Like many of its contemporaries in the mining-minnows space, it has taken a while for Bushveld Minerals (LON:BMN) to catch up with the bullishness of the giants of its sector since the beginning of last year. Although I am slightly concerned that an earlier and more aggressive interest rate hiking cycle by the Federal Reserve…
One of the golden rules of investment is that you should understand the businesses you are invested in. Even after interviewing Bos Global (LON:BOS), I am not 100% sure that I understand the technology. But it may not matter in the end. I have to say that the “Rocket Launcher” formation seems to be serving…
I take a break from my normal obsession with the minnows to look at a pet favourite on the fundamental front – website ordering specialist, Just Eat (LON:JE.). What is evident on the fundamental front as far as Just Eat shares are concerned is that the company has created a dominant position in its particular…
It would appear that for fans of Jubilee Platinum (LON:JLP) patience has been a virtue. But alas, this is something which small cap investors generally do not possess in abundance. I have to admit to suffering a similar malaise as many a small cap punter with reference to Jubilee Platinum. This is because it simply…
I am half thinking of starting a series with the title, “You know we are really in a mega bull market for stocks when… is rallying”. There are green flags and red flags when it comes to whether a small cap company is one worth investing in or not. A frugal management, visibility of earnings…
It would appear that in Sovereign Mines of Africa (LON:SMA) we have a company with a little more personality than many of its sector peers. Although there has been little by the way of newsflow from this cash shell, the recent past has been noteworthy. This is because the farm-out of its key 75% owned…
Mobile live streaming group Servision (LON:SEV) ticks many of the boxes in terms of an exciting small cap situation. Having been involved in the stock market one way or another for just over 30 years, I have witnessed the boom days of Sid and the privatisations, as well as the crashes of 1987 and 2007-8.…
The only negative in what is apparently a glorious bull situation at Meggitt (MGGT) is whether it’s better to travel than arrive? Meggit’s focus on aerospace and defence is certainly flavour of the month as far as the stock market is concerned, especially given the way we are in the run up to hearing about President…
One of the reasons for thinking that the good times are finally returning to the small caps space is the positive newsflow and stock market reaction at Frontera Resources (LON:FRR). Rather like all too many minnows, fans of Frontera Resources have really been taken on quite a journey over recent months. Alas, much of the…
Over the years I have shifted somewhat from the technical analysis only approach – if only on the basis that there are hardly any companies I do not interview – and on Twitter one is bombarded by the fundamental argument for many a minnow. SDX Energy (LON:SDX) ticks all the boxes that one would be…
