
Planet MicroCap Podcast | MicroCap Investing Strategies
237 episodes — Page 4 of 5
Ep 343Planet MicroCap Podcast: LIVE with Ryan Irvine, Sam Namiri, Harris Perlman and Mathieu Martin
For this episode of the Planet MicroCap Podcast, I'm sharing with you the Planet MicroCap Podcast: LIVE panel recording that we did last week at the Planet MicroCap Showcase 2023 at the Horseshoe Hotel & Casino in Las Vegas. Joining me on this panel are: Ryan Irvine (@RyanIrvine75), Sam Namiri (@snamiri), Harris Perlman (@ottermarket) and Mathieu Martin (@espacemc). Please enjoy! Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 342It’s Now the ”Discovery” Fund, not the ”MicroCap” Fund - Why? with Darren Chervitz, Portfolio Manager at Jacob Asset Management on the Discovery Fund Strategy
My guest on the show today is Darren Chervitz, Portfolio Manager at Jacob Asset Management on the Discovery Fund Strategy. This was the last recording I did prior to the conference, and I'll be sharing the live podcast from Vegas next week. In the last 12-18 months, I've noticed a few firms changing the name of the "MicroCap" strategy to the "Discovery" fund or strategy, and there's a bit more nuance to its reasoning that from a marketing perspective, can be more inclusive. Darren jumps on to discuss the strategy change, plus a full on deep dive into MicroCaps, specifically how he thinks about trends and how that guides his investment process. For more information about Jacob Asset Management and the Discovery Fund Strategy, please visit: https://jacobam.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 341Altisource Asset Management (NYSE American: AAMC): Originator and Distributor of Private Credit
My guest on the show today is Jason Kopcak, President, CEO and Director of Altisource Asset Management (NYSE American: AAMC). Altisource Asset Management Corporation (“AAMC”) is a leading boutique alternative asset manager that is focused on building platforms in the multi-trillion dollar alternative asset space. The company has built several businesses that originate and source bespoke credit secured by various types of real estate on behalf of money managers, insurance companies, large institutions and funds. AAMC also has an asset management company that has a deep history across various types of credit, real estate, distressed housing, and mortgages. AAMC has been included as part of the Planet MicroCap Index for two quarters in a row, and in the last quarter alone, Q1 2023, increased about 221%. I wanted to invite on Jason to better understand AAMC's value proposition, as well as: How interest rates have impacted the business What measures need to be taken in order to scale AAMC further How Jason has leveraged his experience from his time at Nomura and Morgan Stanley, and; Where he would like to see the company in 3-5 years With that, please enjoy my conversation with Jason Kopcak, President, CEO and Director of Altisource Asset Management. For more information about Altisource Asset Management, please visit: https://www.altisourceamc.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 340MicroCaps vs. Failed Startups with Vijar Kohli, Co-Founder of Golden Door Asset Management
My guest on the show today is Vijar Kohli, Co-Founder of Golden Door Asset Management, and is a Keynote Speaker at our upcoming conference, the Planet MicroCap Showcase: VEGAS. He'll be speaking on Wednesday, April 26 at 12:30pm in Track 1 following Chris Tessin's presentation. We titled Vijar's presentation in Vegas, "MicroCaps vs. Failed Startups" - the idea for which came from all these failed SPACs in recent years, and perhaps they would've been better going public a different way (or in some cases, not at all). MicroCaps provide a level of transparency (or at least they should and legally obligated to) that small, private venture-stage companies cannot, as well as an opportunity for investors to participate before they get picked up by institutional buyers. Vijar and I talk about this dynamic, the problem with public markets for MicroCaps and some especially hot takes that you'll have to tune in to hear. For more information about Golden Door Asset Management, please visit: https://www.goldendoorasset.com/ You can Follow Vijar Kohli on Twitter @VijarKohli: https://twitter.com/VijarKohli Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 339IDW (NYSE American: IDW): Focused on Publishing Graphic Novels, Comic Books and Turning them into TV and Media Entertainment
My guest on the show today is Allan Grafman, CEO of IDW Media Holdings (NYSE American: IDW). IDW (NYSE American: IDW) is an integrated media company providing compelling stories and characters for global audiences. The IDW Publishing and IDW Entertainment businesses acquire IP for holistic franchise development across comics and graphic novels, television and other entertainment platforms and leverage established stories from our creative partners. Allan was recently named CEO in August 2022, and has been in charge of leading the turnaround for IDW. As IDW's Chairman, Howard Jonas stated in the press release announcing Allan's appointment: “He is a dynamic leader with deep experience in the industries in which IDW operates with a clear, thoughtful vision for accelerating IDW’s transformation into a media powerhouse." I've known IDW for many years now, interviewing multiple CEOs on behalf of the company, so I invited Allan on the show to better understand why under his leadership, that could be the catalyst for change. We also discuss: IDW's business strategy Focus on developing original IP, while maintaining and expanding their core publishing business Entertainment industry trends, and; Allan's vision for the company and where he wants to see it in 3-5 years With that, please enjoy my conversation with Allan Grafman, CEO of IDW Media Holdings. For more information about IDW Media Holdings, please visit: https://idwmediaholdings.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast m
Ep 3382023 Macro Trends and their Effect on MicroCaps with John Petrides, Portfolio Manager at Tocqueville Asset Management
My guest on the show today is John Petrides, Portfolio Manager at Tocqueville Asset Management. This is primarily a MicroCap podcast, we chat all about the world of MicroCap stocks and what is going on in the space. Today, we go macro. There's a world beyond our little bubble here in MicroCaps, and some of what's happening there can have a trickle down effect. John is a regular guest on several financial news networks for his market insights and analysis. I'm putting on my best CNBC / Fox Business anchor hat and we cover as many 2023 macro trends as we can and how they may affect our MicroCap world. For more information about John Petrides and Tocqueville Asset Management, please visit: https://tocqueville.com/ You can Follow John Petrides on Twitter @Jpetrides2: https://twitter.com/Jpetrides2 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 337Greystone Logistics, Inc. (OTCQB: GLGI): Manufactures 100% Recycled Plastic Shipping Pallets for Broad Range of Industries
My guest on the show today is Warren Kruger, CEO of Greystone Logistics, Inc. (OTCQB: GLGI). Greystone Logistics, Inc. is focused on the fast-growing plastic segment of the $9.5 billion pallet industry, with its manufacturing facility located in Bettendorf, IA and its Executive offices located in Tulsa, OK. For those wondering what a pallet is, those are the flat wooden structures that heavy goods are put so that they can be moved using a fork-lift truck. One of the key differentiators is that they manufacture recycled plastic pallets vs. those traditional wooden pallets that you've for sure seen at your local Costco. While some folks might see the pallet industry as a sexy business, most folks in our investing world would lovingly refer to Greystone as a classic boring company. Some of my favorite interviews are with classic boring companies because I get to learn more about a topic that I never thought I would. That's why I invited on Warren, to share more about Greystone Logistics, and: How Greystone's pallets are differentiated and unique compared to wood pallets, and other plastic pallet manufacturers Warren has been with the company for 10+ years, how has the company evolved during his time there Their strategy for attacking the plastic segment of the $9.5 billion pallet industry; and, Post-COVID, supply chain issues and whether this has been a tailwind for Greystone Logistics. With that, please enjoy my conversation with Warren Kruger, CEO of Greystone Logistics, Inc. For more information about Greystone Logistics, please visit: https://www.greystonelogistics.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other
Ep 336The Largest Allocator to MicroCap Managers in the World with Chris Tessin, Managing Partner and CIO at Acuitas Investments
