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$EVLV is a name closely followed in our circles. See the live
@PipelineDataLLC
had today on the topic.
His show is a must watch and has a nice overlap with names followed in our community as well. We will look to be guest contributors more often going forward.
IT'S TIME TO POUND THE TABLE!
$IRIX ER yesterday with info that makes us confident this is a 2-3x this year with very little downside.
Why? They are about to sell off their assets that the market has been drastically undervaluing.
Let's focus in on this quote from the CEO
$CXDO is the kind of micro-cap I love to invest in because I see the story that most miss.
It’s a name that won’t necessarily show up on most screeners.
The stock is down 36% YTD and isn’t necessarily generating a lot of free cash flow today.
But here’s what people are
@PipelineDataLLC
has been crushing it on $TSSI and it might just be getting started. 🔥
Thanks for keeping our communities
#aheadofthecurve
on this one!
$ALAR down big today!
Speculation the drop is about new competition and if so it's likely overblown. If you liked this business yesterday it's hard to not like it after a 30% haircut.
Several people in our community are digging into it.
Likely a good spot to add.
$CXDO conference call is fantastic so far. 7 analysts asking questions so far including
@sammccolgan
and call is not over yet.
This business is super solid, exciting growth opportunities ahead with $MSFT getting out of the space.
Can't wait to hear analysis from Breakout
Excellent post and comments on $VISL!
Huge opportunity here, even after a nice couple day run!
Quickly becoming a favorite in the Breakout Investor community.
Check out our pinned post for other ways to collaborate with us.
Favorite stock under $25M market cap.
I really like $VISL.
Market cap: $15.92M
Cash on hand: $13.8M
Revenue (TTM): $28.9M
EV/sales: .13
They are expecting cash flow neutrality in 2024, and to be cash flow positive in 2025.
What microcap under $25M market cap do you like?
$SNIPF Snipp Interactive announces record January bookings.
Snipp is executing as Breakout Investor
@FBuschek
predicted and recently discussed on
@PipelineDataLLC
's weekly show a couple weeks back.
Here is the clip if you missed it.
It may be the perfect time to invest in Snipp Interactive
@SnippInc
( $SNIPF / $SPN.V ). I'm not just saying that - I bought more today. In this 🧵, I'll explain why.
High-level brief:
1) Market cap $24m
2) $5m in cash and debt-free
3) Revenue $9.4m in H1, will jump in H2 based
Breakout Investors is a group of serious retail investors looking to find small and microcap companies ready for a fundamental breakout.
$PESI $QIPT $SMSI $SNIPF $BWLKF $DMIFF $INTZ $GEODF $INFU $AEHR $LCFY
See thread for more info about who we are and our approach.
@FBuschek
joined
@PipelineDataLLC
on his weekly call to discuss $SNIPF. This is a top holding of Florian (any many Breakout Investors) and he believes the company is ready for a breakout year in 2024.
Here is the clip from the show!
See our pinned post
Want to know what "Wall Street's best-kept secret" is? According to an analyst on the Q2 call today - it's $CXDO. I agree. They killed it this quarter and show no signs of slowing down.
Read on to find out why the results and commentary were so good:
$BWLKF $BWLK:V will report Q1 earnings next week. Sequential growth is clear due to Citi first time hitting for a full Q. With the recent deal they will likely also raise guidance. Watch out for more bullish comments on the pipeline and especially the financial services sector.
Breakout Investor
@sammccolgan
posted a $SNIPF summary and analysis w/ collaboration from
@FBuschek
. This is one of the most comprehensive write-ups on Snipp you will find.
A must read if you aren't already following the story, a top opportunity right now to be
#aheadofthecurve
Yesterday, I spoke with the $NXGL CEO with a group of people in the
@BreakoutInvestr
community.
Here are my biggest takeaways:
1) The Abbvie project was delayed because the company acquired Soliton, then proceeded to completely redesign the machine, which took well over a year
$ITMSF now up 27%! 🤑😎
Several of our Breakout Investors have an 18 month price potential of over 2X from here.
