Midwest Energy Emissions: SEA Change Underway, Don’t Miss The Rising Tide Lifting This Boat

Just a few years ago the outlook for Midwest Energy Emissions (MEEC) was pretty bleak. However, with CEO Richard MacPherson's leadership, the company re-envisioned its strategy, cut costs, and pivoted away from manufacturing and product trials toward tightening up its patent portfolio in preparation for lawsuits. Additionally, the company has been cleaning up its balance sheet in preparation for a Nasdaq up-listing within the next month or so. Concurrently, management is also laying the groundwork to enter three new business verticals mentioned above by leveraging their proprietary SEA core product. MEEC has numerous clear catalysts to improve sales growth both…
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Trying Times At Triterras Though Opportunity To Disrupt Trade Finance Too Good To Ignore

Triterras (TRIT) operates Kratos, one of the world’s largest commodity trading and trade finance platforms, which connects and enables SME (Small and Medium Sized Enterprise) commodity traders to source trades and capital online via its secured blockchain technology. The Kratos platform helps solve the counterparty discovery and trade finance problems of roughly 1 million underserved SME traders. Kratos connects a community of trade finance borrowers with willing trade finance lenders. The platform increases confidence in both parties because it requires KYC, AML, and financial information prior to entering in transactions. Using blockchain technology, Kratos helps SME traders streamline the documentation…
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Exclusive Seeking Alpha Interview: Small Cap Investing With 1035 Capital Management

1035 Capital Management LLC was selected for an exclusive interview with Seeking Alpha. Topics discussed in the interview are: opportunities created by the rise of quant investing, ESG investing, and the longer-term impacts of the Coronavirus. We also share a long thesis on Triterras Fintech, LMP Automotive and Energous. Read more on Seeking Alpha
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LiqTech International Inc.: Pounding The Table As O&G Takes Shape Plus Black Carbon And NOx Opportunities Are Ahead Of Plan

LiqTech International is in the middle stages of supplying ceramic silicon carbide filters to closed-loop scrubber manufacturers for the IMO 2020 regulatory implementation cycle, which is expected to peak in 2024. Large shipowners are returning to the market ordering and installing scrubbers, taking a longer-term view of the opportunity. Over 120 ports worldwide have banned the use of open-loop scrubbers. Additionally, the European Parliament's environmental committee recently voted to support an open-loop ban, potentially adding 4000 ships to LiqTech International’s TAM. The company is entering the O&G filtration market through a JV in the Middle East. The O&G market provides…
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Historically Discounted RTI Surgical Transitioning To Pure Play Spine Competitor With Significant Upside

RTI Surgical (RTIX, now SRGA) is on the precipice of a transformation due to the divestiture of its OEM business to Montagu Private Equity. This divestiture can be viewed as the culmination of several years’ work to simplify the business by its relatively new CEO, Camille Farhat, as well as the beginning of an exciting transition to a pure-play high margin growing spine company and hopefully, the accompanying valuation. At 1035 Capital, we have followed SRGA since Farhat was hired as CEO and waited for this kind of catalyst to make SRGA a really exciting opportunity. Read more on Seeking…
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AeroVironment Inc: Opportunistic Bargain Buy For This Leading Player In Drone Manufacturing

AeroVironment Inc (AVAV) is the leading provider of unmanned aerospace solutions. The company is primarily known for its Puma, Wasp, Raven and Switchblade drones. The company is at the intersection of 4 very large secular growth drivers including connectivity, robotics, software analytics, and sensors. Since 9/11, AVAV has been a major beneficiary of the Department of Defense's interest in unmanned aerial systems (UAS). AVAV has won more than 90% of all the US Army's small UAS deliveries since 2013. As commercial drones become a bigger part of our everyday lives, AVAV is positioned well for continued long-term growth. Read more…
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OptimizeRx Corp: Optimize Your Portfolio With This Under The Radar Health Tech Company

OptimizeRx Corporation (OPRX) is a healthcare IT company focused on improving messaging between manufacturers, patients, payors and doctors. OPRX's first major product, financial messaging, allowed it to penetrate the healthcare communications space. Since then, the company has added 3 additional products which are moving OPRX up the value chain toward enterprise deals where it will provide a variety of messaging solutions instead of one-off project work. Read more on Seeking Alpha...
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Lindblad Expeditions: Cruising Toward Steady Growth In 2020 And Beyond

Lindblad (LIND) is a unique cruise operator dedicated to providing clients with exciting and exclusive expedition-style travel to far off destinations. The company focuses on more affluent consumers over the age of 50 with a taste for adventure. This group is growing as the active baby boomer population retires and begins to take the dream trips they have planned for a lifetime. The company's early mover advantage, its alliance with National Geographic (Nat Geo) and World Wildlife Foundation (WWF), and roster of experienced staff and respected partners have positioned LIND well to take advantage of the rapidly rising tide of…
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LiqTech International: Investors Are Missing The Forest For The Trees

LiqTech International (LIQT) offers a unique mix of growth drivers that should allow the company to expand at a strong pace for the foreseeable future. It’s currently at an inflection point with ramping orders and installations for IMO 2020-compliant marine scrubbers. With the recent launch of its conversion kit, LIQT is well-positioned to benefit from the market’s shift away from open loop scrubbers and toward closed loop. Beyond the marine scrubber market, LIQT is entering several new and large markets that will provide revenue diversification and growth including Oil and Gas water filtration, power plant wastewater, and industrial membranes. Read…
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Investors Are Underestimating The Transformation Of Viavi Solutions, Inc.

The predecessor company of Viavi Solutions (VIAV), JDS Uniphase, split into two component pieces, Lumentum (LITE) and Viavi, in 2015. Since then, the companies operated separately with the exception that VIAV owned shares in LITE for several years. Initially, it appeared LITE kept all of the exciting growth businesses and VIAV was left with the lessor remnants plus some shares of LITE and significant NOLs. However, VIAV's management did an excellent job narrowing the focus of the company and positioning it for future growth. They transformed the mix of business from 100% of revenue coming from mature, no growth businesses…
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