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Should I Make A Company Visit?
UNBELIEVABLE…..can mean one of two things after leaving a micro cap company. I'm either amazed at where the stock is priced for what they have in house and want to buy more or I'm shocked that the company is even in business. Obviously, as micro cap investors we look at all the essentials when evaluating a company. Several questions come up while evaluating a micro cap during the due diligence period. Does the company ….have less than 75m shares out? Debt? High Growth phase? Close to breakeven? Operations producing cash? Need to raise money? High Margin recurring revenue model? Hiring….who? Management team background? These are just a few steps I like to take while evaluating a company. Taking the time and energy to travel is well worth the money spent. Just to name a few of the companies that I've visited over the past year have been SPIN, BFDI, RVUE, OPCO, ESPH, LBMH, TOOT, FLXT, VTNR, INMG, ZYXI, & CTDH.
Making the Visit:
When I make a company visit I literally act as a sponge and try and soak up everything I can. I always like to get a tour of the facility first and have the CEO or Operations guy give the tour. As we all know there are several different kinds of businesses so more are exciting than others. I try and communicate with several different employees while I'm visiting. Learning how the employees enjoy working in the workplace is very important. Understanding the infrastructure that is set up is very valuable. I'm an operations guy so seeing the company at work and seeing how they make product is always valuable. Companies in a growth phase are typically acquiring new buildings to expand. Sometimes it's appropriate to visit each year to see the progress that has been made from your prior visit.
Continued: microcapclub.com/2012/03/should-i-make-a.../
Micro Cap Club Interview With John Moore CEO Of Acorn Energy (ACFN)
microcapclub.com/2012/03/micro-cap-club-.../
Micro Cap Club Radio Program
microcapclub.com/2012/03/micro-cap-club-.../
Disclosure: I am long SPIN.PK, RVUEE.OB.
Additional disclosure: Micro Cap Club members are long all companies mentioned.