Renée Delacroix
Renée writes The MicroCap Herald's analysis desk, covering dilution mechanics, liquidity, listing standards, and the structural realities of investing at the bottom of the cap spectrum.
Articles by Renée Delacroix
Analysis: Nasdaq's $5 Million Line in the Sand Is About to Thin the Micro-Cap Herd
New listing standards approved by the SEC call for suspending companies that spend 30 straight trading days below a $5 million market value — a threshold roughly 180 Nasdaq companies currently sit under. The reverse-split scramble is already visible.
Analysis: The Financing Treadmill — How Micro Caps Actually Raise Money in 2026, and What It Costs Holders
Marketed follow-on offerings have all but vanished, replaced by ATM programs, hours-long confidential marketing and structured private placements. For the smallest issuers, the machinery works — but the dilution meter never stops running.
Anatomy of a Melt-Up: What Planet Green and Socket Mobile Reveal About Low-Float Liquidity
Two of August's wildest micro-cap moves share a mechanical signature — vanishing float, thousand-fold volume expansion and a company positioned to sell shares into the frenzy. The pattern is worth understanding before the next one.
The Profitless Premium: Why Companies Without Earnings Are Leading the Small-Cap Rally
Two separate datasets — one from Apollo, one from HSBC — show unprofitable Russell 2000 members far outpacing profitable ones. Apollo's chief economist calls it a breakdown in price discovery.