My guest on the show today is Chris Tessin, Managing Partner and CIO of Acuitas Investments. As the title states, Acuitas is the largest allocator to MicroCap managers in the world - their Microcap strategy pursues its investment objective using a multi-manager process by allocating assets among one or more high confidence managers that invest in inefficient segments of the equity markets. I wanted to learn more about their MicroCap fund of funds strategy and their experience working with MicroCap managers. I've had a number of conversations with MicroCap fund managers in recent months, and in addition to the rough performance amongst MicroCap stocks, redemptions and lack of in-flows have also been a cause for concern. And what's worse, everyone and their grandparents agree, almost every quality MicroCap (and small cap) have taken haircuts across the board - now is one of the best times to dive deep on names trading at much cheaper prices. Managers need new in-flows in order to participate. This is where allocators like Acuitas enter the conversation. Chris will be doing a keynote presentation in Las Vegas on Wednesday, April 26, 2023 - if you're a MicroCap portfolio manager, investor or family office, he and his partner, Doug Porter want to meet you. Hear what Chris and I discuss, and then join us all in person in Vegas for the opportunity to network and meet with an allocator; conferences might charge up to $5000 to meet with folks like Chris and Doug - our event is complimentary to all buy-side. Go to PlanetMicroCapShowcase.com and click the register button. For more information about Chris Tessin and Acuitas Investments, please visit: https://acuitasinvestments.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 335Global Crossing Airlines Group, Inc. (NEO: JET) (OTCQB: JETMF): Filling the Need for Air Travel That Existing Carriers Cannot
My guest on the show today is Ryan Goepel, CFO of Global Crossing Airlines Group, Inc. (NEO: JET) (OTCQB: JETMF). Global Crossing Airlines Group, also known as GlobalX, is a US 121 domestic flag and supplemental Airline flying the Airbus A320 family aircraft. GlobalX flies as a passenger ACMI and charter airline serving the US, Caribbean, European and Latin American markets. In 2023, GlobalX entered ACMI cargo market flying the A321 freighter. I found Global Crossing Airlines Group on several forums I subscribe to, notably on MicroCapClub, and you might be asking yourself, oh boy, an airline, here we go. However, since starting the company in January 2020, Global Crossing Airlines has grown significantly and I wanted to better understand how and why this occurred, plus: Global Crossing's growth goals and how they hope to achieve them Original thesis for the company's founding Addressing downside risks/adding more planes to the fleet; and How folks understand the company With that, please enjoy my conversation with Ryan Goepel, CFO of Global Crossing Airlines Group, Inc. For more information about Global Crossing Airlines Group, Inc., please visit: https://globalairlinesgroup.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 334Discerning Management Commentary: Are They Being Real or Saying What We Want to Hear? with Josh Womack and Tom Carey, Womack Capital Partners
My guests on the show today are Josh Womack and Tom Carey from Womack Capital Partners. This episode is especially timely with our conference coming up in Las Vegas because, as we covered here many times before, when you invest in a MicroCap stocks, you're primarily making a bet on the jockey aka management. That means part of your due diligence process, in my opinion, should be listening to conference calls, interviews, presentations management has done, as well as meet with management in a 1x1 meeting and asking as many questions as you have. We've done many episodes discussing the do's and don'ts of speaking with management, but surprisingly, we'd never done anything about how we should think about the information conveyed. That's where Josh and Tom enter the conversation, both of whom have an immense amount of experience meeting with management. Tom's background, in particular, I think differentiates their research process - his transition from doing investor relations full-time to being on the buy-side I think offers unique insight from someone who's been in the room with management teams discussing how they want to speak with shareholders. For more information about Womack Capital Partners, please visit: https://www.womackcapitalpartners.com/ To register for the upcoming Planet MicroCap Showcase: VEGAS happening on April 25-27, 2023, please visit: https://planetmicrocapshowcase.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 333Kraken Robotics (TSX-V: PNG) (OTCQB: KRKNF): A Defense Technology Company Focused on Underwater Robotics
My guest on the show today is Greg Reid, President and CEO of Kraken Robotics (TSX-V: PNG, OTCQB: KRKNF). Kraken Robotics Inc. is a marine technology company providing complex subsea sensors, batteries, and robotic systems. Their high-resolution 3D acoustic imaging solutions and services enable clients to overcome the challenges in our oceans – safely, efficiently, and sustainably. Kraken Robotics is headquartered in Canada and has offices in North and South America and Europe. Kraken is ranked as a Top 100 marine technology company by Marine Technology Reporter. Since I first interviewed Greg back in 2017, the company has grown to the point of announcing on January 12, 2023, they expect to Report $40 Million in 2022 Revenue, up 56% Year-Over-Year. I wanted to invite Greg on to better understand: The inflection points resulting in revenue growth Geopolitical tailwinds Commercial opportunities outside their core Defense customer base, and; Greg's 3-5 year vision for Kraken Robotics Kraken Robotics will also be presenting at our upcoming investor conference, the Planet MicroCap Showcase: VEGAS, happening on April 25-27, 2023. Registration is complimentary, you can do so at www.PlanetMicroCapShowcase.com. With that, please enjoy my conversation with Greg Reid, President and CEO of Kraken Robotics. For more information about Kraken Robotics, please visit: https://krakenrobotics.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 332”Keystone Coverage” Ideas in Vegas: $ELA and $GEO.TO with Ryan Irvine, Founder of Keystone Financial
My guest on the show today is Ryan Irvine, Founder of Keystone Financial. He'll be joining us in Las Vegas, where not only will he be on the Planet MicroCap Podcast: LIVE panel along with Sam Namiri, Harris Perlman and Mathieu Martin, Ryan will be moderating a few sessions with companies that are within the "Keystone Coverage" universe. Ryan's firm, Keystone Financial, is an independent research firm that provides their investors with BUY/SELL/HOLD advice on undervalued micro, small, and mid-cap growth and value stocks. As their website states, "Real companies, producing real revenue and earnings growth, trading at low prices." In our conversation today, we dive deeper into Keystone's investing strategy plus a quick overview on two of the companies that Ryan will be doing fireside chats with: Envela, ELA on the NYSE American, and Geodrill, GEO on the TSX. Fore more information about Keystone Financial, please visit: https://keystocks.com/ You can Follow Ryan Irvine on Twitter @RyanIrvine75: https://twitter.com/RyanIrvine75 To register for the upcoming Planet MicroCap Showcase: VEGAS happening on April 25-27, 2023, please visit: https://planetmicrocapshowcase.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 331Data I/O (NASDAQ: DAIO): Device Programming and Security Provisioning for Manufactured Products
My guest on the show today is Anthony Ambrose, President & CEO of Data I/O (NASDAQ: DAIO). Data I/O (NASDAQ: DAIO) is a global provider of advanced data and security deployment solutions. These solutions are used by some of the world’s largest manufacturers, programming centers, and contract manufacturers to securely program integrated circuits and bring their electronic devices to life. Virtually every electronic product today incorporates one or more programmable semiconductor devices that contain data and operating instructions essential for the proper operation of the product. You hear that description, and one thinks, "ok, I can wrap my head around that", but then when you ask the question after, "ok, well what does that mean?", that's when the fun part of being a hightech MicroCap comes into play. Now, what do I mean when I say that - well, not every MicroCap story is as simple as a consumer goods story or some SaaS platform - that is both what provides opportunity and, conversely, barriers to entry if something sounds too complicated. In the case of Data I/O, they are somewhere in the middle, but I say all of this because we spend the first part of the interview working through the best way to understand their business for the every day, non-hightech investor. We also discuss: Automotive electronics growth and their place in this market Understanding the SentriX platform, and; Vision for the company for the next 3-5 years With that, please enjoy my conversation with Anthony Ambrose, President & CEO of Data I/O. For more information about Data I/O, please visit: www.dataio.com Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for perso
