From April 30 to May 2, I’ll attend the Planet MicroCap Showcase conference in Las Vegas with my analyst at Rivemont.
I’ve been attending this conference for several years and really enjoy the two-and-a-half-day format. On the first half-day, you hear keynote speeches, followed by company presentations and one-on-one meetings on the remaining two days.
Close to 100 presenting companies are involved in this year’s edition, including 21 Canadian companies.
On May 1, I will be moderating six fireside Q&A sessions with some of my favourite Canadian companies:
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Biorem (TSX-V: BRM)
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BioSyent (TSX-V: RX)
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BQE Water (TSX-V: BQE)
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OneSoft Solutions (TSX-V: OSS)
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Sabio Holdings (TSX-V: SBIO)
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Yerba Brands (TSX-V: YERB-U)
All the company presentations, including the fireside Q&A sessions, will be broadcast live through the online portal, so I encourage you to register and check it out.
On the last day, my analyst and I will sit down with 18 companies for 30-minute one-on-one meetings. Yes, it will be a gruelling day! (but hopefully very productive)
We typically meet companies for one of three reasons:
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The Rivemont MicroCap Fund owns the stock, and we want to catch up with management (5 out of 18 meetings).
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We are actively researching the company to potentially add it to the portfolio (5 out of 18 meetings)
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We want to connect with the company for the first time and get to know management a little more (8 out of 18 meetings).
I’ll highlight one opportunity in each category to give you a flavour of the meetings I’ll be taking.