Author: Joel Deakin

A glutton for punishment - investing primarily in junior mining stocks for over five years. Passed CFA level 1 and aim through fundamental analysis to understand whether companies are over or undervalued by the market. Believes that analysis and liquidity on AIM are poor leading to mis-priced investments. Long term goal - financial freedom.

Pensana Metals – the world’s next rare earths miner? #PM8
Small Cap

Pensana Metals – the world’s next rare earths miner? #PM8

Joel Deakin- June 29, 2020

At the time of writing the author holds a long position in Pensana. Pensana Metals (PM8) is an ASX listed (and soon to be London-listed) ... Read More

Joel’s Resource Report – AfriTin needs to do what it says on the tin
Small Cap

Joel’s Resource Report – AfriTin needs to do what it says on the tin

Joel Deakin- June 22, 2020

(Note from Graham - the Midcap Report is back on Tuesday! For now, here are Joel's latest thoughts on resources.) At the time of writing ... Read More

Hummingbird Resources – Spreading its wings #HUM
Small Cap

Hummingbird Resources – Spreading its wings #HUM

Joel Deakin- June 9, 2020

Hummingbird Resources is an AIM listed gold mining company whose primary asset is the Yanfolila mine in Mali. I bought back into Hummingbird recently as ... Read More

Joel’s Resource Report – where are you invested? #SO4 #CAI #LGO #HUM #WAF
Small Cap, Comment

Joel’s Resource Report – where are you invested? #SO4 #CAI #LGO #HUM #WAF

Joel Deakin- June 1, 2020

A slightly different take on the Resources Report - where are you invested? Resource investors often find themselves investing in countries which bear little resemblance ... Read More

Joel’s Resource Report – Golden Income Investment #AAZ
Small Cap

Joel’s Resource Report – Golden Income Investment #AAZ

Joel Deakin- May 25, 2020

Anglo Asian has developed a track record of delivering results. A low all-in sustaining cost has helped to protect their projects from fluctuating commodity prices. ... Read More

Why I’ve finally bought in to this graphite project #ACP
Small Cap

Why I’ve finally bought in to this graphite project #ACP

Joel Deakin- May 18, 2020

Armadale Capital is an AIM listed investment company whose primary focus is the Mahenge Liandu Graphite project in Tanzania. At 3.5 pence to buy Armadale’s ... Read More

Joel’s Resource Report – Golden Prospects
Small Cap

Joel’s Resource Report – Golden Prospects

Joel Deakin- May 11, 2020

Like any self-respecting private investor, I spent some of the bank holiday weekend researching multiple companies. Once you step outside the UK markets & start ... Read More

Joel’s Resource Report – Bombed out potash play
Small Cap

Joel’s Resource Report – Bombed out potash play

Joel Deakin- May 4, 2020

I first invested in this company nearly a year and a half ago, at the same time as institutions were investing in it. The project ... Read More

Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM
Small Cap, Comment

Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM

Joel Deakin- April 27, 2020

In a world of contracting economies, is the demand for copper, oil or commodities really going to be at the levels they were pre-coronavirus? Looking ... Read More

Joel’s Resource Report – Having your cake and eating it #YCA #GCL
Small Cap

Joel’s Resource Report – Having your cake and eating it #YCA #GCL

Joel Deakin- April 14, 2020

I hope you've all had a great Easter weekend after what I can only describe as a crazy week. The stock market completely disconnected from ... Read More

Joel’s Resource Report – Getting Trumped
Comment

Joel’s Resource Report – Getting Trumped

Joel Deakin- April 6, 2020

(The Midcap Report is back tomorrow. In the meantime, here are some comments from Joel on recent action in the oil space.) A few weeks ... Read More

Joel’s Resource Report – Force Field Analysis #RRE
Small Cap

Joel’s Resource Report – Force Field Analysis #RRE

Joel Deakin- March 30, 2020

Good morning all, I hope that readers are keeping well both mentally and physically. I've found see-sawing markets incredibly difficult to navigate, such is the ... Read More

Joel’s Resource Report – High Risk Hedging
Small Cap

Joel’s Resource Report – High Risk Hedging

Joel Deakin- March 16, 2020

Morning all. Given global and macro events we’ll no doubt be in for another interesting week – albeit somewhat lacking in sport. I have no ... Read More

Joel’s Resource Report – Everything Must Go! #RRE #SO4
Small Cap, Comment

Joel’s Resource Report – Everything Must Go! #RRE #SO4

Joel Deakin- March 13, 2020

Well that escalated rather quickly! It was less than two weeks ago that I started dramatically altering the construction of my portfolio in light of ... Read More

Joel’s Resource Report – Golden updates #RSG #HUM #CORA
Small Cap

Joel’s Resource Report – Golden updates #RSG #HUM #CORA

Joel Deakin- March 6, 2020

After last week's excitement on the stock market, this week has been no less volatile with global indices such as the S&P 500 moving up ... Read More

Hedging My Virus Bets
Comment

Hedging My Virus Bets

Joel Deakin- March 3, 2020

After last week's horrendous losses, I spent the entire weekend reflecting, thinking and analysing the macro picture. This led me to two conclusions: 1. A ... Read More

Joel’s Resource Report – Game Theory #RRE
Small Cap

Joel’s Resource Report – Game Theory #RRE

Joel Deakin- February 29, 2020

"Holy ****!" Is how I've felt, looking at my portfolio - surely things can't get any worse? Well apparently they can. I've never lost more ... Read More

Vanadium wars with the price at multi-year lows #BMN #LGO
Small Cap

Vanadium wars with the price at multi-year lows #BMN #LGO

Joel Deakin- February 25, 2020

The author has long positions in shares discussed below. Vanadium is a metal primarily used to strengthen steel. After a volatile couple of years, its ... Read More

Joel’s Resource Report – broken RNS machine! #ATM #JKX #SO4 #SLP
Small Cap

Joel’s Resource Report – broken RNS machine! #ATM #JKX #SO4 #SLP

Joel Deakin- February 21, 2020

Another week has rolled by and my portfolio has continued moving along at a snail's pace, although some good news has emerged from a few ... Read More

Joel’s Resource Report – Gemstones back on AIM #TSG #EUA #GEM
Small Cap

Joel’s Resource Report – Gemstones back on AIM #TSG #EUA #GEM

Joel Deakin- February 17, 2020

Another week's flown by and news was light. That being said, there were a few highlights. Tran-Siberian Gold (TSG) - golden tip or junk? This ... Read More

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