@sammccolgan Avatar @sammccolgan Sam McColgan

Sam McColgan posts on X about $itmsf, $nxgl, $geodf, $cxdo the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 33% finance 32% countries 7% cryptocurrencies 7% technology brands 6% social networks 4% exchanges 3% financial services 2% travel destinations 2%

Social topic influence $itmsf #1, $nxgl 22%, $geodf 14%, $cxdo 12%, in the 12%, $htcr 11%, $lcfy 9%, $impto 8%, $krknf 8%, company 7%

Top accounts mentioned or mentioned by @pipelinedatallcs @fbuschek @pipelinedatallc @breakoutinvestr @sivspicks @nschaetz @jonbrinton @crexendo @netsapiens @arhamgrowthcap @dcblocher @claybon65310 @newtecher @micromaniaadamo @a1b1c67eudhhd @wealthunveiled @evfcfaddict @himmyjthegoat @shantaram83 @gspier

Top assets mentioned NexGel Inc. (NXGL) HeartCore Enterprises, Inc. (HTCR) AbbVie Inc (ABBV) StreamCoin (STRM) BellRing Brands, Inc. (BRBR) Wesco International Inc. (WCC) Hubbell, Inc. (HUBB) NerveNetwork (NVT) rYojbaba Co., Ltd. (RYOJ)

Top Social Posts

Top posts by engagements in the last [--] hours

"Nice to see two of my holdings $ITMSF and $CXDO talked about on @PipelineDataLLC's weekly show. Intermap - 0:40:45 to 0:51:30 Mark does a nice job summarising the investment thesis if you haven't heard it before. His technical perspective is insightful. Additionally Mark shared that he has a contact who believes Columbia is very interested in also signing up for Intermap's services. I hadn't heard about that and would be brilliant if it pans out. Crexendo - 1:17:30 to 1:20:15 I made the same technical call in our Breakout Investor community. Retracement looks finished. Looks like time to head"
X Link 2024-07-27T01:08Z [----] followers, [----] engagements

"I just published a new article on $ITMSF / $IMP.TO. Please check it out and let me know what you think. The stock is up 50% since I bought it in July but I haven't sold a share yet. https://open.substack.com/pub/breakoutinvestors/p/is-intermap-technologies-the-lowestr=233p4j&utm_campaign=post&utm_medium=web https://open.substack.com/pub/breakoutinvestors/p/is-intermap-technologies-the-lowestr=233p4j&utm_campaign=post&utm_medium=web"
X Link 2024-08-20T01:48Z [----] followers, [----] engagements

"The odds that the HeartCore Japan sale has gone through have just increased dramatically (and they were already high IMO). Shares currently up 30% AH. I am not considering selling any here. Waiting for the market to actually digest the news and for the sale announcement to come through. Context - $HTCR announces special dividend of more cash than they have on the balance sheet (link in comments). New writeup on $HTCR. I believe the company is about to be taken apart. Post transaction I think the company will have three quarters of its market cap in net cash and will be generating $7m net"
X Link 2025-10-20T22:13Z [----] followers, [----] engagements

"$NXGL's spinoff today: Stock price is currently up almost 30%. My guesstimate puts the spinoff's true value at almost a $1 a share about half the current (increased) share price. I already felt the stock was a steal before the spin-off. Overall very happy. Full thoughts below"
X Link 2025-12-11T18:32Z [----] followers, [----] engagements

"As per this LinkedIn post $NXGL's Amazon TACoS (Total Advertising Cost of Sale) is now around 4.5%. I had no idea about how good this so I asked ChatGPT: For context most brands on Amazon operate with: - 1530% TACoS when theyre growing - 1015% when theyre mature and well-optimized - 69% is considered elite performance - Below 6% is extremely rare outside of a handful of dominant category leaders Seems pretty impressive to me."
X Link 2025-11-19T22:44Z [----] followers, [----] engagements

"New research report on $BRBR. Much bigger than companies I usually look at. I wrote this report for a school project but ended up liking it enough to buy a small position. Link in comments"
X Link 2026-01-21T23:46Z [----] followers, [----] engagements

"Favourite terribly distressed micro/small cap I need to design a restructuring plan for a class assignment for a company of my choice. More complicated capital structure the better"
X Link 2026-01-29T04:06Z [----] followers, [----] engagements

"https://sammccolgan.substack.com/p/electrical-components-industry-review https://sammccolgan.substack.com/p/electrical-components-industry-review"
X Link 2026-02-15T05:52Z [----] followers, [---] engagements

"Today @FBuschek appeared on @PipelineDataLLC's weekly stock show and introduced one of his favourite investments Intermap Technologies $ITMSF. The result The stock jumped up 15% on a red day. Was it price discovery or hype The jump was warranted according to Florian who has uncovered public information (in Indonesian) that indicates a high probability the company is going to win a huge project in August. This project could generate an annual revenue notably higher than the company's market cap at a 25%+ EBITDA margin. More details to follow on Monday."
X Link 2024-07-20T00:56Z [----] followers, [----] engagements

