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# ![@Stocks_Stones Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2298462277.png) @Stocks_Stones Stocks & Stones | Mathieu Martin

Stocks & Stones | Mathieu Martin posts on X about $dboto, in the, stocks, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2298462277/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2298462277/c:line/m:interactions.svg)

- [--] Week [------] +153%
- [--] Month [------] +14%
- [--] Months [-------] -19%
- [--] Year [-------] +2.50%

### Mentions: [--] [#](/creator/twitter::2298462277/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2298462277/c:line/m:posts_active.svg)

- [--] Week [--] +50%
- [--] Month [--] +12%
- [--] Months [---] +54%
- [--] Year [---] -28%

### Followers: [-----] [#](/creator/twitter::2298462277/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2298462277/c:line/m:followers.svg)

- [--] Week [-----] +0.15%
- [--] Month [-----] +0.44%
- [--] Months [-----] +10%
- [--] Year [-----] +20%

### CreatorRank: [---------] [#](/creator/twitter::2298462277/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2298462277/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  71.32% [technology brands](/list/technology-brands)  10.08% [social networks](/list/social-networks)  8.53% [countries](/list/countries)  4.65% [stocks](/list/stocks)  3.88% [travel destinations](/list/travel-destinations)  3.1% [financial services](/list/financial-services)  0.78% [cryptocurrencies](/list/cryptocurrencies)  0.78%

**Social topic influence**
[$dboto](/topic/$dboto) 16.28%, [in the](/topic/in-the) 16.28%, [stocks](/topic/stocks) 15.5%, [strong](/topic/strong) 10.85%, [$dboxf](/topic/$dboxf) 10.08%, [company](/topic/company) 9.3%, [$xlyto](/topic/$xlyto) 7.75%, [$cbwtf](/topic/$cbwtf) 6.98%, [the good](/topic/the-good) 6.98%, [fund](/topic/fund) 6.2%

**Top accounts mentioned or mentioned by**
[@hugoalves1972](/creator/undefined) [@smallcapdisc](/creator/undefined) [@planetmicrocap](/creator/undefined) [@ragingbullcap](/creator/undefined) [@auxlygroup](/creator/undefined) [@dboxtech](/creator/undefined) [@stocksstones](/creator/undefined) [@phillapointe](/creator/undefined) [@philbbelanger](/creator/undefined) [@paulandreola](/creator/undefined) [@majgeoinvesting](/creator/undefined) [@microcapclub](/creator/undefined) [@renoworks](/creator/undefined) [@nitinkinvests](/creator/undefined) [@koukununosawa](/creator/undefined) [@verdadcap](/creator/undefined) [@wolfofoakville](/creator/undefined) [@rosiesburgers](/creator/undefined) [@oliviercolombo](/creator/undefined) [@veritasvatillum](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"πŸ“½ The first replay of our event last week is now up on YouTube Here's @HugoAlves1972 presenting Auxly Cannabis Group $XLY.TO $CBWTF: https://www.youtube.com/watchv=Qdqed7bgBIQ https://www.youtube.com/watchv=Qdqed7bgBIQ"  
[X Link](https://x.com/anyuser/status/2016619792657158582)  2026-01-28T21:10Z [----] followers, [----] engagements


"How every earnings season feels like 🀣"  
[X Link](https://x.com/Stocks_Stones/status/1829142533999657362)  2024-08-29T13:02Z [----] followers, [----] engagements


"$DBO.TO mentionned in Cinemarks earnings presentation today πŸ‘€ @nitinkinvests From Cinemark deck - all-time high quarterly DBOX admission revenue https://t.co/6Z2Wgf5zkV @nitinkinvests From Cinemark deck - all-time high quarterly DBOX admission revenue https://t.co/6Z2Wgf5zkV"  
[X Link](https://x.com/Stocks_Stones/status/1951276995070832878)  2025-08-01T13:41Z [----] followers, [----] engagements


"$TRBR.V $TRBRF 🚨 TRUBAR to be taken out by strategic acquirer ET GIDA 🚨 The $1.64/share all-cash consideration represents a 62% premium to the last closing price and values the company at $201 million. Congrats to all shareholders πŸ‘"  
[X Link](https://x.com/Stocks_Stones/status/1992953893576393024)  2025-11-24T13:50Z [----] followers, 11.1K engagements


"🚨 Canopy Growth $WEED.TO $CGC to Acquire MTL Cannabis $MTLC.C 🚨 The combination of cash and shares results in an implied consideration of $0.91 per MTL share an 82% premium over the last closing share price Disclosure: The Rivemont MicroCap Fund is a $MTLC.C shareholder"  
[X Link](https://x.com/Stocks_Stones/status/2000560012847144969)  2025-12-15T13:34Z [----] followers, [----] engagements


"πŸ’‘ What does Canopy Growth's acquisition of MTL Cannabis mean for the Canadian Cannabis sector 🌱 $MTLC.C $WEED.TO $CGC [--] Consolidation is under way: Organigram $OGI.TO acquired Motif Labs a year ago and we've now just seen another major M&A transaction in the sector. Following a wave of bankruptcies over the last several years the next wave will be about consolidation as the industry moves to an oligopoly structure. I expect consolidation to reduce aggressive competition and improve profitability for all the remaining players. [--] Hard assets matter: In an inflationary environment owning hard"  
[X Link](https://x.com/Stocks_Stones/status/2000993781836116172)  2025-12-16T18:17Z [----] followers, [----] engagements


"Canopy Growth intends to use the net proceeds from the Term Loan to (i) repay its existing senior secured debt in the principal amount of approximately US$101 million due September 2027; (ii) for working capital and general corporate purposes; and (iii) to fund any potential future acquisitions. Is $WEED.TO $CGC gearing up to roll up the Canadian cannabis sector https://financialpost.com/pmn/business-wire-news-releases-pmn/canopy-growth-announces-strategic-recapitalization-transactions-significantly-strengthening-balance-sheet-to-support-growth-strategy"  
[X Link](https://x.com/Stocks_Stones/status/2009242436715815310)  2026-01-08T12:35Z [----] followers, [----] engagements


"πŸ“½ The second replay of our Rivemont Top Picks event is now up on YouTube Here's David Reid presenting D-BOX Technologies $DBO.TO $DBOXF: https://www.youtube.com/watchv=BJn8NBF_wGo https://www.youtube.com/watchv=BJn8NBF_wGo"  
[X Link](https://x.com/anyuser/status/2018429217780949488)  2026-02-02T21:00Z [----] followers, [----] engagements


"That's what I call a strong start to the year πŸ’ͺ Complete data here: https://www.tmx.com/en/resource/1020 https://www.tmx.com/en/resource/1020"  
[X Link](https://x.com/anyuser/status/2020858976628269408)  2026-02-09T13:55Z [----] followers, [----] engagements


"The Good the Bad and the Ugly (January 2026) Welcome to your monthly recap of the Canadian microcap market I spent the last week of January on vacation in the Dominican Republic and had my own version of the Good the Bad and the Ugly. On the http://x.com/i/article/2020900266636140550 http://x.com/i/article/2020900266636140550"  
[X Link](https://x.com/anyuser/status/2021213812397928901)  2026-02-10T13:24Z [----] followers, [----] engagements


"I spoke to Daniel Marks several times. He's a highly concentrated activist investor. Considering the success of $DBO.TO so far and his cost base likely being around $0.10/share it's hard to blame him for taking some money off the table and rebalancing his portfolio (and more importantly his clients' portfolios). It doesn't personally worry me at all. Regarding your other point about management I was also surprised when Sebastien was let go. After several discussions with the new management team and board I came to understand that the previous management team was focused on selling more"  
[X Link](https://x.com/Stocks_Stones/status/2021589054752526816)  2026-02-11T14:16Z [----] followers, [---] engagements


"Financing activity continues to recover meaningfully YoY despite having fewer issuers listed on the TSX-V. Complete data: https://www.tmx.com/en/resource/1021 https://www.tmx.com/en/resource/1021"  
[X Link](https://x.com/anyuser/status/2021694481582444928)  2026-02-11T21:15Z [----] followers, [----] engagements


"In [----] the Rivemont MicroCap Fund generated a return of 36.9% net of all fees. We are proud to have contributed as external consultants for Rivemont. You can now read the most recent quarterly letter from the fund on Espace MicroCaps. Enjoy https://espacemc.com/2020/01/21/rivemont-microcap-fund-quarterly-letter-q4-2019/lang=en https://espacemc.com/2020/01/21/rivemont-microcap-fund-quarterly-letter-q4-2019/lang=en"  
[X Link](https://x.com/Stocks_Stones/status/1219740196478029825)  2020-01-21T21:54Z [----] followers, [--] engagements


"Uber has no cars. AirBnb has no real estate. Microcaps have no investors. This is the new economy"  
[X Link](https://x.com/Stocks_Stones/status/1712465643923222549)  2023-10-12T13:50Z [----] followers, [----] engagements


"''While small caps have been in an extended bear market we believe valuations are extremely attractive and market expectations are too low creating a compelling opportunity with valuation metrics not seen in approximately [--] years.'' https://millervalue.com/miller-deep-value-select-3q-2023-letter/ https://millervalue.com/miller-deep-value-select-3q-2023-letter/"  
[X Link](https://x.com/Stocks_Stones/status/1717894370257502278)  2023-10-27T13:21Z [----] followers, 13.7K engagements


"Me right now"  
[X Link](https://x.com/Stocks_Stones/status/1727347466608222262)  2023-11-22T15:25Z [----] followers, [----] engagements


"1/ Are microcaps coming back to life This pattern is happening more and more and its NOT technical analysis. This is a chart of Gatekeeper $GSI.V after releasing strong financial results yesterday. The stock finished the day +26% on more than 6x its average daily volume"  
[X Link](https://x.com/Stocks_Stones/status/1752327476645134508)  2024-01-30T13:46Z [----] followers, 17.3K engagements


"1/ In two weeks Ill attend the @PlanetMicroCap Showcase conference in Las Vegas with @PhilLapointe my analyst at Rivemont. Close to [---] presenting companies are involved in this years edition including [--] Canadian companies. Here's what to expect πŸ§΅πŸ‘‡"  
[X Link](https://x.com/Stocks_Stones/status/1780579677033082976)  2024-04-17T12:50Z [----] followers, [----] engagements


"6/ Which one could be next $KITS.TO: Although the stock had a phenomenal performance in [----] it's flat in [----] despite continued execution and revenue growth. Several analysts cover the company which is clearly on the institutions' radar"  
[X Link](https://x.com/Stocks_Stones/status/1793725470489596288)  2024-05-23T19:27Z [----] followers, [----] engagements


"10/ Based on my sum-of-the-parts analysis I believe $COV.V is extremely cheap but its illiquid with no clear catalyst. One or a couple of solid quarters could be the spark that investors need"  
[X Link](https://x.com/Stocks_Stones/status/1793725477561016752)  2024-05-23T19:27Z [----] followers, [----] engagements


"1/ It's that time of the month again Here's your monthly recap of another busy month in Canadian microcaps. I skimmed through all the press releases on the Canadian market in May. Every press release every single day There's lots to cover in this post so let's dive in πŸ‘‡πŸ§΅"  
[X Link](https://x.com/Stocks_Stones/status/1798341236979560477)  2024-06-05T13:08Z [----] followers, [----] engagements


"There were big market sell orders on several Canadian microcaps at 11:30 am. Some stocks dropped 20-40% on big volume and bounced back. Does anybody know what happened $AKR.V $ZTE.C $BWLK.V $MBX.TO $ZOMD.V $PNG.V $GSI.V $PLAN.V $SBBC.V"  
[X Link](https://x.com/Stocks_Stones/status/1804193293963600022)  2024-06-21T16:42Z [----] followers, 12.9K engagements


"14/ $MOOO.C's stock slid below the offering price and the company couldn't raise capital. A proposed $8.5m financing at $1.52/share with a half-warrant became a $2m financing at $0.70/share with a full warrant. The CFO was kind enough to reduce his commission to 1%. Tough times"  
[X Link](https://x.com/Stocks_Stones/status/1818999998819774951)  2024-08-01T13:19Z [----] followers, [---] engagements


"15/ $VERS issues many PRs touting its involvement in the AI ecosystem. However no PR is needed when it comes to audited financial statements. Verses AI released its financials in early July (available on Sedar if you care). Revenues were $1.97m up $361k over the prior year"  
[X Link](https://x.com/Stocks_Stones/status/1819000000497520798)  2024-08-01T13:19Z [----] followers, [---] engagements


"16/ Meanwhile $VERS's operating expenses ballooned to $40.4 million. The company spent $2.7 million on investor relations alone and took a provision of $6.3 million for a legal claim against a subsidiary of the company the CEO and the president"  
[X Link](https://x.com/Stocks_Stones/status/1819000002292703514)  2024-08-01T13:19Z [----] followers, [---] engagements


"5/ Many people have reached out to me after $COV.V's last quarterly results. I feel like there's a lot of money on the sidelines waiting for the next financials. If COV can repeat (dare I say improve) its strong performance there could be significantly more upside in the stock"  
[X Link](https://x.com/Stocks_Stones/status/1820807688135065840)  2024-08-06T13:02Z [----] followers, 11.5K engagements


"🚨 $OSS.V to be acquired by irth Solutions a Blackstone portfolio company for $0.88/share a 42% premium over the last closing price🚨 Quality companies are leaving the Canadian public market due to persistently low valuations. Will somebody wake up https://www.accesswire.com/899241/onesoft-solutions-inc-enters-into-arrangement-agreement-to-be-acquired-by-irth-solutions-llc https://www.accesswire.com/899241/onesoft-solutions-inc-enters-into-arrangement-agreement-to-be-acquired-by-irth-solutions-llc"  
[X Link](https://x.com/Stocks_Stones/status/1823049991268515973)  2024-08-12T17:32Z [----] followers, [----] engagements


"1/ I'm pleased to share that the Rivemont MicroCap Fund that I manage gained 13.3% in July reaching + 45.2% year-to-date After the TSX Venture peaked in February [----] it's been an extremely challenging period for Canadian microcap investors"  
[X Link](https://x.com/Stocks_Stones/status/1823452064908800365)  2024-08-13T20:10Z [----] followers, 53.6K engagements


"As investors it's almost impossible to avoid negative earnings surprises from time to time. This is especially true in microcaps where companies are immature and less diversified in terms of products or customer base. Sometimes one large order can make or break a quarter depending on when it hits. We've all felt that heart-sinking feeling when we open an earnings press release and immediately know it will be a disaster. Companies will do anything they can to soften the blow. However they often lose credibility. I understand why they want to make it appear that the performance isn't that bad"  
[X Link](https://x.com/Stocks_Stones/status/1826617087386587197)  2024-08-22T13:47Z [----] followers, 13.2K engagements


