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    <title>Ian Cassel - Seeking Alpha</title>
    <description>© seekingalpha.com. Use of this feed is limited to personal, non-commercial use and is governed by Seeking Alpha's Terms of Use (http://seekingalpha.com/page/terms-of-use). Publishing this feed for public or commercial use and/or misrepresentation by a third party is prohibited.</description>
    <author>
      <name>SeekingAlpha.com</name>
    </author>
    <link>http://seekingalpha.com/author/ian-cassel</link>
    <item>
      <title>Top Micro Cap Fund Holdings And Performance</title>
      <link>http://seekingalpha.com/article/1348481-top-micro-cap-fund-holdings-and-performance?source=feed</link>
      <guid isPermaLink="false">1348481</guid>
      <content>
        <![CDATA[<p>In 2012, companies with market caps $&lt;150 million outperformed (<a href="http://microcapclub.com/2013/03/deja-vu-all-over-again-serial-correlation-and-micro-cap-equities/" rel="nofollow">+18.24%</a>) every other market cap grouping. A year ago I listed some microcap fund managers and their performance relative to the Russell 2000 (<a href='http://seekingalpha.com/symbol/iwm' title='iShares Russell 2000 Index ETF'>IWM</a>) and Russell Micro Cap (<a href='http://seekingalpha.com/symbol/iwc' title='iShares Russell Microcap Index ETF'>IWC</a>) ETFs. I thought it would be good to update the performance of those funds, while also comparing them to a few of the other microcap ETFs. As I stated in my <a href="http://microcapclub.com/2012/02/the-best-micro-cap-funds/" rel="nofollow">original article</a>, some of the greatest money managers of all time first made their fortunes in the micro-small cap arenas, so it's good to pay attention to the best microcap fund managers and see where they are investing.</p><p>
  <em>(click to enlarge)</em>
</p><p>Here is a little more information on each fund including their inception date, assets under management, average market cap, fund manager, and top holdings as of YE 2012:</p><p><strong>TETON Westwood Mighty Mites Fund</strong> <strong>(WEIMX)</strong>, Inception Date:</p>]]>
      </content>
      <pubDate>Wed, 17 Apr 2013 14:48:27 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>In 2012, companies with market caps $&lt;150 million outperformed (<a href="http://microcapclub.com/2013/03/deja-vu-all-over-again-serial-correlation-and-micro-cap-equities/" rel="nofollow">+18.24%</a>) every other market cap grouping. A year ago I listed some microcap fund managers and their performance relative to the Russell 2000 (<a href='http://seekingalpha.com/symbol/iwm' title='iShares Russell 2000 Index ETF'>IWM</a>) and Russell Micro Cap (<a href='http://seekingalpha.com/symbol/iwc' title='iShares Russell Microcap Index ETF'>IWC</a>) ETFs. I thought it would be good to update the performance of those funds, while also comparing them to a few of the other microcap ETFs. As I stated in my <a href="http://microcapclub.com/2012/02/the-best-micro-cap-funds/" rel="nofollow">original article</a>, some of the greatest money managers of all time first made their fortunes in the micro-small cap arenas, so it's good to pay attention to the best microcap fund managers and see where they are investing.</p><p>
  <em>(click to enlarge)</em>
</p><p>Here is a little more information on each fund including their inception date, assets under management, average market cap, fund manager, and top holdings as of YE 2012:</p><p><strong>TETON Westwood Mighty Mites Fund</strong> <strong>(WEIMX)</strong>, Inception Date:</p><br/><a href='http://seekingalpha.com/article/1348481-top-micro-cap-fund-holdings-and-performance?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/iwm">IWM</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/iwc">IWC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/fdm">FDM</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/wmcr">WMCR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pzi">PZI</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>The Coming Boom In MicroCap Agriculture Stocks</title>
      <link>http://seekingalpha.com/article/1281471-the-coming-boom-in-microcap-agriculture-stocks?source=feed</link>
      <guid isPermaLink="false">1281471</guid>
      <content>
        <![CDATA[<p>I talk to a lot of professional investors on a daily basis on MicroCapClub, and more and more investors are expecting a bull market of epic proportion in agriculture stocks over the next decade. The key difference between a potential bull market in agriculture versus, let's say technology, is the scarcity of microcap agriculture companies. There are tons of microcap technology companies, but very few microcap agriculture companies. A couple of Ag-food analysts I've spoken to are scouring the Earth trying to find the next big thing in Ag. The Agriculture-Food industry is dominated by a few large multinational behemoths. In this article, I'll highlight some trends in food and mention a few potential microcap benefactors for the coming agriculture boom.</p><p>As the population grows and wealth grows, so does the overall demand for food. Worldwide food demand is expected to double by 2050. The trickle down effect on the</p>]]>
      </content>
      <pubDate>Sun, 17 Mar 2013 20:49:29 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>I talk to a lot of professional investors on a daily basis on MicroCapClub, and more and more investors are expecting a bull market of epic proportion in agriculture stocks over the next decade. The key difference between a potential bull market in agriculture versus, let's say technology, is the scarcity of microcap agriculture companies. There are tons of microcap technology companies, but very few microcap agriculture companies. A couple of Ag-food analysts I've spoken to are scouring the Earth trying to find the next big thing in Ag. The Agriculture-Food industry is dominated by a few large multinational behemoths. In this article, I'll highlight some trends in food and mention a few potential microcap benefactors for the coming agriculture boom.</p><p>As the population grows and wealth grows, so does the overall demand for food. Worldwide food demand is expected to double by 2050. The trickle down effect on the</p><br/><a href='http://seekingalpha.com/article/1281471-the-coming-boom-in-microcap-agriculture-stocks?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/alco">ALCO</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/artw">ARTW</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/bwel.pk">BWEL.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/cvgw">CVGW</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/hemgf.pk">HEMGF.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/lmnr">LMNR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pcyg">PCYG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/sanw">SANW</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/wfcf.pk">WFCF.PK</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Greystone Logistics: A Classic Valuation Gap</title>
      <link>http://seekingalpha.com/article/1265501-greystone-logistics-a-classic-valuation-gap?source=feed</link>
      <guid isPermaLink="false">1265501</guid>
      <content>
        <![CDATA[<p>Greystone Logistics (<a href='http://seekingalpha.com/symbol/glgi.pk' title='Greystone Logistics'>GLGI.PK</a>) is the only public company focused on manufacturing and leasing plastic pallets, the fastest growing segment of the $9.5 billion pallet industry. The packaging and container industry currently trades at an average Price/Earnings ratio of 19.8. Greystone Logistics is currently trading at 5.5x TTM EPS of 0.09, and 3.5x next year's EPS guidance of 0.14. The purpose of this article isn't to conclude an irrational multiple but to propose that if GLGI simply trades at half the peer group multiple, the current stock price represents a significant opportunity for investors. Similarly to when Sean Marconi and I highlighted Vertex Energy (<a href='http://seekingalpha.com/symbol/vtnr' title='Vertex Energy, Inc.'>VTNR</a>) at $1.30 six months ago (now $3.90), Greystone Logistics has a similar valuation gap that will likely start to close during 2013.</p><p>Greystone Logistics is a manufacturing and leasing company that designs, manufactures, sells and leases high quality plastic pallets that provide logistical solutions needed by</p>]]>