"@SivsPicks I'm usually not one to invest in those kinds of tight timelines. That said $LCFY and $ITMSF both have catalysts upcoming that could cause them to triple by year's end. Downside fairly small. I have just published a writeup on ITMSF and a short thesis on LCFY"
X Link 2024-08-20T09:15Z [----] followers, [----] engagements

"$IMP.TO $ITMSF. teasing me with a great announcement when I'm waiting for a blow-me-away announcement. Boooooom @PipelineDataLLC @sammccolgan The Luno A contract valued at up to $290 million over five years marks a substantial increase from the initial EIM budget of $29 million and the previously planned $60 million ceiling. Boooooom @PipelineDataLLC @sammccolgan The Luno A contract valued at up to $290 million over five years marks a substantial increase from the initial EIM budget of $29 million and the previously planned $60 million ceiling"
X Link 2024-09-24T22:09Z [----] followers, [----] engagements

"Another use case for Intermap's tech - $ITMSF. Wind farms: How to maximize their output with Earth observation data https://t.co/Rh8NZZ5rLM https://t.co/BB01yE8OpH Wind farms: How to maximize their output with Earth observation data https://t.co/Rh8NZZ5rLM https://t.co/BB01yE8OpH"
X Link 2024-10-17T17:59Z [----] followers, [----] engagements

"I'm back And am back with an updated thesis for my current highest conviction investment. $NXGL has continued to deliver excellent results this year and my conviction has also grown meanwhile the price has come down. I think the time is right. Find a link to my thesis below"
X Link 2025-10-03T01:17Z [----] followers, 13.4K engagements

"$NXGL just launched it's new lip gloss product line. I'm excited to see how it ramps this quarter"
X Link 2025-10-07T22:37Z [----] followers, [----] engagements

"Watch this resistance level for $NXGL at $2.78. If it pushes through I believe the stock could run. I could also see a golden cross forming within the next month as the longer term moving averages come down while the stock price goes up. I'm back And am back with an updated thesis for my current highest conviction investment. $NXGL has continued to deliver excellent results this year and my conviction has also grown meanwhile the price has come down. I think the time is right. Find a link to my thesis below. https://t.co/Oi4b3kfFas I'm back And am back with an updated thesis for my current"
X Link 2025-10-09T14:03Z [----] followers, [----] engagements

"Excited to trial a couple of products from $NXGL (sorry to disappoint but I will not be the one trialling them 😉). I would love to hear experiences from anyone else trying Silly George's products especially the new lip gloss"
X Link 2025-10-10T15:22Z [----] followers, [----] engagements

"$NXGL's Silly George brand with some colour around the superb traction they've been enjoying (source: LinkedIn)"
X Link 2025-10-17T21:04Z [----] followers, [----] engagements

"Some thoughts on $NXGL following the LD Micro presentation today. AbbVie - "This product is back on-line. We expect our first orders shortly at least for validation and verification. The project is moving forward". This is by far the most bullish language I have heard from Adam since last year. Yes timing is still unclear but seems like this project is now a when rather than an if again. My opinion - stock deserves a re-rate on that news alone. Silly George is now on a $5.5 - 6m run rate. You may remember I was recently excited that the CMO recently said they were at well over 5m. I had"
X Link 2025-10-21T04:52Z [----] followers, [----] engagements

"I don't quite know what point you are making with the screenshot. Feel free to elaborate and I'm happy to comment. I'm also not really sure what you mean by overcapacity. They are at a very low utilisation - yes. That is a good thing (for us). It means they: a) won't have to spend much capex for a long time and b) will have excellent operating leverage as they scale. As utilisation goes up margins will quickly accelerate. That's great"
X Link 2025-11-14T05:46Z [----] followers, [---] engagements

"$NXGL Q3 update. Full article in the comments. "Youre buying the company today for around 1.3x TTM sales or 0.8x next years sales; at around 5x my [----] EBITDA forecast. This is an insane valuation for a company: Likely growing 50%+ YoY for the next few years (at least). With a stellar balance sheet no leverage $2m in cash. At breakeven next quarter 10% EBITDA margins by [----] (margins quickly expanding). With a near-monopoly on a niche and high moats to enter that niche. An invested CEO with a track record of excellent deal-making and M&A and genuine care for the business and shareholders."
X Link 2025-11-13T19:31Z [----] followers, [----] engagements

"https://sammccolgan.substack.com/p/bellring-brands-brbr-temporary-challengesr=233p4j https://sammccolgan.substack.com/p/bellring-brands-brbr-temporary-challengesr=233p4j"
X Link 2026-01-21T23:46Z [----] followers, [---] engagements

"I spent last summer at Capital Group conducting a deep dive into three companies in the Electrical Equipment space: $WCC $HUBB $NVT. My strong buy recommendation returned 50% in the last six months while the other two returned around 25% each. In my latest Substack (link in comments) I review my research and recommendations discuss what panned out vs what didn't and give my latest thoughts on the three companies. https://twitter.com/i/web/status/2022911889861488764 https://twitter.com/i/web/status/2022911889861488764"
X Link 2026-02-15T05:52Z [----] followers, [----] engagements