"🚨 Givex agrees to be acquired by Shift4 Payments for $200 million in cash 🚨 $GIVX.T The $1.50 per share consideration represents a 55% premium over the last closing price and a valuation of 2.4x revenues. https://www.prnewswire.com/news-releases/shift4-to-acquire-givex-in-all-cash-transaction-valued-at-c200-million-302230411.html https://www.prnewswire.com/news-releases/shift4-to-acquire-givex-in-all-cash-transaction-valued-at-c200-million-302230411.html"  
[X Link](https://x.com/Stocks_Stones/status/1828055776495046961)  2024-08-26T13:03Z [----] followers, [----] engagements


"Today Kraken Robotics $PNG.V officially became my third ten-bagger since I started investing in [----] and the second ten-bagger in the Rivemont MicroCap Fund. The fund started buying shares at $0.165 in [----] when the market cap was only $17 million and revenues were $3.5 million (FY 2017). It was a leap of faith but @philbbelanger and I believed in the team and the technology. Today the stock closed at $1.67 per share. The market cap is $384 million and revenues will approach $100 million this year (according to the company's guidance). What a journey it has been"  
[X Link](https://x.com/Stocks_Stones/status/1828168591637705199)  2024-08-26T20:32Z [----] followers, 42K engagements


"Buffett famously said that You dont find out whos been swimming naked until the tide goes out. Well the tide has gone out of microcaps over the last few years. My portfolio of growing and profitable microcap companies was decimated like the rest of the market. At times I wondered if I had made the wrong choices and was indeed swimming naked. For a couple of years all the thoughtful decisions I made about allocating capital and positioning the portfolio were met with a big yawn. The market gave me absolutely no validation that I was making the right choices. But now that the tide is returning"  
[X Link](https://x.com/Stocks_Stones/status/1829252034085667318)  2024-08-29T20:17Z [----] followers, [----] engagements


"1/ The Good the Bad and the Ugly (August 2024) Welcome to your monthly recap of the Canadian microcap market Last month I wrote that the activity level and trading volume remained surprisingly robust in July. Well the momentum seems to have accelerated in August Non-resource growing and profitable companies continue to do exceptionally well in this market. August was all about second-quarter earnings and it was action-packed Fundamentals continue to be strong for many microcap companies and those that do well now get rewarded with higher share prices starkly contrasting with the last few"  
[X Link](https://x.com/Stocks_Stones/status/1831327528876638540)  2024-09-04T13:44Z [----] followers, 10.2K engagements


"If you think the market is efficient read this I will tell you about one of the most stunning examples of microcap inefficiency Ive witnessed (and profited from). Heres the setup: The company trades at $0.16 per share has a $2.5 to $3 million market cap and is US $34 million in debt. It has revenues but is not profitable and its priced as if its going bankrupt (a real possibility). On June [--] [----] the company announced it had agreed with its lender to settle US $34 million of debt for a single cash payment of US $1 million. Thats it. The company essentially goes from $40+ million in enterprise"  
[X Link](https://x.com/Stocks_Stones/status/1831786585718681640)  2024-09-05T20:08Z [----] followers, 24K engagements


"Earning The Right A decade ago I was at an investing crossroads. I had started investing in microcap stocks but was also exploring real estate after taking an extensive private course. I knew I wanted to become an investor - I just wasnt sure how. I had started attending real estate networking events in Montreal to meet new people and potentially find deals to invest in. One night the event organizer announced on the stage in front of maybe [--] or [---] people that he was in touch with a private lender who had repossessed a house and was looking to unload it at a discount. The way he described"  
[X Link](https://x.com/Stocks_Stones/status/1836389361014714757)  2024-09-18T12:58Z [----] followers, [----] engagements


"Planet Microcap Showcase Day [--] is in the books @PhilLapointe and I met [--] companies 1x1 visited $BQE.V at their new office/lab and caught up with many friends Today is the Smallcap Discoveries day and Im so excited Im doing a keynote speech in the morning followed by [--] company meetings and a Q&A with $KITS.TO. Awesome conference so far @PlanetMicroCap @smallcapdisc"  
[X Link](https://x.com/Stocks_Stones/status/1839292784362271227)  2024-09-26T13:15Z [----] followers, 14.7K engagements


"Global private equity firms have $2.6 TRILLION of capital to deploy 🀯 No wonder they're acquiring Canadian microcaps in droves"  
[X Link](https://x.com/Stocks_Stones/status/1839399543743385812)  2024-09-26T20:20Z [----] followers, [----] engagements


"The Good the Bad and the Ugly (September 2024) Welcome to your monthly recap of the Canadian microcap market Let's look at some of the main highlights from last month. The concept is simple: I feature the news that caught my attention during the previous month after skimming through all the press releases on the Canadian market. Every press release every single day Let's dive in πŸ‘‡πŸ§΅"  
[X Link](https://x.com/Stocks_Stones/status/1841465135891873840)  2024-10-02T13:07Z [----] followers, 13.8K engagements


"I was interviewed by @PaulAndreola at @smallcapdisc last week to provide an overview of my strategy and process with the Rivemont MicroCap Fund. We cover several topics including: ➑ How I source ideas ➑ How I find the liquidity to buy new positions ➑ When do I sell ➑ How I construct my portfolio ➑ My biggest mistake and lesson . and much more The replay is live on YouTube if you're interested https://www.youtube.com/watchv=pa2wGXBhN7A&ab_channel=SmallcapDiscoveries https://www.youtube.com/watchv=pa2wGXBhN7A&ab_channel=SmallcapDiscoveries"  
[X Link](https://x.com/Stocks_Stones/status/1846223440518447595)  2024-10-15T16:15Z [----] followers, 10.5K engagements


"A month ago I travelled to Vancouver to attend a conference. Two of my favourite organizations in the microcap space @PlanetMicroCap and @smallcapdisc joined forces to create what I think was one of the best conferences I ever attended. The two-day event had everything youd want: a super high-quality company lineup educational keynotes and great people to meet during the breaks and cocktails. It was fantastic to reconnect with old friends and meet new ones. When I attend conferences I tend to have many one-on-one meetings with companies. Most microcaps arent covered by analysts and little"  
[X Link](https://x.com/Stocks_Stones/status/1849083376348639613)  2024-10-23T13:40Z [----] followers, 10.3K engagements


"Why You Should Care About Canadian MicroCaps Right Now πŸ‘‡ Early [----] Environment: ⚠ [--] years of smallcap underperformance (US data) ⚠ Record low valuations ⚠ Liquidity (trading volume and financings) down 30%+ compared to historical means The recent rebound was driven by. βœ… 25+ M&A transactions (mainly by US private equity) βœ… Reversion to the mean on valuations βœ… Improvements in liquidity The recovery has started. and still has a lot of room to go I'm the Portfolio Manager of the Rivemont MicroCap Fund. Contact me if you'd like to learn more"  
[X Link](https://x.com/Stocks_Stones/status/1857059661649756269)  2024-11-14T13:55Z [----] followers, [----] engagements


"The Good the Bad and the Ugly (November 2024) Welcome to your monthly recap of the Canadian microcap market The concept is simple: I feature the news that caught my attention during the previous month after skimming through all the press releases on the Canadian market. Every press release every single day November was another great month in microcaps One of the highlights was the release of TSX Venture's monthly data for October. I closely monitor trading and financing volumes on the Venture Exchange to determine where we are in the cycle and what the current trend is. October showed the"  
[X Link](https://x.com/Stocks_Stones/status/1864662430904660214)  2024-12-05T13:25Z [----] followers, [----] engagements


"πŸ’‘ Did you know there are over [----] microcaps ($300 million market cap) in Canada They represent over 85% of the public company universe in the country. Thats A LOT of opportunities. Especially considering that the average microcap investor is a part-time retail investor or at best a small shop with a few analysts. At Rivemont we are a team of two working on the microcap strategy to tackle this vast universe. Therefore we must have a way to filter opportunities quickly. My goal is to say no as fast as possible so I can focus on the companies that truly deserve my time and attention. Here are"  
[X Link](https://x.com/Stocks_Stones/status/1866841325246554217)  2024-12-11T13:43Z [----] followers, [----] engagements


"Ackroo $AKR.V to be acquired by Paystone a strategic for $0.15 per share The all-cash consideration represents a 25% premium over the last closing price. Ackroo is Rivemont MicroCap Fund's largest position. The fund is an insider of the company. I won't make further comments until the transaction has closed. What a journey it's been Link to the PR: https://www.globenewswire.com/news-release/2024/12/13/2996773/0/en/Ackroo-Announces-Sale-to-Paystone.html https://www.globenewswire.com/news-release/2024/12/13/2996773/0/en/Ackroo-Announces-Sale-to-Paystone.html"  
[X Link](https://x.com/Stocks_Stones/status/1867558572185325776)  2024-12-13T13:13Z [----] followers, 12.2K engagements


"🚨 Payfare $PAY.TO Enters into Definitive Agreement to be Acquired by Fiserv 🚨 The $4.00 all-cash consideration represents a 90% premium over the last closing price Fiserv stole Payfare's largest customer (DoorDash) in September making the stock price collapse from $8.35 to $2.05 in one day. Now Fiserv can scoop up the asset for a fraction of what it used to be valued. Wow"  
[X Link](https://x.com/Stocks_Stones/status/1871192104153551002)  2024-12-23T13:52Z [----] followers, [----] engagements


"🚨 Quisitive Technology Solutions $QUIS.V to be acquired by H.I.G. Capital a US private equity firm 🚨 The $0.57 per share all-cash consideration represents a 52% premium to the last closing price and values the equity at $169 million. The valuation is about 8.4x [----] EBITDA or 6.7x including the PayIQ preferred"  
[X Link](https://x.com/Stocks_Stones/status/1874821243997724875)  2025-01-02T14:13Z [----] followers, 11K engagements


"The Good the Bad and the Ugly (December 2024) Welcome to your monthly recap of the Canadian microcap market Let's review December to close out what has been a fantastic year πŸ‘‡ If you're new the concept is simple. I feature the news that caught my attention during the previous month after skimming through all the press releases on the Canadian market. Every press release every single day Let's dive in THE GOOD βœ… The flurry of M&A is not over yet Three more Canadian microcaps announced they would be acquired in December: Ackroo $AKR.V for a 25% premium by a strategic Banxa Holdings $BNXA.V for"  
[X Link](https://x.com/Stocks_Stones/status/1877351249697194215)  2025-01-09T13:46Z [----] followers, [----] engagements


"🚨 Converge Technology Solutions $CTS.TO to be acquired by H.I.G. Capital a US private equity firm 🚨 The $5.50 per share all-cash consideration represents a 56% premium to the last closing price valuing Converge at $1.3 billion. H.I.G. Capital is splurging on Canadian bargains with a second acquisition this year They also announced the takeover of Quisitive Technology Solutions $QUIS.V last month for $169 million"  
[X Link](https://x.com/Stocks_Stones/status/1887825903452934233)  2025-02-07T11:29Z [----] followers, [----] engagements


"πŸ›‘ Contrarian Idea: Canadian Cannabis πŸ›‘ I'm probably part of the minority of Canadian investors who haven't been burned on cannabis stocks during the 2017-2019 bubble. I never had any interest in the industry before [----] because I felt it was a commoditized industry with atrocious pricing dynamics primarily due to oversupply in the market. However last year I noticed a few companies growing their revenue profitably despite the challenging pricing environment. It got me curious and I started digging some more Industry Overview The cannabis industry has seen significant consolidation activity"  
[X Link](https://x.com/Stocks_Stones/status/1894741560815726991)  2025-02-26T13:29Z [----] followers, 16.5K engagements


"Well I guess I found the first news for my June ''Ugly'' section. $HASH.V Apparently the company used some aggressive accounting tactics to inflate its inventory and appear more profitable than it really was. Absolutely disgusting"  
[X Link](https://x.com/Stocks_Stones/status/1929840666319700171)  2025-06-03T10:00Z [----] followers, 11K engagements


"I was wondering why I was getting new followers out of nowhere recently until I found out I was mentioned as an investor that @majgeoinvesting admires in the interview below. I'm very grateful for the mention (and humbled) But most importantly what a great interview Maj dives deeply into his process to find multi-baggers in the microcap sector. It is totally worth a read πŸ’―πŸ‘‡ A masterclass on microcap investing from @majgeoinvesting https://t.co/xI7mE1mKK5 A masterclass on microcap investing from @majgeoinvesting https://t.co/xI7mE1mKK5"  
[X Link](https://x.com/Stocks_Stones/status/1935433769118216599)  2025-06-18T20:25Z [----] followers, [----] engagements


"$HASH.V is out with Q1 results. They show positive ajd. EBITDA and adj. Net Income while operating cash flows remain negative due to further inventory and A/R buildups. This looks awfully similar to the financials before the audit. πŸ€”"  
[X Link](https://x.com/Stocks_Stones/status/1936006403912573410)  2025-06-20T10:21Z [----] followers, [----] engagements


"πŸ“ˆ The Good the Bad and the Ugly (June 2025) πŸ“‰ Welcome to your monthly recap of the Canadian microcap market Theres an old adage in the financial world: Sell in May and go away. This refers to the historically weak performance of stocks from May to October suggesting that investors should consider exiting the market in May and re-entering it six months later. So far this wouldnt have been a wise decision this year. Markets surged in June with the S&P/TSX SmallCap Index advancing 6.2% and the major US indices performing almost equally well (the S&P [---] was up 5.1%). We saw some more M&A"  
[X Link](https://x.com/Stocks_Stones/status/1940752243906470368)  2025-07-03T12:39Z [----] followers, [----] engagements


"Kaboom πŸ’₯ Remarkable trading statistics on the TSX Venture last month both sequentially and YoY Link to the data: https://www.tmx.com/en/resource/993 https://www.tmx.com/en/resource/993"  
[X Link](https://x.com/Stocks_Stones/status/1942203949957722488)  2025-07-07T12:48Z [----] followers, 11.6K engagements


"In August [----] I posted that Kraken Robotics $PNG.V $KRKNF had become the second ten-bagger in the Rivemont MicroCap Fund I manage. Well less than a year later I now have my first-ever 20-bagger It's crazy to think the fund first bought Kraken at $0.165 per share in [----]. Back then the market cap was a mere $17 million with $3.5 million in revenue the prior year (2017). Today at $3.30 per share the market cap just crossed [--] BILLION dollars. The company is guiding for $127.5 million in revenue this year (at the midpoint) representing a 40% revenue growth. Over [--] years revenue will have"  
[X Link](https://x.com/Stocks_Stones/status/1942614730683633947)  2025-07-08T16:00Z [----] followers, 18.3K engagements