      </content>
      <pubDate>Wed, 13 Mar 2013 08:45:18 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>Greystone Logistics (<a href='http://seekingalpha.com/symbol/glgi.pk' title='Greystone Logistics'>GLGI.PK</a>) is the only public company focused on manufacturing and leasing plastic pallets, the fastest growing segment of the $9.5 billion pallet industry. The packaging and container industry currently trades at an average Price/Earnings ratio of 19.8. Greystone Logistics is currently trading at 5.5x TTM EPS of 0.09, and 3.5x next year's EPS guidance of 0.14. The purpose of this article isn't to conclude an irrational multiple but to propose that if GLGI simply trades at half the peer group multiple, the current stock price represents a significant opportunity for investors. Similarly to when Sean Marconi and I highlighted Vertex Energy (<a href='http://seekingalpha.com/symbol/vtnr' title='Vertex Energy, Inc.'>VTNR</a>) at $1.30 six months ago (now $3.90), Greystone Logistics has a similar valuation gap that will likely start to close during 2013.</p><p>Greystone Logistics is a manufacturing and leasing company that designs, manufactures, sells and leases high quality plastic pallets that provide logistical solutions needed by</p><br/><a href='http://seekingalpha.com/article/1265501-greystone-logistics-a-classic-valuation-gap?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/sbmry.pk">SBMRY.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/son">SON</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/glgi.pk">GLGI.PK</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Where Does Your Food Come From? The Case For Integrated Management Information Inc.</title>
      <link>http://seekingalpha.com/article/875611-where-does-your-food-come-from-the-case-for-integrated-management-information-inc?source=feed</link>
      <guid isPermaLink="false">875611</guid>
      <content>
        <![CDATA[<p>It is no secret that "healthy eating" continues to be a hot investment theme. After beating Q3 expectations in late July, Whole Foods Market (<a href='http://seekingalpha.com/symbol/wfm' title='Whole Foods Market, Inc.'>WFM</a>) continues to make new highs on a weekly basis. Whole Foods, which is known as America's healthiest grocery store, ended Q3 with 329 stores, in 38 states, DC, Canada, and the UK. The company plans to open 24-27 stores in fiscal 2012, and 28-32 new stores in fiscal 2013.</p><p>The growth of Whole Foods is not only a testament to management at the company but also the broader population's need, want, and desire to eat healthy. Whole Foods and analysts call this trend &quot;Trading up&quot; as consumers are willing to pay more to eat healthy. Whole Foods co-CEO Walter Robb said it best, &quot;In an economic environment that is proving to be difficult for many retailers, we are thriving.&quot; Operating margins were an industry leading</p>]]>
      </content>
      <pubDate>Wed, 19 Sep 2012 09:05:10 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>It is no secret that "healthy eating" continues to be a hot investment theme. After beating Q3 expectations in late July, Whole Foods Market (<a href='http://seekingalpha.com/symbol/wfm' title='Whole Foods Market, Inc.'>WFM</a>) continues to make new highs on a weekly basis. Whole Foods, which is known as America's healthiest grocery store, ended Q3 with 329 stores, in 38 states, DC, Canada, and the UK. The company plans to open 24-27 stores in fiscal 2012, and 28-32 new stores in fiscal 2013.</p><p>The growth of Whole Foods is not only a testament to management at the company but also the broader population's need, want, and desire to eat healthy. Whole Foods and analysts call this trend &quot;Trading up&quot; as consumers are willing to pay more to eat healthy. Whole Foods co-CEO Walter Robb said it best, &quot;In an economic environment that is proving to be difficult for many retailers, we are thriving.&quot; Operating margins were an industry leading</p><br/><a href='http://seekingalpha.com/article/875611-where-does-your-food-come-from-the-case-for-integrated-management-information-inc?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/bnny">BNNY</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/ics">ICS</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/luk">LUK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/ngvc">NGVC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/svu">SVU</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/swy">SWY</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/tfm">TFM</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/wfm">WFM</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/wfcf.pk">WFCF.PK</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Noble Roman's Inc: Who Knew Pizza Could Be So Profitable</title>
      <link>http://seekingalpha.com/article/853531-noble-roman-s-inc-who-knew-pizza-could-be-so-profitable?source=feed</link>
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      <content>
        <![CDATA[<p>Noble Roman's Inc (<a href='http://seekingalpha.com/symbol/nrom.ob' title='Noble Romans Inc'>NROM.OB</a>) is an undiscovered, profitable microcap company with 35% operating margins at an inflection point of growth. Historically, Wall Street has given some of the largest PE multiples to restaurant rollout stories and especially to companies with high operating margins. The key is finding them before the growth materializes, and buying the stock before the "smart" money buys them. Noble Roman's is currently on a $0.13 pre-tax EPS run rate, and in this article I will outline how I believe the company will be on a $0.20 EPS run rate by YE 2013 which will warrant a much higher stock price.</p><p>In 2010, US Pizza Sales were $35 billion, up 1% over 2009. Independents owned 57% of pizzerias and controlled 48% of sales. After independents, the Top Three pizza chains are Pizza Hut, Domino's Pizza (<a href='http://seekingalpha.com/symbol/dpz' title='Domino&#39;s Pizza, Inc.'>DPZ</a>), and Papa Johns (<a href='http://seekingalpha.com/symbol/pzza' title='Papa John&#39;s International, Inc.'>PZZA</a>). Pizza Hut, which is owned by Yum!</p>]]>
      </content>
      <pubDate>Fri, 07 Sep 2012 12:17:19 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>Noble Roman's Inc (<a href='http://seekingalpha.com/symbol/nrom.ob' title='Noble Romans Inc'>NROM.OB</a>) is an undiscovered, profitable microcap company with 35% operating margins at an inflection point of growth. Historically, Wall Street has given some of the largest PE multiples to restaurant rollout stories and especially to companies with high operating margins. The key is finding them before the growth materializes, and buying the stock before the "smart" money buys them. Noble Roman's is currently on a $0.13 pre-tax EPS run rate, and in this article I will outline how I believe the company will be on a $0.20 EPS run rate by YE 2013 which will warrant a much higher stock price.</p><p>In 2010, US Pizza Sales were $35 billion, up 1% over 2009. Independents owned 57% of pizzerias and controlled 48% of sales. After independents, the Top Three pizza chains are Pizza Hut, Domino's Pizza (<a href='http://seekingalpha.com/symbol/dpz' title='Domino&#39;s Pizza, Inc.'>DPZ</a>), and Papa Johns (<a href='http://seekingalpha.com/symbol/pzza' title='Papa John&#39;s International, Inc.'>PZZA</a>). Pizza Hut, which is owned by Yum!</p><br/><a href='http://seekingalpha.com/article/853531-noble-roman-s-inc-who-knew-pizza-could-be-so-profitable?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/dpz">DPZ</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/gmcr">GMCR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/ptry">PTRY</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pzza">PZZA</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pzzi">PZZI</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/yum">YUM</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nrom.ob">NROM.OB</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Vertex Energy: A Classic Valuation Gap</title>
