This week we had a skull session event with the CEO of Aluula Composites Inc (OOTC:AUUAF) (TSXV:AUUA), earnings coverage on PPIH and CSBR and an addition of a stock to one of our model portfolios, partly motivated by how Oracle Corporation (NYSE:ORCL)’s surging demand in it’s cloud revenue is telegraphing good things for this company.

The Skull Session highlight of the week was our “You Make The Call” chat with Sage Berryman, CEO of Aluula Composites Inc (OOTC:AUUAF) (TSXV:AUUA). The company manufactures and sells composite materials that are used in sectors like wind sports, outdoor gear, sailing, and other commercial applications. By the way, the company will be attending the Planet MicroCap conference in Toronto, Canada on October 22, 2025.

This was our second “You Make The Call” event. Our first was the result of Brett Mass of Hayden IR, suggesting that we should interview AZ, even though AZ didn’t meet the criteria of factors we normally look for when inviting companies to present on our Skull Sessions platform. However, we were attracted to AZ smart shopping cart product category, so that’s how we came up with the “You Make The Call” event. Let’s see if they can convince us to at least track the company.

The standout this week was our fireside chat with Nik Raman, CEO of $PXHI (used phone reseller/platform). Nik walked us through the company’s journey, from scrappy early iterations of a consumer-facing phone recycling platform to what it is today: a B2B software play quietly building mission-critical infrastructure behind the global used phone supply chain. On the day of the chat, the company announced a special dividend of $1.15, which temporarily sent the stock up 30%.

This week’s update recaps highlights from our September Open Forum, including August performance stats across our coverage universe, biggest movers, and new highs. And a last-second move, I also added a new name to our Focus Model Portfolio, an idea that emerged from real-time discussion and conviction that I was talking out loud about, and then it just hit me, why haven’t I added this to the Model Portfolio?🤯 

Even though we record and archive all of our video events, it’s situations like this that motivate me to remind you that attending our live events can be incredibly beneficial… it makes our Open Forums valuable beyond prepared slides.