Ep 330”Top Tier” Ideas Track in Las Vegas, Top Tier Criteria and Sneak Peak at 4 Presenters: $ATGN $INX.V $LIFD $HGBL with Maj Soueidan, Founder & Editor of GeoInvesting.com
My guest on the show today is Maj Soueidan, Founder & CEO of GeoInvesting.com. In my opinion, Maj is a legend in MicroCap investing. In my nearly 10+ years of getting to know Maj, his investing style, and how he evaluates companies, he's on the Mount Rushmore of MicroCap investors of the last 20+ years. This is the reason I invite Maj to be a guest on my show, as well as headline any conference we do. When he speaks, you should listen, and if you have a chance to meet him and chat with him, you should. Maj will be hosting a Top Tier Track on Day 2 of our upcoming conference: the Planet MicroCap Showcase, happening on April 25-27, 2023. This has been an idea we've chatted about for years and finally making it happen. Basically, MicroCap management teams that fit Maj's "Top Tier" criteria (which we describe in today's pod), will be giving 10-15 overviews of their businesses followed by Q&A with Maj and the audience. I'm really excited about this part of our agenda, and wanted to dedicate an episode of the pod to, yes shamelessly plug our upcoming event in Vegas (not going to deny that), but also discuss what the idea is, Maj's Top Tier criteria, why this criteria is important to digest with the current state of the markets and discuss a few names that will be participating. Maj and I always have a fun, lively conversation and this should serve as a fun preview of what you can expect in Las Vegas if you choose to join us. For more information about GeoInvesting.com, please visit: https://geoinvesting.com/ You can Follow Maj Soueidan on Twitter @majgeoinvesting: https://twitter.com/majgeoinvesting To register for the upcoming Planet MicroCap Showcase: VEGAS happening on April 25-27, 2023, please visit: https://planetmicrocapshowcase.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 329TOMI™ Environmental Solutions, Inc. (NASDAQ: TOMZ): A Global Disinfection and Decontamination Company
My guest on the show today is Dr. Halden Shane, CEO & Chairman of TOMI™ Environmental Solutions, Inc. (NASDAQ: TOMZ). TOMI™ Environmental Solutions, Inc. (NASDAQ: TOMZ) is a global decontamination and infection prevention company, providing environmental solutions for disinfection through the manufacturing, sales and licensing of its premier Binary Ionization Technology® (BIT™) platform. Invented under a defense grant in association with the Defense Advanced Research Projects Agency (DARPA) of the U.S. Department of Defense, BIT™ solution utilizes a low percentage hydrogen peroxide as its only active ingredient and uses patented ionized Hydrogen Peroxide (iHP™) technology in all SteraMist systems to create superior disinfection. I've seen TOMI present at many investor conferences and this was my first opportunity to interview management. Needless to say, I took full advantage, covering an array of topics including: Deeper dive into the five divisions of the company, and the division Dr. Shane is particularly excited about Ebb and flow of future pandemics and outbreaks and how that affects TOMI Competitive landscape and downside risks, and; Dr. Shane's vision for the company in 3-5 years. With that, please enjoy my conversation with Dr. Halden Shane, CEO & Chairman of TOMI™ Environmental Solutions, Inc. For more information about TOMI™ Environmental Solutions, Inc., please visit: https://tomimist.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior writt
Ep 328Why Latin America is One of the Most Under-Followed and Under-Invested Regions in the World with Patrick Flood, Investment Analyst at LATAM Stocks
My guest on the show today is Patrick Flood, Investment Analysts for the LATAM Stocks Newsletter. Latin America consists of 20 countries and a population of more than 650 million people, and it is one of, maybe even the most under followed and under invested regions in the world. Is it geopolitical risk (no doubt there's that and not diminishing the significance of that risk whatsoever - we talk about it at length), but could it also be, well - it's also really hard to find good information about investments in Latin America, especially in English. That's where Patrick and his newsletter, LATAM Stocks enters the conversation. He's an expat, who's been living in Brazil full time for the last 10 years, After starting out working at a boutique asset manager, he moved on to work as an M&A analyst at a family office, then went on to work as Chief Gringo (yes that’s an official job title, look it up) at one of the largest crypto currency exchanges in Latin America. Equity analysis is his first love, and he does the dirty work, a la one of our favorites here, Paul Andreola - Patrick goes through every local Latin American exchange, and dives deep into their financial statements. Needlesstosay, I'm now a fan, and really enjoyed my conversation with Patrick covering all things Latin America. For more information about Patrick Flood and LATAM Stocks Newsletter, please visit: https://latamstocks.substack.com/ You can Follow Patrick Flood on Twitter @LatamStocks: https://twitter.com/LatamStocks Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 327CreditRiskMonitor.com, Inc. (OTCQX: CRMZ): Web-based and SaaS Subscription Products to Manage Financial and Supply Chain Risks
My guest on the show today is Jerry Flum, Chairman and CEO, and Michael Flum, President and COO, of CreditRiskMonitor.com, Inc. (OTCQX: CRMZ). CreditRiskMonitor® (creditriskmonitor.com) sells a suite of web-based, SaaS subscription products providing access to comprehensive commercial credit reports, bankruptcy risk analytics, financial and payment information, and curated news on public and private companies worldwide. The products help corporate credit and procurement professionals stay ahead of and manage financial risk more quickly, accurately, and cost-effectively. The Company’s newest platform, SupplyChainMonitor™, leverages its financial risk analytics expertise to create a risk management solution built specifically for procurement, supply chain, sourcing, and finance personnel involved in the supplier lifecycle, risk assessment, and ongoing risk monitoring. Users can assess counterparty risks at the aggregate and granular levels under a variety of categories including geography and industry, as well as customized, customer-specific configurations. The platform features mapping capabilities with real-time weather/natural disaster event overlays as well as customizable news notifications, reports, and charts. The company has been around since 1999, they are a family owned and operated business, and nearly 40% of the Fortune 1000 rely on their solutions. I invited Jerry and Michael on because I wanted to better understand the business, plus: Jerry's philosophy about building a company built for the long-term Launch of SupplyChainMonitor, which we talk about at length Why they haven't been bought out by Dun & Bradstreet, and; Jerry & Michael's vision for the company With that, please enjoy my conversation with Jerry Flum, Chairman and CEO, and Michael Flum, President and COO, of CreditRiskMonitor.com, Inc. For more information about the company, please visit: https://www.creditriskmonitor.com/about/shareholder-information Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing thi
Ep 326YAVP/Planet MicroCap Collab, Finance Podcast Takes, Twitter Debrief, Corporate Governance + YAVP LIVE in Las Vegas with Andrew Walker, Host of the Yet Another Value Podcast (YAVP)
