Planet MicroCap Podcast | MicroCap Investing Strategies

Cboe Global Listings Initiative with Erik Sloane, Global Head of Company Listings for Cboe Global Markets (CBOE: CBOE) / Chief Revenue Officer, Cboe Canada

My guest on the show today is Erik Sloane, Global Head of Company Listings for Cboe Global Markets (CBOE on CBOE) and Chief Revenue Officer for Cboe Canada. On June 2, 2023, Cboe announced the launch of Cboe Global Listings, the first-of-its-kind, global listing network facilitating worldwide access to capital and secondary liquidity for companies and ETFs. Cboe recently acquired the NEO Exchange, and owns exchanges in the U.K., Netherlands and Australia. They are looking to revolutionize the intralistings to facilitate worldwide access to capital and secondary liquidity for companies and ETFs. I invited Erik on today to provide you all with the full and complete understanding about the Cboe Global Listings initiative, why now, the problem(s) it solves and why this initiative is of particular interest for Small and MicroCap issuers.

 

For more information about the Cboe, please visit: https://www.cboe.com/

 

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

McCoy Global (TSX: MCB): Technology and Solutions Provider for Oil and Gas

My guest on the show today is Jim Rakievich, President & CEO of McCoy Global (TSX: MCB). McCoy Global Inc. is a product and service provider for the international oil and gas sector with new digital technology solutions. McCoy’s series of Smart products seeks to increase efficiency, wellbore integrity and safety by eliminating human error and guaranteeing consistency and repeatability of casing running operations worldwide, according to the company's website.

I originally heard McCoy Global's presentation at the Small Cap Discoveries' event back in October 2023, and they. will also be presenting at our upcoming event, the Planet MicroCap Showcase: VEGAS 2024. Despite operating in a cyclical industry, the company has been around for 100 years and has a global footprint with operations on every continent. I invited on Jim to better understand the following:

• How McCoy Global has evolved and provided a product and services suite for the current Oil & Gas environment
• Competitive landscape and customer base
• Their digital technology solutions, and;
• Jim's 3-5 year vision for the company

For more information about McCoy Global, please visit: https://www.mccoyglobal.com/

This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.

The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.

SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.

The Delta Between Public and Private Valuations in Real Estate with Bill Chen, Managing Partner at Rhizome Partners

My guest on the show today is Bill Chen, Managing Partner at Rhizome Partners. I met Bill at the MicroCapClub Leadership Summit back in October and was stoked to have him on the pod to chat real estate with him. I haven't covered publicly-traded real estate, or real estate in general, that much and thought it was time to change that up. Bill did the pod circuit last year, and he clearly has a handle on the latest and greatest in Real Estate; a few things we hit on today: delta between public and private valuations, what lower interest rates environment means for REITs, chat on a few pubcos, bear case, commercial and more!

For more information about Rhizome Partners, please visit: https://www.rhizomepartners.com/

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Unwinding the Oil and Gas Negativity with Josh Young, Founder and Portfolio Manager at Bison Interests

My guest on the show today is Josh Young, Founder and Portfolio Manager at Bison Interests. We last chatted on the podcast back in July 2023, so figured it was time for our semi-annual conversation on energy markets. It was a rough second half of 2023 for Oil & Gas, and Josh provides his post-mortem on what happened - plus, how 2024 is setting up when considering all the macro news on the horizon, geopolitical events currently happening, elections later this year, but all things considered, and why Josh thinks there is a decent chance that Oil could do well this year.

For more information about Bison Interests, please visit: https://bisoninterests.com/

You can Follow Josh Young on Twitter/X @Josh_Young_1: https://twitter.com/Josh_Young_1

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Pioneer Power Solutions, Inc. (NASDAQ: PPSI): Designer and Manufacturer of Specialty Electrical Equipment for Distributed Generation and EV Charging Markets

My guest on the show today is Nathan Mazurek, Chairman and CEO of Pioneer Power Solutions, Inc. (NASDAQ: PPSI). Pioneer Power Solutions, Inc. is a leader in the design, manufacture, integration, refurbishment, service and distribution of electric power systems, distributed energy resources, power generation equipment and mobile EV charging solutions for applications in the utility, industrial and commercial markets, according the company's website.

I first met Nathan prior to our conference, the Planet MicroCap Showcase: VEGAS 2023, and since their presentation at the event, the company has announced numerous orders for the E-Boost and E-Bloc products. I invited Nathan on today to discuss the company's progress, as well as:

• Better understand the distributed generation and EV charging markets
• E-Boost and E-Block product differentiation as compared to their peers; and,
• Nathan's 3-5 year vision for the company

For more information about Pioneer Power Solutions, Inc., please visit: https://www.pioneerpowersolutions.com/

This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.

The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.

SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.

