Tag: GOLD

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

This FTSE-100 housebuilder was too tempting to pass up
Midcap

This FTSE-100 housebuilder was too tempting to pass up

Andrew Ross- July 24, 2020

This month, I couldn't resist buying shares in another FTSE-100 housebuilder. Firstly, I expect that changes to stamp duty by the UK Chancellor, Rishi Sunak, ... 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

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

A good performance by the entire team – How I beat the FTSE by over 10%
Comment

A good performance by the entire team – How I beat the FTSE by over 10%

Graham Neary- July 12, 2020

As promised, here is the complete analysis of how my holdings have performed in H1 2020. It has been a rough stock market for UK-focused ... 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

Half-time 2020 – Scores on the Doors
Comment

Half-time 2020 – Scores on the Doors

Graham Neary- July 4, 2020

What a crazy H1 that was! It's time to review how my top holdings have performed during one of the strangest periods in stock market ... 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

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

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