Speaking of Vegas, we just announced initial speakers and sponsors for our event, a list that includes my guest today on the show, Andrew Walker, Host of the Yet Another Value Podcast. Andrew will be hosting three (3) LIVE podcast conversations, three separate guests with three different ideas being discussed. We are about TWO MONTHS AWAY now, so be sure to register at www.PlanetMicroCapShowcase.com. Andrew and I also recently announced our collaboration on his show, Yet Another Value Podcast. I truly think that he has the best show breaking down investors' ideas, and in my opinion, in a world where there's enough "guru"-like pods out there, I think Yet Another Value Pod provides so much value as a listener to hear quality conversations about investment ideas. Today, we chat about working together, how this came out, our own takes on the financial podcast arena (already alluded to my main take here), as well as a debrief on what he learned from his investment in Twitter last year, corporate governance takes based on a current idea Andrew is working on and we close out on what to expect in Las Vegas for the Planet MicroCap Showcase: VEGAS! For more information about Yet Another Value Podcast/Blog, please visit: https://yetanothervalueblog.substack.com/ You can Follow Andrew Walker on Twitter @AndrewRangeley: https://twitter.com/AndrewRangeley Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 325Sidus Space (NASDAQ: SIDU): Space-as-a-Service for Commercial Satellite Production
My guest on the show today is Carol Craig, Chairwoman and CEO of Sidus Space (NASDAQ: SIDU). Sidus Space (NASDAQ: SIDU), located in Cape Canaveral, Florida, operates from a 35,000-square-foot manufacturing, assembly, integration, and testing facility focused on commercial satellite design, manufacture, launch, and data collection. The company’s rich heritage includes the design and manufacture of many flight and ground component parts and systems for various space-related customers and programs. Sidus Space has a broad range of Space-As-a-Service offerings including space-rated hardware manufacturing, design engineering, satellite manufacturing and platform development, launch and support services, data analytics services and satellite constellation management. Sidus Space has a mission of Bringing Space Down to Earth™ and a vision of enabling space flight heritage status for new technologies while delivering data and predictive analytics to domestic and global customers. Ok yes, there was at least one balloon joke during our conversation (maybe more), but in all seriousness, you know the common phrase, Space is the Final Frontier; Carol and her team at Sidus Space are working towards opening that frontier for all, which we discuss in detail in our conversation, plus: Diving deeper into their business model The difficulty in launching new satellites Challenge of educating the population globally about space-based data, and; Where she envisions Sidus Space to be in 3-5 years and the inflection points that will get them there With that, please enjoy my conversation with Carol Craig, Chairwoman and CEO of Sidus Space. For more information about Sidus Space, please visit: https://sidusspace.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherw
Ep 3242022 in a Nutshell, Recognizing Mistakes, Improving his Process and 2023 Outlook with Yaron Naymark, Founder and Portfolio Manager at 1 Main Capital
For today's show, I invited back on Yaron Naymark, Founder and Portfolio Manager at 1 Main Capital. Last time I had Yaron on the show, it was in July 2022 chatting about the First Half 2022 MicroCap bloodbath, which of course we all know, got worse (Planet MicroCap Index was down ~40% for the year). I've had a few investors on here to start 2023, where we dissected 2022, what worked, what didn't, and while Yaron and I start off the conversation that way, the reason I always enjoy having him on the show is that he has a unique ability to simplify. I just have to ask one question on what happened in 2022, and I think Yaron covers that question as succinctly and clearly as anyone; in 15 minutes no less. So, we chat about 2022, recognizing mistakes, improving his process, his 2023 outlook and a short back and forth about morality with investing. For more information about 1 Main Capital, please visit: https://www.1maincapital.com/ You can Follow Yaron Naymark on Twitter @1MainCapital: https://twitter.com/1MainCapital Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 323Illegal Naked Short Selling and Why Should We Care? with David Wenger, Founder and CEO of ShareIntel
For today's show, I invited on David Wenger, Founder and CEO of ShareIntel. Since the start of 2023, I've started seeing more news releases saying, "ABCD Company Reports on Ongoing Investigation into Potentially Improper and Illegal Trading Activity in the Company’s Common Stock." This was a first for me, and a trend that I wanted to understand better: is this the same fight as the AMC/Gamestop short squeeze that galvanized retail investors to fight back against Wall Street? If so, are select MicroCaps taking advantage of these same retail investors - the idea being that Wall Street is potentially illegally naked shorting our stocks too, come join us in the fight. Or, are select MicroCaps utilizing tools, like ShareIntel, to genuinely understand what is happening in their company's stock in order to do something about it, protect long-term shareholders, or perhaps stop the bleeding because they'll need to raise more growth capital, which will already be dilutive. I invited on David to help me understand these questions and more. For more information about ShareIntel, please visit: https://shareintel.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 322Direct Digital Holdings (NASDAQ: DRCT): Leveraging Technology to Help Middle Market Companies Buy and Sell Media
My guest on the show today is Mark Walker, Chairman and CEO of Direct Digital Holdings (NASDAQ: DRCT).Direct Digital Holdings, owner of operating companies Colossus SSP, Huddled Masses, and Orange 142, brings state-of-the-art sell- and buy-side advertising platforms together under one umbrella company. Direct Digital Holdings' sell-side platform, Colossus SSP, offers advertisers of all sizes extensive reach within general market and multicultural media properties. The company's subsidiaries Huddled Masses and Orange142 deliver services for middle market advertisers by providing data-optimized programmatic solutions at scale for businesses in sectors that range from energy to healthcare to travel to financial services. Direct Digital Holdings' sell- and buy-side solutions manage approximately 90,000 clients monthly, generating over 100 billion impressions per month across display, CTV, in-app and other media channels. Direct Digital Holdings is the ninth black-owned company to go public in the U.S and was named a top minority-owned business by The Houston Business Journal. Similar to last week's episode, I was also made aware of Direct Digital Holdings by Scott Weis from Semco Capital. Thank you, Scott! I invited Mark on today because I wanted to get a better understanding of the media buying (and selling) business, plus: Defining middle market of advertisers; the company's target customer Looking at the competitive landscape for media buying and selling; and Understanding how Direct Digital Holdings serves both sides in the media placement transaction With that, please enjoy my conversation with Mark Walker, Chairman and CEO of Direct Digital Holdings. For more information about Direct Digital Holdings, please visit: https://directdigitalholdings.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and
Ep 321$1,800 Gold in 2011 vs. $1,800 Gold in 2023, Why Copper is Interesting + Margin is King with Brent Cook, Founder of Exploration Insights
For today's show, I invited on Brent Cook, Founder of Exploration Insights. The first conferences I went to in my career was going to junior mining conferences back in 2011 - I think I went to 3 or 4. Sentiment was extremely high, gold crossed the $1,800/oz threshold and every newsletter writer and gold bug espoused that $5,000/oz was not out of the question by the end of 2012. Sounds eerily familiar, eh? In any case, resources markets have had a rocky 10+ years - some ups and downs mostly driven by hype, i.e., materials needed for EV markets, ESG issues in mining, etc... And, here we are in 2023, and the price of gold has stayed above $1,800/oz to start the year. Brent is a frequent guest that I turn to when I have questions about the mining industry, especially right now, where there seems to be some real tailwinds lifting the industry right now (which we discuss in our chat). Brent will also be sharing his thoughts live on a panel at our conference, the Planet MicroCap Showcase on April 25-27, 2023, so if you like what you hear today, be sure to join in Vegas to meet him in person. For more information about Exploration Insights, please visit: https://explorationinsights.com/ You can Follow Brent Cook on Twitter @BrentCookgeo: https://twitter.com/BrentCookgeo oday's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 320LFTD Partners (OTCQB: LIFD): A Profitable Manufacturer and Distributor of Hemp-derived and Psychoactive Products
