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.

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

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

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

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

Salt Lake Potash (SO4) – Clearing things up
Small Cap

Salt Lake Potash (SO4) – Clearing things up

Joel Deakin- November 20, 2018

As I awoke yesterday morning, I was surprised to see that Salt Lake Potash (SO4) had released an RNS about my previous Salt Lake Potash article. ... Read More

Arc Minerals (ARCM) – Tier one copper/cobalt/gold. Bargain pricing!
Small Cap

Arc Minerals (ARCM) – Tier one copper/cobalt/gold. Bargain pricing!

Joel Deakin- November 16, 2018

Arc Minerals (ARCM) is an AIM listed exploration company. The company has two tier one assets, the Misisi gold project in the DRC (Arc own ... Read More

Bushveld Minerals (BMN) – AIM’s vanadium powerhouse keeps delivering!
Small Cap

Bushveld Minerals (BMN) – AIM’s vanadium powerhouse keeps delivering!

Joel Deakin- November 14, 2018

Since covering Bushveld Minerals here, Bushveld has released Q3 results. Happily, the vanadium price and Bushveld's share price have both increased (latest share price: 49.6p ... Read More

Salt Lake Potash (SO4) – The upside of Emmerson plus the quality of Danakali!
Small Cap

Salt Lake Potash (SO4) – The upside of Emmerson plus the quality of Danakali!

Joel Deakin- November 10, 2018

Salt Lake Potash (SO4) is an AIM/ASX listed-potash company looking to produce sulphate of potash (SOP) from nine salt lakes in Western Australia which total ... Read More

SDX Energy (SDX) – Misunderstood and undervalued
Small Cap

SDX Energy (SDX) – Misunderstood and undervalued

Joel Deakin- November 6, 2018

SDX Energy is an AIM/TSX listed Moroccan and Egyptian based oil and gas company. The company is unique in that owns a majority stake in ... Read More

Losing money on AIM
Comment, Small Cap

Losing money on AIM

Joel Deakin- October 24, 2018

As I'm on my way to India for a couple of weeks' holiday, I've found myself looking back on the decisions I've made during 2018. ... Read More

Potash – Demand for this fertiliser is likely to go in only one direction
Comment

Potash – Demand for this fertiliser is likely to go in only one direction

Joel Deakin- October 17, 2018

Potash has nothing to do with pot or cannabis although the FT did suggest that investors were smoking "African pot" when invested in the now ... Read More

RockRose Energy (RRE) – If Carlsberg did acquisition updates
Small Cap

RockRose Energy (RRE) – If Carlsberg did acquisition updates

Joel Deakin- October 16, 2018

Since covering Rockrose a few weeks ago (here), its shares are up over 15% and were briefly above 600p a share following the Dyas acquisition ... Read More

JKX Oil & Gas (JKX) – Encouraging quarterly update boosts the bull thesis
Small Cap

JKX Oil & Gas (JKX) – Encouraging quarterly update boosts the bull thesis

Joel Deakin- October 12, 2018

I recently covered JKX here. The shares are up about 30% since then as the market has cottoned on to the company's turnaround. It recently ... Read More

Hydrodec (HYR) – Am I nuts for buying back in?
Small Cap

Hydrodec (HYR) – Am I nuts for buying back in?

Joel Deakin- October 11, 2018

This week, Hydrodec announced a discounted placing at its lowest price ever of 0.75p - this is a circa 40% discount to the share price ... Read More

Emmerson (EML) – The risk/reward potash play
Small Cap

Emmerson (EML) – The risk/reward potash play

Joel Deakin- October 8, 2018

Emmerson is a standard main market listed company developing the Khemisset potash project in Morroco. It was readmitted to the market in June following a ... Read More

Hummingbird Resources (HUM) – Vulnerable to further weakness. I’m out!
Small Cap

Hummingbird Resources (HUM) – Vulnerable to further weakness. I’m out!

Joel Deakin- October 4, 2018

I took the difficult decision to cut Hummingbird shares from my portfolio recently, though I still consider the company to be well run and on ... Read More

Danakali (DNK) – The premier potash company
Small Cap

Danakali (DNK) – The premier potash company

Joel Deakin- October 3, 2018

Danakali is an LSE and ASX listed company with a 50% owned stake in the Colluli potash project in Eritrea. The other 50% of the ... Read More

Bushveld Minerals (BMN) – AIM’s vanadium powerhouse
Small Cap

Bushveld Minerals (BMN) – AIM’s vanadium powerhouse

Joel Deakin- October 1, 2018

Bushveld Minerals is a South African based integrated primary vanadium producer which currently supplies over 3% of the global vanadium market. It is one of ... Read More

Rockrose Energy (RRE) – Up 900% so far, more to come?
Small Cap

Rockrose Energy (RRE) – Up 900% so far, more to come?

Joel Deakin- September 25, 2018

Rockrose Energy is a UK & Dutch oil and gas company with a £65m market cap (at a £4.50 share price at the time of ... Read More

Derriston Capital (DERR) – Martin Sorrell’s new RTO vehicle
Small Cap

Derriston Capital (DERR) – Martin Sorrell’s new RTO vehicle

Joel Deakin- September 16, 2018

Derriston Capital is a main market listed shell that relisted on 14th September. The company has been suspended since it announced the intention that Martin ... Read More

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