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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.
This week, much of our attention was focused on the MS Microcaps Summer Virtual Conference. The three-day event, held in partnership with Small-Cap Discoveries and Geoinvesting, brought together Canadian and U.S. public companies, microcap investors, and discussions around AI topics we are actively researching. Later in this post, you’ll be able to click on the link to the videos and investor pitches you want to watch.
The investor pitch lineup was: Gurkirat Singh, Aurelion Research, Multibagger Mike, Ben Brostoff and Lee Roach. I also threw in my own pitch at the end of the event.
Overall, I was extremely impressed with the quality of the pitches, as well as the quality of the stocks that were pitched. I think a portfolio of these stocks will deliver significant alpha.
Special thanks to Paul Andreola (@PaulAndreola) and Nicholas Cortellucci (@NickCortellucci) for helping source some of the companies.
Stocks discussed at Geoinvesting last week:
Feature Stock: 6 investor pitches + 10 company presentations from BEWFF (TSXV:BEW) TSXV:WOLF URLOF (CSE:URL) IFABF (TSX:IFA) DNGDF (TSX:DNG) TSXV:ALCH LINK PDEX BESS RFIL
Earnings: MUEL USAQ CMT CXDO FTEK FACO TATT NNBR FALC TPC ASYS KRMD
Updates: OCC RELL BURCA
InfoArb Tear Sheets: SCKT TAC (TSX:TA) SUMXF (TSX:SXP) TSN STRL CRD-A CLPT MED J TREX LGIH AUDC CXDO CMT SGC ACNT SGHC FTK LMB OSPN FTEK CAI TPC LEU DXPE BLBD EZPW ROCK XPEL MLR
This week, much of our attention was focused on the MS Microcaps Summer Virtual Conference. The three-day event, held in partnership with Small-Cap Discoveries and Geoinvesting, brought together Canadian and U.S. public companies, microcap investors, and discussions around AI topics we are actively researching. This was an exclusive event for subscribers to Small-Cap Discoveries, Geoinvesting or the Microcap Investing Cliff Notes Substack.
We kicked off the conference with the Canadian company showcase, featuring presentations from Bewhere Holdings Inc. (OTCQB:BEWFF) (TSXV:BEW), Grey Wolf Health Corp (TSXV:WOLF), Namesilo Technologies Corp. (OTCQB:URLOF) (CSE:URL), ifabric Corp. (OTC:IFABF) (TSX:IFA), Dynacor Group Inc. (OOTC:DNGDF) (TSX:DNG) and Alchemy Labs Inc. (TSXV:ALCH). Subscribers had the opportunity to hear directly from management teams and participate in live Q&A sessions, providing additional context beyond traditional filings and earnings releases.
Personally, I really like IFABF (TSX:IFA), even though the stock has increased nicely over the past year or so. Overall, I think every Canadian company is worth digging into.
DNGDF (TSX:DNG) has a major expansion in progress and offers a way to play “gold” without some of the risks associated with investing in miners. URLOF (CSE:URL) is hoping investors will start assigning a multiple to some of the investments the company is making in private companies, backed by its predictable domain registrar business. BEWFF (TSXV:BEW) has made a move to make its asset-tracking offering more affordable for customers, essentially turning the story into more of a recurring-revenue model. TSXV:ALCH is Paul Andreola’s XPEL 2.0, with large addressable markets in both the military and commercial sectors. TSXV:WOLF is starting to aggressively target its existing customers for more wallet share.
Day One — Replays & Summaries
- Bewhere Holdings Inc. (OTCQB:BEWFF) (TSXV:BEW) – Company Presentation (Replay Link)
- Grey Wolf Health Corp (TSXV:WOLF) – Company Presentation (Replay Link)
- Namesilo Technologies Corp. (OTCQB:URLOF) (CSE:URL) – Company Presentation (Replay Link)
- ifabric Corp. (OTC:IFABF) (TSX:IFA) – Company Presentation (Replay Link)
- Dynacor Group Inc. (OOTC:DNGDF) (TSX:DNG) – Company Presentation (Replay Link)
- Alchemy Labs (TSXV:ALCH) – Company Presentation (Replay Link)
Day Two shifted toward investor pitches and idea sharing. Gurkirat Singh, Aurelion Research, Multibagger Mike, Ben Brostoff, Lee Roach each presented an investment idea. We also heard from Interlink Electronics, Inc. (NASDAQ:LINK) through a company presentation and live Q&A. We’ve also put together a Summer 2026 Virtual Conference – Investor Pitches page, where you can watch the full replays and read the accompanying summaries all in one place.
Day Two — Pitch Replays & Summaries
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