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This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting key moves, missed signals, and overlooked opportunities in our 1,500+ coverage universe built since 2009.
Summary Of What’s In This Weekly Wrap-Up
This week’s coverage focused on our Skull Session with Buda Juice, Inc. (NYSE:BUDA) following its recent IPO. The CEO/co-founder shared insights on scaling fresh juice brands nationally, expanding distribution, and maintaining profitability while managing supply chain and operational challenges. The discussion highlighted early revenue traction, customer expansion, and capital spend decisions that the company hopes will drive long-term growth.
We usually don’t look at IPO’s in microcap land. So many tend to be too aggressively priced or are losing money. We generally would like to wait to see how things play out after the company goes public. However, BUDA caught our attention because it’s actually making money, and beverage companies, in general, are known to post mountains of losses as they chase revenue and market share.
To be clear, BUDA is not without risk. The company faces customer concentration and geographic concentration risk. There’s also going to be execution risk on how the company deploys proceeds received from the IPO, mostly to expand its manufacturing footprint. Our goal is to track the company’s progress to see if they use that money wisely to diversify the customer base and expand operations outside their southern exposure, mainly Texas, to the East and West Coast.
Oh, and I do plan on doing a little Peter Lynch reconnaissance and trying a bunch of their products the next time I’m in Texas (maybe visiting Tss, Inc. (NASDAQ:TSSI) new facility), because they don’t currently have any product in Puerto Rico or Florida. However, that’s probably going to change soon.🤞
Here’s a clip of the CEO talking about the evolution of the company’s products and geographic expansion plans. [Full video inside this post]
BUDA joins another beverage company we’re closely monitoring, Equator Beverage Company (OTCQB:MOJO). For those of you who are new premium subscribers to Geoinvesting, MOJO is a small, methodically growing coconut beverage company run by an experienced industry veteran. The company just cracked $1 million for multiple quarters, which is an important milestone for them, and has been slightly profitable, or around break-even, for the last few quarters. You can watch our October 2023 fireside skull session with CEO at this link.
More highlights include:
- Qhslab Inc (OTCQB:USAQ) reported preliminary 2025 results alongside balance sheet improvements and early reimbursement activity.
- Tx Rail Products, Inc. (OOTC:TXRP) lifted its annual earnings run rate following strong Q1 2026 performance.
- Branchout Food Inc. (NASDAQ:BOF) released preliminary Q4 and full-year sales figures tied to new retailer and club wins.
- Coda Octopus Group, Inc. (NASDAQ:CODA) delivered strong Q4 and full-year results supported by growing defense exposure.
- Rand Worldwide, Inc. (OOTC:RWWI) reported sharply higher year-over-year earnings in Q2 2026.
- Flexible Solutions International (NYSE:FSI) began production at its Panama facility, shifting international manufacturing.
- Crexendo, Inc. (NASDAQ:CXDO) entered a licensing agreement with Altigen Communications, Inc. (OTCQB:ATGN) around a new communications platform.
- Adf Group Inc. (OOTC:ADFJF) (TSX:DRX) secured a large multi-region contract win, expanding its backlog.
- California Nanotechnologies Cor (OOTC:CANOF) (TSXV:CNO) continues to face commercial revenue delays, though new order visibility hints at upside later in 2026.
- LinkedIn posts from two companies (Sign in or join today to show names) revealed potential information arbitrage around new product launches and partnerships that could dramatically improve the outlooks of both of these companies for the first time in several years.
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