Shifting Shares (12 June 2019) – Dilapidated sites aren’t exciting #LGRS
Small Cap

Shifting Shares (12 June 2019) – Dilapidated sites aren’t exciting #LGRS

Michael Taylor- June 12, 2019

I'm finding fewer stocks breaking out as the weeks go by. That tells me to flip my strategy around and start looking for breakdowns rather ... 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

Domino’s Pizza: An introduction to this high-performing pizza giant
Comment, FTSE 350

Domino’s Pizza: An introduction to this high-performing pizza giant

Andrew Latto- October 26, 2018

Domino’s Pizza overtook Pizza Hut earlier this year to become the world’s largest pizza seller. The group offers investors a simple store rollout story in ... Read More

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

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

Graham Neary- February 18, 2019

This will be the first half of a review of The Art of Execution by Lee Freeman-Shor. The book deserves five stars for its title, which is ... 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

Cube Midcap Report (4 July 2019) – CCR, PSH
FTSE 350

Cube Midcap Report (4 July 2019) – CCR, PSH

Graham Neary- July 4, 2019

Good morning! Happy 4th of July to our American friends. Today I plan to look at: C&C (CCR) - AGM Statement Pershing Square Holdings (PSH) ... Read More

Thalassa threatens LSR officers with possible imprisonment #THAL
Small Cap

Thalassa threatens LSR officers with possible imprisonment #THAL

Graham Neary- May 2, 2019

The struggle for control over Local Shopping REIT has taken an ugly turn today with Thalassa's Chairman accusing LSR of breaching the Companies Act 2006, "due ... 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

Cube Midcap Report (18 Sep 2019) – Gaming champ #KWS #KGF #BLND
FTSE 350

Cube Midcap Report (18 Sep 2019) – Gaming champ #KWS #KGF #BLND

Roland Head- September 18, 2019

Good morning, It's Roland here with today's Midcap Report. The companies I'm planning to cover today are: Keyword Studios (KWS) - half-year results and another ... Read More

Report from the Volvere AGM, June 2019 #VLE
Small Cap

Report from the Volvere AGM, June 2019 #VLE

Graham Neary- June 25, 2019

These are my notes from the Volvere (VLE) AGM which took place on June 24, 2019. Volvere is by by some distance the largest single ... Read More

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

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

Exclusive: Interview with Ron Series, Chairman of DX Group (DX)
Small Cap

Exclusive: Interview with Ron Series, Chairman of DX Group (DX)

Graham Neary- October 17, 2018

DX Group (DX), the logistics business offering a range of delivery services, has been recapitalised and refreshed with a new management team over the past year. ... Read More

Soul-searching after strange events at my quirky fixed income holding
Small Cap

Soul-searching after strange events at my quirky fixed income holding

Graham Neary- April 29, 2019

Regular readers will know that I have a few fixed income holdings in my personal portfolio. My primary holding is the iShares $ Short Duration ... Read More

Management Resource Solutions (MRS) – Guidance confirmed
Small Cap

Management Resource Solutions (MRS) – Guidance confirmed

Michael Taylor- January 17, 2019

I previously covered MRS here. The shares have come off a little bit since then, in part due to a big seller (latest share price ... Read More

Ashley House – Reflections on a painful lesson #ASH
Small Cap

Ashley House – Reflections on a painful lesson #ASH

Simon Hedger- October 22, 2019

Ashley House (#ASH) – Latest share price: 4.1p, market cap £2.5 million Yesterday,  Ashley House plc (ASH), the AIM (and SSX) listed housing and health property developer ... Read More

Cube Podcast #17: In-depth views on Rockrose & Sirius #RRE #SXX
Podcast, Small Cap

Cube Podcast #17: In-depth views on Rockrose & Sirius #RRE #SXX

Cube Investments- August 19, 2019

For this podcast, Graham was joined by Joel Deakin (@jmhdeakin). We discuss Rockrose Energy (RRE) and Sirius Minerals (SXX). Please note the important disclaimer which ... Read More

Hargreaves Lansdown (HL): The type of company to look for when Mr Market is gloomy
FTSE 350

Hargreaves Lansdown (HL): The type of company to look for when Mr Market is gloomy

Andrew Latto- October 12, 2018

There are of lots of companies with fat profit margins and there are lots of companies that are growing rapidly. It is relatively rare, however, ... 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

What are penny stocks? – bonus interview at IG
Comment

What are penny stocks? – bonus interview at IG

Cube Investments- July 1, 2019

The Cube Midcap Report is back tomorrow, Tuesday. Until then, here's a clip of Graham being interviewed at IG with the simple topic - "What are ... Read More

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