Planet MicroCap Podcast | MicroCap Investing Strategies

Paul Cerro, CIO of Cedar Grove Capital Management, specializes in identifying growth opportunities in consumer and retail microcaps. He shares his journey from teenage market curiosity to Wall Street. Diving into microcap investing, he highlights the long-term growth potential and the importance of thorough research. Cerro discusses the risks involved, emphasizing a patient, adaptive approach to setbacks while harnessing social media as a tool for diligence. His insights provide a refreshing perspective on understanding businesses in their formative stages.

My guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private transaction with NOVA Infrastructure Fund for an all-cash consideration of C$2.00 per common share, a 270% premium to the closing price of the common shares on May 28, 2024. The company officially closed the planned take-private transaction on August 15, 2024. Today's interview has a few factors at play here: 1. We've done quite a few interviews recently here, i.e., with Mathieu Martin and Paul Andreola, about how M&A has been hot, particularly in Canada, for the last 12-18 months, with no signs of slowing down. 2. I've known Nick now for almost 10 years, having first interviewed him back in 2015, and have covered the UGE journey from beginning to now conclusion of their life as a public company. So, I wanted to share with you all a conversation about Nick's experience as a MicroCap public company CEO, what it means to run a MicroCap public company, what happened and why now was the time to go forward with the transaction to go private, lessons learned, insights to pass on about his experience being a MicroCap CEO and more! Now that the deal has officially closed, I really appreciated Nick's candor and hopefully a lot can be gleaned from this episode that the entire MicroCap space can learn from, as well as a glimpse behind the thought process when faced with the prospect of staying public vs. being acquired/going private. For more information about UGE, please visit: https://ugei.com/ We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period. We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community. First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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

My guests on the show today is Eddie Ryan, Co-Founder & CEO of kneat.com, inc. (TSX: KSI) (OTCQX: KSIOF). Kneat Solutions provides companies in highly regulated industries with validation and compliance through its digital validation platform Kneat Gx. Kneat Gx is a digital validation platform that enables highly regulated companies to manage any validation discipline from end-to-end. I invited on Eddie to learn more about: History of kneat + how and why they developed their validation platform Kneat Gx Problems that Kneat Gx is solving, specifically for the life sciences industry  What "validation" means, and why highly regulated industries need to have high quality solutions to meet their validation requirements What the competitive landscape looks like Progress towards profitability; balancing growth vs. focus on profitability, and their 3-5 year vision for the company For more information about kneat.com, please visit: https://investors.kneat.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.

In this engaging conversation, Jason Buck, the innovative CIO of Mutiny Funds, shares his unique investing philosophy based on the Cockroach Strategy, emphasizing resilience in tough markets. He recounts his journey from soccer to investment management, detailing lessons learned from the 2008 financial crisis. Discussion touches on the complexities of fund structures, the importance of risk management, and the art of crafting a diversified portfolio. Jason also highlights the need for ongoing communication with investment managers and adapting to changing economic landscapes.

My guest on the show today is Paul Andreola, Founder & Editor of Small Cap Discoveries. Yes, we are shamelessly marketing our upcoming event in Vancouver. Not afraid to admit it. But, we kept it short and sweet. We're serving up about 20 minutes of why Canadian markets may have opportunities galore, recent acquisitions and quick previews on a few companies that will be presenting.  For more information about Small Cap Discoveries, please visit: https://smallcapdiscoveries.com/ To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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

My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. We close out what feels like the shortest summer ever to wrap on a few topics, including: MicroCap performance for July and August, $TSSI performance, aerospace, fintwit, growth capital for quality companies and more! We discussed a number of stocks during our interview today, Maj also may or may not own companies that comprise his Tier One Quality MicroCap Index, please see MS MicroCaps and Geoinvesting for full disclosure.  For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/ For more information about GeoInvesting, please visit: https://geoinvesting.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap 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

Sam McColgan, an analyst at Breakout Investors, shares his fresh perspective on micro-cap stocks driven by his unique journey from engineering to investing. He discusses the challenges of startup investments, emphasizing the significance of management integrity and networking. Sam dives into his innovative investment strategies, showcasing companies like Geodrill, Kraken, and Locafy with promising growth potential. He also reflects on lessons learned from navigating market volatility, underscoring the importance of continuous learning in the investment world.

Craig Mull, CEO of Cipher Pharmaceuticals, and Bryan Jacobs, President, delve into the company’s strategic focus on dermatology. They discuss their impressive acquisition of Natroba, reshaping their product lineup for younger audiences. Listeners learn about ongoing clinical trials for nail fungus treatments, challenges in the competitive landscape, and operational synergies post-acquisition. The pair outlines their ambitious 3-5 year vision, emphasizing innovation and market expansion in specialty pharmaceuticals. This engaging conversation reveals the future of dermatological care.

Join James Emanuel, an author and managing partner at Rock & Turner Investment Company, as he unpacks the secrets of business success in his book 'Fabric of Success'. Discover how exceptional management differentiates standout companies from the mediocre. James shares insights into leadership traits, the contrasting paths of Microsoft and Apple, and the critical importance of long-term vision in business. He also discusses the pitfalls of short-term decision-making and the impact of ethical leadership on sustainable growth.

In this engaging discussion, Yale Bock, owner of Y H & C Investments and a savvy Las Vegas investor, shares his insights on tilting investment odds in his favor. He emphasizes the importance of thorough research and evaluating management teams for competitive advantages. Yale explores unique investment opportunities in various sectors, the challenges of private investments, and how to seize opportunities amidst market downturns like COVID-19. His approach combines patience and diligent analysis, making it a must-listen for aspiring investors.