Michael G. Profile
Michael G.

@1AnyoneButTrump

594
Followers
46
Following
113
Media
558
Statuses

Retired American history teacher turning into a microcap investor, I focus on sub 30M companies. $UMAC $NXGL

Joined December 2023
Don't wanna be here? Send us removal request.
@1AnyoneButTrump
Michael G.
7 months
$AEP.V /$APEUF I've had the pleasure to meet Hadi, spoke to Paul, met several plant managers & Gurmit Dhaliwal. Great people making a great company. All are excellent, but Gurmit knocked me over with her knowledge and leadership. My investment will not be leaving anytime soon.
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@1AnyoneButTrump
Michael G.
5 months
$AEP.V $APEUF This company is my longest holding. So impressive to see how far they have come. Met Hadi and Gurmit at the Pacer Plant (different visits). Their commitment to their plan and the Canadian housing predicament combine for quite a powerful punch in 2024-2025.
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@1AnyoneButTrump
Michael G.
2 months
$CNO.V $CANOF Great quarter yes, far more important, are the amazing quarters down the road w/ more commercial customers & larger higher value parts. Cal Nano is just becoming known to investors & more importantly industry leaders. The future is crazy bright with no competition!
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@1AnyoneButTrump
Michael G.
4 months
Cal Nano $CNO.V $CANOF I live nearby an Expo Cal Nano attended in Michigan. CEO Eric Eyerman was kind of enough to participate in discussions with me at this event. I'm sharing a document I complied, hope you find it interesting.
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@1AnyoneButTrump
Michael G.
2 months
$OPTT I think some might have missed that the backlog and pipeline numbers were as of April 30th. Scroll through the PR's and look at all the sales AFTER April 30th. Revs are going up fast and costs are coming down. I feel good about the future.
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@1AnyoneButTrump
Michael G.
29 days
$NXGL Raising a little money to replenish inventory because sales are outpacing expectations is a good thing. Insiders les is awesome, especially when they have been buying already. Warrants at 80% is above current price is cool. Nexgel is growing ever so nicely.
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@1AnyoneButTrump
Michael G.
2 months
$OPTT Now these are impressive revenue growth projections. 2.7M to 35M in three years. We will learn more soon, but based on PR's it is happening.
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@1AnyoneButTrump
Michael G.
2 months
$CNO.V $CANOF The SPS is on the way. Things are about to heat up!😜
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@1AnyoneButTrump
Michael G.
2 months
$NXGL Happening now or in near future: -AbbVie rev. begins -Completed CG expansion -Cintas Rev. -Product Lines growing fast (Silly George especially) -SilverSeal is industry leader -Stada sales bump -CEO is a stud -Massive revenue expansion continues resulting in profitability
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@1AnyoneButTrump
Michael G.
2 months
$CANOF $CNO.V "Why Cal Nano is "High Quality"
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@1AnyoneButTrump
Michael G.
2 months
$CNO.V $CANOF coming down is no big deal. It got ahead of itself to be sure. It is about the future, If/when they close a commercial deal we will be in business. More deals will follow.
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@1AnyoneButTrump
Michael G.
4 months
$APEUF $AEP.V I checked in w/ the general contractor when Pacer provided all the engineered lumber for a hotel job in Michigan. He spoke very favorably of AEP. I'll do the same with this job.
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@1AnyoneButTrump
Michael G.
2 months
$MTEK Met w/ CEO and CFO today. Key takeaways. They have a 1" x 1" fully capable camera for mini drones, which are increasing in popularity. They will be entering counter drone market w/ their video/AI technology. I met w/ them in Detroit. They were meeting w/ US defense reps.
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@1AnyoneButTrump
Michael G.
2 months
$CNO.V $CANOF has went crazy. Which one is next? $MRAI or $MTEK. $TMGEF has started to rise up. Should run a bit going into earnings and hopefully after. $NEPH has catalysts waiting to drop and been trending up nicely. $SCIA is steadily rising up. Very excited about each of them.
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@1AnyoneButTrump
Michael G.
4 months
$AEP.V $APEUF I've been to Clinton, it is tiny, very limited production. This land acquisition and automation transform Clinton, it equates to an acquisition in my eyes with a tremendous upside in automation that will only expand.
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@1AnyoneButTrump
Michael G.
1 month
@LogicalThesis $NXGL I spoke w/ CEO Adam Levy several months back. I spoke w/ him again last week. He remembered our conversation. With much confidence he said $NXGL is in a significantly stronger position now & he is very comfortable they will attain/surpass high earnings projections.
