Category: Small Cap
Greatland Gold (GGP) – What has Metal Tiger bought?
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
After MelloLondon – TClarke, Duke, Forbidden Tech, National Milk, RAI
A special feature including contributions from Simon Hedger, Michael Taylor and Graham Neary, discussing shares of interest to us which made an appearance at Mello ... Read More
Mkango Resources (MKA) – Fully-funded to explore for magnets
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
DP Poland (DPP) – The bull and bear case
PDP Poland (DPP) is the Domino’s Pizza master franchisee for Poland. If first listed in July 2010 at 50 pence (latest share price 24.5p, market ... Read More
SDX Energy (SDX) – Q3 results not what I was expecting!
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
Totally (TLY) undervalued? Healthy cash collection and profits
Totally plc provides solutions to the healthcare sector and is primarily in the business of providing outsourced departments for the NHS. Management are carrying out ... Read More
Simplybiz (SBIZ) – Modest growth, massive returns
Simplybiz (SBIZ) is listed in the business support services sector and on face value is not exciting. The group provides services to financial intermediaries such ... Read More
Integrated Diagnostics (IDHC) – An impressive Egyptian company in London!
Integrated Diagnostic Holdings (IDHC) is easy for investors to dismiss. The company operates in Egypt, the UK listing is in US dollars and the reporting ... Read More
RockRose Energy (RRE) – The gift that keeps giving!
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
Nakama Group (NAK) – Recruiting for profit
Nakama is an international recruitment business that has been listed since 1999 (previously Highams Systems Services Group). It previously traded in Australia until the closure ... Read More
Salt Lake Potash (SO4) – Clearing things up
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
Coral Products (CRU) – Value lying at the bottom of the sea bed
Coral Products (CRU) is a UK-based manufacturer and distributor of plastic injection and molded products for a variety of sectors. This includes personal care and ... Read More
Arc Minerals (ARCM) – Tier one copper/cobalt/gold. Bargain pricing!
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!
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
Starcom (STAR) – Track and trace technology in a global market
Starcom plc provides wireless solutions for remote tracking, monitoring, and protection of assets, shipping and freight, and people. It provides a service that is needed ... Read More
Salt Lake Potash (SO4) – The upside of Emmerson plus the quality of Danakali!
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
SDX Energy (SDX) – Misunderstood and undervalued
SDX Energy is an AIM/TSX listed Moroccan and Egyptian based oil and gas company. The company is unique in that owns a majority stake in ... Read More
Management Resource Solutions (MRS) – Dig a single digit PE that is growing
Management Resource Solutions (MRS) is a UK listed company operating in the Hunter Valley in Australia, offering maintenance support, mining services, and labour hire. It ... Read More
Three Domino’s Pizza opportunities
Domino’s Pizza has been the ultimate rollout story with over 15,000 stores around the world. The three UK-listed Domino’s master franchisees have, however, experienced mixed ... Read More
Restaurant Group goes all Wagamama
If your existing businesses aren’t performing well then the solution is simple: buy another business that is performing well for an exalted price! This appears ... Read More