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Lightelligence files Hong Kong IPO prospectus, eyes AI-driven optical interconnect market
Shanghai‑based Lightelligence has filed a prospectus for a Hong Kong IPO, becoming the first pure‑play optical interconnect firm to join China’s AI‑focused public‑market surge. The company reported full‑year revenue of $15.5M, with sales tripling over the past two years, and previously raised $43.9M at a $1.14B valuation.
Streamex Corp. (STEX) held its Q4 2025 earnings call on April 8, 2026, highlighting the company’s recent transition to a public entity and the foundational work laid for its blockchain‑based platform. Management detailed early traction for its flagship tokenized asset product, GLDY, citing growing institutional interest and a roadmap to broaden offerings into additional tokenized and commodity assets through 2026. The call underscored a focus on scaling adoption, expanding the ecosystem, and positioning Streamex for accelerated growth in the emerging digital‑asset market.
Soaring gold and silver prices have prompted ASX junior miners in New South Wales to launch aggressive drill campaigns across the prolific Lachlan Fold Belt. Argent Minerals reported visible gold in its Lode 100 hole at the Kempfield project, a key...
Japan’s small‑cap ETF WisdomTree Japan Small Cap Dividend Fund (DFJ) has outperformed U.S. small‑cap benchmarks despite recent geopolitical headwinds. Over the past month DFJ fell less than comparable U.S. pure‑beta small‑cap ETFs and is ahead of the Russell 2000 and S&P SmallCap 600...
$CODI is a collection of crown jewels trapped in a fee-mining structure. SOTP lands at ~$12/share vs. the stock at ~$9.6/share. If corporate overhead is eliminated, liquidation value could reach ~$26/share. That’s what ADW Capital is now pushing for: a full piecemeal liquidation. The...
BMI Group is investing C$200 million ($144 million) as the lead limited partner in Rock Tech Lithium’s proposed lithium‑hydroxide converter plant in northern Ontario. The partnership also earmarks up to C$30 million ($21.6 million) for engineering, permitting and early site work, targeting a final...
As a seed investor back in late 2022 and in the pre-IPO round in 2025, the Koala is very excited for this day for The Metals Royalty Company $TMCR and the team led by Brian Paes-Braga @bpaesbraga If you haven't...
FormFactor $FORM joins a number of Semis & Semi-Cap Eqpt stocks which have begun to strengthen again meaningfully after $SOX recent breakdown attempt proved short-lived. @marketsurge @IBDinvestors charts found here: https://t.co/vmgJqlzgJC https://t.co/2E6uI606EH
A debt‑free microcap that has posted net‑income profit for three consecutive years announced two major 2025 distribution agreements, one already reflected in revenue and a second slated for a 3,700‑store rollout. The company is shifting from a single‑channel model, driving...
Took this off at $6.30 versus a $10.80 premium back in January Was a fun special situation and happy with the IRR over 3 months, got other uses for the capital now
Wise plc posted a 21.4% year‑over‑year increase in underlying income for Q3 2026, underscoring its expanding global footprint and niche diversification. The company’s ultra‑low‑cost model and proprietary technology stack are preserving margins and outpacing rivals such as PayPal. Valuation remains...
Daré Bioscience, led by CEO Sabrina Martucci Johnson, launched a Regulation A offering to raise $24.3 million, allowing individuals to invest as little as $250. The biotech focuses exclusively on women’s‑health therapeutics, including menopause, fertility, and vaginal‑health products, with its first solo...
TZ Limited (ASX:TZL) completed a capital raise of AUD 0.81 million (≈US $0.53 million) by issuing 16.2 million new shares at $0.05 each, a 22% premium to the last trade. The proceeds will be split between repaying AUD 0.25 million (≈US $0.17 million) of debt to Causeway Finance and...
Kidoz Inc (TSXV: KDOZ) is highlighted as a profitable, growing micro‑cap stock in a recent Common Sense Investing article. The piece serves as an introductory overview for subscribers, linking to an unlisted YouTube video that will be released publicly on...
The Space Innovators ETF (ticker NASA) gives retail investors private‑market exposure to SpaceX before its anticipated IPO, positioning the fund as a gateway to the dominant player in the space economy. SpaceX now accounts for over half of all launches...
