Today's Small Cap Stocks Pulse
Deep Fission targets up to $1.66B valuation in new Nasdaq IPO
Deep Fission announced a Nasdaq IPO seeking $157 million at $24‑$26 per share, which would value the nuclear startup at up to $1.66 billion. The company previously completed a reverse merger that raised $30 million but never traded on the OTCQB. Its latest S‑1 filing shows a cash deficit of $88.1 million as of March, up from $56.2 million in December.
Orpheus Gears up for Uranium Drilling Push in South Australia
Orpheus Uranium (ASX:ORP) has secured all regulatory approvals to commence drilling at its Frome uranium project in South Australia, adding to existing permits for the Radium Hill South Project. The Frome site sits beside Boss Energy’s Goulds Dam, which hosts a JORC‑reported 33.1 million pounds of U3O8, and benefits from 73,650 metres of historic drilling across a 12 km × 7 km zone. The company also completed the licence transfer for the Pirie Basin project, expanding its ISR‑compatible portfolio ahead of a 2026 exploration push. Management cites tightening global uranium supply and rising demand from utilities and data‑center operators as drivers for the accelerated push.
NZ King Salmon Hikes FY26 Guidance on Strong Summer Farming
New Zealand King Salmon (ASX:NZK) lifted its FY26 earnings outlook to NZ$19‑27 million (≈$11‑16 m), up from NZ$9‑15 million (≈$5‑9 m). Pro‑forma EBIT is now projected at NZ$10‑18 million (≈$6‑11 m), reversing a prior loss scenario. Harvest volumes were raised to 5,800‑6,100 tonnes, reflecting lower summer mortality...
Gorilla Gold Mines Accelerating Multi-Asset Resource Growth in Western Australia
Gorilla Gold Mines (ASX: GG8) has consolidated three core Western Australian gold assets—Comet Vale, Mulwarrie and Vivien—into a 1.5 million‑ounce, 3.8 g/t Au portfolio. The company reports a discovery cost of roughly $16.5 per ounce, far below the industry average, and is...
Vivos Therapeutics Posts 16% Revenue Rise but Wider Losses in 2025
Vivos Therapeutics announced full‑year 2025 revenue of $17.44 million, up 16% from the prior year, but its net loss widened to $21.17 million, or $2.07 per share, compared with a $11.14 million loss a year earlier. The mixed results underscore the challenge of...
Resolution Minerals Appoints Brett Lynch to Board Ahead of Planned Nasdaq Listing
Resolution Minerals (ASX:RML) has appointed mining veteran Brett Lynch as a non‑executive director ahead of its planned Nasdaq listing. The move supports the company’s push to develop the Horse Heaven antimony‑tungsten‑gold project in Idaho, which recently earned FAST‑41 status. Lynch brings more...
Chino Commercial Bancorp (CCBC) Q1 2026 Earnings Call Transcript
Chino Commercial Bancorp reported Q3 2024 earnings with total operating revenue of $189.1 million, up 7.8% year‑over‑year, marking five consecutive quarters of growth. Net interest income rose 3% to $112.7 million and net interest margin ticked up to 3.05%, driven by loan...
West Coast Silver Identifies New Priority Drill Target at Elizabeth Hill Following DHEM Results
West Coast Silver (ASX:WCE) has pinpointed a new down‑hole electromagnetic (DHEM) conductor at its Elizabeth Hill silver project, aligning with a historic 42 g/t Ag intersection. The conductive plate, estimated at 400‑1,200 Siemens, sits about 50 m east of the existing mine and...
Obesity Treatment Firm Kailera Upsizes IPO to Raise $625 Million
Kailera Therapeutics Inc., a clinical‑stage biotech specializing in obesity treatments, announced an upsized initial public offering. The company sold roughly 39 million shares at $16 each, raising $625 million, the largest U.S. biotech listing since 2021. The offering was priced at the...
Inseego Corp. To Report First Quarter 2026 Financial Results on May 7, 2026
Inseego Corp., a Nasdaq‑listed leader in 5G mobile broadband and fixed wireless access, announced it will release its first‑quarter 2026 financial results after the market close on May 7, 2026. The company will host a conference call at 5:00 p.m. Eastern Time, with...
