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 …
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MicroCapClub Invitational: rVue (RVUE)
Posted February 7, 2013 By Ian Cassel in Blog, Broadcasts, Company Presentations, MicroCapClub Invitational 2013 With | No Comments
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MicroCapClub Invitational: Charles & Colvard (CTHR)
Posted February 4, 2013 By Ian Cassel in Blog, Broadcasts, Company Presentations, MicroCapClub Invitational 2013 With | No Comments
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 …
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MicroCapClub Invitational: Greystone Logistics (GLGI)
Posted January 31, 2013 By Ian Cassel in Blog, Broadcasts, Company Presentations, MicroCapClub Invitational 2013 With | 9 Comments
A few months ago I wrote an article entitled: 8 Habits Of Highly Effective MicroCap CEO’s. Greystone Logistics (GLGI) CEO Warren Kruger is one of the few CEO’s I’ve met recently that meets all 8 criteria. Warren Kruger owns 30% of the company, takes an average salary, buys stock in the open market every quarter, and has invested over $10 million of his own money to turn the company around. I would also add that there has been little to no share dilution for several years. With the turnaround complete, the stage is set for a growth story to emerge. Greystone Logistics is the only public company focused on manufacturing and leasing plastic pallets, the fastest growing segment of the $9.5 billion pallet industry. The company is currently trading at 4x TTM EPS. This is the first time the company has presented anywhere, so listen to CEO Warren Kruger as he tells the story. Read More …
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MicroCapClub Invitational: Misonix (MSON)
Posted January 30, 2013 By Ian Cassel in Blog, Broadcasts, Company Presentations, MicroCapClub Invitational 2013 With | 3 Comments
The U.S. medical device industry continues to grow at a brisk pace, thanks to an aging Baby Boomer population, high unmet medical needs and increased incidence of lifestyle diseases (including cardiovascular diseases, diabetes, hypertension and obesity). The global medical device market is expected to reach $300 billion by 2017 with a CAGR of 6.1% over the next several years (2011-2017). Misonix (MSON) is aggressively pursuing a $3 billion+ piece of the market with their ultrasonic medical devices. Last quarter the company grew revenues 42%, with the highest growth occurring internationally. Misonix’s three core products grew at an impressive 220% (BoneScalpel), 97% (SonicOne), and 21% (SonaStar) year over year respectively. More importantly we expect profitable growth in 2013 and beyond. Listen to CEO Michael McManus as he tells the story. Read More …
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MicroCapClub Invitational: Noble Roman’s (NROM)
Posted January 21, 2013 By Ian Cassel in Blog, Broadcasts, Company Presentations, MicroCapClub Invitational 2013 With | 18 Comments
Over the years I’ve found that restaurant roll out stories can capture more momentum and trade at higher multiples then even tech stocks. Buffalo Wild Wings (BWLD) and Chipotle (CMG) are prime examples of such companies that have captured the attention of Wall Street over the last few years. Noble Roman’s (NROM) is an undiscovered food franchising-licensing company with 35%+ operating margins at an inflection point of growth. The company is targeting the fastest growing segment of the pizza industry, the take-n-bake arena. Since 2010, the company has signed take-n-bake supply agreements with over 1300 grocery stores. In mid-2012, Noble Roman’s entered the standalone take-n-bake market place with their own franchise concept. In a few short months the company has signed agreements for 9 locations, 3 of which have already been opened. Listen to CEO Paul Mobley as he tells the story. Read More …
