Tag: GOLD

Graham’s Investing Diary (12 Dec) – Solving the puzzle
Small Cap

Graham’s Investing Diary (12 Dec) – Solving the puzzle

Graham Neary- December 12, 2019

It has been a month since my last Diary article. Since then, one investment has been sacked from the portfolio, while another has made a ... Read More

Joel’s Resource Report – Looking for a Santa Rally! #SDX #EML #RBD
Small Cap

Joel’s Resource Report – Looking for a Santa Rally! #SDX #EML #RBD

Joel Deakin- December 12, 2019

Small caps appear to be suffering a dearth of capital, and my portfolio continues to take a hammering. Fingers crossed next week will see some ... Read More

Shifting Shares (9 Dec 2019) – Bad smells #TLW #BIRD #D4T4
Small Cap

Shifting Shares (9 Dec 2019) – Bad smells #TLW #BIRD #D4T4

Michael Taylor- December 9, 2019

I tried to trade this stock a few weeks ago after a large fall but it just didn't bounce - it smelt bad. It turns ... Read More

Joel’s Resource Report – Behemoth Resources #ATM #ARCM
Small Cap

Joel’s Resource Report – Behemoth Resources #ATM #ARCM

Joel Deakin- December 6, 2019

Earlier this week I watched an interview with the CEO of AfriTin (ATM). This caused me to run some calculations and then buy some shares. ... Read More

Shifting Shares (2 Dec 2019) – Pass the dynamite #TSTL #TRT
Small Cap

Shifting Shares (2 Dec 2019) – Pass the dynamite #TSTL #TRT

Michael Taylor- December 2, 2019

Many private investors are suckered in to story stocks, which sadly have a large chance of loss. You can still trade these, as what they ... Read More

Joel’s Resource Report – as clear as mud #EML #KRS #SML
Small Cap

Joel’s Resource Report – as clear as mud #EML #KRS #SML

Joel Deakin- November 29, 2019

In the space of one day I’d heard three different opinions. If due to rules outside of a company’s control, their statement of fact can’t ... Read More

Shifting Shares (28 Nov 2019) – One way or t’other #RBG #WOSG
Small Cap

Shifting Shares (28 Nov 2019) – One way or t’other #RBG #WOSG

Michael Taylor- November 28, 2019

I attended the Revolution Bars Group (RBG) AGM this week, as I think it's a binary play. Either there will be a big placing, or ... Read More

Shifting Shares (18 Nov 2019) – Different versions of truth #XSG #PURP
Small Cap

Shifting Shares (18 Nov 2019) – Different versions of truth #XSG #PURP

Michael Taylor- November 18, 2019

There was a trading update recently, where the company announced that "the significant losses incurred in the prior period have now been reversed and the ... Read More

IFRS 16 – a practical guide to lease accounting
Comment

IFRS 16 – a practical guide to lease accounting

Graham Neary- November 12, 2019

Those of you who can't make it to Mello can still view the slides for my IFRS 16 talk, scheduled for later today. Indeed, I'm ... Read More

Graham’s Investing Diary (8 Nov 2019) – Into the breach #GAW
Comment, FTSE 350

Graham’s Investing Diary (8 Nov 2019) – Into the breach #GAW

Graham Neary- November 8, 2019

I've already written a Diary note this week, but here's another one. I want to let you know about my latest investment, and inform you ... Read More

Shifting Shares (5 Nov 2019) – Rise and Fall, Boom and Bust #ASC #BUR
Small Cap

Shifting Shares (5 Nov 2019) – Rise and Fall, Boom and Bust #ASC #BUR

Michael Taylor- November 6, 2019

Once the stock starts to make a clear move, I think it's likely to keep going as people get FOMO and realise that it is ... Read More

Graham’s Investing Diary (4 Nov 2019) – Bricks and Mortar $TSLA $BRK
Comment

Graham’s Investing Diary (4 Nov 2019) – Bricks and Mortar $TSLA $BRK

Graham Neary- November 4, 2019

There has been a severe lack of trading in the portfolio since my last missive, but my portfolio has changed in a noteworthy way. A ... Read More

Shifting Shares (29 Oct 2019) – Red flag warning #AGFX #BIDS #FEVR #SOS
Small Cap

Shifting Shares (29 Oct 2019) – Red flag warning #AGFX #BIDS #FEVR #SOS

Michael Taylor- October 29, 2019

There's little hype now - everyone who was screaming "it's going to £1" a few months ago seems to have disappeared. Either they've sold, or ... 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

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

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

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

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