Greatland Gold (GGP) – What has Metal Tiger bought?
Small Cap

Greatland Gold (GGP) – What has Metal Tiger bought?

Joel Deakin- December 7, 2018

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
Comment

Wildly speculative crypto forecasts leave me cold

Graham Neary- December 6, 2018

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
Small Cap

After MelloLondon – TClarke, Duke, Forbidden Tech, National Milk, RAI

Cube Investments- December 5, 2018

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
Comment

The Enduring Wisdom of Lindsell Train

Graham Neary- December 4, 2018

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
FTSE 350

AJ Bell IPO (AJB) – Quality and growth

Andrew Latto- December 3, 2018

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
FTSE 350

On the Beach (OTB) – A hot summer survivor

Andrew Latto- December 1, 2018

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
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

Tales from the Balance Sheet (ShareSoc Masterclass)
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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

Mkango Resources (MKA) – Fully-funded to explore for magnets
Small Cap

Mkango Resources (MKA) – Fully-funded to explore for magnets

Joel Deakin- November 29, 2018

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
Small Cap

DP Poland (DPP) – The bull and bear case

Andrew Latto- November 27, 2018

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
FTSE 350

Rightmove (RMV) – The “Google” of UK property portals

Graham Neary- November 27, 2018

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!
Small Cap

SDX Energy (SDX) – Q3 results not what I was expecting!

Joel Deakin- November 27, 2018

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
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

Simplybiz (SBIZ) – Modest growth, massive returns
Small Cap

Simplybiz (SBIZ) – Modest growth, massive returns

Andrew Latto- November 26, 2018

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!
Small Cap

Integrated Diagnostics (IDHC) – An impressive Egyptian company in London!

Andrew Latto- November 23, 2018

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!
Small Cap

RockRose Energy (RRE) – The gift that keeps giving!

Joel Deakin- November 22, 2018

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)
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

Cube Podcast #4: Michael & Graham discuss stock trading, Distil, Brexit, FTSE, GBP and more!
Podcast

Cube Podcast #4: Michael & Graham discuss stock trading, Distil, Brexit, FTSE, GBP and more!

Cube Investments- November 21, 2018

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
Small Cap

Nakama Group (NAK) – Recruiting for profit

Michael Taylor- November 21, 2018

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
Comment

Options strategies to consider after the latest hedge fund disaster

Graham Neary- November 20, 2018

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

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