      <link>http://seekingalpha.com/article/761821-vertex-energy-a-classic-valuation-gap?source=feed</link>
      <guid isPermaLink="false">761821</guid>
      <content>
        <![CDATA[<p>I started following Vertex Energy (VTNR.OB) in May of 2011 when the stock was around .70c and watched it go to $4 within a few months. The stock has come back down to $1.30 (near a 52 week low), which I find highly compelling given the fundamentals of the company and the comps in the marketplace. Vertex Energy currently trades 0.15x FY 2011 Sales and 3.5x its FY 2011 EPS of 0.39. Comps in the public market are trading between 1-2x sales and 20-165x TTM EPS. The purpose of this article isn't to conclude an irrational multiple but to propose that if VTNR simply trades at 0.5x TTM sales and 12x TTM EPS, the stock is a multi bagger from current prices. The company has been able to profitably grow its revenues from $38m in 2009 to $109m in 2011. Vertex has approximately 15m shares out fully diluted, over $4m</p>]]>
      </content>
      <pubDate>Mon, 30 Jul 2012 11:16:47 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>I started following Vertex Energy (VTNR.OB) in May of 2011 when the stock was around .70c and watched it go to $4 within a few months. The stock has come back down to $1.30 (near a 52 week low), which I find highly compelling given the fundamentals of the company and the comps in the marketplace. Vertex Energy currently trades 0.15x FY 2011 Sales and 3.5x its FY 2011 EPS of 0.39. Comps in the public market are trading between 1-2x sales and 20-165x TTM EPS. The purpose of this article isn't to conclude an irrational multiple but to propose that if VTNR simply trades at 0.5x TTM sales and 12x TTM EPS, the stock is a multi bagger from current prices. The company has been able to profitably grow its revenues from $38m in 2009 to $109m in 2011. Vertex has approximately 15m shares out fully diluted, over $4m</p><br/><a href='http://seekingalpha.com/article/761821-vertex-energy-a-classic-valuation-gap?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/arsd">ARSD</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/hcci">HCCI</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/hek">HEK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/bac">BAC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/vtnr">VTNR</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Opportunities In Natural Gas Engines - Part 2</title>
      <link>http://seekingalpha.com/article/669251-opportunities-in-natural-gas-engines-part-2?source=feed</link>
      <guid isPermaLink="false">669251</guid>
      <content>
        <![CDATA[<p>In the <a href="http://microcapclub.com/2012/06/opportunities-in-natural-gas-engines/" rel="nofollow">first installment</a> I discussed the industry background and macro trends for natural gas engines. In this second installment I discuss the best investment opportunity that I have found in this space.</p> <p>Power Solutions International, Inc. (PSIX) is a leader in the design, engineering and manufacture of emissions-certified, alternative-fuel engines. A significant portion of their sales are natural gas engines. Their focus is on engines for industrial applications but they also are moving into the on-road market with an <a href="http://investor.powersint.com/releasedetail.cfm?ReleaseID=623492" rel="nofollow">8.8L engine</a> that they recently released. Their customers are mostly OEMs that incorporate the engines into their products. They have three main competitive advantages including:</p> <ol><li>They have agreements in place with many OEMs (e.g. 8 of the 12 top fork lift companies) which would be difficult for someone else to replicate. They estimate that over 70% of the power systems they supply are provided to major OEM customers</li>           </ol>     ]]>
      </content>
      <pubDate>Tue, 19 Jun 2012 10:36:39 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>In the <a href="http://microcapclub.com/2012/06/opportunities-in-natural-gas-engines/" rel="nofollow">first installment</a> I discussed the industry background and macro trends for natural gas engines. In this second installment I discuss the best investment opportunity that I have found in this space.</p> <p>Power Solutions International, Inc. (PSIX) is a leader in the design, engineering and manufacture of emissions-certified, alternative-fuel engines. A significant portion of their sales are natural gas engines. Their focus is on engines for industrial applications but they also are moving into the on-road market with an <a href="http://investor.powersint.com/releasedetail.cfm?ReleaseID=623492" rel="nofollow">8.8L engine</a> that they recently released. Their customers are mostly OEMs that incorporate the engines into their products. They have three main competitive advantages including:</p> <ol><li>They have agreements in place with many OEMs (e.g. 8 of the 12 top fork lift companies) which would be difficult for someone else to replicate. They estimate that over 70% of the power systems they supply are provided to major OEM customers</li>           </ol>     <br/><a href='http://seekingalpha.com/article/669251-opportunities-in-natural-gas-engines-part-2?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/bgg">BGG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/wprt">WPRT</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/psix.ob">PSIX.OB</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Opportunities In Natural Gas Engines</title>
      <link>http://seekingalpha.com/article/656381-opportunities-in-natural-gas-engines?source=feed</link>
      <guid isPermaLink="false">656381</guid>
      <content>
        <![CDATA[<p>Previously we have discussed industries that are attractive investments due to the low prices in natural gas. Natural gas engines is one such industry that we have identified. As Ian Cassel pointed out in an earlier <a href="http://microcapclub.com/2012/05/global-market-trends-and-the-microcap-benefactors/" rel="nofollow">blog post</a>, it is good to identify bullish global market trends in their infancy and find the micro caps that will benefit from the trend before other investors. This is the first article in a two part series that focuses on the opportunities in natural gas engines. This article will provide an overview of the industry and the second article will provide the investment thesis for a rapidly growing, profitable micro cap company in this space.</p><p>Natural gas in North America is at very low prices especially when compared to oil prices. This is due in large part to the abundant availability of natural gas in the US and new horizontal drilling techniques</p>]]>
      </content>
      <pubDate>Wed, 13 Jun 2012 08:24:10 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>Previously we have discussed industries that are attractive investments due to the low prices in natural gas. Natural gas engines is one such industry that we have identified. As Ian Cassel pointed out in an earlier <a href="http://microcapclub.com/2012/05/global-market-trends-and-the-microcap-benefactors/" rel="nofollow">blog post</a>, it is good to identify bullish global market trends in their infancy and find the micro caps that will benefit from the trend before other investors. This is the first article in a two part series that focuses on the opportunities in natural gas engines. This article will provide an overview of the industry and the second article will provide the investment thesis for a rapidly growing, profitable micro cap company in this space.</p><p>Natural gas in North America is at very low prices especially when compared to oil prices. This is due in large part to the abundant availability of natural gas in the US and new horizontal drilling techniques</p><br/><a href='http://seekingalpha.com/article/656381-opportunities-in-natural-gas-engines?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/clne">CLNE</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/fsys">FSYS</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/lng">LNG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/wprt">WPRT</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Patient Safety Technologies: The Next Standard Of Care</title>
