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.

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

JKX – highest production since March 2016! #JKX
Small Cap

JKX – highest production since March 2016! #JKX

Joel Deakin- April 24, 2019

JKX recently announced its annual results and last week updated the market with Q1 quarterly results (latest share price 56p-ask, market cap £98 million): (Source: Google) Production ... Read More

Bushveld Minerals – Vanadium price crashing, I’m out! #BMN
Small Cap

Bushveld Minerals – Vanadium price crashing, I’m out! #BMN

Joel Deakin- April 15, 2019

On Friday I took the difficult decision to sell my entire BMN holding at about 30 pence. Having just bought some more shares at 39p ... Read More

JKX – Full steam ahead! #JKX
Small Cap

JKX – Full steam ahead! #JKX

Joel Deakin- April 12, 2019

Since covering JKX in late January, the shares are up about 20% after a number of positive developments (latest share price 57p ask, market cap ... Read More

Sosandar – Delivering fast growth right now #SOS
Small Cap

Sosandar – Delivering fast growth right now #SOS

Joel Deakin- March 18, 2019

Sosandar is an online fashion brand targeting women in their 30s and above who the company believes are under served by existing high street brands ... Read More

RockRose Energy bids for Independent Oil & Gas: in-depth analysis #RRE #IOG
Small Cap

RockRose Energy bids for Independent Oil & Gas: in-depth analysis #RRE #IOG

Joel Deakin- March 12, 2019

Since I last covered RockRose Energy, it announced a fantastic deal to acquire Marathon Oil’s assets and staff to become an operator. The deal is ... Read More

Starcom – are the stars starting to align? #STAR
Small Cap

Starcom – are the stars starting to align? #STAR

Joel Deakin- February 27, 2019

Starcom is an AIM listed company which was first covered on Cube by Michael back in November when the company had just completed a placing ... Read More

Arc Minerals – Cashed up and ready to drill! #ARCM
Small Cap

Arc Minerals – Cashed up and ready to drill! #ARCM

Joel Deakin- February 22, 2019

Since I covered Arc Minerals earlier this month, there have been a number of developments: a placing at 3p, splitting of the Zamsort acreage and ... Read More

Strategic Minerals – Not another junior explorer! #SML
Small Cap

Strategic Minerals – Not another junior explorer! #SML

Joel Deakin- February 20, 2019

Strategic Minerals (SML) is an AIM listed minerals production and development company. The company has no debt, is profitable and has a second income stream ... Read More

Arc Minerals – Patience pays off! #ARCM
Small Cap

Arc Minerals – Patience pays off! #ARCM

Joel Deakin- February 12, 2019

I first covered Arc Minerals back in November and suggested that the shares were a bargain. Mr Market didn’t agree as the shares fell as low ... Read More

Salt Lake Potash – wake up and smell the Potash! #SO4
Small Cap

Salt Lake Potash – wake up and smell the Potash! #SO4

Joel Deakin- February 7, 2019

Since covering Salt Lake Potash back in November and selecting the company as my potash play of choice the company's shares have barely moved: (Source: ... Read More

Infrastrata (INFA) – The raise wasn’t ideal but the opportunity is!
Small Cap

Infrastrata (INFA) – The raise wasn’t ideal but the opportunity is!

Joel Deakin- February 1, 2019

Having literally just covered INFA for Cube. I was surprised that the company decided to raise £1.5 million via a discounted placing at what I consider ... Read More

Turbulent Tuesday – ARCM, JKX, SO4, INFA
Small Cap

Turbulent Tuesday – ARCM, JKX, SO4, INFA

Joel Deakin- January 30, 2019

Tuesday started well with three companies I’ve covered for Cube announcing good news at the corporate level. My portfolio was safely in the blue until ... Read More

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