Three Stocks to Watch : atnf stock , borr stock , brcc stock price

A Deep Dive into ATNF, BORR, and BRCC Price Action

The stock market in 2024-2025 has been a rollercoaster ride for many investors, and three particular stocks have caught significant attention for their dramatic price movements and unique business stories

 

180 Life Sciences Corp (ATNF), Borr Drilling Limited (BORR), and BRC Inc. (BRCC) represent three vastly different sectors but share one common thread: substantial volatility that has both challenged and intrigued investors

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The Tale of Three Struggling Stocks

All three companies have experienced significant share price declines over the past 18 months, with each dropping more than 60% from their recent highs

 

However, their stories couldn't be more different - from a biotech company pivoting to online gaming, to an offshore drilling contractor riding energy market cycles, to a veteran-owned coffee company expanding into energy drinks

 

Stock Performance Comparison showing both annual and recent monthly returns for ATNF, BORR, and BRCC stocks

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ATNF Stock: From Biotech to iGaming

 

180 Life Sciences Corp (NASDAQ: ATNF) represents one of the most dramatic business pivots in recent memory. Trading at just $0.90 per share with a tiny market capitalization of $5 million, ATNF has transformed from a clinical-stage biotechnology company into an iGaming (online gambling) focused enterprise^1^3.

The Business Pivot Story

Originally focused on developing treatments for inflammatory diseases and pain management, 180 Life Sciences announced in late 2024 its strategic shift toward the rapidly growing global iGaming sector^1.

 

The company acquired a Gaming Technology Platform that incorporates blockchain technology and full cryptocurrency operability, positioning it to launch online casino operations in Q1 2025^1.

 

Key Business Highlights

• Market cap: $5 million (extremely small-cap stock)
• 2024 revenue: $0 (no current revenue generation)
• Net loss 2024: -$6.17 million (improved from -$19.94 million in 2023)^5
• Business focus: Transitioning to blockchain-based iGaming platform

Recent Developments

ATNF has been actively strengthening its intellectual property portfolio while pivoting to iGaming. In July 2025, the company announced two significant patent developments: a U.S. patent for preventing post-operative cognitive decline and a Canadian patent for treating localized fibrotic disorders^2. These legacy biotech assets could provide future licensing or partnership opportunities

 

The company also completed a $2.9 million registered direct offering in December 2024, providing working capital for its iGaming platform development^6.

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BORR Stock: Riding the Offshore Drilling Cycle

 

Borr Drilling Limited (NYSE: BORR) operates as an offshore shallow-water drilling contractor, owning and operating 24 premium jack-up rigs worldwide^7. With a market cap of $520 million and trading at $2.11 per share, BORR represents a more substantial energy sector investment compared to ATNF

Business Fundamentals

Borr Drilling has established itself as one of the largest international operators in the jack-up drilling segment, focusing on shallow-water areas (water depths up to approximately 400 feet)^7.

 

The company's business model involves contracting rigs on a dayrate basis - essentially renting out drilling equipment and crews to oil and gas exploration companies

 

Key Business Metrics

• Fleet: 24 premium jack-up rigs (all delivered post-2000)
• 2024 revenue: $993.2 million
• Net income 2024: $50.8 million (profitable operations)
• P/E ratio: 11.1 (reasonably valued for energy sector)
• Dividend yield: 11.4% (attractive income component)^10

Recent Contract Wins and Market Position

BORR has been actively securing new contracts throughout 2025. In July 2025, the company announced new contract commitments worth over $129 million, bringing total contracted fleet to 23 out of 24 rigs^11. Year-to-date 2025, Borr has secured 13 new commitments totaling 3,010 potential contract days and $366 million in potential revenues^11.

 

The company maintains strong contract coverage with 84% utilization secured for 2025 at an average dayrate of $144,000, and 45% coverage for 2026 at $141,000 average dayrate^11. This provides revenue visibility in a cyclical industry.

