3 small-cap stocks this fundie tips to take off for shareholders, page-2

This is the exact moment in the small-cap life cycle you wait for. First you get proof of product. Then you get real contracts. Then you get early fundie interest. Only after that do you see full insto support.Fergie naming ACE publicly is a signal that the early professional money is starting to accumulate quietly. Cyan is well known for identifying emerging compounders early, long before the larger fund managers even have them on radar. This is not hype-chasing from what I see, this is pre-institutional positioning.

What’s notable is what he highlighted: cash flow positive, de-risked technology, structural tailwinds, and global scalability .. exactly the framework serious money uses to screen real opportunities from noise. It validates what many of us have already known for a while.The market cap vs opportunity size imbalance is still extreme, but these phases always look boring at the start. Experienced holders understand liquidity doesn’t matter at this stage, the buyer base is slowly broadening, which ultimately sets the conditions for future re-rating once more contracts land.The next 12 months are still about business execution, so NZ contract closure, US growth traction, the first revenue moves on the roadworker safety product. But it’s worth remembering institutions rarely announce they’re accumulating early… until they quietly are.