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Tom Winnifrith Bearcast No 2: this strategic review could be amazingly good news
I start with tomorrow's encounter with the Shipmans then it is Kefi Gold & Copper (KEFI), Optibiotx (OPTI), Alba Minerals (ALBA). Westminster Group (WSG), Tek Capital (TEK) and Microsalt (SALT)- By Tom Winnifrith |
- 6 hours ago |
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Aptamer – “pleased to report that the sustained focus of our commercial team continues to bear fruit”. Er, does it?…
‘Affinity binders for life sciences innovation’ group Aptamer (APTA) has issued a “Commercial Trading Update”-titled announcement (er, as opposed to a non-commercial trading update?) which includes stating “following the fundraise in August… pleased to report that the sustained focus of our commercial team continues to bear fruit”. How materially so, with the shares currently up over 4.5% to 0.23p in response?- By Steve Moore |
- 6 hours ago |
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Westminster: classic bullshit from loathsome ex Tory MP and penny share spiv Tony Baldry
I shall cover the full year numbers from Westminster Group (WSG) in bearcast later but suffice to say that the curse of disgraced former Tory MP Sir Tony Baldry of the fraud 3DM infamy has struck again and they are shite. The wording also shows slippery Tone at his worst.- By Tom Winnifrith, the Sheriff of AIM |
- 7 hours ago |
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Microlise – “confident that no customer systems data has been compromised”, but employee data?…
Microlise Group (SAAS) has issued an “Update on Cyber Security Incident” announcement including that it “is confident that no customer systems data has been compromised” and “remains of the view that this incident will not have a material adverse impact on its forecasts or financial position”. What of a share price response currently up to 113.5p?- By Steve Moore |
- 7 hours ago |
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A disgraced and failed fund manager on Trump's win and China
No not me silly, it is shamed Neil Woodford. The great man opines...- By Tom Winnifrith |
- 9 hours ago |
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Solid State – argues “trading in-line with market expectations for the full year”, but how much really so?…
Supplier of components, assemblies and manufactured systems for use in critical applications, Solid State plc (SOLI) has issued a “trading update” commencing that it is “pleased to report that the group is trading in-line with market expectations for the full year” and including that there has been “significant improvement in order intake in the most recent months, combined with the opportunities in security and defence”. So why a share price currently down more than 10% in response to 220p?- By Steve Moore |
- 9 hours ago |
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BREAKING: Optibiotix, O’Hara resurfaces!
Well this is good news. More in hope that expectation I texted him asking when the launch in India of the Dr Morepen jv was due. This is the deal that is planned to deliver GP of £5-6 million a year to Optibiotix (OPTI) within five years.- By Tom Winnifrith |
- 11 hours ago |
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Surface Transforms – “Directorate Change”, why ANOTHER share price slump?…
There’s a “Directorate Change”-titled announcement today from automotive brake discs manufacturer Surface Transforms (SCE) and the shares are currently 28% lower at 0.18p. So what’s the news?- By Steve Moore |
- 13 hours ago |
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Georgina Energy: Lyin’ Yet again
How do you know if someone from Georgina Energy (GEX) is lying yet again? By seeing if his lips are moving!- By Tom Winnifrith |
- 13 hours ago |
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Tom Winnifrith Bearcast No 1: GroupThink, Donald Trump and Kefi
What shakes the certainty of hard analysis? I discuss with reference to the US Election, the result of which was called brilliantly by yours truly, and Kefi Gold & Copper (KEFI) where I am also sure that the shares will fly as I discuss today's news from Tulu Kapi.- By Tom Winnifrith |
- 14 hours ago |
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Distil – interims, was recent discounted equity raise to “provide working capital”?…
Writing on alcohol drinks brands company Distil (DIS) in September I wrote ‘discounted equity raise to “provide working capital”. Er, it means to keep the lights on for a bit longer?’. What of now the results for the company’s half-year ended 30th September 2024?