"Not surprised. NVT usually gets most of the investor love in the space. I think it's likely NVT will do fine as long as the AI narrative holds story. That said NVT only has 20% exposure to data centres so upside is limited and there are safer/cheaper places to get your AI exposure. https://twitter.com/i/web/status/2022923253346636136 https://twitter.com/i/web/status/2022923253346636136"
X Link 2026-02-15T06:37Z [----] followers, [--] engagements

"Next week I plan to publish a final portfolio update on Substack before I start my internship and go quiet for [--] months. I'll cover my performance and give my latest thoughts on the names I cover and own. If you have any specific questions for me now's the time"
X Link 2025-06-06T20:46Z [----] followers, [----] engagements

"Around a week ago $HTCR still owned around $300k worth of the stock $RYOJ. As of today that stake is now worth around $720k. I honestly have no idea why it spiked nor how sustainable that spike will be. That said if it stays up or HTCR sells the stake that will be a very healthy markup to enjoy. Time will tell"
X Link 2025-10-16T22:26Z [----] followers, [----] engagements

"Chatting with Doug from $CXDO today. Any questions you'd like me to ask lmk"
X Link 2025-10-17T14:03Z [----] followers, [---] engagements

"I have been happily buying more $HTCR this morning. Unbelievable that I get to buy more when we now essentially know (95%+ certainty): HeartCore Japan sale has gone through. Likely to now have an additional 12m or so cash on the balance sheet. There is no other plausible explanation here. And the company is showing it a) does not need the cash and b) is willing to return it to shareholders. This reduces a common risk I hear of the CEO making a big and bad acquisition and wasting the money. The risk reward just got so much better and I get to buy for the same price as last week Living proof"
X Link 2025-10-21T15:12Z [----] followers, [----] engagements

"@NSchaetz The international migration is finished. Domestic migration is underway; should be completed in the first or possibly second quarter of next year. Sadly not by year's end"
X Link 2025-10-21T21:16Z [----] followers, [--] engagements

"Right on cue $HTCR sells one of its weaker businesses (is better off for it) and receives $12m in cash - with a current market cap of $17m. As a reminder once Sigmaways goes too I think the remaining business can make around $7m in earnings a year on average assuming no growth and just continues on the same trajectory as it has been going on. First transaction done as expected. Another to follow. https://www.globenewswire.com/news-release/2025/10/31/3178301/0/en/HeartCore-Divests-Software-Business-Subsidiary-HeartCore-Co-Ltd.html I have been happily buying more $HTCR this morning."
X Link 2025-10-31T13:50Z [----] followers, [----] engagements

"@JonBrinton @Crexendo @netsapiens Congratulations 😁 about [--] million since I first invested in CXDO"
X Link 2025-11-01T02:19Z [----] followers, [---] engagements

"@arhamgrowthcap Not as high sequential growth as people hoped on account of some logistical challenges. Also AbbVie deal didn't work out (even though it was always a question mark)"
X Link 2025-11-14T05:40Z [----] followers, [---] engagements

"@dcblocher "make up for the loss of AbbVie" - I just don't see it this way. All they have to do is deliver what they already have on the table and investors will be very pleased. Of course I won't say no to new deals"
X Link 2025-11-14T05:43Z [----] followers, [---] engagements

"@ClayBon65310 @newtecher NXGL just cancelled the vote for this change so no increase to authorised shares"
X Link 2025-11-25T17:09Z [----] followers, [--] engagements

"@MicromaniaAdamo Around half the cash of the deal is paid on a schedule and they paid out a lot in the dividend. Basically we'll see the sale show up as a few different line items on the balance sheet. Slower than I hoped to get the hard cash but is what it is"
X Link 2025-11-29T13:11Z [----] followers, [--] engagements

"@a1b1c67eudhhd According to the Nasdaq it's happening tomorrow. I also chatted with management a couple of weeks ago and they still seemed to think it was happening this year. There can always be delays of course (wouldn't be the first time). 🤞"
X Link 2025-12-29T15:18Z [----] followers, [--] engagements

"@wealth_unveiled Over half in the US the rest spread out across Canada Japan and Europe"
X Link 2026-01-07T16:38Z [----] followers, [--] engagements

"❗Announcement ❗ This summer I graduate from Stanford GSB and will be launching a microcap focussed hedge fund. If you'd be curious about joining as an investor & partner please do reach out. Otherwise I am generally keeping most details about the fund private until closer to the time but I'm excited to share more publicly in the coming months. https://twitter.com/i/web/status/2009076614710350132 https://twitter.com/i/web/status/2009076614710350132"
X Link 2026-01-08T01:36Z [----] followers, 15.9K engagements

