Planet MicroCap @PlanetMicroCap

🔥Here are all the stock pitches from @PlanetMicroCap Vegas! @paulcerro @majgeoinvesting @elplanetaf @ragingbullcap @Whit_Huguley @DeepSailCapital @AKWilk @longcastadviser @FokinArtem @kingdomcapadv @hpunch and others microcapclub.com/planet-microca…

Here is @jasoncbuck's wonderful presentation from @PlanetMicroCap Las Vegas microcapclub.com/the-ecology-of…

🔥Here is Sean Iddings presentation from @PlanetMicroCap Las Vegas on a AI tool we are launching that leverages the proprietary data on MicroCapClub. microcapclub.com/the-reality-of…

@majgeoinvesting @smallcapdisc @theLDMicro

Here is a talk I gave last week at @PlanetMicroCap titled "Obsession". Hope you enjoy it. microcapclub.com/obsession/

I went to Las Vegas last week to visit @iancassel's @MicroCapClub conference and be annoying to the attending fund managers and companies. The main question: Are microcap stocks just gambling?

We spent the last few days at @PlanetMicroCap in Vegas. Met with a lot of different companies. It takes some patience to get through all the presentations, but we walked away with a few really interesting companies doing some great work. Definitely worth the trip.

My 2026 edition below. Once again, an amazing @PlanetMicroCap conference (thank you @BobbyKKraft !) and anyone who is interested in the microcap space should attend Toronto October 27th - 29th. Four companies I wanted to highlight I own shares in and met with in Vegas: $NEWT - Founder/CEO Barry Sloane started the company in 1998, and it now operates as a branchless, technology-enabled financial holding company focused on SMBs. The model combines SBA lending, C&I lending, deposits, payments, payroll and insurance. C&I loans are long-amortizing (10-25y) credits with strong borrower/collateral metrics - weighted average LTV of 47%, 13% coupon, DSCR above 3x, roughly 10-year borrower operating history, personal guarantees and liens on business assets and in many cases personal assets. NEWT also has a payments business generating $17m of EBITDA. Alliance partners and its marketing database generate 600 to 800 unique business referrals per day, and the bank is fully online. Since acquiring a small community bank in 2023, deposits have grown from about $140m to over $2 bn. As of Friday, trades around 5.4x 2027 EPS guide with 5.5% dividend and grew Q1 EPS 19% $AMNF - Nearly 50 year old pesto and other sauces producer with 60%+ market share in food services. 40s GMs and 30s operating margins, trades 18x 2025 EPS. CEO Deanna Jurgens started in May 2025 and has significant national account experience. They just signed 90K+ square foot lease to scale capacity. I think it’s highly likely in the next few years they have $MCD or $CMG type customers which often can be $20m-$30m+ per year contracts. Trades OTC and IMO should uplist in the next 1-2 years. $KINS - 140 year old insurer in downstate / coastal NY (think Long Island) that has executed a remarkable turnaround under Meryl Golden who took over as CEO in 23' (has been with company since 19). 75% combined ratio in 2025 and taking market share as two competitors pulled out of state. They will start to do E&S business in CA later this year. Announced a buyback this year and is trading <6x depending on your view on weather. I think underwriting and their Select program is the competitive advantage here coupled with the fact that many of the larger insurers just don’t have appetite / capacity to insure coastal or wildfire exposed areas $LGL - currently a cash shell with a small but growing operating business (Precision, Timing and Frequency) focused on defense tech that allows systems to track position & time when GPS is jammed. Trades around cash value and doubling cash on hand through a rights offering. Will use proceeds to buy companies in the PTF space. They also did a small strategic investment in a precision and timing start-up called Skyline on Wednesday. New CEO is ex Navy SEAL with experience in defense tech roll-ups. LGL previously spun off $MPTI and shareholders did very well on the spin-off - stock is up 595% since spin in October 22

