Good Things Come in Small Packages

Investing

(Originally written April 2020)

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Good things do come in small packages. 

Let’s have a look at some of the MicroCaps that I have been interested in.

WELL Health Technologies (WELL)

What it does: WELL Health Technologies Corp is the owner and operator of a portfolio of primary clinics delivering healthcare-related services It operates through below segments: Clinical services, Digital services, and others. It also engages in the Electronic Medical Records business that supports the digitization of clinics. Its objective is to empower doctors to provide the best and most advanced care possible leveraging the latest trends in digital health.

Share Price: $1.69

Market Cap: $206M

Revenue (2019): $32.8M

Cash: $15.6M

Share Count: 122M

Website:https://www.well.company/

XPEL Technologies (XPEL)

What it does: XPEL, Inc. manufactures, sells, distributes, and installs after-market automotive products in the United States, China, Canada, Continental Europe, the United Kingdom, Asia Pacific, Latin America, the Middle East/Africa, and internationally. The company offers automotive surface and paint protection, headlight protection, and automotive and architectural window films, as well as proprietary software

Share Price: $11.63

Market Cap: $322M

Revenue (2019): $129M

Cash: $11.5M

Share Count: 28M

Website:https://www.xpel.com/

Kneat.com (KSI)

What it does: Kneat.com Inc is in the business of developing and marketing a software application for modelling regulated data-intensive processes for regulated industries, focusing on the life sciences industry. The company has developed Kneat Gx solution which provides management real-time visibility and control and increases product, quality, and compliance. In addition, the company provides software-related services including training, installation, upgrades, consulting and maintenance.

Share Price: $1.90

Market Cap: $127M

Revenue (TTM): $3M

Cash: $7M

Share Count: 67M

Website:http://www.kneat.com/

Kraken Robotics (PNG)

What it does: Kraken Robotics Inc is a Canada based company engaged in the design, manufacture and sale of software-centric sensors and underwater robotic systems. It operates in the business segments of Sensors and Platforms which is the design, manufacture and sale and provision of services for underwater sonar and laser scanner sensor equipment and underwater vehicle platform; and Power which is the design, manufacture and sale of subsea power equipment such as drives, thrusters, and batteries

Share Price: $0.40

Market Cap: $58M

Revenue (TTM): $12M

Cash: $2.7M

Share Count: 140M 

Website:http://www.krakenrobotics.com/

Nova Leap Health (NLH)

What it does: Nova Leap Health Corp operates in the healthcare industry. The company is a provider of personal home care and support services. The principal business activities of the company and its subsidiaries are to provide skilled and non-medical home care to clients. Its service offering includes meal preparation, housekeeping, transportation, personal care and medication reminders.

Share Price: $0.29

Market Cap: $18M

Revenue (2019): $17M

Cash: $1.6M

Share Count: 62M

Website:https://www.novaleaphealth.com/

Sangoma Technologies (STC)

What it does: Sangoma Technologies Corp is a provider of hardware and software components that enable Internet protocol communications systems for both telecom and datacom applications. It is engaged in the development, manufacturing, distribution, and support of voice and data connectivity components for software-based communication applications

Share Price: $1.73

Market Cap: $127M

Revenue (2019): $110M

Cash: $13.5M

Share Count: 74M

Website:https://www.sangoma.com/

Redishred Capital (KUT)

What it does: Redishred Capital Corp manages and operates the Proshred brand and business platform in the United States and internationally. It operates the Proshred system under two business models, franchising in the United States, via direct ownership of shredding trucks and facilities in eight locations in the United States. It also operates a hard-drive destruction service.

Share Price: $0.45

Market Cap: $35M

Revenue (TTM): $20.4M

Cash: $16.4M

Share Count: 78M

Website:http://www.redishred.com/

Namsys (CTZ)

What it does: NamSys Inc is engaged in providing software solutions for currency management and control systems for financial institutions, retailers, currency carriers, casino and mass transit operators, and various government agencies. The company is also engaged in processing for the banking and merchant industries. The company generates its revenue in the form of software license fees, Hosted services, maintenance and product support, and professional services

Share Price: $0.71

Market Cap: $19M

Revenue (2019): $4M

Cash: $4.8M

Share Count: 27M

Website: https://www.namsys.com

AirIQ (IQ)

What it does: Airiq Inc develops and operates a telematics asset management system using specialized software, digitized mapping, wireless communications, the internet, and the Global Positioning System. Geographically, the company has operations in Canada and the United States which is the key revenue driver.

