Tag: GOLD

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

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

Team17 – An entrepreneurial founder and no dodgy rampers
Midcap

Team17 – An entrepreneurial founder and no dodgy rampers

Andrew Ross- May 29, 2020

I've started buying shares in games developer Team17. This represents my first real foray into highly valued growth shares - territory up to now I’d ... 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

Burford misses the point
Midcap

Burford misses the point

Graham Neary- May 16, 2020

One story left out of Friday's Midcap Report was the statement by Burford regarding its loss in the High Court against the LSE. For all ... 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

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

An unusual bull indicator
Comment

An unusual bull indicator

Graham Neary- April 25, 2020

The pandemic situation has forced all of us to consider "macro" conditions to a much greater extent than usual. In the midst of all the ... 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

Volvere – In the right place at the right time #VLE
Small Cap

Volvere – In the right place at the right time #VLE

Graham Neary- April 9, 2020

Throughout this economic and financial disaster, I've taken solace from my conviction in my top 5 portfolio holdings. These 5 companies add up to nearly ... Read More

Diamonds in the rough – three of the best cyclical stocks for the rebound
Midcap

Diamonds in the rough – three of the best cyclical stocks for the rebound

Andrew Ross- April 3, 2020

Like many other investors, my portfolio has plunged into the red over the past month or two. Even FTSE-100 shares bought since the market started ... Read More

Joel’s Resource Report – Force Field Analysis #RRE
Small Cap

Joel’s Resource Report – Force Field Analysis #RRE

Joel Deakin- March 30, 2020

Good morning all, I hope that readers are keeping well both mentally and physically. I've found see-sawing markets incredibly difficult to navigate, such is the ... Read More

Two excellent defensive shares for a falling market
Midcap

Two excellent defensive shares for a falling market

Andrew Ross- March 26, 2020

After December’s Boris bounce and a positive start for shares in 2020, nobody saw this bear market coming. Least of all, as the result of ... Read More

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