Author: Joel Deakin
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
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
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
Joel’s Resource Report (27 Sep 2019) #EOG #RRE #SML
I last wrote whilst on training at Crotonville, GE's leadership development centre about an hour north of Manhattan. Since then, my optimism for the world's ... Read More
Joel’s Resource Report (20 Sep 2019) #RRE #SXX #ARCM
Joel is away on business again and he sends us this roundup for the resources space. RockRose Energy (RRE) Interim results due next week. The ... Read More
Joel’s Resource Report – Letting experts allocate capital at #RBD
Earlier this week, I3 Energy’s announcement that they’d drilled a duff well (with a 90% chance of success) caused the shares to immediately tank by ... Read More
RockRose Energy – The interview you’ve all been waiting for
Like a lot of other investors, I've been eagerly awaiting Andrew Austin's interview: https://www.youtube.com/watch?v=xKasF9FzgU0 Key Takeaways $300 million in net cash on the balance sheet. ... Read More
Joel’s Resource Report (6 Sep 2019) – Mine gold, create value
I spent my weekend trying to find undervalued gold producers. A lot of companies which are discussed on Twitter just don’t get me excited at ... Read More
Joel’s Resource Report (30 Aug 2019) – Investing when others are fearful
Global markets around the world are volatile and many investors appear to be scared. I perhaps controversially remain nearly 100% invested. I’m not advocating this ... Read More
Joel’s Resource Report (23 Aug 2019) – Not all bleak! #RRE #ARCM
Like Michael, who has a weekly Cube column, I’ve now agreed to do one – focused on resources. As I’ve been away for a while, ... Read More
Serabi Gold – highly leveraged gold play #SRB
I’ve been away in the US for over a month with work - sorry! Given recent political events and the rocketing gold price, covering a ... Read More
Joel’s Resource Roundup (19 June 2019) #JKX #MKA #SO4 #RBD
I've been relatively quiet in the past month or so as I've been focused on getting a US work visa for a month in Atlanta. ... Read More
Jangada Mines – Management strike again #JAN
Having previously written that Jangada mines could be an overlooked opportunity due to mismanagement last year, management have now effectively thrown in the towel. The ... Read More
Kenmare Resources – future cash machine #KMR
Kenmare Resources is a London and Irish Stock Exchange listed mineral sands mining company operating in Mozambique. The company produces ilmenite (titanium-iron oxide) and zircon ... Read More
Bushveld Minerals – Vametco EBITDA calculations #BMN
The Bushveld Minerals (BMN) share price crashed over 10% today as the vanadium price continued to decline. Last week, the company released its vanadium Q1 ... Read More
Jangada – An overlooked opportunity #JAN
Jangada Mines (JAN) is focused on developing the Pedra Branca project in North-Eastern Brazil. This project is primarily palladium and gold with additional credits from ... Read More
Itaconix – World class tech and partnerships #ITX
Itaconix (formerly Revolymer) (ITX) is the world leader in developing and producing bio-based polymers from itaconic acid (more on this below). Previous management were not ... Read More
Tekcapital’s miniature tech portfolio (in-depth report) #TEK
Tekcapital (TEK) is an IP investment company that I first saw at a Proactive event several years ago. I’ve followed it ever since. There are ... Read More
Bushveld Minerals – management deliver again #BMN
When I last covered Bushveld, I mentioned that I’d taken the difficult decision to sell my position in it at about 30p, due to the vanadium ... Read More
Mkango resources – silly enterprise value makes easy buy and hold #MKA
Since I covered Mkango (MKA) in late November last year, the share price hasn’t appreciated as I hoped, and so the undervaluation which I perceived ... Read More