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@1AnyoneButTrump
Michael G.
2 months
$CNO.V $CANOF I love my AEP.V. Been in for over four years, my longest holding. Had to sell to buy as much Cal Nano as possible. It's simply too explosive of an opportunity. An inflection point seems likely in the next six months w/ a commercial contract or two.
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@1AnyoneButTrump
Michael G.
2 months
Maris $MTEK My sentiment leaving meeting with CEO and CFO is: How is this company, with these products, massive revenue increase, large backlog, in this industry, supported by heavy tailwinds only a 12 million market cap. It is just undiscovered in my opinion.
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@1AnyoneButTrump
Michael G.
2 months
$OPTT This was the Ocean Power Technologies Pipeline AS OF APRIL. 32 million in the customer review and negotiation categories. 50 million in the remaining pipeline categories. Previous Q revenues were a couple million. Nice!
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@1AnyoneButTrump
Michael G.
2 months
$MTEK MC 11.7M Under 8M diluted shares 131% Rev. Growth 10M Backlog Very important partnerships established AI-Based, Edge Computing and Video Management Solutions--huge tailwinds
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@1AnyoneButTrump
Michael G.
4 months
$TMG.V $TMGEF Nice turn key sale of 1.9M and CEO is buying more shares, that's fantastic.
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@1AnyoneButTrump
Michael G.
3 months
Started a new position in $MRAI. I find it very intriguing and worth a look. My consolidated portfolio: $APEUF, $SCIA, $NEPH, $CANOF, and $MRAI. So many hours of research, but I love each of these companies for the present and future!
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@1AnyoneButTrump
Michael G.
2 months
$OPTT Lot of dumping going on. Pipeline is up to 85M, Annual revenues are guided to increase 250% again this year. $OPTT is the leader in maritime defense at a time that that ability is in great demand including counter drone swarming working with Red Cat Drones.
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@1AnyoneButTrump
Michael G.
27 days
$NXGL I never expected Silly George to have any where that kind of revenue. AbbVie, Cintas starting up. Nexgel is all set for a remarkable second half of the year.
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@1AnyoneButTrump
Michael G.
4 months
$SCIA Started a new position I'm pretty pleased with. Profitable .48 share Revenues growing Tight share structure (2M float) Lots of cash High insider Ownership Expanding markets selling into 23M Market Cap. Proven CEO
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@1AnyoneButTrump
Michael G.
2 months
$CNO.V $CANOF We are expecting Q1/FY2025 to be a record quarter in revenue and profitability. Cal Nano currently expects fiscal year 2025 to be another year of significant growth Pilot production stage with several customers in the aerospace, industrial, & automotive markets
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@1AnyoneButTrump
Michael G.
4 months
$AEP.V $APEUF Kyle Grieve @IrrationalMrkts is the man with Atlas Engineered Projects. He offers tremendous insights and is totally aware of the current initiatives of the company.
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@1AnyoneButTrump
Michael G.
2 months
Props to @KyleAdamsStocks on his recommendation of $NXGL. It had a wild ride today, I got in on the fun late, but letter late than never.
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@1AnyoneButTrump
Michael G.
27 days
$NXGL Listening to the CC I kept smiling. It's a great feeling to own a company giving guidance of 140% revenue increase over last year and having it be nearly a slam dunk that actual earnings will crush that projection.
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@1AnyoneButTrump
Michael G.
2 months
$OPTT Ocean Power Technologies Demonstrates Advanced Counter Unmanned Underwater Vehicle Capability - YouTube These paid for videos are not the best. but this one in particular has some good stuff about $OPTT counter drone abilities.
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@1AnyoneButTrump
Michael G.
2 months
$CANOF $CNO.V In 2-3 weeks Cal Nano will announce Q1 revenues of 1.159M or higher & net income of $514T or higher & may have commercial contracts in multiple industries. That is very exciting! 2024 was special, but it appears 2025 will be much better. Cal Nano's growing up fast!
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@1AnyoneButTrump
Michael G.
2 months
$CNO.V $CANOF Cal Nano ordered the equipment they were only going to order if a contract or two were in the bag. If that contract or two occurs with the larger more expensive parts as expected, revenue doubles!
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@1AnyoneButTrump
Michael G.
4 months
Atlas Engineered Products Announces Cross Border Partnership with Westhaven Builders () Nice partnership for $AEP.V $APEUF. This could be the start of something great long term. The status of AEP has really been elevated.