Modular Medical (NASDAQ: MODD): Developing a Next Generation Insulin Pump

My guest on the show today is James (Jeb) Besser, CEO of Modular Medical, Inc. (NASDAQ: MODD). Modular Medical, Inc. (Nasdaq:MODD) is a development-stage medical device company that is working towards launching the next generation of insulin delivery technology. Using its patented technologies, the company seeks to eliminate the tradeoff between complexity and efficacy, thereby making top quality insulin delivery both affordable and simple to learn.

 

As Jeb discusses in the interview, despite many tech companies trying to find "next generation" solutions for an insulin pump, it's only been recently that there's been some momentum in the delivery technology itself vs. a smart phone-related monitoring solution. That is why I invited Jeb on today to discuss the following:

• The history of insulin pump innovation
• Why patients the standard of care pump is so complicated
• Modular Medical's delivery technology and what makes it unique; and,
• Next steps for commercialization

For more information about Modular Medical, please visit: https://modular-medical.com/

This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.

The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.

SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.

How Regulations Affecting MicroCaps, Tax Loss Selling, Dark Stocks, 2023 Takes, Looking Ahead at 2024 with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments

My guest on the show today is Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments. Today's conversation is Sam and I catching up on the year that was in 2023, and the year ahead in 2024. He's a frequent guest on the show, and was one of my first friends when I started in this business all the way back in 2011. I always enjoy hearing his perspective on the MicroCap markets as he's one the hardest working investors I know: Sam turns over every rock, will take as many meetings as possible, and works tirelessly to find that next great MicroCap stock.

For more information about Ridgewood Investments, please visit: https://ridgewoodinvestments.com/

You can Follow Sam Namiri on Twitter/X @snamiri: https://twitter.com/snamiri

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

SEC Approves First SPOT Bitcoin ETF with Caitlin Cook, Hxro Network / @Deadcaitbounce

My guest on the show today is Caitlin Cook, better known as @DeadCaitBounce on Twitter/X, Head of Marketing and Communications at Hxro Network. This is a special edition pod because we had some breaking news - on Wednesday, January 10, 2024, the SEC approved the listing and trading of a number of spot bitcoin exchange-traded product (ETP) shares. Caitlin is my go-to person for all things crypto, whose sole focus is educating the masses about crypto. From when we worked on her podcast, The Deadcaitbounce Experience, almost every guest made the same point that one way to bridge the gap between early crypto adopters and traditional finance, or "TradeFi", would be when Bitcoin ETFs were approved by the SEC. Well, the day has come, despite the very appropriate crypto-nian (with a "c") social media blunder on January 9th, we now have Bitcoin ETFs, and Caitlin and I break it all down.

You can Follow Caitlin Cook on Twitter/X @Deadcaitbounce: https://twitter.com/DeadCaitBounce 

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

LuxUrban Hotels (NASDAQ: LUXH): Hotel Company Taking Advantage of the Dislocation in Commercial Real Estate

My guest on the show today is Shanoop Kothari, Co-CEO and CFO of LuxUrban Hotels, Inc. (NASDAQ: LUXH). LuxUrban Hotels Inc. utilizes a long-term lease, asset-light business model to acquire and manage a growing portfolio of short-term rental properties in major metropolitan cities. The Company’s future growth focuses primarily on seeking to create “win-win” opportunities for owners of dislocated hotels, including those impacted by COVID-19 travel restrictions, while providing favorable operating margins.

The LuxUrban business model is a little different than your traditional hotel operator. The nuance, as Shanoop describes, is that they enter master leases with hotel owners, where they have control of the asset, just don't own the asset. We dive deeper into what this means, as well as:

• Why the company decided to focus solely on the hotel business
• Nature of LuxUrban's relationship with Wyndham; why they chose them over, say a booking.com for just the reseller aspect of the business
• Whether its getting harder or easier to get more leases; in essence, is it getting easier or harder to scale the business; and,
• Shanoop's 3-5 year vision for the company

For more information about LuxUrban Hotels, please visit: https://luxurbanhotels.com/

This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action.

The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast.

SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.

Legal Special Situations Investing with Lionel, Editor of Valorem Research Newsletter

My guest on the show today is Lionel, Editor of Valorem Research Newsletter. I think Lionel (he'd prefer to stay anonymous) might be one of my favorite podcast guests: his appearances on Andrew Walker's Yet Another Value Podcast have to question all my life choices and perhaps re-evaluate getting a law degree, if only so I can totally understand everything he talks about. In our conversation today, Lionel and I talk about how and why he finds legal special situations so interesting, as well as high level overviews of recent cases he discusses in WAY more depth on Andrew's show, his overall take on anti-trust / M&A and his thoughts on the topic for 2024.

For more information about Valorem Research Newsletter, please visit: https://www.valoremresearch.com/ 

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft