The Awareness Group Inc

What they do

TAG supports solar sales organizations and licensed contractors rather than installing systems itself; it prepares contracts, structures financing, performs quality assurance and closings, and services consumer loans. Its five units are TAG Financial Services, TAG Capital, TAG Construction, TAG Distribution, and the TAG Dealer & Broker Network. In the latest quarter the company also recognized revenue from residential solar projects and from dealer fees of its 51%-owned subsidiary Prosper Energy.

Revenue drivers

• TAG Financial Services — Prepares contracts, structures financing, performs quality assurance and sales closings, and services consumer loans; approximately 54% of total revenue.
• TAG Capital — Manages an internal fund and originates proprietary prepaid Power Purchase Agreements, consumer loan notes and Investment Tax Credit monetization; approximately 12% of total revenue.
• TAG Distribution — Procures solar materials through manufacturer and distributor relationships and resells them to the contractor network at a markup; approximately 11% of total revenue.
• TAG Dealer & Broker Network and TAG Construction — The Dealer & Broker Network trains and onboards independent sales representatives and organizations (about 14% of revenue); TAG Construction maintains a vetted network of licensed contractors and earns a markup on labor and installation scope (about 9%).

Recent performance

For the three months ended June 30, 2026, revenue was $2,780,209 and net income was $983,626, of which $569,200 was attributable to TAAG after a 49% non-controlling interest. Revenue comprised $1,753,027 recognized over time on solar projects and $1,027,182 of Prosper Energy dealer fees. For the nine months ended June 30, 2026, revenue was $5,337,090 and net income was $1,145,054, with $614,925 attributable to TAAG. The prior-year comparisons were estimated net losses of $550,848 for the quarter and $852,108 for the nine months. At June 30, 2026 the company held $217,291 in cash against a net stockholders' deficit and a working-capital deficit.

Strategy

Management describes the company as an integrated infrastructure and service provider to the alternative-energy industry, operating through the five-unit TAG GRID platform and supporting sales organizations and contractors rather than employing solar sales agents or performing installations. The 10-K states that management elected fair value for the Hard Solar project portfolio effective September 30, 2025 and adopted the Conservative scenario from an internal valuation workbook, producing a $60,524,911 portfolio fair value versus a $28,977,831 carrying value and a $31,547,080 revaluation surplus in stockholders' equity. Intangible and platform assets — including TAG GRID software modules, PPA origination rights, Candela Coin, Captain Manicorn media assets and City of Estrella rights — are not presented on the balance sheet because they are internally generated, lack contemporaneous development-cost records, or are gain contingencies. The company says conversion of receivables and contract assets to cash is its principal near-term liquidity objective. On December 16, 2025 it acquired 51% of Prosper Energy, and in September 2025 FINRA approved the name change to The Awareness Group, Inc. with the ticker TAAG.

Risks

• Going concern — The company has a history of operating losses and, as of September 30, 2025, an accumulated deficit of $1,357,440 and limited cash; the auditor's report contains an explanatory paragraph expressing substantial doubt about the ability to continue as a going concern.
• Auditor change and re-audit — The prior auditor, Olayinka Oyebola & Co., was dismissed on April 25, 2025 following an SEC enforcement action, and Shah Teelani & Associates was engaged on March 24, 2026 to audit fiscal 2025 and re-audit fiscal 2024 because the SEC staff said the prior 2024 opinion may no longer be relied upon.
• Restatement and preliminary acquisition accounting — Prior periods have been restated, and the consolidation of Prosper Energy is conditional on execution of the Second Addendum and concurrence of securities counsel and the independent auditor, with the purchase-price allocation described as preliminary and subject to change.
• Liquidity concentrated in uncollected receivables — At June 30, 2026 the company held $217,291 of cash against $3,600,066 of accounts receivable and contract assets, principally from Thrive Power LLC ($1,103,387) and the uncollected Prosper Energy pipeline ($1,027,182), with collection timing dependent on installation and permission-to-operate.

Outlook

Management states that conversion of its accounts receivable and contract assets to cash is the company's principal near-term liquidity objective. It reports a Prosper Energy pipeline of 63 residential solar and battery projects with aggregate gross contract value of approximately $3.18 million as of July 10, 2026, of which 13 projects (gross $652,469) had reached permission-to-operate. The company cautions that gross contract value is the homeowner's system price, substantially all payable to third-party installation partners, and that Prosper Energy revenue consists principally of referral commissions; no revenue is recognized for unfulfilled projects. The 10-K reserves the Base Case ($89,826,654) and Optimistic ($127,774,813) portfolio scenarios for MD&A and investor-presentation disclosure as forward-looking statements.