Author: Joel Deakin
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
JKX – highest production since March 2016! #JKX
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
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
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
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
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
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
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
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
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
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!
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
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