Category: Small Cap

Greatland Gold (GGP) – What has Metal Tiger bought?
Small Cap

Greatland Gold (GGP) – What has Metal Tiger bought?

Joel Deakin- December 7, 2018

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
Small Cap

After MelloLondon – TClarke, Duke, Forbidden Tech, National Milk, RAI

Cube Investments- December 5, 2018

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
Small Cap

Mkango Resources (MKA) – Fully-funded to explore for magnets

Joel Deakin- November 29, 2018

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
Small Cap

DP Poland (DPP) – The bull and bear case

Andrew Latto- November 27, 2018

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!
Small Cap

SDX Energy (SDX) – Q3 results not what I was expecting!

Joel Deakin- November 27, 2018

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
Small Cap

Totally (TLY) undervalued? Healthy cash collection and profits

Michael Taylor- November 26, 2018

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
Small Cap

Simplybiz (SBIZ) – Modest growth, massive returns

Andrew Latto- November 26, 2018

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!
Small Cap

Integrated Diagnostics (IDHC) – An impressive Egyptian company in London!

Andrew Latto- November 23, 2018

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!
Small Cap

RockRose Energy (RRE) – The gift that keeps giving!

Joel Deakin- November 22, 2018

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
Small Cap

Nakama Group (NAK) – Recruiting for profit

Michael Taylor- November 21, 2018

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
Small Cap

Salt Lake Potash (SO4) – Clearing things up

Joel Deakin- November 20, 2018

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
Small Cap

Coral Products (CRU) – Value lying at the bottom of the sea bed

Michael Taylor- November 19, 2018

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!
Small Cap

Arc Minerals (ARCM) – Tier one copper/cobalt/gold. Bargain pricing!

Joel Deakin- November 16, 2018

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!
Small Cap

Bushveld Minerals (BMN) – AIM’s vanadium powerhouse keeps delivering!

Joel Deakin- November 14, 2018

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
Small Cap

Starcom (STAR) – Track and trace technology in a global market

Michael Taylor- November 13, 2018

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!
Small Cap

Salt Lake Potash (SO4) – The upside of Emmerson plus the quality of Danakali!

Joel Deakin- November 10, 2018

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
Small Cap

SDX Energy (SDX) – Misunderstood and undervalued

Joel Deakin- November 6, 2018

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
Small Cap

Management Resource Solutions (MRS) – Dig a single digit PE that is growing

Michael Taylor- November 5, 2018

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
Small Cap

Three Domino’s Pizza opportunities

Andrew Latto- November 2, 2018

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
Small Cap

Restaurant Group goes all Wagamama

Andrew Latto- November 1, 2018

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

Your Cart