CANOF: Conversation with CEO “Conviction-Altering” | GeoWire Weekly No. 144

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Highlights

• Smaller Cap Indexes Outpace Larger Counterparts For First Time in a While.
• TSSI Flexes Muscles With 36% weekly increase.
• CANOF (TSXV:.CNO) Rises 105% For The Week; Key Takeaways From Our Live Interview With CEO
• Acquisition of HERXF (TSX:HRX) Confirms Our Bullish Stance on Aerospace Industry; Bodes Well For 2 of our Model Portfolio Holdings in Same Industry, which we Believe Have Both Short And Long Term Multibagger Potential.

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This week was certainly eventful. The smaller cap indexes, specifically the iShares Russell 2000 ETF (IWM) and the iShares Microcap ETF (IWC), saw significant rises of 5.39% and 7.47%, respectively. They easily outperformed larger indexes like the NASDAQ (3.76%) and SPY (0.85%).

It’s refreshing to see the microcaps rebound after a somewhat tepid last two months, during which many stocks we track were down significantly from their highs. On this point, in our June 2024 Review monthly newsletter, you might have noticed that we adjusted our Model Portfolio/Screen performance table to reflect stocks rising only more than 10%. We did this to be able to actually include about the same amount of stocks we are usually able to highlight when using our usual 20% to 25% benchmark.

So, this rally in the smaller cap market, spurred by the recently reported cool inflation numbers,  marks the first major movement since the end of 2023, when it rose nearly 30% in the last 2 months of 2023.

Sorry, TSSI Headlines Again

Focusing on our coverage universe, once again, data center integration company, Tss Inc (OTCQB:TSSI), continued to flex its muscles with a 36% increase over the week, closing at $3.40. This came after a brief (albeit sharp) intraday pullback on Wednesday, when it touched $2.25 following a Twitter post by a well-respected investor, mentioning he trimmed his large position.

Then on Friday, Pipeline Data Founder Mark Gomes featured TSSI as his top pick during his usual 2:00 PM EST live YouTube session, which helped the stock reach a new 52-week and all-time high since we first added it to our Model Portfolios in 2017. You can see some of our in depth coverage of TSSI here (site visit) and here (reflection on the stock’s multibagger returns).

California Nanotech – Better Late Than Never; Stock Rises 105% For The Week

Another major highlight was the significant advance by California Nanotechnologies Cor (OOTC:CANOF) (TSXV:CNO), a company that creates and shapes solid products for its customers using nanomaterials and advanced materials. As you may know, during our open forum on July 2, we expressed interest in hosting a fireside chat with the CEO due to the company’s strong Q4 2024 results release on June 27. 

Then, the company released record-breaking Q1 2025 earnings on July 10,, prompting us to include the stock in our Run to $1 Model Portfolio at $0.37…

…1 day before the scheduled chat we were able to secure with the CEO, which can be watched below.

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