Greatland Gold (GGP) – What has Metal Tiger bought?
I’ve been a long-term shareholder at Metal Tiger (MTR). It has a number of attractive assets but this week’s announcement that it had bought into ... Read More
Wildly speculative crypto forecasts leave me cold
I admire entrepreneurs and technological pioneers. And I always try to keep an open mind when a new venture is launched - even if it's ... Read More
After MelloLondon – TClarke, Duke, Forbidden Tech, National Milk, RAI
A special feature including contributions from Simon Hedger, Michael Taylor and Graham Neary, discussing shares of interest to us which made an appearance at Mello ... Read More
The Enduring Wisdom of Lindsell Train
An RNS passed by without much comment last week. It contained some gems of wisdom which I believe are worth repeating. The RNS in question ... Read More
AJ Bell IPO (AJB) – Quality and growth
Investment platform AJ Bell is set to list on December 7 with December 5 the last day to apply for shares. This is a quality ... Read More
On the Beach (OTB) – A hot summer survivor
On the Beach (OTB) has come through a tough summer that has seen the major tour operators struggle. Fortunately, this online travel agent ("OTA") has ... Read More
Britvic (BVIC) – Squeezing out good results
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
Tales from the Balance Sheet (ShareSoc Masterclass)
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
Mkango Resources (MKA) – Fully-funded to explore for magnets
Mkango Resources is an AIM/TSX listed exploration company with assets in the Republic of Malawi. Its primary asset is the 80%-owned Songwe Hill Rare Earth ... Read More
DP Poland (DPP) – The bull and bear case
PDP Poland (DPP) is the Domino’s Pizza master franchisee for Poland. If first listed in July 2010 at 50 pence (latest share price 24.5p, market ... Read More
Rightmove (RMV) – The “Google” of UK property portals
Rightmove (RMV), the well-known property portal, is a recent addition to my portfolio (latest share price 433p, market cap £3.88 billion). This is a stock ... Read More
SDX Energy (SDX) – Q3 results not what I was expecting!
SDX Energy released its Q3 results yesterday morning (see ) which were the complete opposite of what I hoped for: a weakening balance sheet due ... Read More
Totally (TLY) undervalued? Healthy cash collection and profits
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
Simplybiz (SBIZ) – Modest growth, massive returns
Simplybiz (SBIZ) is listed in the business support services sector and on face value is not exciting. The group provides services to financial intermediaries such ... Read More
Integrated Diagnostics (IDHC) – An impressive Egyptian company in London!
Integrated Diagnostic Holdings (IDHC) is easy for investors to dismiss. The company operates in Egypt, the UK listing is in US dollars and the reporting ... Read More
RockRose Energy (RRE) – The gift that keeps giving!
Since first covering RockRose Energy two months ago (here), the shares are up over 45%. RockRose has just completed a share buyback via a tender ... Read More
Cube Podcast #5: Interview with S&U plc (SUS)
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
Cube Podcast #4: Michael & Graham discuss stock trading, Distil, Brexit, FTSE, GBP and more!
In our latest podcast, Michael Taylor and Graham Neary discuss Michael's stock trading approach, Distil (DIS), Brexit, FTSE index, pound sterling and much more. You can ... Read More
Nakama Group (NAK) – Recruiting for profit
Nakama is an international recruitment business that has been listed since 1999 (previously Highams Systems Services Group). It previously traded in Australia until the closure ... Read More
Options strategies to consider after the latest hedge fund disaster
One of the more remarkable stories to emerge from the US in recent days has been the collapse of optionsellers.com, as it fell victim to ... Read More