Rewinding September 2024 To Spotlight A Potpourri of Management and Peer Skull Sessions [GeoWire Weekly No. 156]
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Highlights
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This week, we’d like to rewind the month of September and quickly spotlight a few of clips from Skull Sessions that we held – clips that we promised we’d extract with hopes that they’d inspire you to watch the rest of the events in case you missed them. They included 4 microcap management executive Skull Sessions and 2 talks with investing peers, both of which spoke with us about some bullish stock pitches.
9/4/2024 Fireside Chat with Dr. Abinand Rangesh, CEO of Tecogen, Inc. (TGEN)
In this clip from our Skull Session Fireside Chat with Tecogen Inc (OTC:TGEN) CEO Dr. Abinand Rangesh on September 4, 2024, Abinand outlines the company’s evolution from its origins as part of Thermoelectron (now Thermo Fisher) to its current focus on cogeneration products.
Initially centered on residential markets, Tecogen is now pivoting to address broader opportunities, particularly as power shortages arise nationwide. With changing energy policies, especially in places like New York, and growing demand from sectors like data centers, Tecogen is positioning itself to expand. Rangesh’s strategic vision for the next 5-10 years includes enhanced production capabilities and a focus on both chillers and cogeneration solutions to capitalize on future market needs.
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9/17/2024 Investor Insights Skull Session with Founder of Deep Sail Capital
In this clip from our Investor Insights Skull Session with Sean Westropp, Founder of Deep Sail Capital on September 17, 2024, Sean shares his approach to shorting stocks, focusing on low-quality, “fraudulent” stocks like pump-and-dumps or companies dependent on constant capital raises.
Recently, even high-quality stocks like Costco, which is overvalued, have become short candidates due to inflated valuations. Sean explains his “basket” shorting approach—diversifying across 30-40 low-quality names to manage risk. He highlights “zombie” stocks, remnants of the 2021 IPO and SPAC boom, which struggle to generate revenue and rely on raising funds to survive. These companies are prime short targets, as they are likely to collapse under financial strain.
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9/19/2024 Fireside Chat with Covalon Technologies (CVALF) (COV.V) CEO Brent Ashton
In this clip from our Fireside Chat Skull Session with Brent Ashton, CEO of Covalon Technologies on September 19, 2024, Brent shares insights on the company’s mission and his personal journey.
Covalon focuses on compassionate care through innovative and cost-effective solutions that improve patient and clinician experiences. Ashton emphasizes the importance of delivering differentiated products that reduce infection risks and enhance care quality. Reflecting on his experience at 3M and BD, he highlights the lessons learned from managing large portfolios and acquisitions. Ashton’s transition to Covalon was driven by a desire to lead in an area he knows well, where smaller companies like Covalon can be more agile and responsive in a changing medtech landscape.
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9/20/2024 Fireside Chat with TSS Inc. (TSSI) CEO Darryll Dewan and CFO Daniel Chism
In this clip from our Fireside Chat Skull Session with Tss, Inc. (OTCQB:TSSI) CEO Darryll Dewan and CFO Daniel Chism on September 20, 2024, Darryl reflects on his journey and the company’s growth since joining in November 2022.
With a background at Dell and other major tech firms, Dewan highlights the transformation of TSS, including its strong partnerships, notably with Dell. TSS has expanded its core business in rack integration, modular data centers, and procurement. Dewan emphasizes optimizing operational flow under Todd Merritt, recently promoted to COO. CFO Daniel Chism, with 20 years of experience, shares his focus on TSSI’s vision.
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In this clip from our Management Morning Briefing Skull Session with Cipher Pharmaceuticals, Inc. (OTC:CPHRF) CEO Craig Mull on September 24, 2024, Craig explains how Moberg’s unexpected press release on September 13 caused a significant drop in their stock, impacting Cipher’s stock in sympathy.
Moberg had received a small, unanticipated subset of data from their Phase 3 trial for a nail fungus treatment, which raised concerns about meeting their clinical endpoints—mycological cure (fungus elimination) and cosmetic cure (nail appearance). Although the data subset was small, Moberg expressed doubts about hitting their FDA-projected goals. On legal advice, they disclosed these concerns, which led to a sharp decline in their stock value, indirectly affecting Cipher Pharmaceuticals as well.
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The post Rewinding September 2024 To Spotlight A Potpourri of Management and Peer Skull Sessions [GeoWire Weekly No. 156] appeared first on GeoInvesting.
Source: https://geoinvesting.com/rewinding-september-2024-to-spotlight-a-potpourri-of-management-and-peer-skull-sessions/
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