We like the very high insider ownership of NCI, but this also adds some risk. Also, some of the insider shares were acquired at 3-cents in 2023, and thus a sale at $2.35 (insider selling) would likely sound pretty good for holders. ZOMD also has high insider ownership, and strong growth, and a strong balance sheet. NCI has two analysts, ZOMD none, so we would side with ZOMD here as it could see broker interest and thus an improvement in its very low valuation. In small cap land, we would prefer a mix of stocks rather than a single bet. We would add PNG and VHI to these two.
5i Research Answer: