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Highlights
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This week, we’d like to rewind the month of September and quickly spotlight a few of clips from Skull Sessions that we held – clips that we promised we’d extract with hopes that they’d inspire you to watch the rest of the events in case you missed them. They included 4 microcap management executive Skull Sessions and 2 talks with investing peers, both of which spoke with us about some bullish stock pitches.
9/4/2024 Fireside Chat with Dr. Abinand Rangesh, CEO of Tecogen, Inc. (TGEN)
Tecogen Inc (OTC:TGEN) CEO Dr. Abinand Rangesh outlines the company’s evolution from its origins as part of Thermoelectron (now Thermo Fisher) to its current focus on cogeneration products.
Initially, with a heavy emphasis on residential markets, Tecogen is now more aggressively serving commercial and industrial opportunities, particularly as power shortages arise nationwide. With changing energy policies, especially in places like New York, and growing demand from sectors like data centers, Tecogen is positioning itself to expand. Rangesh’s vision for the next 5-10 years includes enhanced production capabilities and a focus on both chillers and cogeneration solutions to capitalize on future market needs.
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9/12/2024 Fireside Chat with Steven Fife, CEO of LifeVantage Corporation (LFVN)
Lifevantage Corporation (NASDAQ:LFVN) CEO Steven Fife on September 12, 2024, Steven reflects on his 40-year career, beginning as a CFO for various tech companies, including JDS Uniphase.
He witnessed both explosive growth and dramatic declines, which shaped his approach to leadership. After joining LifeVantage as CFO, following internal challenges and management changes, Fife helped the company stabilize and resolve reporting weaknesses. Later, as CEO, he recognized the need to to adapt to changing customer behaviors and the gig economy. Fife emphasizes the importance of evolving business models to sustain growth.
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9/17/2024 Investor Insights Skull Session with Founder of Deep Sail Capital
The Founder of Deep Sail Capital highlighted Kraken Robotics Inc (TSXV:PNG.V) as his largest position, emphasizing its strong potential in the subsea technology market. Kraken specializes in batteries and sonar equipment for underwater autonomous vehicles. According to Deep Sail, Kraken’s battery technology, particularly its “SeaPower” systems, is among the most advanced for delivering power at great depths with minimal size. The company has secured partnerships with companies like Anduril, which are developing autonomous defense vehicles. Kraken is forecasted to reach $100 million in revenue this year, up from $60 million the previous year, with growth prospects that could push it toward a $1 billion market cap in a few years.
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9/19/2024 Fireside Chat with Covalon Technologies (CVALF) (COV.V) CEO Brent Ashton
Brent Ashton, CEO of Covalon Technologies, shares insights on the company’s mission and his personal journey.
Covalon Technologies develops and sells advanced wound care products and infection prevention solutions, primarily for hospitals, healthcare facilities, and patients. Ashton emphasizes the importance of delivering differentiated products that reduce infection risks and enhance care quality. Reflecting on his experience at 3M and BD, he highlights the lessons learned from managing large portfolios and acquisitions. Ashton’s transition to Covalon was driven by a desire to lead in an area he knows well, where smaller companies like Covalon can be more agile and responsive in a changing medtech landscape.
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