Cube Podcast #14: Joel returns from paradise #PLUS #BMN #RRE #SOS
For this podcast, Graham was joined by Cube contributor Joel Deakin, following his return from a business trip and a holiday. Podcast index: 02:00 Plus500 ... Read More
Shifting Shares (16 April 2019) – Going Platinum #FDEV #SLP
News roundup Last week, Indivior (INDV) announced that it was to be the subject of a Grand Jury Indictment, which, whilst a long and drawn ... Read More
Bushveld Minerals – Vanadium price crashing, I’m out! #BMN
On Friday I took the difficult decision to sell my entire BMN holding at about 30 pence. Having just bought some more shares at 39p ... Read More
JKX – Full steam ahead! #JKX
Since covering JKX in late January, the shares are up about 20% after a number of positive developments (latest share price 57p ask, market cap ... Read More
Late bubble investing at its finest $TSLA $TSLAQ
Tesla will host an "Autonomy Investor Day" on April 22, hoping to convince Wall Street that it deserves to be valued like Lyft (just IPO'd ... Read More
Eurasian mystery solved – and another warning about foreign shares #DPEU
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
New, exotic IPOs require caution
One of the things that happens when you're trawling the RNS feed every morning is that you end up reading about strange and wonderful IPOs. ... Read More
AA still looks like a private equity accident #AA
It's been a while since I last covered the AA (latest share price 80p, market cap £490 million), whose shares were thrust onto the stock market ... Read More
888 teases shareholders with the prospect of big buybacks
One of the holdings in my portfolio which I'm currently feeling most optimistic about is 888 (latest share price 162p, market cap £595 million or ... Read More
Shifting Shares (7 April 2019) – Parklife! #PMG
News roundup ReNeuron (RENE) had another good RNS this week, after a a strong buyer came in and pushed the price up - RENE was ... Read More
Graham’s Investing Diary (6 April 2019) – Slowly, Slowly
It's been just over a month since my last update, so it feels like a good time to give you an update on my recent ... Read More
7 Signs of Ethical Collapse at Tesla $TSLA $TSLAQ
A book published in 2006 has recently resurfaced in the context of Tesla (TSLA) (latest share price $268, market cap $46 billion). The book is titled ... Read More
DP Eurasia – Lots of adj. EBITDA, still waiting on big profits #DPEU
For the second day in a row, I am reporting on a holding in my portfolio whose profitability is in doubt. This feels quite unusual! ... Read More
CMC Markets – The glass is only half-empty #CMCX
The latest trading update from CMC won't have any shareholders (like me) jumping for joy. It's another profit warning (latest share price 79.65p, market cap ... Read More
Shifting Shares (1 April 2019) – The Perfect Hedge #BBSN #LIT
News roundup Brave Bison announced its results last week and the stock promptly dumped, flushing out all weak hands including myself. It didn't help that ... Read More
Loungers tests demand for bar and restaurant shares #RBG #FUL
Over-capacity in UK bars and restaurants is widely acknowledged. Intense competition, declining footfall and rising costs (combined from time to time with failures of management) ... Read More
A.G. Barr – Lots in the bag for shareholders #BAG
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
Shifting Shares (27 March 2019) – Managing downside #DEB #IDP #BBSN
News roundup Debenhams may finally be going under, as its released a statement which sounded ominous. On the other hand, Mike Ashley might offer 5p ... Read More
Don’t count your chickens – even when they have hatched #FTC #IQE
Everyone loves the idea of that one stellar multi-bagger that makes their fortune don’t they? Even though I think there are easier and safer ways ... Read More
Musk’s lawyers mount a spirited defense
It's not my intention at all that this should become some sort of Tesla blog, but the news has come thick and fast in recent ... Read More