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Nightcap – will tube strikes be the straw that breaks the camels back, insolvency in Q2 suggests an insider
My source close to the action reckons that insolvency in the second quarter, perhaps as Nightcap struggles to meet both payroll and its quarterly rent payments at the end of June, is now more likely than ever. For Nightcap (NGHT), revolting underground workers could be the straw that breaks the camel’s back.- By Tom Winnifrith, the Sheriff of AIM |
- 1 April 2024, 12:17 |
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Exclusive: Cavendish Financial to list £50m LGBTQA+ investment company on AIM
The day after the Sunday when we were all ordered to celebrate Transgender Awareness Day, rather than silly old fashioned Easter, the commemoration of the resurrection of our saviour Jesus, Cavendish Financial has announced plans to list on AIM, Irons PLC, a £50 million investment company which will invest only in LGBTQA+ owned or managed businesses.- By Tom Winnifrith |
- 1 April 2024, 09:58 |
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Tom Winnifrith Bearcast: Calm down Nigel old boy, If $4000 does happen we are all fecked
Comrade Somerville is getting a bit excited about gold today. I discuss this and various gold stocks before heading out to plant some peas in a garden which looks increasingly impressive.- By Tom Winnifrith |
- 31 March 2024, 17:10 |
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The View From The Montana Log-Cabin As Gold Powers Further Ahead
Gold closed the week at $2,233 – a new daily, weekly, monthly and quarterly all-time high, and well up on last week’s $2,165. Moreover, this was the second consecutive quarterly all-time high. Whilst I have no crystal ball, the chart of Gold vs the mining ETFs GDX (majors), GDXJ (juniors) and GOEX (explorers) suggests that things are finally turning my way.- By Nigel Somerville |
- 31 March 2024, 14:17 |
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Johnson Matthey continues to streamline its business and looks set for growth going forwards - buy
The share price of Johnson Matthey (JMAT) has been in the doldrums for some time now, and although it has improved a bit from the lows it saw around the release of its last set of financials, it is still suffering from the impact of low platinum group metal prices.- By Gary Newman |
- 31 March 2024, 12:44 |
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The ShareProphets Sunday Pub Quiz #234
It's time for the ShareProphets Sunday Pub Quiz.. There are no prizes! And remember, no Googling!
- By Darren Atwater |
- 31 March 2024, 12:39 |
Visual Aid: Luxury Goods Investments vs. S&P 500 in the Last 10 Years
It has been widely reported that Chinese stocks have underperformed in recent years, with both the Hang Seng Index and the SSE Composite Index down from their 2021 highs. Despite this broader trend, some Chinese companies have appreciated significantly in price over the past year.
- By Darren Atwater |
- 31 March 2024, 12:39 |
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Sunday Long Reads: Lululemon vs Muscular Dystrophy, Putin’s Prisoners, Sadiq Khan Conspiracy, 1719 London Letters
Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?
- By Darren Atwater |
- 31 March 2024, 12:38 |
Notes from Underground – Most read articles for the week ending 30 March
Here are the most read articles and the most listened-to Bearcasts over the past seven days. The most read non-Tom article last week is Steve Moore with The View From The Montana Log-Cabin As Gold Tries And Fails To Push Further Higher at No 12 or No 20 including Bearcasts.