Ben Brostoff @bmb21

a year ago

A couple ideas coming out of @PlanetMicroCap Conference: - $CPSS - 25 year old auto subprime lender that has raised APRs from 17 to 20% and demand has increased in last two years. Uses securitization market for financing (104 in its history). $17 of runoff value on equity

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I have been to several stock conferences but always wanted to attend the Planet MicroCap Conference in Vegas and finally had a chance to participate. It did not disappoint. I have to say I found it highly professional and organized with an outstanding lineup of quality companies. You simply could not attend this conference without walking away with vastly more investing knowledge and a few compelling new ideas. I thoroughly enjoyed meeting the greats @iancassel @BobbyKKraft (just missed meeting @majgeoinvesting ) and others as well as many of the X members attending. They are the most passionate and authentic group of any conference I have attended. I also made a number of new like-minded friends, as well as some Irish and Aussie brothers that showed me a hell of a good time - so thank you! Full transparency, one of the main reasons I attended was to compare my current holdings to newer companies or companies I may not be aware of that offer more upside or less risk. Something I found very interesting, out of all publicly traded micro-caps there are probably less than 100 that are profitable w/DD growth and low debt. It is shocking to me how few publicly traded small companies are rapidly growing, profitable and have a low debt ratio. Couple this with the ability to scale into a large TAM, cash, low risk of dilution, high insider ownership that aligns with shareholders and management with a history of execution and - you are left with only a handful of companies. My largest position in a small company is $MRDN followed by $PDEX ( presented ) $DCTH and $BWEN. I have made a list of the top companies that presented and I will be going over them in the next few weeks to look for additional opportunities, but I can say without reserve or hesitation, I did not hear a single pitch as exciting or compelling to me as $MRDN Meridian Holdings is over the next decade with their risk/reward profile. Quite frankly I am disappointed $MRDN did not attend as they have the story and catalysts, as well as the qualitative and quantitative metrics to have been one of if not the most compelling investment ideas. I ranked the top 16 companies that attended off my initial first impressions and plan to dive deeper and post on in the upcoming few weeks: 1. NURS 2. TATT 3. TSSI 4. VEEV 5. MPTI 6. PDEX 7. ZOMD 8. IDR 9. SNWV 10. NEWT 11. UMAC 12. ASYS 13. SKYX 14. BLZE 15. AMNF 16. ACFN If you are serious about discovering the next pre-runner, 10X company, or simply to meet like minded people and learn more about investing - Planet MicroCap Conference should be on the top of your list. Thanks @PlanetMicroCap @iancassel @BobbyKKraft @MicroCapClub @Premski_SGP @leevalueroach @InvestorMexican @rich_wg11 @wkinvestments @DeepSailCapital @SultanAmeerali @onecentinvest @GardenCapitalM @CDNValueInvestr @valuedontlie @NewToTheStreet @NewToTheStreet @Valuehunte @StudiosExpanse @meridianbet_ofc @meridianbet_br @MRDN_Official @meridianbet @majgeoinvesting @valuedontlie @AKWilk @KingForaDay__1 @Finnish_whale @Marco_SD_TALK @paulcerro @Stocks_Stones @GeoInvesting @KSantaMariaPB @SvnCapital @WillowOak2017 @Whit_Huguley @JohnHuber72 @eriksen_tim @CaptnKirk13 @dsmoak98

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🔊Looking forward to seeing many of you next week in Vegas. ✅1,100+ attendees ✅632 investors from 29 countries ✅138 companies ✅3,000+ confirmed investor/management meetings Here are the top companies and number of confirmed investor meetings:

Here is the investor breakdown for @PlanetMicroCap La Vegas. We have 350+ funds attending which has to represent a material % of institutional capital in the space. Now over 3,000 1x1 investor/management meetings confirmed or 21+ meetings per company on avg. See you next week!

