MicroValue

401 posts

MicroValue

@ValueStalker

Nothing here should be considered investment advice.

Katılım Ocak 2020

525 Takip Edilen2.1K Takipçiler

MicroValue@ValueStalker·6d

$NTIP we’ll get a fair value adjustment in 1Q’26

MicroValue@ValueStalker

$NTIP is an interesting little company. Not a fantastic business, it’s a patent troll i.e. burns money on litigation in between settlements. With that said, the company has had some success with large entities in the past (e.g. Hewlett-Packard, 2021).

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MicroValue@ValueStalker·6d

10/10 annual report art $MCEM

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MicroValue@ValueStalker·13 Mar

@alluvialcapital had some solid timing on the Tactile Fund launch!

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MicroValue@ValueStalker·7 Mar

Which is it @EWScrippsCo ? $SSP

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MicroValue@ValueStalker·26 Şub

$CNRD Even better comp- direct competitor. Not as lofty a multiple, selling for 6.6x segment EBITDA. businesswire.com/news/home/2026…

MicroValue@ValueStalker

Decent comp for $CNRD; going to trade at about 9x 2026 consensus EBITDA. saltchuk.com/great-lakes-dr…

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MicroValue@ValueStalker·13 Şub

businesswire.com/news/home/2026…

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MicroValue@ValueStalker·13 Şub

Current assets less total liabilities equates to ~$1.60 vs. ~$1.40 trading today. Current assets exclude an investment in a private biotech company called ILiAD Biotechnologies ($7M cost/ $2.2M book) which, based on recent milestones, may be worth more than that:

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MicroValue@ValueStalker·13 Şub

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MicroValue@ValueStalker·13 Şub

FINALLY got the $CSU VIC pitch… not sure if that’s bullish or bearish

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MicroValue@ValueStalker·13 Şub

Decent comp for $CNRD; going to trade at about 9x 2026 consensus EBITDA. saltchuk.com/great-lakes-dr…

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MicroValue@ValueStalker·12 Şub

@Ron284Ron I’ve been following this one for a bit..noticed a small timeline shift from 2H 2026 to tail end of 2026 for a final investment decision. Just watching for now!

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Ronbo@Ron284Ron·10 Şub

$KEWL If anyone is interested in $KEWL. There will be a virtual conference call today @ 12 ET. by Highland Copper Co. $HDRSF which is currently exploring $KEWL property. virtualinvestorconferences.com/wcc/eh/4814904…

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MicroValue@ValueStalker·11 Şub

$ESP are there algos in microcaps? Yes, revenue was down in the quarter. Also, please read the 10-Q!

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MicroValue@ValueStalker·30 Oca

Wow, big block as $BSND goes

Ronbo@Ron284Ron

New high: $LYBC New low: $ELLH -$1.10 to $11.60 on 700, $11.60/15 $BSND -$100 to $750 on 120, expert. What's going on here? $FMBL +$14.99 to $8,340 on 7, $8,325.01/8,304.49 $MUEL -$6.29 to $497.53 on 65, $463.58/496 $CMTV +$2.68 to $31.69 on 1.6K, $31.26/31.69

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MicroValue@ValueStalker·30 Oca

@Ron284Ron waiting for the 4Q mark-to-market 👀

Ronbo@Ron284Ron

New high: $MCCK +$2 to $66.99 on 436, $63.01/66.99 I'll take a shout out😃 $OFLX -$.70 to $32.06 on 2.2K, $31.04/33.02 $HKHC Unch @ $28 on 600, 427.50/27.75 $BAFN +$.17 to $6.69 on 4K, $6.60/6.70

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MicroValue@ValueStalker·22 Oca

Cash holding up OK so far too