Espace MicroCaps is glad to invite you to its first cocktail event of 2020. To start the year strong, the event will highlight many of our top picks for the year ahead. All the companies that will be discussed are held by the Rivemont MicroCap Fund and we think they present the best risk/reward profiles currently.

The cocktail will be held at the Bier Markt Montreal on Thursday, January 30^th at 5:00pm. Our events are the perfect occasion to improve your investing skills, discover new investment opportunities in the Canadian microcap space and network with like-minded investors.

The event will start with a keynote speech from Philippe Bergeron-Bélanger, Espace MicroCaps co-founder. He will highlight some of our top picks that couldn’t make it to the event, and why we like them. His speech will be followed by three company presentations: MediaValet (TSX Venture: MVP), Renoworks Software (TSX Venture: RW) and Kraken Robotics (TSX Venture: PNG). Please note that the keynote speech will be in French.

Where: Bier Markt Montreal, 1221 René-Lévesque W, Montreal

When: Thursday, January 30^th from 5:00pm to 7:00pm

Cost: 5$ / All of the ticket sales proceeds will be given to charity.

Format: Networking period until 5:30pm, followed by a keynote speech and three company presentations. You are welcome to stay for more networking after the presentations, around 7:00pm.

The first 75 participants to register and to show up at the event before 5:30pm will receive a 10$ coupon for a free drink of their choice. A poutine bar will be offered to all attendees and appetizers will be served during the cocktail as well.

To reserve your spot: Eventbrite – Espace MicroCaps 5to7 Cocktail – Top Picks for 2020

 

MediaValet (TSX Venture: MVP)

About: MediaValet stands at the forefront of the enterprise, cloud-based digital asset management (DAM) and creative operations industries. Built exclusively on Microsoft Azure and available within 140 countries across 54 Microsoft data center regions around the world, MediaValet delivers unparalleled enterprise-class security, reliability, redundancy and scalability while offering the largest global footprint of any DAM solution. In addition to providing all core enterprise DAM capabilities, local desktop-to-server support for creative teams, and overall cloud redundancy and management for all source, WIP and final assets, MediaValet offers industry-leading integrations into Slack, Adobe Creative Suite, Microsoft Office 365, WorkFront, Wrike, Drupal 8, WordPress, Hootsuite and many other best-in-class 3rd party applications.

Why we like it:

1. Highly recurring revenue base with very high margins.
2. Explosive growth: revenue CAGR of 50%+ in the last four years, with an acceleration of the growth rate in 2019.
3. Solid management team with skin in the game and previous successes.

 

Renoworks Software (TSX Venture: RW)

About: Renoworks Software develops and sells unique digital visualization software and integration solutions for the remodeling and new home construction industry. Renoworks delivers its technology to manufacturers, contractors, builders, and retailers, offering solutions to one of the home improvement industry’s greatest challenges: enabling homeowners to review their product selections in a true-to-life virtual environment before committing to purchases and construction. Renoworks markets its technologies as innovative engagement tools and generates revenues from five main business lines: Renoworks Enterprise, Renoworks PRO, Renoworks Design Services, Renoworks FastTrack and Renoworks API.

Why we like it:

1. High proportion of recurring revenues with high software margins.
2. At the forefront of technology and artificial intelligence development in the construction industry, which represents a huge market opportunity.
3. Pending the signature of a new measurement partnership, Renoworks FastTrack will go to market and could disrupt a significant portion of the value chain in the construction industry. We think this potential is not priced into the stock currently.

 

Kraken Robotics (TSX Venture: PNG)

About: Kraken Robotics is a marine technology company dedicated to the production and sale of software-centric sensors and underwater robotic systems. The company is headquartered in St. John’s, Newfoundland with offices in Dartmouth, Nova Scotia; Toronto, Ontario; Bremen & Rostock, Germany; and Boston, Massachusetts. Kraken is ranked as a Top 100 marine technology company by Marine Technology Reporter.

Why we like it:

1. Cutting-edge technology for underwater exploration, an industry that should grow exponentially over the next decade.
2. Strong revenue growth and product validation from major customers around the globe.
3. Experienced leadership team that has proven it can create value by finding accretive acquisitions and strategic partnerships.

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It is not very often that you will have the chance to peek under the hood of the Rivemont MicroCap Fund and see the companies that we like most and are recommending. This should be a great opportunity for any microcap investor to find new investment ideas with the potential to generate significant returns in 2020. We hope you will like it!

Again, to book a ticket, please click here.

See you on January 30^th!

Philippe and Mathieu

 

Disclosure

Espace MicroCaps is under contract with Rivemont Investments (“Rivemont”) to provide securities and strategy analysis for the Rivemont MicroCap Fund (the “Fund”). In other words, Espace MicroCaps acts as external expert/consultant for the Fund. In return for this expertise, Espace MicroCaps is remunerated by Rivemont.

Decisions as to whether or not to trade a security for the Fund are made exclusively by Rivemont.

For full disclosure and transparency, regarding the companies that will present at our 5to7 Cocktail – Top Picks for 2020 or that were mentioned in this article, the Fund:

• Holds securities of MediaValet (MVP.V), Renoworks Software (RW.V) and Kraken Robotics (PNG.V).

The main objective of the 5to7 Cocktail events that we hold on a regular basis is to allow very small companies to present their products and services and to tell their story to a new investing public.

Each company that will present at the event will pay Espace MicroCaps an amount of $2,000 + taxes. This amount is used to cover the cost of drinks and hors d’oeuvres offered during the event and to compensate Espace MicroCaps for the efforts related to the organization of the event.

Company presentations are neither an offer to sell nor a solicitation of an offer to purchase securities and should not be considered legal, tax, financial or investment advice.

Espace MicroCaps is not responsible for direct or indirect trading losses caused by the information presented by companies at the event. Everyone is advised to make their own analyzes and inquiries and to consult their own professional advisers with respect to legal, tax, accounting and other matters relating to the acquisition, holding or disposition of an investment.