- By Darren Atwater |
- 31 March 2024, 12:37 |
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On the fence pro tem but I am sure Avacta shares will collapse at some point
For a long time Avacta (LSE:AVCT) has been a stalwart of my stocks to short portfolio. The valuation of a company whose lead product AVA 6000 is still in phase 1 trials was bonkers. Worse still there was a clear need to raise cash, a looming black hole. It was a nil brainer.- By Tom Winnifrith |
- 30 March 2024, 19:14 |
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Jubilee Metals – expansion projects progress, BUY
Jubilee Metals (JLP) has announced continuing projects progress, including that International Resources Holding has exercised its option on proceeding with a waste rock project joint venture in Zambia. How do these compare with a current slightly up to 5.65p share price?- By Tom Winnifrith & Steve Moore |
- 30 March 2024, 18:00 |
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Tom Winnifrith Bearcast: the bitcoin bubble or not as we are told to celebrate not Easter but transgender awareness day tomorrow
I start with the two reasons for late articles today. Then onto what we are told to celebrate tomorrow. Then to the wretched Mail warning about a bitcoin bubble, Sam Bankman Fried, Nick Leeson, David Lenigas, Vinanz (BTC) and Argo Blockchain (ARB).- By Tom Winnifrith |
- 30 March 2024, 17:52 |
Professor Malcolm Stacey's Never-to-be Missed World Renowned and Widely Acclaimed Easter Lecture.
Hello Share Punters. This year’s Easter lecture considers the act of praying. The big question: does it work or not?- By Malcolm Stacey |
- 30 March 2024, 09:47 |
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A Readers wife asks for your support this Easter
I don ‘t normally flag up those raising money but the reader in question has been reading my ramblings for many a year and thus the plight of his brave wife Angela touched my heart somewhat.- By Tom Winnifrith |
- 30 March 2024, 08:38 |
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Tom Winnifrith Bearcast: Companies I am reporting to the FRC this weekend
I again wish you a Happy Easter and am spending some of this weekend reporting various PLCs to my good pals at the FRC. I explain why in each case as I name the shysters concerned. Then it is onto the idea that UK equities are somehow uber cheap. I am explain why I am such a bear of UK PLC and so disagree with that assessment.- By Tom Winnifrith |
- 29 March 2024, 12:04 |
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EXPOSE: Versarien dire year end numbers and a slam dunk case for the FRC
As Versarien (VRS) had largely predicted back in December 2023 when it issued a company update its results for the 12 months to September 30 2023 were terrible. But they also show laughable failings in the prior year audit, failings I flagged up at the time and which I now feel obliged to report to my good pals at the Financial Reporting Council.- By Tom Winnifrith, the Sheriff of AIM |
- 29 March 2024, 11:14 |
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DETAILED EXPOSE of RegTech Open Project – Piss poor interims are materially non-compliant with IFRS
When a company changes its year end from 31 December 2023 to 30 June 2024 on 29 February 2024 for no genuine reason, you know it’s is a poor company. When it then releases its second interim numbers on last trading day of the month in question at 5.42 pm just before the Easter Bank Holiday weekend that simply confirms a company that is trying to avoid scrutiny. Welcome to the scam that is Regtech Open Project (RTOP), another bezzle from Alessandro Zamboni.- By Tom Winnifrith |
- 29 March 2024, 05:40 |
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Horizonte – the game is now up, sell while you can, this is a 0p stock
I covered this in bearcast but Evil Banksta has been in touch to say that, as is my wont, I am too charitable. As long time bears, warning this could be a zero, ever since huge cost overruns emerged in the Autumn, the rather rushed statement just before the long weekend explicitly says this is game over for shareholders in Horizonte Minerals (HZM)..- By Tom Winnifrith, the Sheriff of AIM |
- 28 March 2024, 22:52 |
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B.P. Marsh & Partners – a new investment, a sale and a dividend declaration
Investor in early stage financial services businesses B.P. Marsh & Partners (BPM) has this week followed a “Completion of Sale and Dividend Declaration” announcement with now a new investment announcement. How positive are these from an around 480p share price?- By Tom Winnifrith & Steve Moore |
- 28 March 2024, 22:52 |
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Superdry after hours ‘fess up – this looks like a zero, its the most obvious short in town on Tuesday morning
An announcement at nobody is watch o’clock just before a 4 day weekend was never going to be good. And in that regard Superdry (SDRY) does not disappoint. I think we can now safely say that it is a near as damn it zero and is thus, at 28.8p, the most obvious short in London come Tuesday.- By Tom Winnifrith |
- 28 March 2024, 22:51 |