1035 Capital Management LLC
@1035_Capital
1035 Capital is a long-only portfolio manager specializing in domestic small and micro-cap companies as well as preferred equities. Not investment advice.
Wonder what is moving this week! You don't want to miss this week's 1035 Capital Market Dashboard update! What's included? 250+ charts weekly & 4-8 company reports per year. We are creeping up on 1000 subscribers! And more than 1500 followers...Thank you to all of our readers…
Wonder what is moving this week! You don't want to miss this week's 1035 Capital Market Dashboard update! What's included? 250+ charts weekly & 4-8 company reports per year. We are creeping up on 1000 subscribers! Already almost 1500 followers...Thank you to all of our…
This weeks, small cap EBITDA revisions by sector: Energy and Cons Disc are seeing more Negative EBITDA revisions. Financials, Utilities and Tech are showing more positive momentum. Want to know which companies had the 25 biggest positive and negative revisions in Revenue,…

What happened this week in Small Cap Land? You don't want to miss this week's 1035 Capital Small Cap Report! What's included? A weekly update on the small cap market including unique sector and industry data as well as top performing stocks and industries. *NEW* this week is…
This weeks, small cap earnings revisions by sector: Energy and Cons Disc are seeing more negative revenue revisions. Comm Services and Healthcare are showing more positive momentum. Want to know which companies had the 25 biggest positive and negative revisions in Revenue,…

$HROW the subject of our latest article, is wasting no time expanding their product lineup...today announced that Harrow Entered into Commercialization Agreement with Samsung Bioepisto to assume full commercial responsibility for BYOOVIZ® and OPUVIZ™ by the end of 2025. Add…
Check out our latest article: Harrow Inc. (HROW): Applying a Proven Model to Ophthalmology $HROW is executing a focused rollup in ophthalmology, targeting branded drugs with limited competition and scaling through a concentrated commercial model. Cash flow and EBITDA are…
Hmm this is an interesting one for $LODE...anyone following here should know the deal with Marathon brought over Marathon's Virent JV assets. We noticed that Virent's website is no longer working (not really a surprise). Good thing we grabbed these screen shots while it was…



$ENVX Looking good from our March 31st tweet. Several announcements indicating confidence on that first smart phone customer in Q425.
$ENVX big news out of ENVX this morning. Lots of people still claiming this is a fraud...anything is possible, but with 3 purchase orders and continue to be on track to ramp its first cell phone in Q425...it seems like being short or pressing here is pretty aggressive. We think…
$LODE, $FATBP @marketplunger1 had @SultanAmeerali on the ValueHive podcast last week. Thanks for the hat tips gentleman🤠 Sultan has an interesting take on both businesses - Essentially royalty models...more to it than that so you will have to give the podcast a listen, link…
We have gotten a lot of questions about the performance of out Stock picks on Substack - we have decided to create a quarterly tracker of our performance check out the link below to see how we are doing. 1035 Capital: Stock Pick Performance open.substack.com/pub/1035capita…

What happened this week in Small Cap Land? You don't want to miss this week's 1035 Capital Small Cap Report! What's included? A weekly update on the small cap market including unique sector and industry data as well as top performing stocks and industries. *NEW* this week is…
$LODE...and today they add the decommissioning and logistics services via a JV with Virtus Renewables Service Group to ramp up solar recycling. CDG and team laying the groundwork for an amazing recycling business.
$LODE - this may not seem like a big deal...but expanding storage capacity is a BIG step to metals building out the 100k ton/yr facility....and the associated cashflow positive story. CDG and team executing well. PR below 👇 comstock.inc/press-release/…
I guess we should feel flattered - but for the second time in a week we have a scammer trying to clone our Substack and get followers to do send them money. Public Service Announcement - we do not run a trading group, or a trading service, we will never email asking how your…