Sidoti Conference

[Saluki]

Lots of microcap names presenting today and tomorrow.  It's free to watch on Zoom with the link below.

 

https://sidoti.meetmax.com/sched/event_121351/conference_presentations.html?bank_access=0&event_id=121351

 

I've always wondered why the signal to noise ratio is so low at conferences like this. This one is free to listen, but $6k if you want to present     I assume the other microcap stuff is a similar business model. 

[gfp]

Should be good for a quick pop in illiquid Alico when they say their stuff.  Unless they are such jerks that everyone is turned off by their vibe.  I wonder why Alico would bother presenting at a conference like this.

 

I haven't heard of any of the other companies that are presenting - is there anything familiar to you there?

[Marco Van Basten]

38 minutes ago, gfp said:

Should be good for a quick pop in illiquid Alico when they say their stuff.  Unless they are such jerks that everyone is turned off by their vibe.  I wonder why Alico would bother presenting at a conference like this.

 

I haven't heard of any of the other companies that are presenting - is there anything familiar to you there?

I own Arcosa.  

[gfp]

3 minutes ago, Marco Van Basten said:

I own Arcosa.  

 

Oh thanks - I had missed that there was a 2nd day with more companies

[Saluki]

Besides Alico, I've heard of Itafos. It's the type of commodity sh1tco that I tell myself to keep away from but sometimes get tempted. They have a potash thing in Iowa or Idaho, I think, and I hear about it because Intrepid Potash is a trading sardine for me. Both have doubled in the past year because of Trump Canada tariffs, but they also had huge spikes during the Ukraine conflict. But there is no shortage of Potash, just geopolitical spikes now and then. 

 

PETS is also presenting tomorrow. I have a very small position and a couple of options. Earnings are out today after the close and I don't think it can get beaten down further, and a couple of quarters ago it had a 40% pop after earnings that it gave up quickly, so might be a good trading sardine too. 

[gfp]

8 minutes ago, Saluki said:

Besides Alico, I've heard of Itafos. It's the type of commodity sh1tco that I tell myself to keep away from but sometimes get tempted. They have a potash thing in Iowa or Idaho, I think, and I hear about it because Intrepid Potash is a trading sardine for me. Both have doubled in the past year because of Trump Canada tariffs, but they also had huge spikes during the Ukraine conflict. But there is no shortage of Potash, just geopolitical spikes now and then. 

 

PETS is also presenting tomorrow. I have a very small position and a couple of options. Earnings are out today after the close and I don't think it can get beaten down further, and a couple of quarters ago it had a 40% pop after earnings that it gave up quickly, so might be a good trading sardine too. 

 

Oh nice!  I ordered Sentinel and NexGard from them during the quarter.  

 

I didn't realize they were in Delray Beach.  I love Delray Beach

[LC]

No comment on the names pitched here, but Peter Sidoti is a really nice guy, 10/10.

A relative of his was also my pediatrician as a kid  

[Saluki]

4 minutes ago, LC said:

No comment on the names pitched here, but Peter Sidoti is a really nice guy, 10/10.

A relative of his was also my pediatrician as a kid  

 

I don't know anything about him, was just curious about the selection process. To be fair, I googled another conference after that one and it was also free for investors but $18k for presenters   I was curious because a pre-revenue company that I was looking at presented at both (and a few others). Not a great way to spend investors money if you don't have sales, IMHO.