Category: Small Cap

Ashley House – Reflections on a painful lesson #ASH
Small Cap

Ashley House – Reflections on a painful lesson #ASH

Simon Hedger- October 22, 2019

Ashley House (#ASH) – Latest share price: 4.1p, market cap £2.5 million Yesterday,  Ashley House plc (ASH), the AIM (and SSX) listed housing and health property developer ... Read More

Shifting Shares (22 October 2019) – Salad days #LVCG #ALT #FUL #SPSY
Small Cap

Shifting Shares (22 October 2019) – Salad days #LVCG #ALT #FUL #SPSY

Michael Taylor- October 22, 2019

I like this company - as in I like eating their pizzas. I'm probably going to go tonight. The salad is an excellent side, too. ... Read More

The buzz is back at Record (maybe) #REC
Small Cap

The buzz is back at Record (maybe) #REC

Graham Neary- October 21, 2019

Here's one that not many of you will have noticed. Last Thursday, Record plc issued a Q2 trading update. This is a specialist currency manager which ... Read More

D4T4 Solutions – Trading Update #D4T4
Small Cap

D4T4 Solutions – Trading Update #D4T4

Simon Hedger- October 21, 2019

D4T4 Solutions (#D4T4) - Latest share price: 220p, market cap £86 million     Investors were provided today with a trading update from data platform ... Read More

What can we learn from the demise of Bonmarché? #BON
Small Cap

What can we learn from the demise of Bonmarché? #BON

Tony Boden- October 21, 2019

On Friday (18th October) it was revealed that the fashion retailer Bonmarché (formerly listed as BON) had gone into administration. Readers may recall that Bonmarché ... Read More

Joel’s Resource Report (18 Oct 2019) – a #VAST opportunity!
Small Cap

Joel’s Resource Report (18 Oct 2019) – a #VAST opportunity!

Joel Deakin- October 18, 2019

The last week’s news flow in resources has been about as exceptional as my portfolio’s performance – uninspiring. But one company whose shares have experienced ... Read More

Scientific Digital Imaging – a (rare) lowly valued compounder #SDI
Small Cap

Scientific Digital Imaging – a (rare) lowly valued compounder #SDI

Cube Investments- October 17, 2019

Scientific Digital Imaging – A (rare) lowly valued compounder By guest writer Eric. Brief synopsis Despite the relatively small market cap of around £50m, it’s ... Read More

Shifting Shares (13 Oct 2019) – Bargepoles ready #TLY #SOS #SXX
Small Cap

Shifting Shares (13 Oct 2019) – Bargepoles ready #TLY #SOS #SXX

Michael Taylor- October 14, 2019

In this regular report, Michael Taylor offers his latest trading ideas on a wide range of stocks. This is Gold content! Not logged in? Log ... Read More

Joel’s Resource Report (11 Oct 2019) – Not all placings are bad!
Small Cap

Joel’s Resource Report (11 Oct 2019) – Not all placings are bad!

Joel Deakin- October 11, 2019

A couple of weeks ago, I discussed my optimism for the world economy, after shopping in New York and seeing all the fully booked restaurants ... Read More

Zotefoams – What The Foam? #ZTF
Small Cap

Zotefoams – What The Foam? #ZTF

Vivek- October 8, 2019

InIntroduction Zotefoams manufacture and sell foam. The two key segments representing 98% of turnover are the Polyolefin and High Performance Products. The company has been ... Read More

Shifting Shares (6 Oct 2019) – The unthinkable #ABDP #BIDS #MKS
Small Cap

Shifting Shares (6 Oct 2019) – The unthinkable #ABDP #BIDS #MKS

Michael Taylor- October 7, 2019

The unthinkable. Nobody ever thinks it can happen. And then it happens. The stock dumps 50%, because price moves from expectation to reality. Speculation - ... Read More

Joel’s Resource Report (3 Oct 2019) – Quality potassium #EML
Small Cap

Joel’s Resource Report (3 Oct 2019) – Quality potassium #EML

Joel Deakin- October 3, 2019

AIM and stock markets around the world may be collapsing which for a permabull like myself means that there are now bargains galore. When I ... Read More

Shifting Shares (30 Sep 2019) – Hopping the pond $UBER $NFLX #SXX
Comment, Small Cap

Shifting Shares (30 Sep 2019) – Hopping the pond $UBER $NFLX #SXX

Michael Taylor- September 29, 2019

The UK has plenty of shorting opportunities, but UK equities are not valued anywhere close to how Britain's colonial upstarts value theirs. Americans do love ... Read More

Haynes Publishing Group – Firmly in Top Gear #HYNS
Small Cap

Haynes Publishing Group – Firmly in Top Gear #HYNS

Simon Hedger- September 28, 2019

Haynes Publishing Group (HYNS) – Latest share price: 300p, market cap £45 million Readers of Cube will know from my previous articles that I’ve been a fan ... Read More

Joel’s Resource Report (27 Sep 2019) #EOG #RRE #SML
Small Cap

Joel’s Resource Report (27 Sep 2019) #EOG #RRE #SML

Joel Deakin- September 27, 2019

I last wrote whilst on training at Crotonville, GE's leadership development centre about an hour north of Manhattan. Since then, my optimism for the world's ... Read More

Patience is a virtue
Small Cap, Comment

Patience is a virtue

Tony Boden- September 26, 2019

Any value investor that has been around the block a few times will have no doubt trotted out this phrase a few times to justify ... Read More

Shifting Shares (23 Sep 2019) – Bowly bottoms #VEC #MTRO
Small Cap

Shifting Shares (23 Sep 2019) – Bowly bottoms #VEC #MTRO

Michael Taylor- September 24, 2019

Vectura Group (VEC) As well as looking for breakdowns and breakouts, when flicking through my charts every night I want to keep an eye on ... Read More

Joel’s Resource Report (20 Sep 2019) #RRE #SXX #ARCM
Small Cap

Joel’s Resource Report (20 Sep 2019) #RRE #SXX #ARCM

Joel Deakin- September 20, 2019

Joel is away on business again and he sends us this roundup for the resources space. RockRose Energy (RRE) Interim results due next week. The ... Read More

Lessons from share-price falls in August #BUR #SHOE #IQE
Comment, Small Cap

Lessons from share-price falls in August #BUR #SHOE #IQE

Tony Boden- September 17, 2019

I'm continuing my quest to study the factors which create the biggest monthly fallers on the market. These factors are hardly radical or even particularly ... Read More

Shifting Shares (16 Sep 2019) – Big Cups #FEVR #FUTR #TMO
Small Cap

Shifting Shares (16 Sep 2019) – Big Cups #FEVR #FUTR #TMO

Michael Taylor- September 16, 2019

Accrol Group (ACRL) Accrol had a big spike on Friday. There wasn't much volume behind it, and I don't know why anyone would want to ... Read More

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