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@1AnyoneButTrump
Michael G.
2 months
$OPTT I really liked aspects of the call very much. Tech advancement summary was excellent. They are cutting edge leaders of maritime defense & security!! They can detect & engage. The guidance of another 2.5X revenue growth for the year supports this.
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@1AnyoneButTrump
Michael G.
2 months
$OPTT Microcaps are hard. Yesterday, the rising star microcap investor reaches out about OPTT. I read a ton of very positive research. The next day it sinks. I don't chase without great conviction. I have it in OPTT, buying a bunch on this dip.
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@1AnyoneButTrump
Michael G.
1 month
$NXGL That a nice looking revenue growth projection. Less than 18M market cap. Nice entry point for a company with a rapidly improving future.
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@1AnyoneButTrump
Michael G.
1 month
$RCAT $UMAC Bullish CC. FlightWave acquisition could add 10-20M next year, SSR, Replicator, NATO (including potential 25,000 unit order) are all in play. That is a lot of possible drone sales and drone parts.
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@1AnyoneButTrump
Michael G.
5 months
$CANOF $CNO.V Looking forward to meeting CalNano CEO Eric Eyerman at the start of the week. Nice application of SPS detailed below.
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@1AnyoneButTrump
Michael G.
2 months
Rearranged the portfolio today to take a large position in $OPPT. Earnings next week will be interesting, but this company seems to be on a path that is very exciting. Today's interview was encouraging. Very thorough and professional approach to foster long term growth.
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@1AnyoneButTrump
Michael G.
1 month
$RCAT It's exciting to see your company have three pages of jobs posted. Must be planning on some BIG orders.
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@1AnyoneButTrump
Michael G.
4 months
$CANOF $CNO.V It's a nice compliment when another CEO is throwing out unsolicited compliments about your company.
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@1AnyoneButTrump
Michael G.
2 months
$OPTT This article link works about how the Navy will be using $OPTT devices. It sure seeks like lot of orders will be coming from the Navy, Marines, Coast Guard, Special Forces, Commerce Dept., and much more just from the government.
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@1AnyoneButTrump
Michael G.
3 months
$SCIA meeting notes from today -Coldfire powder product (last week's PR) is more significant than I knew -R&D has developed Zinc/Tin glass coating superior to anything out there currently! (will hear more 2nd half of year) -Onshoring helping quite a bit with defense initiatives
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@1AnyoneButTrump
Michael G.
2 months
$OPTT has had nine contracted revenue related PR's since June began. Wow, demand is shy high for their products. They are having an investor update this Wednesday. Also, investor deck has been updated. Last Q CC is also very telling.
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@1AnyoneButTrump
Michael G.
22 days
Love this!
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@1AnyoneButTrump
Michael G.
22 days
This legislation is currently in subcommittee. It it passes it would be huge for $UMAC!
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@1AnyoneButTrump
Michael G.
2 months
$OPTT Maritime security & defense are more paramount than ever, $OPPT has vehicles that can detect microdrones, track them, & communicate to airborne drone to interdict. They can also act as a swarm. Does anyone more knowledgeable than I, know if jamming abilities can be added?
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@1AnyoneButTrump
Michael G.
2 months
Any investors miss Canada's Kraken Robotics $PNG.V, America's version $OPTT Ocean Power Technologies is just starting to run and the marine market is hot.
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@1AnyoneButTrump
Michael G.
2 months
$OPTT I believe I might have found one last night. Just opened up a starting position in Ocean Power Technologies. Looks like their time has come. They have a ton going on! Last Q CC is telling. I need to reach out to company leadership today.
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@1AnyoneButTrump
Michael G.
4 months
Looking for a company? $NEPH Nephros, Inc. (NASDAQ: NEPH) () $CANOF Microcap Connection - CalNano interview Jan 26th, 2024 (CNO TSXV) (CANOF OTC) () $SCIA Hidden Gem Alert: A Profitable & Growing OTC Stock ()
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@1AnyoneButTrump
Michael G.
1 month
$NEPH Nephros has been picking up steam of late. Could be a great earnings release? Profitability may be at hand after getting closer and closer the past year. They also may be releasing the details on their nanoplastics initiative. Earnings come out 8/8.
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@1AnyoneButTrump
Michael G.
2 months
3 of 3 $MTEK I'll know more about them after my meeting. If their tech is really good (and it seems to be). They have huge potential. For example, I am meeting with them in Detroit. Why are they in Detroit? I think I know, but will they close the deal?
