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This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting the most important developments across our 1,500+ microcap coverage universe built since 2009, including high-impact earnings reports, information arbitrage discoveries, contract announcements, and model portfolio updates. We also highlight insights from our investor and CEO interviews (Skull Sessions).
See all emails sent during the week here.
As usual, we highlight the stocks we want to watch most in our big movers and losers list of the week, included at the end of this post.
It was a slow earnings week so we will be featuring some major upgrades in the press release research platform built by team @InfoArbMonitor and @MicroCapHound. These upgrades will help us all find infoarb quicker and more efficiently.
Stocks discussed at Geoinvesting last week:
Feature: InfoArb.io Announcements: A tool built to uncover short- and long-term information arbitrage opportunities in real time and make your research process more efficient. In this update: the most innovative earnings calendar, real-time InfoArb headlines to help you find alpha + protect your portfolio, and deep filtering categories.
Contributor Research: KLNG featured in Byron Street Research’s first contributor piece; We have officially partnered with Byron to help us prioritize the infoarb we are finding. GeoInvesting subscribers will now, exclusively, get early insights from Byron.
Earnings: CODA RFIL IVDN
Updates: GLUC AMMX
InfoArb Tear Sheets: ZDGE CODA CMTL RFIL RTMNF (TSXV:RET)
Skull Sessions: Investor Insights with Deiya Pernas of Pernas Research
Feature Highlight From Our Microcap Coverage Universe
We’re continuing to build InfoArb.io with a singular goal: helping investors spend less time searching for information and more time acting on it.
Earnings Calendar: Coming Soon
We’re releasing phase one of an amazing earnings calendar, with the goal of it being the last earnings calendar you’ll ever need.
The upcoming Earnings Calendar will allow you to:
- Filter upcoming calls by your personal watchlists or view the entire earnings universe
- Instantly add events to your Google Calendar for automatic reminders
- Filter between:
- Live calls
- Confirmed scheduled calls
- Estimated reporting dates
- Completed events
We’re also integrating real-time InfoArb headlines directly into the calendar experience so you can quickly identify InfoArb as it happens.
Investors often prioritize earnings calls based on catalysts such as:
- Guidance increases or reductions
- Large contract wins
- New customer announcements
- Major capital raises or financing events
- Significant insider buying
- M&A activity
- New product launches
- Margin expansion opportunities
- Accelerating revenue growth
- Turnaround situations
- Regulatory approvals
- Data center, AI, infrastructure, or other emerging thematic exposure
We’ll cover these and more.
Desktop alerts are also on the roadmap.
Future versions are planned to include:
- Why Listen: highlighting potentially important discussion points before a call begins
- Why Care: helping investors quickly understand why a company or event may deserve deeper research
Our goal is simple: make it easier to identify the earnings calls that matter most.
Save, Tag, and Organize Press Releases
Research ideas often begin with a single press release.
Soon you’ll be able to save press releases directly within InfoArb.io and organize them using custom tags.
Use tags to:
- Build thematic research pipelines
- Track developing industry trends
- Share curated news collections with colleagues and investment partners
- Maybe you’ll want to create company, sector, or catalyst-specific research
- Develop investable ideas from recurring patterns in the news flow
Instead of losing important news in an endless stream of information, you’ll be able to build a searchable knowledge base around the themes that matter to you.
Quick View Dashboard
Also right around the corner is our new Quick View Dashboard designed to put your most important research tools front and center the moment you log in.
With a single click, you’ll be able to access:
- Your saved watchlists
- Favorite news filters
- Custom research views
- Frequently used workflows
It’s a lightweight feature, but one designed to reduce friction and help you get to actionable information faster.
More updates are coming as we continue building InfoArb.io into a comprehensive research platform focused on one thing: helping investors discover important information before the crowd.
Inside this Week’s Report:
- Contributor Research
- Earnings Reports Worth Monitoring
- Business & Operational Developments
- Latest InfoArb Tear Sheets
- Skull Sessions
- Coverage Universe Stats: Big Movers & Losers and New Highs & Lows
Contributor Research
Koil Energy Solutions, Inc. (OTCQB:KLNG) (subsea energy services) (Morning Email)
We are excited to launch our partnership with Byron Street Research’s (@realLigerCub on X), bringing additional due diligence and investigative research to our growing pipeline of microcap ideas.
The first contribution under this partnership focuses on KLNG. The research centered on shipping records, recent order scale, industry recovery, and whether investors may still be underestimating the size of KLNG’s contract momentum. The piece framed KLNG as potentially moving from a turnaround story toward an early-cycle growth story. You can read the full research here.
Earnings Reports Worth Monitoring
In this section of the weekly wrap-up, we provide the following to help you get caught up with what you might have missed during the week and a little extra:
- A table summarizing all the earnings reports in the morning emails we sent to you throughout the week.
- Important “quick takes” that we provided in the morning emails.
- New commentary, when relevant, especially if we didn’t offer commentary on a particular stock in the earnings table that we think now is worth mentioning, or if we’ve added a stock to the table that we did not talk about during the week.
Coda Octopus Group, Inc. (NASDAQ:CODA) (subsea technology) (Press Release Link) (Morning Email Link)
CODA reported Q2 results with higher EPS compared to prior year, but on lower revenue. The Diver Augmented Vision Display (DAVD)
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