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DVRG
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Deepverge needs a statement as 16th looms and it can’t repay £500,000: Does bloody Sunday lie ahead?

On the 16th of this month Deepverge (DVRG) has to repay £500,000 in cash to alternative finance provider Riverfort. And then the same again on 16th November, December, January and February before a final loan repayment of £1.5 million in March. Guess what? Deepverge does not have any cash. It is running on vapours and so will only survive into 2023 by drawing down more Riverfort debt. Now how to solve this?

TIR
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Quarterly NPV: Wretched Colin Bird forced to sell Jubilee Metals shares, the family silver, just how fucked is Tiger Royalties?

Of course, despite boasting that Tiger Royalties (TIR) is publishing its NPV, Net Portfolio Value, the shameless chancer and career penny share hustler Colin Bird neglects to tell us what current liabilities were at 30th September so we can only guess at that. More on that later but what we do see is a portfolio falling in value and becoming ever more concentrated in illiquid shit where Bird is in control. Today’s RNS is toxic.

IMB
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Imperial Brands – full-year trading statement, further shareholder returns ahead

Imperial Brands (IMB) has announced year ended 30th September 2022 “trading in line with expectations with growth in aggregate market share for top-five priority markets” and that a strengthened balance sheet and achievement of target leverage are to enable the immediate start of an ongoing share buyback programme. The shares have responded positively, up to 1940p, so what’s the detail?

Curse_Of_ShareProphets
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Cooks Coffee IPO from Monkey – why oh why?

Andrew Monk’s VSA Resources is bringing NZ listed Cooks Coffee to London with a dual Aquis listing.  Because the world needs more coffee shops as we head into a severe recession which will force discretionary spending off a cliff? Whatever you say Monkey.

Bearcast
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Tom Winnifrith Bearcast: Eccellenze, near the Nottingham Forest Wine Bar in Milan, I think your numbers are made up

Today is Canadian Thanksgiving so if this podcast is late it is because Darren and other folks in the socialist hell hole are giving thanks to a God they do not believe in for not being American. Normally they all celebrate with roasted turkey but after a few years of President Castro-Trudeau many of them have been forced to become vegans under the latest Hate Crime laws or will be chasing their cats as Felix will be the main course on the only special feast which is now affordable. The screenshot below relates to Zamaz (ZAMZ) as I discuss its latest acquistion where the numbers just do not add up. I also look at Versarien (VRS), Chesterfield Resources (CHF), Argo Blockchain (ARB), asking if the ptoposed funding is for real, and I discuss a weekend chat with 'arry Adams of Kefi Gold & Copper (KEFI).

BONH

Bonhill – further updates, it’s certainly not a ‘pleased to announce, robust’ performance now!

Writing on B2B media group Bonhill (BONH) last month with the shares at 5.25p, I questioned its ‘pleased to announce, robust’ first half argument. The shares last closed at 5.75p...but are currently down towards 4p, so what’s going on?

AUTG

Autins – trading update. Was it right to have still further uncertainty on semiconductor supply?

Previously writing on acoustic and thermal insulation group Autins (AUTG), in June with the shares down to 14.5p I concluded it looks like that not much cash for long will be available for growth ‘positioning’ and still avoid / sell. The shares last closed at 14p but are currently falling below 10p on the back of a “trading update”.

SMDS
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DS Smith – a pleasing trading update

A new week and finally some good news from the United States for GSK plc (GSK) as the “FDA approves Boostrix for immunisation during pregnancy for the prevention of whooping cough in newborn infants”. It is not enough alone to start pushing the multinational pharmaceutical and biotechnology FTSE 100 name up, but it is a bit of good news for the company’s struggling CEO. As I have noted before, Dame Emma has a lot still to prove. Meanwhile, elsewhere in the FTSE 100, I am excited to see the over 8% rise in the shares today of DS Smith (SMDS).

NCYT
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Novacyt – details of the legal claim that could bankrupt it & which begs massive questions of £9m Graham Mullis

The Times has got hold of papers relating to the £134.6 million breach of contract claim made by the Government against Novacyt (NCYT), we reported here back in April, and this really looks as if it could bankrupt the company, currently sitting on c£90 million of cash. It also begs even more questions for ex CEO Graham Mullis who, if the Government is correct should be in jail for a £9 million bezzle not running Aquis listed Love Hemp (LIFE).

0QYE

Green Pioneer that Makes Solar Panels Shine Seems Set for Sunnier Days

Hello Share Takers. With alternatives to dirty fuels so much discussed these days, allow me to suggest a company that’s big in solar panels. Enphase Energy (0QYE) is a specialist in making sun power more efficient.

VLRM
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Letter to Aquis Regulation – Valereum is ‘avin’ a Turkish at your expense

I have written to Aquis Regulation, ccing in the Financial Reporting Council, if Aquis needs some help with basic accountancy, on the subject of interims from Richard Poulden’s Valereum Blockchain (VLRM). These numbers need to be restated with Poulden deserving a public slap on the wrists.

Bearcast
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Tom Winnifrith Bearcast: Do we NEVER learn from mistakes on Unit Trusts and why are the Tories kicking me in the gonads to please a fat slob on welfare?

I discuss OEICS (Unit Trusts) and liquidity and then the bumper pay rise for the welfare classes paid for by you and I. Can Peter Brailey, or any other Tory out there, explain how this is fair or fits in with basic Conservative principles? I can't.

TERN

Tern – Fundamental Questions Of Clarity

It has been a difficult week for the AIM-listed Tern plc (TERN) BBMs: the jam-tomorrow bubble has finally popped, the company faces a major cash-crisis in between 3-6 months' time and the share price has been hammered by a not-very-successful placing, down to just 7.45p from over 10p about two weeks ago. And the shares now trade at a discount to NAV, and it is clear another cash-call is on the way. In the midst of this nonsense, investee FVRVS’s accounts for FY21 came out on Companies House. Oooh - that looks like fun…..

PRV
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Caring much more about Porvair than the world of the thoughts of brokers

I was a bit busy on Friday and hence a bit knackered yesterday, but it was undoubtedly smart to take a bit of a rest as the next six weeks or so are going to be very busy. Like the complete larger cap sad sack I am, genuinely I am very, very excited about the upcoming global corporate earnings season. It might not tell us everything about the last few months or the next few quarters, but it will tell us something. And that is what makes it fun. In short, there will be loads and loads of corporate names to write about deep into November.

Professor
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Sunday Long Reads: Sci Fi Harassment, Last days of Chinese COVID Doctor, Netherlands Gangs, Life in 1789, Rare Bourbon Theft

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? 
 

Quiz
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The ShareProphets Sunday Pub Quiz #162

Put the kettle on, write your score in the comments, there are no prizes, and most important of all – no Googling! 

Newsboy

Animation: The Global Population Over 300 Years, by Country

Another interesting graphic from Visual Capitalist, this one is animated bar chart of the increased population of the world by country. I did not realize that Tanzania was so high up the list.

Top-10

Notes from Underground – Most read articles for the week ending 8 Oct 2022

These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom non Darren article is “The View From The Montana Log-Cabin As Gold Continues To Struggle And Cash From Ariana Arrives Tomorrow” by Nigel Somerville at number two or number seven if you include Bearcasts.

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