Share Price: $0.22

Market Cap: $6.6M

Revenue (2019): $3.7M

Cash: $1.8M

Share Count: 30M

Website: https://www.airiq.com/

Hamilton Thorne (HTL)

What it does: Hamilton Thorne Ltd is engaged in providing precision instruments, consumables, software and services that reduce cost, increase productivity, improve results and enable breakthroughs in Assisted Reproductive Technologies (ART) and developmental biology research markets.

Share Price: $1.04

Market Cap: $133M

Revenue (2019): $32.6M

Cash: $10.3M

Share Count: 127M

Website: http://www.hamiltonthorne.ltd/

GoodFood (FOOD)

What it does: Goodfood is a leading online grocery company in Canada. They deliver fresh meals and grocery products coast to coast and make it easier for their members to enjoy delicious meals at home, every week. Goodfood’s mission is to make the impossible come true, from farm to kitchen, and they achieve that by empowering members to complete their weekly meal planning and grocery shopping in less than 1 minute.

Share Price: $3.47

Market Cap: $202M

Revenue (2019): $161M

Cash: $67M

Share Count: 58M

Website: https://www.makegoodfood.ca/

Enthusiast Gaming Holdings  (EGLX)

What it does: Enthusiast Gaming Holdings Inc is a gaming company building authentic lifestyle gamers. It has an online network of over 80, owned and affiliated, gaming related websites and a network of 900 YouTube channels reaching 150 million visitors. It also owns and operates Canada’s video-gaming expo, Enthusiast Gaming Live Expo “EGLX”. Its products and services fall into three principal segments: content, advertising and events.

Share Price: $1.60

Market Cap: $115M

Revenue (2019): $11.8M

Cash: $14M

Share Count: 72M

Website: https://www.enthusiastgaming.com/

AcuityAds (AT)

What it does: AcuityAds Holdings Inc is a provider of a web-based platform for advertisers to connect to their end-users. The programmatic marketing platform includes Acuity’s machine learning technology that uses data for real-time advertising on social media.

Share Price: $1.01

Market Cap: $50M

Revenue (2019): $119M

Cash: $7.4M

Share Count: 49M

Website:http://www.acuityads.com/

Quorum Information Technologies (QIS)

What it does: Quorum Information Technologies Inc is an information technology company engaged in the automotive retail business. It develops, markets, implements and supports its software product, XSELLERATOR a Dealership Management System for the automotive market. XSELLERATOR automates, integrates and streamlines a range of processes across departments in a dealership.

Share Price: $0.83

Market Cap: $59M

Revenue (TTM): $30M

Cash: $622K

Share Count: 72M

Website:http://www.quorumdms.com/

Blackline Safety (BLN)

What it does: Blackline Safety is a global connected safety technology leader. Providing comprehensive live-monitoring and wireless gas detection, they help teams working in hazardous environments respond to emergencies in real-time and manage efficient evacuations, accounting for everyone’s safety along the way. 

Share Price: $4.40

Market Cap: $211M

Revenue (2019): $33.3M

Cash: $12.6M

Share Count: 48M

Website:http://www.blacklinesafety.com/

Tecsys (TCS)

What it does: Tecsys Inc is engaged in the development and sale of enterprise supply chain management software for distribution, warehousing, transportation logistics, point-of-use and order management. It also provides related consulting, education and support services. The company serves healthcare systems, services parts, third-party logistics, retail and general wholesale distribution industries.

Share Price: $19.74

Market Cap: $258M

Revenue (2019): $76.5M

Cash: $12M

Share Count: 13M

Website: http://www.tecsys.com/

***

*Data and other information is from TMX, and Yahoo Finance

Summary List View:

WELL Health Technologies (WELL)

XPEL Technologies (XPEL)

Kneat.com (KSI)

Kraken Robotics (PNG)

Nova Leap Health (NLH)

Sangoma Technologies (STC)

Redishred Capital (KUT)

Namsys (CTZ)

AirIQ (IQ)

Hamilton Thorne (HTL)

GoodFood (FOOD)

Enthusiast Gaming Holdings  (EGLX)

AcuityAds (AT)

Quorum Information Technologies (QIS)

Blackline Safety (BLN)

Tecsys (TCS)

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