Hummingbird Resources (HUM) – Vulnerable to further weakness. I’m out!
Small Cap

Hummingbird Resources (HUM) – Vulnerable to further weakness. I’m out!

Joel Deakin- October 4, 2018

I took the difficult decision to cut Hummingbird shares from my portfolio recently, though I still consider the company to be well run and on ... 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

2018 reflections: inactivity pays dividends
Comment

2018 reflections: inactivity pays dividends

Andrew Latto- December 27, 2018

It is the season for reflections and resolutions. My main takeaway from 2018 is that it really does pay to do nothing most of the ... 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

Cake Box (CBOX) – A slice of franchise growth
Small Cap

Cake Box (CBOX) – A slice of franchise growth

Andrew Latto- January 24, 2019

Cake Box (CBOX) opened its 100th store in September 2018 and is continuing to roll out its egg-free cake shops across the UK. The listed ... Read More

AA (AA.) – Understanding the debt load as both its share price and its customers suffer breakdown
FTSE 350

AA (AA.) – Understanding the debt load as both its share price and its customers suffer breakdown

Graham Neary- October 3, 2018

The AA is a much-loved and classic British brand, but it has been an unsettling ride for shareholders since IPO at 250p in 2014 (latest ... Read More

PPHE Hotel Group (PPHE) – A leading hotelier and developer
Small Cap

PPHE Hotel Group (PPHE) – A leading hotelier and developer

Andrew Latto- September 27, 2018

PPHE Hotel Group is a founder-driven business that runs hotels while also developing new hotel sites. With the main focus in central London and Amsterdam, ... Read More

Losing money on AIM
Comment, Small Cap

Losing money on AIM

Joel Deakin- October 24, 2018

As I'm on my way to India for a couple of weeks' holiday, I've found myself looking back on the decisions I've made during 2018. ... Read More

Thalassa (THAL) – Disturbing, spooky changes make it uninvestible
Small Cap

Thalassa (THAL) – Disturbing, spooky changes make it uninvestible

Graham Neary- October 31, 2018

Bizarre changes at the holding company Thalassa could be sinister, irrelevant or have some benign explanation. After contacting Thalassa's Chairman, I'm still not entirely sure ... Read More

Simplybiz (SBIZ) – Modest growth, massive returns
Small Cap

Simplybiz (SBIZ) – Modest growth, massive returns

Andrew Latto- November 26, 2018

Simplybiz (SBIZ) is listed in the business support services sector and on face value is not exciting. The group provides services to financial intermediaries such ... Read More

Cube Podcast #3: Andrew & Graham on quality investing for all seasons
Podcast

Cube Podcast #3: Andrew & Graham on quality investing for all seasons

Cube Investments- October 29, 2018

In our latest podcast, Andrew Latto and Graham Neary discuss why quality investing is such an attractive approach for the best fund managers, the merits ... Read More

Cube Podcast #9: Simon’s research-driven investment strategy
Podcast, Small Cap

Cube Podcast #9: Simon’s research-driven investment strategy

Cube Investments- February 2, 2019

In our latest podcast, we discussed Simon Hedger's research driven investment strategy with six examples of shares he is interested in. 02:00 Aukett Swanke (AUK) ... Read More

Danakali (DNK) – The premier potash company
Small Cap

Danakali (DNK) – The premier potash company

Joel Deakin- October 3, 2018

Danakali is an LSE and ASX listed company with a 50% owned stake in the Colluli potash project in Eritrea. The other 50% of the ... 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

My New Year’s Resolution (with the help of a business visionary)
Comment

My New Year’s Resolution (with the help of a business visionary)

Graham Neary- January 8, 2019

My New Year's Resolution is to move up the quality spectrum with my investment portfolio. But what does this really mean? I'm going to answer ... Read More

Mortgage Advice Bureau (MAB1) – Quality and income
Small Cap

Mortgage Advice Bureau (MAB1) – Quality and income

Andrew Latto- December 11, 2018

Derby-headquartered Mortgage Advice Bureau (MAB) provides mortgage, protection and general insurance advice. Sparking my interest in it is the fact that it generated a robust ... 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

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

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

Bidstack (BIDS) – Profit from a whole new world of advertising
Small Cap

Bidstack (BIDS) – Profit from a whole new world of advertising

Michael Taylor- September 28, 2018

Bidstack is a provider of in-game native advertising, which means it injects adverts that replicate the same visuals as the video game itself. These adverts ... Read More

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