      <link>http://seekingalpha.com/article/589691-patient-safety-technologies-the-next-standard-of-care?source=feed</link>
      <guid isPermaLink="false">589691</guid>
      <content>
        <![CDATA[<p>Did you know that on average, a surgical sponge is retained in one out of every 8000 surgeries here in the U.S? That amounts to 4000 incidents per year, or 11 per day. In addition to having to remove the retained sponges and treat the infections that occur there are usually legal expenses as well. It is estimated that a retained sponge costs a hospital ~$415,000.00. In total, this costs U.S. hospitals ~$1.7 billion per year. If you work it out on a per surgery basis: $415,000.00/8000= $51.88 per surgery.</p> <p>
  <strong>The Solution</strong>
</p> <p>To date, Patient Safety Technologies (<a href='http://seekingalpha.com/symbol/pstx.ob' title='Patient Safety Technologies, Inc.'>PSTX.OB</a>) and their SurgiCount Safety-Sponge System have:</p> <ul><li>Over 75 million sponges accounted for.</li>     <li>Over 3.6 million procedures performed.</li>     <li>264 hospitals have signed up to implement the system. 171 were implemented as of 4/27/12 and the majority of the remaining 93 will be implemented by July 2012.</li>     <li>7 of the 17 U.S. News &amp;</li>      </ul>                      ]]>
      </content>
      <pubDate>Tue, 15 May 2012 08:11:25 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>Did you know that on average, a surgical sponge is retained in one out of every 8000 surgeries here in the U.S? That amounts to 4000 incidents per year, or 11 per day. In addition to having to remove the retained sponges and treat the infections that occur there are usually legal expenses as well. It is estimated that a retained sponge costs a hospital ~$415,000.00. In total, this costs U.S. hospitals ~$1.7 billion per year. If you work it out on a per surgery basis: $415,000.00/8000= $51.88 per surgery.</p> <p>
  <strong>The Solution</strong>
</p> <p>To date, Patient Safety Technologies (<a href='http://seekingalpha.com/symbol/pstx.ob' title='Patient Safety Technologies, Inc.'>PSTX.OB</a>) and their SurgiCount Safety-Sponge System have:</p> <ul><li>Over 75 million sponges accounted for.</li>     <li>Over 3.6 million procedures performed.</li>     <li>264 hospitals have signed up to implement the system. 171 were implemented as of 4/27/12 and the majority of the remaining 93 will be implemented by July 2012.</li>     <li>7 of the 17 U.S. News &amp;</li>      </ul>                      <br/><a href='http://seekingalpha.com/article/589691-patient-safety-technologies-the-next-standard-of-care?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/cah">CAH</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/cyh">CYH</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/thc">THC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pstx.ob">PSTX.OB</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Why Invest In Junior Mining Stocks: Part 2</title>
      <link>http://seekingalpha.com/article/528121-why-invest-in-junior-mining-stocks-part-2?source=feed</link>
      <guid isPermaLink="false">528121</guid>
      <content>
        <![CDATA[<p>At <a href="http://microcapclub.com/" rel="nofollow">MicroCapClub</a> we've been discussing a variety of topics as it relates to the junior mining sector. In <a href="http://seekingalpha.com/article/510421-why-invest-in-junior-mining-stocks-part-1">Part 1</a>, I gave a list of pros and cons to investing in junior mining companies and concluded junior mining companies represent an excellent risk/reward for those that are willing to educate themselves on the industry. For Part 2 of this editorial I'm going to discuss a few companies that I believe are compelling investments. I thought I'd start off with one that is, and continues to be, a very high quality company in the junior mining sector, and graduated from the rank of explorer to producer.</p><p>
  <strong>Alexco Resource Corporation (<a href='http://seekingalpha.com/symbol/axu' title='Alexco Resource Corporation'>AXU</a>)</strong>
</p><p>Alexco is a very interesting story. The company, originally an environmental remediation company, landed control of the Keno Hill silver district in the Yukon by being able to package a clean-up plus restoration proposal. The Keno Hill district is</p>]]>
      </content>
      <pubDate>Wed, 25 Apr 2012 15:20:36 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>At <a href="http://microcapclub.com/" rel="nofollow">MicroCapClub</a> we've been discussing a variety of topics as it relates to the junior mining sector. In <a href="http://seekingalpha.com/article/510421-why-invest-in-junior-mining-stocks-part-1">Part 1</a>, I gave a list of pros and cons to investing in junior mining companies and concluded junior mining companies represent an excellent risk/reward for those that are willing to educate themselves on the industry. For Part 2 of this editorial I'm going to discuss a few companies that I believe are compelling investments. I thought I'd start off with one that is, and continues to be, a very high quality company in the junior mining sector, and graduated from the rank of explorer to producer.</p><p>
  <strong>Alexco Resource Corporation (<a href='http://seekingalpha.com/symbol/axu' title='Alexco Resource Corporation'>AXU</a>)</strong>
</p><p>Alexco is a very interesting story. The company, originally an environmental remediation company, landed control of the Keno Hill silver district in the Yukon by being able to package a clean-up plus restoration proposal. The Keno Hill district is</p><br/><a href='http://seekingalpha.com/article/528121-why-invest-in-junior-mining-stocks-part-2?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/ngphf.pk">NGPHF.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pnikf.pk">PNIKF.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/rhwkf.pk">RHWKF.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/axu">AXU</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Why Invest In Junior Mining Stocks: Part 1</title>
      <link>http://seekingalpha.com/article/510421-why-invest-in-junior-mining-stocks-part-1?source=feed</link>
      <guid isPermaLink="false">510421</guid>
      <content>
        <![CDATA[<p>Mining is an area of investing that I "fell into" having started my investing life as a microcap investor. After all, the mining industry has all the things many microcap investors look for; namely the potential to move significantly higher very quickly, a vast amount of very low-valued assets, and the occasional gems in the rough. The other corollary is that mining, like the OTC and microcap market, is rife with scammers, pumpers, dumpers, diluters, volatility, misleading statements, tall tales, stories bordering on fantastical, and possibly the most ridiculous part of it all, the industry calls Canada home.</p><p>Probably the single more important thing I find so attractive about mining is that Company ABC will target mining a specific commodity(or commodities) at a specific cost at a specific rate per day/year for a certain number of years and sell said commodity at market prices. That's pretty much it.</p><p>With traditional</p>]]>
      </content>
