• MicroCapClub Invitational: Vertex Energy (VTNR)

    Posted February 13, 2013 By in Blog, Broadcasts, Company Presentations, MicroCapClub Invitational 2013 With | No Comments MicroCapClub Invitational: Vertex Energy (VTNR)

    Vertex Energy (VTNR) is a vertically integrated hydrocarbon recovery company that has profitably grown revenues from $38m in 2009 to $110m in 2011. The company owns and operates a network of used motor oil collectors and aggregators, and then refines this feedstock using the company’s proprietary TCEP technology into higher value end products. The company has been expanding organically and by way of strategic acquisitions to broaden its footprint. Recovering, recycling and reusing hydrocarbons, plastics, and chemicals, has been a very hot area for investors the last couple of years. Several mergers and acquisitions in the space have made Vertex Energy a potential target. Heckmann (HEK) acquired Thermal Fluids in 2011, followed by Clean Harbor’s (CLH) acquisition of Safety-Kleen a few months ago. Heritage-Crystal Clean (HCCI), an industry comparable trades at over 20x 2013 EPS estimates. Vertex Energy has flown under the radar even while producing a more impressive growth curve then its larger peers. While the peer group trades at 20x 2013 analyst estimates, Vertex trades at 6x 2013 estimates, and that’s the opportunity. Listen to CEO Ben Cowart as he tells the story. Read More …

  • MicroCapClub Invitational: BioSyent (RX.V)

    Posted February 11, 2013 By in Blog, Broadcasts, Company Presentations, MicroCapClub Invitational 2013 With | No Comments MicroCapClub Invitational: BioSyent (RX.V)

    BioSyent (RX.V or BIOYF) is a rapidly growing pharmaceutical company that acquires or in-licenses proven drugs and markets them in Canada. Their business model is to build and sell a portfolio of products that have a peak penetration potential that is too small for major pharmaceutical companies. What has fascinated us about BioSyent is their ability to consistently grow revenue and earnings. In fact, their pharmaceutical sales have grown sequentially for the past 12 quarters, which is very rare in the microcap space. In 2012 they announced several new products that they have added to their portfolio plus they have a nice pipeline of additional products that we expect to further fuel their growth. In the most recent quarter they grew revenues 60% and net income 79% year/year.  Listen to CEO Rene Goehrum as he tells the story. Read More …

  • MicroCapClub Invitational: rVue (RVUE)

    Posted February 7, 2013 By in Blog, Broadcasts, Company Presentations, MicroCapClub Invitational 2013 With | No Comments MicroCapClub Invitational: rVue (RVUE)

    Digital Out-Of-Home (DOOH) is currently the third fastest growing advertising medium in the world. The US DOOH market place has grown rapidly and almost in spite of itself. There are approximately 1.7 million screens in the US growing about 10% per year. These screens are owned and operated by over 200 different operators. Currently if a brand wants to advertise it takes several weeks to several months just to plan the campaign, flying around to each individual operator etc. Similarly to what Google Adwords did for internet advertising, rVue (RVUE) is trying to do for DOOH advertising. rVue’s ad buying software platform connects over 740,000 screens from 180 network operators, and a brand can plan and deploy a campaign in minutes (not months).  Over the last couple of years rVue has had its issues monetizing this potentially game changing platform. Last fall, Michael Mullarkey took over as CEO while rVue’s largest shareholder provided a $1.2 million cash infusion. We are hopeful that under Michael’s leadership rVue will become a successful turnaround story in 2013. Listen to CEO Michael Mullarkey as he tells the story. Read More …

  • MicroCapClub Invitational: Charles & Colvard (CTHR)

    Posted February 4, 2013 By in Blog, Broadcasts, Company Presentations, MicroCapClub Invitational 2013 With | No Comments MicroCapClub Invitational: Charles & Colvard (CTHR)

    Charles & Colvard (CTHR) is the global source of Moissanite, a unique near colorless created gemstone sold through numerous channels both here in the US as well as internationally. Moissanite is recognized by the jewelry industry as the best alternative to a diamond. Charles & Colvard is a successful turnaround story thanks to jewelry industry veteran and CEO Randy McCullough. Randy initiated a multi prong growth strategy a few years ago. He has grown the top line from $8m in 2009,  $12m in 2010, $16m in 2011, and 2012 should approach $24m, an average growth rate close to 50% year over year. The company is profitable, has $11 million in cash, no debt, and 70 consecutive insider purchases without a sale. Listen to CEO Randy McCullough as he tells the story. Read More …

  • MicroCapClub Company Performance Analysis: January 2013

    Posted February 2, 2013 By in Blog, MicroCapClub Monthly Performance With | No Comments MicroCapClub Company Performance Analysis: January 2013

    After a positive December, the month of January was one of the best on record. The DOW gained 5.8% and the S&P 500 gained 5% in January. The iShares Russell MicroCap Index (IWC) was up 6% for the month. Below is a summary of companies discussed on MicroCapClub showing outstanding share price appreciation (greater than 10%). The companies are listed in descending order of performance for the month of November. Read More …

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