"RT @evfcfaddict: Step by step Ian is building a unique one stop shop quality platform for microcap investing I like Congrats to Ian and B"
X Link 2026-01-06T14:48Z [----] followers, [--] engagements

"Mark does brilliant research and knows these names inside out. At the moment we only have $IRIX in common but I could easily own $VTSI and $GEODF too. $TSSI also an attractive story but one I have less conviction on for now. Last [--] picks 150% annualized 🔥 30+ years of Wall Street experience at work 😮💨 That's why 1OOO+ tune in to my weekly show https://t.co/hmQF0pcAAb This Week: $AEHR $ALAR $ATGN $CTLP $CXDO $EVLV $GEODF $IRIX $IWC $KRKNF $LRCX $MRVL $MU $NVDA $QIPT $STX $TPCS $TSSI $VTSI https://t.co/ixoSyZzaHJ Last [--] picks 150% annualized 🔥 30+ years of Wall Street experience at work"
X Link 2024-07-17T21:22Z [----] followers, [----] engagements

"Last week I made Intermap Technologies $ITMSF $IMP.TO a 10% position in my portfolio. It's nice to see it 17% up already but it has a long way to go. The short story is that @FBuschek (fellow @BreakoutInvestr) dug deep and found proof of a contract that other investors don't seem to believe is real given the current share prices. That informational advantage gives us an edge. While the core company is doing well and seems sensibly priced here this contract would generate huge levels of cash and upside for investors over the next [--] years. This investment is on the speculative side for me hence"
X Link 2024-07-23T05:34Z [----] followers, [----] engagements

"Nexgel $NXGL bounced off the [--] ma which coincided with a 50% retracement for it's recent move. It's trending up again nicely. Earnings on Wednesday. They've preannounced these so I don't expect any big surprises. Hopefully just positive commentary on how some of the growth initiatives are going"
X Link 2024-08-12T06:18Z [----] followers, [---] engagements

"Intermap $ITMSF retraced 50% of its recent big move and has shot up the last two days. It's likely to have been held back the last couple of days due to the offering but that's now behind us and I expect the stock to trend up and test the $0.55 levels soon. We could get good news from the Indonesia project any time which should cause the stock to shoot up. https://twitter.com/i/web/status/1822880321521750282 https://twitter.com/i/web/status/1822880321521750282"
X Link 2024-08-12T06:18Z [----] followers, [---] engagements

"Locafy $LCFY isn't one I've written up a report on but I have recently bought in. The stock spiked for no apparent reason a few weeks ago and refuses to come back down to the old levels (much to my disappointment). It seems to be consolidating here coincidentally around the 50% retracement of the spike and around the 20ma. I like the fundamental setup. There's a little more risk here but the upside is huge. I will try to write it up if I have time"
X Link 2024-08-12T06:18Z [----] followers, [---] engagements

"Geodrill $GEODF - again no time to write up reports at the moment but I like the fundamental setup here and bought some shares last week. Q2 results just came out so let's see how the market reacts"
X Link 2024-08-12T06:18Z [----] followers, [---] engagements

"I've added $GEODF $KRKNF and $LCFY to my portfolio. I've included brief theses for each of the three in this short Substack article. Check it out below https://open.substack.com/pub/breakoutinvestors/p/adding-3-names-to-my-model-portfolior=233p4j&utm_campaign=post&utm_medium=web https://open.substack.com/pub/breakoutinvestors/p/adding-3-names-to-my-model-portfolior=233p4j&utm_campaign=post&utm_medium=web"
X Link 2024-08-12T11:20Z [----] followers, [---] engagements

"Nice to see $GEODF up 14% today and 19% since I bought it last week. They had great earnings today. I still need to listen to the call but I am very pleased with where they are heading"
X Link 2024-08-12T21:46Z [----] followers, [---] engagements

"@HimmyJTheGoat Today was crazy busy. Intermap $ITMSF even surprised me by releasing results today (thankfully very good results)"
X Link 2024-08-15T00:00Z [----] followers, [---] engagements

"$CXDO has had a great run following its great earnings release. It just broke resistance at $4.50. It may well take out $5 soon. It's worth nothing that the [--] day average is being held down by the lows around $3 since June. Every day a $3 day is being replaced by a $5 day (in the [--] ma) so you can expect to see the [--] ma move move up sharply until the 3rd of September at least. I expect the [--] ma to overtake the [---] ma by the start of September. This would be a notable technical event confirming the shift in momentum and I feel it is almost inevitable provided the stock doesn't crash below $4"
X Link 2024-08-16T02:15Z [----] followers, [---] engagements

"$GEODF gapped up breaking out of a wedge pattern following an earnings release that essentially confirmed its turnaround is practically complete. With Q3 results almost certain to impress and with management soon to begin distributing cash back to shareholders (e.g. through a dividend) things look bright from here. Looking forward having broken the resistance at $2.50 I think $3 is the next significant resistance level so I think the stock will continue heading up to these levels before long. https://twitter.com/i/web/status/1824268736712638712"
X Link 2024-08-16T02:15Z [----] followers, [---] engagements