See our pinned post for places we collaborate to find out exactly why they are still so excited about the upside potential.
Breakout Investor Spotlight:
@FBuschek
(Florian Buschek)
See👇 for info about Florian, his thoughts on various topics and what stocks he loves right now and long term.
And just like that $CXDO moved up over $4.50 as
@sammccolgan
was looking for.
Looking for this run to continue! 🔥
Thanks for keeping us
#aheadofthecurve
on this one Sam.
Crexendo $CXDO smashed it with their earnings last week - I have another post with my commentary on that one. I was shocked at how the market reacted. That big red bar 3 days ago - that's the day of earnings. The stock shot up, but ended up in the red. It was a strange reaction
Here's the weekly Breakout Investors recap!
Featuring comments on AI and the following stocks:
$SMCI, $AEHR, $QUIK, $WHTCF, $DMIFF, $INMD, $SAVE
Please retweet and like. Drop a comment if we missed anything.
$INFU Our Breakout Investors Call w/ Management is now available on our YouTube channel.
@aarondwarwick
and
@FBuschek
lead a great Q&A session highlighting why the recent dip is an excellent buying opportunity!
$PESI is on 🔥 today!
Our Breakout Investors have been on this story since late 2022 when it was under $4. The potential continues to grow and
@aarondwarwick
shared an excellent update on our latest Monday subscriber call.
Between
@KyleAdamsStocks
and
@sammccolgan
you aren't going to find better analysis on $CDXO. These guys are up and coming rockstars in our community! Keep up the good work.
Congrats on being
#aheadofthecurve
on this one. Up 35% in just three days since the call with management!
Hope you liked the post!
If you want to read in-depth on $CXDO, and many other stocks, then encourage people to check out
@BreakoutInvestr
.
@SeekingAlpha
also has a great article done by
@sammccolgan
.
Fantastic $GEODF numbers. This has been a nicely developing story since Breakout Investor
@FBuschek
introduced it to our community long ago.
Keep up the good work on this one
@FBuschek
and
@PipelineDataLLC
As previewed on Friday's show, an absolutely MASSIVE quarter was just released by my Top 3 position, Geodrill $GEODF
As of Friday's close, the stock was trading at .7x revs and a P/E of 6 (yes SIX) based on this result 🔥🚀
@aarondwarwickarwick
with another fantastic update on $SMSI. He has been following this company over the past few years and this next run could be the best one yet. Give it a read, join our community and be "Ahead of the Curve!
It was a real pleasure to host this call with $VISL CEO Mickey Miller. He's a top class CEO, with extensive experience in the industry. He's an owner operator with a passion for driving shareholder returns. Check out the replay below if you missed it.
$LCFY has exhausted the previous ATM on the recent spike. The new one is most likely not necessary since Q4 should be profitable and the cash raised (ca $600k) should be well sufficient while giving us additional safety. I think Q4 was fantastic and expect a preannouncement.
Another fantastic Seeking Alpha article from
@aarondwarwick
on $PESI.
For continued analysis join our Platform or WhatsApp room linked on our pinned post.
Thanks
@sammccolgan
for keeping our Breakout Investor community
#aheadofthecurve
on this one! Already a big winner since you introduced it at $3.
So much more upside left!
$CREX will go 56 locations deployed in Q1 to 140 locations in Q2 for bowling. This would bump up hardware sales run-rate an additional $2.3m in Q2. They hit $4.1m in Q1. I'd guess they're on track for at least $7m hardware in Q2. That would put total revenue on at least $14.7m, a
$ITMSF continues to be on 🔥 as they announce a strategic partnership with Aon.
Quote from the PR - "This collaboration enables insurers to access IF’s hazard and risk maps through Intermap’s solutions and further enhances its already comprehensive
Keep up the good work
@KyleAdamsStocks
, impressive how far you've come and the success you've had since starting your microcap investing journey. Well deserved.