"Extremely impressive data for the TSX-V lately. We are back πŸ”₯"  
[X Link](https://x.com/Stocks_Stones/status/1943290846780051689)  2025-07-10T12:46Z [----] followers, [----] engagements


"Investors and allocators should consider public microcaps as an alternative to private equity. You can buy better businesses at a lower cost in the public markets. Here's what @verdadcap had to say recently πŸ‘‡ ''Private equity remains popular among allocators but the fundamentals tell a sobering story. Portfolio companies are smaller less profitable slower growing and more leveraged than their public peers.'' ''The bull case for PE used to hinge on financial engineering and multiple expansion. Today with debt expensive and exit multiples compressing the tools that fueled outperformance are"  
[X Link](https://x.com/Stocks_Stones/status/1943394443056337000)  2025-07-10T19:38Z [----] followers, [----] engagements


"A microcap company that has never held a quarterly earnings call before but schedules its first one must be one of the most reliable tells that a strong quarter is coming. It never disappoints"  
[X Link](https://x.com/Stocks_Stones/status/1943404482429116541)  2025-07-10T20:18Z [----] followers, 26K engagements


"🧐 Three Stocks I'll Watch Closely in August πŸ‘€ This month I have what I consider to be some pretty strong theses on three stocks going into the upcoming reporting season in August. The Rivemont MicroCap Fund which I manage as my full-time job owns all three (and Im a large investor in the fund). While I strive to remain objective at all times you may notice that I express stronger conviction in todays post and thats because my conviction is indeed higher. Consider this to be like my past quarterly earnings previews but with three stocks I highly believe in. Now that you know Im biased here"  
[X Link](https://x.com/Stocks_Stones/status/1948479816958677218)  2025-07-24T20:26Z [----] followers, 25.9K engagements


"I didn't mention it yesterday but I'd be remiss if I didn't give a big shoutout to @ragingbullcap and @WolfOfOakville for their help on $DBO.TO and $TRBR.V. @ragingbullcap has done a fantastic work highlighting the rebound opportunity in the cinema industry. @WolfOfOakville has been a strong believer in $TRBR.V and provided great coverage of the company. I highly recommend you check out both of their Substacks for more context on these opportunities 🧐 Three Stocks I'll Watch Closely in August πŸ‘€ This month I have what I consider to be some pretty strong theses on three stocks going into the"  
[X Link](https://x.com/Stocks_Stones/status/1948727872924852443)  2025-07-25T12:51Z [----] followers, [----] engagements


"🚨 RF Capital Group $RCG.TO to be acquired by iA Financial Corporation $IAG.TO 🚨 The $20.00/share all-cash consideration values the equity at $370 million and represents a 107% premium to the last closing price"  
[X Link](https://x.com/Stocks_Stones/status/1949818299874734101)  2025-07-28T13:04Z [----] followers, [----] engagements


"I woke up to this 🀩 Thank you all for the support If you're not a subscriber to my FREE weekly newsletter yet you can check out the link in my bio"  
[X Link](https://x.com/Stocks_Stones/status/1950535599565217793)  2025-07-30T12:35Z [----] followers, [----] engagements


"Yesterday I had the privilege to host a Business Breakdown with @MicroCapClub and Cannara Biotech $LOVE.V $LOVFF. It's a great time to explore opportunities in Canadian cannabis considering valuations are so low. Check out our Business Breakdown πŸ‘‡ https://microcapclub.com/cannara-biotech-love-v-premium-cannabis-at-affordable-prices/ https://microcapclub.com/cannara-biotech-love-v-premium-cannabis-at-affordable-prices/"  
[X Link](https://x.com/Stocks_Stones/status/1950904305193566477)  2025-07-31T13:00Z [----] followers, [----] engagements


"Combining three of my favorite things in life: running eating burgers and on-the-ground microcap due diligence @RosiesBurgers_ $HBFG.V"  
[X Link](https://x.com/Stocks_Stones/status/1952522029086998703)  2025-08-05T00:08Z [----] followers, [----] engagements


"It's official Our next Rivemont MicroCap cocktail will take place on September [--] in Montreal πŸ₯‚ You won't want to miss this Consumer Packaged Goods special Keynote speech: Olivier Colombo @OlivierColombo a private investor in the CPG sector Company presentations: GURU Organic Energy $GURU.TO & TRUBAR $TRBR.V Registration is now open πŸ‘‡ https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-special-biens-de-consommation-1545565480959 https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-special-biens-de-consommation-1545565480959"  
[X Link](https://x.com/Stocks_Stones/status/1952757741480448113)  2025-08-05T15:45Z [----] followers, [----] engagements


"Content and investment research are increasingly generated by AI these days. It feels like talking to people meeting in person and building relationships will become such a moat in this age of AI. You can't replace going to the source to find differentiated insights"  
[X Link](https://x.com/Stocks_Stones/status/1955294455264886787)  2025-08-12T15:45Z [----] followers, 19.2K engagements


"D-BOX $DBO.TO played out beautifully. The stock increased 12% today in a tough tape following impressive quarterly results. It's also up 18% from this tweet πŸ‘‡ 🎯 [--] for [--] so far Next up: Covalon Technologies $COV.V next Thursday 🧐 Three Stocks I'll Watch Closely in August πŸ‘€ This month I have what I consider to be some pretty strong theses on three stocks going into the upcoming reporting season in August. The Rivemont MicroCap Fund which I manage as my full-time job owns all three (and Im a large https://t.co/UsTG3YeD2O 🧐 Three Stocks I'll Watch Closely in August πŸ‘€ This month I have what"  
[X Link](https://x.com/Stocks_Stones/status/1956087068783993307)  2025-08-14T20:14Z [----] followers, [----] engagements


"$COV.V $PNG.V Why do you do this to me πŸ˜†"  
[X Link](https://x.com/Stocks_Stones/status/1956335062074745063)  2025-08-15T12:40Z [----] followers, [----] engagements


"Ive been thinking a lot about position sizing lately. My approach has definitely evolved over the years. Initially as a full-time private investor I used to run an extremely concentrated portfolio sometimes holding fewer than five stocks and maintaining position sizes of 30% or more. As I transitioned into a portfolio manager role and began managing the Rivemont MicroCap Fund (i.e. overseeing other peoples money) I became more aware of the risks I was taking and the potential impact on others' financial futures. I started diversifying and probably went too far in the other direction. For"  
[X Link](https://x.com/anyuser/status/1958147738257838246)  2025-08-20T12:42Z [----] followers, 18.8K engagements


"πŸŸ’πŸŸ‘πŸ”΄ THE GOOD THE BAD AND THE UGLY (August 2025) Welcome to your monthly recap of the Canadian microcap market August was the fourth consecutive strong month in our universe. I feel like a broken record but trading volume and financing activity continue to be on a solid upswing. The S&P/TSX SmallCap Index increased by 9.3% in August to reach an impressive 25.1% return year-to-date. This performance is increasingly fueled by the mining sector which makes up the bulk of the daily 52-week high lists these days. A rising tide lifts all boats as they say and the non-resource companies have also"  
[X Link](https://x.com/Stocks_Stones/status/1963579988554530920)  2025-09-04T12:28Z [----] followers, [----] engagements


"$PNG $KRKNF A gift that keeps on giving Now a 25-bagger from my initial purchase in [----] at $0.165 per share. Let's go πŸ”₯ In August [----] I posted that Kraken Robotics $PNG.V $KRKNF had become the second ten-bagger in the Rivemont MicroCap Fund I manage. Well less than a year later I now have my first-ever 20-bagger It's crazy to think the fund first bought Kraken at $0.165 per share in [----]. https://t.co/GmupKo5znH In August [----] I posted that Kraken Robotics $PNG.V $KRKNF had become the second ten-bagger in the Rivemont MicroCap Fund I manage. Well less than a year later I now have my"  
[X Link](https://x.com/Stocks_Stones/status/1965801089690943787)  2025-09-10T15:34Z [----] followers, [----] engagements


"I'm pleased to announce DAVIDsTEA $DTEA.V as a new presenter during our Rivemont MicroCap cocktail next Tuesday (Sept 16th) Unfortunately TRUBAR $TRBR.V had to pull out of the event due to unforeseen circumstances. You can find all the event details and register HERE https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-special-biens-de-consommation-1545565480959 https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-special-biens-de-consommation-1545565480959"  
[X Link](https://x.com/Stocks_Stones/status/1966479091684474908)  2025-09-12T12:28Z [----] followers, [----] engagements


"This past weekend I ran the Montreal Half-Marathon in what turned out to be the most perfect weather (sunny 6-8 degrees Celsius). I mostly train for ultra-trail races (50km+ distances in the mountains) but I like to test my speed on the road occasionally. Last weekend was one of those occasions. Ive been running for eight years and have completed several half-marathons. Every time I would make a big deal of it. Not only would I follow a solid training plan (which I highly recommend) but I also tried to micro-optimize everything else. Id make sure to get a proper rest a week or two before the"  
[X Link](https://x.com/Stocks_Stones/status/1970830489679278511)  2025-09-24T12:39Z [----] followers, [----] engagements


"Liquidity in Canadian microcaps is SO BACK 🀯🀯"  
[X Link](https://x.com/Stocks_Stones/status/1975527777257263524)  2025-10-07T11:45Z [----] followers, [----] engagements


"πŸ“… SAVE THE DATE Rivemont will hold its next MicroCap Cocktail on November 26th at 5pm. For this occasion we're excited to have our friends at Smallcap Discoveries doing the keynote speech. You won't want to miss this one Registration will open next week and presenting companies will be announced at the same time. Stay tuned @smallcapdisc @veritasvatillum @PaulAndreola"  
[X Link](https://x.com/Stocks_Stones/status/1980372792265576760)  2025-10-20T20:37Z [----] followers, [----] engagements


"Since I started investing in the Canadian cannabis sector meaningfully earlier this year I did a TON of research and Im excited to share my most comprehensive update on the industry so far 🌱 In this Part [--] Ill cover some high-level highlights and trends Im monitoring. In the upcoming Part [--] well dive into specific companies. Spoiler Alert: I am incredibly excited about how this thesis is progressing and I believe we are still in the early innings here. Ive chosen to focus exclusively on the Canadian cannabis market because the regulations are clear (i.e. its federally legal) and stock prices"  
[X Link](https://x.com/Stocks_Stones/status/1983882917139890311)  2025-10-30T13:05Z [----] followers, [----] engagements


"$DBO.TO $DBOXF Cinemark D-BOXs largest customer just published its Q3 financial results and highlighted an all-time quarterly record for D-BOX admission revenue. Bodes well for DBOs quarterly results next week"  
[X Link](https://x.com/Stocks_Stones/status/1986037867202670702)  2025-11-05T11:48Z [----] followers, 19.6K engagements


"$LOVE.V $LOVFF Here's the replay of my fireside chat with @NikoDankCannara CFO of Cannara Biotech at the Planet MicroCap Showcase Toronto two weeks ago. https://www.youtube.com/watchv=o1SfLpw6cDo https://www.youtube.com/watchv=o1SfLpw6cDo"  
[X Link](https://x.com/Stocks_Stones/status/1986101570321199511)  2025-11-05T16:01Z [----] followers, [----] engagements


"$ROMJ.V $ROMJF Here's the replay of my fireside chat with @MargaretRBrodie CEO of Rubicon Organics at the Planet MicroCap Showcase Toronto two weeks ago. https://www.youtube.com/watchv=eUUH_KLsfhw https://www.youtube.com/watchv=eUUH_KLsfhw"  
[X Link](https://x.com/Stocks_Stones/status/1986181728705331692)  2025-11-05T21:20Z [----] followers, [----] engagements


"$DBO.TO $DBOXF In case you need more evidence Cineplex another significant D-BOX customer just released its Q3. Cineplex continues to see strong performance from its Premium formats (which includes D-BOX)"  
[X Link](https://x.com/Stocks_Stones/status/1986400627568877846)  2025-11-06T11:49Z [----] followers, [----] engagements


"$COV.V $CVALF Here's the replay of my fireside chat with Brent Ashton CEO of Covalon Technologies at the Planet MicroCap Showcase Toronto two weeks ago. https://www.youtube.com/watchv=S4yrLr5Zp_o https://www.youtube.com/watchv=S4yrLr5Zp_o"  
[X Link](https://x.com/Stocks_Stones/status/1986542858179125272)  2025-11-06T21:15Z [----] followers, [----] engagements


"$DB.V $DBCCF Look at what we have here πŸ‘€ Decibel Cannabis will host its first-ever earnings call in two weeks. A microcap company that has never held a quarterly earnings call before but schedules its first one must be one of the most reliable tells that a strong quarter is coming. It never disappoints A microcap company that has never held a quarterly earnings call before but schedules its first one must be one of the most reliable tells that a strong quarter is coming. It never disappoints"  
[X Link](https://x.com/Stocks_Stones/status/1986815561087451524)  2025-11-07T15:18Z [----] followers, [----] engagements


"$XLY.TO $CBWTF $ROMJ.V $ROMJF Auxly and Rubicon both out with solid quarterly results this morning Village Farms $VFF another I haven't mentioned also posted an impressive quarter on Monday. The cannabis earnings season is off to a great start 🫑 🌱 My Most Comprehensive Cannabis Update Yet (Part 2) Alright lets pick up where we left off a couple of weeks ago In case you missed it I encourage you to read my Most Comprehensive Cannabis Update (Part 1) in which I shared a high-level overview of the industrys main https://t.co/5jCif2rvw6 🌱 My Most Comprehensive Cannabis Update Yet (Part 2)"  
[X Link](https://x.com/Stocks_Stones/status/1988972627340460542)  2025-11-13T14:10Z [----] followers, [----] engagements


"$LOVE.V $LOVFF Broadly speaking nobodys talking about Canadian cannabis after the boom and bust of [--] years ago. The industry has been decimated. Supply has exited the industry dramatically improving the supply/demand picture. Cannara Biotech is one of the emerging market leaders growing 25%+ profitable and trading for 8x FCFs. Classic capital cycle recovery play that nobodys paying attention to (yet). https://twitter.com/i/web/status/1997122382696239517 https://twitter.com/i/web/status/1997122382696239517"  
[X Link](https://x.com/Stocks_Stones/status/1997122382696239517)  2025-12-06T01:54Z [----] followers, [----] engagements


"Uber has no cars Airbnb has no houses Cannabis has no investors This is the new economy"  
[X Link](https://x.com/Stocks_Stones/status/1998866901741793669)  2025-12-10T21:26Z [----] followers, [----] engagements


