I like to be in America – Top 20 US shares for UK/Euro investors (Part 1)
Comment

I like to be in America – Top 20 US shares for UK/Euro investors (Part 1)

Graham Neary- January 21, 2019

The USA accounts for something like a third of total stock market capitalisation - worth more than all of the major European markets put together. ... Read More

Bushveld Minerals – management deliver again #BMN
Small Cap

Bushveld Minerals – management deliver again #BMN

Joel Deakin- May 4, 2019

When I last covered Bushveld, I mentioned that I’d taken the difficult decision to sell my position in it at about 30p, due to the vanadium ... Read More

Time Out (TMO) – Horrific losses and cash burn make for grim reading
Small Cap

Time Out (TMO) – Horrific losses and cash burn make for grim reading

Michael Taylor- September 9, 2018

If most companies on AIM erode (destroy in some cases) shareholder value, and a third of these by 90% or more, why are AIM investors ... Read More

Infrastrata (INFA) – The raise wasn’t ideal but the opportunity is!
Small Cap

Infrastrata (INFA) – The raise wasn’t ideal but the opportunity is!

Joel Deakin- February 1, 2019

Having literally just covered INFA for Cube. I was surprised that the company decided to raise £1.5 million via a discounted placing at what I consider ... Read More

Gear4music (G4M) – Is the music playing a different tune?
Small Cap

Gear4music (G4M) – Is the music playing a different tune?

Michael Taylor- September 9, 2018

Personally, I do not think this is a great update. Are there positives? Of course. Sales are 36% ahead of expectations. “Good progress” made with ... Read More

AJ Bell (AJB) – Still looking good
FTSE 350

AJ Bell (AJB) – Still looking good

Andrew Latto- January 9, 2019

AJ Bell (AJB) successfully listed on 6 December at 160p and currently trades at close to 255p. The company will issue a first quarter trading ... 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

Eurasian mystery solved – and another warning about foreign shares #DPEU
Small Cap

Eurasian mystery solved – and another warning about foreign shares #DPEU

Graham Neary- April 11, 2019

In my recent article regarding DP Eurasia, I noted this unusual footnote to the company's preliminary results, released on April 4th: DP Eurasia shareholder Fides Food ... Read More

The Cube Midcap Report (Mon 3 June 2019) – Introduction/FAQ
FTSE 350

The Cube Midcap Report (Mon 3 June 2019) – Introduction/FAQ

Graham Neary- June 3, 2019

Good morning everyone, Welcome to the Cube Midcap Report! This will be a semi-regular article discussing the latest mid-cap news. There is nothing on the ... Read More

2018 – My Best Year Ever
Comment, Small Cap

2018 – My Best Year Ever

Simon Hedger- December 20, 2018

2018 has turned out to be my best year ever. As famed billionaire investor and philanthropist Charlie Munger once said “Develop into a lifelong self-learner ... Read More

Arc Minerals – Patience pays off! #ARCM
Small Cap

Arc Minerals – Patience pays off! #ARCM

Joel Deakin- February 12, 2019

I first covered Arc Minerals back in November and suggested that the shares were a bargain. Mr Market didn’t agree as the shares fell as low ... Read More

I’ve bought a UK retailer – what can I be thinking?
Small Cap

I’ve bought a UK retailer – what can I be thinking?

Tony Boden- April 27, 2019

A Grim time for Discretionary Retail The last couple of years have been a pretty bad time to have exposure to UK discretionary retailers. There ... Read More

Halma (HLMA) – Spreading the health (and wealth)
FTSE 350

Halma (HLMA) – Spreading the health (and wealth)

John McHale- January 29, 2019

Halma is a healthy and safety-oriented manufacturing group whose purpose is “to grow a safer, cleaner, healthier future for everyone, every day”. Management have increased ... Read More

Fulham Shore (FUL) – Let’s take a detailed look at its tasty prospects
Small Cap

Fulham Shore (FUL) – Let’s take a detailed look at its tasty prospects

Andrew Latto- October 10, 2018

Do you like pizza? If the answer is yes then you may be interested in Fulham Shore, the owner of Franco Manca. CEO David Page ... Read More

The Dirty (Half) Dozen – Simon’s updates for 2019 YTD
Small Cap

The Dirty (Half) Dozen – Simon’s updates for 2019 YTD

Simon Hedger- March 20, 2019

What a year 2019 has been so far! I wont mention the 'B' word that has occupied much of the news and social media airtime so ... Read More

Merlin Entertainments (MERL) – Rollercoaster for shareholders may have opened a value opportunity
FTSE 350

Merlin Entertainments (MERL) – Rollercoaster for shareholders may have opened a value opportunity

Graham Neary- October 18, 2018

Shares in Merlin Entertainments took another tumble this week, dropping 8% after a disappointing trading update (latest share price 340.7p, market cap £3,482 million). It ... 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

A.G. Barr – Lots in the bag for shareholders #BAG
FTSE 350

A.G. Barr – Lots in the bag for shareholders #BAG

Graham Neary- March 28, 2019

This is just a very quick note on A.G. Barr, the Glasgow-based drinks company. It announced final results on Tuesday which were well-received by the ... 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

C&C – Shares neglected as ghost of Conviviality returns to life #CCR
Small Cap

C&C – Shares neglected as ghost of Conviviality returns to life #CCR

Graham Neary- March 7, 2019

One of the RNS announcements which caught my eye today was this little update from C&C (latest share price €3.21, market cap €1,000 million). As ... Read More

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