The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
“…A return to a low inflation, low interest rate environment, would of course help these kind of value small caps to do even better. And, above all, they tend to be overlooked by analysts, with share prices that can be grossly inaccurate relative to their earnings potential…”
With so many companies at exceptionally low valuations, the time may be right to look again at micro cap stocks that have the potential to supercharge portfolio performance. Below we pick out a 15 small cap companies worth watching :
https://total-market-solutions.com/2023/07/does-lower-inflation-mean-better-times-ahead-for-small-cap-investors/
Does lower inflation mean better times ahead for small cap investors?
https://total-market-solutions.com/2023/07/does-lower-inflation-mean-better-times-ahead-for-small-cap-investors/
TMS still help MOS. We are currently waiting for Company sign off on a NEW feature article piece. MOS wasn’t included in the “15 to follow” feature as this was more an inflationary piece specific to Oil/mining. I can’t name company every look after it looks daft! Plus, the write up on MOS would have been part of the bigger article waiting for sign off. That help?
Video interview below ;
“…One of the reasons that Lexington has a strong following is that shareholders know that we unlock value by putting the money into the ground. We are not a lifestyle company. Every single cent is turned over three times and we make it work for us…”
https://total-market-solutions.com/2023/07/lexington-gold-ltd-july-2023/
“…What we have found has huge potential, not only in terms of the biggest thing on the planet. The scale is hard to imagine. It’s like taking Mount Everest and inverting it…”
https://total-market-solutions.com/2023/07/empire-metals-ltd-july-2023/
VIDEO INTERVIEW (link below)
“…The BAM gold project is the focus for Landore Resources’ new CEO and selling non core assets is key…”
https://total-market-solutions.com/2023/07/landore-resources-ltd-july-2023/
“…The company is ‘looking closely at two possible rig availabilities’, one in this third quarter, the other in the fourth….”
https://total-market-solutions.com/2023/07/tower-resources-plc-2/
“…Prospective investors should look out for the next major stage in the company’s journey, the completion of Phase I trials in Q3…”
https://total-market-solutions.com/2023/07/oxford-cannabinoid-technologies-holdings-plc-2/
Interview with #POLB CEO
“…Nobody else has this data. Nobody else has this challenge data to analyze…”
https://total-market-solutions.com/2023/07/poolbeg-pharma-plc-july-2023/
Interview with #HVO CEO ;
“…through a process of elimination it’s not too difficult to guess who the client is for hVIVO and how much the paid upfront contract is worth…”
https://total-market-solutions.com/2023/07/hvivo-plc-july-2023/
“…The diamonds are on their way…” (INTERVIEW)
https://total-market-solutions.com/2023/07/vast-resources-plc-july-2023/
...a year later we are 3p!! We are probably somewhere in the middle price wide. 3p is the WRONG price and a reflection of broader issues on small cap markets. "retail" are fickle. Its a love/hate/love/hate relationship.
New shareholders in at this level (to which there are many new ones judging by the messages i have had who can not believe the price today) will think HMI are fantastic when they are double the price...
Forget the "target" sales and look at the cash! So number been revised down? They are not the only Company to trim sales numbers in the current economic climate. Look at most sales driven Companies in the FTSE100 for starters!
Farmers in Brazil also getting help to buy ORGANIC fertilisers remember (link below)
https://www.soybeansandcorn.com/articles/9643/?page=1&
https://www.thisismoney.co.uk/money/investing/article-10997695/MIDA-S-SHARE-TIPS-UPDATE-Harvest-Minerals-set-growth-spurt.html
Yes...agreed.
A profit was made. The numbers are the numbers. In 2019 the target for the year was 27,000t and shares were around 15p! So they have achieved 27,000 in H1 2023 and the shares trade at 3p! Something not quite right...