"https://www.businesswire.com/news/home/20251215265437/en/Canopy-Growth-to-Acquire-MTL-Cannabis-Transaction-Expected-to-Create-Canadas-Leading-Medical-Cannabis-Business-and-Enhance-Capacity-to-Serve-Growing-International-Demand https://www.businesswire.com/news/home/20251215265437/en/Canopy-Growth-to-Acquire-MTL-Cannabis-Transaction-Expected-to-Create-Canadas-Leading-Medical-Cannabis-Business-and-Enhance-Capacity-to-Serve-Growing-International-Demand"  
[X Link](https://x.com/Stocks_Stones/status/2000560015493722394)  2025-12-15T13:34Z [----] followers, [---] engagements


"$DBO.TO $DBOXF Excellent overview of the opportunity right there πŸ‘‡ Great job @ragingbullcap NEW PODCAST D-BOX Technologies $DBO.TO and Premium Formats in the Theatrical Ecosystem with Dylan Marrello Founder & Portfolio Manager at Marrello Capital @ragingbullcap We discuss: - How premium formats are reshaping movie economics - D-BOXs royalty-driven model and https://t.co/sfPCnfzSX3 NEW PODCAST D-BOX Technologies $DBO.TO and Premium Formats in the Theatrical Ecosystem with Dylan Marrello Founder & Portfolio Manager at Marrello Capital @ragingbullcap We discuss: - How premium formats are"  
[X Link](https://x.com/Stocks_Stones/status/2001688948008194067)  2025-12-18T16:20Z [----] followers, [----] engagements


"RT @NickCortellucci: @BrownMarubozu $LOVE.V Added I was up nicely on this before the big run up but I keep averaging up. Genuinely think"  
[X Link](https://x.com/anyuser/status/2006438054085759364)  2025-12-31T18:51Z [----] followers, [--] engagements


"RT @HugoAlves1972: Wishing everyone a happy and healthy [----] πŸ₯‚ [----] was a great year for @AuxlyGroup - and we're just getting started For"  
[X Link](https://x.com/anyuser/status/2008330804296921240)  2026-01-06T00:12Z [----] followers, [--] engagements


"Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont MicroCap Fund πŸ‘‹ Company Presentations: 🌱 Auxly Cannabis Group $XLY.TO $CBWTF @AuxlyGroup @HugoAlves1972 πŸŽ₯ D-BOX Technologies $DBO.TO $DBOXF @dboxtech 70%+ of tickets have already been sold. Don't wait You can register here https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-nos-favoris-2026-1977369440225"  
[X Link](https://x.com/anyuser/status/2008648518433730912)  2026-01-06T21:15Z [----] followers, [----] engagements


"🟒 The Good 🟑 The Bad and πŸ”΄ The Ugly (December 2025) Welcome to your monthly recap of the Canadian microcap market I hope [----] is off to an excellent start for all of you. I wish you a healthy and prosperous year I am pleased with how [----] unfolded on my end. The Series A units of the Rivemont MicroCap Fund which I manage finished the year up 25.6% (after fees) despite having almost no exposure to natural resources artificial intelligence or data centers. It was mostly good blocking and tackling and most importantly avoiding costly mistakes. I aim to do more of the same in [----]. Before we"  
[X Link](https://x.com/Stocks_Stones/status/2009257216835272864)  2026-01-08T13:33Z [----] followers, [----] engagements


"What a way to end the year [----] was the second-best year for Value Traded ($) since [----]. We are SO back πŸ”₯ Link to the data: https://www.tmx.com/en/resource/1014 https://www.tmx.com/en/resource/1014"  
[X Link](https://x.com/Stocks_Stones/status/2009373293846122740)  2026-01-08T21:15Z [----] followers, [----] engagements


"Thanks for having me @majgeoinvesting @Diego_La_Torre_ Rivemont Microcap Fund's Mathieu Martin (@Stocks_Stones) on $ROMJF $ROMJ.V: hes followed the company for about a year and added it to his portfolio in early [----]. He sees strong growth positive cash flow and a cheap valuation with execution risk as the new facility ramps up. https://t.co/KEd9QvH7oR Rivemont Microcap Fund's Mathieu Martin (@Stocks_Stones) on $ROMJF $ROMJ.V: hes followed the company for about a year and added it to his portfolio in early [----]. He sees strong growth positive cash flow and a cheap valuation with execution"  
[X Link](https://x.com/Stocks_Stones/status/2010780780834807995)  2026-01-12T18:27Z [----] followers, [----] engagements


"TSX Venture issuers raised a total of $10.1 billion in [----] a 115% increase compared to [----]. Like the trading stats I published last week this was the second-best year since [----] Link to the data: https://www.tmx.com/en/resource/1015 https://www.tmx.com/en/resource/1015"  
[X Link](https://x.com/Stocks_Stones/status/2011072491217727603)  2026-01-13T13:47Z [----] followers, [----] engagements


"🚨 Titanium Transportation Group $TTNM.TO agrees to be privatized by its largest shareholder and management team 🚨 The $2.22/share all-cash offer represents a 41% premium over the last closing share price"  
[X Link](https://x.com/anyuser/status/2011796494534259049)  2026-01-15T13:43Z [----] followers, [----] engagements


"https://www.globenewswire.com/news-release/2026/01/15/3219437/0/en/Titanium-Enters-into-Arrangement-Agreement-for-Going-Private-Transaction-at-2-22-Per-Share.html https://www.globenewswire.com/news-release/2026/01/15/3219437/0/en/Titanium-Enters-into-Arrangement-Agreement-for-Going-Private-Transaction-at-2-22-Per-Share.html"  
[X Link](https://x.com/anyuser/status/2011796496702730395)  2026-01-15T13:43Z [----] followers, [---] engagements


"Our [----] Top Picks cocktail next week is now SOLD OUT I look forward to seeing you all πŸ₯‚ Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont MicroCap Fund πŸ‘‹ Company Presentations: Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont"  
[X Link](https://x.com/anyuser/status/2012173383207657740)  2026-01-16T14:41Z [----] followers, [----] engagements


"Thank you to everyone who attendend our [----] Top Picks cocktail in Montreal yesterday It was another full house πŸ₯‚ The presentation replays should be posted on Rivemont MicroCaps YouTube channel within the next week or so. Stay tuned $XLY.TO $CBWTF $DBO.TO $DBOXF @HugoAlves1972 https://twitter.com/i/web/status/2013989558258471393 https://twitter.com/i/web/status/2013989558258471393"  
[X Link](https://x.com/anyuser/status/2013989558258471393)  2026-01-21T14:58Z [----] followers, [----] engagements


"RT @maxwellhouse99: Awesome cocktail event last night in Montreal organised by the Rivemont MicroCap Fund with presentations by @Stocks_Sto"  
[X Link](https://x.com/anyuser/status/2014022167512436881)  2026-01-21T17:07Z [----] followers, [--] engagements


"RT @ragingbullcap: $DBO.TO assuming I'm reading this Linkedin post correctly that's [--] seats/auditorium (500/15). That's well above the c"  
[X Link](https://x.com/anyuser/status/2014154627273330709)  2026-01-22T01:54Z [----] followers, [--] engagements


"My [----] Portfolio Management Playbook Last week I wrote my Rivemont MicroCap Fund annual letter to investors. Writing these letters always encourages me to reflect on what worked well what didnt what changed in my approach and http://x.com/i/article/2013999066263252992 http://x.com/i/article/2013999066263252992"  
[X Link](https://x.com/anyuser/status/2014323150788420027)  2026-01-22T13:03Z [----] followers, [----] engagements


"RT @onecentinvest: Cannara Biotech $LOVE.V continues to look like the best all-around cannabis company. Solid earnings especially the cash"  
[X Link](https://x.com/anyuser/status/2016228022425141680)  2026-01-27T19:13Z [----] followers, [--] engagements


"πŸŽ₯ Here's the third and last presentation from our recent Top Picks cocktail in Montreal. In this presentation I talk about the current investing landscape and present two of my favorite stocks currently. I hope you'll enjoy it https://www.youtube.com/watchv=VqIoM7Cd3RU https://www.youtube.com/watchv=VqIoM7Cd3RU"  
[X Link](https://x.com/anyuser/status/2019064883778596933)  2026-02-04T15:05Z [----] followers, [----] engagements


"$RW.v $ROWKF @Renoworks est notre tout dernier investissement sur Espace MicroCaps https://espacemc.com/2016/12/02/placement-prive-5-renoworks-software-inc-rw-v/ https://espacemc.com/2016/12/02/placement-prive-5-renoworks-software-inc-rw-v/"  
[X Link](https://x.com/Stocks_Stones/status/804687194992603136)  2016-12-02T14:02Z [----] followers, [--] engagements


"$RW.v $ROWKF @Renoworks success with strategic partner Remote Sales Force's One Click Contractor software http://www.newswire.ca/news-releases/renoworks-success-with-strategic-partner-remote-sales-forces-one-click-contractor-software-615559304.html http://www.newswire.ca/news-releases/renoworks-success-with-strategic-partner-remote-sales-forces-one-click-contractor-software-615559304.html"  
[X Link](https://x.com/Stocks_Stones/status/839160962754170880)  2017-03-07T17:08Z [----] followers, [--] engagements


"After being the best small/micro-cap fund in Canada in [----] (according to eVestment) with a 92.8% return the Rivemont MicroCap Fund had another excellent year in [----] up 25.6% This increased our net return (after fees) since inception to 12.6% per year over [--] years. Additionally this has been achieved during one of the worst stretches of small-cap underperformance relative to large caps in history. Our best investment in [----] was D-BOX Technologies $DBO.TO $DBOXF with a 213% return on our average cost base. Our worst investment was Covalon Technologies $COV.V $CVALF with a 46% decline. We"  
[X Link](https://x.com/anyuser/status/2011184729912197630)  2026-01-13T21:13Z [----] followers, 19.2K engagements


"$DBO.TO $DBOXF Large insider purchase of 130k shares at $0.80/share"  
[X Link](https://x.com/anyuser/status/2023127669232046525)  2026-02-15T20:09Z [----] followers, 14.3K engagements


"Upcoming business breakdowns @Valuehunte: Feb 13th: D-BOX $DBO.TO w/ CEONaveen Prasad Co-Hosts @Stocks_Stones @SeanMarconi Feb 17th: High Tide $HITI w/ CEO @RajGrover_HITI Co-Host @iancassel Feb 18th: NeurAxis $NRXS w/ CEO Brian Carrico Co-Host @HeiberSergio"  
[X Link](https://x.com/anyuser/status/2021683895440175409)  2026-02-11T20:32Z 50.3K followers, [----] engagements


"Financing activity continues to recover meaningfully YoY despite having fewer issuers listed on the TSX-V. Complete data: https://www.tmx.com/en/resource/1021 https://www.tmx.com/en/resource/1021"  
[X Link](https://x.com/anyuser/status/2021694481582444928)  2026-02-11T21:15Z [----] followers, [----] engagements


"Another quarter of strong results for D-BOX Technologies $DBO.TO +61% EBIT YoY +75% EPS YoY (Adj. for DTA tax benefit) +86() new screens in FY26 Q3 alone D-BOX added [---] new screens YTD through FY26 Q3 which we view as the most powerful driver of future profits. Most notably deferred revenues QoQ increased "over $3 million due to advanced deposits received in December for theatrical orders to be delivered and installed over the coming months." YTD theatrical system sales per screen of $100k we think implies a minimum [--] screens to be added in Q4 with zero credit given to new orders over"  
[X Link](https://x.com/JonCukierwar/status/2021570683008897175)  2026-02-11T13:03Z 16.1K followers, [----] engagements


"The Good the Bad and the Ugly (January 2026) Welcome to your monthly recap of the Canadian microcap market I spent the last week of January on vacation in the Dominican Republic and had my own version of the Good the Bad and the Ugly. On the http://x.com/i/article/2020900266636140550 http://x.com/i/article/2020900266636140550"  
[X Link](https://x.com/anyuser/status/2021213812397928901)  2026-02-10T13:24Z [----] followers, [----] engagements


"$TTNM.TO $HAI.TO $TMG.V $CHER.V $VLN.TO $SYZ.TO $GCL.TO $AYUR.C $PLCN.C"  
[X Link](https://x.com/anyuser/status/2021224019127566438)  2026-02-10T14:05Z [----] followers, [----] engagements


"That's what I call a strong start to the year πŸ’ͺ Complete data here: https://www.tmx.com/en/resource/1020 https://www.tmx.com/en/resource/1020"  
[X Link](https://x.com/anyuser/status/2020858976628269408)  2026-02-09T13:55Z [----] followers, [----] engagements


"πŸŽ₯ Here's the third and last presentation from our recent Top Picks cocktail in Montreal. In this presentation I talk about the current investing landscape and present two of my favorite stocks currently. I hope you'll enjoy it https://www.youtube.com/watchv=VqIoM7Cd3RU https://www.youtube.com/watchv=VqIoM7Cd3RU"  
[X Link](https://x.com/anyuser/status/2019064883778596933)  2026-02-04T15:05Z [----] followers, [----] engagements


"It was freezing cold outside but we had a warm welcome from Rivemont and company in Montreal two weeks ago. $XLY.TO $CBWTF https://ow.ly/Nefu50Y8aMF https://ow.ly/Nefu50Y8aMF"  
[X Link](https://x.com/anyuser/status/2018696806696144918)  2026-02-03T14:43Z [----] followers, [----] engagements


"πŸ“½ The second replay of our Rivemont Top Picks event is now up on YouTube Here's David Reid presenting D-BOX Technologies $DBO.TO $DBOXF: https://www.youtube.com/watchv=BJn8NBF_wGo https://www.youtube.com/watchv=BJn8NBF_wGo"  
[X Link](https://x.com/anyuser/status/2018429217780949488)  2026-02-02T21:00Z [----] followers, [----] engagements


"πŸ“½ The first replay of our event last week is now up on YouTube Here's @HugoAlves1972 presenting Auxly Cannabis Group $XLY.TO $CBWTF: https://www.youtube.com/watchv=Qdqed7bgBIQ https://www.youtube.com/watchv=Qdqed7bgBIQ"  
[X Link](https://x.com/anyuser/status/2016619792657158582)  2026-01-28T21:10Z [----] followers, [----] engagements


"Cannara Biotech $LOVE.V continues to look like the best all-around cannabis company. Solid earnings especially the cash. Capturing market share. I hope these earnings are also a good indication for other strong players in cannabis like $XLY.TO"  
[X Link](https://x.com/anyuser/status/2015822974918471814)  2026-01-26T16:23Z [----] followers, [----] engagements


