microcap_value's profile picture. AU and NZ microcaps. Opinions should not be considered advice.
http://strawman.com/MicrocapValue

Microcap_Value

@microcap_value

AU and NZ microcaps. Opinions should not be considered advice. http://strawman.com/MicrocapValue

Microcap_Value reposted

$TMG.V is my prime candidate for studying Discovery Process of a small cap Co. Why? 1. Small, profitable, non-diluting, >30%/y revs growth 2. Low institutional ownership 3. Entering $50-$100M sweet spot for institutions 5-phase discover process & price targets ⬇️

LeverageAthlete's tweet image. $TMG.V is my prime candidate for studying Discovery Process of a small cap Co.

Why?
1. Small, profitable, non-diluting, >30%/y revs growth
2. Low institutional ownership
3. Entering $50-$100M sweet spot for institutions

5-phase discover process & price targets ⬇️

$CV1 CV Check cash flow positive in first half of FY22, set for further growth tinyurl.com/y5o379g6 @CVCheckLtd #CV1


Datadot $DDT.AX starting to see the benefits from an extensive restructure following the appointment of a new Chair and Managing Director in 2019. The story since has been a higher portion of revenue from royalties & license fees while lowering expenses. MC 15m, PE 12, CF +ve.

microcap_value's tweet image. Datadot $DDT.AX starting to see the benefits from an extensive restructure following the appointment of a new Chair and Managing Director in 2019. The story since has been a higher portion of revenue from royalties & license fees while lowering expenses. MC 15m, PE 12, CF +ve.

Microcap_Value reposted

$qccu $qccu.v is absurdly undervalued. 2bb lbs of #copper (probably 3-4bb post add'l drilling) in a premier jurisdiction with existing infrastructure in place. That plus 15mm of marketable securities $find and cash. All yours for $42mm market cap -should valued closer to $420mm


Hopped aboard $QCCU.V overnight. Large copper and gold deposit (with room to expand) plus excellent on-site infrastructure in place. Has had a good run in the last few days but still looks pretty cheap with a MC of CAD40m.


$EPY Annual Report out. Digital transformation looks to be well advanced with Board confident of "significant growth in revenues and 40%+ NPATA growth in the 2022 financial year." Current MC 126.42M FY21 NPAT 8.74m Div yield 5% Looks a good hold.


And a selection for the speculative portfolio: $evz (entry 17 cents) $fos (entry 24.5 cents) $pre Pensana PLC (entry 74p) $rap (entry 8.2 cents) $zno (entry 44 cents)


The starting portfolio: $AVA (entry 46 cents) $DSE (entry 19 cents) $EPY (entry 45.5 cents) $GUL (entry 9.2 cents) $JCS (entry 5.9 cents) $JYC (entry $3.22) $MSG (entry 5.8 cents) $SEQ (entry 65 cents) $TEK (entry 46.5 cents) $XRF (entry 64 cents)


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