Q3 Favorite Earnings Reports Review with Sebastian Krog [GeoWire Weekly No. 215] | 🇺🇸 REOP ITRN SMTI BURCA ACFN MG PRPO MUEL 🇨🇦 DBO.TO WOLF.V CTEK.V URL.CN

If you are a premium member make sure you sign in to see All the exclusive content In This Issue.

SIGN IN

This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting key moves, missed signals, and overlooked opportunities in our 1,500+ coverage universe built since 2009.

—

If you enjoy performing press release research or think you will see value in a tool that expedites your press release research process, you should check out a press release tool my team is building by going here. It basically aggregates all microcap press releases in a convenient platform and allows you to search, filter by symbol and keywords, as well as categories. You are now able to create a free account on this application. This is important because it lets you experience the NEW, powerful research capabilities of the tool before it’s officially launched. Create your free account here.

—

Summary Of What’s In This Weekly Wrap-Up

This week, Sebastian Krog (@SebKrog) and I dug into the Q3 2025 earnings season, covering a wide range of microcap ideas in Canada and the United States microcap names. Personally, I stepped away from talking about technology stocks and focused on cheap, boring, deep value choices with P/E ratios under 10x. My bet is that growth will accelerate for these companies, leading to an upward revision in their valuation in multiples. You can catch it on Seb’s Substack, Treasure Hunting.

Key takeaways from our discussion that we will dig deeper into in this post, include:

• Reo Plastics, Inc. (OOTC:REOP), a plastics injection-molding company: Initial thoughts on recent capacity expansion and its potential impact.
• D-box Technologies, Inc. (OOTC:DBOXF) (TSX:DBO), a haptic‑motion and immersive‑experience company: Updates on the royalty model and near-term revenue considerations.
• Ituran Location and Control Ltd (NASDAQ:ITRN), a telematics company: Subscriber growth and recurring-revenue profile continue to stand out.
• Sanara Medtech Inc. (NASDAQ:SMTI), a medical device company: Segment performance and the recent platform shutdown were addressed.
• Burnham Holdings, Inc. (OOTC:BURCA), a heating, ventilation, and air conditioning (HVAC) manufacturer: Operational changes and asset activity evaluated in the context of broader value opportunities.
• Wolfspeed, Inc. (NYSE:WOLF).V, a small animal-health/pharmacy-compounding business: Acquisition-driven growth and compounding business lines remain a focus.
• Acorn Energy, Inc. (NASDAQ:ACFN), a remote‑monitoring and control solutions company: Contract timing updates and near-term revenue mix shifts highlighted.
• $CTEK.V, a provider of wastewater management and sustainable lighting solutions: Early-stage turnaround story continues, with recent results and leverage position discussed.
• Mistras Group Inc (NYSE:MG), an industrial inspection and asset-monitoring company: Management’s push into higher-value, data-centric initiatives reviewed.
• Precipio, Inc. (NASDAQ:PRPO), a diagnostics company focused on blood-cancer testing: Growth trajectory and shift toward profitability rounded out the conversation.

You can also catch up on earlier earnings review installments with Sebastian covering Q2 2025, Q1 2025, Q4 2024, and Q3 2024 earnings. 

In addition to the Q3 earnings review with Sebastian, Mueller (paul) Co. (OOTC:MUEL)

——

Sorry, the full post is only available for paying subscribers. If you are already a paying subscriber, please make sure you are logged in. To become a paying subscriber please click on the link below

(We also offer a new very popular monthly subscription option).

gain Exposure to our expanded coverage on Our 1500+ Microcap Universe, Subscribe below.

SIGN IN

200+ multibaggers and counting

---

---

GeoInvesting is a premier research platform for microcap investors, dedicated to uncovering high-potential stock ideas in undervalued companies across various sectors. With over 30 years of investing experience, GeoInvesting has covered more than 1,500 equities, providing often actionable proprietary research. The platform has been instrumental in identifying 200+ multibagger stocks, and offers investors exclusive access to over 600 management interview clips, allowing for deeper due diligence and understanding of the microcap stocks, many of which make it to market-beating premium Model Portfolios. Join the GeoInvesting community for the best stock research and microcap insights to help you stay ahead in the market. To learn more about our Premium Services, go here.. (https://geoinvesting.com/premium-research/)

The post Q3 Favorite Earnings Reports Review with Sebastian Krog [GeoWire Weekly No. 215] | 🇺🇸 REOP ITRN SMTI BURCA ACFN MG PRPO MUEL 🇨🇦 DBO.TO WOLF.V CTEK.V URL.CN appeared first on GeoInvesting.

Source: https://geoinvesting.com/q3-favorite-earnings-reports-review-with-sebastian-krog-geowire-weekly-no-215/