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Windar Photonics – what’s the “proposed placing” really mainly for?…
A “New Order, Trading Update and Proposed Placing”-titled announcement from LiDAR wind sensor and software company Windar Photonics (WPHO) today with CEO Jorgen Korsgaard Jensen emphasising “this new order also makes history for the company as it records its first revenue stream from software sales… look forward to continued progress as we seek to expand our offering further by selling not only upfront software licenses but also additional performance software-related improvement services”. So what of the shares currently at 34p in response?- By Steve Moore |
- 8 April 2024, 11:28 |
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Oi Monkey, Invinity statement needed, your six weeks are up
The bear case, as pushed by Evil Banksta, is that Invinity Energy Systems (IES) has a very full valuation even at 22.5p and that it will run out of cash by July so will have to do a placing, probably at a discount soon. The bull case is that if one makes long term extrapolations then on a DCF basis a market cap of £43 million is a bargain and that a strategic investor will bail Invinity out at a premium. I bring you two statements made by the company:- By Tom Winnifrith |
- 8 April 2024, 10:48 |
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Ben’s Creek: the Fat Lady is now gargling
Ben’s Creek (BEN) is – as I have warned for so long - a company that was always going to go bust. Now it seems that the Fat Lady is gargling.Ben’s has sent an additional shipment of 20,000 tons of “off spec” i.e. sub standard coal to its 29.9% shareholder Avani selling it at just $60 a ton, as opposed to the normal coal price of $195. Avani has paid a Bernie up front and the remaining $200,000 will be paid on delivery. This is not a commercial deal it is just a way of staying afloat for a few days longer. Indeed Ben’s admits its fecked.
- By Tom Winnifrith |
- 8 April 2024, 10:03 |
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WOW and Kefi you really are a twit
Almost every day someone describing themselves as WOW, a reader of this website, sends me an hostile or demanding email about Kefi Gold & Copper (KEFI). I now put them in spam but I bring you an idea of the tone with today’s missive.- By Tom Winnifrith |
- 8 April 2024, 09:03 |
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Gender diversity boosts financial performance: the GroupThink lie that hurts us all.
It is seen as a given by the political, media and corporate elites.. Diversity boosts financial returns so is not only desirable but is a moral imperative. But, as I have noted many times, the data does not back this up. Before Christmas BlackRock released a report again pushing this line with the FT and City AM rushing to push the report and its conclusion. Nobody challenges the GroupThink on diversity lest they be accused of being sexist, racist, homophobic or all three. But that BlackRock report was utterly flawed as is demonstrated below.- By Tom Winnifrith |
- 7 April 2024, 19:13 |
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Tom Winifrith Bearcast: Malcolm is 'avin' a Turkish if he thinks Lloyds is worth a quid
I disagree with Malcolm Stacey on buying shares in Lloyds Bank (LLOY) and explain why.- By Tom Winnifrith |
- 7 April 2024, 14:37 |
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Sunday Long Reads: Farming Carauba, Woke Meltdown, Killer Culverts, Fighting the Metric System, Guinness World Records
Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?
- By Darren Atwater |
- 7 April 2024, 12:17 |
Visual Aid: Top Emerging Markets for Investment in 2024
In this graphic, we illustrate the top 10 emerging markets according to their foreign direct investment momentum in 2024.
- By Darren Atwater |
- 7 April 2024, 12:03 |
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Gold Stocks – My Take On Why They’ve Still Got A Long Way To Go
Tom Winnifrith discussed why Gold stocks are not even higher in yesterday’s Bearcast and set some possible price targets. I thought I would do the same, from my perspective as a Gold-loon. We have differing portfolios, but some shares are the same – time will tell who might be right!- By Nigel Somerville |
- 7 April 2024, 12:01 |
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The ShareProphets Sunday Pub Quiz #235 - a special 11
It's time for the ShareProphets Sunday Pub Quiz.. Last week, due to an accounting error, there were only nine questions instead of the usual ten. So there are eleven this week. There are still no prizes! And remember, no Googling!
- By Darren Atwater |
- 7 April 2024, 11:51 |
Notes from Underground – Most read articles for the week ending 6 April
Here are the most read articles and the most listened-to Bearcasts over the past seven days. The most read non-Tom article last week is Nigel Somerville with The View From The Montana Log-Cabin As Gold Tries And Fails To Push Further Higher at No 12 or No 20 including Bearcasts.
