Category: Small Cap

Pensana Metals – the world’s next rare earths miner? #PM8
Small Cap

Pensana Metals – the world’s next rare earths miner? #PM8

Joel Deakin- June 29, 2020

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
Small Cap

Joel’s Resource Report – AfriTin needs to do what it says on the tin

Joel Deakin- June 22, 2020

(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!
Comment, Small Cap

Rebuttal on RBG & an announcement – Tune in tomorrow at 12!

Graham Neary- June 16, 2020

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?
Small Cap

What is behind the wallpaper?

Tony Boden- June 15, 2020

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
Small Cap

Revolution Bars – Balance sheet is still ugly #RBG

Graham Neary- June 13, 2020

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?
Comment, Small Cap

Is it buying time now?

Tony Boden- June 10, 2020

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
Small Cap

Hummingbird Resources – Spreading its wings #HUM

Joel Deakin- June 9, 2020

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
Small Cap

Pandemic difficulties at one of my holdings

Graham Neary- June 6, 2020

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
Small Cap, Comment

Joel’s Resource Report – where are you invested? #SO4 #CAI #LGO #HUM #WAF

Joel Deakin- June 1, 2020

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
Small Cap

Joel’s Resource Report – Golden Income Investment #AAZ

Joel Deakin- May 25, 2020

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
Small Cap

Why I’ve finally bought in to this graphite project #ACP

Joel Deakin- May 18, 2020

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
Small Cap

Duke Royalty marches into the unknown

Graham Neary- May 15, 2020

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
Podcast, Small Cap

Can RockRose go to zero? Plus Avacta’s de-risk events & more #RRE #AVCT

Cube.Investments- May 11, 2020

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
Small Cap

Joel’s Resource Report – Golden Prospects

Joel Deakin- May 11, 2020

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
Small Cap

Joel’s Resource Report – Bombed out potash play

Joel Deakin- May 4, 2020

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
Small Cap

Rising stars – two high-growth, quality AIM shares for uncertain times

Andrew Ross- April 30, 2020

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
Small Cap, Comment

Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM

Joel Deakin- April 27, 2020

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
Comment, Small Cap

Graham’s Investing Diary – A collection of fortresses

Graham Neary- April 20, 2020

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
Small Cap

It adds up, so I’ve bought more

Graham Neary- April 17, 2020

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
Small Cap

Joel’s Resource Report – Having your cake and eating it #YCA #GCL

Joel Deakin- April 14, 2020

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

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