Small Caps
Small-cap investing explained plainly. What they are, how they work, and how to approach them.
Customer Concentration in Small Caps
A Small Caps guide to customer concentration, showing how annual reports, contract renewals and channel dependence can make growth look…
The quality of earnings test for small-caps: how to tell if profits are real
Quality of earnings helps investors test whether small-cap profits turn into real cash. Learn the cash, working-capital and accounting checks…
Surviving the crunch: what a small-cap’s near-death cash crisis actually looks like
A small-cap cash crisis is survivable only if fresh money resets the business. Learn how to tell a clean rescue…
3 Critical Signals in Small Cap Announcements to Check
Small cap announcements can look impressive at a glance. Learn three practical checks to separate real business progress from promotional…
From Drill Core to Decision Gate: The First Five Years of a Junior Miner
A junior miner reaches a real decision point through drilling, metallurgy, studies and financing discipline, not hopeful headlines alone.
The serial fundraiser: what three placings in three years actually do to your stake
Repeated placings do not just raise cash. They steadily change ownership, lower the reference price and test whether the original…
The night before the data: a biotech case study in two halves
A small-cap biotech readout is both a data event and a narrative event. This case study shows what to watch…
A year in the life of a boring small-cap that just keeps compounding
A plain-English guide to a year life of, using a small-cap case study to show what careful UK readers should…
From AIM listing to being bought by Mars: the Hotel Chocolat journey
A plain-English guide to aim listing bought by, using a small-cap case study to show what careful UK readers should…
When a big investor leaves all at once: what the Woodford fund.
A plain-English guide to a big investor leaves, using a small-cap case study to show what careful UK readers should…