"@shantaram83 A couple of people in our community follow $CANOF and have interviewed management and even visited the facility if I remember. I haven't had the time to take a close look and I am trying not to look at new names for the next month. $OLNCF is a new one though"
X Link 2024-08-16T02:37Z [----] followers, [----] engagements

"I'm going to have much less time over the next [--] years to research new microcaps so I've focussed my portfolio on high quality companies that should perform well over a long time horizon. For me the following companies make the cut: $CREX $CXDO $GEODF $ITMSF $KRKNF $LCFY $NXGL $SNIPF $ULBI $VISL I plan to play around with position sizes trimming when they rip and adding when they dip. Other than that I'm hoping that this list doesn't have to change much over the next two years. I think if you invest with the mindset that you can't touch your portfolio for two years it changes the level of"
X Link 2024-08-16T13:43Z [----] followers, 13.7K engagements

"I lost plenty of money in my first year investing. But my hit rate has improved substantially since I've become zealous about reducing my downside risk. These are the companies I've released research on since June: $CXDO - since June 27th - up 65% $VISL - since July 16th - up 40% $ITMSF - since July 23rd - up 22% $NXGL - since 25th July - down 7% $GEODF - since August 12th - up 10% $KRKNF - since August 12th - up 15% $LCFY - since August 12th - up 5% Average - open [--] days - up 21% IWM - down over a [--] month time frame. Obviously the journey for these companies is just getting started and I"
X Link 2024-08-20T02:29Z [----] followers, [----] engagements

"$CXDO - it looks like the run is slowing. Could pullback but the mid- and long-term technical setup looks so good I'm doubtful it will. Watch out for a golden cross forming"
X Link 2024-08-22T02:56Z [----] followers, [---] engagements

"$GEODF / $GEO taking a breather. Will it continue up soon Personally I doubt it will retrace further. I'm expecting consolidation before it considers heading back up"
X Link 2024-08-22T02:56Z [----] followers, [---] engagements

"$IMP / $ITMSF looking volatile. Hard to predict more pullback or continued run. Wait and see"
X Link 2024-08-22T02:56Z [----] followers, [---] engagements

"Very good news from @Intermap ( $ITMSF / $IMP.TO ) today. Their insurance-focused business is thriving. It's nice to see the investment continuing to de-risk while we wait for the Indonesia funding to come through for the mega-returns. https://www.globenewswire.com/news-release/2024/08/27/2936133/0/en/Intermap-Announces-Strategic-Partnership-with-Aon.html https://www.globenewswire.com/news-release/2024/08/27/2936133/0/en/Intermap-Announces-Strategic-Partnership-with-Aon.html"
X Link 2024-08-27T18:36Z [----] followers, [----] engagements

"$ULBI - at the [---] ma. I hope to see the stock bounce here. Currently no position in this stock due to the momentum (I'm cautious at these prices) but am a believer long term will buy again if I see signs that the stock is turning around here"
X Link 2024-09-10T19:23Z [----] followers, [---] engagements

"$GEO.TO / $GEODF - I think the retracement will finish soon following the big move up in August. Seems like a good time to start topping up. I have a decent position already so it's enough for me"
X Link 2024-09-10T19:23Z [----] followers, [---] engagements

"Intermap $ITMSF / $IMP.TO is running today up 14%. Funding for the Indonesian mega-project was likely approved yesterday though still awaiting a final signature. I'm loving the chart too. New 52w high 👏 (Chart excludes today's 14% additional increase)"
X Link 2024-10-01T14:36Z [----] followers, [----] engagements

"Funding is now approved. Stock only 7% today but this is likely only the beginning. Final hurdle is to be officially awarded the rest of the project. Given they are already delivering part a of the project and are doing a great job I like Intermaps $ITMSF chances very much. Intermap $ITMSF / $IMP.TO is running today up 14%. Funding for the Indonesian mega-project was likely approved yesterday though still awaiting a final signature. I'm loving the chart too. New 52w high 👏 (Chart excludes today's 14% additional increase) https://t.co/wKtJlykvbO Intermap $ITMSF / $IMP.TO is running today up"
X Link 2024-10-02T14:54Z [----] followers, [----] engagements

"Every time I think to myself - is $PNG.V / $KRKNF about to take a breather it takes another step higher. The momentum on this stock is just impressive. Well deserved of course. That said I'm inclined to say it can't keep this pace forever. I've taken some off the table yesterday and put it into names less stretched"
X Link 2024-10-08T05:49Z [----] followers, [---] engagements

"Is it any surprise that $ITMSF / $IMP.TO is running Of course not. I've been talking about the set up for a while. It had just broken the $0.92 level before the Indonesia mega-project received it funding. The stock is shooting up this week. Next important level is $1.24. If the stock breaks that level well there should be no looking back"
X Link 2024-10-08T05:49Z [----] followers, [----] engagements