The Canadian small‑cap drone sector is gaining investor attention as two firms, Volatus Aerospace and Draganfly Inc., navigate funding challenges and rapid market growth. Both companies have pursued equity raises that increase dilution, yet their financial trajectories differ: Volatus recently...
$RDDT -- analyst at Wells Fargo just raised their 2026 Q1 estimates and 2026 full year estimates for $RDDT after channel checks with "larger brand ad partners" This is from me... With continued platform growth, better monetization and bigger data...
$TMDX -- quality note/report this morning from Oppenheimer... they reiterated their buy rating... they reiterated their $175 price target... they made the following comments regarding fuel surcharge debate: "We have spent the last few weeks talking to various players in...
A micro‑cap firm closed two back‑to‑back acquisitions that could shift its revenue from irregular, lumpy streams to a steadier, technology‑driven model anchored by its proprietary automation platform. The platform is already delivering 60‑70% efficiency gains at one of the newly...
POP MART’s shares plunged over 30% in five sessions after its earnings release, wiping out roughly US$13 billion in market value. The drop was driven by slower overseas revenue growth—down from a 440% YoY surge in H1 2025 to 243% in...
Simply Good Foods (NASDAQ: SMPL) will report its Q2 earnings before the market opens on April 9, 2026. Analysts project earnings of $0.40 per share and revenue of about $344 million, both down from the prior year. The company recently appointed Joe Scalzo as...
Silo Pharma’s shares surged 51.8% to $0.54 in pre‑market trading after the European Patent Office issued a Rule 71(3) communication indicating a likely grant of a patent for its novel 5‑HT4 receptor preventative therapy. The announcement sparked a broader pre‑market rally...
Sometimes the market is just an idiot and hands you free 💰💰 2CRSi was even down (!) for a moment on the day of their monster guidance upgrade. A few days and over +30% later and the stock is back moving...
$MCE.AX gross spread 10% and prob 3mos or so to final close here...just gone exclusivity...STAM also buying up the arb...don't think there's an overbid here (but you never know) but this is prob a 35%+ IRR with (absent total end...
Microcap Quality Index (MSMqi) added a new aerospace parts supplier, highlighting strong sector tailwinds from a 15,000‑plane backlog and rising defense spending. The index’s aerospace exposure has generated multibagger returns, with several stocks posting gains above 300%. In the “Studs”...
PC Jeweller reported impressive Q4 FY2026 financial performance with 32% year-on-year revenue growth and 49% annual revenue increase for FY2026. The company made significant progress in debt reduction by 23% under Joint Settlement Agreement terms and signed strategic MoU with...
Valuation trick that has served me well over the years: Start with net cash companies. EBIT / 3 / (Prime +5%) > EV You can LBO the whole business with debt at prime + 5% that is covered 3x. Good for identifying undervalued takeout...
Heavy Rare Earths (ASX:HRE) has completed a board overhaul and now focuses on two flagship projects in South Australia: the tin‑rich Prospect Hill and the multi‑metal Radium Hill corridor. The company plans a 2,500‑metre drilling campaign at Prospect Hill to...
$JOJO has been my labor of conviction. Launched at the worst possible time for bonds. Survived the worst bear market in a generation. The setup is finally here. Pay attention. https://t.co/KUPXyEQEjp
Colt CZ $CZG still going strong. Easy thesis: > 🇪🇺 & 🔫 ✅ > Prague listing ❌ (great city though) > Near-term dual listing plans ✅ > Still hsd EV/EBITDA vs 15-20x for Euro peers ✅ https://t.co/Rdpy7mDI7L
Lee Freeman‑Shor and Clare Flynn Levy discuss their new book, Stock Market Maestros, in a MicroCapClub interview. The conversation delves into the winning habits, strategies, and mindsets that separate the world’s top investors from average players. They argue that rigorous...
Alpine Income Property Trust (PINE) retained its buy rating as analysts highlight a compelling blend of dividend yield and growth potential. The REIT continues to expand its net portfolio while delivering consistent FFO and operating cash‑flow growth, backed by anchor...
![Lee Roach Investor Roundtable on a Special Situation and Q4 Earnings Highlights [GeoWire Weekly No. 233]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://geoinvesting.com/wp-content/uploads/2026/04/0405_thumbnail.png)
GeoInvesting’s GeoWire Weekly No. 233 spotlights a roundtable discussion on a micro‑cap special‑situation stock undergoing bankruptcy, featuring investor Lee Roach, Lukas Milosic, and analyst Diego La Torre. The participants debated a best‑case scenario of roughly 100% upside versus a near‑zero downside. The issue also recaps...
