Small Cap Tracker

Tracking Emerging Small Cap Public Companies

Between $300M - $1B

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades

Including buying up to $12M of Bloom Energy $BE

Major Buys Include:
• Bought 15,000 shares of Bloom Energy $BE
• Bought 10,000 shares of Intel $INTC

She bought new call options:
• Bought up to $5M of $BE leaps
• Bought up to $500K of $INTC leaps

[Small Cap Tracker @smallcaptracker]

The risk is obvious.

Kodak is NOT a pure-play film-camera company. Print remains its largest segment, silver/aluminum input costs matter, and nostalgia trends can reverse quickly.

But that’s also why the opportunity is interesting:

Wall Street can look at Kodak and see an old industrial company.

Consumers increasingly see Kodak as the brand behind one of the biggest analog revivals in decades.

$KODK PT: $16 - 62% upside

Speculative bull case, not investment advice.

[Small Cap Tracker @smallcaptracker]

Kodak might be one of the strangest consumer-demand trades hiding in plain sight.

Meanwhile, demand for FILM CAMERAS is exploding, Kodak’s film & chemicals revenue just jumped 43% YoY, and Gen Z is turning 30-year-old cameras into luxury goods.

$KODK is ~$9.87. My bull-case target: $16/share. ~62% upside.

Here’s the thesis 👇

[Small Cap Tracker @smallcaptracker]

My speculative bull-case math:

There are ~97.9M shares outstanding.

If the analog resurgence continues and improving film volumes/pricing help Kodak sustain the recent EBITDA inflection, I think the market can plausibly rerate the equity to roughly $1.55–$1.60B.

That implies:

$15.80–$16.35/share

vs. ~$9.87 today.

~60%+ upside.

[Small Cap Tracker @smallcaptracker]

Writing up reports on small/micro cap stocks. Unfollow if you're not interested.

First one coming $DNUT

[Small Cap Tracker @smallcaptracker]

source: https://t.co/v985ojf8l0

[Autopilot @joinautopilot]

🚨 High Yield Harry is now LIVE on Autopilot

Designed with the intent to deliver strong returns with a unique, strategic edge

• market-leading blue chips
• private credit growth
• high-yield diversification

His three portfolios:

[Small Cap Tracker @smallcaptracker]

Announcement here

[Small Cap Tracker @smallcaptracker]

source credit: @Malone_Wealth 🤝

[Small Cap Tracker @smallcaptracker]

@BoostManiaa 👀

[Small Cap Tracker @smallcaptracker]

GameStop $GME is reported to be halted

[Small Cap Tracker @smallcaptracker]

@boobminionbanan your buddy wants to give you shield potions but you already have the max amount

[Small Cap Tracker @smallcaptracker]

@notlouisck uhmm what