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BRCC Stock: Veterans, Coffee, and Energy Drinks

 

BRC Inc. (NYSE: BRCC), known as Black Rifle Coffee Company, represents a unique consumer staples investment focused on premium coffee and veteran community support^12. Trading at $1.59 per share with a $340 million market cap, BRCC has built a distinctive brand around supporting military veterans and first responders

Mission-Driven Business Model

Founded in 2014 by U.S. Army Veteran Evan Hafer, BRCC operates through three main channels: Wholesale (retail partnerships), Direct-to-Consumer (e-commerce and subscriptions), and Outposts (company-operated coffee shops)^14. The company has positioned itself as a public benefit corporation, balancing profit with supporting veteran communities^16.

 

Financial Performance 2024

• Revenue: $391.5 million (slight decline from $395.6M in 2023)
• Wholesale channel: $245.0 million (+9% growth)
• DTC channel: $123.8 million (-14% decline)
• Gross margin: 22.7% (significantly improved from previous years)^13

Strategic Expansion into Energy Drinks

BRCC's most significant growth initiative involves expanding into the energy beverage market through its new Black Rifle Energy product line, launched in late 2024^18^20.

 

The company has partnered with Keurig Dr. Pepper for distribution, targeting the $20 billion energy drink market and younger consumers^18.

 

The energy drink launch represents a strategic diversification beyond traditional coffee products, potentially opening new revenue streams in a faster-growing beverage category^19.

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Market Outlook: Industries Positioned for Growth

Despite individual stock struggles, all three companies operate in markets with positive long-term growth trajectories. Understanding these industry fundamentals provides context for potential future performance.

 

 

 

Market growth projections showing the expansion trajectory of offshore drilling, coffee industry, and iGaming markets from 2024 to 2029

Industry Growth Projections

Offshore Drilling Market: Expected to grow from $39.6 billion in 2024 to $86.1 billion by 2029, representing a robust 8.1% CAGR^21. This growth is driven by increasing global energy demand and the development of previously inaccessible offshore reserves.

 

Coffee Industry: Projected to expand from $69.1 billion in 2024 to $96.5 billion by 2029 (6.9% CAGR)^23^25. Growth drivers include premiumization trends, sustainable sourcing demands, and expansion of specialty coffee consumption globally.

 

iGaming Market: Anticipated to grow from $97.3 billion in 2024 to $132.9 billion by 2029 (6.5% CAGR)^26^28. This expansion reflects increasing regulatory acceptance, technological improvements, and growing social acceptance of online gambling.

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Investment Considerations and Risk Analysis

Volatility and Risk Factors

All three stocks exhibit high volatility and significant risk factors that investors must carefully consider

 

ATNF Risks:

• Extremely small market cap creates high volatility
• Business pivot from biotech to iGaming unproven
• No current revenue generation
• Regulatory risks in iGaming industry

BORR Risks:

• Cyclical energy industry exposure
• Dependent on global oil and gas exploration activity
• Geographic concentration risks in operations
• Capital-intensive business model

BRCC Risks:

• Competitive coffee market with larger competitors
• Consumer spending sensitivity
• Rising commodity costs (coffee beans)
• Execution risk on energy drink expansion

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Investment Disclaimer

This analysis is provided for informational and educational purposes only and should not be construed as investment advice, financial guidance, or a recommendation to buy, sell, or hold any securities mentioned. All three stocks discussed (ATNF, BORR, BRCC) involve substantial risks and high volatility that could result in significant losses. Past performance does not guarantee future results, and stock prices can decline as well as advance. The companies analyzed operate in cyclical, competitive, and rapidly changing industries subject to numerous external factors beyond their control. Potential investors should conduct their own thorough research, consider their individual financial situation and risk tolerance, and consult with qualified financial professionals before making any investment decisions. The author and publisher assume no responsibility for any financial losses or damages that may result from reliance on this information.