Some of my recent buys have been on 🔥
$BKTI - over 50% up past weeks
$LWAY - quick 40% swing trade after earnings
$ASPN - over 50% up in past weeks
$CXDO - over 50% up since June
I’ve had a few losers as well though, and have sold out of them like $ML and $SOWG .
The game
Awesome summary of the $CXDO call
@KyleAdamsStocks
.
Always fun getting to host a companies management team and provide our community the chance to directly interact with them in a Q&A session.
Spoke with $CXDO leadership today.
A couple things came up:
1) They are moving their data center workloads to the cloud. This will save north of $1M/year in expenses since they won’t have to host 3 data centers on prem. Oracle will also allow them to grow their international
IT'S TIME TO POUND THE TABLE!
$IRIX ER yesterday with info that makes us confident this is a 2-3x this year with very little downside.
Why? They are about to sell off their assets that the market has been drastically undervaluing.
Let's focus in on this quote from the CEO
I loved being on this show with
@BobbyKKraft
from
@PlanetMicroCap
. I've been following Planet Microcap for almost as long as I've been investing. It's helped me refine my investing technique and find some great companies. Bobby is also a great host and a lot of fun to chat with.
$QIPT buyback program being implemented!
"The NCIB reflects our strong view that our common shares continue to trade at a discount and displays the confidence that we have in our business and its future opportunities.."
$BWLKF - Breakout Investors 10-Minute Podcast
@ScottShuda009
and
@FBuschek
discuss one of Florian's micro-cap finds, Boardwalktech. BWLKF, a software company, offers an intriguing service that few other companies work in.
$LCFY Locafy Launches Hotfrog Proximity Page Application Built in Collaboration with $YEXT
Partnerships, new products, reseller growth. All that's left is to see the results of these efforts in the revenue numbers! We certainly expect 2024 to be a good one!
$CXDO is up over 70% since I first bought it in late June.
It’s my largest position today by a good margin.
The software side of the business is growing well over 25% YoY, while the telecom side is growing high single digits YoY.
Within the next 18 months, the software
Together $CXDO $CREX and $ULBI make up 63% of my portfolio. You'll be surprised at how easy I sleep despite high concentration. Below I let Charlie Munger explain why with 6 quotes:
$LCFY - Locafy Signs Series of Commercial Agreements with Localista
Likely the first of many opportunities for Locafy to acquire underperforming digital assets and turn them around.
Owning these assets has the potential to produce significant revenues with excellent economics.
Breakout Investors with another WIN today! $HRBR signs a 5 year deal with American Airlines.
@FBuschek
was just pounding the table last week on how this was a great buy.
At this point we are still waiting for $LCFY to settle before considering getting back in. Lots of traders presumably still getting out.
Certainly good things coming for $LCFY but not going to catch this falling knife. Better to wait until the bottom is put in or even be a touch
Breakout Investor
@aarondwarwick
discusses $SMSI in his recent "10-Minute" podcast.
Is this roller coaster ride about to start climbing again? We think so!
$LCFY, we've highlighted this one before but those who think this is just a potential pump and dump on news aren't paying attention. They have completed very aggressive cost cutting to focus on their core highly profitable and scalable products. The recent PR could not be a more
$DMIFF - Breakout Investors 10-Minute Podcast
@ScottShuda009
and
@FBuschek
discuss Diamcor, a Canadian diamond mining company, in regards to its future value and alliance with luxury retailer Tiffany & Co.
Diamond in the rough?
AT&T $T has officially launched $SMSI's SafePath Digital Family Lifestyle platform!
@aarondwarwick
has posted several recent updates on our Substack as well as on our Breakout Investors platform.
Breakout Investor
@FBuschek
just dropped a review and analysis video on $SNIPF and $LCFY earnings.
Find out why he is optimistic on one and pounding the table on the other!