      <pubDate>Thu, 19 Apr 2012 11:27:54 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>Mining is an area of investing that I "fell into" having started my investing life as a microcap investor. After all, the mining industry has all the things many microcap investors look for; namely the potential to move significantly higher very quickly, a vast amount of very low-valued assets, and the occasional gems in the rough. The other corollary is that mining, like the OTC and microcap market, is rife with scammers, pumpers, dumpers, diluters, volatility, misleading statements, tall tales, stories bordering on fantastical, and possibly the most ridiculous part of it all, the industry calls Canada home.</p><p>Probably the single more important thing I find so attractive about mining is that Company ABC will target mining a specific commodity(or commodities) at a specific cost at a specific rate per day/year for a certain number of years and sell said commodity at market prices. That's pretty much it.</p><p>With traditional</p><br/><a href='http://seekingalpha.com/article/510421-why-invest-in-junior-mining-stocks-part-1?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/ngphf.pk">NGPHF.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pnikf.pk">PNIKF.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/axu">AXU</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/rhwkf.pk">RHWKF.PK</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>What Is Bad For Mitek Systems Is Good For Top Image Systems</title>
      <link>http://seekingalpha.com/article/499691-what-is-bad-for-mitek-systems-is-good-for-top-image-systems?source=feed</link>
      <guid isPermaLink="false">499691</guid>
      <content>
        <![CDATA[<p>Shares of Mitek Systems (<a href='http://seekingalpha.com/symbol/mitk' title='Mitek Systems Inc.'>MITK</a>) have declined 45% over the past two weeks following news that the United States Automobile Association &#40;USAA&#41; had <a href="http://finance.yahoo.com/news/mitek-systems-files-patent-infringement-230000652.html" rel="nofollow">filed a lawsuit</a> against the company alleging misappropriation of proprietary information, as well as breach of contract and fraud. MITK allegedly used confidential information while working with USAA and now claims it as its own through patented technology it has commercialized in the mobile banking space, specifically within mobile deposits. USAA is seeking that a judge declare it not infringing on MITK's patents as well as reimbursement of funds for overpayment. MITK, subsequently, has sued USAA accusing it of infringing on 5 different patents, all of which has brought the two companies to a stand-off. What are the implications for MITK going forward and how might this impact other companies in the mobile banking space?</p> <p>
  <br/>
  <em>(Click to enlarge)</em>
</p> <p>MITK is a company with a</p>   ]]>
      </content>
      <pubDate>Mon, 16 Apr 2012 08:43:01 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>Shares of Mitek Systems (<a href='http://seekingalpha.com/symbol/mitk' title='Mitek Systems Inc.'>MITK</a>) have declined 45% over the past two weeks following news that the United States Automobile Association &#40;USAA&#41; had <a href="http://finance.yahoo.com/news/mitek-systems-files-patent-infringement-230000652.html" rel="nofollow">filed a lawsuit</a> against the company alleging misappropriation of proprietary information, as well as breach of contract and fraud. MITK allegedly used confidential information while working with USAA and now claims it as its own through patented technology it has commercialized in the mobile banking space, specifically within mobile deposits. USAA is seeking that a judge declare it not infringing on MITK's patents as well as reimbursement of funds for overpayment. MITK, subsequently, has sued USAA accusing it of infringing on 5 different patents, all of which has brought the two companies to a stand-off. What are the implications for MITK going forward and how might this impact other companies in the mobile banking space?</p> <p>
  <br/>
  <em>(Click to enlarge)</em>
</p> <p>MITK is a company with a</p>   <br/><a href='http://seekingalpha.com/article/499691-what-is-bad-for-mitek-systems-is-good-for-top-image-systems?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/mitk">MITK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/lxk">LXK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/tisa">TISA</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Planet Payment: Enabling The Global Consumer</title>
      <link>http://seekingalpha.com/article/445201-planet-payment-enabling-the-global-consumer?source=feed</link>
      <guid isPermaLink="false">445201</guid>
      <content>
        <![CDATA[<p>At Micro Cap Club, we've been talking about Planet Payment (PLPM.PK). Whenever an illiquid micro cap tech stock files a registration statement with J.P. Morgan (<a href='http://seekingalpha.com/symbol/jpm' title='JPMorgan Chase & Co.'>JPM</a>), William Blair &amp; Company, Jefferies (<a href='http://seekingalpha.com/symbol/jef' title='Jefferies Group Inc.'>JEF</a>), Needham &amp; Company, Oppenheimer &amp; Co, and Canaccord Genuity on the cover, it grabs my attention. What are blue-chip banking powerhouses doing with this little micro cap company that most investors don't even know exists?</p> <p>Planet Payment is a leading provider of international payment processing and multi-currency processing services. The company has over 25,000 active merchant locations in 16 countries across the Asia Pacific, North America, Middle East, Africa, and Europe. In a nutshell Planet Payment facilitates the growing international consumer.</p> <p>Planet Payment's flagship offerings are their multi-currency processing services, which include Pay In Your Currency and Multi-Currency Pricing. These purchases enable merchants to offer customized pricing in multiple currencies and enable acquiring banks, processors and merchants to</p>            ]]>
      </content>
      <pubDate>Tue, 20 Mar 2012 08:43:02 -0400</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>At Micro Cap Club, we've been talking about Planet Payment (PLPM.PK). Whenever an illiquid micro cap tech stock files a registration statement with J.P. Morgan (<a href='http://seekingalpha.com/symbol/jpm' title='JPMorgan Chase & Co.'>JPM</a>), William Blair &amp; Company, Jefferies (<a href='http://seekingalpha.com/symbol/jef' title='Jefferies Group Inc.'>JEF</a>), Needham &amp; Company, Oppenheimer &amp; Co, and Canaccord Genuity on the cover, it grabs my attention. What are blue-chip banking powerhouses doing with this little micro cap company that most investors don't even know exists?</p> <p>Planet Payment is a leading provider of international payment processing and multi-currency processing services. The company has over 25,000 active merchant locations in 16 countries across the Asia Pacific, North America, Middle East, Africa, and Europe. In a nutshell Planet Payment facilitates the growing international consumer.</p> <p>Planet Payment's flagship offerings are their multi-currency processing services, which include Pay In Your Currency and Multi-Currency Pricing. These purchases enable merchants to offer customized pricing in multiple currencies and enable acquiring banks, processors and merchants to</p>            <br/><a href='http://seekingalpha.com/article/445201-planet-payment-enabling-the-global-consumer?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/fitb">FITB</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/gpn">GPN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/jef">JEF</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/jpm">JPM</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/ma">MA</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/mcrs">MCRS</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/v">V</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/plpm">PLPM</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/vntv">VNTV</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Should Mitek Systems Acquire Top Image Systems?</title>
      <link>http://seekingalpha.com/article/424851-should-mitek-systems-acquire-top-image-systems?source=feed</link>
      <guid isPermaLink="false">424851</guid>
      <content>
