MicroCapClub

In this Business Breakdown, David Barbato and Jeff Kowal sit down with Cybeats Technologies’s (CYBT/CYBT.CN) CEO Justin Leger
The company was originally profiled by MicroCapClub member "Valueseeker123" on September 15, 2025, at $0.13 CAD per share. 
This discussion took place live on February 9th, 2026, on the MicroCapClub Community. 
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In this conversation, Justin Lagier, CEO of Cybeats Technologies, discusses the importance of Software Bill of Materials (SBOM) management in cybersecurity. He explains the regulatory landscape driving the need for SBOMs, the company's business model, customer retention strategies, and the competitive landscape. Justin also shares insights on the sales cycle, implementation process, and the expertise of the team behind SciBits. The conversation highlights the company's growth potential and the challenges it faces in the evolving cybersecurity market.
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Chapters
00:00 Introduction to SciBits Technologies and SBOM Management
04:40 Understanding SBOMs and Their Importance
07:40 Regulatory Landscape and Compliance Requirements
10:24 Business Model and Customer Retention
13:35 Market Strategy and Customer Engagement
16:19 Growth Potential and Pipeline Overview
19:19 Competitive Landscape and Differentiation
22:54 The Evolution of SBOM and AI Integration
25:59 Customer Success Stories and Expansion
28:35 Challenges and Future Outlook
35:45 Exploring the Keysight Partnership
40:53 Cassie Crossley: A Key Addition to the Team
42:51 Navigating the Landscape of Software Supply Chain Security
47:58 Financial Health and Future Opportunities
53:44 Understanding the Sales Cycle and Customer Retention
58:44 Global Regulatory Trends and Market Opportunities
01:01:50 Motivation and Vision for the Future
01:04:38 The Challenges of Being a Public Company CEO
Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

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In this Club Conversation, Dave Waters from Alluvial Capital, shares his unique journey into the world of investment management, highlighting his non-traditional background and the evolution of his investment philosophy. He discusses the concept of 'arbitrage of inconvenience' in micro-cap investing, the challenges of illiquidity, and the intricacies of expert markets. Waters emphasizes the importance of understanding why companies are public and how to value non-reporting companies. He also explores the role of catalysts in investment decisions, shares insights on international investment opportunities, and reflects on case studies of both successful and unsuccessful investments. Throughout the discussion, he provides valuable lessons on avoiding common investment mistakes and introduces his Tactile Fund strategy, which focuses on unique physical assets. Finally, Waters expresses his passion for investing and the importance of continuous learning, while also considering the future of investing education for his children.

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✉️ David’s X (Twitter) - https://x.com/Valuehunte

Chapters
00:00 Introduction to Dave Waters and His Journey
08:30 Investment Philosophy: Arbitrage of Inconvenience
13:24 Navigating Illiquidity in Micro Cap Investments
17:40 Understanding Expert Markets and Their Opportunities
21:34 Valuation Challenges in Non-Reporting Companies
25:41 The Role of Catalysts in Investment Decisions
29:56 Exploring International Investment Opportunities
31:19 Investment Strategies and Market Trends
32:56 Case Studies: Successes and Failures
40:56 Lessons Learned from Investment Mistakes
42:06 Avoiding Common Investment Pitfalls
45:50 Introducing the Tactile Fund
50:50 Managing Multiple Investment Strategies
54:46 The Passion for Investing and Continuous Learning

Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

In this Business Breakdown, David Barbato and Christian Schmidt sit down withIntelligent Monitoring Group Ltd (IMB.AX) MD Dennison Hambling, and HBI Shenin Singh.
The company was originally profiled by MicroCapClub member "Schmidt" on May 31, 2024, at $0.34 AUD per share. 
This discussion took place live on January 30th, 2026, on the MicroCapClub Community. 
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In this conversation, Denison Hambling and Shenin Singh from Intelligent Monitoring Group discuss their professional backgrounds, the evolution of their business model, and the strategic vision for the future. They delve into the impact of AI technology on security solutions, the importance of delivery and growth, and their approach to mergers and acquisitions. The discussion highlights the unique position of IMG in the security market and its focus on innovative video guarding technology, which aims to replace traditional security measures with more effective solutions. The conversation concludes with insights into capital allocation and the company's optimistic outlook for the future. 
✉️ Share your feedback - [email protected]
✉️ David’s X (Twitter) - https://x.com/Valuehunte 
Chapters
00:00 Introduction to Intelligent Monitoring Group
05:13 Overview of Intelligent Monitoring Group's Business Model
11:37 Strategic Vision and Market Positioning
18:29 Technological Advancements in Security Monitoring
26:44 Focus on Delivery and Organizational Culture
33:56 Recent Acquisition and Future Growth Plans
36:03 Reviving a Forgotten Business
39:26 Strategic Capital Allocation
42:59 Navigating Market Opportunities
46:03 Revolutionizing Video Guarding Technology
53:32 Understanding EBITDA to Free Cash Flow
57:34 Future Acquisition Strategies
Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

In this conversation, Peter Shippen, CEO of Paragon Advanced Labs, discusses the innovative approach of his company in the mining industry, particularly focusing on their unique assay services using Photon Assay technology. He elaborates on the challenges faced by traditional assay methods, the strategic partnerships that bolster their market position, and the operational model that allows for rapid growth and customer engagement. The discussion also touches on future growth prospects, capital allocation strategies, and the importance of non-destructive testing in the mining sector.

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About MicroCapClub 
MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $1B market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 1500+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view-only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena.
For more information: https://microcapclub.com
✉️ Share your feedback - [email protected]
✉️ David’s X (Twitter) - https://x.com/Valuehunte 

Chapters
00:00 Introduction to Paragon Advanced Labs
04:24 The Birth of Paragon and Its Unique Proposition
07:21 Innovative Technology in Assaying
13:35 Photon Assay: A Game Changer for Mining
16:26 Business Model and Financial Projections
16:37 Strategic Partnerships and Competitive Advantages
23:09 Marketing and Customer Acquisition Strategies
31:32 Hub and Spoke Business Model
34:09 Navigating a Competitive Lab Landscape
36:25 Innovative Partnerships and Customer-Centric Solutions
37:45 Addressing Turnaround Time Challenges
39:49 Photon Assay: A Key Differentiator
42:28 Supply Chain Dynamics and Machine Production
45:25 Capital Allocation and Future Growth
48:31 Pricing Strategy and Market Positioning
52:03 The Importance of Sample Retention
57:43 Future Dynamics with Chrysos and Market Competition
01:02:17 Adapting to Emerging Technologies

Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

In this Business Breakdown, David Barbato and John LaGourgue sit down with LibertyStream Infrastructure’s (LIB.V; VLTLF) CEO Alex Wylie.

The company was originally profiled by MicroCapClub member "John LaGourgue" on October 14, 2025, at $0.40 CAD per share. 

This discussion took place live on January 30th, 2026, on the MicroCapClub Community. 

Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/

In this conversation, Alex Wylie, CEO of Liberty Stream Infrastructure, discusses the company's innovative approach to lithium extraction from oilfield brines. He outlines the operational strategies, including the importance of field experience, proprietary technology, and refining processes. The conversation also covers market demand, partnerships, funding strategies, and the long-term vision for the company in the rapidly evolving lithium market.

✉️ Share your feedback - [email protected]
✉️ David’s X (Twitter) - https://x.com/Valuehunte 

Chapters
00:00 Introduction to Liberty Stream Infrastructure
07:14 Field Operations and Technology Development
11:48 Partnerships and Market Demand
14:46 Refining Lithium and Market Strategy
19:18 Future Plans and Market Positioning
33:37 Strategic Planning and Feedstock Deals
34:18 R&D and Technological Advancements
35:29 Refining Processes and Business Strategy
37:17 Partnerships and Customer Relationships
39:29 Corporate Structure and Future Listings
40:40 Production Challenges and Environmental Factors
42:13 Customer Decision-Making Process
44:05 Long-Term Business Strategy
46:13 Operational Priorities and Product Consistency
47:18 Risk Management and Production Reliability
48:36 Long-Term Vision and Market Positioning
49:09 Bottlenecks and Lessons Learned
51:16 Motivation and Resilience
53:48 Market Position and Competitive Landscape
55:46 Future Expansion and Product Diversification

Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.