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.

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

Infrastrata (INFA) – Gas-powering my portfolio
Small Cap

Infrastrata (INFA) – Gas-powering my portfolio

Joel Deakin- January 23, 2019

Infrastrata (INFA) is an AIM listed company which owns the Islandmagee salt cavern gas storage project in Northern Ireland (latest share price 1.435p, market cap ... Read More

JKX Oil & Gas (JKX) – Share price slump is hard to justify
Small Cap

JKX Oil & Gas (JKX) – Share price slump is hard to justify

Joel Deakin- January 16, 2019

Since I first covered JKX, the company has come out with a positive Q3 update. Then, whilst I was away on a cruise ship in ... Read More

RockRose Energy (RRE) – Happy New Year!
Small Cap

RockRose Energy (RRE) – Happy New Year!

Joel Deakin- January 3, 2019

I just covered RockRose (RRE) in an overview of my 2018 and top holdings. The company has now delivered another fantastic update to bring in ... Read More

2018 Recap & Overview of My Top 5 Holdings (RRE, BMN, ARCM, INFA, SO4)
Comment, Small Cap

2018 Recap & Overview of My Top 5 Holdings (RRE, BMN, ARCM, INFA, SO4)

Joel Deakin- January 2, 2019

In Q4, I penned some thoughts on investing and how I’d successfully lost money on AIM during the course of 2018. Since that time the ... Read More

Mortgage Advice Bureau (MAB1) – A personal client experience
Small Cap

Mortgage Advice Bureau (MAB1) – A personal client experience

Joel Deakin- December 28, 2018

Andrew recently covered the Mortgage Advice Bureau (MAB1). As I currently rent in a shared house I’m interested in getting a mortgage at some point ... Read More

Europa Metals (EUZ) – Why I’m avoiding it, no matter the share price
Small Cap

Europa Metals (EUZ) – Why I’m avoiding it, no matter the share price

Joel Deakin- December 18, 2018

Europa Metals is an AIM/ASX/JSE listed exploration company with a 16Mt 7% Zinc equivalent JORC resource in Spain. I have seen very positive commentary on ... Read More

Eurasia Mining (EUA) – An AIM explorer that’s done it!
Small Cap

Eurasia Mining (EUA) – An AIM explorer that’s done it!

Joel Deakin- December 12, 2018

Eurasia Mining is an AIM listed platinum group metals (PGMs) mining company based in Russia. The company's West Kytlim project (Eurasia owns 68%), based in ... Read More

RockRose Energy (RRE) – Chairman Interview
Small Cap

RockRose Energy (RRE) – Chairman Interview

Joel Deakin- December 12, 2018

RockRose Energy (655p ask, market cap £82.5 million) chairman Andrew Austin was interviewed yesterday by Malcolm Graham-Wood. Key takeaways include: New target to double production ... Read More

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

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