Today's Small Cap Stocks Pulse
Deep Fission targets up to $1.66B valuation in fresh Nasdaq IPO
Deep Fission announced a Nasdaq IPO seeking $157M at $24‑$26 per share, which would value the company at as much as $1.66B. The filing shows its cash deficit widened to $88.1M in March from $56.2M in December.
Kristie Batten: Legacy on the Road to Redemption
Legacy Minerals (ASX:LGM) released a scoping study for its Mt Carrington brownfield project, projecting a $542 million AUD (≈$357 million USD) pre‑tax NPV at a gold price of A$5,950/oz and a 32% IRR. The study highlighted an exceptionally low all‑in sustaining cost of $1,061 AUD/oz gold and a three‑year payback, yet the shares fell to a 52‑week low. Management says the results are bank‑approved and will be refined with optimisation work and expanded drilling. With $8 million AUD (≈$5.3 million USD) cash on hand, Legacy aims to fund the next phase and trigger a market re‑rating.
AI‑HBM Boom Fuels Camtek Growth; Hold, Buy on Dip
AI-driven HBM demand underpins Camtek growth; strong margins, 26% 5y CAGR. Valuation trades at ~40x '27 EPS and China/regulatory exposure risks. Consider Hold with buy on pullback to <$110. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
VTech Posts Strong FY2026 Gains, Cautious FY2027 Outlook
VTech wrapped FY2026 strong—revenue up 4.6% to $2.12B, net profit climbing 18%. The 20th straight year of dividend growth? 👏 FY2027 outlook is more cautious: tariffs & costs pressuring margins, but modest revenue growth expected. Shifting production out of China. VTechEarnings
Collin Kettell & Rick Rule: Why The Palisades Portfolio Is Impossible to Reproduce
In a candid interview at the 2026 Natural Resource Investment Symposium, Rick Rule sits down with Palisades Gold Corp. CEO Colin Kettell to explain why the firm’s portfolio of junior‑resource assets and warrants is “impossible to reproduce.” Kettell outlines Palisades’...
Lake Street Remains Bullish on Velo3D, Inc. (VELO) Post Q1 Results
Lake Street raised its price target on Velo3D (NASDAQ:VELO) to $20 from $18 and kept a Buy rating after the company posted its fiscal Q1 2026 results. Revenue climbed to $13.8 million, a 48% year‑over‑year increase, while gross margin reached 17.2%....
Badger Meter Unveils 2025 Smart Water Roadmap
Badger Meter just dropped their Analyst Day transcript. Key insights on their smart water strategy, growth plans, and tech roadmap for 2025. A must-read for anyone watching $BMI. WaterTech
Seeking Undervalued Small‑Cap with Strong Fundamentals and Institutional Support
Hey @grok Which small-cap stock has the best combination of strong fundamentals, institutional accumulation, and low Wall Street coverage right now?
Replenish Nutrients (CSE: ERTH | OTC: VVIVF) Discusses Commercial Expansion and Licensing Activity
Replenish Nutrients Holding Corp., listed on the CSE as ERTH and OTC as VVIVF, appeared on the Planet MicroCap podcast to outline its commercial expansion and licensing strategy. CEO/CTO Neil Wiens explained that the company’s core technology relies on biologically driven...
Dip Buyers Showed up Fast as Small Caps Lead the Bounce
The video recaps a volatile week where aggressive dip‑buying reversed a brief market pullback, allowing the S&P 500 and Nasdaq to post modest gains after a 2.5‑4% slide—the largest since the April V‑shape. Macro headwinds, notably rising 10‑year Treasury yields,...
5km Copper-Gold Target in Ontario, But Why Did Others Walk Away? | Storm Exploration CEO Interview
Storm Exploration’s CEO Bruce Hutton discussed the company’s flagship Gold Standard project, a 5‑kilometer electromagnetic conductivity anomaly in northwestern Ontario that the team believes hosts a volcanogenic massive sulfide (VMS) system rich in copper and zinc. The interview highlighted historic Inco...
