Rockrose Energy (RRE) – Up 900% so far, more to come?
Small Cap

Rockrose Energy (RRE) – Up 900% so far, more to come?

Joel Deakin- September 25, 2018

Rockrose Energy is a UK & Dutch oil and gas company with a £65m market cap (at a £4.50 share price at the time of ... Read More

Cube Midcap Report (Mon 17 June 2019) – BAB, SCIN, BATS
FTSE 350

Cube Midcap Report (Mon 17 June 2019) – BAB, SCIN, BATS

Graham Neary- June 17, 2019

Good morning folks, This is the Cube Midcap Report for Monday, 17th June. Some news for us today: Babcock International (BAB) - Statement regarding media ... Read More

Can a big seller present a buying opportunity?
Small Cap

Can a big seller present a buying opportunity?

Tony Boden- June 27, 2019

When a significant shareholder sells a thinly traded stock this can substantially upset the balance between potential buyers and sellers and cause some sharp downward ... Read More

Tesla bulls versus NHTSA (and FTC, SEC, et cetera)
Comment

Tesla bulls versus NHTSA (and FTC, SEC, et cetera)

Graham Neary- August 15, 2019

The short thesis at Tesla has many dimensions. Beyond the arguments which rely on financial and industry analysis, and equity valuation, there are also a ... Read More

Cube Midcap Report (10 Sep 2019) – Unlucky 888 #JD
FTSE 350

Cube Midcap Report (10 Sep 2019) – Unlucky 888 #JD

Graham Neary- September 10, 2019

Good morning! The midcap report returns today, and I am looking at: 888 (888) - Half year report JD Sports (JD.) - Half year report ... Read More

Cube Midcap Report (26 June 2019) – BCA, SGC, WG, TLW
FTSE 350

Cube Midcap Report (26 June 2019) – BCA, SGC, WG, TLW

Roland Head- June 25, 2019

Good morning! It's Roland here with the Midcap Report. On my list for today are: BCA Marketplace (BCA) - full-year results from the car auction ... Read More

Cube Midcap Report (31 July 2019) – NXT, INTU, AML
FTSE 350

Cube Midcap Report (31 July 2019) – NXT, INTU, AML

Roland Head- July 31, 2019

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 cover today: Next ... Read More

ReNeuron – Woodford offering another cheap entry? #RENE
Small Cap

ReNeuron – Woodford offering another cheap entry? #RENE

Joel Deakin- December 18, 2019

ReNeuron is an AIM listed stem cell research company where Woodford was a heavy backer, at one point owning over 30% of the shares. Despite ... Read More

Arc Minerals (ARCM) – Tier one copper/cobalt/gold. Bargain pricing!
Small Cap

Arc Minerals (ARCM) – Tier one copper/cobalt/gold. Bargain pricing!

Joel Deakin- November 16, 2018

Arc Minerals (ARCM) is an AIM listed exploration company. The company has two tier one assets, the Misisi gold project in the DRC (Arc own ... Read More

Xeros Technology (XSG) – Washing shareholders of their cash
Small Cap

Xeros Technology (XSG) – Washing shareholders of their cash

Michael Taylor- September 29, 2018

Xeros Technology is another example of an AIM company that does a magic trick with shareholder cash. In January, it announced it would raise more ... Read More

What financial failure looks like #TCG
Small Cap

What financial failure looks like #TCG

Graham Neary- July 13, 2019

This is a great video from the CEO and CFO of Thomas Cook, explaining what the recapitalisation of Thomas Cook (TCG) means for shareholders (hat-tip ... Read More

National Milk Records plc (NMRP) – “Big Data for Dairy”
Small Cap

National Milk Records plc (NMRP) – “Big Data for Dairy”

Simon Hedger- September 26, 2018

It’s not often I stumble across a company that I have: 1) never heard of before, and 2) find myself wholly compelled to find out ... Read More

Cube Midcap Report (10 Oct 2019) – Hargreaves Lansdown still has it #HL #DNLM #SBRE
FTSE 350

Cube Midcap Report (10 Oct 2019) – Hargreaves Lansdown still has it #HL #DNLM #SBRE

Roland Head- October 10, 2019

Good morning! It's Roland here with the Midcap Report. On my list for today are: Hargreaves Lansdown (HL) - trading update from the retail broker, ... Read More

Eurasia Mining (EUA) – An AIM explorer that’s done it!
Small Cap

Eurasia Mining (EUA) – An AIM explorer that’s done it!

Joel Deakin- December 12, 2018

Eurasia Mining is an AIM listed platinum group metals (PGMs) mining company based in Russia. The company's West Kytlim project (Eurasia owns 68%), based in ... Read More

Shifting Shares (21 July 2019) – Heightened probabilities #FUL
Small Cap

Shifting Shares (21 July 2019) – Heightened probabilities #FUL

Michael Taylor- July 22, 2019

Audioboom (BOOM) Audioboom are still blasting their way through cash, but the recent HY report shows all the metrics going in the right direction. It's ... Read More

Risk management as a way of life
Comment

Risk management as a way of life

Graham Neary- October 2, 2019

This is a great 5-minute clip by Whitney Tilson, reflecting on and summarising what he has learned about risk management in his investing career. During ... Read More

Cake Box (CBOX) – An excuse to eat cake in the name of research
Small Cap

Cake Box (CBOX) – An excuse to eat cake in the name of research

Andrew Latto- January 18, 2019

Cake Box is a specialty retailer and manufacturer of vegetarian cakes, which listed on AIM in June 2018 (latest share price 162p, market cap £65 ... 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

RockRose Energy (RRE) – If Carlsberg did acquisition updates
Small Cap

RockRose Energy (RRE) – If Carlsberg did acquisition updates

Joel Deakin- October 16, 2018

Since covering Rockrose a few weeks ago (here), its shares are up over 15% and were briefly above 600p a share following the Dyas acquisition ... Read More

What can we learn from the demise of Bonmarché? #BON
Small Cap

What can we learn from the demise of Bonmarché? #BON

Tony Boden- October 21, 2019

On Friday (18th October) it was revealed that the fashion retailer Bonmarché (formerly listed as BON) had gone into administration. Readers may recall that Bonmarché ... Read More

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