Category: Small Cap

Joel’s Resource Report – why I’m still holding #ARCM
Small Cap

Joel’s Resource Report – why I’m still holding #ARCM

Joel Deakin- July 19, 2021

At the time of writing the author holds a long position in Arc Minerals My portfolio performance continues to be about as inspiring as eating ... Read More

Joel’s Resource Report – the best earn-in in the business?! #IRR
Small Cap

Joel’s Resource Report – the best earn-in in the business?! #IRR

Joel Deakin- July 9, 2021

At the time of writing the author holds a long position in the stock discussed. Hi all, I'm writing this article after a long day ... Read More

Joel’s Resource Report – grab em whilst you can #SQZ
Small Cap

Joel’s Resource Report – grab em whilst you can #SQZ

Joel Deakin- July 1, 2021

At the time of writing the author has a long position in Serica Energy. Hi all, I've struggled a little with inspiration the past few ... Read More

Cube Report (29 June 2021) – No Christmas cheer for Appreciate
Small Cap

Cube Report (29 June 2021) – No Christmas cheer for Appreciate

Roland Head- June 29, 2021

Good morning, it's Roland here with today's Cube Report. It's a fairly quiet time for midcap news as we approach the end of the month ... Read More

Joel’s Resource Report – Sharpening your tools #BMN #N4P
Small Cap

Joel’s Resource Report – Sharpening your tools #BMN #N4P

Joel Deakin- June 5, 2021

This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post immediately by upgrading to Gold Membership. Read More

Tidying up loose ends at one of my holdings
Small Cap

Tidying up loose ends at one of my holdings

Graham Neary- June 4, 2021

In this article, Graham reviews the situation at a holding he wrote about several times last year. As its natural life draws gradually to an ... Read More

Cube Report (28 May) – Annual Results at my top holding
UK, Small Cap

Cube Report (28 May) – Annual Results at my top holding

Graham Neary- May 28, 2021

Morning everyone, An interesting day for the portfolio as my top equity holding releases annual results. I'm talking about Volvere (VLE). The shares are up ... Read More

Graham’s Investing Diary – This hedge fund hero is copying me!
Small Cap

Graham’s Investing Diary – This hedge fund hero is copying me!

Graham Neary- May 26, 2021

In this article, Graham provides the latest updates on his high-conviction trade ideas, and finds three striking similarities between his own portfolio and that of ... Read More

Joel’s Resource Report – Sinking to Atlantis #SAE $PERU #PTAL #BMN $LGO
Small Cap

Joel’s Resource Report – Sinking to Atlantis #SAE $PERU #PTAL #BMN $LGO

Joel Deakin- May 26, 2021

This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post immediately by upgrading to Gold Membership. Read More

Cube Report (21 May) – What is happening at PCF Bank?
Small Cap, UK

Cube Report (21 May) – What is happening at PCF Bank?

Graham Neary- May 21, 2021

In this article, I want to review and attempt to make sense of the news flow at PCF Bank (PCF). This has culminated in the ... Read More

Joel’s Resource Report – Rare earths race #PRE
Small Cap

Joel’s Resource Report – Rare earths race #PRE

Joel Deakin- May 13, 2021

At the time of writing, the author holds a long position in the company discussed. Since I last covered pre-revenue rare earths mining company Pensana, ... Read More

Joel’s Resource Report – Turbo Tin #ATM
Small Cap

Joel’s Resource Report – Turbo Tin #ATM

Joel Deakin- May 11, 2021

At the time of writing the author holds a long position in the shares. Hi all, it's been a few months since I highlighted that ... Read More

Joel’s Resource Report – Iron bargain? #IRR
Small Cap

Joel’s Resource Report – Iron bargain? #IRR

Joel Deakin- April 29, 2021

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Joel’s Resource Report – War games #JKX
Small Cap

Joel’s Resource Report – War games #JKX

Joel Deakin- April 20, 2021

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Joel’s Resource Report – Q1 review in the race to retirement
Small Cap

Joel’s Resource Report – Q1 review in the race to retirement

Joel Deakin- April 9, 2021

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Back to the pub (or restaurant)
Small Cap

Back to the pub (or restaurant)

Tony Boden- April 6, 2021

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Joel’s Resource Report – Surprising Selling #SHG
Small Cap

Joel’s Resource Report – Surprising Selling #SHG

Joel Deakin- March 24, 2021

Hi all, trust you're having a great week - with the days getting longer and the sun shining, things feel like they're on the up! ... Read More

Joel’s Resource Report – Simec Atlantis
Small Cap

Joel’s Resource Report – Simec Atlantis

Graham Neary- March 19, 2021

I trust you're all well and fingers crossed the market is delivering returns. For this week's resource report I thought I'd take a look at ... Read More

Reassuringly quiet at my largest holding
Small Cap

Reassuringly quiet at my largest holding

Graham Neary- March 17, 2021

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Joel’s Resource Report – Green-powered portfolio as this share price doubles
Small Cap, UK

Joel’s Resource Report – Green-powered portfolio as this share price doubles

Joel Deakin- March 10, 2021

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