Hello Share Crumplers. There is real anxiety in the business world about cybersecurity. Especially as the company which owns British Airways has been fined a staggering £183 million over hackers raiding its files. That seems to be a bit unfair, as these varlets seem to be one step ahead these days. It’s because of a change of law which has turned small fines for this kind of thing into huge ones.

A “Q2 2019 Operational Update” from KEFI Minerals (KEFI) includes on its key Tulu Kapi gold project in Ethiopia that recent incidents have “necessitated the activation of strong measures and checks at site before commencement of resettlement activities along with the commissioning of an updated independent security report prior to the equity closing and then the triggering of community resettlement” but also “KEFI remains confident that the evaluation will not have changed from similar previous independent assessments and that the project equity closings can complete this quarter and the overall project timeline will remain unaffected”…

What the hell is happening at Berekely Energia (BKY)? A “Strategy and Management Changes” announcement from Berkeley sees the shares currently slightly lower below 19p, albeit still up from sub 10p at the beginning of this year…

If legal action is being taken against a listed company you would expect that it would inform shareholders to be informed immediately, so I was more than a little surprised that it took Nu-Oil and Gas (NUOG) more than two weeks to inform the markets of a claim against it.

I reflect on a week of triumphs with regard to lawyer's letters, Anglo African Oil & Gas (AAOG) and TrakM8 (TRAK) and revisit St James House run by Lord Razzall and its quite utterly ludicrous accounts which need major restatements.

Is there anything better than sitting back and reading a well-written article on a lazy Sunday? Every week ShareProphets features some long form journalism that you'll find of interest. Grab your cuppa and enjoy these five articles.   

Today happens to be one of my favourite Sunday's of the whole year with the twin pleasures of flicking between watching the British Grand Prix and the Tour de France on TV awaiting this afternoon.  However it is always correct to put duty before pleasure, first a few investment related thoughts on another Sunday occupation for many people out there: the visit to a DIY store. 

Having spent the week in Canada, I was tempted to put up another Visual Capitalist chart about Cannabis, but the latest one was clearly sponsored and had a logo all over it. We at ShareProphets are purer than that.

I am worried that Premier Technical Services Group (PTSG) may have accidentally failed to make appropriate disclosures regarding a very material related party transaction involving Paul Teasdale, the CEO and a monster annual dividend he seems to have been receiving from one of the subsidiaries. 

Big Sofa Technologies (BST) has updated investors with news including that it “announces H1 revenues of £1.1 million as the business gathers momentum and delivers revenue growth of more than 70% over the same period last year”, “this progress has been achieved on a materially lower cost base compared to 2018” and “we now enter the second half of the year with confidence and momentum… fully expect to deepen the Ipsos relationship further whilst securing new revenue streams with strategic client wins”. Sounds good, but haven’t we already heard this quite recently?...

The one technical analyst rated by ShareProphets, Jordan Roy-Byrne of thedailygold.com, is very bullish on Gold. That may not be a surprise – there aren’t many goldbugs who have been anything but right through the last few years of purgatory. But Roy-Byrne is different: he has been a miserable so-and-so until very recently. Now it seems that he is very excited about what is to come. More importantly, his calls seem to have been on the money.

Adding to my joy it is off to the mother-in-law's for her Birthday. One lawyer's letter was on behalf of Julie Meyer. I have reported Ms Lingerie on expenses and her lawyer to the North Wales Police in response to the letter you can see here. The other was from Stifel Europe. I discuss Stifel's letter concerning Yourgene (YGEN), Stifel's dire coverage of Woodford Patient Capital Trust (WPCT) and then how Sir Douglas Flint  of IP Group (IPO) - a big short - has come out to bat for Neil. Extraordinary.

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

The lawyer in question is an avid reader of ShareProphets so he and his client will have been fully aware as to my location on Thursday afternoon when they sent his latest missive. I asked you to guess who could be so utterly morally bankrupt as to behave in this way. 45% of you guessed correctly HERE. 

This morning’s figures from Morningstar show that Neil Woodford’s Income Focus Fund had a good day yesterday as NAV per unit moved up by 0.95%. With the fund previously sitting at £286.6 million that should have moved it up to £289.3 million but redemptions trimmed the increase to £288.8 million: another half a Bernie out of the door, then.

Hello Share Chewers. As its the non-trading weekend, let’s take the opportunity of searching the pros and cons of investing in companies with high dividends. As poor interest rates continue to rule, does it not make more sense to buy shares for the yield than to hold loads of cash in the building society?

In today's podcast I cover Dev Clever (DEV), Yourgene (YGEN), Anglo African Oil & Gas (AAOG), Grand Vision Media (GVMH), Thomas Cook (TCG) and the bastard who sent me a lawyers letter as I carried my Uncle's Coffin.

Previously writing on technical fluid power products supplier Flowtech Fluidpower (FLO), in October I concluded with the shares just below 120p that earnings forecasts suggest value but I’d want further evidence of delivery amidst the now prevailing “steadier” market conditions - particularly ability in terms of net cash generation. Today a half-year trading update…

From automotive retailer Pendragon (PDG) last month, it was “Outcome of Financial & Operational Review”… as suggested, it ain’t positive!. Today a half-year trading update from peer Lookers (LOOK)…

Undoubtedly you have read in the press that embattled retailer Marks & Spencer (MKS) has just lost its fourth clothing chief in a decade. Apparently it is something to do with a lack of skinny jeans availability. Whatever...but it goes to show that M&S is still struggling to find its place in the modern day clothing retail market. Perhaps even more intriguingly Jill McDonald is going to be temporarily replaced by Steve Rowe, the current CEO of M&S...and ex-head of clothing. I cannot remember it doing that much better under his tenure...