Emmerson (EML) – The risk/reward potash play
Small Cap

Emmerson (EML) – The risk/reward potash play

Joel Deakin- October 8, 2018

Emmerson is a standard main market listed company developing the Khemisset potash project in Morroco. It was readmitted to the market in June following a ... Read More

Starcom (STAR) – Track and trace technology in a global market
Small Cap

Starcom (STAR) – Track and trace technology in a global market

Michael Taylor- November 13, 2018

Starcom plc provides wireless solutions for remote tracking, monitoring, and protection of assets, shipping and freight, and people. It provides a service that is needed ... Read More

Polymetal – Providing shareholder satisfaction #POLY
FTSE 350

Polymetal – Providing shareholder satisfaction #POLY

John McHale- March 13, 2019

The FTSE 250-listed mining company Polymetal PLC (latest share price 874p, market cap £4.1bn) has announced preliminary results for 2018. Its activities are based in ... 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

Ashmore – Founder selling down stake rattles the shares #ASHM
FTSE 350

Ashmore – Founder selling down stake rattles the shares #ASHM

Graham Neary- February 14, 2019

I covered Ashmore last month with the share price at 372p. It subsequently climbed as high as 420p before today's update knocked investor confidence back again ... Read More

Potash – Demand for this fertiliser is likely to go in only one direction
Comment

Potash – Demand for this fertiliser is likely to go in only one direction

Joel Deakin- October 17, 2018

Potash has nothing to do with pot or cannabis although the FT did suggest that investors were smoking "African pot" when invested in the now ... 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

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

Cube Podcast #5: Interview with S&U plc (SUS)
Podcast

Cube Podcast #5: Interview with S&U plc (SUS)

Cube Investments- November 22, 2018

I was very pleased to have the chance to interview Anthony Coombs, Chairman of S&U plc (SUS). S&U is a leading hire purchase motor finance ... Read More

Salt Lake Potash (SO4) – Clearing things up
Small Cap

Salt Lake Potash (SO4) – Clearing things up

Joel Deakin- November 20, 2018

As I awoke yesterday morning, I was surprised to see that Salt Lake Potash (SO4) had released an RNS about my previous Salt Lake Potash article. ... Read More

Spectra Systems (SPSY) – Washing Cash
Small Cap

Spectra Systems (SPSY) – Washing Cash

Michael Taylor- January 4, 2019

Spectra Systems Corporation is an American company that specialises in washing banknotes (latest share price 118p, market cap £53 million). It appears to have failed ... Read More

Arc Minerals – Cashed up and ready to drill! #ARCM
Small Cap

Arc Minerals – Cashed up and ready to drill! #ARCM

Joel Deakin- February 22, 2019

Since I covered Arc Minerals earlier this month, there have been a number of developments: a placing at 3p, splitting of the Zamsort acreage and ... Read More

The Art of Execution – What to do when you’re winning
Comment

The Art of Execution – What to do when you’re winning

Graham Neary- February 21, 2019

If you read the first part of this review, you won't be expecting me to lavish much praise on this book in the conclusion. But it ... 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

Shifting Shares (17 Feb 2019) – Cash is a position #MTFB #LVCG #PRSM
Small Cap

Shifting Shares (17 Feb 2019) – Cash is a position #MTFB #LVCG #PRSM

Michael Taylor- February 18, 2019

News roundup The best trading opportunity in months presented itself last week with Motif Bio (MTFB), as the FDA did not grant approval to Iclaprim ... Read More

Shifting Shares – Brick by brick (LVCG, SQZ, BBSN, PRD)
Small Cap

Shifting Shares – Brick by brick (LVCG, SQZ, BBSN, PRD)

Michael Taylor- January 27, 2019

It's been a fantastic week on AIM. There were many short term spikes in prices, and trade on news opportunities to scalp. G4M managed to ... 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

Copying Warren Buffett’s structural advantages – including his “secret” one
Comment

Copying Warren Buffett’s structural advantages – including his “secret” one

Graham Neary- February 25, 2019

Over the weekend, Berkshire Hathaway published its latest annual shareholder letter. While Buffett's views on the American economy and the latest accounting rules might be ... Read More

Bushveld Minerals (BMN) – AIM’s vanadium powerhouse keeps delivering!
Small Cap

Bushveld Minerals (BMN) – AIM’s vanadium powerhouse keeps delivering!

Joel Deakin- November 14, 2018

Since covering Bushveld Minerals here, Bushveld has released Q3 results. Happily, the vanadium price and Bushveld's share price have both increased (latest share price: 49.6p ... Read More

Patisserie Holdings (CAKE) – Going down like a wet victoria sponge
Small Cap

Patisserie Holdings (CAKE) – Going down like a wet victoria sponge

Michael Taylor- October 12, 2018

It's not often a few million quid goes missing. But it's the second time this year now that it has, after Conviviality's (CVR) cratering back ... Read More

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