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

Mkango Resources (MKA) – Fully-funded to explore for magnets
Small Cap

Mkango Resources (MKA) – Fully-funded to explore for magnets

Joel Deakin- November 29, 2018

Mkango Resources is an AIM/TSX listed exploration company with assets in the Republic of Malawi. Its primary asset is the 80%-owned Songwe Hill Rare Earth ... Read More

Greatland Gold (GGP) – What has Metal Tiger bought?
Small Cap

Greatland Gold (GGP) – What has Metal Tiger bought?

Joel Deakin- December 7, 2018

I’ve been a long-term shareholder at Metal Tiger (MTR). It has a number of attractive assets but this week’s announcement that it had bought into ... Read More

Totally (TLY) undervalued? Healthy cash collection and profits
Small Cap

Totally (TLY) undervalued? Healthy cash collection and profits

Michael Taylor- November 26, 2018

Totally plc provides solutions to the healthcare sector and is primarily in the business of providing outsourced departments for the NHS. Management are carrying out ... Read More

Falanx (FLX) – A buy and build play in an industry ripe for consolidation
Small Cap

Falanx (FLX) – A buy and build play in an industry ripe for consolidation

Michael Taylor- October 23, 2018

Falanx Group provides global cyber security and intelligence services, working with blue-chip and government clients. The company is now embarking on a buy and build ... Read More

Cube Podcast #4: Michael & Graham discuss stock trading, Distil, Brexit, FTSE, GBP and more!
Podcast

Cube Podcast #4: Michael & Graham discuss stock trading, Distil, Brexit, FTSE, GBP and more!

Cube Investments- November 21, 2018

In our latest podcast, Michael Taylor and Graham Neary discuss Michael's stock trading approach, Distil (DIS), Brexit, FTSE index, pound sterling and much more. You can ... Read More

The Enduring Wisdom of Lindsell Train
Comment

The Enduring Wisdom of Lindsell Train

Graham Neary- December 4, 2018

An RNS passed by without much comment last week. It contained some gems of wisdom which I believe are worth repeating. The RNS in question ... Read More

Somero Enterprises (SOM) – Flat floors matter (apparently!)
Small Cap

Somero Enterprises (SOM) – Flat floors matter (apparently!)

Andrew Latto- September 17, 2018

Somero Enterprises makes the machines that enable builders to deliver flat, concrete floors.  Exciting stuff.  The obvious question is: to what extent is a flat ... Read More

Britvic (BVIC) – Squeezing out good results
FTSE 350

Britvic (BVIC) – Squeezing out good results

Graham Neary- November 30, 2018

Shares in the drinks company Britvic (BVIC) have broken out to a new high following the publication of full-year results (latest share price 857.5p, market ... Read More

Keith Ashworth-Lord and the Buffett way: Part 2 – Quality Investing
Comment

Keith Ashworth-Lord and the Buffett way: Part 2 – Quality Investing

Andrew Latto- October 22, 2018

Keith Ashworth-Lord is a quality investor through and through.  Quality investors like to do their homework and figure out whether a company is adding value.  ... Read More

Cube Podcast #1: Interview with Duke Royalty (DUKE)
Small Cap, Podcast

Cube Podcast #1: Interview with Duke Royalty (DUKE)

Cube Investments- October 10, 2018

For our first podcast, I was delighted to interview Charlie Cannon-Brookes, Executive Director of Duke Royalty Limited (DUKE). Please note the important disclaimer which applies ... 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

Ophir Energy (OPHR) – Follow the money
Small Cap

Ophir Energy (OPHR) – Follow the money

Michael Taylor- October 15, 2018

Ophir Energy is an independent upstream oil and gas exploration and production company focused on Asia and Africa. Its share price reached a high of ... Read More

Keith Ashworth-Lord and the Buffett way: Part 1 – The fund
Comment

Keith Ashworth-Lord and the Buffett way: Part 1 – The fund

Andrew Latto- October 19, 2018

The fund manager Keith Ashworth-Lord has handsomely beaten the market since since he started his Buffettology fund in March 2011. His investment approach is mapped ... Read More

National Milk Records (NMRP) – Bullish full year results
Small Cap

National Milk Records (NMRP) – Bullish full year results

Simon Hedger- October 4, 2018

Further to Part 1 of my article on National Milk Records (NMRP), the company has today released its full year results for the year ended ... Read More

Tobacco Trends – A macro view suggests that demand will remain robust
Comment, FTSE 350

Tobacco Trends – A macro view suggests that demand will remain robust

Graham Neary- September 29, 2018

Shareholders in British American Tobacco (BATS) and Imperial Brands (IMB) have been experiencing something they may have grown unaccustomed to: protracted share price declines. Both ... Read More

ShareSoc – the Share(ing) Society for the Private Investor
Comment

ShareSoc – the Share(ing) Society for the Private Investor

Simon Hedger- October 18, 2018

I can't say hand on heart if it's true, but Buddah supposedly once said "There is no wealth like knowledge, and no poverty like ignorance". Billionaire investor and ... Read More

JKX Oil & Gas (JKX) – Oligarchs offer investors a growing recovery play
Small Cap

JKX Oil & Gas (JKX) – Oligarchs offer investors a growing recovery play

Joel Deakin- September 15, 2018

JKX Oil & Gas (JKX) is a Russia/Ukraine focused company which is well positioned to benefit from booming natural gas prices. The company has had ... Read More

Tales from the Balance Sheet (ShareSoc Masterclass)
Comment

Tales from the Balance Sheet (ShareSoc Masterclass)

Graham Neary- November 29, 2018

These are the draft slides for the talk I delivered as part of the ShareSoc Masterclass in London this week. It was a privilege to ... 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

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