XTI Aerospace Posts $121.6M FY 2025 Revenue, Guides $160M+ 2026 After $40M Drone Nerds Deal
XTI Aerospace announced FY 2025 revenue of $121.6 million and Q4 revenue of $22.5 million, highlighted a $40 million acquisition of Drone Nerds and a $25 million strategic investment from Unusual Machines. The company now expects 2026 revenue of at least $160 million, underscoring a...
Argonaut Algorithm: Why David Franklyn Sees Lithium as a Long-Term Play After the Iran War
Argonaut Funds manager David Franklyn says the Iran‑related oil shock has accelerated a shift toward lithium, which he views as a long‑term winner. He notes lithium prices have rebounded to about US$2,200 per tonne, driven by falling EV costs and...
Madison Air Must Have Inhaled
Madison Air (ticker MAIR) is an HVAC roll‑up that leans heavily on hype, branding its fan installations as a revolutionary "Return on Air" solution. Management claims a 15% boost in warehouse productivity and a 30% cut in energy costs after...
Activist Catalyst Could Unlock $20‑25 Valuation for ALOT
$ALOT is a solid goodco/badco setup with a clear catalyst - Activist (9.2%) ousted the CEO, took a board seat, and forced a strategic review (now underway) - Earnings power is masked by a bad acquisition a few years back - On norm....
Patience Pays: Ride TMDX Volatility, Trim Rips, Buy Dips
Not a good day for $TMDX... down -6% on no news... averaging 34 flights per day through 15 days which is a new record pace... on track for 3,000+ flights in Q2 I've owned $TMDX for 5+ years and it's one...
Vince Posts 4.7% Sales Rise to $83.7M in Q4 2025, DTC Up 10.4%
Vince (VNCE) announced Q4 2025 net sales of $83.7 million, a 4.7% rise led by a 10.4% surge in direct‑to‑consumer revenue. Wholesale slipped 1.2% after a $2 million sales headwind from paused shipments to Saks Global, and the company projected modest top‑line...
Short $CAR After Early Highs if Price Stalls
My strat on $CAR is to wait for the first 15-30 minute highs and if it fails to push higher, short it as close to the high-of-day as possible, with a stop at high-of-day to maximize risk:reward. Add on pops....
Small‑mid Caps Poised to Reclaim Premium over Large Caps
Smalls and mids still trading at a big discount to large. Recovered a some of the discount but traded at a premium to large for most of the decade. Got to this level in 2022 before falling back. Question is...
Gold Basin Fires CEO for Alleged Misconduct
Gold Basin Resources (TSXV:GXX) terminated president and interim CEO Charles Straw after a board, installed by Canex Metals following its takeover, accused him of moving large sums from the corporate bank account to a private account, breaching TSX‑V rules. Straw counters...
Taking 25% Partial Profit on MSFU, Holding MSFT Long-Term
$MSFU took partial off for just shy of 25% on the common shares. I own both $MSFT and $MSFU. $MSFT safely put into let it ride. $MSFU is not intended to be held long term so will be...
Activist Ainsworth Ups Offer, Resolution Still Uncertain
$AGI.AX saga continues. The activist who played an instrumental role in blocking Novomatic’s lowball A$1/share bid is at it again. Ainsworth is now tendering for 5.5% of the company at A$1.30/share, ~30% above Novomatic’s offer. That said, with Novomatic management in turmoil (CEO...
Eos Energy's 2 GWh Turbine‑X Deal and Production Ramp Trigger 15% Stock Surge
Eos Energy Enterprises saw its stock rise about 15% after announcing a joint development agreement with Turbine‑X Energy to deliver up to 2 GWh of zinc‑based storage for AI data centers. The company also reported record first‑quarter shipments, a 22% boost...
HROW: Profitable, Cheap, Fast‑Growing Stock with Upside Catalysts
Just re-sharing this in case you missed my thoughts on $HROW last night... if you're a long term investor and looking for companies with asymmetric upside potential then this is a name that should definitely be on your watchlist. $HROW...
TIG Poised for Value Boost Amid Strategic Sale
I think we might see some action on $TIG soon. They have been pretty quiet so far, while normally the full financials would already have been published. $TIG is undergoing a strategic review, basically intending to unlock the large SOTP value...
Gloo Posts 418% Revenue Jump in Q4 2025, Raises FY2026 Guidance to $190M
Gloo Holdings released its Q4 2025 earnings call transcript, revealing a 418% year‑over‑year revenue surge to $33.6 million and a narrowed adjusted EBITDA loss of $18.6 million. Management also lifted full‑year 2026 revenue guidance to $190 million and announced the acquisition of Enterprise...