Before the doors open at the Bellagio next week, we put together a series of CEO video interviews with the companies presenting at Planet MicroCap Las Vegas 2026. Each interview is a direct conversation with management - Overview of what the company does, what makes them unique and different, and value catalysts for 2026. If you're attending and want to get up to speed before your meetings, or if you're following the event from home, the full playlist is below. 🎙️ Full playlist of CEO Video Interviews with companies presenting @PlanetMicroCap Las Vegas: youtube.com/playlist?list=…

[NEW VIDEO] VIRTUAL KEYNOTE Q&A with Ari Scheer, The Bracket powered by Generation IACP Inc. Ari Scheer of The Bracket joins Planet MicroCap to discuss what public company management teams often misunderstand about their own stock — from short activity to institutional financing dynamics — and why better visibility into trading data can lead to more informed capital markets decisions. Watch here: youtube.com/watch?v=njlTPD…

[NEW VIDEO] VIRTUAL KEYNOTE Q&A with Scott Cacurak, CPA, Partner, & Robert McCabe, CPA, Partner, at TAAD LLP TAAD LLP's Scott Cacurak and Robert McCabe join Planet MicroCap to break down what the 2026 regulatory and macro environment looks like from an auditor's seat - covering proposed SEC listing rule changes, PCAOB scrutiny, U.S.-China deal flow, and the hidden costs of waiting to get audit-ready. Watch here: youtube.com/watch?v=FL4_B7…

[NEW VIDEO] VIRTUAL KEYNOTE Q&A with Lynne Bolduc, KBR: "The Modern Board of Directors" Lynne Bolduc of Kreditor Bolduc Risbrough joins Planet MicroCap to share practical guidance on structuring and managing boards of directors - from composition and committee requirements to the growing risks of AI reliance in board decision-making. Her keynote draws on 35 years of experience to help both private and public company executives build boards that protect rather than undermine their companies. Watch here: youtube.com/watch?v=keBEcU…

[NEW VIDEO] VIRTUAL KEYNOTE Q&A with Christopher Marlett, Founder & CEO of MDB Capital Holdings (NASDAQ: MDBH) Chris Marlett joins Planet MicroCap to explain the firm's "asymmetric playbook" - a disciplined approach to identifying early-stage technology companies where limited downside meets the potential for multi-billion dollar outcomes. Marlett discusses how MDB screens thousands of ideas to find a few with foundational IP, capital efficiency, and outsized upside before commercialization. Watch here: youtube.com/watch?v=V6Hd3W…

[NEW VIDEO] VIRTUAL KEYNOTE Q&A with Jon Uretsky, PULLP: "2026 SEC Enforcement Landscape" Jon breaks down the SEC's major 2026 enforcement shifts — including the repeal of the 54-year-old "no deny" gag rule and what it means for companies post-settlement. From Wells notice changes to the bad actor waiver trap, Jon outlines the key risks and opportunities microcap companies should understand as they navigate the new regulatory environment. Watch here: youtube.com/watch?v=L2vcgI…

Las Vegas, here we come! The Cboe Canada Listings crew is heading to the @PlanetMicroCap Showcase as a Silver Sponsor from June 16-18 in the city that never sleeps. Thinking about your company's next move in the #PublicMarkets? Stop by the Cboe Canada booth to explore how we can help you access new pools of capital and connect with the right #investor communities. To learn more about listing with Cboe Canada, visit: lnkd.in/epVU8EyQ #CboeCanada #PlanetMicroCap #CapitalMarkets #PublicMarkets #MicroCap #GoingPublic

Who's attending @PlanetMicroCap conference next week? I'll be in Vegas June 15-18 if anyone wants to meetup

Attending the @PlanetMicroCap in Las Vegas? Don’t miss @KSantaMariaPB, CEO of M.S. Howells & Co, as she shares valuable insights at the Emerging Fund Panel in the Bellagio Renaissance Foyer on Tuesday, June 16th, 2026, from 2:00 - 2:30 PM. #PlanetMicroCap #networking #MSH