The LongView

The LongView

Share this post

The LongView
The LongView
Recently IPO'd Microcap with Multiple Catalysts in 2025 and 2-3x Upside
Copy link
Facebook
Email
Notes
More

Recently IPO'd Microcap with Multiple Catalysts in 2025 and 2-3x Upside

Hard to model microcap due for an earnings boost from recent and upcoming acquisitions.

Matas Baliukonis's avatar
Matas Baliukonis
Feb 24, 2025
∙ Paid
8

Share this post

The LongView
The LongView
Recently IPO'd Microcap with Multiple Catalysts in 2025 and 2-3x Upside
Copy link
Facebook
Email
Notes
More
2
Share

Some quick info: These more detailed, higher-return potential plays will be under a pay lock but will become free to read once they hit a 40% gain. Quarterly portfolio reviews and occasional writeups will be accessible to all subscribers.


Today’s pitch is quite simple. A recently IPO’d ~$90M micro-cap company finalized a highly accretive acquisition at the end of last quarter for around 5.25x P/E that will significantly improve its earnings profile starting with subsequent earnings. Additionally, the company is profitable and now has 16.9 million in cash, likely to be used at least partly for other acquisitions, which I suspect could be announced as soon as 2025. I see a 150-300% upside over the next 28 months.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Matas Baliukonis
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More