Author: Joel Deakin

A glutton for punishment - investing primarily in junior mining stocks for over five years. Passed CFA level 1 "for fun" 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.

Joel’s Resource Report (18 Oct 2019) – a #VAST opportunity!
Small Cap

Joel’s Resource Report (18 Oct 2019) – a #VAST opportunity!

Joel Deakin- October 18, 2019

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!
Small Cap

Joel’s Resource Report (11 Oct 2019) – Not all placings are bad!

Joel Deakin- October 11, 2019

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
Small Cap

Joel’s Resource Report (3 Oct 2019) – Quality potassium #EML

Joel Deakin- October 3, 2019

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
Small Cap

Joel’s Resource Report (27 Sep 2019) #EOG #RRE #SML

Joel Deakin- September 27, 2019

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
Small Cap

Joel’s Resource Report (20 Sep 2019) #RRE #SXX #ARCM

Joel Deakin- September 20, 2019

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
Small Cap

Joel’s Resource Report – Letting experts allocate capital at #RBD

Joel Deakin- September 13, 2019

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
Small Cap

RockRose Energy – The interview you’ve all been waiting for

Joel Deakin- September 6, 2019

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
Small Cap, FTSE 350

Joel’s Resource Report (6 Sep 2019) – Mine gold, create value

Joel Deakin- September 6, 2019

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
Small Cap

Joel’s Resource Report (30 Aug 2019) – Investing when others are fearful

Joel Deakin- August 30, 2019

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
Small Cap

Joel’s Resource Report (23 Aug 2019) – Not all bleak! #RRE #ARCM

Joel Deakin- August 23, 2019

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
Small Cap

Serabi Gold – highly leveraged gold play #SRB

Joel Deakin- August 12, 2019

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
Small Cap

Joel’s Resource Roundup (19 June 2019) #JKX #MKA #SO4 #RBD

Joel Deakin- June 19, 2019

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
Small Cap

Jangada Mines – Management strike again #JAN

Joel Deakin- June 6, 2019

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
Small Cap

Kenmare Resources – future cash machine #KMR

Joel Deakin- May 29, 2019

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
Small Cap

Bushveld Minerals – Vametco EBITDA calculations #BMN

Joel Deakin- May 21, 2019

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
Small Cap

Jangada – An overlooked opportunity #JAN

Joel Deakin- May 14, 2019

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
Small Cap

Itaconix – World class tech and partnerships #ITX

Joel Deakin- May 13, 2019

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
Small Cap

Tekcapital’s miniature tech portfolio (in-depth report) #TEK

Joel Deakin- May 7, 2019

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
Small Cap

Bushveld Minerals – management deliver again #BMN

Joel Deakin- May 4, 2019

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
Small Cap

Mkango resources – silly enterprise value makes easy buy and hold #MKA

Joel Deakin- May 2, 2019

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

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