"My [----] Portfolio Management Playbook Last week I wrote my Rivemont MicroCap Fund annual letter to investors. Writing these letters always encourages me to reflect on what worked well what didnt what changed in my approach and http://x.com/i/article/2013999066263252992 http://x.com/i/article/2013999066263252992"  
[X Link](https://x.com/anyuser/status/2014323150788420027)  2026-01-22T13:03Z [----] followers, [----] engagements


"RT @ragingbullcap: $DBO.TO assuming I'm reading this Linkedin post correctly that's [--] seats/auditorium (500/15). That's well above the c"  
[X Link](https://x.com/anyuser/status/2014154627273330709)  2026-01-22T01:54Z [----] followers, [--] engagements


"$DBO.TO assuming I'm reading this Linkedin post correctly that's [--] seats/auditorium (500/15). That's well above the current average of [--] seats/auditorium implying DBOX is not only rolling out across incremental auditoriums (big) but is gaining presence within those auditoriums (very big). Tells you a lot about how the operators feel re demand. No idea why anyone has been selling this. $DBO.TO $DBOXF [--] new auditoriums for a total of [---] seats installed in Australia https://t.co/fXEGk8982V $DBO.TO $DBOXF [--] new auditoriums for a total of [---] seats installed in Australia"  
[X Link](https://x.com/anyuser/status/2014128273328927077)  2026-01-22T00:09Z [----] followers, [----] engagements


"$DBO.TO $DBOXF [--] new auditoriums for a total of [---] seats installed in Australia"  
[X Link](https://x.com/anyuser/status/2014092900968079479)  2026-01-21T21:49Z 10.6K followers, 13.7K engagements


"Awesome cocktail event last night in Montreal organised by the Rivemont MicroCap Fund with presentations by @Stocks_Stones Auxly Cannabis Group @AuxlyGroup @HugoAlves1972 $XLY.TO $CBWTF and D-BOX $DBO.TO $DBOXF @dboxtech"  
[X Link](https://x.com/anyuser/status/2014004480837054752)  2026-01-21T15:57Z 10.6K followers, [----] engagements


"Thank you to everyone who attendend our [----] Top Picks cocktail in Montreal yesterday It was another full house πŸ₯‚ The presentation replays should be posted on Rivemont MicroCaps YouTube channel within the next week or so. Stay tuned $XLY.TO $CBWTF $DBO.TO $DBOXF @HugoAlves1972 https://twitter.com/i/web/status/2013989558258471393 https://twitter.com/i/web/status/2013989558258471393"  
[X Link](https://x.com/anyuser/status/2013989558258471393)  2026-01-21T14:58Z [----] followers, [----] engagements


"Our [----] Top Picks cocktail next week is now SOLD OUT I look forward to seeing you all πŸ₯‚ Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont MicroCap Fund πŸ‘‹ Company Presentations: Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont"  
[X Link](https://x.com/anyuser/status/2012173383207657740)  2026-01-16T14:41Z [----] followers, [----] engagements


"Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont MicroCap Fund πŸ‘‹ Company Presentations: 🌱 Auxly Cannabis Group $XLY.TO $CBWTF @AuxlyGroup @HugoAlves1972 πŸŽ₯ D-BOX Technologies $DBO.TO $DBOXF @dboxtech 70%+ of tickets have already been sold. Don't wait You can register here https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-nos-favoris-2026-1977369440225"  
[X Link](https://x.com/anyuser/status/2008648518433730912)  2026-01-06T21:15Z [----] followers, [----] engagements


"mes amis du Qubec: Hier j'ai particip au podcast Investi avec @philbbelanger pour discuter de microcaps et de nos histoires d'investissement ensemble. Bonne coute ___ Yesterday I participated in a Quebec-based finance podcast with @philbbelanger. It's in French only. Sorry to my English followers πŸ˜„ https://www.youtube.com/watchv=Kk3SDebgyGo https://www.youtube.com/watchv=Kk3SDebgyGo"  
[X Link](https://x.com/anyuser/status/2011910009328947269)  2026-01-15T21:15Z [----] followers, [----] engagements


"🚨 Titanium Transportation Group $TTNM.TO agrees to be privatized by its largest shareholder and management team 🚨 The $2.22/share all-cash offer represents a 41% premium over the last closing share price"  
[X Link](https://x.com/anyuser/status/2011796494534259049)  2026-01-15T13:43Z [----] followers, [----] engagements


"https://www.globenewswire.com/news-release/2026/01/15/3219437/0/en/Titanium-Enters-into-Arrangement-Agreement-for-Going-Private-Transaction-at-2-22-Per-Share.html https://www.globenewswire.com/news-release/2026/01/15/3219437/0/en/Titanium-Enters-into-Arrangement-Agreement-for-Going-Private-Transaction-at-2-22-Per-Share.html"  
[X Link](https://x.com/anyuser/status/2011796496702730395)  2026-01-15T13:43Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Stocks_Stones Avatar @Stocks_Stones Stocks & Stones | Mathieu Martin

Stocks & Stones | Mathieu Martin posts on X about $dboto, in the, stocks, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

  • [--] Week [------] +153%
  • [--] Month [------] +14%
  • [--] Months [-------] -19%
  • [--] Year [-------] +2.50%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +50%
  • [--] Month [--] +12%
  • [--] Months [---] +54%
  • [--] Year [---] -28%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.15%
  • [--] Month [-----] +0.44%
  • [--] Months [-----] +10%
  • [--] Year [-----] +20%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 71.32% technology brands 10.08% social networks 8.53% countries 4.65% stocks 3.88% travel destinations 3.1% financial services 0.78% cryptocurrencies 0.78%

Social topic influence $dboto 16.28%, in the 16.28%, stocks 15.5%, strong 10.85%, $dboxf 10.08%, company 9.3%, $xlyto 7.75%, $cbwtf 6.98%, the good 6.98%, fund 6.2%

Top accounts mentioned or mentioned by @hugoalves1972 @smallcapdisc @planetmicrocap @ragingbullcap @auxlygroup @dboxtech @stocksstones @phillapointe @philbbelanger @paulandreola @majgeoinvesting @microcapclub @renoworks @nitinkinvests @koukununosawa @verdadcap @wolfofoakville @rosiesburgers @oliviercolombo @veritasvatillum

Top assets mentioned Uber Technologies, Inc. (UBER)

Top Social Posts

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

"πŸ“½ The first replay of our event last week is now up on YouTube Here's @HugoAlves1972 presenting Auxly Cannabis Group $XLY.TO $CBWTF: https://www.youtube.com/watchv=Qdqed7bgBIQ https://www.youtube.com/watchv=Qdqed7bgBIQ"
X Link 2026-01-28T21:10Z [----] followers, [----] engagements

"How every earnings season feels like 🀣"
X Link 2024-08-29T13:02Z [----] followers, [----] engagements

"$DBO.TO mentionned in Cinemarks earnings presentation today πŸ‘€ @nitinkinvests From Cinemark deck - all-time high quarterly DBOX admission revenue https://t.co/6Z2Wgf5zkV @nitinkinvests From Cinemark deck - all-time high quarterly DBOX admission revenue https://t.co/6Z2Wgf5zkV"
X Link 2025-08-01T13:41Z [----] followers, [----] engagements

"$TRBR.V $TRBRF 🚨 TRUBAR to be taken out by strategic acquirer ET GIDA 🚨 The $1.64/share all-cash consideration represents a 62% premium to the last closing price and values the company at $201 million. Congrats to all shareholders πŸ‘"
X Link 2025-11-24T13:50Z [----] followers, 11.1K engagements

"🚨 Canopy Growth $WEED.TO $CGC to Acquire MTL Cannabis $MTLC.C 🚨 The combination of cash and shares results in an implied consideration of $0.91 per MTL share an 82% premium over the last closing share price Disclosure: The Rivemont MicroCap Fund is a $MTLC.C shareholder"
X Link 2025-12-15T13:34Z [----] followers, [----] engagements

"πŸ’‘ What does Canopy Growth's acquisition of MTL Cannabis mean for the Canadian Cannabis sector 🌱 $MTLC.C $WEED.TO $CGC [--] Consolidation is under way: Organigram $OGI.TO acquired Motif Labs a year ago and we've now just seen another major M&A transaction in the sector. Following a wave of bankruptcies over the last several years the next wave will be about consolidation as the industry moves to an oligopoly structure. I expect consolidation to reduce aggressive competition and improve profitability for all the remaining players. [--] Hard assets matter: In an inflationary environment owning hard"
X Link 2025-12-16T18:17Z [----] followers, [----] engagements

"Canopy Growth intends to use the net proceeds from the Term Loan to (i) repay its existing senior secured debt in the principal amount of approximately US$101 million due September 2027; (ii) for working capital and general corporate purposes; and (iii) to fund any potential future acquisitions. Is $WEED.TO $CGC gearing up to roll up the Canadian cannabis sector https://financialpost.com/pmn/business-wire-news-releases-pmn/canopy-growth-announces-strategic-recapitalization-transactions-significantly-strengthening-balance-sheet-to-support-growth-strategy"
X Link 2026-01-08T12:35Z [----] followers, [----] engagements

"πŸ“½ The second replay of our Rivemont Top Picks event is now up on YouTube Here's David Reid presenting D-BOX Technologies $DBO.TO $DBOXF: https://www.youtube.com/watchv=BJn8NBF_wGo https://www.youtube.com/watchv=BJn8NBF_wGo"
X Link 2026-02-02T21:00Z [----] followers, [----] engagements

"That's what I call a strong start to the year πŸ’ͺ Complete data here: https://www.tmx.com/en/resource/1020 https://www.tmx.com/en/resource/1020"
X Link 2026-02-09T13:55Z [----] followers, [----] engagements

"The Good the Bad and the Ugly (January 2026) Welcome to your monthly recap of the Canadian microcap market I spent the last week of January on vacation in the Dominican Republic and had my own version of the Good the Bad and the Ugly. On the http://x.com/i/article/2020900266636140550 http://x.com/i/article/2020900266636140550"
X Link 2026-02-10T13:24Z [----] followers, [----] engagements

"I spoke to Daniel Marks several times. He's a highly concentrated activist investor. Considering the success of $DBO.TO so far and his cost base likely being around $0.10/share it's hard to blame him for taking some money off the table and rebalancing his portfolio (and more importantly his clients' portfolios). It doesn't personally worry me at all. Regarding your other point about management I was also surprised when Sebastien was let go. After several discussions with the new management team and board I came to understand that the previous management team was focused on selling more"
X Link 2026-02-11T14:16Z [----] followers, [---] engagements

"Financing activity continues to recover meaningfully YoY despite having fewer issuers listed on the TSX-V. Complete data: https://www.tmx.com/en/resource/1021 https://www.tmx.com/en/resource/1021"
X Link 2026-02-11T21:15Z [----] followers, [----] engagements

"In [----] the Rivemont MicroCap Fund generated a return of 36.9% net of all fees. We are proud to have contributed as external consultants for Rivemont. You can now read the most recent quarterly letter from the fund on Espace MicroCaps. Enjoy https://espacemc.com/2020/01/21/rivemont-microcap-fund-quarterly-letter-q4-2019/lang=en https://espacemc.com/2020/01/21/rivemont-microcap-fund-quarterly-letter-q4-2019/lang=en"
X Link 2020-01-21T21:54Z [----] followers, [--] engagements

"Uber has no cars. AirBnb has no real estate. Microcaps have no investors. This is the new economy"
X Link 2023-10-12T13:50Z [----] followers, [----] engagements

"''While small caps have been in an extended bear market we believe valuations are extremely attractive and market expectations are too low creating a compelling opportunity with valuation metrics not seen in approximately [--] years.'' https://millervalue.com/miller-deep-value-select-3q-2023-letter/ https://millervalue.com/miller-deep-value-select-3q-2023-letter/"
X Link 2023-10-27T13:21Z [----] followers, 13.7K engagements

"Me right now"
X Link 2023-11-22T15:25Z [----] followers, [----] engagements

"1/ Are microcaps coming back to life This pattern is happening more and more and its NOT technical analysis. This is a chart of Gatekeeper $GSI.V after releasing strong financial results yesterday. The stock finished the day +26% on more than 6x its average daily volume"
X Link 2024-01-30T13:46Z [----] followers, 17.3K engagements

"1/ In two weeks Ill attend the @PlanetMicroCap Showcase conference in Las Vegas with @PhilLapointe my analyst at Rivemont. Close to [---] presenting companies are involved in this years edition including [--] Canadian companies. Here's what to expect πŸ§΅πŸ‘‡"
X Link 2024-04-17T12:50Z [----] followers, [----] engagements

"6/ Which one could be next $KITS.TO: Although the stock had a phenomenal performance in [----] it's flat in [----] despite continued execution and revenue growth. Several analysts cover the company which is clearly on the institutions' radar"
X Link 2024-05-23T19:27Z [----] followers, [----] engagements

"10/ Based on my sum-of-the-parts analysis I believe $COV.V is extremely cheap but its illiquid with no clear catalyst. One or a couple of solid quarters could be the spark that investors need"
X Link 2024-05-23T19:27Z [----] followers, [----] engagements

"1/ It's that time of the month again Here's your monthly recap of another busy month in Canadian microcaps. I skimmed through all the press releases on the Canadian market in May. Every press release every single day There's lots to cover in this post so let's dive in πŸ‘‡πŸ§΅"
X Link 2024-06-05T13:08Z [----] followers, [----] engagements

"There were big market sell orders on several Canadian microcaps at 11:30 am. Some stocks dropped 20-40% on big volume and bounced back. Does anybody know what happened $AKR.V $ZTE.C $BWLK.V $MBX.TO $ZOMD.V $PNG.V $GSI.V $PLAN.V $SBBC.V"
X Link 2024-06-21T16:42Z [----] followers, 12.9K engagements

"14/ $MOOO.C's stock slid below the offering price and the company couldn't raise capital. A proposed $8.5m financing at $1.52/share with a half-warrant became a $2m financing at $0.70/share with a full warrant. The CFO was kind enough to reduce his commission to 1%. Tough times"
X Link 2024-08-01T13:19Z [----] followers, [---] engagements

"15/ $VERS issues many PRs touting its involvement in the AI ecosystem. However no PR is needed when it comes to audited financial statements. Verses AI released its financials in early July (available on Sedar if you care). Revenues were $1.97m up $361k over the prior year"
X Link 2024-08-01T13:19Z [----] followers, [---] engagements

"16/ Meanwhile $VERS's operating expenses ballooned to $40.4 million. The company spent $2.7 million on investor relations alone and took a provision of $6.3 million for a legal claim against a subsidiary of the company the CEO and the president"
X Link 2024-08-01T13:19Z [----] followers, [---] engagements