"If you like $GEODF $GEO.TO this seems like a sensible place to build your position. 50% retracement from the July jump done near the bottom of a bigger channel moving averages still looking good. If you don't like Geodrill. why not"
X Link 2024-10-08T05:49Z [----] followers, [---] engagements

"My favourite kind of investment: they have an enormous upside potential but even if that extraordinary growth lever doesn't pull the existing business keeps killing it. This latest $ITMSF announcement is another data point to prove the latter. Vienna Insurance Group Subscribes to Intermap's Real Estate Solution https://t.co/Wu2TTtorlP https://t.co/KUJsH4VMtV Vienna Insurance Group Subscribes to Intermap's Real Estate Solution https://t.co/Wu2TTtorlP https://t.co/KUJsH4VMtV"
X Link 2024-10-16T14:48Z [----] followers, [----] engagements

"$NXGL holding very strong. No surprise considering the pre-announcement it just had. Very happy to have recently topped up a big chunk here"
X Link 2024-10-23T23:21Z [----] followers, [---] engagements

"$GEODF / $GEO.TO seems unphased by the market move down. This is a steady chart for a company delivering"
X Link 2024-10-23T23:21Z [----] followers, [---] engagements

"$CXDO keeps winning over $MSFT MetaSwitch customers. Always music to my ears. https://www.morningstar.com/news/accesswire/941378msn/crexendo-selected-by-akabis-as-replacement-for-microsoft-metaswitch-platform https://www.morningstar.com/news/accesswire/941378msn/crexendo-selected-by-akabis-as-replacement-for-microsoft-metaswitch-platform"
X Link 2024-11-12T23:07Z [----] followers, [---] engagements

"$GEODF / $GEO.TO - Q3 earning results: Revenue growth improved profitability new contract wins more rigs. Looks good to me. Market down slightly today. I'm not concerned. https://finance.yahoo.com/news/geodrill-reports-third-quarter-2024-120000846.html https://finance.yahoo.com/news/geodrill-reports-third-quarter-2024-120000846.html"
X Link 2024-11-12T23:07Z [----] followers, [---] engagements

"$HTCR becomes my second double since writing about investments online (my first $ITMSF was last week) Up 101% in [--] weeks The writing was on the wall for this stock the market just hadn't read it yet. Wondering what drove the move Check out my writeup below 👇"
X Link 2024-11-27T19:20Z [----] followers, [----] engagements

"I've recommended six stocks since August. $PNG.V $KRKNF is now my third of those to double now up 119%. It has one of the best-looking charts out there IMO. Credit to @PipelineDataLLC @Stocks_Stones and @cforte for convincing me on this one"
X Link 2024-12-12T16:00Z [----] followers, 18.7K engagements

"To celebrate finishing my last exam yesterday (and suddenly having some time on my hands) 🥳 I decided to run through charts for the companies I follow. Read on for: $STRM $HTCR $ITMSF $LCFY $KRKNF $GEODF $NXGL $VISL $CXDO $ULBI $SNIPF $CREX $PESI 🧵"
X Link 2024-12-14T05:50Z [----] followers, 11.9K engagements

"$HTCR - I first invested after the stock recent boke out of a long-term down trend. Currently up 106%. The stock has strong momentum upwards. Honestly it's no longer feeling cheap here at least in the short term though the long-term picture still looks great. I'm mostly out of this in my PA and will wait for a pullback or unless I believe there's an IPO about to land"
X Link 2024-12-14T05:51Z [----] followers, [----] engagements

"$ITMSF / $IMP.TO - Blown away by the momentum here. The stock broke [--] keys levels now and now there's no significant technical resistance in sight. I'm wondering if it can keep shooting up at this pace or not. I'm now up 212% on this one; I have taken plenty off the table and would love a pullback. Might be me who's the fool though https://twitter.com/i/web/status/1867809496418124010 https://twitter.com/i/web/status/1867809496418124010"
X Link 2024-12-14T05:51Z [----] followers, [----] engagements

"$PNG.V / $KRKNF - Show me a better looking chart - I dare you. 😁 I'm up 113% here. My main complaint is not putting more money in this one. I think the stock is still very attractive here provided Anduril gets ordering a boat-(or submarine)-load of batteries next year which seems likely"
X Link 2024-12-14T05:51Z [----] followers, [----] engagements

"$GEO.TO $GEODF - A little slower moving but I like the chart a lot here too. Up a healthy 30% since August on safe bet. I expect it to keep heading up in this range for a while"
X Link 2024-12-14T05:51Z [----] followers, [---] engagements

"@capitalemployed $ITMSF up 230% or so"
X Link 2024-12-18T16:30Z [----] followers, [---] engagements

"In the last two days I've been trimming some STRM and a tiny bit of CXDO not because I think they won't do great (I even just wrote about CXDO which said that I think the next run is coming) but because I needed to make space for $NXGL - a sad side effect of not keeping cash on the side-lines. Though I was reluctant to make space this is just the buying opportunity I've been waiting for The stock shot up 33% in Dec for no reason and was looking significantly overbought. In the past two days the stock retraced the entire move. This seems like a fair reaction especially given the move had no"
X Link 2025-01-03T19:09Z [----] followers, [----] engagements

