Category: Small Cap
Mountfield Group – Cashing in on a 5G Bonanza #MOGP
Mountfield Group (MOGP) - Latest share price: 2p, market cap £5.3 million Readers of Cube will recall that I wrote about micro-cap tiddler Mountfield Group ... Read More
AGMs – Top 5 Reasons Why Retail Investors Need to Attend!
The Companies Act 2006 provides an obligation on every listed (public) company to hold an Annual General Meeting (AGM) each year within the period of six months ... Read More
Shifting Shares (12 June 2019) – Dilapidated sites aren’t exciting #LGRS
I'm finding fewer stocks breaking out as the weeks go by. That tells me to flip my strategy around and start looking for breakdowns rather ... Read More
Duke Royalty – Q&A Session #DUKE
These are notes taken during a Q&A session with Neil Johnson, CEO of Duke Royalty (DUKE), which was attended by Graham Neary and a Cube.Investments ... Read More
Live Company Group – Building for growth (LVCG)
Live Company Group is due to report its full year 2018 results in the next few weeks. As the last half-year results only covered until ... Read More
Jangada Mines – Management strike again #JAN
Having previously written that Jangada mines could be an overlooked opportunity due to mismanagement last year, management have now effectively thrown in the towel. The ... Read More
Graham’s Investing Diary (4 June 2019) – Neglect bordering on sloth
I must begin this article with an apology, for it has been nearly two months since my last diary entry. It's time to bring you ... Read More
Kenmare Resources – future cash machine #KMR
Kenmare Resources is a London and Irish Stock Exchange listed mineral sands mining company operating in Mozambique. The company produces ilmenite (titanium-iron oxide) and zircon ... Read More
Shifting Shares (27 May 2019) – Follow the leaders #EYE #EVRH #FEVR #FUTR
News roundup Pets At Home announced that it was performing ahead of expectations, and the stock reacted in earnest. (more…) Read More
Shifting Shares (22 May 2019) – All about the As #ABDP #ALT #GRG
News roundup AB Dynamics (ABDP) has gone absolutely parabolic for holders a few weeks after the half-year update. (more…) Read More
Bushveld Minerals – Vametco EBITDA calculations #BMN
The Bushveld Minerals (BMN) share price crashed over 10% today as the vanadium price continued to decline. Last week, the company released its vanadium Q1 ... Read More
Shifting Shares (14 May 2019) #ARC #BKS #BIDS
I've liked this stock for a while as the chart has been nicely uptrending. It's already a ten-bagger since 2015, but still almost nobody is ... Read More
Jangada – An overlooked opportunity #JAN
Jangada Mines (JAN) is focused on developing the Pedra Branca project in North-Eastern Brazil. This project is primarily palladium and gold with additional credits from ... Read More
Itaconix – World class tech and partnerships #ITX
Itaconix (formerly Revolymer) (ITX) is the world leader in developing and producing bio-based polymers from itaconic acid (more on this below). Previous management were not ... Read More
Shifting Shares (7 May 2019) – Burford’s Breakdown
News Roundup Last week, Bushveld Minerals released what appeared to be a great RNS: I had suggested in a previous column that if it tested ... Read More
Tekcapital’s miniature tech portfolio (in-depth report) #TEK
Tekcapital (TEK) is an IP investment company that I first saw at a Proactive event several years ago. I’ve followed it ever since. There are ... Read More
Bushveld Minerals – management deliver again #BMN
When I last covered Bushveld, I mentioned that I’d taken the difficult decision to sell my position in it at about 30p, due to the vanadium ... Read More
Thalassa threatens LSR officers with possible imprisonment #THAL
The struggle for control over Local Shopping REIT has taken an ugly turn today with Thalassa's Chairman accusing LSR of breaching the Companies Act 2006, "due ... Read More
Mkango resources – silly enterprise value makes easy buy and hold #MKA
Since I covered Mkango (MKA) in late November last year, the share price hasn’t appreciated as I hoped, and so the undervaluation which I perceived ... Read More