"5/ Many people have reached out to me after $COV.V's last quarterly results. I feel like there's a lot of money on the sidelines waiting for the next financials. If COV can repeat (dare I say improve) its strong performance there could be significantly more upside in the stock"
X Link 2024-08-06T13:02Z [----] followers, 11.5K engagements

"🚨 $OSS.V to be acquired by irth Solutions a Blackstone portfolio company for $0.88/share a 42% premium over the last closing price🚨 Quality companies are leaving the Canadian public market due to persistently low valuations. Will somebody wake up https://www.accesswire.com/899241/onesoft-solutions-inc-enters-into-arrangement-agreement-to-be-acquired-by-irth-solutions-llc https://www.accesswire.com/899241/onesoft-solutions-inc-enters-into-arrangement-agreement-to-be-acquired-by-irth-solutions-llc"
X Link 2024-08-12T17:32Z [----] followers, [----] engagements

"1/ I'm pleased to share that the Rivemont MicroCap Fund that I manage gained 13.3% in July reaching + 45.2% year-to-date After the TSX Venture peaked in February [----] it's been an extremely challenging period for Canadian microcap investors"
X Link 2024-08-13T20:10Z [----] followers, 53.6K engagements

"As investors it's almost impossible to avoid negative earnings surprises from time to time. This is especially true in microcaps where companies are immature and less diversified in terms of products or customer base. Sometimes one large order can make or break a quarter depending on when it hits. We've all felt that heart-sinking feeling when we open an earnings press release and immediately know it will be a disaster. Companies will do anything they can to soften the blow. However they often lose credibility. I understand why they want to make it appear that the performance isn't that bad"
X Link 2024-08-22T13:47Z [----] followers, 13.2K engagements

"🚨 Givex agrees to be acquired by Shift4 Payments for $200 million in cash 🚨 $GIVX.T The $1.50 per share consideration represents a 55% premium over the last closing price and a valuation of 2.4x revenues. https://www.prnewswire.com/news-releases/shift4-to-acquire-givex-in-all-cash-transaction-valued-at-c200-million-302230411.html https://www.prnewswire.com/news-releases/shift4-to-acquire-givex-in-all-cash-transaction-valued-at-c200-million-302230411.html"
X Link 2024-08-26T13:03Z [----] followers, [----] engagements

"Today Kraken Robotics $PNG.V officially became my third ten-bagger since I started investing in [----] and the second ten-bagger in the Rivemont MicroCap Fund. The fund started buying shares at $0.165 in [----] when the market cap was only $17 million and revenues were $3.5 million (FY 2017). It was a leap of faith but @philbbelanger and I believed in the team and the technology. Today the stock closed at $1.67 per share. The market cap is $384 million and revenues will approach $100 million this year (according to the company's guidance). What a journey it has been"
X Link 2024-08-26T20:32Z [----] followers, 42K engagements

"Buffett famously said that You dont find out whos been swimming naked until the tide goes out. Well the tide has gone out of microcaps over the last few years. My portfolio of growing and profitable microcap companies was decimated like the rest of the market. At times I wondered if I had made the wrong choices and was indeed swimming naked. For a couple of years all the thoughtful decisions I made about allocating capital and positioning the portfolio were met with a big yawn. The market gave me absolutely no validation that I was making the right choices. But now that the tide is returning"
X Link 2024-08-29T20:17Z [----] followers, [----] engagements

"1/ The Good the Bad and the Ugly (August 2024) Welcome to your monthly recap of the Canadian microcap market Last month I wrote that the activity level and trading volume remained surprisingly robust in July. Well the momentum seems to have accelerated in August Non-resource growing and profitable companies continue to do exceptionally well in this market. August was all about second-quarter earnings and it was action-packed Fundamentals continue to be strong for many microcap companies and those that do well now get rewarded with higher share prices starkly contrasting with the last few"
X Link 2024-09-04T13:44Z [----] followers, 10.2K engagements

"If you think the market is efficient read this I will tell you about one of the most stunning examples of microcap inefficiency Ive witnessed (and profited from). Heres the setup: The company trades at $0.16 per share has a $2.5 to $3 million market cap and is US $34 million in debt. It has revenues but is not profitable and its priced as if its going bankrupt (a real possibility). On June [--] [----] the company announced it had agreed with its lender to settle US $34 million of debt for a single cash payment of US $1 million. Thats it. The company essentially goes from $40+ million in enterprise"
X Link 2024-09-05T20:08Z [----] followers, 24K engagements

"Earning The Right A decade ago I was at an investing crossroads. I had started investing in microcap stocks but was also exploring real estate after taking an extensive private course. I knew I wanted to become an investor - I just wasnt sure how. I had started attending real estate networking events in Montreal to meet new people and potentially find deals to invest in. One night the event organizer announced on the stage in front of maybe [--] or [---] people that he was in touch with a private lender who had repossessed a house and was looking to unload it at a discount. The way he described"
X Link 2024-09-18T12:58Z [----] followers, [----] engagements

"Planet Microcap Showcase Day [--] is in the books @PhilLapointe and I met [--] companies 1x1 visited $BQE.V at their new office/lab and caught up with many friends Today is the Smallcap Discoveries day and Im so excited Im doing a keynote speech in the morning followed by [--] company meetings and a Q&A with $KITS.TO. Awesome conference so far @PlanetMicroCap @smallcapdisc"
X Link 2024-09-26T13:15Z [----] followers, 14.7K engagements

"Global private equity firms have $2.6 TRILLION of capital to deploy 🀯 No wonder they're acquiring Canadian microcaps in droves"
X Link 2024-09-26T20:20Z [----] followers, [----] engagements

"The Good the Bad and the Ugly (September 2024) Welcome to your monthly recap of the Canadian microcap market Let's look at some of the main highlights from last month. The concept is simple: I feature the news that caught my attention during the previous month after skimming through all the press releases on the Canadian market. Every press release every single day Let's dive in πŸ‘‡πŸ§΅"
X Link 2024-10-02T13:07Z [----] followers, 13.8K engagements

"I was interviewed by @PaulAndreola at @smallcapdisc last week to provide an overview of my strategy and process with the Rivemont MicroCap Fund. We cover several topics including: ➑ How I source ideas ➑ How I find the liquidity to buy new positions ➑ When do I sell ➑ How I construct my portfolio ➑ My biggest mistake and lesson . and much more The replay is live on YouTube if you're interested https://www.youtube.com/watchv=pa2wGXBhN7A&ab_channel=SmallcapDiscoveries https://www.youtube.com/watchv=pa2wGXBhN7A&ab_channel=SmallcapDiscoveries"
X Link 2024-10-15T16:15Z [----] followers, 10.5K engagements

"A month ago I travelled to Vancouver to attend a conference. Two of my favourite organizations in the microcap space @PlanetMicroCap and @smallcapdisc joined forces to create what I think was one of the best conferences I ever attended. The two-day event had everything youd want: a super high-quality company lineup educational keynotes and great people to meet during the breaks and cocktails. It was fantastic to reconnect with old friends and meet new ones. When I attend conferences I tend to have many one-on-one meetings with companies. Most microcaps arent covered by analysts and little"
X Link 2024-10-23T13:40Z [----] followers, 10.3K engagements

"Why You Should Care About Canadian MicroCaps Right Now πŸ‘‡ Early [----] Environment: ⚠ [--] years of smallcap underperformance (US data) ⚠ Record low valuations ⚠ Liquidity (trading volume and financings) down 30%+ compared to historical means The recent rebound was driven by. βœ… 25+ M&A transactions (mainly by US private equity) βœ… Reversion to the mean on valuations βœ… Improvements in liquidity The recovery has started. and still has a lot of room to go I'm the Portfolio Manager of the Rivemont MicroCap Fund. Contact me if you'd like to learn more"
X Link 2024-11-14T13:55Z [----] followers, [----] engagements

"The Good the Bad and the Ugly (November 2024) Welcome to your monthly recap of the Canadian microcap market The concept is simple: I feature the news that caught my attention during the previous month after skimming through all the press releases on the Canadian market. Every press release every single day November was another great month in microcaps One of the highlights was the release of TSX Venture's monthly data for October. I closely monitor trading and financing volumes on the Venture Exchange to determine where we are in the cycle and what the current trend is. October showed the"
X Link 2024-12-05T13:25Z [----] followers, [----] engagements

"πŸ’‘ Did you know there are over [----] microcaps ($300 million market cap) in Canada They represent over 85% of the public company universe in the country. Thats A LOT of opportunities. Especially considering that the average microcap investor is a part-time retail investor or at best a small shop with a few analysts. At Rivemont we are a team of two working on the microcap strategy to tackle this vast universe. Therefore we must have a way to filter opportunities quickly. My goal is to say no as fast as possible so I can focus on the companies that truly deserve my time and attention. Here are"
X Link 2024-12-11T13:43Z [----] followers, [----] engagements

"Ackroo $AKR.V to be acquired by Paystone a strategic for $0.15 per share The all-cash consideration represents a 25% premium over the last closing price. Ackroo is Rivemont MicroCap Fund's largest position. The fund is an insider of the company. I won't make further comments until the transaction has closed. What a journey it's been Link to the PR: https://www.globenewswire.com/news-release/2024/12/13/2996773/0/en/Ackroo-Announces-Sale-to-Paystone.html https://www.globenewswire.com/news-release/2024/12/13/2996773/0/en/Ackroo-Announces-Sale-to-Paystone.html"
X Link 2024-12-13T13:13Z [----] followers, 12.2K engagements

"🚨 Payfare $PAY.TO Enters into Definitive Agreement to be Acquired by Fiserv 🚨 The $4.00 all-cash consideration represents a 90% premium over the last closing price Fiserv stole Payfare's largest customer (DoorDash) in September making the stock price collapse from $8.35 to $2.05 in one day. Now Fiserv can scoop up the asset for a fraction of what it used to be valued. Wow"
X Link 2024-12-23T13:52Z [----] followers, [----] engagements

"🚨 Quisitive Technology Solutions $QUIS.V to be acquired by H.I.G. Capital a US private equity firm 🚨 The $0.57 per share all-cash consideration represents a 52% premium to the last closing price and values the equity at $169 million. The valuation is about 8.4x [----] EBITDA or 6.7x including the PayIQ preferred"
X Link 2025-01-02T14:13Z [----] followers, 11K engagements

"The Good the Bad and the Ugly (December 2024) Welcome to your monthly recap of the Canadian microcap market Let's review December to close out what has been a fantastic year πŸ‘‡ If you're new the concept is simple. I feature the news that caught my attention during the previous month after skimming through all the press releases on the Canadian market. Every press release every single day Let's dive in THE GOOD βœ… The flurry of M&A is not over yet Three more Canadian microcaps announced they would be acquired in December: Ackroo $AKR.V for a 25% premium by a strategic Banxa Holdings $BNXA.V for"
X Link 2025-01-09T13:46Z [----] followers, [----] engagements

"🚨 Converge Technology Solutions $CTS.TO to be acquired by H.I.G. Capital a US private equity firm 🚨 The $5.50 per share all-cash consideration represents a 56% premium to the last closing price valuing Converge at $1.3 billion. H.I.G. Capital is splurging on Canadian bargains with a second acquisition this year They also announced the takeover of Quisitive Technology Solutions $QUIS.V last month for $169 million"
X Link 2025-02-07T11:29Z [----] followers, [----] engagements

"πŸ›‘ Contrarian Idea: Canadian Cannabis πŸ›‘ I'm probably part of the minority of Canadian investors who haven't been burned on cannabis stocks during the 2017-2019 bubble. I never had any interest in the industry before [----] because I felt it was a commoditized industry with atrocious pricing dynamics primarily due to oversupply in the market. However last year I noticed a few companies growing their revenue profitably despite the challenging pricing environment. It got me curious and I started digging some more Industry Overview The cannabis industry has seen significant consolidation activity"
X Link 2025-02-26T13:29Z [----] followers, 16.5K engagements

"Well I guess I found the first news for my June ''Ugly'' section. $HASH.V Apparently the company used some aggressive accounting tactics to inflate its inventory and appear more profitable than it really was. Absolutely disgusting"
X Link 2025-06-03T10:00Z [----] followers, 11K engagements

"I was wondering why I was getting new followers out of nowhere recently until I found out I was mentioned as an investor that @majgeoinvesting admires in the interview below. I'm very grateful for the mention (and humbled) But most importantly what a great interview Maj dives deeply into his process to find multi-baggers in the microcap sector. It is totally worth a read πŸ’―πŸ‘‡ A masterclass on microcap investing from @majgeoinvesting https://t.co/xI7mE1mKK5 A masterclass on microcap investing from @majgeoinvesting https://t.co/xI7mE1mKK5"
X Link 2025-06-18T20:25Z [----] followers, [----] engagements

"$HASH.V is out with Q1 results. They show positive ajd. EBITDA and adj. Net Income while operating cash flows remain negative due to further inventory and A/R buildups. This looks awfully similar to the financials before the audit. πŸ€”"
X Link 2025-06-20T10:21Z [----] followers, [----] engagements

"πŸ“ˆ The Good the Bad and the Ugly (June 2025) πŸ“‰ Welcome to your monthly recap of the Canadian microcap market Theres an old adage in the financial world: Sell in May and go away. This refers to the historically weak performance of stocks from May to October suggesting that investors should consider exiting the market in May and re-entering it six months later. So far this wouldnt have been a wise decision this year. Markets surged in June with the S&P/TSX SmallCap Index advancing 6.2% and the major US indices performing almost equally well (the S&P [---] was up 5.1%). We saw some more M&A"
X Link 2025-07-03T12:39Z [----] followers, [----] engagements

"Kaboom πŸ’₯ Remarkable trading statistics on the TSX Venture last month both sequentially and YoY Link to the data: https://www.tmx.com/en/resource/993 https://www.tmx.com/en/resource/993"
X Link 2025-07-07T12:48Z [----] followers, 11.6K engagements

"In August [----] I posted that Kraken Robotics $PNG.V $KRKNF had become the second ten-bagger in the Rivemont MicroCap Fund I manage. Well less than a year later I now have my first-ever 20-bagger It's crazy to think the fund first bought Kraken at $0.165 per share in [----]. Back then the market cap was a mere $17 million with $3.5 million in revenue the prior year (2017). Today at $3.30 per share the market cap just crossed [--] BILLION dollars. The company is guiding for $127.5 million in revenue this year (at the midpoint) representing a 40% revenue growth. Over [--] years revenue will have"
X Link 2025-07-08T16:00Z [----] followers, 18.3K engagements

"Extremely impressive data for the TSX-V lately. We are back πŸ”₯"
X Link 2025-07-10T12:46Z [----] followers, [----] engagements