My guest on the show today is Gerry Jacobs, CEO, and Nick Warrender, COO, LFTD Partners, Inc. (OTCQB: LIFD). LFTD Partners Inc., Jacksonville, FL (OTCQB ticker symbol LIFD) is the parent corporation of Lifted Made, Kenosha, WI (www.LiftedMade.com), which manufactures and sells hemp-derived and psychoactive products under its Urb Finest Flowers and Silly Shruum brands. LFTD Partners Inc. also owns 4.99% of CBD-infused beverage and products maker Ablis Holding Company (www.AblisBev.com), and of craft distillers Bendistillery Inc. d/b/a Crater Lake Spirits (www.CraterLakeSpirits.com) and Bend Spirits, Inc. (www.Bendistillery.com) all located in Bend, OR. I was made aware of LFTD Partners by Scott Weis from Semco Capital, and after doing a quick dive into the company, I invited them on to better understand how LFTD has gotten to where they are today. You hear me gush a little bit in this interview, not a recommendation nor do I own LFTD Partners, but I've been interviewing cannabis companies for 8-9+ years now, was right there at the beginning interviewing psychedelics companies, and have chatted with countless investors/experts that are active in the space. The majority of the companies, I would argue, have or will fail in building a business in cannabis or psychedelics, especially in this nuclear winter, negative sentiment environment for this space. And so, when I come across a company like LFTD, I wanted to share a story that, for all intents and purposes, is not just surviving, but also thriving. That's not to say there hasn't been bumps in the road, which we discuss, as well as: Lifted Made's brands: Silly Shruum and Urb Finest Flowers Managing regulatory risks Building out their distribution and sales networks Importance of Brand IP; and Running a psychedelics/cannabis company through the current nuclear winter/negative sentiment With that, please enjoy my conversation with Gerry Jacobs and Nick Warrender from LFTD Partners, Inc. Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessi
Ep 319Why Gaming Companies Should Think of Themselves as Audience Companies with Hermann Peterscheck, Founder and Portfolio Manager at Hypernormal Capital Management LLC
For today's show, I invited on Hermann Peterscheck, Founder and Portfolio Manager at Hypernormal Capital Management LLC. I met him recently when he participated in the Stock Pitch World Cup on Team Europe. Also a US-resident, he was on Team Europe because he was pitching a video game development company based in Europe. I started thinking about my own experience with video games, and it took me a minute because my heyday was playing FIFA and Madden on Playstation 2. Safe to say, the gaming industry has grown A LOT since then. I've also interviewed a number of MicroCap companies that would describe themselves as gaming or gaming-adjacent, and while it doesn't take a rocket scientist to recognize the explosion of video games, some of the newer entrants and business models haven't quite made a whole lot of sense to me. So, I brought on Hermann, who has 20+ years experience working and investing in the gaming industry, to cure me of my old man syndrome, and hopefully help all of us better understand how to think about investing in this space. For more information about Hermann Peterscheck and Hypernormal Capital, please visit: https://hypernormalcapital.com/ You can Follow Hermann Peterscheck on Twitter @petershk: https://twitter.com/petershk Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 318Two-Year Biotech Bloodbath, Poorly Constructed Phase 2B Trials and 2023 Predictions with Eden Rahim, Portfolio Manager for the Next Edge Biotech and Life Sciences Opportunities Fund
For today's show, I invited on Eden Rahim, Portfolio Manager for the Next Edge Biotech and Life Sciences Opportunities Fund. It's been a bloodbath for biotech in the last two years - according to the S&P Biotechnology Select Industry Index, the sector has been down ~45-50%. At the same time, in 2023, also according to the S&P Biotechnology Select Industry Index, the sector is up about 4-5% already on the year (as of January 20, 2023). Whether this is a sign that things are looking up for biotech is still too early to tell, but I felt its worth discussing why its been hard times in biotech in 2021 and 2022. Eden and I also discuss what he's looking for amongst the biotech rubble, in particular, why it's so important to pay attention to how Phase 2b clinical trials are constructed. We close out with his biotech predications for 2023. For more information about Eden Rahim and Next Edge Capital, please visit: https://www.nextedgecapital.com/funds/next-edge-biotech-and-life-sciences-opportunities-fund/overview/ You can Follow Eden Rahim on Twitter @EdenRahim: https://twitter.com/EdenRahim Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 317Don’t Let Long-term Investing Blur into Entropy + Quick Pitch on $RSSS with Avi Fisher, Portfolio Manager and Chief Curiosity Officer at Long Cast Advisors
For today's show, I invited on Avi Fisher, Portfolio Manager and Chief Curiosity Officer at Long Cast Advisors. Avi and I start off the conversation reflecting on 2022, and that quickly evolved into how Avi's experience in 2020 set him up for a year, like 2022, was for MicroCaps. Specifically, he shares the best advice he received in the midst of a tough 2020 - "Don't Let Long-term Investing Blur into Entropy"; I think this phrase works for all investors and, in my opinion, can be a helpful concept when assessing and reassessing your portfolio. Following our conversation about 2022 and looking ahead to 2023, Avi and I discuss Research Solutions, RSSS on NASDAQ, which, as Avi points out, articulates his investing process in MicroCaps. For more information about Avi Fisher and Long Cast Advisers, please visit: http://www.longcastadvisers.com/ You can Follow Avi Fisher on Twitter @LongCastAdviser: https://twitter.com/longcastadviser Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 316Amerigo Resources (TSX: ARG) (OTCQX: ARREF): Copper Producer without a Copper Mine
My guest on the show today is Aurora Davidson, President and CEO of Amerigo Resources Ltd. (TSX: ARG) / (OTCQX: ARREF). Amerigo is an innovative copper producer with a long-term relationship with Corporación Nacional del Cobre de Chile (“Codelco”), the world’s largest copper producer. Amerigo produces copper concentrate and molybdenum concentrate as a by-product at the MVC operation in Chile by processing fresh and historic tailings from Codelco’s El Teniente mine, the world's largest underground copper mine. Despite the copper price being down from it's all-time high in late February 2022, copper has been back to 2011 levels and consistently been above $4 since 2021. In a Reuters column published on January 17, titled, "Funds jump back into copper, betting on Chinese recovery", writer Andy Home states, "Investors played copper from the short side for much of last year, if they were prepared to engage at all. Rolling lockdowns in China, an energy crisis in Europe and aggressive rate hikes in the United States were all good reasons to give Doctor Copper a wide berth. The funds' sudden return is a sign that many are betting on a much sunnier outlook." Amerigo also just announced on January 17, 2023 their 2022 production results that came in above guidance, as well as provided their guidance for 2023. With all the news around copper right now, I invited on Aurora Davidson to discuss that, and: Amerigo's business model, and how they are copper producer without owning an actual copper mine Working exclusively with Codelco and what that means for their business and future growth potential Geopolitical risks working in Chile, and; Her vision for the company in 3-5 years With that, please enjoy my conversation with Aurora Davidson, President and CEO of Amerigo Resources. For more information about Amerigo Resources, please visit: http://www.amerigoresources.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design o
Ep 315Overcoming Frustrating Investments, What Worked in 2022 and What Didn’t with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management
For today's show, I invited back on Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management. It's still January, it's still time to reflect on the year that was, and so, we did just that. Last time I had Adam on was about 4 years ago, and since then his fund has grown, as well as his experience as a MicroCap investor. We jam on a few topics here today: what worked for him in 2022, specifically: businesses doing accretive M&A (which we get into more) and activist involvement, what didn't work, managing mental and emotional side of investing, especially in a year like 2022, capital raising in this environment and positioning himself heading into 2023. Speaking to the headline of today's show, we also discuss why his investment in Polished.com has, "been one of the more frustrating investments I've ever made", and the idea of frustrating investments in general. For more information about Adam Wilk and Greystone Capital Management, please visit: https://www.greystonevalue.com/ You can Follow Adam Wilk on Twitter @AKWilk: https://twitter.com/AKWilk Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 314China Re-Opening, Consumer Trends to Look at in China and What this Means for MicroCaps with Michael Fritzell, Editor of Asian Century Stocks