Breakout Investor
@sammccolgan
just put out his new pick in an excellent write-up on SeekingAlpha. $CREX
For Sam's ongoing analysis checkout our community via our platform and WhatsApp room linked on our pinned post.
$INFU director buys 10,000 shares increasing his holdings by 20%. The Breakout Investor community continues to have high rankings and a very attractive 18 month outlook for the stock.
$LCFY out with an amazing partnership announcement, this is a dream partnership for these two companies!
"Locafy Announces Partnership Agreement with diDNA to Enhance Digital Property Portfolio with Leading Advertising Technology"
$IRIX - Iridex Receives European Patent on MicroPulse Technology The Advanced Short Pulse Laser System
The international market is an even bigger opportunity than the U.S. This strengthens their position and makes them more attractive to a buyer.
@FBuschek
With this deal and how discounted $HRBR was it could/should re-rate much higher. Won't know how much higher until all the details are available but wouldn't be surprised to value this in the range of $4-5.
If you missed out on the recent $CXDO spike, I think these are good levels to consider buying in. The stock has almost retraced 50% of it's jump, and could potentially find some support on the 20 day ma.
$ULBI results are out. It was another solid quarter. Well done to the management team. The company beat analysts' expectations on all accounts (which shouldn't be a surprise—the expectations are way too low).
Revenue - $43m (analyst had $42m)
Gross profit - $11.6m (analyst had
Here's
@aarondwarwick
's latest on $IRIX
Will a deal be closed before end of year, we think so!
For how much? That is the big question. Join our community to find out the groups consensus on this question. See our pinned post for places to join.
Excellent opportunity to be
#aheadofthecurve
on $ITMSF
Very little downside and very possible 10x potential from here.
Easily one of the Breakout Investors favorite picks right now.
Last week I made Intermap Technologies $ITMSF $IMP.TO a ~10% position in my portfolio. It's nice to see it 17% up already, but it has a long way to go.
The short story is that
@FBuschek
(fellow
@BreakoutInvestr
) dug deep and found proof of a contract that other investors don't
Breakout Investor
@sammccolgan
has been crushing it on $CREX. He introduced the name to our community in February. What a nice run since and it's only continuing with todays Earnings Release.
You can check out Sam's work on $CREX here.
Agree with everything Kyle posted. Several Breakout Investors met with management a few years back at LD Micro and we've followed the story since. Excellent company.
As Breakout Investor
@AshleighSDay
has been expecting, the $AEHR order has come in!
"Aehr Receives $23 Million in New Follow-on Orders to Meet Customers' Growing Demand for Wafer Level Test and Burn-in of Silicon Carbide Semiconductor Devices"
$SNIPF Snipp Interactive Announces $2M Renewal with Leading American Beverage Company
Breakout Investor
@FBuschek
has been pounding the table on his belief that the core business continues to be strong and growing. Just another sign he's likely correct.
Let's have some fun. What's on your investing Christmas list this year? We'll see who's been naughty or nice.
I'll start - a completed audit from $SNIPF!
$LCFY, $SNIPF, $BWLKF, $SAVE, $EDR, $DMIFF, $GEODF, $TZOO, $QIPT, $PESI, $XELB, $SMSI, $INTZ, $IRIX, $AEHR, $INMB, $QUIK
$LCFY - Locafy Announces New Value-Based SEO Pricing Model
We expect increasing revenues going forward and this will definitely help.
Per the PR, they could see around a 50% revenue increase from customers using this pricing model.
It appears the market is finally seeing the light at the end of the tunnel with $LCFY as they should.
1. Revenues increasing nicely going forward.
2. Costs down, operating leverage is insane.
3. Google continues to crush "traditional SEO". LCFY has a solution that works!
Breakout Investor
@FBuschek
with another can't miss Seeking Alpha article outlining the opportunity in $TFFP.
On the heels of major insider buying could deals finally be around the corner?