- By Steve Moore |
- 1 day ago |
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Amaroq Minerals – 2024 exploration update, this winning 73p offer price tip still a Buy
Amaroq Minerals (AMRQ) has emphasised “Successful Completion of 2024 Exploration Field Season” having completed exploration across nine licences with 8,601 metres of core drilling and noting key advancements across its gold and strategic mineral projects and these also highlighting opportunities ahead from its substantial land package across Southern Greenland. What about this from our 73p offer price tip?- By HotStockRockets |
- 1 day ago |
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Itaconix – “pleased to provide” trading update, but how ‘pleasing’ is it really?…
Describing itself as “a leading innovator in plant-based specialty polymers used to decarbonise everyday consumer products”, Itaconix (ITX) has issued a “trading update” emphasising that “revenues are tracking towards the upper end of its previous revenue guidance ($6.0 to $6.5 million) and gross profit margins for the full year are expected to be in line with previous guidance (at circa. 36%)” as well as that its major investments “are starting to pay off with the types of customers and revenues that we want to reach profitability and become a large, highly-attractive specialty ingredients company”. So what of a current share price response up to 145p?- By Steve Moore |
- 1 day ago |
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Tom Winnifrith Bearcast: Define imminent
I start with the election and what it means short and medium term for gold, shares and the dollar. I outline three scenarios for each. Then it is Probiotix (PBX), Amaroq (AMRQ), Predator (PRD) and wider corporate issues on veracity and finally Argo Blockchain (ARB)- By Tom Winnifrith |
- 1 day ago |
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Aferian – emphasises trading improvement and “well-positioned”, but how much so really?…
Albeit having slumped from as recently as earlier this year above 12p, shares in B2B video streaming technology company Aferian (AFRN) have currently approximately doubled to around 6.5p today on the back of a “trading statement” including that consumer demand for video streaming experience improvements has helped expected second half of its year revenue to approximately 20% higher than in the first half and, together with cost reduction actions taken, that second half adjusted EBITDA is expected to be “approximately $2 million”. How good is this news?- By Steve Moore |
- 1 day ago |
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EnSilica – full-year results argue “from both a financial and operational perspective… remains well positioned”. Er, does it?!…
With its results scheduled for today, I recently suggested why EnSilica (ENSI) may be ‘pleased to announce’ a new debt facility. Describing itself as “a leading chip maker of mixed signal Application Specific Integrated Circuits”, the company today headlines the announcement of the results for its year ended 31st May 2024 with “Ongoing contract momentum underpins significant demand for EnSilica's services. New contracts signed with a lifetime expected value of $65m post year end”. So why currently an approaching 7% lower share price response to back below 50p?
- By Steve Moore |
- 2 days ago |
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Victoria now just 93p, target remains 0p: a 20 red flag check list
Shares in Victoria (VCP) were almost £12 less than four years ago. They are now just 93p, a market cap of £106 million. As a perma bear I stand vindicated but I should say that my target price remains 0p, this is still a stonking short. The list of red flags is very long and worth remembering as a read across to other stocks- By Tom Winnifrith |
- 2 days ago |
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Gary Newman warns placing ahoy at Energypathways
In an attempt to treat a severe case of #TrumpDerangementSyndrome Gary Newman has fled civilization and is now camped out by a lake in Hungary in search of fish. But he has managed to go online to warn me of what he thinks is a spooftastic share price action at energy transition company EnergyPathways (EPP).- By Tom Winnifrith |
- 2 days ago |
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Tom Winnifrith bonus bearcast: serial deceit and lying at Predator as it places
I start with a short vignette about Dixville Notch in New Hampshire. It is just so nerdishly quirky. Then this podcast is about Predator Oil and Gas (PRD). Gotcha! As predicted, a placing yesterday afternoon but also a bucket full of more lying. In a properly regulated market Predator would not exist.- By Tom Winnifrith |
- 2 days ago |
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Empresaria – states a disposal as part of “previously announced plan”, but how useful?
International staffing group Empresaria (EMR) has announced a disposal as part of its “announced plan to exit four of our smaller operations in markets or sub-sectors where we do not plan to invest”. What about this from a current 26.5p share price?- By Steve Moore |
- 2 days ago |