Category: Small Cap
Pensana Metals – the world’s next rare earths miner? #PM8
At the time of writing the author holds a long position in Pensana. Pensana Metals (PM8) is an ASX listed (and soon to be London-listed) ... Read More
Joel’s Resource Report – AfriTin needs to do what it says on the tin
(Note from Graham - the Midcap Report is back on Tuesday! For now, here are Joel's latest thoughts on resources.) At the time of writing ... Read More
Rebuttal on RBG & an announcement – Tune in tomorrow at 12!
I've been away for two days. Sometimes I need to take a break, so that I can come back stronger. Tomorrow, I'm coming back with ... Read More
What is behind the wallpaper?
A few days ago, I wrote about the criteria I am using to look for potential bargains in the current market. These are: -- Ability ... Read More
Revolution Bars – Balance sheet is still ugly #RBG
Is RBG's balance sheet now fixed? Have all concerns around its solvency now disappeared? Most of my Twitter followers think not: Let's see if we ... Read More
Is it buying time now?
My diversified, broadly market neutral long-short portfolio means that I do not have to get overly concerned about the level of the market overall. Nor ... Read More
Hummingbird Resources – Spreading its wings #HUM
Hummingbird Resources is an AIM listed gold mining company whose primary asset is the Yanfolila mine in Mali. I bought back into Hummingbird recently as ... Read More
Pandemic difficulties at one of my holdings
Regular readers will know that I've only made one stock purchase this year: in an obscure, US-based lending fund, that is winding down and realising ... Read More
Joel’s Resource Report – where are you invested? #SO4 #CAI #LGO #HUM #WAF
A slightly different take on the Resources Report - where are you invested? Resource investors often find themselves investing in countries which bear little resemblance ... Read More
Joel’s Resource Report – Golden Income Investment #AAZ
Anglo Asian has developed a track record of delivering results. A low all-in sustaining cost has helped to protect their projects from fluctuating commodity prices. ... Read More
Why I’ve finally bought in to this graphite project #ACP
Armadale Capital is an AIM listed investment company whose primary focus is the Mahenge Liandu Graphite project in Tanzania. At 3.5 pence to buy Armadale’s ... Read More
Duke Royalty marches into the unknown
Being a former shareholder in the exciting investment vehicle Duke Royalty (DUKE), I continue to watch its progress with interest. As it has been for ... Read More
Can RockRose go to zero? Plus Avacta’s de-risk events & more #RRE #AVCT
In this podcast, Graham and Joel discuss Covid-19's effects on various companies and markets. Topics covered: Covid-19/Markets Gold miners 15:00 RockRose Energy (RRE) 20:30 Avacta ... Read More
Joel’s Resource Report – Golden Prospects
Like any self-respecting private investor, I spent some of the bank holiday weekend researching multiple companies. Once you step outside the UK markets & start ... Read More
Joel’s Resource Report – Bombed out potash play
I first invested in this company nearly a year and a half ago, at the same time as institutions were investing in it. The project ... Read More
Rising stars – two high-growth, quality AIM shares for uncertain times
For investors looking for income and growth from FTSE 350 shares, now is a tricky time. Dividends have been cut and the indices although they ... Read More
Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM
In a world of contracting economies, is the demand for copper, oil or commodities really going to be at the levels they were pre-coronavirus? Looking ... Read More
Graham’s Investing Diary – A collection of fortresses
When the history books are written (or the Wikipedia entries), 2020 won't be remembered as a great year. The global health pandemic and the policy ... Read More
It adds up, so I’ve bought more
My trading and investment accounts have been mostly quiet during the corona-crisis. While others have been buying and selling in huge volumes, I've been sitting ... Read More
Joel’s Resource Report – Having your cake and eating it #YCA #GCL
I hope you've all had a great Easter weekend after what I can only describe as a crazy week. The stock market completely disconnected from ... Read More