Category: Small Cap

Joel’s Resource Report – the future of coal? #SAE
Small Cap

Joel’s Resource Report – the future of coal? #SAE

Joel Deakin- August 11, 2020

The Author holds a long position in the stock discussed below. Good morning all, I hope you had a good week last week, I've been ... Read More

Mixed results for McColls and a change of mix
Small Cap

Mixed results for McColls and a change of mix

Tony Boden- August 8, 2020

Background I wrote about McColls (MCLS) a few weeks ago in my article entitled Is it buying time? I perhaps should have titled it “is ... Read More

Joel’s Resource Report – Golden opportunity for H2
Small Cap

Joel’s Resource Report – Golden opportunity for H2

Joel Deakin- August 3, 2020

I've just run my month end numbers and amazingly I'm now up 25% year to date - not bad considering that I was probably down ... Read More

Value Disconnect at Connect #CNCT
Small Cap

Value Disconnect at Connect #CNCT

Tony Boden- July 28, 2020

The value destruction at Connect has been huge. But it's called "history" for a reason. What matters is whether Connect is buyable right now. I ... Read More

Joel’s Resource Report – screening for the next RockRose Energy #JKX #PTAL #ECHO #GKP #GENL #TRIN
Small Cap

Joel’s Resource Report – screening for the next RockRose Energy #JKX #PTAL #ECHO #GKP #GENL #TRIN

Joel Deakin- July 27, 2020

RockRose Energy was one of the most successful investments in both percentage and actual returns despite some poor timing when it came to my selling. ... Read More

Investors speculate on nano-cap for quick 50% return
Small Cap

Investors speculate on nano-cap for quick 50% return

Graham Neary- July 23, 2020

Gold Members will know that I've only bought one stock so far this year, hoping for a swift return of 40%. This share has been ... Read More

Surface Transforms – Profound Transformation?
Small Cap

Surface Transforms – Profound Transformation?

LeoInvestorUK- July 22, 2020

Surface Transforms (SCE) is an AIM listed micro-cap with a great story and an all-too predictable record of disappointment that is exemplified by their full-year ... Read More

Joel’s Resource Report – Good and bad examples of investor communications
Small Cap

Joel’s Resource Report – Good and bad examples of investor communications

Joel Deakin- July 20, 2020

Whether by luck, skill, central bank innovation or a combination of all three, my portfolio is currently sitting at all time highs. As a resource ... Read More

Joel’s Resource Report – The end of a rocky road #RRE
Small Cap

Joel’s Resource Report – The end of a rocky road #RRE

Joel Deakin- July 13, 2020

Last Monday, London listed oil & gas producer RockRose Energy announced a recommended cash offer to acquire its entire issued share capital. I first covered RockRose ... Read More

Not easy to “reach” a firm conclusion #RCH
Small Cap

Not easy to “reach” a firm conclusion #RCH

Tony Boden- July 8, 2020

It is hard to find much positive in Reach’s trading statement this week. However, I have been finding reasons to be cheerful with regards this ... Read More

Joel’s Resource Report – Rerating to production and construction? #SO4 #CAI #PM8
Small Cap

Joel’s Resource Report – Rerating to production and construction? #SO4 #CAI #PM8

Joel Deakin- July 6, 2020

What an H1! From doom, gloom and liquidity issues to the massive rally in share prices, particularly in the US. In hindsight, if I hadn't ... Read More

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

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