Coastal Bend Bancshares to Acquire First National Bank
Deal Profile: Coastal Bend Bancshares to acquire First National Bank in Port Lavaca | S&P Global Market Intelligence https://t.co/prXztdmOoY
Healthcare Stocks Rebound Off Key Technical Supports
Healthcare in general has definitely been underperforming tech and the broader markets over the past couple weeks... however I'm encouraged by the technical bounces today... $XLV just bounced off the VWAP from recent lows $IHI just bounced off the trendline from recent...
X‑Energy Targets up to $814 Million in IPO as Amazon Backs Advanced Nuclear Push
X‑Energy has filed an S‑1 seeking to raise as much as $800 million, with a share price range of $16‑$19 that could net $814 million. Amazon, a lead investor, has contributed $500 million and promised to purchase up to 5 GW of the startup’s...
The Elmet Group (ELMT) IPO Deck
Elmet Group, an industrial‑technology firm that builds critical‑materials components and high‑power microwave systems, unveiled its IPO deck on April 16, 2026. The company is seeking roughly $500 million in new capital to expand manufacturing capacity and deepen its role in the U.S. critical‑components...
30% Levered FCF Yield but Bad Balance Sheet, Bad Business?
The company, a commodity‑focused firm, projects 2026 EBITDA of $160 million, essentially flat with its 2023 $162 million level, yet its market cap does not reflect this earnings power. Management expects cash flow and announced asset sales to repair a strained balance...
Allbirds Secures $50 Million Convertible Deal, Rebrands as NewBird AI and Sends Stock 580% Higher
Allbirds announced a $50 million convertible financing facility to fund its transformation into NewBird AI, a GPU‑as‑a‑Service provider. The news catapulted BIRD shares more than five‑fold, reviving investor interest in the once‑struggling sustainable‑shoe brand.
Turned Around Software Company in Play
A software firm with roughly $350 million market cap has completed a turnaround, posting GAAP profitability, positive free cash flow and a sticky recurring‑revenue base above 90%. The newly appointed board is exercising tight capital discipline, positioning the company as a...
Arxis Secures $1.13 Billion in Upsized IPO, Boosting Aerospace Parts Market
Arxis Inc., backed by Arcline Investment Management, completed an upsized IPO of 40.5 million shares at $28, raising $1.13 billion. The shares will begin trading on Nasdaq Global Select Market under the ticker ARXS on April 16, 2026. The capital infusion is aimed...
IndiQube Soars 20% Amid Rally In Coworking Stocks
IndiQube Spaces' shares surged up to 20% intraday, closing 5.8% higher at ₹160.85, giving the company a market capitalisation of about $360 million. The rally was sparked by a ₹52 Cr (~$6.3 million) five‑year lease with a Japanese e‑commerce giant and follows recent...
Here’s the Impact of Applied Digital Corp (APLD) Differentiation in the Data Center Market
Applied Digital Corp (APLD) posted a fiscal Q3 2026 revenue of $126.6 million, a 139% year‑over‑year jump, and trimmed its net loss to $100.9 million while reporting adjusted earnings of $33.2 million, or $0.09 per diluted share. The company’s 286 MW Bitcoin mining operation...
WhiteFiber Inc. (WYFI) a Top Data Center Stock on Colocation and Cloud Services Business Growth
WhiteFiber Inc. (NASDAQ: WYFI) received a new Buy rating from BTIG on April 10, with a $20 price target. The firm reported a 65% revenue jump year‑over‑year and an 88.6% gross profit margin, driven by its high‑density colocation and cloud‑services offerings. It...
VNET Group Inc (VNET) Achieves High Growth on AI-Driven Demand
VNET Group reported a record‑breaking 404 MW of data‑center capacity in 2025 and posted a 20.5% jump in full‑year revenue to $1.42 billion, driven by surging AI‑related demand. Fourth‑quarter revenue rose 19.6% to $384.2 million and adjusted EBITDA increased 22.6% to $425.9 million. Jefferies...
Allergic to Construction: Costly Lessons From Founder-Led Firm
#MNGS my allergic reaction to the construction sector has arguably cost me dearly over the years…no more so than with this impressive founder led business https://t.co/ly4TY6lfDn
Thu 16 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott’s latest Small/Mid‑Cap Value Report spotlights a slate of 24 equities he deems undervalued, ranging from technology names like SAGA and ALU to industrial players such as MTO and MERC. The list spans multiple sectors and focuses on companies...
