Shifting Shares (29 April 2019) – CPR no longer needed? #CPR #ABDP
Small Cap

Shifting Shares (29 April 2019) – CPR no longer needed? #CPR #ABDP

Michael Taylor- April 30, 2019

News roundup MX Oil (MXO) hit a high of nearly 0.5p after a Sheikh (allegedly) bought almost 30%. I still don't believe that he did, ... Read More

Soul-searching after strange events at my quirky fixed income holding
Small Cap

Soul-searching after strange events at my quirky fixed income holding

Graham Neary- April 29, 2019

Regular readers will know that I have a few fixed income holdings in my personal portfolio. My primary holding is the iShares $ Short Duration ... Read More

I’ve bought a UK retailer – what can I be thinking?
Small Cap

I’ve bought a UK retailer – what can I be thinking?

Tony Boden- April 27, 2019

A Grim time for Discretionary Retail The last couple of years have been a pretty bad time to have exposure to UK discretionary retailers. There ... Read More

Mountfield Group – Picks and Shovels for the Data Centre Boom
Small Cap

Mountfield Group – Picks and Shovels for the Data Centre Boom

Simon Hedger- April 25, 2019

Data, data, data – it’s everywhere and growing rapidly as more businesses ‘go digital’ and new technologies emerge on a daily basis. According to “The ... Read More

JKX – highest production since March 2016! #JKX
Small Cap

JKX – highest production since March 2016! #JKX

Joel Deakin- April 24, 2019

JKX recently announced its annual results and last week updated the market with Q1 quarterly results (latest share price 56p-ask, market cap £98 million): (Source: Google) Production ... Read More

Shifting Shares (23 April 2019) – Sun’s out, shorts out #BOKU #BMN #FRAN
Small Cap

Shifting Shares (23 April 2019) – Sun’s out, shorts out #BOKU #BMN #FRAN

Michael Taylor- April 23, 2019

News roundup D4T4 announced a slightly ahead statement last week - usually these are received well by the market but instead we saw a slight ... Read More

Cube Podcast #14: Joel returns from paradise #PLUS #BMN #RRE #SOS
Podcast, Small Cap

Cube Podcast #14: Joel returns from paradise #PLUS #BMN #RRE #SOS

Cube.Investments- April 17, 2019

For this podcast, Graham was joined by Cube contributor Joel Deakin, following his return from a business trip and a holiday. Podcast index: 02:00 Plus500 ... Read More

Shifting Shares (16 April 2019) – Going Platinum #FDEV #SLP
Small Cap

Shifting Shares (16 April 2019) – Going Platinum #FDEV #SLP

Michael Taylor- April 16, 2019

News roundup Last week, Indivior (INDV) announced that it was to be the subject of a Grand Jury Indictment, which, whilst a long and drawn ... Read More

Bushveld Minerals – Vanadium price crashing, I’m out! #BMN
Small Cap

Bushveld Minerals – Vanadium price crashing, I’m out! #BMN

Joel Deakin- April 15, 2019

On Friday I took the difficult decision to sell my entire BMN holding at about 30 pence. Having just bought some more shares at 39p ... Read More

JKX – Full steam ahead! #JKX
Small Cap

JKX – Full steam ahead! #JKX

Joel Deakin- April 12, 2019

Since covering JKX in late January, the shares are up about 20% after a number of positive developments (latest share price 57p ask, market cap ... Read More

Late bubble investing at its finest $TSLA $TSLAQ
Comment

Late bubble investing at its finest $TSLA $TSLAQ

Graham Neary- April 12, 2019

Tesla will host an "Autonomy Investor Day" on April 22, hoping to convince Wall Street that it deserves to be valued like Lyft (just IPO'd ... Read More

Eurasian mystery solved – and another warning about foreign shares #DPEU
Small Cap

Eurasian mystery solved – and another warning about foreign shares #DPEU

Graham Neary- April 11, 2019

In my recent article regarding DP Eurasia, I noted this unusual footnote to the company's preliminary results, released on April 4th: DP Eurasia shareholder Fides Food ... Read More

New, exotic IPOs require caution
Comment

New, exotic IPOs require caution

Graham Neary- April 10, 2019

One of the things that happens when you're trawling the RNS feed every morning is that you end up reading about strange and wonderful IPOs. ... Read More

AA still looks like a private equity accident #AA
Small Cap

AA still looks like a private equity accident #AA

Graham Neary- April 9, 2019

It's been a while since I last covered the AA (latest share price 80p, market cap £490 million), whose shares were thrust onto the stock market ... Read More

888 teases shareholders with the prospect of big buybacks
FTSE 350

888 teases shareholders with the prospect of big buybacks

Graham Neary- April 8, 2019

One of the holdings in my portfolio which I'm currently feeling most optimistic about is 888 (latest share price 162p, market cap £595 million  or ... Read More

Shifting Shares (7 April 2019) – Parklife! #PMG
Small Cap

Shifting Shares (7 April 2019) – Parklife! #PMG

Michael Taylor- April 8, 2019

News roundup ReNeuron (RENE) had another good RNS this week, after a a strong buyer came in and pushed the price up - RENE was ... Read More

Graham’s Investing Diary (6 April 2019) – Slowly, Slowly
Comment

Graham’s Investing Diary (6 April 2019) – Slowly, Slowly

Graham Neary- April 6, 2019

It's been just over a month since my last update, so it feels like a good time to give you an update on my recent ... Read More

7 Signs of Ethical Collapse at Tesla $TSLA $TSLAQ
Comment

7 Signs of Ethical Collapse at Tesla $TSLA $TSLAQ

Graham Neary- April 5, 2019

A book published in 2006 has recently resurfaced in the context of Tesla (TSLA) (latest share price $268, market cap $46 billion). The book is titled ... Read More

DP Eurasia – Lots of adj. EBITDA, still waiting on big profits #DPEU
Small Cap

DP Eurasia – Lots of adj. EBITDA, still waiting on big profits #DPEU

Graham Neary- April 4, 2019

For the second day in a row, I am reporting on a holding in my portfolio whose profitability is in doubt. This feels quite unusual! ... Read More

CMC Markets – The glass is only half-empty #CMCX
Small Cap

CMC Markets – The glass is only half-empty #CMCX

Graham Neary- April 3, 2019

The latest trading update from CMC won't have any shareholders (like me) jumping for joy. It's another profit warning (latest share price 79.65p, market cap ... Read More

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