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Planet MicroCap Podcast | MicroCap Investing Strategies

Latest episodes

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Sep 26, 2023 • 43min

State of the Junior Mining Market + Tools for the Modern Junior Mining Investor with Tavi Costa (Crescat Capital) / Emily King (Prospector Portal) / Steven De Jong (VRIFY)

On the quick trip to Beaver Creek, I had the opportunity to moderate a panel titled, "Tools for the Modern Junior Mining Investor." Thank you again to the Levental family, Misha and Jessica, for hosting me and for the chance to speak with Tavi, Emily and Steven for a great conversation about the State of the Junior Mining Market, as well as the tools for the modern junior mining investor. We cover everything here at Planet MicroCap and I was grateful to be in-person to get first hand accounts and sentiment in the space. Tavi Costa, Crescat Capital: https://www.crescat.net/ Emily King, Prospector Portal: https://www.prospectorportal.com/ Steven De Jong: https://vrify.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
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Sep 21, 2023 • 2h 33min

VANCOUVER 2023 Investor Keynotes with Paul Andreola / Dave Barr / Harold Leishman / Ryan Irvine / Hamed Shahbazi / Brent Todd

Investor keynotes from the VANCOUVER 2023 event: Paul Andreola shares his microcap investing strategies, Dave Barr discusses finding successful microcap companies, Harold Leishman talks about investing in microcap stocks, Hamed Shahbazi highlights the growth of Well Health Technologies, Brent Todd explores opportunities for investing in microcap companies, and Ryan Irvine discusses analyzing micro cap valuations and risks in the market.
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Sep 19, 2023 • 58min

BioSyent (TSX-V: RX): Specialty Pharmaceutical Company Focused on Commercializing Assets in Canada

My guest on the show today is Rene Goehrum, President, CEO and Chairman of BioSyent (TSX-V: RX). BioSyent is a specialty pharmaceutical company focused on commercializing products that the company says provides a distinguishable benefit to patients and their healthcare providers and, according to their website, is known for their ability to effectively and efficiently introduce new products to the Canadian market. BioSyent is, as the company states on their website, actively sought out as the Canadian market partner of choice by brand innovators with niche or specialty products looking for a trusted partner. The first time we interviewed Rene was back in June 2013. At the beginning of June 2013, the stock was trading around $1.30, and as of recording of this introduction, the morning of September 15, 2023, the stock closed at $7.85. Furthermore, as of Q2 2023, the company has reported 52 consecutive profitable quarters, according to their Q2 2023 results presentation. Many of you listening know the BioSyent story well, and yet despite the company's performance during Rene's tenure, I think some of you would agree that BioSyent is the most well-known unknown company. I thought it was time for folks that don't know the company's history and where they were going to have Rene on the show to chat about all of that, plus: Capital allocation discipline and approach Criteria for in-licensing new products, and; Rene's "promised land" / long-term vision for BioSyent With that, please enjoy my conversation with Rene Goehrum, President, CEO and Chairman of BioSyent. For more information about BioSyent, please visit: http://www.biosyent.com/rx/home/ 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.
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Sep 12, 2023 • 51min

What the Data Says the Market Hates Right Now + One Semi-Bold Prediction with Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours

Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours, discusses the current state of Microcap stocks, the potential for a recession, the long period of underperformance for value in the market, the 10-year Treasury yield curve inversion, standout companies in the small micro-cap market, fundamental weaknesses in the market, current market conditions and long-term investment strategy.
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Sep 7, 2023 • 46min

BK Technologies (NYSE American: BKTI): Wireless Radio Communications Equipment for the Public Safety Market

My guest on the show today is John Suzuki, CEO of BK Technologies Corporation (NYSE American: BKTI).  BK Technologies Corporation, through its operating subsidiaries, manufactures high-specification, American-made communications equipment of unsurpassed reliability and value for use by public safety professionals and government agencies. BK Technologies' SaaS business focuses on new, innovative public safety smartphone services that will make the first responders safer or more productive. BK Technologies participated at our event in Las Vegas in April 2023 and as host, I was running around and didn't get a chance to hear their Q&A with Scott Weis from Semco Capital live, but did have a chance to listen to it on our YouTube Channel. After watching that, I invited CEO John Suzuki on to better understand: What the Land, Mobile, Radio competitive landscape looks like Who BK Technologies competes with Focus on providing radio communications for the wildland fires market, and how they are looking to expand to more verticals How folks should about the financial performance, specifically regarding gross margins; and, Why radios is still a viable technology that folks use and need With that, please enjoy my conversation with John Suzuki, CEO of BK Technologies Corporation. For more information about BK Technologies, please visit: https://www.bktechnologies.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.
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Sep 5, 2023 • 37min