"Investors and allocators should consider public microcaps as an alternative to private equity. You can buy better businesses at a lower cost in the public markets. Here's what @verdadcap had to say recently πŸ‘‡ ''Private equity remains popular among allocators but the fundamentals tell a sobering story. Portfolio companies are smaller less profitable slower growing and more leveraged than their public peers.'' ''The bull case for PE used to hinge on financial engineering and multiple expansion. Today with debt expensive and exit multiples compressing the tools that fueled outperformance are"
X Link 2025-07-10T19:38Z [----] followers, [----] engagements

"A microcap company that has never held a quarterly earnings call before but schedules its first one must be one of the most reliable tells that a strong quarter is coming. It never disappoints"
X Link 2025-07-10T20:18Z [----] followers, 26K engagements

"🧐 Three Stocks I'll Watch Closely in August πŸ‘€ This month I have what I consider to be some pretty strong theses on three stocks going into the upcoming reporting season in August. The Rivemont MicroCap Fund which I manage as my full-time job owns all three (and Im a large investor in the fund). While I strive to remain objective at all times you may notice that I express stronger conviction in todays post and thats because my conviction is indeed higher. Consider this to be like my past quarterly earnings previews but with three stocks I highly believe in. Now that you know Im biased here"
X Link 2025-07-24T20:26Z [----] followers, 25.9K engagements

"I didn't mention it yesterday but I'd be remiss if I didn't give a big shoutout to @ragingbullcap and @WolfOfOakville for their help on $DBO.TO and $TRBR.V. @ragingbullcap has done a fantastic work highlighting the rebound opportunity in the cinema industry. @WolfOfOakville has been a strong believer in $TRBR.V and provided great coverage of the company. I highly recommend you check out both of their Substacks for more context on these opportunities 🧐 Three Stocks I'll Watch Closely in August πŸ‘€ This month I have what I consider to be some pretty strong theses on three stocks going into the"
X Link 2025-07-25T12:51Z [----] followers, [----] engagements

"🚨 RF Capital Group $RCG.TO to be acquired by iA Financial Corporation $IAG.TO 🚨 The $20.00/share all-cash consideration values the equity at $370 million and represents a 107% premium to the last closing price"
X Link 2025-07-28T13:04Z [----] followers, [----] engagements

"I woke up to this 🀩 Thank you all for the support If you're not a subscriber to my FREE weekly newsletter yet you can check out the link in my bio"
X Link 2025-07-30T12:35Z [----] followers, [----] engagements

"Yesterday I had the privilege to host a Business Breakdown with @MicroCapClub and Cannara Biotech $LOVE.V $LOVFF. It's a great time to explore opportunities in Canadian cannabis considering valuations are so low. Check out our Business Breakdown πŸ‘‡ https://microcapclub.com/cannara-biotech-love-v-premium-cannabis-at-affordable-prices/ https://microcapclub.com/cannara-biotech-love-v-premium-cannabis-at-affordable-prices/"
X Link 2025-07-31T13:00Z [----] followers, [----] engagements

"Combining three of my favorite things in life: running eating burgers and on-the-ground microcap due diligence @RosiesBurgers_ $HBFG.V"
X Link 2025-08-05T00:08Z [----] followers, [----] engagements

"It's official Our next Rivemont MicroCap cocktail will take place on September [--] in Montreal πŸ₯‚ You won't want to miss this Consumer Packaged Goods special Keynote speech: Olivier Colombo @OlivierColombo a private investor in the CPG sector Company presentations: GURU Organic Energy $GURU.TO & TRUBAR $TRBR.V Registration is now open πŸ‘‡ https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-special-biens-de-consommation-1545565480959 https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-special-biens-de-consommation-1545565480959"
X Link 2025-08-05T15:45Z [----] followers, [----] engagements

"Content and investment research are increasingly generated by AI these days. It feels like talking to people meeting in person and building relationships will become such a moat in this age of AI. You can't replace going to the source to find differentiated insights"
X Link 2025-08-12T15:45Z [----] followers, 19.2K engagements

"D-BOX $DBO.TO played out beautifully. The stock increased 12% today in a tough tape following impressive quarterly results. It's also up 18% from this tweet πŸ‘‡ 🎯 [--] for [--] so far Next up: Covalon Technologies $COV.V next Thursday 🧐 Three Stocks I'll Watch Closely in August πŸ‘€ This month I have what I consider to be some pretty strong theses on three stocks going into the upcoming reporting season in August. The Rivemont MicroCap Fund which I manage as my full-time job owns all three (and Im a large https://t.co/UsTG3YeD2O 🧐 Three Stocks I'll Watch Closely in August πŸ‘€ This month I have what"
X Link 2025-08-14T20:14Z [----] followers, [----] engagements

"$COV.V $PNG.V Why do you do this to me πŸ˜†"
X Link 2025-08-15T12:40Z [----] followers, [----] engagements

"Ive been thinking a lot about position sizing lately. My approach has definitely evolved over the years. Initially as a full-time private investor I used to run an extremely concentrated portfolio sometimes holding fewer than five stocks and maintaining position sizes of 30% or more. As I transitioned into a portfolio manager role and began managing the Rivemont MicroCap Fund (i.e. overseeing other peoples money) I became more aware of the risks I was taking and the potential impact on others' financial futures. I started diversifying and probably went too far in the other direction. For"
X Link 2025-08-20T12:42Z [----] followers, 18.8K engagements

"πŸŸ’πŸŸ‘πŸ”΄ THE GOOD THE BAD AND THE UGLY (August 2025) Welcome to your monthly recap of the Canadian microcap market August was the fourth consecutive strong month in our universe. I feel like a broken record but trading volume and financing activity continue to be on a solid upswing. The S&P/TSX SmallCap Index increased by 9.3% in August to reach an impressive 25.1% return year-to-date. This performance is increasingly fueled by the mining sector which makes up the bulk of the daily 52-week high lists these days. A rising tide lifts all boats as they say and the non-resource companies have also"
X Link 2025-09-04T12:28Z [----] followers, [----] engagements

"$PNG $KRKNF A gift that keeps on giving Now a 25-bagger from my initial purchase in [----] at $0.165 per share. Let's go πŸ”₯ In August [----] I posted that Kraken Robotics $PNG.V $KRKNF had become the second ten-bagger in the Rivemont MicroCap Fund I manage. Well less than a year later I now have my first-ever 20-bagger It's crazy to think the fund first bought Kraken at $0.165 per share in [----]. https://t.co/GmupKo5znH In August [----] I posted that Kraken Robotics $PNG.V $KRKNF had become the second ten-bagger in the Rivemont MicroCap Fund I manage. Well less than a year later I now have my"
X Link 2025-09-10T15:34Z [----] followers, [----] engagements

"I'm pleased to announce DAVIDsTEA $DTEA.V as a new presenter during our Rivemont MicroCap cocktail next Tuesday (Sept 16th) Unfortunately TRUBAR $TRBR.V had to pull out of the event due to unforeseen circumstances. You can find all the event details and register HERE https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-special-biens-de-consommation-1545565480959 https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-special-biens-de-consommation-1545565480959"
X Link 2025-09-12T12:28Z [----] followers, [----] engagements

"This past weekend I ran the Montreal Half-Marathon in what turned out to be the most perfect weather (sunny 6-8 degrees Celsius). I mostly train for ultra-trail races (50km+ distances in the mountains) but I like to test my speed on the road occasionally. Last weekend was one of those occasions. Ive been running for eight years and have completed several half-marathons. Every time I would make a big deal of it. Not only would I follow a solid training plan (which I highly recommend) but I also tried to micro-optimize everything else. Id make sure to get a proper rest a week or two before the"
X Link 2025-09-24T12:39Z [----] followers, [----] engagements

"Liquidity in Canadian microcaps is SO BACK 🀯🀯"
X Link 2025-10-07T11:45Z [----] followers, [----] engagements

"πŸ“… SAVE THE DATE Rivemont will hold its next MicroCap Cocktail on November 26th at 5pm. For this occasion we're excited to have our friends at Smallcap Discoveries doing the keynote speech. You won't want to miss this one Registration will open next week and presenting companies will be announced at the same time. Stay tuned @smallcapdisc @veritasvatillum @PaulAndreola"
X Link 2025-10-20T20:37Z [----] followers, [----] engagements

"Since I started investing in the Canadian cannabis sector meaningfully earlier this year I did a TON of research and Im excited to share my most comprehensive update on the industry so far 🌱 In this Part [--] Ill cover some high-level highlights and trends Im monitoring. In the upcoming Part [--] well dive into specific companies. Spoiler Alert: I am incredibly excited about how this thesis is progressing and I believe we are still in the early innings here. Ive chosen to focus exclusively on the Canadian cannabis market because the regulations are clear (i.e. its federally legal) and stock prices"
X Link 2025-10-30T13:05Z [----] followers, [----] engagements

"$DBO.TO $DBOXF Cinemark D-BOXs largest customer just published its Q3 financial results and highlighted an all-time quarterly record for D-BOX admission revenue. Bodes well for DBOs quarterly results next week"
X Link 2025-11-05T11:48Z [----] followers, 19.6K engagements

"$LOVE.V $LOVFF Here's the replay of my fireside chat with @NikoDankCannara CFO of Cannara Biotech at the Planet MicroCap Showcase Toronto two weeks ago. https://www.youtube.com/watchv=o1SfLpw6cDo https://www.youtube.com/watchv=o1SfLpw6cDo"
X Link 2025-11-05T16:01Z [----] followers, [----] engagements

"$ROMJ.V $ROMJF Here's the replay of my fireside chat with @MargaretRBrodie CEO of Rubicon Organics at the Planet MicroCap Showcase Toronto two weeks ago. https://www.youtube.com/watchv=eUUH_KLsfhw https://www.youtube.com/watchv=eUUH_KLsfhw"
X Link 2025-11-05T21:20Z [----] followers, [----] engagements

"$DBO.TO $DBOXF In case you need more evidence Cineplex another significant D-BOX customer just released its Q3. Cineplex continues to see strong performance from its Premium formats (which includes D-BOX)"
X Link 2025-11-06T11:49Z [----] followers, [----] engagements

"$COV.V $CVALF Here's the replay of my fireside chat with Brent Ashton CEO of Covalon Technologies at the Planet MicroCap Showcase Toronto two weeks ago. https://www.youtube.com/watchv=S4yrLr5Zp_o https://www.youtube.com/watchv=S4yrLr5Zp_o"
X Link 2025-11-06T21:15Z [----] followers, [----] engagements

"$DB.V $DBCCF Look at what we have here πŸ‘€ Decibel Cannabis will host its first-ever earnings call in two weeks. A microcap company that has never held a quarterly earnings call before but schedules its first one must be one of the most reliable tells that a strong quarter is coming. It never disappoints A microcap company that has never held a quarterly earnings call before but schedules its first one must be one of the most reliable tells that a strong quarter is coming. It never disappoints"
X Link 2025-11-07T15:18Z [----] followers, [----] engagements

"$XLY.TO $CBWTF $ROMJ.V $ROMJF Auxly and Rubicon both out with solid quarterly results this morning Village Farms $VFF another I haven't mentioned also posted an impressive quarter on Monday. The cannabis earnings season is off to a great start 🫑 🌱 My Most Comprehensive Cannabis Update Yet (Part 2) Alright lets pick up where we left off a couple of weeks ago In case you missed it I encourage you to read my Most Comprehensive Cannabis Update (Part 1) in which I shared a high-level overview of the industrys main https://t.co/5jCif2rvw6 🌱 My Most Comprehensive Cannabis Update Yet (Part 2)"
X Link 2025-11-13T14:10Z [----] followers, [----] engagements

"$LOVE.V $LOVFF Broadly speaking nobodys talking about Canadian cannabis after the boom and bust of [--] years ago. The industry has been decimated. Supply has exited the industry dramatically improving the supply/demand picture. Cannara Biotech is one of the emerging market leaders growing 25%+ profitable and trading for 8x FCFs. Classic capital cycle recovery play that nobodys paying attention to (yet). https://twitter.com/i/web/status/1997122382696239517 https://twitter.com/i/web/status/1997122382696239517"
X Link 2025-12-06T01:54Z [----] followers, [----] engagements

"Uber has no cars Airbnb has no houses Cannabis has no investors This is the new economy"
X Link 2025-12-10T21:26Z [----] followers, [----] engagements

"https://www.businesswire.com/news/home/20251215265437/en/Canopy-Growth-to-Acquire-MTL-Cannabis-Transaction-Expected-to-Create-Canadas-Leading-Medical-Cannabis-Business-and-Enhance-Capacity-to-Serve-Growing-International-Demand https://www.businesswire.com/news/home/20251215265437/en/Canopy-Growth-to-Acquire-MTL-Cannabis-Transaction-Expected-to-Create-Canadas-Leading-Medical-Cannabis-Business-and-Enhance-Capacity-to-Serve-Growing-International-Demand"
X Link 2025-12-15T13:34Z [----] followers, [---] engagements

"$DBO.TO $DBOXF Excellent overview of the opportunity right there πŸ‘‡ Great job @ragingbullcap NEW PODCAST D-BOX Technologies $DBO.TO and Premium Formats in the Theatrical Ecosystem with Dylan Marrello Founder & Portfolio Manager at Marrello Capital @ragingbullcap We discuss: - How premium formats are reshaping movie economics - D-BOXs royalty-driven model and https://t.co/sfPCnfzSX3 NEW PODCAST D-BOX Technologies $DBO.TO and Premium Formats in the Theatrical Ecosystem with Dylan Marrello Founder & Portfolio Manager at Marrello Capital @ragingbullcap We discuss: - How premium formats are"
X Link 2025-12-18T16:20Z [----] followers, [----] engagements

"RT @NickCortellucci: @BrownMarubozu $LOVE.V Added I was up nicely on this before the big run up but I keep averaging up. Genuinely think"
X Link 2025-12-31T18:51Z [----] followers, [--] engagements

"RT @HugoAlves1972: Wishing everyone a happy and healthy [----] πŸ₯‚ [----] was a great year for @AuxlyGroup - and we're just getting started For"
X Link 2026-01-06T00:12Z [----] followers, [--] engagements

"Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont MicroCap Fund πŸ‘‹ Company Presentations: 🌱 Auxly Cannabis Group $XLY.TO $CBWTF @AuxlyGroup @HugoAlves1972 πŸŽ₯ D-BOX Technologies $DBO.TO $DBOXF @dboxtech 70%+ of tickets have already been sold. Don't wait You can register here https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-nos-favoris-2026-1977369440225"
X Link 2026-01-06T21:15Z [----] followers, [----] engagements