        <![CDATA[<p>One of the discussion topics on <a href="http://microcapclub.com/" rel="nofollow">Micro Cap Club</a>, has been about the possibility of Mitek Systems (<a href='http://seekingalpha.com/symbol/mitk' title='Mitek Systems Inc.'>MITK</a>) acquiring Top Image Systems (<a href='http://seekingalpha.com/symbol/tisa' title='Top Image Systems, Ltd.'>TISA</a>). Both Mitek Systems and Top Image Systems have similar stories via a history of working with large banks and leveraging those relationships to market and launch mobile banking applications.</p>   <p>Mitek Systems was incorporated in 1986 and went public in the early 1990's. The company historically provided financial institutions with advanced imaging and analytics software to authenticate and extract data from checks and other documents. The company was an unknown until 2009 when smart phone camera technology made it possible for Mitek to develop mobile apps for the banking industry. Since then Mitek has rolled out a mobile banking suite which includes Mobile Deposit®, Mobile Photo Bill Pay™, Mobile ACH™ and Mobile Balance Transfer™. Mobile Deposit has quickly gained market penetration with 250 financial institutions, including eight</p>]]>
      </content>
      <pubDate>Sat, 10 Mar 2012 19:04:45 -0500</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>One of the discussion topics on <a href="http://microcapclub.com/" rel="nofollow">Micro Cap Club</a>, has been about the possibility of Mitek Systems (<a href='http://seekingalpha.com/symbol/mitk' title='Mitek Systems Inc.'>MITK</a>) acquiring Top Image Systems (<a href='http://seekingalpha.com/symbol/tisa' title='Top Image Systems, Ltd.'>TISA</a>). Both Mitek Systems and Top Image Systems have similar stories via a history of working with large banks and leveraging those relationships to market and launch mobile banking applications.</p>   <p>Mitek Systems was incorporated in 1986 and went public in the early 1990's. The company historically provided financial institutions with advanced imaging and analytics software to authenticate and extract data from checks and other documents. The company was an unknown until 2009 when smart phone camera technology made it possible for Mitek to develop mobile apps for the banking industry. Since then Mitek has rolled out a mobile banking suite which includes Mobile Deposit®, Mobile Photo Bill Pay™, Mobile ACH™ and Mobile Balance Transfer™. Mobile Deposit has quickly gained market penetration with 250 financial institutions, including eight</p><br/><a href='http://seekingalpha.com/article/424851-should-mitek-systems-acquire-top-image-systems?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/tisa">TISA</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/mitk">MITK</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>The Best Micro Cap Funds</title>
      <link>http://seekingalpha.com/article/400581-the-best-micro-cap-funds?source=feed</link>
      <guid isPermaLink="false">400581</guid>
      <content>
        <![CDATA[<p>I invest in micro cap stocks (&lt;$300 million market cap) for a living, which is part of the reason I formed <a href="http://microcapclub.com/" rel="nofollow">Micro Cap Club</a> last year. Micro Cap Club is an exclusive venue for experienced micro cap investors to share ideas. We now have over 150 members discussing some of the best micro caps on the planet. The interesting thing is even though most people broad-brush micro cap as &quot;NOT investable&quot;, some of the greatest money managers of all time like Peter Lynch and Warren Buffet started in the micro cap - small cap arenas. As their success grew so did their assets under management, which forced them to look at larger companies. The reason these gurus started in the micro cap is because they could actually gain access to management and find that diamond in the rough before someone else did. I like to pay close attention to</p>               ]]>
      </content>
      <pubDate>Wed, 29 Feb 2012 08:08:30 -0500</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>I invest in micro cap stocks (&lt;$300 million market cap) for a living, which is part of the reason I formed <a href="http://microcapclub.com/" rel="nofollow">Micro Cap Club</a> last year. Micro Cap Club is an exclusive venue for experienced micro cap investors to share ideas. We now have over 150 members discussing some of the best micro caps on the planet. The interesting thing is even though most people broad-brush micro cap as &quot;NOT investable&quot;, some of the greatest money managers of all time like Peter Lynch and Warren Buffet started in the micro cap - small cap arenas. As their success grew so did their assets under management, which forced them to look at larger companies. The reason these gurus started in the micro cap is because they could actually gain access to management and find that diamond in the rough before someone else did. I like to pay close attention to</p>               <br/><a href='http://seekingalpha.com/article/400581-the-best-micro-cap-funds?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/aci">ACI</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/actg">ACTG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/alog">ALOG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/thrm">THRM</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/ascma">ASCMA</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/auq">AUQ</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/azz">AZZ</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/bios">BIOS</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/body">BODY</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/bofi">BOFI</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/cld">CLD</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/cmn">CMN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/crvl">CRVL</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/dllr">DLLR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/egov">EGOV</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/ephc">EPHC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/faro">FARO</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/fhn">FHN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/gca">GCA</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/ghm">GHM</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/gpx">GPX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/hibb">HIBB</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/mind">MIND</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/mrtn">MRTN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/mth">MTH</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/newp">NEWP</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nr">NR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nsit">NSIT</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/ocr">OCR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pdli">PDLI</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/powi">POWI</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/prsc">PRSC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/rex">REX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/rf">RF</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/rtec">RTEC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/rusha">RUSHA</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/trak">TRAK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/twin">TWIN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/two">TWO</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/unt">UNT</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/usap">USAP</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/usmo">USMO</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/rbgpf.pk">RBGPF.PK</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Micro Caps For 2012</title>
      <link>http://seekingalpha.com/article/317297-micro-caps-for-2012?source=feed</link>
      <guid isPermaLink="false">317297</guid>
      <content>
