Joel’s Resource Report – Game Theory #RRE
Small Cap

Joel’s Resource Report – Game Theory #RRE

Joel Deakin- February 29, 2020

"Holy ****!" Is how I've felt, looking at my portfolio - surely things can't get any worse? Well apparently they can. I've never lost more ... Read More

Cube Midcap Report (28 Feb 2020) – Airlines face bumpy landing #IAG #EZJ #RMV #PLUS #JUP
Midcap

Cube Midcap Report (28 Feb 2020) – Airlines face bumpy landing #IAG #EZJ #RMV #PLUS #JUP

Roland Head- February 28, 2020

Good morning! It's Roland here with today's Midcap report. It's been an eventful week on the stock market. There have been a deluge of FTSE ... Read More

Cube Midcap Report (27 Feb 2020) – NMC unravels #NMC #BATS #AML #PTEC
Midcap

Cube Midcap Report (27 Feb 2020) – NMC unravels #NMC #BATS #AML #PTEC

Graham Neary- February 27, 2020

Good morning! Today I'm going to look at the absolute mess at NMC Health (NMC), whose horror announcement last night mysteriously didn't show on Investegate. ... Read More

Cube Midcap Report (26 Feb 2020) – Guinness consumption takes a hit #DGE #WMH #RTN #SRP
Midcap

Cube Midcap Report (26 Feb 2020) – Guinness consumption takes a hit #DGE #WMH #RTN #SRP

Graham Neary- February 26, 2020

Good evening! I'm here with a late edition of the midcap report. Finished at 7.15pm.   Some announcements I'm interested in: Diageo (DGE) William Hill ... Read More

Cube Midcap Report (25 Feb 2020) – Pru gets a letter #CRDA #MGGT #TSCO #PRU
Midcap

Cube Midcap Report (25 Feb 2020) – Pru gets a letter #CRDA #MGGT #TSCO #PRU

Graham Neary- February 25, 2020

Afternoon! Today we have the following announcements: Croda (CRDA) - Results for the year ended 31 December 2019 Meggitt (MGGT) - 2019 Full Year Results ... Read More

Vanadium wars with the price at multi-year lows #BMN #LGO
Small Cap

Vanadium wars with the price at multi-year lows #BMN #LGO

Joel Deakin- February 25, 2020

The author has long positions in shares discussed below. Vanadium is a metal primarily used to strengthen steel. After a volatile couple of years, its ... Read More

Cube Midcap Report (24 Feb 2020) – Virus panic spreads #ABF
Midcap

Cube Midcap Report (24 Feb 2020) – Virus panic spreads #ABF

Graham Neary- February 24, 2020

Good morning! Equity markets are taking a hit this morning as fears about the Coronavirus are taken more seriously. Not by me, though. I remain ... Read More

Joel’s Resource Report – broken RNS machine! #ATM #JKX #SO4 #SLP
Small Cap

Joel’s Resource Report – broken RNS machine! #ATM #JKX #SO4 #SLP

Joel Deakin- February 21, 2020

Another week has rolled by and my portfolio has continued moving along at a snail's pace, although some good news has emerged from a few ... Read More

Cube Midcap Report (20 Feb 2020) – Price comparison still pays #MONY #LLOY #HAS
Midcap

Cube Midcap Report (20 Feb 2020) – Price comparison still pays #MONY #LLOY #HAS

Roland Head- February 20, 2020

Good morning, it's Roland here with today's Midcap Report. There are a lot of companies reporting in our universe today, so I'm aiming to take ... Read More

YouTube channels definitely worth subscribing to
Comment

YouTube channels definitely worth subscribing to

Graham Neary- February 18, 2020

Hi folks, the company news didn't excite me on Tuesday. Instead, I thought I'd take a few minutes to show you some YouTube channels I've ... Read More

Joel’s Resource Report – Gemstones back on AIM #TSG #EUA #GEM
Small Cap

Joel’s Resource Report – Gemstones back on AIM #TSG #EUA #GEM

Joel Deakin- February 17, 2020

Another week's flown by and news was light. That being said, there were a few highlights. Tran-Siberian Gold (TSG) - golden tip or junk? This ... Read More

Crisis investing – the best strategies for the worst times
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Crisis investing – the best strategies for the worst times

Vivek Sharma- February 14, 2020

Because I am a nerd, I sometimes go to a monthly quant meet up, where some superstar quants from superstar managers present their strategies. On ... Read More

Selling into Simon Thompson & the PLC that hates its own shareholders
Podcast, Small Cap

Selling into Simon Thompson & the PLC that hates its own shareholders

Cube.Investments- February 13, 2020

In this latest podcast, Graham talks about the "Simon Thompson effect" on share prices, Northamber (NAR), and the astonishing RNS from Tandem Group (TND), where ... Read More

Sosandar and the difficulty of forecasting #SOS
Small Cap

Sosandar and the difficulty of forecasting #SOS

Graham Neary- February 12, 2020

Paul Scott and I are great friends and colleagues. Over the last few years I've learned absolutely oodles from him about the world of small-caps, ... Read More

Cube Midcap Report (11 Feb 2020) – Ocado can’t make a profit #OCDO
Midcap

Cube Midcap Report (11 Feb 2020) – Ocado can’t make a profit #OCDO

Graham Neary- February 11, 2020

Good morning! Today I'm going to take a look at Ocado (OCDO). Finished at 12.15pm.   Ocado (OCDO) Share price: £12.42p (+2%) Market cap: £8.8 ... Read More

Cube Midcap Report (10 Feb 2020) – Shetty loses count #NMC #FIN
Midcap

Cube Midcap Report (10 Feb 2020) – Shetty loses count #NMC #FIN

Graham Neary- February 10, 2020

Good morning! In today's midcap report, I'm going to attempt covering the bizarre situation involving Dr. BR Shetty, Founder and Chairman of NMC Healthcare (NMC). ... Read More

Cube Midcap Report (7 Feb 2020) – Coronavirus takes its toll #BRBY #HYUD #NCYT #ADM
Midcap

Cube Midcap Report (7 Feb 2020) – Coronavirus takes its toll #BRBY #HYUD #NCYT #ADM

Graham Neary- February 7, 2020

Good morning! As a reminder, you can read my stream of consciousness every morning in the Chat Room, which is free to access. Today we ... Read More

Joel’s Resource Report – Signs of life! #ARCM #ARB #RRE
Small Cap

Joel’s Resource Report – Signs of life! #ARCM #ARB #RRE

Joel Deakin- February 7, 2020

Another week and the markets are continuing to see-saw. Thankfully, there are a few signs of life in the resources space, even if share prices ... Read More

Cube Midcap Report (6 Feb 2020) – Royal Mail losing to text messages #RMG #ASHM #FUTR
Midcap

Cube Midcap Report (6 Feb 2020) – Royal Mail losing to text messages #RMG #ASHM #FUTR

Graham Neary- February 6, 2020

Good morning! Today in the world of mid-caps, we have: Royal Mail (RMG) Ashmore (ASHM) Beazley (BEZ) Future (FUTR) Compass Group (CPG) Finished at 1pm. ... Read More

Cube Podcast #21: Paul Hill talks Boeing, Bitcoin & more!
Podcast, Comment

Cube Podcast #21: Paul Hill talks Boeing, Bitcoin & more!

Cube.Investments- February 6, 2020

In this podcast, Graham was joined by Paul Hill, professional investor and analyst. He can be found on Twitter at this link. Graham and Paul ... Read More

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