Category: Small Cap

Mountfield Group – Cashing in on a 5G Bonanza #MOGP
Small Cap

Mountfield Group – Cashing in on a 5G Bonanza #MOGP

Simon Hedger- June 14, 2019

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!
Comment, Small Cap

AGMs – Top 5 Reasons Why Retail Investors Need to Attend!

Simon Hedger- June 14, 2019

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
Small Cap

Shifting Shares (12 June 2019) – Dilapidated sites aren’t exciting #LGRS

Michael Taylor- June 12, 2019

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
Small Cap

Duke Royalty – Q&A Session #DUKE

Cube Investments- June 11, 2019

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)
Small Cap

Live Company Group – Building for growth (LVCG)

Michael Taylor- June 10, 2019

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
Small Cap

Jangada Mines – Management strike again #JAN

Joel Deakin- June 6, 2019

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
Comment, Small Cap

Graham’s Investing Diary (4 June 2019) – Neglect bordering on sloth

Graham Neary- June 4, 2019

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
Small Cap

Kenmare Resources – future cash machine #KMR

Joel Deakin- May 29, 2019

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
Small Cap

Shifting Shares (27 May 2019) – Follow the leaders #EYE #EVRH #FEVR #FUTR

Michael Taylor- May 27, 2019

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
Small Cap

Shifting Shares (22 May 2019) – All about the As #ABDP #ALT #GRG

Michael Taylor- May 22, 2019

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
Small Cap

Bushveld Minerals – Vametco EBITDA calculations #BMN

Joel Deakin- May 21, 2019

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
Small Cap

Shifting Shares (14 May 2019) #ARC #BKS #BIDS

Michael Taylor- May 15, 2019

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
Small Cap

Jangada – An overlooked opportunity #JAN

Joel Deakin- May 14, 2019

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
Small Cap

Itaconix – World class tech and partnerships #ITX

Joel Deakin- May 13, 2019

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
Small Cap

Shifting Shares (7 May 2019) – Burford’s Breakdown

Michael Taylor- May 8, 2019

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
Small Cap

Tekcapital’s miniature tech portfolio (in-depth report) #TEK

Joel Deakin- May 7, 2019

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
Small Cap

Bushveld Minerals – management deliver again #BMN

Joel Deakin- May 4, 2019

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
Small Cap

Thalassa threatens LSR officers with possible imprisonment #THAL

Graham Neary- May 2, 2019

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
Small Cap

Mkango resources – silly enterprise value makes easy buy and hold #MKA

Joel Deakin- May 2, 2019

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

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