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@1AnyoneButTrump
Michael G.
4 months
$CANOF $CNO.V Cal Nano is hiring again. Posted within the last week. I notice aerospace knowledge was mentioned specifically as a desired trait. I could have totally missed it, but I didn't catch aerospace listed before in previous job post.
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@1AnyoneButTrump
Michael G.
29 days
$UMAC Updated my Unusual Machines summary. Will update again after the corporate update on Wednesday.
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@1AnyoneButTrump
Michael G.
1 month
$RCAT, $UMAC This document is not overly detailed, just a summary with some resources. The UMAC rationale is much less understood than RCAT overall. Therefore I broke it down a bit. Great RCAT DD is on X!
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@1AnyoneButTrump
Michael G.
5 months
Happiest I have been with my newly updated portfolio. $APEUF $CANOF $NEPH $PPSI $TMGEF $YNVYF I believe all with continue to grow quickly. Patience & strong hands are that's needed! All growing fast, five are profitable w/ nice share structures. Got in heavy in $PPSI today.
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@1AnyoneButTrump
Michael G.
1 month
$UMAC Unusual Machines CEO explaining commercial expansion of drones and the need for a parts supplier. The role they intend to fulfil for personal use, commercial, and military drones.
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@1AnyoneButTrump
Michael G.
1 month
$UMAC The Senate approved a defense spending bill for fiscal 2025 that would provide “full funding” for the Pentagon’s high-profile autonomous systems initiatives known as Replicator — and lawmakers raised the possibility that EVEN MORE MONEY could be allotted for the effort.
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@1AnyoneButTrump
Michael G.
5 months
$TMGEF $TMG.V Sounds easy enough, I hope. Congrats to Thermal Energy International on their 52 week and 15 year high. I'm super excited about the upcoming earnings. I'm also very curious what their plan is with all that cash they have saved. Buyback?
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@1AnyoneButTrump
Michael G.
5 months
$AEP $APEUF Atlas Engineering Products just keeps executing. Really good to see the wall panels rolling out in the west. Already doing so in the east. Nice capital allocation, set up for next acquisition.
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@1AnyoneButTrump
Michael G.
2 months
$MTEK I should have been more clear. If you have any insights on $MTEK in general, please share. I want to be as prepared as possible to meet with company leadership next week.
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@1AnyoneButTrump
Michael G.
2 months
$OPTT Military Drone Collaboration for Maritime Defense and Security - Defense Advancement Red Cat is the leader in the clubhouse for army and special forces drone contracts. It is great that they and $OPTT are partners.
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@1AnyoneButTrump
Michael G.
1 month
Some amazing DD is poster on Twitter/X for $RCAT Redcat. Not as much for $UMAC Unusual Machines, but both are incredibly compelling opportunities in my opinion.
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@1AnyoneButTrump
Michael G.
7 months
$CNO.V / $CANOF CalNano is presenting February 14 on Cryogenic Milling and SPS. They will be working closely with Lift (government sponsored agency) over the next year and beyond. I find this government project to be especially interesting for CalNano.
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@1AnyoneButTrump
Michael G.
1 month
$RCAT Red Cat can weaponize their drones. Skydio does not. I trust that it will cause some separation in the army 500M contract, Replicator expenditures, NATO Allies.... Striking capacity seems like a pretty important important ability in wartime.
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@1AnyoneButTrump
Michael G.
28 days
$UMAC shareholders who had their lockup end have sold a bunch of shares the last couple days. Should be getting back to normal soon. Very excited about the corporate update tomorrow.
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@1AnyoneButTrump
Michael G.
2 months
@Rendezvous2332 $OPTT Just bought more, boat is full.
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@1AnyoneButTrump
Michael G.
2 months
@Divergent7651 Their edge is that NO ONE in N. Am. can do what they do. The products $CNO.V $CANOF produce are very specialized & therefore expensive. That's the challenge, commercializing the product will be very profitable for Cal Nano, finding an agreeable partner is challenging due to cost.
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@1AnyoneButTrump
Michael G.
26 days
@shantaram83 True, that was auditor related. I'll look into the NXGL late filing. I communicated with $NXGL CEO yesterday, I should have asked him.
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@1AnyoneButTrump
Michael G.