"Okay looks like I was a little early on this one; it's hard to catch a falling knife. Still got it right in principle though. The mid-December move was unjustified and a little extreme. After retracing that move we have a very nice bounce from $NXGL. My guess is the stock remains constructive from here just not at the pace of mid-December. In the last two days I've been trimming some STRM and a tiny bit of CXDO not because I think they won't do great (I even just wrote about CXDO which said that I think the next run is coming) but because I needed to make space for $NXGL - a sad side effect"
X Link 2025-01-15T17:27Z [----] followers, [----] engagements

"This is huge for $LCFY. No time for my full analysis right now (I'll write again later) but wanted to share this right away. This contact could have a comparable $ size to the other pivotal deal with the publisher; it's also a tremendous validation. https://ir.fathominc.com/news-events/press-releases/detail/145/fathom-holdings-partners-with-locafy-limited-to-boost-real https://ir.fathominc.com/news-events/press-releases/detail/145/fathom-holdings-partners-with-locafy-limited-to-boost-real"
X Link 2025-01-30T14:18Z [----] followers, 11.5K engagements

"$STRM - great momentum with Streamline. A couple of deals announced and the chart looks great IMO. Golden cross on its way"
X Link 2025-02-04T04:07Z [----] followers, [---] engagements

"@BreakoutInvestr It was fun to host Adam on this call. I remain just as excited as to how the year will unfold. $NXGL are firing on multiple cylinders - not least of which the huge deal with $ABBV which should start in the next [--] weeks"
X Link 2025-02-21T17:51Z [----] followers, [----] engagements

"Feb update Monthly return: -21% YTD return: -6% This year's volatility has been crazy. Since the start of the year I've swung up and down 20% three times already. This chart perfectly explains why a heavily concentrated portfolio is not for everyone. I would feel much worse if the drops were due to anything fundamental. On the contrary my investments have all been doing well and have been releasing good news. So my current strategy has just been to sit tight. Below I'll give a quick update for my four positions: $LCFY $CXDO $NXGL and $STRM"
X Link 2025-03-03T19:22Z [----] followers, [----] engagements

"Excellent Q4 [----] from $NXGL. Here's the summary: Q4 revenue $3.04M (vs $2.95M Q3 and $3.0M guide) record quarter +181% YoY capping FY2024 at $8.69M (+112% YoY). Silly George Continues to impressannual run rate grew from $2M at acquisition (May 24) to over $5M. The first holiday season under NXGL was a success. In [----] they're expanding beyond lashes with [--] shades of lip gloss hydrating lip masks and hydrogel-based under-eye patches becoming a comprehensive beauty brand. SilverSeal Began initial shipments to Cintas in Q4 (corporate first-aid kits) with reorders already confirmed for Q1/Q2."
X Link 2025-03-25T00:01Z [----] followers, [----] engagements

"I am working on an article reviewing how the changing macro affects each of my main investments ( $CXDO $NXGL $STRM $DUOT and $LCFY ). Watch this space. Hope to release it on Monday. 👀"
X Link 2025-04-09T17:19Z [----] followers, [----] engagements

"Just published my review of which of my investments are affected by tariffs / recessionary environments and how. Link in the comments. Let me know what you think. $CXDO $NXGL $STRM $LCFY $DUOT"
X Link 2025-04-15T16:56Z [----] followers, [----] engagements

"Weekly $NXGL chart. Stock has consolidated throughout April after it plummeted since the start of the year. Earnings to be announced on the 13th. Very attractive place on the chart IMO so it's a good time to look into the company if you haven't already. Revenue preannounced and will state at least 100% YoY growth and I expect them to hit aEBITDA profitability probably in Q2. https://twitter.com/i/web/status/1920947091813396681 https://twitter.com/i/web/status/1920947091813396681"
X Link 2025-05-09T21:00Z [----] followers, [----] engagements

"Just published my final portfolio review before I start at Capital Group for the summer. Check it out for a general update as well as my latest thoughts on the names I cover including: $CXDO $DUOT $ITMSF $INMB $LCFY $NXGL $CREX $HTCR $IDN $STRM"
X Link 2025-06-13T17:03Z [----] followers, 10.7K engagements

"Silly George sales "well over a $5m run rate" - this is great and marginally ahead of where I had them for October sales. $NXGL With new creative assets updated Amazon storefronts and product launches on the horizon Silly George continues to deliver exceptional results for NEXGEL investors in [----]. Jeannine Rothenberg CMO shares the story behind the brand and what drives her. $NXGL https://t.co/X4hkiiCIt7 With new creative assets updated Amazon storefronts and product launches on the horizon Silly George continues to deliver exceptional results for NEXGEL investors in [----]. Jeannine"
X Link 2025-10-14T22:37Z [----] followers, [----] engagements