- By Darren Atwater |
- 7 April 2024, 11:50 |
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Tom Winnifrith Bearcast: why are gold stocks we all own not even higher? Setting targets for a few I do own
My gold portfolio is doing well but remembering the last bull market should it not be doing even better. I discuss that and set a few targets for when I will be selling shares like Centamin (CEY), Ariana (AAU) and Amaroq (AMRQ) which, together with Jubilee Metals (JLP) are my biggest mining holdings.- By Tom Winnifrith |
- 6 April 2024, 19:54 |
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Atalaya Mining - £4 Short-Term Tip Target Achieved: What To Do Now?
Back on 3rd December, a Sunday, I suggested that AIM-listed Atalaya Mining (ATYM) was worth a flutter for a re-rate to come. The shares had closed the previous Friday at 327p and opened on the Monday at 332p. My thinking was that with the company planning to move to the main market and changing its domicile as part of the process, allowing trackers to take a position as it surely headed for the FTSE250, it would create additional buying pressure which would move the shares northwards.- By Nigel Somerville |
- 6 April 2024, 19:26 |
A new alternative Bearcast link for those having problems
Some Bearcast listeners – like me – are still having trouble getting new Bearcasts with the Apple Podcast player on iPhones and computers. This is some sort of Apple issue – the secret Bearcast feed works fine for everyone else. So I have created a temporary workaround until Apple pulls its finger out of its ear.
- By Darren Atwater |
- 6 April 2024, 17:49 |
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Belluscura – do I want to bet against Mr. Magic?
Betting against Britain’s Buffett Nigel Wray and the great Adam Reynolds of keyboard infamy by shorting Belluscura (BELL) has been a profitable trade and you can thank me all for your vast profits by bringing a gift of a bottle of Metaxa to Sharestock. But now John Gunn has entered the scene. No not the John Gunn of Inspirit (INSP), but John Humphrey Gunn, a man known in the 1980s as Mr Magic.- By Tom Winnifrith |
- 6 April 2024, 11:06 |
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Brand Architekts – interims, a significant discount to net assets Buy
Beauty and personal care group Brand Architekts (BAR) has announced results for its half-year ended 31st December 2023 emphasising a strategy of deliberate brand rationalisation, portfolio focus and rigorous cost control against the backdrop of a challenging market. How is that trade-off from a current 22p offer price for the shares, just over £6 million market cap?- By HotStockRockets |
- 6 April 2024, 10:51 |
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The View From The Montana Log-Cabin: “The (Gold) Bull Market Is Here, People – It’s Time To Make Money”
After another strong week, Gold closed at yet another record high – now $2,330, well up on last week’s $2,233. Silver smashed through strong resistance at $26 (now $27.44) and, as can be seen on the chart below of Gold vs the mining ETFs GDX (majors), GDXJ (juniors) and GOEX (explorers), they too had another good week and my Gold mining portfolio is looking far healthier than it has for a long time. That, after a week during which the US reported far stronger jobs than expected and US Treasury yields headed north (which should have stalled things somewhat), suggesting that precious metals have, for now, decoupled from everything else.- By Nigel Somerville |
- 6 April 2024, 10:48 |
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Amaroq Minerals – first underground mining blast at Nalunaq, with further upcoming catalysts. Value BUY, More than 50% upside
Amaroq Minerals (AMRQ) has announced that a successful first underground mining blast at Nalunaq has been initiated, emphasising this a “key step towards full commissioning of the Nalunaq mine”. This is just the start and we believe that further operational progress will drive a re-rate as this is, at a current 76.2p share price, £249 million ($315 million) market capitalisation, a value buy.- By Tom Winnifrith & Steve Moore |
- 6 April 2024, 10:46 |
Looking Hard at Probably the most Traded Share in Blighty - and Asking Why?
Hello Share Bashers. Week after week, the most traded share in Blighty is the Black Horse Bank. That deserves an examination by this most respected of financial websites. One explanation of the usual trading frenzy is the negligible spread. And that’s because - and how’s this for a circular argument - the shares are traded a lot. But there’s another reason. Most analysts reckon that at just over 50p the shares are a bargain. But not all do, which is why it’s worth probing again what the arguments are.
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RUA Life Sciences – “Business Update” emphasise its “resilience and adeptness”, but is it just more ‘jam tomorrow’?
Medical device business focused on “the world's leading long-term implantable biostable polymer (Elast-Eon)”, RUA Life Sciences (RUA) has issued a “Business Update” announcement “since the successful fundraise in December 2023” and what of the shares currently more than 9% higher to 12p in response?- By Steve Moore |
- 5 April 2024, 16:29 |