TV and video streaming technology company Amino (AMO) was an initial pick for 2020 from me at a 134p offer price. The shares approached 150p in early February, but I concluded at 123p to sell in March as coronavirus impacted, the noted performance might see it best to take the small hit now and, perhaps, look to re-enter down the line. The shares last closed at 115p but are currently above 120p on the back of a “Trading & Dividend Update”…

We tipped Jubilee Metals (JLP) at a 4.6p offer in July 2020. Ding Dong! As we approach Christmas the shares are circa 11p, making we loyal investors pretty happy. But do not even think of selling. Here’s why:

UK provider of IT and communications services to businesses and public sector organisations, CloudCoCo (CLCO) has updated including “trading EBITDA, a key marker for demonstrating the success of the group’s recovery to date, expected to be well ahead in H2” and “cash positive in FY20” – and the shares have currently responded more than 14% higher to 1.20p, but what’s the actual detail?…

Provider of data from connected business devices, Vianet (VNET) “is pleased to announce its interim results for the six months ended 30 September 2020”. The shares have currently responded to around 80p, er more than 5% lower…

Previously writing on manufacturer of products for electronic displays Zytronic (ZYT), in October I suggested value recovery potential but noted it “facing uncertainty regarding levels of future business” and on the watchlist. Now results for its year ended 30th September 2020 have been published. On the surface they look bad, but if you dig deeper maybe this has attractions as an investment…

Fully-listed Egyptian Gold-producer Centamin (CEY) has released RNSs showing that its top brass have been dipping into their own pockets to buy its shares in the wake of last week’s updated mine plan. As discussed HERE and HERE there is plenty to suggest that the offering of a very attractive dividend has much to commend the shares and now Chairman James Rutherford and CEO Martin Horgan have shown the way.

The two companies have only two things in common. The first is that their balance sheets are thinner than an anorexic Ethiopian supermodel with a coke habit. The second is that in recent weeks their shares have absolutely flown.

Bullion dealer Simon Mikhailovich argues that today’s accounting practices may look okay on paper but the truth is that we are bust. It is now impossible to meet the future demands on cash-flow. Rates today are at 5000-year lows, while most assets are very overpriced. The dollar has declined in value during the past century by 95%. He argues that since interest rates are now zero, currency can only fall in value from here.

Hello, Share Sweepers. Very recently, I wondered if the share price of Ceres Power (CWR) might be overheating. A tasty four-bagger in a year with a big negative p/e is something to consider selling. However, I did say that a big nugget of positive news could change everything. And that’s exactly what’s happened, with the share up another 11%…

Self-proclaimed ‘global lifestyle brand’ Ted Baker (TED) has announced interim results, emphasising “our balance sheet is materially stronger than we had envisaged this early in the plan… we are confident that we have the right strategy and team in place and that we are setting the business up for future success”. The shares have currently responded to around 120p, er more than 10% lower!…

Agronomics (ANIC) describes itself as “a leading listed investor in alternative proteins with a focus on cellular agriculture and cultivated meat… these technologies are driving a major disruption in agriculture, offering solutions to improve sustainability, as well as addressing human health, animal welfare and environmental damage”. So, very green shite… but very in tune with market sentiment currently, with recent news which suggests this sector is starting to take off…

M&C Saatchi (SAA) has updated including; “There is no change to the group’s 2019 previously announced profit, and there are no further adjustments to prior period headline profit beyond those reported in the preliminary unaudited financial statements published on 30 September 2020. An additional non-cash, non-headline prior year adjustment of £2.8m relating to 2017 and prior periods is reported” – and the shares, already up from below 30p in April, are currently at 80p, approaching 40% higher. Hmmm…

Two weeks ago Remote Monitored Systems (RMS) shares traded at 2.65p giving the company a market cap of £40 million. I warned you then in this column and have since been double vindicated. The shares are 2.25p now but that is still far too high…

Actual Experience (ACT) is “delighted to announce” a three-year framework agreement with “an American based multinational computer technology company” for its new Human Experience Management offerings… and the shares have currently responded towards 120p, more than 5% further higher…

I forgot to say that day 7 of Joshua’s Advent calendar sees Mary & Joseph arrive in Bethlehem where there is no room at the inn. I then express frustrations with builders.  In the actual podcast I look at why I disagree with Margaret Hodge MP with whom I share a virtual platform shortly on anonymity on the internet, Ariana (AAU) where I am, of course, a loyal shareholder, Telit (TCM), and Coral Products (CRU).

Cracking news this morning from AIM-listed Ariana Resources (AAU): the deal has finally been done to bring Ozaltin into the joint venture with Proccea and Ariana, subject to shareholder approvals at Ariana’s end and Turkish regulatory approvals. It has taken a fair old while, not helped by restrictions brought in as a result of Covid-19 but we are almost there now.

Hello, Share Shooters. Most of those Covid bandwagon jumpers could possibly see dips in share prices now that vaccines are on the way. So how will Creightons (CRL) fare in the virus’s dying days? Well, I expect to see the share price rise. And here’s why…

Standard-listed Australian Canadian gold explorer Panther Metals (PALM) – chaired by Kerim Sener of AIM-listed Ariana Resources (AAU) – has announced another small fundraise, this time £300,000 worth of new shares at 10p a pop to give the company funding “well into 2021” as it progresses its portfolio of gold assets.

I start with today’s Advent window and then turn to the issue of last minute talks with the EU regarding Brexit. As the grandson of a Bennite campaigner against the EU, I will have no Islington based fucktard lecture me about why I voted to leave. But I discuss the dire warnings in today’s papers about what may lie ahead. I also look at Novacyt (NCYT) and the pointlessness of debating with those whose starting point is not listening to what I have ever said, or reading what I have ever written, and then attacking me for what I have not said!

I waffled on a few weeks back about how the UK power grid was in long term trouble, with further problems as Boris pushed for more wind power and electric vehicle use. I questioned what would happen when the wind did not blow. Looks like we are now pushing that concern far harder, far sooner than I expected. With the UK demand sat at 40.3 GW as I type, the supply from wind is only 290MW. That is practically nothing, at less than 1% of demand.