As of Sunday, January 8, 2023, China has re-opened its doors to travellers. In the previous few months, while the rest of the world has gone back to pre-pandemic guidelines and everything has opened up, China had remained on very strict lockdowns, and from a international business perspective, folks were wondering what are we supposed to do about this - will China ever re-open? If so, what will the new restrictions be? Also, how do we think about China within the international business community when you compound lockdowns with their association with allegations of supporting Putin in the Ukraine War and the crackdown on Chinese tech companies. Nevertheless, China has re-opened, and I wanted to put this news into context as some institutions start to look at investing overseas to park capital if the U.S. is to go into a recession. To help me answer all these questions, I invited on Michael Fritzell, Editor of Asian Century Stocks. Michael is Swedish citizen who has been living in Asia since 2009, currently resides in Singapore, and has been investing in Asian stocks since 2008. In our discussion today, we discuss the China re-opening, consumer trends we should be looking in China with the re-opening, non-Chinese companies that sell product to China consumer base, investing in non-China-based Asian companies, and what this all means for MicroCaps in general. For more information about Asian Century Stocks, please visit: https://www.asiancenturystocks.com/ You can Follow Michael Fritzell on Twitter @Fritz844: https://twitter.com/Fritz844 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 313Vicinity Motor Corp. (NASDAQ: VEV) (TSX-V: VMC): Electric Vehicle Manufacturer for Both Public and Commercial Enterprise Use
My guest on the show today is William Trainer, CEO, President, Director of Vicinity Motor Corp. (NASDAQ: VEV) (TSX-V: VMC). Vicinity Motor Corp. is a North American supplier of electric vehicles for both public and commercial enterprise use. The Company leverages a dealer network and close relationships with world-class manufacturing partners to supply its flagship electric, CNG and clean-diesel Vicinity buses, the VMC 1200 electric truck and a VMC Optimal-EV shuttle bus. I've known Vicinity for a long time now, since they were known as Grande West Transportation, and I invited Will on to share their journey, as well as: Recently announced $100M+ Purchase Order for 1,000 VMC 1200 Electric Trucks, and what that means for the company Diversifying their product offering beyond Electric Buses for municipalities into Electric Trucks Managing supply chain disruptions that they and most auto manufacturers experienced, and; How 2023 is all about executing their business model With that, please enjoy my conversation with William Trainer, CEO, President, Director of Vicinity Motor Corp. For more information about Vicinity Motor, please visit: https://vicinitymotorcorp.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 312MicroCap Observations for 2022, Indicators for 2023 Trends? with Artem Fokin, Founder and Portfolio Manager at Caro-Kann Capital
I invited Artem Fokin, Founder and Portfolio Manager of Caro-Kann Capital to do our version of a 2022 wrap-up in MicroCaps and whether or not our observations could be indicators of trends for 2023. 2022 was a difficult year for almost everyone's portfolio across the board, especially if you are an active MicroCap investor, and so we reflect on events that could've been catalysts for steep declines in MicroCap stock prices. Artem and I also provide our observations, including our thoughts on who the biggest winners and losers were for 2022. For more information about Caro-Kann Capital, please visit: http://caro-kann-capital.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 310AUDIO REPLAY: Stock Pitch World Cup™ - Team Canada
Stock Pitch World Cup™ - Team Canada hosted by Paul Andreola at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Sharon Wang, PenderFund Harold Leishman, Canaccord Genuity Ryan Irvine, Keystone Financial @RyanIrvine75 Mathieu Martin, Rivemont MicroCap Fund @espacemc Video version of the Stock Pitch World Cup™ - Team Canada, can be viewed here: https://www.youtube.com/watch?v=w16dgPQpvcM This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 309AUDIO REPLAY: Stock Pitch World Cup™ - Team USA
Stock Pitch World Cup™ - Team USA hosted by Maj Soueidan at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Quim Abril @AbrilQuim Jan Svenda @JanSvenda Scott Weis, Semco Capital Video version of the Stock Pitch World Cup™ - Team USA, can be viewed here: https://www.youtube.com/watch?v=-rJq7o9Za1I This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 308AUDIO REPLAY: Stock Pitch World Cup™ - Team Asia
Stock Pitch World Cup™ - Team Asia hosted by Kelvin Seetoh at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Michael Fritzell @Fritz88 Tan Jun Hao @jhcapitall Video version of the Stock Pitch World Cup™ - Team Asia, can be viewed here: https://www.youtube.com/watch?v=7Hq8qVNqGEo This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 311AUDIO REPLAY: Stock Pitch World Cup™ - Team Europe
Stock Pitch World Cup™ - Team Europe hosted by Jason Hirschman at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Luke Wolgram @LukeWolgram Hermann Peterscheck @petershk Rukun Duggal, Chandern Capital LP Video version of the Stock Pitch World Cup™ - Team Europe, can be viewed here: https://www.youtube.com/watch?v=wleBE7HLRaU This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 307AUDIO REPLAY: Stock Pitch World Cup™ - Team Australia
Stock Pitch World Cup™ - Team Australia hosted by Fadi Diab at the Planet MicroCap Showcase: VIRTUAL | December 6-8, 2022. Stock Pitchers: Matt Joass, Maven Funds Michael Wu, Full-time Private Investor David Pevcic, 62 Capital Video version of the Stock Pitch World Cup™ - Team Australia, can be viewed here: https://youtu.be/dLyzPBNU6Ms This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 306AgriFORCE Growing Systems (NASDAQ: AGRI): Using Technology to Transform Farm Food
My guest on the show today is Ingo Mueller, CEO of AgriFORCE Growing Systems Ltd. (NASDAQ: AGRI). AgriFORCE Growing Systems is an AgTech company focused on the development and acquisition of crop production know-how and intellectual property augmented by advanced AgTech facilities and solutions. Looking to serve the global market, the Company’s current focus is on North and Central America, Europe, and Asia. The AgriFORCE vision is to be a leader in delivering plant-based foods and products through advanced and sustainable AgTech solution platforms that make positive change in the world—from seed to table. Agriculture technology or "AgTech" sector has garnered a lot more attention in recent years due to growing demand to feed a growing global population with entrepreneurs around the globe working tirelessly for solutions to this problem. AgriFORCE is right there in the fight, and we dive into: AgriFORCE's technology solutions and brands GrowHOUSE facilities opportunity The company's business strategy, and; Where CEO, Ingo Mueller, would like to see the company in 3-5 years. With that, please enjoy my conversation with Ingo Mueller, CEO of AgriFORCE Growing Systems Ltd. For more information about AgriFORCE, please visit: www.agriforcegs.com Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 305Ep. 252 - Investing Self-Reflection on Jouranlytic with Jake Taylor, Founder of Journalytic and Co-Host of Value After Hours Podcast
For this episode of the Planet MicroCap Podcast, I spoke with Jake Taylor, Founder of Journalytic and Co-Host of Value After Hours Podcast. A few short weeks ago, Jake and his team did a soft launch of Journalytic, an online investment journaling tool that was born from Jake's desire to have something not only to track his ideas, but that included many additional features. 2022 has been quite a year in the investing world - the list of events that happened is too long to go over here - but, even when things aren't as hectic as they were, this is a good time to self-reflect, think about what worked, what didn't work. What better way to start practicing introspection than by doing it, and I think Journalytic is a really interesting tool to help with that. We spend most of the episode talking about Journalytic and how it works - in fact, if you watch the video version of today's pod, we did a screen share for Jake to demo the product. We close out with Jake's own reflection on 2022 and the year that was, and how he's getting ready for the year to come. For more information about Journalytic and sign up for a free account, please visit: https://journalytic.com/ You can Follow Jake Taylor on Twitter @farnamjake1: https://twitter.com/farnamjake1 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 304Ep. 251 - Leveraging Your Stock Watchlist and Defining a Decent Business with Nat Stewart, Founder of NAS Capital
