Ashley House – Reflections on a painful lesson #ASH
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
Shifting Shares (22 October 2019) – Salad days #LVCG #ALT #FUL #SPSY
I like this company - as in I like eating their pizzas. I'm probably going to go tonight. The salad is an excellent side, too. ... Read More
The buzz is back at Record (maybe) #REC
Here's one that not many of you will have noticed. Last Thursday, Record plc issued a Q2 trading update. This is a specialist currency manager which ... Read More
D4T4 Solutions – Trading Update #D4T4
D4T4 Solutions (#D4T4) - Latest share price: 220p, market cap £86 million Investors were provided today with a trading update from data platform ... Read More
What can we learn from the demise of Bonmarché? #BON
On Friday (18th October) it was revealed that the fashion retailer Bonmarché (formerly listed as BON) had gone into administration. Readers may recall that Bonmarché ... Read More
Cube Midcap Report (18 Oct 2019) – The London Underdog #LSE #IHG #AVST
Good morning! In the aftermatch of all that Brexit news flow yesterday, the pound has remained firm against the euro (EURGBP is 86.5 at the ... Read More
Joel’s Resource Report (18 Oct 2019) – a #VAST opportunity!
The last week’s news flow in resources has been about as exceptional as my portfolio’s performance – uninspiring. But one company whose shares have experienced ... Read More
Cube Midcap Report (17 Oct 2019) – Brexit beckons #ULVR #RTO #GFTU #MONY
Good morning! A busy day in mid-caps (and big-caps) today. Some RNS announcements I've noticed: Unilever (ULVR) - 3rd quarter trading statement Rentokil Initial (RTO) ... Read More
Scientific Digital Imaging – a (rare) lowly valued compounder #SDI
Scientific Digital Imaging – A (rare) lowly valued compounder By guest writer Eric. Brief synopsis Despite the relatively small market cap of around £50m, it’s ... Read More
Cube Midcap Report (16 Oct 2019) – #SGRO
Hi again! I'm back with a short Midcap Report for today. Today, we had news from: Segro (SGRO) - trading update Barratt Developments (BDEV) - ... Read More
Shifting Shares (13 Oct 2019) – Bargepoles ready #TLY #SOS #SXX
In this regular report, Michael Taylor offers his latest trading ideas on a wide range of stocks. This is Gold content! Not logged in? Log ... Read More
Joel’s Resource Report (11 Oct 2019) – Not all placings are bad!
A couple of weeks ago, I discussed my optimism for the world economy, after shopping in New York and seeing all the fully booked restaurants ... Read More
Cube Midcap Report (10 Oct 2019) – Hargreaves Lansdown still has it #HL #DNLM #SBRE
Good morning! It's Roland here with the Midcap Report. On my list for today are: Hargreaves Lansdown (HL) - trading update from the retail broker, ... Read More
Zotefoams – What The Foam? #ZTF
InIntroduction Zotefoams manufacture and sell foam. The two key segments representing 98% of turnover are the Polyolefin and High Performance Products. The company has been ... Read More
Shifting Shares (6 Oct 2019) – The unthinkable #ABDP #BIDS #MKS
The unthinkable. Nobody ever thinks it can happen. And then it happens. The stock dumps 50%, because price moves from expectation to reality. Speculation - ... Read More
Goodwill to all persons
If you are thinking it is a little early to be talking about Christmas, then you are clearly not in the retail trade! But Lo, ... Read More
Joel’s Resource Report (3 Oct 2019) – Quality potassium #EML
AIM and stock markets around the world may be collapsing which for a permabull like myself means that there are now bargains galore. When I ... Read More
Risk management as a way of life
This is a great 5-minute clip by Whitney Tilson, reflecting on and summarising what he has learned about risk management in his investing career. During ... Read More
Shifting Shares (30 Sep 2019) – Hopping the pond $UBER $NFLX #SXX
The UK has plenty of shorting opportunities, but UK equities are not valued anywhere close to how Britain's colonial upstarts value theirs. Americans do love ... Read More
Haynes Publishing Group – Firmly in Top Gear #HYNS
Haynes Publishing Group (HYNS) – Latest share price: 300p, market cap £45 million Readers of Cube will know from my previous articles that I’ve been a fan ... Read More