16 days
$UMAC Article summarizes the increasing use of drones in 🇺🇸. It quotes Unusual machines' CEO Allan Evans. We focus on military now. However, commercial industry is expanding quickly & needs NDAA approved parts. These are the voids UMAC is trying to fill.
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@1AnyoneButTrump
Michael G.
2 months
@CapstackCapital CEO is great, also very accommodating. Visits almost always offer insights into a business. I'm in Michigan, my son in Annapolis. My next trip down I intend to stop at $NXGL, $OPTT, and $NEPH on the way down. Please share if you pay them a visit.
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@1AnyoneButTrump
Michael G.
2 months
$SCIA just continues to rise. Such a solid company.
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@1AnyoneButTrump
Michael G.
5 months
$CNO.V $CANOF Nice technical accomplishment CalNano!
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@1AnyoneButTrump
Michael G.
5 months
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@1AnyoneButTrump
Michael G.
4 months
$PPSI Thanks to several Twitter friends guidance TMG.V getting hit too). Sold all my $PPSI to double down on $TMG.V $TMGEF. The longer this earnings delay is extended for $PPSI the more likely it is that their is a tangible issue. 1st Q $PPSI likely late as well with the ripples.
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@1AnyoneButTrump
Michael G.
2 months
Bought a little more $OPTT for the runup I believe is coming.
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@1AnyoneButTrump
Michael G.
16 days
@p000dl3 $UMAC is the clear leader in FPV drones. I would think $AXON, Skydio, and others will use $UMAC for FPV. $RCAT already is with the Fang agreement. We just need more parts. They are feverishly working on these. FPV are in demand. Ukraine for example wants 1,000,000 FPV drones.
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@1AnyoneButTrump
Michael G.
8 months
@Liz_Cheney @EliseStefanik Her sellout is shameful. The GOP is quickly dying thanks to DJT. History says a third party will rise up too to take their place.
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@1AnyoneButTrump
Michael G.
1 month
Some lesser known $UMAC facts. They have traveled to Ukraine to discuss drone part needs. Member of Red Cat Futures Initiative with seven other companies Flight to New York to ring the bell was paid for by individuals not the company. Love that mindset.
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@1AnyoneButTrump
Michael G.
27 days
$UMAC ACEO Allan Evans took same approach as his former CEO of $RCAT. The color is in the CC, not the 10Q. Strongly encourage watching it once posted. The section on growth was very encouraging for what could be coming very soon.
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@1AnyoneButTrump
Michael G.
1 month
@invest4kidsHH News can come any day for $RCAT or $UMAC. Federal money must be allocated by the end of September at the latest. NATO countries can buy at anytime.
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@1AnyoneButTrump
Michael G.
8 months
$CREX Taglich Brothers Report
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@1AnyoneButTrump
Michael G.
15 days
@invest4kidsHH @p000dl3 I believe that Dep. of Defense could ballpark some dates. Until they let the word out it's a waiting game for the primes and UMAC. Remember, they are trying to be supplier to the primes selling the drones. Many announcements could impact $UMAC.
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@1AnyoneButTrump
Michael G.
4 months
@PaulAndreola CANOF CNO.V
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@1AnyoneButTrump
Michael G.
1 month
$UMAC The flight controller & the goggles now meet the federal govt. standards and are approved for Red Cat, Skydio, General Atomics, and the rest. Tens of thousands of both these products could get ordered as government contracts are handed down.
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@1AnyoneButTrump
Michael G.
4 months
I value speaking with the CEO personally. Makes me much more comfortable with sizable investments. Aside from TMGEF (feel really comfortable anyway). I've met with the CEO's of $APEUF, $NEPH, $YNVYF, & today $CANOF. I feel really strong about the leadership provided by each.
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@1AnyoneButTrump
Michael G.
2 months
$OPTT It's nice when the US Navy mentions Ocean Power Technologies specifically when they are explaining what they are looking for. Breaking Down the U.S. Navy's 'Hellscape' in Detail - June 2024
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@1AnyoneButTrump
Michael G.
7 months
$CNO.V / $CANOF Based on the Lift presentation this afternoon, it looks like CalNano has selected a new business location. Was also excited to hear about negotiations taking place in the biomedical field. Profoundly technical presentation, but has some customer insights.
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@1AnyoneButTrump
Michael G.
2 months
$SOBR Great products. I have a friend who uses the SOBRsure. It's awesome. It will take some time. However, I believe these products will eventually eliminate the breathalyzer. Cheaper, more discreet, easier...,... I'm just parking my shares and waiting for the inevitable.
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