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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.
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Summary Of What’s In This Weekly Wrap-Up
This week’s update centers around the theme of turnarounds, including our refreshed Restructure/Turnaround Screen spotlighting three companies. We also published a Geoinvesting subscriber’s bullish write-up on Mistras Group Inc (NYSE:MG) and its shift toward data-centric asset monitoring. Finally, we recapped momentum from Asp Isotopes Inc. (NASDAQ:ASPI) following new supply agreements, and growing traction in Cca Industries, Inc. (OOTC:CAWW) turnaround story.
Some of the most compelling opportunities start out overlooked, even dismissed. These “ugly ducklings” are exactly the kinds of companies where quality often forms beneath the surface before it shows up in the numbers. I’ll revisit this discussion later this week.
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Upcoming Event
Starting Five virtual conference #5
Also, MS Microcap’s next Starting Five virtual conference is taking place on October 27–29, with a special focus on defense stocks. This themed event will feature ten carefully selected companies and insights from five well-respected investors.
MS Microcaps is partnering with Atrium Research to bring added depth to the event.
Subscribers to Geoinvesting and the Microcap Investing Cliff Notes Substack will get automatic access to the conference. You can read more about the conference here.
Ahead of the conference, we’re revisiting a Skull Session I hosted, chatting with Atrium Co-Founder Nicholas Cortellucci (@NickCortellucci), where he shared how Atrium approaches turnaround situations, waiting for tangible proof of improvement before committing. It’s a disciplined approach that mirrors the mindset driving this week’s turnaround theme and tomorrow morning‘s article on this subject.
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Earnings and Research Updates
New Turnaround Screen: First Three Names Added
We’ve officially re-rolled our Restructure/Turnaround Screen, starting with three names already familiar to Geoinvesting subscribers. Each company is at a different stage in its operational reset. The three symbols are:
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