        <![CDATA[<p>The <a href="http://microcapclub.com/" rel="nofollow">Micro Cap Club</a> is an exclusive club for experienced micro cap investors to discuss and share ideas.  Most investors shy away from this speculative space as they view it as un-investable.  The result of this is the Micro Cap arena is one of the last bastions of market inefficiency.  Finding the needles in the haystack that have viable business models, management teams, and share structures can yield far greater returns then most other investment vehicles.  Here is a partial list of companies our members are following in 2012. A more complete list that includes some sub $1.00 priced stocks can be found <a href="http://microcapclub.com/2012/01/micro-caps-for-2012/" rel="nofollow">here</a>.</p> <p><strong>TechPrecision Corp. (<a href='http://seekingalpha.com/symbol/tpcs.ob' title='Techprecision Corporation'>TPCS.OB</a>)</strong> $0.90: The company makes large metal fabricated components for several industries including Alternative Energy, Nuclear, Med-Tech, Aerospace &amp; Defense, and Industrial. TechPrecision is expected to grow revenues 50% next year to $60 million and earn 20c+ fully diluted after tax.</p>              ]]>
      </content>
      <pubDate>Wed, 04 Jan 2012 07:57:47 -0500</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>The <a href="http://microcapclub.com/" rel="nofollow">Micro Cap Club</a> is an exclusive club for experienced micro cap investors to discuss and share ideas.  Most investors shy away from this speculative space as they view it as un-investable.  The result of this is the Micro Cap arena is one of the last bastions of market inefficiency.  Finding the needles in the haystack that have viable business models, management teams, and share structures can yield far greater returns then most other investment vehicles.  Here is a partial list of companies our members are following in 2012. A more complete list that includes some sub $1.00 priced stocks can be found <a href="http://microcapclub.com/2012/01/micro-caps-for-2012/" rel="nofollow">here</a>.</p> <p><strong>TechPrecision Corp. (<a href='http://seekingalpha.com/symbol/tpcs.ob' title='Techprecision Corporation'>TPCS.OB</a>)</strong> $0.90: The company makes large metal fabricated components for several industries including Alternative Energy, Nuclear, Med-Tech, Aerospace &amp; Defense, and Industrial. TechPrecision is expected to grow revenues 50% next year to $60 million and earn 20c+ fully diluted after tax.</p>              <br/><a href='http://seekingalpha.com/article/317297-micro-caps-for-2012?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/tpcs.ob">TPCS.OB</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pstx.ob">PSTX.OB</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/xwes">XWES</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/amhpf.pk">AMHPF.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/bone">BONE</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/plpm">PLPM</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nssc">NSSC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/spin.pk">SPIN.PK</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>All Eyes On Verde Potash</title>
      <link>http://seekingalpha.com/article/313256-all-eyes-on-verde-potash?source=feed</link>
      <guid isPermaLink="false">313256</guid>
      <content>
        <![CDATA[<p>A majority of potash production comes from the “potash cartels” of Canpotex and the Belorussian Potash Company.<span>  </span>Canpotex is made up of Agrium (<a href='http://seekingalpha.com/symbol/agu' title='Agrium Inc.'>AGU</a>), Mosaic (<a href='http://seekingalpha.com/symbol/mos' title='The Mosaic Company'>MOS</a>), and Potash Corp (<a href='http://seekingalpha.com/symbol/pot' title='Potash Corporation of Saskatchewan Inc.'>POT</a>).<span>  </span>Verde Potash (<a href='http://seekingalpha.com/symbol/amhpf.pk' title='Amazon Mining Hldg'>AMHPF.PK</a>) is developing a technology that could disrupt the major potash producer’s cartel-like grip on the industry.<span>  </span><a href="http://finance.yahoo.com/news/Verde-Potash-Successfully-cnw-2801474531.html?x=0" rel="nofollow">Verde announced two weeks ago</a> it has successfully produced KCl using the company’s patented Cambridge Process from its potash rich rock resource.<span>  </span>A Preliminary Economic Assessment &#40;PEA&#41; is expected in Q1 2012 showing CapEx and OpEx requirements.<span>  </span>Analysts say if the PEA shows an economically favorable outcome, it could upturn the potash markets, as Verde’s resource is large enough to supply all of Brazil’s demand.<span>   </span></p><p>Over the next decade Brazil is expected to become an agricultural super power, thus making it one of the largest users of potash fertilizers on the planet.<span>  </span>Brazil has 500 million hectares of potentially arable</p>]]>
      </content>
      <pubDate>Mon, 12 Dec 2011 10:18:11 -0500</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>A majority of potash production comes from the “potash cartels” of Canpotex and the Belorussian Potash Company.<span>  </span>Canpotex is made up of Agrium (<a href='http://seekingalpha.com/symbol/agu' title='Agrium Inc.'>AGU</a>), Mosaic (<a href='http://seekingalpha.com/symbol/mos' title='The Mosaic Company'>MOS</a>), and Potash Corp (<a href='http://seekingalpha.com/symbol/pot' title='Potash Corporation of Saskatchewan Inc.'>POT</a>).<span>  </span>Verde Potash (<a href='http://seekingalpha.com/symbol/amhpf.pk' title='Amazon Mining Hldg'>AMHPF.PK</a>) is developing a technology that could disrupt the major potash producer’s cartel-like grip on the industry.<span>  </span><a href="http://finance.yahoo.com/news/Verde-Potash-Successfully-cnw-2801474531.html?x=0" rel="nofollow">Verde announced two weeks ago</a> it has successfully produced KCl using the company’s patented Cambridge Process from its potash rich rock resource.<span>  </span>A Preliminary Economic Assessment &#40;PEA&#41; is expected in Q1 2012 showing CapEx and OpEx requirements.<span>  </span>Analysts say if the PEA shows an economically favorable outcome, it could upturn the potash markets, as Verde’s resource is large enough to supply all of Brazil’s demand.<span>   </span></p><p>Over the next decade Brazil is expected to become an agricultural super power, thus making it one of the largest users of potash fertilizers on the planet.<span>  </span>Brazil has 500 million hectares of potentially arable</p><br/><a href='http://seekingalpha.com/article/313256-all-eyes-on-verde-potash?source=feed'>Complete Story &raquo;</a>]]>
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      <category type="symbol" link="http://seekingalpha.com/symbol/amhpf.pk">AMHPF.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pot">POT</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/vale">VALE</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/agu">AGU</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/mos">MOS</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Micro Cap Oil And Gas Companies Doubling Production</title>
      <link>http://seekingalpha.com/article/311840-micro-cap-oil-and-gas-companies-doubling-production?source=feed</link>
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      <content>
        <![CDATA[<p>
  <br/>
  <em>(Click to enlarge)</em>
</p> <p>Oil and natural gas account for more than 60% of our energy in the United States.  The U.S. is the world's third- largest producer, with more than 500,000 producing wells that produce almost 2 billion BOE per year.  Currently 25% of this production is offshore while the remainder is produced on shore.  Within the United States 31 states produce Crude Oil, while 33 states produce Natural Gas.  Unconventional natural gas via Coal bed methane and shale gas, have increased in activity through the years.   As a micro cap investor, I’m mainly drawn to the smaller oil and gas producers with strong production profiles that have properties in the most prolific fields. Here are a few oil &amp; gas micro caps that we’ve been discussing at MicroCapClub.</p> <p><strong> American Standard Energy Corp (<a href='http://seekingalpha.com/symbol/asen.ob' title='American Standard Energy Corp.'>ASEN.OB</a>), $3.60 PPS, $142m market cap:</strong> American Standard was formed about a year ago to</p>   ]]>
      </content>
      <pubDate>Mon, 05 Dec 2011 10:36:21 -0500</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>
  <br/>
  <em>(Click to enlarge)</em>
