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This past week, I engaged in a Skull Session Management Briefing (Full Video Here) with Jan Loeb, the CEO and President of Acorn Energy Inc (OOTC:ACFN), covering the company’s second-quarter results and growth initiatives. As always, in addition to the full video, clips can be seen at our Pro Portal.
Acorn Energy manufactures remote monitoring products, focusing on industries like commercial, industrial, and residential power generation and corrosion protection. They faced a growth slowdown in 2022 due to the sunsetting of 3G technology, which led to a reduction in connections and revenue. However, they rebounded with a renewed focus on LTE technology and are now aiming for 20% annual cash basis revenue growth.
A major growth initiative involves Acorn Energy’s partnership with C-Power, a company dealing with demand response energy industry by offering services to energy producers.
“Demand response refers broadly to actions by retail customers that change their consumption of electric power in response to price signals, incentives, or directions from system operators and market participants.” (Source: Springer Link)
“Demand-side management (DSM) programs consist of the planning, implementing, and monitoring activities of electric utilities which are designed to encourage consumers to modify their level and pattern of electricity usage.” ( Source: U.S. Energy Information Administration)
This initiative allows Acorn Energy to remotely control generators for power grid support, with the goal of generating substantial recurring revenue. Read on for a tad of Information Arbitrage gleaned from the talk.
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Tweets From Maj’s Feed
3 reasons not invest in Microcaps:
1. You’d rather buy stocks like Monster Beverage Corporation (NASDAQ:MNST) Nv5 Global, Inc. (NASDAQ:NVEE) Xpel, Inc. (NASDAQ:XPEL) Rand Worldwide Inc (OOTC:RWWI) after they 10x+ & aren’t microcaps anymore.
2. You’d rather listen to haters like some fund managers more interested in scaling to earn fees who can’t beat the market or the media vs.…— Maj Soueidan (@majgeoinvesting) August 20, 2023
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Another great excerpt from the book chronicling Peter Cundill’s investment journey. Lesson👉sometimes if you like a stock, don’t be piggy.. buy with both fists. In this example, he started buying at $4, ending with a cost of $8.. selling at $20 in a year. Paid to be “irrational.” https://t.co/fOSZBUMUNa pic.twitter.com/7rM8voTsmX
— Maj Soueidan (@majgeoinvesting) August 16, 2023
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Here is a link to my entire chat with @RTelford_invest on his quant strategy he calls #GUTS…
Factors:
Growth, Undervalued, Timing, SentimentMindset:
Gumption, Uncertainty, Timing/Trust, Staminahttps://t.co/CEK9AYzt4R https://t.co/tfj2b5FDWt— Maj Soueidan (@majgeoinvesting) August 15, 2023
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If you thought @Geoinvesting was just another microcap stock picking chop shop, you’d be mistaken. Sure, we love picking stocks & putting our reputation on the line. However, we’re much more than that. GEO Is a research platform. We turn over rocks because we enjoy what we do.👇 https://t.co/9ALHqiHC3o
— Maj Soueidan (@majgeoinvesting) August 14, 2023
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