Lightning Minerals Pivots to Gold-Led Strategy with Mt Turner Project
Lightning Minerals (ASX:L1M) is resetting its strategy to become a gold‑focused explorer, naming the wholly owned Mt Turner Project its flagship asset. Initial drilling returned 100% hit rates, highlighted by a 20.4‑metre interval at 2.4 g/t Au and a 1.9‑metre core...
AeroVironment: Far From A High Flier In A Dynamic Environment
AeroVironment’s (AVAV) shares have slumped roughly 50% since January despite a favorable geopolitical backdrop and recent defense contracts. The stock now trades at about six times sales, reflecting thin profit margins and a recent cut to earnings guidance. Competitive pressure...
Perpetual Resources Kicks Off Reconnaissance for Tungsten as Prices Strengthen
Perpetual Resources has launched a two‑week reconnaissance program at its 8,714‑hectare Paraíba tungsten project in Brazil’s Seridó province. The field work aims to quickly map mineralisation, validate historic occurrences and produce high‑priority drill targets for a Phase 2 program. Tungsten prices...
Power Solutions: From Cautious Buy To Disciplined Profit Booking And A Patient Wait
Power Solutions International (PSIX) was downgraded to Hold after delivering a roughly 30% tactical gain, reflecting defensive market sentiment and growing margin‑compression worries. The stock rallied from about $50 back to $85, but recent revenue growth has slowed and gross...
Corus Entertainment Posts Lower Q2 Revenue, Higher Profit as Recap Deal Gains Court Approval
Corus Entertainment announced fiscal Q2 2026 results that showed a dip in revenue but a steep rise in segment profit after cost cuts. The broadcaster also secured a court order to move forward with a proposed recapitalization, though final regulatory...
Independent Bank Corp (Massachusetts) (INDB) Q1 2026 Earnings Call Transcript
Independent Bank Corp reported Q1 2026 net income of $22.5 million, or $2.67 diluted EPS, with a net interest margin of 4.59%—down from 5.1% a quarter earlier. Return on equity stood at 17.64% and return on assets at 2.13%, while tangible...
Perma-Pipe International Holdings Inc (PPIH) Q4 2025 Earnings Call Transcript
Perella Weinberg Partners reported full‑year 2025 revenue of $751 million, the third‑highest in its history, though down 14% from the prior record year. The firm posted record revenues in Europe and a record‑high restructuring practice, while hiring 23 senior bankers and...
Lakeland Industries Inc (LAKE) Q4 2026 Earnings Call Transcript
Lakeland Industries reported a record fiscal 2021 revenue of $159 million, a 47% increase year‑over‑year, driven by strong industrial demand and a strategic focus on new customers during the COVID‑19 pandemic. The company booked over 500 new distributors and end‑users, generating...
AppYea Inc (APYP) Q4 2025 Earnings Call Transcript
Pagaya Technologies posted a strong Q4 2025, delivering $34 million GAAP net income and $80 million operating cash flow, marking its fourth consecutive profitable quarter. Full‑year revenue rose 26% to $1.3 billion and adjusted EBITDA surged 76% to $371 million, while GAAP net income...
NextNRG Inc (NXXT) Q4 2025 Earnings Call Transcript
NextNRG reported a 195% revenue jump to $81.8 million in 2025, driven by acquisitions, a merger, and expansion into four new markets. Gross profit rose to $6.9 million with margins improving to 10.4% in Q4, while GAAP net loss widened...
Insteel Industries Inc (IIIN) Q2 2026 Earnings Call Transcript
Insteel Industries reported first‑quarter 2026 earnings of $7.276 million, or $0.39 per share, a sharp rise from $1.1 million a year earlier. Gross profit jumped to $18.1 million, expanding margin to 11.3% versus 7.3% last year, helped by an 18.8% increase in average...
Hooker Furnishings Corp (HOFT) Q4 2026 Earnings Call Transcript
Hooker Furnishings reported $95 million in net sales for the quarter, a 2.8% year‑over‑year decline but an improvement over the prior quarter’s double‑digit drop. Net loss narrowed to $2 million ($0.19 per diluted share) and operating loss fell to $3.1...