The FTSE AIM market is not dying, but it is sick. Here’s my reforms. As an analyst who is looking to FTSE AIM as a long-term new source of income, it’s slightly concerning that two of my most popular articles over the past few months are entitled: Now, I want to be clear, as before, […]
Fulcrum Metals: everything you need to know
Welcome back to Investing Strategy, where long-time readers are joining me on my quest to provide comprehensive coverage of every small cap junior resource company listed in London. Of course, I am sure that this will be much like painting the Forth Bridge — by the time we get every one of them online, it […]
Chill Brands is about to RNS an EGM request. Here’s why
Jonathan Swann is leading a large group of investors to make changes at the growing vape business. Yesterday, the board of directors of Chill Brands (LON: CHLL) was sent a letter — an official notice to requisition a General Meeting. I am completely confident that my source, someone closer to major shareholders, is correct. First […]
In defence of the £20,000 ISA allowance
A new tax year is upon us — and there’s always one person who wants to tax investors even more. A couple of days ago, the Resolution Foundation published an interesting take on the current ISA regime, noting that it is: The organisation has previously campaigned to set a lifetime allowance of £100,000 for ISA […]
Is the small cap market broken?
The goose lays the golden egg. Be careful not to slaughter it.A few days ago, I had a chat with Power Metal Resources CEO Sean Wade — listen here — where he makes it clear that he’s had enough of the inability of the London market to properly value companies, or to offer finance on […]
Start a business or start investing? From a tax perspective, it’s an easy choice
Let’s say you want to get started with £20,000 in capital. What’s the best way forward? I should start this article with the usual caveats: nothing here is advice on any level. Your investment and personal finance decisions are your own, and I can only speak to personal experience. But I wanted to take a […]
Why do some CEOs remain silent as the share price tanks?
There’s often reasons you are not party to — and nobody wants to be kept in the dark. On the other hand, some boards are clearly a bit lazy. We’ve all been there. Your investment has — in your eyes — finally done it. The nature of ‘it,’ of course, varies. But whether signing a […]
I now have a crystal ball. Here’s what happens next
17 years ago, I visited Delphi and was struck with prophetic powers. Here’s some of my tongue-in-cheek predictions for the next few months. As a long-term investor, I try my best not to make investments based on the catalyst of tomorrow. I know what works — picking a position near the bottom of sentiment and […]
The buyout targets of 2024
Everyone loves a good buyout. These are the companies from across the value chain that I think could be targets in 2024. When Mars bought Hotel Chocolat, I imagine that there was a sudden rush to invest in overpriced mid-tier chocolatiers. Then logistics firm Wincanton found itself a French partner and the epiphany began — […]
Disney shares: the bull case for 2024 and beyond
Disney shares are heavily undervalued and are my top blue chip pick for 2024. Here’s why. Longtime readers at Investing Strategy will know my investing strategy for excess capital: a big chunk in an S&P 500 tracker, a little into gold and major cryptocurrencies, and then the remainder into a portfolio of circa 20 small […]
Investing Strategy: The Chill Brands Edit
Chill Brands is growing exponentially — and the story is just getting started. Here’s what you need to know. Chill Brands (LON: CHLL) is perhaps one of the most marmite stocks on the small cap market — investors who are in, really like the stock, and those who disagree with the investment thesis are fairly […]
Sunday Roast’s 12 Stocks for 2024: a brief commentary
TSR has some names I’ve covered for years and others that remain relatively unknown. Will 2024 be their year? Let’s dive in. One of my favourite activities is taking part in a Podcast. Not for the sound of my own voice — all our voices sound worse when recorded. What I love about podcasts is […]
2024: what’s that feeling? It’s greed replacing fear
The small cap market could recover sharply in 2024. At least, that’s the theory. Welcome back after the break! Are you ready to invest your hard earned cash or ill-gotten gains into small cap shares, in pursuit of ridiculous returns? You’re in the right place. While risks continue to abound, there has been a marked […]
Signing off for Christmas. Here’s to 2024!
2023 has hopefully seen off the bottom of the small cap market. In 2024, fortune favours the brave! I was going to spend my last article of the year considering why Shanta Gold has chosen to accept an offer far below what the company seems to be worth. FWIW, boards tend to have more information […]
LifeSafe shares: the investment case for 2024
‘New tech’ shares can take time to deliver shareholder returns. But for LifeSafe, 2024 may be the catalytic year. Here’s why. LifeSafe (LON: LIFS) shares have not had an enjoyable 2023. In fact, the ‘new tech’ stock launched its IPO in July 2022 and has since fallen to just 21.75p per share. Even this price […]
Why you need to get your children interested in investing
Teaching financial concepts young is as vital as learning to ride a bike. At least, that’s my position. There are certain life skills that you need to impart to your children before you let them loose on the world at around the age of 18. For most, this includes how to drive, swim, ride a […]
FTSE AIM: In defence of the Activist CEO
We all know the different breeds of CEO, even if we have different names for them. But one type of CEO always boasts the marmite factor. FTSE AIM investors — indeed, small cap shareholders in general — put a lot of stock by their CEOs. For context, I can’t remember who’s taking over from Legal […]
Penny stock shortlist: best growth shares of 2024
GMET, SKA, TYM, CIZ, ATN, CGNR, BSFA & ACRM shares may be the best growth stocks for 2024. But which should take the top spot? Every December, I select what I consider to be the best ‘growth’ stock going into the next year. This year, as I now have somewhat of a social media following, […]
Is the AIM market an unregulated mess?
The regulators need to do their jobs. Trust in the small cap market is collapsing, and with it, the long-term investing mindset. At some point, someone has to say it. Enough is enough. The FTSE AIM market may have bounced off its late October low — but the index has still nearly halved in value […]
Ondo InsurTech and Horizonte Minerals are the twin epitomes of the AIM market
ONDO and HZM are polar opposites in the AIM market. Both have their place. On FTSE AIM, there are two types of companies. The first is the high risk, high reward business — usually a junior resource explorer or biotech with a significant asset but no cash — where investors buy shares in a few […]