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
Comment

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
FTSE 350

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
FTSE 350

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
FTSE 350

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
FTSE 350

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

Cube Midcap Report (5 Feb 2020) – No problems at Domino’s #DOM #IMB #FDEV #RDW
FTSE 350

Cube Midcap Report (5 Feb 2020) – No problems at Domino’s #DOM #IMB #FDEV #RDW

Graham Neary- February 5, 2020

Good morning! Today I've covered: Domino's Pizza (DOM) Imperial Brands (IMB) Frontier Developments (FDEV) Redrow (RDW) By the way, I've made the Chat Room open ... Read More

Ted Baker – Share price has further to fall #TED
Small Cap

Ted Baker – Share price has further to fall #TED

Vivek Sharma- February 4, 2020

I don't usually short stocks, but had a gut feel that Ted was a short candidate last November. A store I walked past was empty ... Read More

Joel’s Resource Report – Management matter! #TSG #ARB
Small Cap

Joel’s Resource Report – Management matter! #TSG #ARB

Joel Deakin- February 3, 2020

Another week of volatility to the downside but thankfully my portfolio is up - Avacta helped to offset some of the weakness elsewhere. This is ... Read More

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