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Once again, the Sunday ShareProphets Pub Quiz
The Sunday ShareProphets Pub Quiz has had a run of bad luck lately. The service that we used for it kept getting stuck after more than a few people used it. So we've started building our own. Please give it a try this week and let me know in the comments how you fared. And remember, no Googling!- By Darren Atwater |
- 19 February 2023, 13:38 |
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Tesco chat (and this time not about buying a food shop)
I think Tesco (TSCO) deserves to be the biggest supermarket in the UK. And despite just a bit of volatility in the company over the last couple of decades, it has ultimately boxed clever. The combination of the turnaround by its previous CEO “Tesco Dave” and the return of capital via the sale of its Asian business at a decent price, helped me make some good money on the shares. However...- By Chris Bailey of Financial Orbit |
- 19 February 2023, 09:23 |
Visual Aid: 11 Tech Trends to Watch in 2023
From Visual Capitalist, this week’s graphic suggests 11 tech trends that are unexpected. Immortality as a service? Digital smells? Where there’s electro muck, there's brass.
- By Darren Atwater |
- 19 February 2023, 09:05 |
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Sunday Long Reads: Train Chemicals, Why does ChatGPT Work? iPhone Hell, Wrexham AFC, Human Cannonballing
Here are five long reads that have nothing to do with shares. Put the kettle on, find a comfy chair. You have the time, don't you?
- By Darren Atwater |
- 19 February 2023, 07:29 |
Notes from Underground – Most read articles for the week ending 18 Feb 2023
The most-read non-Tom article this week is by Chris Bailey, How much do you like being “nudged” by Hargreaves Lansdown?, at No 2 or No 8 including Bearcasts.
- By Darren Atwater |
- 19 February 2023, 07:23 |
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Tom Winnifrith Bearcast: I agree with Warren Buffett not Malcolm Stacey
Having wrongly called the stockmarket as a bear, Malcolm is again an uber bull as the Footsie hits record highs, today telling us that Warren Buffett has got it all wrong. Malcolm seems to be driven by FOMO and I explain all sorts of reasons why you might not want to bet the ranch on his call.- By Tom Winnifrith |
- 18 February 2023, 18:47 |
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Shocking behaviour by Anglesey Mining - for once twitter has it right
Anglesey Mining (AYM) appears to be trawling for followers on twitter. with a claim that it has "material value not currently in the share price". That sort of activity for a company now running on vapours is a massive red flag. At least some of the responses show folks calling out this spoofing by charlatans for what it is.- By Tom Winnifrith |
- 18 February 2023, 18:36 |
B.P. Marsh and Partners – full-year trading update, continuing positive performance: BUY
Early stage financial services businesses investor B.P. Marsh & Partners (BPM) has announced that during its year to 31st January 2023 the majority of its investee companies continued to perform well and that it remains positive regarding its ongoing performance and the outlook for the insurance market.- By Tom Winnifrith & Steve Moore |
- 18 February 2023, 17:49 |
Video: Gold the Excellent Risk Diversifier that is Widely Underheld
Money manager Bob Elliot analyses the current economic situation, the role of debt cycles, and the trade-offs between a fiat monetary system and a commodity-based system. He note that productivity is the main driver of growth over the long term, and that debt cycles have been used to make up for declining productivity. He explained the risks associated with governments borrowing to make up for productivity declines and noted that wage growth is maintaining nominal spending at a higher level.- By Tom Winnifrith |
- 18 February 2023, 17:44 |
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Zamaz – kicking the debt can down the road, can the FCA really be happy about this?
On 17 February 2023, Standard Listed Zamaz (ZAMZ) attempted to kick the debt can down the road to avoid defaulting on its debt repayment. The key text of the RNS announcement is below:- By Tom Winnifrith |
- 18 February 2023, 10:14 |
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Renold – a positive business momentum Buy
Manufacturer of industrial chains and related power transmission products used in a wide variety of international industries including manufacturing, transportation, energy, steel and mining, Renold (RNO) recently announced that it “now anticipates that underlying operating profit for the full year will be above current market forecasts” and that there is a “positive market outlook”. This looks far from discounted in the current share price and, as the results and following updates make the financials picture clearer, we expect the shares to spark from here.- By HotStockRockets |
- 18 February 2023, 09:55 |
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The Wandisco share price is insane
I have a lot of time for Wandisco (WAND) boss David Richards and his tech business clearly has some traction. But the valuation is surely insane.- By Tom Winnifrith |
- 18 February 2023, 09:53 |
Warren Buffet, Timing, Value, Trends and What to Do with your Shares in a Record Breaking Footsie.
Hello Share Mongers. Nobody should ignore Warren Buffet. After all, the old boy became one of the richest men in the world by doing what we do i.e.: trading shares. His wisest axiom for me is: ‘Buy when everyone else is selling and sell when they’re all buying.’- By Malcolm Stacey |
- 18 February 2023, 09:30 |
Pod Point – “pleased to announce” results. Er, how are they ‘pleasing’?
Electric Vehicle charging group Pod Point (PODP) states that it “is pleased to announce its preliminary unaudited results for the year ended 31 December 2022” and “a 16% growth in revenue… very much looking forward to accelerating the business further as we head into 2023”. So what of the shares having currently responded up towards 62p, though that comparing to a late 2021 IPO at 225p!?- By Steve Moore |
- 17 February 2023, 16:15 |
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Tom Winnifrith Bearcast: buy, sell or hold Jubilee Metals?
In today's podcast I look at Canadian Overseas Petroleum (COPL), Mr sock's Zenith Energy (ZEN) and Jubilee Metals (JLP) where my SIPP has a big interest. Should I buy more, sell or hold?- By Tom Winnifrith |
- 17 February 2023, 15:55 |
Maintel – CEO “resignation”, how are those ‘banking conversations’ going?
An intra-day (uh oh!), 9:46am, “Directorate Change” announcement from cloud, network and security managed services company Maintel Holdings (MAI)… and what of the shares currently 15.5% lower in response at 122.5p?- By Steve Moore |
- 17 February 2023, 15:09 |
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Castings plc – a value and income Buy
Shares in Castings plc (CGS) have recently recovered to above 350p after positive trading and results statements towards the end of last year. However, they remain well down on levels achieved in prior years despite a positive outlook and look to be a value and income Buy at current levels.- By Tom Winnifrith & Steve Moore |
- 17 February 2023, 12:57 |
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Zytronic – AGM trading update, still a value recovery Buy?
Touch sensors company Zytronic (ZYT) has announced that the average monthly order intake is at levels similar to the second half of the prior year and that “business development and the opportunities pipeline continue to progress positively”. So what of its current valuation?- By HotStockRockets |
- 17 February 2023, 12:57 |
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Canadian Overseas Petroleum – deliberately confusing release as death spiral shares issued at just 7.3p
“I cannot remember the last time that I saw such a duplicitous dishonest company, this has to be one of the easiest shorts out there at the moment!” says Evil Banksta of Canadian Overseas Petroleum (COPL). He is not alone, Lucian Miers has also called in from the grim North today, outraged as to how the FCA allows Canadian to publish the sort of misleading piffle it has today.- By Tom Winnifrith |
- 17 February 2023, 12:31 |
Video: The Fed is Creating a Perfect Setup for New Gold Investors
Keith Weiner runs gold investment firm Gold Standard Institute USA so he is talking his own book.- By Tom Winnifrith |
- 17 February 2023, 12:02 |