David C Collins
@CollinsIR
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IR social media pragmatist. Posts on client & other stocks, investor relations + quirky stuff. Posts are my views & are NOT endorsed by our clients.
New York City
Joined August 2010
Looking at $SPCB which seems very cheap/unloved despite great recurring revenue biz + steady stream of new biz wins including 2 so far in '26. BUT @CharlesSchwab is not taking online Buy orders unlike other firms? They make you speak w/ a broker but won't say why?
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$ACFN CEO in discussion with @GeoInvesting today @ACORN_IR
In addition to our guest, $USAQ CEO, we’ll also be joined by Jan Loeb, CEO of $ACFN, to talk about the company’s newly announced North American expansion into IoT infrastructure monitoring. Reminder: today’s January Open Forum begins in just a couple of hours at 2 PM ET.
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$ACFN's strategic partnership lets them sell AIO’s best-in-class solutions for cell tower, data center & utility asset mgmt in N. America, substantially expanding its offerings/addressable market. AIO solutions have been deployed in 110k+ sites outside US https://t.co/iVrYCg141J
globenewswire.com
(Nasdaq: ACFN): Acorn Substantially Expands Infrastructure Asset Management Technology Offerings for Cell Towers, Data Centers and Utilities. ...
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Please help @aceprogramsny give vulnerable New Yorkers training & therapeutic support $500= 10 hrs of wellness support/case management $250= 14 hrs of paid work experience $150= 1 legal-support session $100= a complete ACE uniform $50= 1 computer https://t.co/JcJZAnR93L
empower.acenewyork.org
You can empower New Yorkers who have histories of homelessness, incarceration and addiction and help them secure full-time jobs. Your gift will provide training, work experience and a lifetime...
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$ACFN are considering where do we go from here? They won a $5M contract on a $8M '23 revenue base. Yes it created hardware revenue lumps - while bolting on added recurring monitoring revenue. Their nearly 10-year track record suggests growth can continue.
Strategic/operational focus, hard work + financial discipline transformed cash hemorrhaging $ACFN from 4 biz's to 1 steadily growing, high margin recurring revenue biz w/ five avenues for LT growth. Jan Loeb funded co. & joined board Aug '15 and was named CEO Jan '16 @ACORN_IR
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$ACFN @ACORN_IR builds on its remote monitoring and control leadership with the launch of OmniPro by its 99% owned OmniMetrix subsidiary.
🚨 NEW PRODUCT ALERT! 🚨 IT'S HERE. Meet OMNIPRO—our redesigned, compact, next-gen commercial generator monitor with 1,000+ alarms for max connectivity and control. Details: https://t.co/PIhFdEmAJd
#generatormonitoring #energymonitoring #remotemonitoring
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I'm guessing they haven't paid close attention to ACFN's disclosures over the past several quarters and hence were surprised by the Q3 results? 🫣
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$ACFN mgmt worked hard to provide clear, accurate disclosures on the biz & areas where customer visibility was limited see Q2 transcript excerpt. They DID have $900k in hardware rev in Q3'25, but none from remainder of large contract which the customer delayed into Q4 or Q1'26
When you are gonna miss the quarter this bad, and had virtually no hardware sales in the quarter, management needs to communicate better. Incompetent. In the PR… “on the plus side…” …Don’t sugarcoat bad performance. @ACORN_IR $ACFN
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$ACFN shares on sale today as short-termism overshadows tremendous LT progress & growth outlook for its 70%+ gross margin remote monitoring business. Call at 11 will help you understand bigger picture (shareholder & IR consultant to ACFN) https://t.co/Z4y5R8QL1y
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From the pages of @weeklyworldnews Bat Boy: The Musical is bigger, better and back! Opens tonight @NYCityCenter thru Nov 9 Saw dress rehearsal last night & was amazed by the cast, particularly Taylor Trensch - a remarkable Bat Boy!! https://t.co/Hei4YX5qKc
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Gas & Biofuel Microturbine maker Capstone Green Energy $CGEH Presents at @theLDMicro Main Event XIX Tue. Oct 21st at 10am PT https://t.co/4gWYM3mT3j
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Nice @SeekingAlpha write-up on Capstone Green Energy Holdings $CGEH which makes highly efficient microturbines that generate electricity & heating with gas or biofuels for a power starved world. @CGRNEnergy
https://t.co/qS4VDN8kbv
@Valueinvestorsed
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A balm to ease your day in an increasingly dysfunctional world: Butter on a pop-tart song via @FamilyGuyonFOX
https://t.co/GumNylPupS I'm a huge BOPT fan and here's my secret: turn it upside down to maximize butter payload/absorption via concave surface. @PopTartsUS
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Boeing Reveals Breakthrough Crash-Resistant Airplane "The safest airplane ever made. No doubt about it." https://t.co/oqG72J7kDW
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Congratulations $ACFN on its approval for listing on the Nasdaq Capital market! Acorn provides remote monitoring and control systems & services for backup generators, pipelines & other industrial assets via its @OmniMetrix subsidiary https://t.co/zsKdLWpeob
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They are so shy - the stock symbol is $CYBN and they keep marching toward needed treatments!
The wind is in our sails as Cybin charts a course to a revolution in mental health for the benefit of patients seeking innovative treatment options for depression and anxiety worldwide. Learn more: https://t.co/72PGzyKYbY
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Karma: noun - the force produced by a person's actions in one life that influences what happens to them in future [political] lives... @GOP @HouseGOP @SenateGOP @NewYorkGOP
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