Cube Midcap Report (3 July 2020) – The urge to gamble
Midcap

Cube Midcap Report (3 July 2020) – The urge to gamble

Graham Neary- July 3, 2020

Good morning! Here is the link for today's live-stream: This report covers: CMC Markets (CMCX) Rank Group (RNK) Land Securities (LAND) CMC Markets Market cap ... Read More

Cube Midcap Report (2 July 2020) – Avoiding restaurant shares, all bar none
Midcap

Cube Midcap Report (2 July 2020) – Avoiding restaurant shares, all bar none

Graham Neary- July 2, 2020

Good morning! I'm back today with another live-streaming video, as I'm going to try to do them on consecutive days and see how it goes. ... Read More

Cube Midcap Report (1 July 2020) – Hammering out debt & rent agreements
Midcap

Cube Midcap Report (1 July 2020) – Hammering out debt & rent agreements

Graham Neary- July 1, 2020

Good morning! This is the first midcap report since last week - sorry about that! The next live-streaming video is today at 12, in which ... Read More

Pensana Metals – the world’s next rare earths miner? #PM8
Small Cap

Pensana Metals – the world’s next rare earths miner? #PM8

Joel Deakin- June 29, 2020

At the time of writing the author holds a long position in Pensana. Pensana Metals (PM8) is an ASX listed (and soon to be London-listed) ... Read More

Cube Midcap Report (25 June 2020) – easyJet raises cash for flying restart
Midcap

Cube Midcap Report (25 June 2020) – easyJet raises cash for flying restart

Roland Head- June 25, 2020

Good morning, it's Roland here with today's Midcap report. We've been waiting for the last few weeks to see when companies will start issuing guidance ... Read More

Cube Midcap Report (24 June 2020) – Livestream @ 12 Today
Midcap

Cube Midcap Report (24 June 2020) – Livestream @ 12 Today

Graham Neary- June 24, 2020

Good morning! Please tune in at 12 today for the latest live-streaming commentary video: The FTSE is wobbling today over "second wave" fears. In mid-caps ... Read More

Cube Midcap Report (23 June 2020) – Rightmove plans a route back to normal
Midcap

Cube Midcap Report (23 June 2020) – Rightmove plans a route back to normal

Graham Neary- June 23, 2020

Good morning! Announcement - the live stream is back tomorrow. If you have suggestions for what you want me to cover, let me know in ... Read More

Joel’s Resource Report – AfriTin needs to do what it says on the tin
Small Cap

Joel’s Resource Report – AfriTin needs to do what it says on the tin

Joel Deakin- June 22, 2020

(Note from Graham - the Midcap Report is back on Tuesday! For now, here are Joel's latest thoughts on resources.) At the time of writing ... Read More

Cube Midcap Report (19 June 2020) – Easy-going Friday
Midcap

Cube Midcap Report (19 June 2020) – Easy-going Friday

Graham Neary- June 19, 2020

Hi folks, Not much on the RNS today, but I will briefly look at: Learning Technologies (LTG) Wood Group (WG) All done.  Learning Technologies Market ... Read More

Cube Midcap Report (18 June 2020) – Orderly transition at Hellenic Coke
Midcap

Cube Midcap Report (18 June 2020) – Orderly transition at Hellenic Coke

Graham Neary- June 18, 2020

Good morning! Thank you to everyone who took part - viewing and chatting with me - on yesterday's live stream. I'm planning to do these ... Read More

Cube Midcap Report (17 June 2020) – Boohoo juggernaut rolls on
Midcap

Cube Midcap Report (17 June 2020) – Boohoo juggernaut rolls on

Graham Neary- June 17, 2020

Good morning! I'm going to be live-streaming my thoughts on the markets here at midday. I feel woefully unprepared but I guess that will add ... Read More

Rebuttal on RBG & an announcement – Tune in tomorrow at 12!
Comment, Small Cap

Rebuttal on RBG & an announcement – Tune in tomorrow at 12!

Graham Neary- June 16, 2020

I've been away for two days. Sometimes I need to take a break, so that I can come back stronger. Tomorrow, I'm coming back with ... Read More

What is behind the wallpaper?
Small Cap

What is behind the wallpaper?

Tony Boden- June 15, 2020

A few days ago, I wrote about the criteria I am using to look for potential bargains in the current market. These are: -- Ability ... Read More

Revolution Bars – Balance sheet is still ugly #RBG
Small Cap

Revolution Bars – Balance sheet is still ugly #RBG

Graham Neary- June 13, 2020

Is RBG's balance sheet now fixed? Have all concerns around its solvency now disappeared? Most of my Twitter followers think not: Let's see if we ... Read More

Cube Midcap Report (11 June 2020) – Unilever unifies as COVID cuts continue
Midcap

Cube Midcap Report (11 June 2020) – Unilever unifies as COVID cuts continue

Roland Head- June 11, 2020

Good morning, it's Roland here with today's Midcap report. It's another busy day for news - here are the companies I'm planning to look at ... Read More

Cube Midcap Report (10 June 2020) – The Big One
Midcap

Cube Midcap Report (10 June 2020) – The Big One

Graham Neary- June 10, 2020

Good morning! I missed yesterday (apologies!), so this is going to have to be a big report to catch up. Today's stories: Restaurant Group (TRG) ... Read More

Is it buying time now?
Comment, Small Cap

Is it buying time now?

Tony Boden- June 10, 2020

My diversified, broadly market neutral long-short portfolio means that I do not have to get overly concerned about the level of the market overall. Nor ... Read More

Hummingbird Resources – Spreading its wings #HUM
Small Cap

Hummingbird Resources – Spreading its wings #HUM

Joel Deakin- June 9, 2020

Hummingbird Resources is an AIM listed gold mining company whose primary asset is the Yanfolila mine in Mali. I bought back into Hummingbird recently as ... Read More

Cube Midcap Report (8 June 2020) – Plus500 can’t hide its true nature
Midcap

Cube Midcap Report (8 June 2020) – Plus500 can’t hide its true nature

Graham Neary- June 8, 2020

Good morning! Can you guess which company today's featured image is a reference to? Today I'm looking at: Plus500 Frontier Developments easyJet S4 Capital On ... Read More

Pandemic difficulties at one of my holdings
Small Cap

Pandemic difficulties at one of my holdings

Graham Neary- June 6, 2020

Regular readers will know that I've only made one stock purchase this year: in an obscure, US-based lending fund, that is winding down and realising ... Read More

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