Forum Topics Coffee Microcaps - Mark Tobin
Figgy
Added 4 years ago

I will jump in on these when I can. Really interesting and I particularly like them as Mark finds random small caps that have promise that I'd never find screening etc. Keep in mind the company rep is invited essentially to give the investor preso so its kept pretty friendly - sometimes the q are probing but never seen the rep drilled for a flaky answer. Still good launch point if you find a company you like.

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Storge
Added 6 years ago

Coffee Microcaps run by Mark Tobin who used to work at Wilsons Asset Management organises conferences with CEO/MDs of microcaps presenting about their company.  With COVID-19 Coffee Microcaps has shifted to an Zoom online format, Coffee Microcaps Morning Meetings every 2 weeks on Thursday mornings. 

There have been 4 Coffee Microcap Morning meetings so far with companies such as ST1, VOR, TNY, AHX, APD and PKS having presented.  You can see these presentations on YouTube at:-https://www.youtube.com/channel/UC273wl4yk46LYuSsRGgbb6Q

The Coffee Microcaps website is:- https://www.coffeemicrocaps.com/

These Coffee Microcap morning meetings are free and you can submit your questions to Mark beforehand. You can connect with Mark on twitter or by email to get on the list to participate int he Coffee Microcap morning meetings.  His email is: mark(at)coffeemicrocaps.com 

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Noddy74
Added 4 years ago

Coffee Microcaps upped the frequency of their company presentations through the recent reporting period and are continuing to present weekly thereafter. This week's format was a little different featuring Luke Winchester of Merewether Capital on a couple of companies he likes, rather than the usual company insiders. Some recent presentations that get some airplay on Strawman include:

23-Nov Wini on his views of 8common (8CO) and XRef (XF1)

11-Nov Janison Education Group CEO and CFO (JAN) and Millenium Services Group CEO and CFO (MIL)

4-Nov Ensurance (ENA) amd Bike Exchange (BEX)

29-Oct Proptech (PTG), Delta Drone (DLT), Nutritional Growth Solutions (NGS) and Wide Open Agriculture (WOA)

27-Oct DroneShield (DRO), Cellmid (CDY), AD1 Holdings (AD1) and Angel Seafood (AS1)

14-Oct Selfwealth (SWF) and Spirit (ST1)

The Coffee Microcaps YouTube channel can be found here.



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Noddy74
Added 4 years ago

Coffee Microcaps latest batch of company presentation have been screening in recent weeks following recent quarterly announcements. The following companies (with links) have reported:

27 Jan Atomo Diagnostics (AT1) and Xpon (XPN)

28 Jan Sensen (SNS)

31 Jan Mad Paws (MPA) and Pureprofile (PPL)

3 Feb Skifii (SKF) and Grafitti (GTI)

10 Feb Mobilcom (MOB, Laybuy (LBY), Paygroup (PYG) and Plenti Group (PLT)

The Coffee Microcaps YouTube channel can be found here.

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