For this episode of the Planet MicroCap Podcast, I spoke with Nat Stewart, Full-time private investor, Founder of NAS Capital and Editor of the Nat Stewart - Stock Picking Newsletter on Substack. At the time of the recording, only a couple weeks ago, it seemed there was a never ending stream of bad news in finance. So, Nat and I wanted to share with you a good ole fashioned MicroCap conversation. Tune out all the noise by joining Nat and I talking about our mutual love of MicroCap stocks, as well as his investing philosophy with an idea that demonstrates his strategy in action. For me, the best advice Nat gave here was how he uses his stock watchlist - we talk about it all the time on pod, almost everyone we talk to uses one, but Nat clearly outlines a simple, useful way to leverage a watchlist. For more information about Nat Stewart, NAS Capital and his newsletter, please visit: https://stockpicking.substack.com/ You can Follow Nat Stewart on Twitter @natstewart5: https://twitter.com/natstewart5 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 303Real Good Foods (NASDAQ: RGF): Modernizing Frozen Food by Making More Nutritious and Craveable Food
My guest on the show today is Bryan Freeman, Executive Chairman of The Real Good Food Company (NASDAQ: RGF). Real Good Foods is a leading health and wellness frozen foods company, providing a better way to enjoy your favorite foods. The Company’s mission is to provide “Real Food You Feel Good About Eating”, making delicious, nutritious foods that are low in sugar, low in carbohydrates and high in protein. The Real Good Foods family of products includes breakfast, lunch, dinner, and snacks – available in over 16,000 stores nationwide with additional direct-to-consumer options. I have interviewed companies in the frozen foods space over the years, and I wanted to chat with Bryan today about the industry as it exists today, especially since COVID, as well as: How RGF positions their frozen food products and the Frozen Foods total addressable market Real Good Foods product differentiation Digital marketing strategy by working with social media influencers; and, Growth strategy and path to profitability With that, please enjoy my conversation with Bryan Freeman, Executive Chairman of The Real Good Food Company. For more information about The Real Good Food Company, please visit: https://realgoodfoods.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 302NowVertical Group (TSX-V: NOW): Building the Vertical Intelligent Future
My guest on the show today is Daren Trousdell, Chairman and CEO of NowVertical Group (TSX-V: NOW). NOW is a vertical intelligence "VI" software and solutions company growing organically and through acquisition. NOW’s VI solutions are organized by industry vertical and are built upon a foundational set of data technologies that fuse, secure, and mobilize data in a transformative and compliant way. The NOW product suite enables the creation of high-value VI solutions that are predictive in nature and drive automation specific to each high-value industry vertical. Periodically, I crowdsource what companies you'd like to hear me interview on here, and NowVertical came up a few times, and they also are a constituent in the Planet MicroCap Index this quarter. With all that said, I invited Daren on the show to discuss: NowVertical's acquisition strategy and criteria Vertical Intelligence, what this means and suite of software and solutions available to their target customer base, as well as, who is their target customer base Path to profitability and balancing that goal with growing at the pace they foresee With that, please enjoy my conversation with Daren Trousdell, Chairman and CEO of NowVertical Group. For more information about NowVertical Group, please visit: https://www.nowvertical.com/ Today's episode is sponsored by: Socialsuite takes the complexity out of Environmental, Social, and Governance or ESG reporting. Socialsuite helps organizations to measure, monitor and report on their progress to create value through ESG in order to raise capital, improve brand and reputation, as well as mitigate risk. Socialsuite’s software platform makes ESG reporting fast, simple and affordable. Companies can start building a baseline report in under 60 minutes and start reporting publicly within 30 days. Start your ESG journey - today. Visit https://www.socialsuitehq.com/ to learn more. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 301Ep. 250 - Planes, Trains and Trucks...Investing in Freight Transports with Vanck Zhu, @vanckzhu
For this episode of the Planet MicroCap Podcast, I spoke with Vanck Zhu, full-time private investor. Prior to becoming a full-time investor, as well as working at Etsy, Vanck previously covered the Freight Transports sector on the sell-side and parlayed that experience and launched a substack called, "Planes, Trains, &...Trucks." Even though he hasn't updated his substack for little bit, he still has a wealth of knowledge about the space and thought it'd interesting to learn more about the freight transports sector. He also happened to compete on Season 29 of the Amazing Race, so I guess it's all very appropriate that not only did Vanck compete on THE reality competition show around traveling, he covered the travel (albeit on the freight side) for a living. You can Follow Vanck Zhu on Twitter @vanckzhu: https://twitter.com/vanckzhu Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 300Innovative Food Holdings (OTCQB: IVFH): A Leader in Direct-to-Chef & Direct-to-Consumer eCommerce Platforms
My guest on the show today is Sam Klepfish, Chairman and CEO of Innovative Food Holdings (OTCQB: IVFH). IVFH is a leading end-to-end direct-to-consumer e-commerce platform and direct-to-chef platform connecting the world’s best artisan food makers with top chefs and epicurean consumers nationwide. Innovative Food Holdings has presented at all the main MicroCap events, so you may have heard about this company before. I've known Sam for a long time, and I wanted to invite Sam on here to dive deeper into IVFH as it exists today, and provide an opportunity for Sam to give you his unfettered perspective on the business. I'm thankful that Sam took the time to speak with me here today in this format. With that, please enjoy my conversation with Sam Klepfish, Chairman and CEO of Innovative Food Holdings. For more information about Innovative Food Holdings, please visit: https://www.ivfh.com/ This video contains certain forward-looking statements and information relating to Innovative Food Holdings, Inc. (the “Company”) that are based on the current beliefs of the Company’s management, as well as assumptions made by, and information currently available to, the Company. Such statements reflect the current views of the Company with respect to future events and are subject to certain assumptions, including those described in this release. Should one or more of these underlying assumptions prove incorrect, actual results may vary materially from those described herein as “should,” “could,” “will,” “anticipate,” “believe,” “intend,” “plan,” “might,” “potentially” “targeting” or “expect.” Additional factors that could also cause actual results to differ materially relate to the global COVID-19 crisis, international crisis, environmental and economic issues and other risk factors described in our public filings. The Company does not intend to update these forward-looking statements. The content of the websites referenced above are not incorporated herein. This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 299Issuer Direct Corporation (NYSE American: ISDR): Global Brands’ One Stop Shop for All Communications Needs