"NEW YORK and TOKYO Oct. [--] [----] (GLOBE NEWSWIRE) -- HeartCore Enterprises Inc. (Nasdaq: HTCR) (HeartCore or the Company) a leading enterprise software and consulting services company based in Tokyo announced that it has authorized a one-time dividend payment in the amount of $0.13 per share of common stock which represents approximately 17.8% of the Companys stock price as of market close on October [--] [----]. https://www.globenewswire.com/news-release/2025/10/20/3169761/0/en/HeartCore-to-Authorize-One-Time-Dividend-Payment.html https://twitter.com/i/web/status/1980396902714945817"
X Link 2025-10-20T22:13Z [----] followers, [----] engagements

"A [--] minute long interview with one of my favourite CEO's in microcaps. Worth a listen. $NXGL 🚀 New Interview out Adam Levy CEO of $NXGL sat down with me to explain how he plans to break even by Q4 [--]. Worth watching IMO. 👇 Watch/Listen 🔹 Website: https://t.co/1STi9hcSp3 🔹 Spotify: https://t.co/yTGvyEE7KX 🔹 YouTube: https://t.co/WL2NadUkrg https://t.co/Qe5ODk38J3 🚀 New Interview out Adam Levy CEO of $NXGL sat down with me to explain how he plans to break even by Q4 [--]. Worth watching IMO. 👇 Watch/Listen 🔹 Website: https://t.co/1STi9hcSp3 🔹 Spotify: https://t.co/yTGvyEE7KX 🔹 YouTube:"
X Link 2025-10-21T02:18Z [----] followers, [----] engagements

"I guess investors liked what they heard at LD Micro. $NXGL up 10% today so far up enough to break that important $2.75 resistance line. Some thoughts on $NXGL following the LD Micro presentation today. AbbVie - "This product is back on-line. We expect our first orders shortly at least for validation and verification. The project is moving forward". This is by far the most bullish language I have heard from Some thoughts on $NXGL following the LD Micro presentation today. AbbVie - "This product is back on-line. We expect our first orders shortly at least for validation and verification. The"
X Link 2025-10-21T16:41Z [----] followers, [----] engagements

"New writeup on $HTCR. I believe the company is about to be taken apart. Post transaction I think the company will have three quarters of its market cap in net cash and will be generating $7m net income on an EV of $6m. Short story: The company is about to shed its unprofitable businesses which have been obscuring the economics of their cash cow business. I anticipate a least one deal to go through in the next couple of months with a second to follow shortly afterwards. I do not believe the potential transactions are remotely priced in. Link in the description"
X Link 2025-10-08T21:42Z [----] followers, [----] engagements

"https://a.co/d/3oy71l6 https://a.co/d/3oy71l6"
X Link 2025-11-11T15:33Z [----] followers, [---] engagements

"The end of the government shutdown is excellent news for $HTCR - it means that IPOs that were paused during the shutdown can resume. The CEO believes that two IPOs have a reasonable chance of happening before the year's end: - Libera Gaming Operations currently estimated to occur around Nov 21st is worth around $2m to HTCR. - a second IPO but I'm not sure which (I am less convinced on this one). They have three further IPOs in the backlog which are more likely to IPO around mid-next year. The pipeline of new deals is strong it would be great to see one close. As a reminder the company even"
X Link 2025-11-13T18:26Z [----] followers, [----] engagements

"https://substack.com/@sammccolgan/note/p-178817298r=233p4j https://substack.com/@sammccolgan/note/p-178817298r=233p4j"
X Link 2025-11-13T19:48Z [----] followers, [---] engagements

"I just published an article that covers my investing framework. Would love to hear your thoughts Link in the comments"
X Link 2025-12-03T21:47Z [----] followers, [----] engagements

"Link https://open.substack.com/pub/sammccolgan/p/the-right-to-win-a-framework-forr=233p4j&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/sammccolgan/p/the-right-to-win-a-framework-forr=233p4j&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-12-03T21:47Z [----] followers, [---] engagements

"RT @kylegrier15: 3CX hikes prices 15% providers are noticing. Rising costs + limits hurt margins. Many are exploring stable alternatives"
X Link 2025-12-08T16:21Z [----] followers, [--] engagements

"https://breakoutinvestors.substack.com/p/nxgl-todays-spinoff-worth-half-the https://breakoutinvestors.substack.com/p/nxgl-todays-spinoff-worth-half-the"
X Link 2025-12-11T18:32Z [----] followers, [---] engagements

"If you liked reading my Investing Philosophy article on Substack you'll enjoy Cameron's video discussion on my thesis. He discusses practical examples of companies that meet or don't meet the various criteria I look for which I didn't have space to do in my article but is just as if not more important than the principles. I appreciate the shout-out I recommend giving @onecentinvest a follow back especially if you're interested in microcaps Today's @YouTube livestream introducing a must read article for [----] @sammccolgan The Right to Win: A Framework for Asymmetric Returns in Micro-Cap"
X Link 2026-01-06T05:57Z [----] followers, [----] engagements

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