My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…
Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…
OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.
An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…
Gatekeeper Systems’ revenue rebound is overshadowed by $19.3 million in nine-month operating cash burn, swelling inventory and overdue…
RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.
United Parks trades at 8x EBITDA with an 8%+ unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, while…
CUE · short Cue Biopharma faces a deteriorating balance sheet, recurring operating losses, ATM dilution and PIPE-investor selling pressure.
Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…
Red Violet CEO Derek Dubner and CSO Ole Poulsen came from Hank Asher’s Seisint, a Florida identity-resolution data-mining firm.
Sable Offshore restarted Santa Ynez oil flows under a Defense Production Act order, targeting 50,000 barrels daily and a path to 60,000…
Hallador’s 1 GW Merom plant could supply a proposed 1,000-acre Sullivan County data center, with local filings and Stantec references tying…
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
Ategrity Specialty’s 30% premium growth, stable reserves and $50 million buyback target an undervalued, thinly traded specialty insurer.
Braemar Hotels & Resorts’ Four Seasons sale prompts updated views on HST.
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
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