Britvic (BVIC) – Squeezing out good results
Shares in the drinks company Britvic (BVIC) have broken out to a new high following the publication of full-year results (latest share price 857.5p, market ... Read More
Tales from the Balance Sheet (ShareSoc Masterclass)
These are the draft slides for the talk I delivered as part of the ShareSoc Masterclass in London this week. It was a privilege to ... Read More
Mkango Resources (MKA) – Fully-funded to explore for magnets
Mkango Resources is an AIM/TSX listed exploration company with assets in the Republic of Malawi. Its primary asset is the 80%-owned Songwe Hill Rare Earth ... Read More
DP Poland (DPP) – The bull and bear case
PDP Poland (DPP) is the Domino’s Pizza master franchisee for Poland. If first listed in July 2010 at 50 pence (latest share price 24.5p, market ... Read More
Rightmove (RMV) – The “Google” of UK property portals
Rightmove (RMV), the well-known property portal, is a recent addition to my portfolio (latest share price 433p, market cap £3.88 billion). This is a stock ... Read More
SDX Energy (SDX) – Q3 results not what I was expecting!
SDX Energy released its Q3 results yesterday morning (see ) which were the complete opposite of what I hoped for: a weakening balance sheet due ... Read More
Totally (TLY) undervalued? Healthy cash collection and profits
Totally plc provides solutions to the healthcare sector and is primarily in the business of providing outsourced departments for the NHS. Management are carrying out ... Read More
Simplybiz (SBIZ) – Modest growth, massive returns
Simplybiz (SBIZ) is listed in the business support services sector and on face value is not exciting. The group provides services to financial intermediaries such ... Read More
Integrated Diagnostics (IDHC) – An impressive Egyptian company in London!
Integrated Diagnostic Holdings (IDHC) is easy for investors to dismiss. The company operates in Egypt, the UK listing is in US dollars and the reporting ... Read More
RockRose Energy (RRE) – The gift that keeps giving!
Since first covering RockRose Energy two months ago (here), the shares are up over 45%. RockRose has just completed a share buyback via a tender ... Read More
Cube Podcast #5: Interview with S&U plc (SUS)
I was very pleased to have the chance to interview Anthony Coombs, Chairman of S&U plc (SUS). S&U is a leading hire purchase motor finance ... Read More
Cube Podcast #4: Michael & Graham discuss stock trading, Distil, Brexit, FTSE, GBP and more!
In our latest podcast, Michael Taylor and Graham Neary discuss Michael's stock trading approach, Distil (DIS), Brexit, FTSE index, pound sterling and much more. You can ... Read More
Nakama Group (NAK) – Recruiting for profit
Nakama is an international recruitment business that has been listed since 1999 (previously Highams Systems Services Group). It previously traded in Australia until the closure ... Read More
Options strategies to consider after the latest hedge fund disaster
One of the more remarkable stories to emerge from the US in recent days has been the collapse of optionsellers.com, as it fell victim to ... Read More
Salt Lake Potash (SO4) – Clearing things up
As I awoke yesterday morning, I was surprised to see that Salt Lake Potash (SO4) had released an RNS about my previous Salt Lake Potash article. ... Read More
Coral Products (CRU) – Value lying at the bottom of the sea bed
Coral Products (CRU) is a UK-based manufacturer and distributor of plastic injection and molded products for a variety of sectors. This includes personal care and ... Read More
Arc Minerals (ARCM) – Tier one copper/cobalt/gold. Bargain pricing!
Arc Minerals (ARCM) is an AIM listed exploration company. The company has two tier one assets, the Misisi gold project in the DRC (Arc own ... Read More
On the Beach (OTB) – Assessing the moat
On the Beach (OTB) is an online travel agent (OTA) focused on beach package holidays in Europe. The company’s track record is impressive with revenue ... Read More
Bushveld Minerals (BMN) – AIM’s vanadium powerhouse keeps delivering!
Since covering Bushveld Minerals here, Bushveld has released Q3 results. Happily, the vanadium price and Bushveld's share price have both increased (latest share price: 49.6p ... Read More
Starcom (STAR) – Track and trace technology in a global market
Starcom plc provides wireless solutions for remote tracking, monitoring, and protection of assets, shipping and freight, and people. It provides a service that is needed ... Read More