"Speculative stocks fail because investors pay for growth before it becomes measurable." Most speculative stocks don’t fail by accident, they fail because of how they’re priced. Investors often pay for future growth long before it actually shows up in the numbers. That...
Innovotech Inc. (IOT.V) remains a tiny picocap with a $9.5 million market valuation, trading in the life‑sciences services niche. The stock has risen 30% over the past year but is down roughly 50% from its July highs, leaving its valuation virtually...
TRX Gold Corp., a junior gold miner operating exclusively in Tanzania, is positioned as a high‑risk, high‑reward play. The analyst issues a conditional Buy, contingent on a three‑year horizon, gold prices staying above $3,000 per ounce, and investor tolerance for...
Rigetti Computing (RGTI) was upgraded to a sell from strong sell as contract momentum improves, but product delays and a lofty $4.6 B valuation persist. The company’s 108‑qubit system appears delayed again, casting doubt on the December 2026 target for a 150‑qubit...
Robinhood (HOOD) has been upgraded to a Buy as the stock trades roughly 55% below its all‑time high, offering what analysts call a world‑class entry point. The broker‑dealer posted a 52% jump in FY25 revenue and a 76% surge in...
The Financial Times’ Stockpickers column highlights three names – Raspberry Pi, Princes Group and AG Barr – but the article is locked behind a paywall, so detailed analysis is unavailable. Raspberry Pi is a privately‑held maker of low‑cost computers that has attracted interest for...
Is the AI trade back in play? Advanced chip and semiconductor stocks are showing signs of life again, here’s how to play it.
The U.S. Securities and Exchange Commission is moving toward a rule that would let public companies opt for semi‑annual instead of quarterly filings, with a formal proposal expected by April 2026. The proposal has garnered backing from Nasdaq and the...
The MSMqi platform’s Spotlight Index delivered a 58.43% average return in March, peaking at 119.08%. The MSMqi 2022 index slipped 3.43% for the month but remains up 108.17% since its February 2022 launch, with a 19.81% CAGR. The newer MSMqi...
And of course there's a big move as I (finally!) finish the works and start building a decent position... $LODE https://t.co/FNHAfp5AKs
A leading aerospace parts supplier that serves Boeing, Airbus and major defense primes is riding a dual tailwind of a ten‑year, roughly 15,000‑aircraft backlog and a resurgence in global defence spending as NATO allies pledge 3.5% of GDP. Gross margins...
$SWMR means business since IPO. Fresh IPO that hit the market last month in the aerospace & defense industry. People say this is the "Palantir of drones," but revenue is still young and it's early stage. Fun story to watch develop.
Now that most companies reported, lets run Greenblatt's Magic Formula and check what companies it returns. I regularly find quite a few interesting ones. These are the top 50 stocks that the formula churned out, based on a market cap of >$50m...
Dean’s Q1 2026 portfolio posted a 10.8% return, outpacing the TSX Composite, Nasdaq and S&P 500. The strongest gains came from Cipher (CPH.to) and Viemed (VMD), each up over 20%, and an OFS basket that averaged roughly 35‑40% thanks to oil‑related stocks....
German Kontron $KTN shares recently dropped on poor results, mainly due to slow Q4 bookings and weak 2026 guidance. Insiders seem happy with the move and bought almost €3m worth of shares. ~6x forward EV/EBITDA, multi-bn order backlog, AI +...
Burford $BUR has been one of our best investments. A 7-bagger in a couple of years, with very little downside vol. Thought we were pretty smart at the time, having done a massive amount of DD. Now I just believe we were...
The Microcap Quality Index (MSMqi) weekly update highlights a new Cliff Note update on an infrastructure firm, spurred by a Canadian budget of roughly US$74 billion for infrastructure and defense. It also adds the stock to the Spotlight Stock Index as...
Enterprise Group (E.TO/ETOLF) discussed its infrastructure services strategy in a live interview with CEO Desmond O'Kell on March 23, 2026. The company is targeting Canada’s natural‑gas and site‑power markets by deploying advanced turbine technology for resource and construction projects. O'Kell...
