October Open Forum Recap + How We Use Delta Sheets to Spot Small-Cap Catalysts [GeoWire Weekly No. 260]
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This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting the most important developments across our 1,500+ microcap coverage universe built since 2009, including high-impact earnings reports, information arbitrage discoveries, contract announcements, and model portfolio updates. We also highlight insights from our investor and CEO interviews (Skull Sessions).
A major part of our discussion during last week’s October Live Open Forum focused on how we’re using InfoArb.io, Information Arbitrage Delta Sheets, and AI-assisted research to identify developments that may not be immediately apparent in earnings releases.
We discussed how this process is helping us gain greater conviction in one of our favorite aerospace & defense stocks right now: Sifco Industries, Inc. (NYSE:SIF).
- See our initial May 2026 report here.
- See our follow up trend report here that we just published on September 28, 2026
We also reviewed Information Arbitrage Delta Sheet examples involving Perma-pipe International Holdin (NASDAQ:PPIH) and Optical Cable Corporation (NASDAQ:OCC), where conference calls provided additional context on backlog, customer demand, growth opportunities, and future revenue visibility. Perma-pipe International Holdin (NASDAQ:PPIH)’s first earnings call revealed a project opportunity pipeline exceeding $900 million, potential recurring revenue opportunities, and new possibilities tied to data centers and infrastructure investment.
See PPIH and OCC Information Arbitrage Delta Sheets here and here.
I’m extremely excited about Delta Sheets. During my trip to Mexico City after the Small Cap Discoveries Vancouver conference, I met up with three Geoinvesting subscribers who told me how much they love using Delta Sheets and how they’ve incorporated them into their regular research routines. These are exactly the kinds of things I love to hear!
On that note, you’ll notice some major changes to the InfoArb.io platform over the coming weeks that will put your research process on steroids.
See a chronological list of all our Open Forum presentations here.
Watch all the archived videos, spanning more than six years, here.
Please bookmark these links.
More on the Open Forum inside this Weekly Wrap-Up edition
See all emails sent during the week here.
As usual, we highlight the stocks we want to watch most in our big movers and losers list of the week, included at the end of this post.
Stocks discussed at Geoinvesting last week:
Feature Stock: CMT InfoArb from investor roadshow; some good and some bad.
Research Screen Updates: MTW
Earnings: FTGFF (TSX:FTG) RELL
Updates: TSSI
InfoArb Tear Sheets: PENG FTGFF (TSX:FTG) RELL PKE
***In case you missed last week’s Wrap-up, it’s available here***
Core Molding Technologies Inc (NYSE:CMT) (business and technology solutions)
CMT’s September 29 Investor Day provided greater clarity on its manufacturing turnaround, highlighting $85 million in annual product sales already awarded but not yet launched and a $210 million annualized quote pipeline.
You can read our full review and writeup here.
Its growing exposure to utilities, power generation, and data center infrastructure offers
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The post October Open Forum Recap + How We Use Delta Sheets to Spot Small-Cap Catalysts [GeoWire Weekly No. 260] appeared first on GeoInvesting.
Source: https://geoinvesting.com/october-open-forum-recap-how-we-use-delta-sheets-to-spot-small-cap-catalysts-geowire-weekly-no-260/
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