</p> <p>Oil and natural gas account for more than 60% of our energy in the United States.  The U.S. is the world's third- largest producer, with more than 500,000 producing wells that produce almost 2 billion BOE per year.  Currently 25% of this production is offshore while the remainder is produced on shore.  Within the United States 31 states produce Crude Oil, while 33 states produce Natural Gas.  Unconventional natural gas via Coal bed methane and shale gas, have increased in activity through the years.   As a micro cap investor, I’m mainly drawn to the smaller oil and gas producers with strong production profiles that have properties in the most prolific fields. Here are a few oil &amp; gas micro caps that we’ve been discussing at MicroCapClub.</p> <p><strong> American Standard Energy Corp (<a href='http://seekingalpha.com/symbol/asen.ob' title='American Standard Energy Corp.'>ASEN.OB</a>), $3.60 PPS, $142m market cap:</strong> American Standard was formed about a year ago to</p>   <br/><a href='http://seekingalpha.com/article/311840-micro-cap-oil-and-gas-companies-doubling-production?source=feed'>Complete Story &raquo;</a>]]>
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      <category type="symbol" link="http://seekingalpha.com/symbol/eox">EOX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/asen.ob">ASEN.OB</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/syrg">SYRG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/chk">CHK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nbl">NBL</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/eog">EOG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/apc">APC</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Micro Cap Medical Technology Companies</title>
      <link>http://seekingalpha.com/article/308935-micro-cap-medical-technology-companies?source=feed</link>
      <guid isPermaLink="false">308935</guid>
      <content>
        <![CDATA[<p>As a full time investor in micro cap companies, I’ve been drawn in recent years to companies focusing on medical technology.  Medical technology broadly includes medical devices, information technology, biotech, and healthcare services.  The PowerShares S&amp;P SmallCap Health Care Fund (<a href='http://seekingalpha.com/symbol/psch' title='PowerShares S&P SmallCap Health Care Portfolio ETF'>PSCH</a>) is up 18% the last 12 months, while the S&amp;P is up 5%.  Micro-small cap medical technology companies seem to do fairly well in good and bad macro environments.  As many large cap players have flat lining growth curves, they will likely look toward acquiring growth through M&amp;A.  Here is a list of med-tech micro cap companies that we are currently discussing at <a href="http://microcapclub.com/" rel="nofollow">MicroCapClub</a>.</p> <p><strong>Bacterin International Holdings, Inc (<a href='http://seekingalpha.com/symbol/bone' title='Bacterin International Holdings, Inc.'>BONE</a>), PPS $2.95, $117m market cap</strong>: Bacterin has grown revenues 100% per year for the last three years (based on FY 2011 Guidance), and is expected to grow 70% in 2012. The company operates two divisions: The Biologics division</p>      ]]>
      </content>
      <pubDate>Fri, 18 Nov 2011 13:01:27 -0500</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>As a full time investor in micro cap companies, I’ve been drawn in recent years to companies focusing on medical technology.  Medical technology broadly includes medical devices, information technology, biotech, and healthcare services.  The PowerShares S&amp;P SmallCap Health Care Fund (<a href='http://seekingalpha.com/symbol/psch' title='PowerShares S&P SmallCap Health Care Portfolio ETF'>PSCH</a>) is up 18% the last 12 months, while the S&amp;P is up 5%.  Micro-small cap medical technology companies seem to do fairly well in good and bad macro environments.  As many large cap players have flat lining growth curves, they will likely look toward acquiring growth through M&amp;A.  Here is a list of med-tech micro cap companies that we are currently discussing at <a href="http://microcapclub.com/" rel="nofollow">MicroCapClub</a>.</p> <p><strong>Bacterin International Holdings, Inc (<a href='http://seekingalpha.com/symbol/bone' title='Bacterin International Holdings, Inc.'>BONE</a>), PPS $2.95, $117m market cap</strong>: Bacterin has grown revenues 100% per year for the last three years (based on FY 2011 Guidance), and is expected to grow 70% in 2012. The company operates two divisions: The Biologics division</p>      <br/><a href='http://seekingalpha.com/article/308935-micro-cap-medical-technology-companies?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/bone">BONE</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/rgdx">RGDX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pstx.ob">PSTX.OB</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/vrsef.pk">VRSEF.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/zyxi.pk">ZYXI.PK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/psch">PSCH</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
    </item>
    <item>
      <title>Micro Cap Growth Companies That Pay A Dividend</title>
      <link>http://seekingalpha.com/article/306985-micro-cap-growth-companies-that-pay-a-dividend?source=feed</link>
      <guid isPermaLink="false">306985</guid>
      <content>
        <![CDATA[<p>As a full time micro cap investor I’m always attracted to growth companies that also pay a meaningful dividend.  Growth is what drives a stock price, but dividends provide at the very least a perceived floor as long as the company is fundamentally sound.  In uncertain times investors look for certainty or companies that literally put cash back in your pocket.  Here are three micro cap growth stocks that pay a meaningful dividend.</p> <p><strong> </strong><strong>The Cash Store (<a href='http://seekingalpha.com/symbol/csfs' title='The Cash Store Financial Services Inc.'>CSFS</a>), $8.70 PPS, $150 million market cap, 5.4% Dividend Yield:</strong>  The Cash Store is a leading provider of alternative financial products and services in Canada with a growing presence in the U.K. It acts as a broker to facilitate short-term advances and provide other financial services. The company provides various alternative financial products, including payday loans, signature loans, check cashing, injury loans, prepaid <span>MasterCards, money transfer services, prepaid phone cards, title loans, payment</span></p>  ]]>
      </content>
      <pubDate>Thu, 10 Nov 2011 11:48:38 -0500</pubDate>
      <author>Ian Cassel</author>
      <description>
        <![CDATA[<p>As a full time micro cap investor I’m always attracted to growth companies that also pay a meaningful dividend.  Growth is what drives a stock price, but dividends provide at the very least a perceived floor as long as the company is fundamentally sound.  In uncertain times investors look for certainty or companies that literally put cash back in your pocket.  Here are three micro cap growth stocks that pay a meaningful dividend.</p> <p><strong> </strong><strong>The Cash Store (<a href='http://seekingalpha.com/symbol/csfs' title='The Cash Store Financial Services Inc.'>CSFS</a>), $8.70 PPS, $150 million market cap, 5.4% Dividend Yield:</strong>  The Cash Store is a leading provider of alternative financial products and services in Canada with a growing presence in the U.K. It acts as a broker to facilitate short-term advances and provide other financial services. The company provides various alternative financial products, including payday loans, signature loans, check cashing, injury loans, prepaid <span>MasterCards, money transfer services, prepaid phone cards, title loans, payment</span></p>  <br/><a href='http://seekingalpha.com/article/306985-micro-cap-growth-companies-that-pay-a-dividend?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/csfs">CSFS</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/tess">TESS</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pmd">PMD</category>
      <category type="author" link="http://seekingalpha.com/author/ian-cassel">Ian Cassel</category>
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