Tag: rre

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

Can RockRose go to zero? Plus Avacta’s de-risk events & more #RRE #AVCT
Podcast, Small Cap

Can RockRose go to zero? Plus Avacta’s de-risk events & more #RRE #AVCT

Cube.Investments- May 11, 2020

In this podcast, Graham and Joel discuss Covid-19's effects on various companies and markets. Topics covered: Covid-19/Markets Gold miners 15:00 RockRose Energy (RRE) 20:30 Avacta ... Read More

Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM
Small Cap, Comment

Joel’s Resource Report – Guessing future demand #CAML #RRE #ATM

Joel Deakin- April 27, 2020

In a world of contracting economies, is the demand for copper, oil or commodities really going to be at the levels they were pre-coronavirus? Looking ... 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

Joel’s Resource Report – Everything Must Go! #RRE #SO4
Small Cap, Comment

Joel’s Resource Report – Everything Must Go! #RRE #SO4

Joel Deakin- March 13, 2020

Well that escalated rather quickly! It was less than two weeks ago that I started dramatically altering the construction of my portfolio in light of ... Read More

Hedging My Virus Bets
Comment

Hedging My Virus Bets

Joel Deakin- March 3, 2020

After last week's horrendous losses, I spent the entire weekend reflecting, thinking and analysing the macro picture. This led me to two conclusions: 1. A ... Read More

Joel’s Resource Report – Game Theory #RRE
Small Cap

Joel’s Resource Report – Game Theory #RRE

Joel Deakin- February 29, 2020

"Holy ****!" Is how I've felt, looking at my portfolio - surely things can't get any worse? Well apparently they can. I've never lost more ... Read More

Joel’s Resource Report – Signs of life! #ARCM #ARB #RRE
Small Cap

Joel’s Resource Report – Signs of life! #ARCM #ARB #RRE

Joel Deakin- February 7, 2020

Another week and the markets are continuing to see-saw. Thankfully, there are a few signs of life in the resources space, even if share prices ... Read More

Joel’s Resource Report – Volatility returns #ARCM #SRB #RSG #APF
Small Cap

Joel’s Resource Report – Volatility returns #ARCM #SRB #RSG #APF

Joel Deakin- January 24, 2020

This time last week I was congratulating myself on what fantastic investments and returns I was making – what a difference a week makes! The ... Read More

Joel’s Resource Report – The roaring twenties #RRE #JKX #APF #TSG
Small Cap

Joel’s Resource Report – The roaring twenties #RRE #JKX #APF #TSG

Joel Deakin- January 10, 2020

Another week’s gone by and my portfolio continues to go up. I injected another decent tranche of capital into my portfolio and ditched the Blue ... Read More

Mega Resource Roundup #RBD #JKX #RRE #EML #ARCM #ATM #HUM #MKA
Small Cap

Mega Resource Roundup #RBD #JKX #RRE #EML #ARCM #ATM #HUM #MKA

Joel Deakin- December 27, 2019

2019 has been another challenging year for small cap investors, although success has been possible for those able to take advantage of opportunities that have ... Read More

Joel’s Resource Report – Liquidity Returns #EUA #EML #RSG #I3E #RRE
Small Cap

Joel’s Resource Report – Liquidity Returns #EUA #EML #RSG #I3E #RRE

Joel Deakin- November 1, 2019

At the time or writing, the author holds long positions in EML and RRE. The past week has seen a number of AIM resource companies ... 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

Joel’s Resource Report (20 Sep 2019) #RRE #SXX #ARCM
Small Cap

Joel’s Resource Report (20 Sep 2019) #RRE #SXX #ARCM

Joel Deakin- September 20, 2019

Joel is away on business again and he sends us this roundup for the resources space. RockRose Energy (RRE) Interim results due next week. The ... Read More

RockRose Energy – The interview you’ve all been waiting for
Small Cap

RockRose Energy – The interview you’ve all been waiting for

Joel Deakin- September 6, 2019

Like a lot of other investors, I've been eagerly awaiting Andrew Austin's interview: https://www.youtube.com/watch?v=xKasF9FzgU0 Key Takeaways $300 million in net cash on the balance sheet. ... Read More

Shifting Shares (2 September 2019) – A torrid time #WEY #LVCG #SOS #RRE
Small Cap

Shifting Shares (2 September 2019) – A torrid time #WEY #LVCG #SOS #RRE

Michael Taylor- September 2, 2019

In this regular report, Michael Taylor takes a look at a wide range of stocks with interesting trade set-ups. Stocks covered include Sosandar (SOS), Wey ... Read More

Joel’s Resource Report (30 Aug 2019) – Investing when others are fearful
Small Cap

Joel’s Resource Report (30 Aug 2019) – Investing when others are fearful

Joel Deakin- August 30, 2019

Global markets around the world are volatile and many investors appear to be scared. I perhaps controversially remain nearly 100% invested. I’m not advocating this ... Read More

Joel’s Resource Report (23 Aug 2019) – Not all bleak! #RRE #ARCM
Small Cap

Joel’s Resource Report (23 Aug 2019) – Not all bleak! #RRE #ARCM

Joel Deakin- August 23, 2019

Like Michael, who has a weekly Cube column, I’ve now agreed to do one – focused on resources. As I’ve been away for a while, ... Read More

Shifting Shares (20 August 2019) – Bargain Bucket #ARB #RRE
Small Cap

Shifting Shares (20 August 2019) – Bargain Bucket #ARB #RRE

Michael Taylor- August 20, 2019

There are certainly not many longs out there at the moment. It's tough, and those who are finding themselves overexposed are now hurting. Risk management ... Read More

Cube Podcast #17: In-depth views on Rockrose & Sirius #RRE #SXX
Podcast, Small Cap

Cube Podcast #17: In-depth views on Rockrose & Sirius #RRE #SXX

Cube.Investments- August 19, 2019

For this podcast, Graham was joined by Joel Deakin (@jmhdeakin). We discuss Rockrose Energy (RRE) and Sirius Minerals (SXX). Please note the important disclaimer which ... Read More

Your Cart