My guest on the show today is Brian Balbirnie, CEO of Issuer Direct Corporation (NYSE American: ISDR). Issuer Direct® is a leading communications and compliance company, providing solutions for both Public Relations and Investor Relations Professionals. Our comprehensive solutions are used by thousands of customers from emerging startups to multi-billion dollar global brands, ensuring their most important moments are reaching the right audiences, via our industry leading newswire, IR website solutions, events technology, and compliance solutions. For full disclosure, we're a customer of Issuer Direct's, using their events software and webcast solutions for our investor conferences, as well as publishing press releases through the Accesswire platform. I've also known Brian for pretty much my entire career working in MicroCaps and would consider him both a friend and colleague, and have always admired how he's gone about building and running Issuer Direct over the years. We've done a couple interviews over the years, but thought it was time for us to geek out on the media and news business, as well as discuss: Issuer Direct's just announced acquisition of Newswire and what the biggest acquisition in the company's history means for them moving forward the in and outs of the Press Release and News Distribution business and industry Lessons learned from mistakes made and what inspired the founding of Issuer Direct, and; Brian's vision for the company in 3-5 years With that, please enjoy my conversation with Brian Balbirnie, CEO of Issuer Direct Corporation.For more information about Issuer Direct Corporation, please visit: https://www.issuerdirect.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 298Ep. 249 - Beware of Carrot Chasers with Brian Weber, General Partner at BRW Investors
For this episode of the Planet MicroCap Podcast, I spoke with Brian Weber, General Partner at BRW Investors. I've known Brian for a few years now, and we actually did a fun panel in 2021 with fellow guests of the show, Chris Krug and Artem Fokin, discussing MicroCap Due Diligence in the virtual world. Brian is as active a MicroCap investor as it gets, who has the record, or is right up there for doing the most 1x1 meetings (at least at our events) in the last few years. In our discussion, we talk about his background, where we have similar inspirations for getting into MicroCaps (our dads!). One key part of the conversation and why I titled this episode what I did is because MicroCap companies can have a tendency to chase that carrot or trend that investors are flocking to. We chat about what separates the companies that are prepared to carrot chase vs. those who are just going to keep chasing. For more information about Brian Weber, you can connect with him on LinkedIn here: https://www.linkedin.com/in/brian-weber-12310558/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 297LogicMark, Inc. (NASDAQ: LGMK): From PERS Technology to Caring Platform as a Service
My guest on the show today is Chia-Lin Simmons, CEO of LogicMark, Inc. (NASDAQ: LGMK). LogicMark, Inc. provides personal emergency response systems (PERS), health communications devices and technologies to create a Connected Care Platform. The Company’s devices give people the ability to receive care at home and confidence to age in place. LogicMark revolutionized the PERS industry by incorporating two-way voice communication technology directly into its medical alert pendant and providing this life-saving technology at a price point everyday consumers can afford. The Company’s PERS technologies are sold through the United States Veterans Health Administration and dealers/distributors. LogicMark has been awarded a contract by the U.S. General Services Administration that enables the Company to distribute its products to federal, state, and local governments. I recently met Chia-Lin at a conference and wanted to have her on to discuss: Turn-around strategy and pivoting to LogicMark from NXT-ID LogicMark's current products and ultimate goal of becoming a "Caring Platform as a Service" company Working with government institutions, in particular, with the Veterans Health Administration and the nature of that relationship, and; The company's path to profitability With that, please enjoy my conversation with Chia-Lin Simmons, CEO of LogicMark, Inc. For more information about LogicMark, Inc., please visit: https://www.logicmark.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.
Ep 296Ep. 248 - Time to Look for “Fallen Angels” Stocks? with Fadi Diab (@TheGladiatorHC) and Billy Duberstein (Stone Oak Capital)
For this episode of the Planet MicroCap Podcast, I spoke with Fadi Diab @TheGladiatorHC on Twitter and Billy Duberstein from Stone Oak Capital. We recently published the Q3 2022 issue of the Planet MicroCap Review magazine, which is now available on SCRIBD, ISSUU and Substack. The theme for this issue is "Time to Look for “Fallen Angels” Stocks?". According to the Planet MicroCap Index, from Jan 2022 to the end of Q3, MicroCaps are down 34.74%, not too far off from all major indices. Almost every MicroCap company you look at is down at least 30%-50% on average. As my friend and colleague, Rick Rule, loves to remind me, "Bear Markets are the Authors of Bull Markets", thus I sought after a few authors to help me answer if now is the time to look at some of the most beaten up names out there. Special thank you to Ben Claremon and Tim Travis, who although couldn't join our chat today, contributed great pieces discussing Fallen Angels as well. Fadi and Billy jumped on to talk more about "Fallen Angels", what that phrase means to them, and more. My favorite part of our conversation today that I think you should all pay attention to is when we discuss how to determine whether a particular stock that's down 30-40-50-80 percent is deserved because it's a dog, or whether it's a quality business whose valuation is more of an overreaction - I thought Billy and Fadi made some excellent points and suggestions here on what they look for here. Check out the latest issue of the Planet MicroCap Review here: https://www.scribd.com/document/601442193/Planet-MicroCap-Review-Q3-2022 For more information about Stone Oak Capital, please visit: https://stoneoakcapitalllc.com/ You can Follow Billy Duberstein on Twitter @BDubes82 : https://twitter.com/BDubes82 You can Follow Fadi Diab on Twitter @TheGladiatorHC: https://twitter.com/TheGladiatorHC Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 295Ep. 247 - Finding Anomalies, Community Banks, RCI 3.0 and LDI Pension Crisis with Andrew Martin and Nick Peters, Fairlight Capital LLC
For this episode of the Planet MicroCap Podcast, I spoke with Andrew Martin and Nick Peters, CEO and CIO of Fairlight Capital LLC. Fairlight Capital LLC is an alternative investment manager with exposure to Small and MicroCap stocks that I've been following for a while, and its long overdue to have Andrew and Nick on the show. They recently published the Q3 2022 investor letter, so I wanted to dive in to a bunch of topics they brought up in there: value in US community banks, LDI Pension Crisis, outlook for the remainder of 2022, plus their investing strategy and research process, where we talk about their investment in RCI Hospitality. For more information about Fairlight Capital, please visit: https://www.fairlightcapital.com/ You can Follow Fairlight Capital on Twitter @Fairlight_Cap: https://twitter.com/Fairlight_Cap Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Ep 294Airgain (NASDAQ: AIRG): Evolving from Components to Providing Wireless Systems
My guest on the show today is Jacob Suen, President and CEO of Airgain (NASDAQ: AIRG). Airgain is a leading provider of wireless connectivity solutions, creating and delivering products that include embedded components, external antennas, and integrated systems, across the globe. The company's mission is to connect the world through optimized integrated wireless solutions. Airgain’s expertise in custom cellular and antenna system design pairs with their focus on high-growth technologies and our dedication to simplifying the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, Airgain helps to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Jacob has been with the company for 15+ years and seen the company grow to where it is today and is now steering the ship since taking over as CEO in 2019. We talk about his full experience at the company, plus: How the company has evolved from providing components to wireless systems Upselling Airgain's product suite to its Tier One clients Competing in the IoT space, and; Where he sees the company in 3-5 years and inflection points to get them there With that, please enjoy my conversation with Jacob Suen, President and CEO of Airgain. For more information about Airgain, please visit: https://airgain.com/ Regarding notes concerning Forward-Looking Statements and the discussion of Non-GAAP Financial Measures, please reference Airgain’s 2022 Second Quarter Earnings release here: https://investors.airgain.com/news-events/press-releases/detail/164/airgain-reports-second-quarter-2022-financial-results. For more information on the Company, please reference the most recently filed annual 10K report here: https://investors.airgain.com/sec-filings/all-sec-filings?form_type=10-K&year=##document-582-0000950170-22-004238-2 This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.