MicroCapClub

In this business breakdowns, Adam Wilk and Trevor Treweeke sit down with BeWhere Holdings (BEW.V / BEWFF) President and CEO Owen Moore. This MicroCap Business Breakdowns discussion took place live on December 22nd, 2025, on the MicroCapClub Community. ⁠https://microcapclub.com/join-now/⁠BeWhere Holdings Inc. is a Mobile-IoT (M-IoT) / Industrial-IoT company that designs, manufactures, and sells hardware with sensors plus software (mobile apps, middleware, cloud-platform) to enable real-time tracking and monitoring of non-powered assets, as well as environmental sensing. Its end markets include a wide set of industries with need for remote or distributed asset/inventory management, notably logistics, transportation and fleet operations (trailers, dry vans, chassis), construction and heavy equipment, government and public services (e.g. emergency-services gear tracking), utilities / infrastructure, healthcare & EMS, and general supply-chain / inventory management. https://bewhere.comDisclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

In this business breakdowns, Ian Cassel and Chris Plahm sit down with Sanara MedTech (SMTI) CEO Seth Yon and CFO Elizabeth Tayler. This MicroCap Business Breakdowns discussion took place live on December 11th, 2025, on the MicroCapClub Community. ⁠https://microcapclub.com/join-now/⁠Sanara is a profitable, growing, 90%+ gross margin small-cap med-tech company trading at 1/2 of peer group multiple. The surgical business is on a path toward 20% growth or roughly $125 million in revenue and around $25 million in EBITDA in 2026, representing a multiple today of 1.75x EV/Sales and 8.8x EV/EBITDA. Peer med-tech companies with similar growth and margin characteristics typically trade at 3- 6x sales and in the low-teens to high-teens on EBITDA. The shutdown of THP (discontinued operations) in late 2025, will make the financials much cleaner and easier for investors to see and model through 2026 and beyond. The setup is in place for a meaningful re-rating along with operational progress as the story becomes purely surgical and operating leverage continues to show through. https://sanaramedtech.comDisclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Adam Wilk and John LaGourgue have a conversation with Paul Andreola, CEO of NameSilo (URL.CN / URLOF). This MicroCap Business Breakdowns discussion took place live on November 18th, 2025, on the MicroCapClub Community. ⁠https://microcapclub.com/join-now/⁠NameSilo LLC is a low-cost provider of domain name registration and management services. As an accredited ICANN registrar, NameSilo is one of the fastest growing domain registrars in the world with approximately 4.67 million active domains under management from approximately 160 countries.NameSilo Technologies Corp. invests its capital in companies and opportunities which management believes are undervalued and have potential for significant appreciation. The company makes investments in both public and private markets and focuses on opportunities in a wide variety of industries excluding the resource and resource service sectors. https://www.namesilo.comDisclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Ryan Telford, Head of Evidence Based Research at MicroCapClub, reveals why Canadian microcaps outperform their U.S. counterparts. He discusses the resource concentration in Canada and differences in revenue and profitability, emphasizing how liquidity affects investment. Telford introduces his GUTS framework (Growth, Undervalued, Timing, Sentiment), showcasing its relevance for successful strategies. He highlights the stronger net margins and momentum signals in Canadian microcaps, making for a compelling case for investors eyeing this sector.

Adam Wilk and Charles Hutchison have a conversation with CEO Shane Madden and Board Chair Shafin Diamond of Hydreight Technologies (NURS.V/HYDTF). This MicroCap Business Breakdowns discussion took place live on December 5th, 2025, on the MicroCapClub Community. ⁠https://microcapclub.com/join-now/⁠Hydreight Technologies is a 50-state mobile healthcare and telemedicine company and one of the fastest-growing in North America. Hydreight has grown rapidly from ~C$1mm in adj. revenue in 2020 to over C$22mm during 2024, exclusively through its nurse network and white-label solutions verticals. It has already onboarded 3,000+ nurses, with significant improvement in new business partner sign-ups expected going forward.Beyond its legacy verticals, NURS’s newly launched D2C VSDHOne platform is expected to geometrically scale recurring-type revenues beginning in 3Q25. Already ahead of schedule, the platform has sold 400+ licenses, targeting 1,000 by year-end. Existing partners are already generating more than 100k monthly orders, with the pipeline being enough to hit the 1.3mm+ full-year order target, even before factoring in its expanding catalog of recurring medications and new partnerships not yet included in guidance. Hydreight now holds its strongest cash position in its history and is fully funded to pursue bold strategic moves if needed. https://hydreight.comDisclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Ryan Irvine, President & CEO at Keystone Financial, gave a proof of concept idea then pitched DNG.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit https://microcapclub.com/ Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Dean Pernas, Analyst at Pernas Research, gave a pitch on CGEH at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit https://microcapclub.com/ Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Balkar Sivia, Founder White Falcon Capital, gave a pitch on AFN.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit https://microcapclub.com/ Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Julian Goto, CFA, Investment Associate at CG Wealth Management, gave a presentation at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit https://microcapclub.com/ Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Jesse Gamble, Senior Vice President & Portfolio Manager at Donville Kent Asset Management, gave a pitch on IMP.TO at Planet Microcap Toronto 2025 in collaboration with MicroCapClub. Not part of the MicroCapClub community? Join Us https://microcapclub.com/join-now/MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1300+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena. For more information, visit https://microcapclub.com/ Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.