Author: Joel Deakin
Greatland Gold (GGP) – What has Metal Tiger bought?
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
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!
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!
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
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!
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!
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!
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
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
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
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
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
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?
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
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!
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
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
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?
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
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