Hedge fund wizards are beyond our comprehension #MERL
FTSE 350

Hedge fund wizards are beyond our comprehension #MERL

Tony Boden- May 30, 2019

I had the unexpected ‘pleasure’ last week of commuting to London on a daily basis (it has been a while) which meant that I benefited ... Read More

Kenmare Resources – future cash machine #KMR
Small Cap

Kenmare Resources – future cash machine #KMR

Joel Deakin- May 29, 2019

Kenmare Resources is a London and Irish Stock Exchange listed mineral sands mining company operating in Mozambique. The company produces ilmenite (titanium-iron oxide) and zircon ... Read More

Shifting Shares (27 May 2019) – Follow the leaders #EYE #EVRH #FEVR #FUTR
Small Cap

Shifting Shares (27 May 2019) – Follow the leaders #EYE #EVRH #FEVR #FUTR

Michael Taylor- May 27, 2019

News roundup Pets At Home announced that it was performing ahead of expectations, and the stock reacted in earnest. (more…) Read More

Reflecting on those Burberry numbers #BRBY
FTSE 350

Reflecting on those Burberry numbers #BRBY

Graham Neary- May 23, 2019

Recent travel commitments, followed by a brief (and thankfully non-fatal) illness, have left me behind in terms of covering some of my portfolio holdings here. ... Read More

Shifting Shares (22 May 2019) – All about the As #ABDP #ALT #GRG
Small Cap

Shifting Shares (22 May 2019) – All about the As #ABDP #ALT #GRG

Michael Taylor- May 22, 2019

News roundup AB Dynamics (ABDP) has gone absolutely parabolic for holders a few weeks after the half-year update. (more…) Read More

Bushveld Minerals – Vametco EBITDA calculations #BMN
Small Cap

Bushveld Minerals – Vametco EBITDA calculations #BMN

Joel Deakin- May 21, 2019

The Bushveld Minerals (BMN) share price crashed over 10% today as the vanadium price continued to decline. Last week, the company released its vanadium Q1 ... Read More

April Fools – Can we learn from the worst performing stocks in April 2019?
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April Fools – Can we learn from the worst performing stocks in April 2019?

Tony Boden- May 16, 2019

The Prologue There is a school of thought, for which I have a lot of time, that the easiest way to consistently achieve market beating ... Read More

Shifting Shares (14 May 2019) #ARC #BKS #BIDS
Small Cap

Shifting Shares (14 May 2019) #ARC #BKS #BIDS

Michael Taylor- May 15, 2019

I've liked this stock for a while as the chart has been nicely uptrending. It's already a ten-bagger since 2015, but still almost nobody is ... Read More

Jangada – An overlooked opportunity #JAN
Small Cap

Jangada – An overlooked opportunity #JAN

Joel Deakin- May 14, 2019

Jangada Mines (JAN) is focused on developing the Pedra Branca project in North-Eastern Brazil. This project is primarily palladium and gold with additional credits from ... Read More

Itaconix – World class tech and partnerships #ITX
Small Cap

Itaconix – World class tech and partnerships #ITX

Joel Deakin- May 13, 2019

Itaconix (formerly Revolymer) (ITX) is the world leader in developing and producing bio-based polymers from itaconic acid (more on this below). Previous management were not ... Read More

Shifting Shares (7 May 2019) – Burford’s Breakdown
Small Cap

Shifting Shares (7 May 2019) – Burford’s Breakdown

Michael Taylor- May 8, 2019

News Roundup Last week, Bushveld Minerals released what appeared to be a great RNS: I had suggested in a previous column that if it tested ... Read More

Tekcapital’s miniature tech portfolio (in-depth report) #TEK
Small Cap

Tekcapital’s miniature tech portfolio (in-depth report) #TEK

Joel Deakin- May 7, 2019

Tekcapital (TEK) is an IP investment company that I first saw at a Proactive event several years ago. I’ve followed it ever since. There are ... Read More

Bushveld Minerals – management deliver again #BMN
Small Cap

Bushveld Minerals – management deliver again #BMN

Joel Deakin- May 4, 2019

When I last covered Bushveld, I mentioned that I’d taken the difficult decision to sell my position in it at about 30p, due to the vanadium ... Read More

Intu feels the pain of ongoing retail turmoil #INTU
FTSE 350

Intu feels the pain of ongoing retail turmoil #INTU

Graham Neary- May 3, 2019

Many things seem obvious in hindsight and the underperformance of shopping centre owner Intu's shares is one of those things (latest share price 92.5p, market ... Read More

Tesla – The mountain of burning capital grows larger $TSLA $TSLAQ
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Tesla – The mountain of burning capital grows larger $TSLA $TSLAQ

Graham Neary- May 2, 2019

Telsa observers (both long and short) are today processing news that the company wants to raise capital. It wants to issue both bonds ($1.35 billion of ... Read More

Thalassa threatens LSR officers with possible imprisonment #THAL
Small Cap

Thalassa threatens LSR officers with possible imprisonment #THAL

Graham Neary- May 2, 2019

The struggle for control over Local Shopping REIT has taken an ugly turn today with Thalassa's Chairman accusing LSR of breaching the Companies Act 2006, "due ... Read More

Mkango resources – silly enterprise value makes easy buy and hold #MKA
Small Cap

Mkango resources – silly enterprise value makes easy buy and hold #MKA

Joel Deakin- May 2, 2019

Since I covered Mkango (MKA) in late November last year, the share price hasn’t appreciated as I hoped, and so the undervaluation which I perceived ... Read More

Cube Podcast #15: Anthony Coombs, S&U #SUS
Podcast, Small Cap

Cube Podcast #15: Anthony Coombs, S&U #SUS

Graham Neary- May 1, 2019

For this podcast, Graham was joined by Anthony Coombs, Chairman of S&U (SUS). Please click here for our November 2018 interview with Mr. Coombs. Click ... Read More

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