"🟒 The Good 🟑 The Bad and πŸ”΄ The Ugly (December 2025) Welcome to your monthly recap of the Canadian microcap market I hope [----] is off to an excellent start for all of you. I wish you a healthy and prosperous year I am pleased with how [----] unfolded on my end. The Series A units of the Rivemont MicroCap Fund which I manage finished the year up 25.6% (after fees) despite having almost no exposure to natural resources artificial intelligence or data centers. It was mostly good blocking and tackling and most importantly avoiding costly mistakes. I aim to do more of the same in [----]. Before we"
X Link 2026-01-08T13:33Z [----] followers, [----] engagements

"What a way to end the year [----] was the second-best year for Value Traded ($) since [----]. We are SO back πŸ”₯ Link to the data: https://www.tmx.com/en/resource/1014 https://www.tmx.com/en/resource/1014"
X Link 2026-01-08T21:15Z [----] followers, [----] engagements

"Thanks for having me @majgeoinvesting @Diego_La_Torre_ Rivemont Microcap Fund's Mathieu Martin (@Stocks_Stones) on $ROMJF $ROMJ.V: hes followed the company for about a year and added it to his portfolio in early [----]. He sees strong growth positive cash flow and a cheap valuation with execution risk as the new facility ramps up. https://t.co/KEd9QvH7oR Rivemont Microcap Fund's Mathieu Martin (@Stocks_Stones) on $ROMJF $ROMJ.V: hes followed the company for about a year and added it to his portfolio in early [----]. He sees strong growth positive cash flow and a cheap valuation with execution"
X Link 2026-01-12T18:27Z [----] followers, [----] engagements

"TSX Venture issuers raised a total of $10.1 billion in [----] a 115% increase compared to [----]. Like the trading stats I published last week this was the second-best year since [----] Link to the data: https://www.tmx.com/en/resource/1015 https://www.tmx.com/en/resource/1015"
X Link 2026-01-13T13:47Z [----] followers, [----] engagements

"🚨 Titanium Transportation Group $TTNM.TO agrees to be privatized by its largest shareholder and management team 🚨 The $2.22/share all-cash offer represents a 41% premium over the last closing share price"
X Link 2026-01-15T13:43Z [----] followers, [----] engagements

"https://www.globenewswire.com/news-release/2026/01/15/3219437/0/en/Titanium-Enters-into-Arrangement-Agreement-for-Going-Private-Transaction-at-2-22-Per-Share.html https://www.globenewswire.com/news-release/2026/01/15/3219437/0/en/Titanium-Enters-into-Arrangement-Agreement-for-Going-Private-Transaction-at-2-22-Per-Share.html"
X Link 2026-01-15T13:43Z [----] followers, [---] engagements

"Our [----] Top Picks cocktail next week is now SOLD OUT I look forward to seeing you all πŸ₯‚ Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont MicroCap Fund πŸ‘‹ Company Presentations: Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont"
X Link 2026-01-16T14:41Z [----] followers, [----] engagements

"Thank you to everyone who attendend our [----] Top Picks cocktail in Montreal yesterday It was another full house πŸ₯‚ The presentation replays should be posted on Rivemont MicroCaps YouTube channel within the next week or so. Stay tuned $XLY.TO $CBWTF $DBO.TO $DBOXF @HugoAlves1972 https://twitter.com/i/web/status/2013989558258471393 https://twitter.com/i/web/status/2013989558258471393"
X Link 2026-01-21T14:58Z [----] followers, [----] engagements

"RT @maxwellhouse99: Awesome cocktail event last night in Montreal organised by the Rivemont MicroCap Fund with presentations by @Stocks_Sto"
X Link 2026-01-21T17:07Z [----] followers, [--] engagements

"RT @ragingbullcap: $DBO.TO assuming I'm reading this Linkedin post correctly that's [--] seats/auditorium (500/15). That's well above the c"
X Link 2026-01-22T01:54Z [----] followers, [--] engagements

"My [----] Portfolio Management Playbook Last week I wrote my Rivemont MicroCap Fund annual letter to investors. Writing these letters always encourages me to reflect on what worked well what didnt what changed in my approach and http://x.com/i/article/2013999066263252992 http://x.com/i/article/2013999066263252992"
X Link 2026-01-22T13:03Z [----] followers, [----] engagements

"RT @onecentinvest: Cannara Biotech $LOVE.V continues to look like the best all-around cannabis company. Solid earnings especially the cash"
X Link 2026-01-27T19:13Z [----] followers, [--] engagements

"πŸŽ₯ Here's the third and last presentation from our recent Top Picks cocktail in Montreal. In this presentation I talk about the current investing landscape and present two of my favorite stocks currently. I hope you'll enjoy it https://www.youtube.com/watchv=VqIoM7Cd3RU https://www.youtube.com/watchv=VqIoM7Cd3RU"
X Link 2026-02-04T15:05Z [----] followers, [----] engagements

"$RW.v $ROWKF @Renoworks est notre tout dernier investissement sur Espace MicroCaps https://espacemc.com/2016/12/02/placement-prive-5-renoworks-software-inc-rw-v/ https://espacemc.com/2016/12/02/placement-prive-5-renoworks-software-inc-rw-v/"
X Link 2016-12-02T14:02Z [----] followers, [--] engagements

"$RW.v $ROWKF @Renoworks success with strategic partner Remote Sales Force's One Click Contractor software http://www.newswire.ca/news-releases/renoworks-success-with-strategic-partner-remote-sales-forces-one-click-contractor-software-615559304.html http://www.newswire.ca/news-releases/renoworks-success-with-strategic-partner-remote-sales-forces-one-click-contractor-software-615559304.html"
X Link 2017-03-07T17:08Z [----] followers, [--] engagements

"After being the best small/micro-cap fund in Canada in [----] (according to eVestment) with a 92.8% return the Rivemont MicroCap Fund had another excellent year in [----] up 25.6% This increased our net return (after fees) since inception to 12.6% per year over [--] years. Additionally this has been achieved during one of the worst stretches of small-cap underperformance relative to large caps in history. Our best investment in [----] was D-BOX Technologies $DBO.TO $DBOXF with a 213% return on our average cost base. Our worst investment was Covalon Technologies $COV.V $CVALF with a 46% decline. We"
X Link 2026-01-13T21:13Z [----] followers, 19.2K engagements

"$DBO.TO $DBOXF Large insider purchase of 130k shares at $0.80/share"
X Link 2026-02-15T20:09Z [----] followers, 14.3K engagements

"Upcoming business breakdowns @Valuehunte: Feb 13th: D-BOX $DBO.TO w/ CEONaveen Prasad Co-Hosts @Stocks_Stones @SeanMarconi Feb 17th: High Tide $HITI w/ CEO @RajGrover_HITI Co-Host @iancassel Feb 18th: NeurAxis $NRXS w/ CEO Brian Carrico Co-Host @HeiberSergio"
X Link 2026-02-11T20:32Z 50.3K followers, [----] engagements

"Financing activity continues to recover meaningfully YoY despite having fewer issuers listed on the TSX-V. Complete data: https://www.tmx.com/en/resource/1021 https://www.tmx.com/en/resource/1021"
X Link 2026-02-11T21:15Z [----] followers, [----] engagements

"Another quarter of strong results for D-BOX Technologies $DBO.TO +61% EBIT YoY +75% EPS YoY (Adj. for DTA tax benefit) +86() new screens in FY26 Q3 alone D-BOX added [---] new screens YTD through FY26 Q3 which we view as the most powerful driver of future profits. Most notably deferred revenues QoQ increased "over $3 million due to advanced deposits received in December for theatrical orders to be delivered and installed over the coming months." YTD theatrical system sales per screen of $100k we think implies a minimum [--] screens to be added in Q4 with zero credit given to new orders over"
X Link 2026-02-11T13:03Z 16.1K followers, [----] engagements

"The Good the Bad and the Ugly (January 2026) Welcome to your monthly recap of the Canadian microcap market I spent the last week of January on vacation in the Dominican Republic and had my own version of the Good the Bad and the Ugly. On the http://x.com/i/article/2020900266636140550 http://x.com/i/article/2020900266636140550"
X Link 2026-02-10T13:24Z [----] followers, [----] engagements

"$TTNM.TO $HAI.TO $TMG.V $CHER.V $VLN.TO $SYZ.TO $GCL.TO $AYUR.C $PLCN.C"
X Link 2026-02-10T14:05Z [----] followers, [----] engagements

"That's what I call a strong start to the year πŸ’ͺ Complete data here: https://www.tmx.com/en/resource/1020 https://www.tmx.com/en/resource/1020"
X Link 2026-02-09T13:55Z [----] followers, [----] engagements

"πŸŽ₯ Here's the third and last presentation from our recent Top Picks cocktail in Montreal. In this presentation I talk about the current investing landscape and present two of my favorite stocks currently. I hope you'll enjoy it https://www.youtube.com/watchv=VqIoM7Cd3RU https://www.youtube.com/watchv=VqIoM7Cd3RU"
X Link 2026-02-04T15:05Z [----] followers, [----] engagements

"It was freezing cold outside but we had a warm welcome from Rivemont and company in Montreal two weeks ago. $XLY.TO $CBWTF https://ow.ly/Nefu50Y8aMF https://ow.ly/Nefu50Y8aMF"
X Link 2026-02-03T14:43Z [----] followers, [----] engagements

"πŸ“½ The second replay of our Rivemont Top Picks event is now up on YouTube Here's David Reid presenting D-BOX Technologies $DBO.TO $DBOXF: https://www.youtube.com/watchv=BJn8NBF_wGo https://www.youtube.com/watchv=BJn8NBF_wGo"
X Link 2026-02-02T21:00Z [----] followers, [----] engagements

"πŸ“½ The first replay of our event last week is now up on YouTube Here's @HugoAlves1972 presenting Auxly Cannabis Group $XLY.TO $CBWTF: https://www.youtube.com/watchv=Qdqed7bgBIQ https://www.youtube.com/watchv=Qdqed7bgBIQ"
X Link 2026-01-28T21:10Z [----] followers, [----] engagements

"Cannara Biotech $LOVE.V continues to look like the best all-around cannabis company. Solid earnings especially the cash. Capturing market share. I hope these earnings are also a good indication for other strong players in cannabis like $XLY.TO"
X Link 2026-01-26T16:23Z [----] followers, [----] engagements

"My [----] Portfolio Management Playbook Last week I wrote my Rivemont MicroCap Fund annual letter to investors. Writing these letters always encourages me to reflect on what worked well what didnt what changed in my approach and http://x.com/i/article/2013999066263252992 http://x.com/i/article/2013999066263252992"
X Link 2026-01-22T13:03Z [----] followers, [----] engagements

"RT @ragingbullcap: $DBO.TO assuming I'm reading this Linkedin post correctly that's [--] seats/auditorium (500/15). That's well above the c"
X Link 2026-01-22T01:54Z [----] followers, [--] engagements

"$DBO.TO assuming I'm reading this Linkedin post correctly that's [--] seats/auditorium (500/15). That's well above the current average of [--] seats/auditorium implying DBOX is not only rolling out across incremental auditoriums (big) but is gaining presence within those auditoriums (very big). Tells you a lot about how the operators feel re demand. No idea why anyone has been selling this. $DBO.TO $DBOXF [--] new auditoriums for a total of [---] seats installed in Australia https://t.co/fXEGk8982V $DBO.TO $DBOXF [--] new auditoriums for a total of [---] seats installed in Australia"
X Link 2026-01-22T00:09Z [----] followers, [----] engagements

"$DBO.TO $DBOXF [--] new auditoriums for a total of [---] seats installed in Australia"
X Link 2026-01-21T21:49Z 10.6K followers, 13.7K engagements

"Awesome cocktail event last night in Montreal organised by the Rivemont MicroCap Fund with presentations by @Stocks_Stones Auxly Cannabis Group @AuxlyGroup @HugoAlves1972 $XLY.TO $CBWTF and D-BOX $DBO.TO $DBOXF @dboxtech"
X Link 2026-01-21T15:57Z 10.6K followers, [----] engagements

"Thank you to everyone who attendend our [----] Top Picks cocktail in Montreal yesterday It was another full house πŸ₯‚ The presentation replays should be posted on Rivemont MicroCaps YouTube channel within the next week or so. Stay tuned $XLY.TO $CBWTF $DBO.TO $DBOXF @HugoAlves1972 https://twitter.com/i/web/status/2013989558258471393 https://twitter.com/i/web/status/2013989558258471393"
X Link 2026-01-21T14:58Z [----] followers, [----] engagements

"Our [----] Top Picks cocktail next week is now SOLD OUT I look forward to seeing you all πŸ₯‚ Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont MicroCap Fund πŸ‘‹ Company Presentations: Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont"
X Link 2026-01-16T14:41Z [----] followers, [----] engagements

"Our first Rivemont MicroCap Cocktail of [----] is only two weeks away Join us on January 20th in Montreal to hear about some of Rivemont's top microcap picks for [----]. πŸŽ™ Keynote Speech: Mathieu Martin Portfolio Manager of the Rivemont MicroCap Fund πŸ‘‹ Company Presentations: 🌱 Auxly Cannabis Group $XLY.TO $CBWTF @AuxlyGroup @HugoAlves1972 πŸŽ₯ D-BOX Technologies $DBO.TO $DBOXF @dboxtech 70%+ of tickets have already been sold. Don't wait You can register here https://www.eventbrite.ca/e/billets-cocktail-5a7-rivemont-microcap-nos-favoris-2026-1977369440225"
X Link 2026-01-06T21:15Z [----] followers, [----] engagements

"mes amis du Qubec: Hier j'ai particip au podcast Investi avec @philbbelanger pour discuter de microcaps et de nos histoires d'investissement ensemble. Bonne coute ___ Yesterday I participated in a Quebec-based finance podcast with @philbbelanger. It's in French only. Sorry to my English followers πŸ˜„ https://www.youtube.com/watchv=Kk3SDebgyGo https://www.youtube.com/watchv=Kk3SDebgyGo"
X Link 2026-01-15T21:15Z [----] followers, [----] engagements

"🚨 Titanium Transportation Group $TTNM.TO agrees to be privatized by its largest shareholder and management team 🚨 The $2.22/share all-cash offer represents a 41% premium over the last closing share price"
X Link 2026-01-15T13:43Z [----] followers, [----] engagements

"https://www.globenewswire.com/news-release/2026/01/15/3219437/0/en/Titanium-Enters-into-Arrangement-Agreement-for-Going-Private-Transaction-at-2-22-Per-Share.html https://www.globenewswire.com/news-release/2026/01/15/3219437/0/en/Titanium-Enters-into-Arrangement-Agreement-for-Going-Private-Transaction-at-2-22-Per-Share.html"
X Link 2026-01-15T13:43Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Stocks_Stones
/creator/twitter::Stocks_Stones