Oramed Abandons Oral Insulin, Shifts to Risky Holding Model
Oramed scrapped its oral insulin, lost ~90% value, and pivoted to an investment holding company. Now it’s a cash discount play with big risks. Can management pick winners? 🤷♂️ BiotechPivot
Insider Buying Surge Signals Confidence in PTX Metals
@inkresearch reports officers at @PTXMetals $PTX.V $PANXF have bought relentlessly since Jan 2024, adding over $870,000 worth of shares, including CEO @GregFerron who has bought over $230K worth of shares. Indeed, it often pays to follow the insiders- especially as drills are...
Thistle Resources (TSXV:TRCG) - Fully Funded Explorer Advances Gold and Antimony Projects
Thistle Resources (TSXV:TRCG) debuted on the Toronto Stock Exchange Venture, presenting a portfolio of five exploration projects in New Brunswick’s Bathurst mining camp. The company’s flagship is the Middle River Gold deposit, complemented by a high‑grade antimony‑silver‑gold Brunswick project and...
Equities Spotlight: The Enduring Equity Rally
The episode focuses on the surprisingly resilient equity rally, emphasizing how retail investors have become the primary “buy‑the‑dip” force behind continued market gains. Host Bobby and guests dissect the rally’s drivers, from strong earnings reports to the diminishing market impact...
Implantica AG (IPLTF) Q1 2026 Earnings Call Transcript
Implantica AG’s Q1 2026 earnings call highlighted its flagship device, RefluxStop, a minimally invasive solution for gastro‑esophageal reflux disease (GERD). The CEO noted the condition affects roughly one billion people globally, positioning the product in a massive addressable market. To date, 50...
Archon Capital Dumps $8.8M EZCORP Stake, Highlighting Pivot in Pawn‑Shop Lending
Archon Capital Management sold all 367,433 shares of pawn‑shop lender EZCORP for an estimated $8.81 million, wiping out a $7.14 million loss on the position. The exit comes as EZCORP posted record revenue and rapid store expansion, raising questions about why the...
Ixigo Rallies 6% After Q4 Profit Doubles To ₹32 Cr
ixigo shares surged nearly 6% after the travel platform reported Q4 FY26 profit doubling to ₹32.1 Cr (≈ $3.4 M). Operating revenue grew 9% year‑on‑year to ₹308 Cr (≈ $32 M), while full‑year profit rose 19% to ₹71.5 Cr. Gross transaction value climbed 12% YoY to ₹8,279 Cr,...
Evogene Reports Q1 2026 Results as AgPlenus Herbicide and Fungicide Programs Advance
Evogene Ltd. posted a Q1 2026 net loss of about $5.9 million, with revenue plunging to $0.3 million from $2.3 million a year earlier. Its AgPlenus subsidiary advanced herbicide research with Corteva and moved an internal fungicide program into lead optimization, while the...
Resources Top 5: White Energy Powers up on Coal Build; Others Fire Across Critical and Precious Metals
White Energy announced a non‑binding term sheet to acquire the Lolley No. 1 metallurgical coal project in Alabama and the Tin Hut Creek asset in Queensland’s Surat Basin, valuing the deals at roughly $5 million and $4 million respectively, funded largely through a...
OHB – How the “Secret” German SpaceX Made 15x
German aerospace firm OHB SE, once a tiny hydraulics shop in Bremen, has become Europe’s leading space‑systems supplier. After a rocky IPO in 2000 and a 2023 KKR tender at €44 ($48) per share, the stock has rocketed 15× to...
Cavco Industries Reports Fiscal 2026 Fourth Quarter and Year End Results
Cavco Industries reported fiscal 2026 results, posting $2.245 billion in net revenue, up 11.4% year‑over‑year, and net income of $190.6 million, translating to diluted earnings of $23.98 per share. The factory‑built housing segment drove revenue growth, while the financial‑services unit more than...