Revisiting ”MicroCaps” White Paper, International MicroCaps and Industrials/Tech/Consumer Sector Takes with Donald Porter, Portfolio Manager

Donald Porter, Portfolio Manager and Equity Research Analyst, discusses the current state of MicroCaps, challenges faced by managers, ideal scenario for MicroCap investing, analysis of industrial and tech sectors, influence of AI on the industrial sector and stock market, MicroCap perspective on consumer and tech sectors, and investing in Canadian tech and MicroCaps.
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Aug 29, 2023 • 34min

The MicroCap Double Whammy: Poor Stock Performance + No Allocation = Opportunity with Jonathan Boyar, President of Boyar Research

My guest on the show today is Jonathan Boyar, President of Boyar Research. I recently saw Jonathan as a guest on the Value After Hours podcast with Tobias Carlisle and Jake Taylor, and invited him on to get his perspective on the markets in 2023, as well as his take on MicroCap performance. As the title states, we've been experiencing a double whammy in MicroCaps: poor stock performance over the last two years and allocators are not distributing funds to MicroCap strategists. We talk at length about why this environment is fertile ground for MicroCap investors that know what they are doing. Jonathan and I also talk about his latest venture: the Boyar Research substack, where you can actually get Jonathan's latest MicroCap picks as a subscriber - the link to the Boyar Research substack is in the show notes. Subscribe to the Boyar Research Substack here: https://boyarresearch.substack.com/  You can Follow Boyar Value Group on Twitter/X here: https://twitter.com/BoyarValue  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  
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Aug 22, 2023 • 58min

VANCOUVER Presenting Company Breakdown with Paul Andreola, Founder and Editor of SmallCap Discoveries

Paul Andreola, Founder and Editor of SmallCap Discoveries, breaks down various presenting companies participating in the Planet MicroCap Showcase event in Vancouver. The podcast covers topics such as revenue generating microcap companies, webcasting investor conferences, ESG investing, cracking robotics, a former meatball brand's transformation, video content management, life science companies, the digitization of the supply chain, Nova Leap Health Corp's acquisitions, and an upcoming Planet MicroCap Showcase event. Exciting and diverse topics for microcap investing enthusiasts.
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Aug 15, 2023 • 49min

Interviewing Company CEOs: The Must-Ask Question Checklist Every Investor Needs with Gary Mishuris, Managing Partner and CIO at Silver Ring Value Partners

Gary Mishuris, Managing Partner and CIO at Silver Ring Value Partners, shares a checklist of must-ask questions for investors when interviewing company CEOs. He emphasizes the importance of establishing goals before speaking with management and constructing questions based on those goals. Topics covered include understanding CEO values, assessing competitive advantage and capital allocation, evaluating CEO beliefs through historical actions, and approaching conversations with management about concerns.
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Aug 8, 2023 • 45min

Why/Why Not Invest in Illiquid MicroCap Stocks + $OTCM $CSU.TO $AEP.V $GLXZ with Simon Handrahan, Editor of Margin of Safety Investing Newsletter

My guest on the show today is Simon Handrahan, Editor of the Margin of Safety Investing Newsletter. He recently shared a Tweet (or a post now, an "X", I don't know), where he asked his audience: "Individual investors: why don't you invest in illiquid microcaps?" When you deal with MicroCaps, there's a good chance you'll come across a company you might like that meets all your criteria, and it barely trades. This is not news to most of you, but I thought the question that Simon posted on Twitter/X got me thinking: how illiquid is too illiquid? Is the lack of liquidity THE edge when investing in MicroCap stocks? So, I invited on Simon to chat further about all of this plus his theses on stocks currently in his portfolio: Constellation Software CSU, OTC Markets OTCM, Atlas Engineered AEP on the Venture and Galaxy Gaming GLXZ. For more information about the Margin of Safety Investing Newsletter on Substack, please visit: https://www.marginofsafetyinvesting.com/  You can Follow Simon Handrahan on Twitter @MoS_Investing: https://twitter.com/MoS_Investing 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

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