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Latest News

LGEN

The Legal Eagle Lands on Its Feet Again. And Things could Get Even Better

Hello, Share Troopers. My favourite insurance investment is doing well. Its 12-month operating profit has risen by 12% to £2.1 billion...

ITX

Itaconix – Woodford pick with “New Collaboration in Biodegradable Packaging”… so its potential financial impact?...

Itaconix (ITX) “is pleased to announce… an important step for us to assess the commercial potential of our initial BIO*Asterix™ additives” – and the “New Collaboration in Biodegradable Packaging” titled-RNS has currently helped the shares to 1.70p, approaching 10% higher on the day…

Bearcast
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Tom Winnifrith Bearcast: Don't argue with Chris "3 Brains" Bailey but I think Malcolm Stacey is badly wrong on Rightmove

In today's podcast I look at Intu (INTU), Rightmove (RMV), Purplebricks (PURP), Iconic labs (ICON) and Nanoco (NANO).

Dead-Donkey
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COVID 19: Lessons from 1918 for 2020

In early 1918 in Haskell County, Kansas, a country doctor named Dr Loring Miner reported to the US Public Health Service that he thought he had found a new kind of flu. It appeared to attack young healthy males and could kill in three days. Initially nobody took much notice but based in Kansas was one of the largest recruiting and training stations for troops headed to the Western front: Fort Riley.

PHD

Proactis – formal sale process ended due to encouraging new strategy? Or…

Previously writing on Proactis Holdings (PHD), last month with the shares at 48p I concluded that a shareholding here at this juncture still looks more like gambling than investment to me. Today “Conclusion of Formal Sales Process”

VOG
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Victoria Oil and Gas – A car crash already but set to get massively worse - SELL

Victoria Oil and Gas (VOG) has had a rather turbulent recent few years, with changes of management combining with very material changes to the operating business. The company raised $17 million gross in April last year to refinance the business and set it on a positive route forward with a re-freshed board. It appears to me this was good money thrown after bad. I see little to like in this investment case.

Newsboy
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After a lengthy period of just being an uninvestable dog, the endgame starts at Intu...

Let us get the positive couple of comments out of the way first, before we do a little analytical dance on the ongoing doom at retail property company Intu (INTU). I was really pleased with the style and form of the trading update comments from both packing company DS Smith (SMDS) and recycling name Biffa (BIFF) today. I have written about both before - most recently here and here - and if you are thinking there is nothing to buy in the FTSE-350 at this moment in time...then I would suggest you look at both names…

FIN
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Finablr – the car-crash continues at Red Flag Central and still no word on Dr Shetty and his mates. SELL!!

Having first landed on fully-listed Finablr at the back end of January when I asked if it was a house of cards at 95p, I have been supping at the ouzo ever since – and the shares are down again today to just 46.75p last seen. But the stock remains a slam-dunk sell – especially in the light of what has happened at fellow Shetty-inspired vehicle NMC Health (NMC). And then there is the cyber-attack at its Travelex operation….and coronavirus…..and the continued silence from the company.

RGM
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KERBOOM: Regency Mines – When does rollocks descend into farce?

Regency Mines (RGM) updated the market on its “Flexible grid solutions” project at Southport yesterday, with confirmation a G99 application had been made to the local electrical network operator. Whoppy do…but so what? This is just RNS rollocks for the sake of it in my view.

SXX
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Has ShareSoc supremo Cliff Weight gone full crony capitalist – ref Sirius Minerals

Last night, as we reported at the time HERE, shareholders in Sirius Minerals (SXX) gave an almighty feck you to folks like the ShareSoc suits and pompous Crispin Odey and backed the 5.5p per share bid from Anglo American. Before the meeting ShareSoc’s Cliff Weight was on twitter and going full on crony capitalist.

MTRO

February performance update: start of 2020 top shorted London-listed shares

Early this year we showed the top shorted London-listed shares at the start of 2020. How's the performance as at the end of February? (those in bold remain from 2019)...

Malcolm

SARS, Swine Flu and Bird Flu Hardly Touched Shares Making an Intriguing Ploy for Share Shifters

Hello Share Nudgers. As few of us are interested in the progress of individual companies due to the unusual circumstances, I venture a proposition. That we are now experiencing a buying opportunity. Let’s look at the immediate history of the effects of the virus on share prices...

SXX
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BREAKING: Feck you discredited ShareSoc, Feck You pompous Crispin Odey – Sirius shareholders back Anglo bid

The counting of the votes went on late into the night but the numbers are out and Sirius Minerals (SXX) will now be taken over at 5.5p per share in a rescue bid by Anglo American (AAL). The vote came in two parts…

MSYS

Microsaic Systems – I wonder why it’s “pleased to announce” a new broker appointment “with immediate effect”...

Microsaic Systems (MSYS) “is pleased to announce the appointment of WH Ireland Limited as Joint Broker with immediate effect, alongside N+1Singer as Nominated Adviser and Joint Broker”. Hmmm – I wonder why?...

Bearcast
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Tom Winnifrith Bearcast: reflecting on who Coronavirus will kill should I buy Dignity shares?

In today's podcast I start with an apology to Mitch Tarr for perhaps marginally misquoting him. But that turns into a demand that for all sorts of reasons BigDish (DISH) fires its chairman Jonathan Morley-Kirk, who should be in prison. Then I look at Coronavirus and Dignity (DTY) following a discussion with my GP sister. Then it is onto Sirius Minerals (SXX) and finally to why Brexit "bad boy" Arron Banks is a hero both for dealing with the ghastly Carole Cadwalladr and for his actions at Iofina (IOF) which I support for reasons I explain in great detail.

BOKU

Boku – argues “confident of meeting market expectations”… but you’d certainly hope so…

Having been heading back up, towards 100p, in early January, shares in Boku Inc (BOKU) recently fell below 60p but are currently back on the rise today on the back of an update including on Coronavirus impact on trading; “the recent growth we have seen in those countries that are most affected has been higher than in those where the virus has had a more limited impact so far”

NTOG
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Congratulations Flip Flop: Ben Turney triumphs at Nostra Terra

Don’t get me wrong, I think that Nostra Terra Oil & Gas (NTOG) is a basket case but at least flip flip Ben Turney has engineered a boardroom revolution which gives it a slim chance of not going bust. Well done to Ben who, you may remember, discussed Nostra Terra in a recent ShareProphets Radio free podcast HERE.

BMS

Braemar Shipping Services – in line with market expectations… or not?...

Shares in Braemar Shipping Services (BMS) had fallen from more than 220p in January to last close below 140p. Today a “Pre-Close Trading Update” including “trading results for the second half of the year are anticipated to be approximately in line with market expectations*”… and the shares currently further lower towards 130p…

TERN
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Tern – portfolio sale, but don’t get too excited as Warren Buffett doesn’t come to town!

AIM-listed jam-tomorrow IoT investment company Tern plc (TERN) has announced the sale of one of its investees, Seal Software. This is good news, and well done Tern…..but I wouldn’t get too excited if I were a shareholder, especially as this morning’s release is classed as the equivalent of an RNS Reach – in other words a marketing release...

Newsboy
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Busy but not super-compelled: Aggreko, Ibstock, Ashtead and Robert Walters

There is so much going on that I really do not know where to start – though, to be honest, it is more quantity than quality…

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