Breakout Investor
@FBuschek
just released a YouTube video reviewing and analyzing $LCFY First Half 2024 Earnings. Find out why the stock dropped and why the future still looks promising.
Hint, some excellent content at the end.
📢 Breakout Investors Weekly Recap 📢
Featuring the best weekly content from the Breakout Investors community summarized in a single post! 🔥
$VISL $LCFY $ITMSF $IRIX $AEHR $VTSI $CXDO $ULBI $CREX
Please retweet and like. Drop a comment if we missed anything. 🙏
📢 Breakout Investors Weekly Recap 📢
Featuring the best weekly content from the Breakout Investors community summarized in a single post! 🔥
$VISL $LCFY $ITMSF $IRIX $AEHR $CXDO $ULBI $CREX
Please retweet and like. Drop a comment if we missed anything.🙏
$CXDO up 12% today. It's no surprise when our team hosts management, gathers info and provides analysis that shows how misvalued our favorite microcaps can be!
Awesome summary of the $CXDO call
@KyleAdamsStocks
.
Always fun getting to host a companies management team and provide our community the chance to directly interact with them in a Q&A session.
$INMB full enrollment for xPro is expected any day, management was guiding toward mid year.
At that point the clock is ticking. Six months after dosing we will receive top line data, expected around January.
5-10x potential on good readout data!
If readout shows benefits for
$CXDO Crexendo Software Platform Growth Surges to Surpass 5 Million Users 🔥🔥🔥
Crexendo's platform is now the third largest and fastest-growing software platform in North America, growing at nearly twice the rate of its two largest competitors.
Excited for our $VISL call next Thursday. Thanks
@sammccolgan
for getting it setup.
Join our community to get the info on how to attend the call. Check out our pinned post for details.
What a move from Vislink $VISL. I was expecting more of a pullback, but the stock had other ideas.
Looking forward to our investor call with management next week. Sign up to the
@BreakoutInvestr
community for free if you want to join.
$LCFY Announces Enterprise Contract with Marketing & Advertising Agency to Utilize Locafy's Products
CEO Gavin continues to deliver. Check out our recent analysis on $LCFY and why we think this is a HUGE winner.
$ITMSF now up over 15% since Florian appeared on
@PipelineDataLLC
's show Friday afternoon.
Our community is all about finding under valued stocks, sharing our research and analysis allowing our community members to be
#aheadofthecurve
on these investments.
#teamwork
@FBuschek
was just on
@PipelineDataLLC
Friday live discussing his new pick $ITMSF he brought to the Breakout Investor Elite members on 4/2/24.
Mark owns the stock and is very bullish as well.
Here is a quick clip from the show discussing what they do.
Another excellent update from Breakout Investor
@FBuschek
on $DMIFF. We are convinced very few know this company better. Take a read and determine if you want to be "Ahead of the Curve!"
We're making our Elite call from last week available to all.
@DanCarlson33
presented $INMB which our community has also been following since he introduced it to us a while back. Things are looking pretty interesting there right now.
#aheadofthecurve
$INMB Had a great time presenting my investment thesis on
@INmuneBio
to the Breakout Investor community. Here's the link to that interview if you care to know why I think this is my best idea ever.
Check out
@aarondwarwick
's fantastic 2023 recap and look ahead to 2024 in his recent Substack post.
$PESI, $PESI, $IRIX, $INFU, $XELB, $SMSI, $INTZ, $GKPRF
Do you find yourself asking these questions?
I'm interested in investing but don't know where to start?
Where/how do I find good stocks to invest in?
How can I process all the information needed to make good picks?
The answer is actually pretty simple. You need a team!
📢 Breakout Investors Weekly Recap 📢
Featuring the best weekly content from the Breakout Investors community summarized in a single post! 🔥
$INFU $CXDO $PESI $IRIX $GEODF $VISL $LCFY $ITMSF $AEHR $ULBI $CREX $INMB $LUNA
Please retweet and like. Drop a comment if we missed