Category: Midcap
Cube Report (12 Jan 2021) – Why not price GAW for perfection?
Good evening! I'm here with a late edition of the report. Of particular interest to me are: Games Workshop Appreciate Games Workshop Market cap £3.6 ... Read More
Cube Report (11 Jan 2021) – Frothy markets
Good morning, everyone. Hope you're all doing well. I'm very refreshed after a long Christmas holiday, and looking forward to developing this website again! And ... Read More
Cube Report (21 Dec 2020) – US bid backs aviation recovery #SIG
Good morning, it's Roland here with the Cube Report. Covid-19 is dominating the headlines and market movements again today, thanks to the new and more ... Read More
Cube Report (9 Dec 2020) – BATS shows continued resilience
Morning folks, Today I'm particularly interested in British American Tobacco (BATS) (in which I have a long position). We also have announcements from Balfour Beatty, ... Read More
Cube Report (7 Dec 2020) – Games Workshop beats expectations… again
Good morning folks, In today's roundup I'm going to take a quick look at Games Workshop (GAW), Frasers/Debenhams, and may also try to catch up ... Read More
Cube Report (27 Nov 2020) – “Stealth” lockdown hits Wetherspoons
Good morning, it's Roland here with Friday's Cube Report. It's a relatively quiet day for news, but we do have updates from a couple of ... Read More
Cube Report (26 Nov 2020) – Aviva restarts dividend, promises more cash
Good morning, it's Roland here with today's Cube Report. There are two companies I'm planning to look at this morning: Aviva (AV) - third-quarter results, ... Read More
Cube Report (23 Nov 2020) – AA under the hammer
Good morning folks! Today we have news of an offer for AA (AA). In this report, I'm going to look at that story, and Cineworld ... Read More
Carnival Time?
A few weeks ago I looked at the investment case for Saga [LON:SAGA] – the combined insurance and vacations business. Its major uncertainty and potential ... Read More
Cube Report (19 Nov) – CMC cranks out amazing results
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Cube Report (18 Nov 2020) – So many pennies from IMB’s dividends
Good afternoon! I've decided to run today's show at 6pm. Later than planned but I have to get my car tested this afternoon, so it's ... Read More
Cube Report (4 Nov 2020) – The Don looking strong
Good morning! I was up late last night, and placed a bet on Joe Biden at 1.47. On Twitter, I described this as an "emotional ... Read More
Cube Report (3 Nov 2020) – US Election Day Roundup
Good morning! It's election day in the US. But much closer to home, I want to take a quick look at the updates from: British ... Read More
Cube Report (2 Nov 2020) – Ocado snaps up some bargains
Good afternoon! Today I'm planning to take a quick look at: Ocado (OCDO) Hiscox (HSX) Howden Joinery (HWDN) Associated British Foods (ABF) And I strongly ... Read More
Cube Report (30 Oct) – FTSE ends October on a scary note
Good morning! The FTSE is now trading at 5570. Tough times! Today, I note that my largest personal holding, Volvere (VLE), has announced a placing ... Read More
Cube Report (29 Oct 2020) – Shell makes a new plan
Good morning! Plenty to look at on the RNS today. Today's report has covered: Royal Dutch Shell Standard Chartered Lloyds Banking G4S I'll hopefully get ... Read More
Cube Report (28 Oct 2020) – What on earth is going on?
Hello there! I'm back from wedding and honeymoon. Everything is now unpacked, the house is in order, and I can knuckle down again. But while ... Read More
Cube Midcap Report (15 Oct 2020) – Dunelm & Domino’s are WFH winners
Good morning, it's Roland here with the Midcap Report. I've got trading updates from two companies on my list today -- I'm aiming to take ... Read More
Cube Midcap Report (14 Oct 2020) – ASOS looks good
Good morning, it's Roland here with the Midcap Report. ASOS Market cap £5.4 billion RNS Final results Writer disclosure No position. The pandemic has been ... Read More
A quick reflection
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