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EPIC code: SCE

Surface Transforms – interims, “significantly behind plan” and having to ‘evaluate all available cash options’ AGAIN!

By Steve Moore | Monday 30 September 2024

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.

Previously writing on specialist automotive brake discs company Surface Transforms (SCE), in July with the shares up towards 2p I concluded ‘latest announcement detail suggests to me that risk is high – and follows I previously noting, with operational non-delivery, after arguing sufficient funding on a fundraising last year, less than six months later it was a further equity raise which it states was ‘needed’. That raised a gross £9.5 million and with it already “cash as at 30 June 2024 was £5.0m” and the amount of shares ‘confetti’ already in issue meaning a market cap of approx. £25 million, still currently avoid/sell’. The shares most recently closed at 1.45p… and now half-year results, and what about a currently crashing below 0.50p share price?

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Market News

TIFS
TI Fluid Systems (#TIFS) – recommended 200p per share offer
 29 November 2024, 07:59
RGT
Argent Biopharma (#RGT) – GOTCHA!, “intention to delist from the London Stock Exchange”
 29 November 2024, 07:57
BMN
Bushveld Minerals (#BMN) – not received amount due from Vanchem, the Business Rescue Practitioners “in discussions… including taking legal advice”
 29 November 2024, 07:57
IES
Invinity Energy Systems (#IES) – appointment of Adam Howard as CFO, good luck chap!
 29 November 2024, 07:56
MCB
McBride (#MCB) – banking facilities refinancing noting improved terms and conditions and extended maturity
 29 November 2024, 07:55
RSG
Resolute Mining (#RSG) – second settlement payment under ‘Protocol’, “discussions with the Government of Mali are ongoing to clarify points of the protocol”
 29 November 2024, 07:43
PEEL
#PEEL Hunt – H1 return to profit, though notes “sentiment in the UK has dipped following the Budget and increased concerns around global trade”
 29 November 2024, 07:40
APTA
Aptamer (#APTA) – “AGM Statement”, attempted ramptastic with no bottom-line or cash specifics
 29 November 2024, 07:36
CFYN
Caffyns (#CFYN) – H1 adj. EPS up to 12.2p, DPS maintained at 5p, notes supply concerns due to Government-mandated zero-emission cars targets
 29 November 2024, 07:33
NTBR
Northern Bear (#NTBR) – H1 EPS up to 8.4p, considers “potential in the second half to trade ahead of strong prior year results and market expectations”
 29 November 2024, 07:28

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SBTX

SkinBioTherapeutics – “finalisation of commercial agreement with Croda” to further spark the shares, Buy

Friday »

NWOR

National World – considers possible offer proposal has “potential merits”, BUT…

 

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NTOG

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SYME

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COA

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WEB

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LFT

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WEB

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LTG

Learning Technologies (#LTG) – Takeover Panel extension to 6th December as discussions with General Atlantic “are advanced but remain ongoing”

 

TIFS

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TAVI

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LPA

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RTC

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GAW

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DFS

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MBH

Michelmersh Brick (#MBH) – trading “benefiting from the quality of the order book”, “in line with market expectations”

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Bearcast

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TFW

FW Thorpe – expects results “marginally ahead of last year”, but is such trading sufficient for the valuation?

 

ECOB

Eco Buildings Group – letter of Intent for potential significant new contract, risk/reward Strong Buy

 

AAU

Ariana Resources – “Zenit Portfolio Operations Update”, the “portfolio” to expand?

 

JD

JD Sports Fashion – emphasises “well positioned for peak season”… but even with that only expects ‘lower end of guidance range’!

 

Clown

#Gowokegobroke: Jaguar and its new advert

 

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SDY

Speedy Hire – interims, “the board anticipates the group meeting its full year expectations”. Really?…

 

CEL

Celadon Pharmaceuticals: FFS just come clean, when’s the massively discounted placing?

 

SYME

BREAKING: Supply@Me Capital – Alessandro Zamboni in default on yet another 7 figure financing commitment

 

Chocolate-Teapot

FCA consultation on extending time firms have to respond to non-discretionary commission motor finance complaints

 

FRAS

Frasers (#FRAS) – open letter including noting its further requisition to seek to remove Executive Chairman Mahmud Kamani as director of boohoo (#BOO)

 

RSG

Resolute Mining (#RSG) – CEO Terence Holohan and the two other employees released in Mali and have departed the country

 

CHRT

Cohort (#CHRT) – agreement to acquire naval satellite communications business EM Solutions for c.£75m enterprise value, £40m placing and up to £1m “retail offer”

 

LIO

Liontrust (#LIO) – H1 adj. EPS down to 30.3p, DPS maintained at 22p, notes market challenges but argues moving into a more positive environment

 

CMCX

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SDY

Speedy Hire (#SDY) – H1 swing to loss, argues “consistent with prior years… expects a strong second half weighting”

 

BREE

Breedon (#BREE) – four months to 31st October LFL revenue -1%, FY expectations unchanged

 

PZC

PZ Cussons (#PZC) – trading “in line with expectations”, progressing with sale of St. Tropez brand and discussions on African business

 

JD

JD Sports Fashion (#JD.) – Q3 update, “now anticipate full year profit to be at the lower end of our guidance range”

Wednesday »

VLX

Volex – interims, confidence in meeting outlook targets and a possible offer for TT Electronics?

 

CRPR

James Cropper – I having previously questioned it “repositioned for growth”, a half-year results profit (lack of) warning…

 

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A failed fund manager writes about lies (is that his specialist subject?)

 

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Tom Winnifrith Bearcast: Under what circumstances do I give up on Optibiotix and switch into Skins?

 

CHH

Churchill China – as I warned the half-year results suggested, a profit warning (and it’s ‘material’)

 

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EXPOSE: Technology Minerals: Breaking listing rules yet again, something it is not saying!!

 

PRD

Predator Oil & Gas, the apparently missing NED and the jumping rats

 

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PPS

Proton Motor Power Systems – states to “orderly wind down” the business, but how “orderly”?…

 

BMN

BREAKING: Bushveld Minerals, sack the board GM called, too little too late

 

PPS

Proton Motor Power Systems (#PPS) – to wind down the business and proposed AIM cancellation

 

HUM

Hummingbird Resources (#HUM) – states “continues to engage constructively with the Coris Parties and their advisers to finalise the subscription agreement”

 

EQLS

Equals (#EQLS) – Takeover Panel extension to 11th December for consortium to conclude negotiations of arrangements between its members

 

ARB

Argo Blockchain (#ARB) – Q3 net loss $6.3m, still vast debt against gross cash of $2.5m

 

CHH

Churchill China (#CHH) – “not seen the normal seasonal uplift”, expects FY profit “materially below market expectations”

 

FRP

#FRP Advisory – notes H1 “continued growth in revenues and profits”, “confident of achieving full year expectations”

 

RNO

Renold (#RNO) – H1 adj. EPS up to 4.2p, “confident of delivering underlying full year results in line with market expectations”

 

COA

Coats (#COA) – four months “sales growth improved to 11%”, expects FY “in line with market expectations”

 

HILS

Hill & Smith (#HILS) – four months adj. organic revenue +2%, states “in line with current analyst consensus”

 

ROR

Rotork (#ROR) – four months organic constant currency order intake +8% YoY, “in line with management expectations”

Tuesday »

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AMRQ

Amaroq Minerals – Q3 results and key agreements for upcoming gold production, an upcoming catalysts Buy

 

CLX

Calnex Solutions – interims, how confident to be of “expects to close the year in line with current market expectations”?…

 

CML

CML Microsystems – interims, is it really ‘progress showcasing the resilience and adaptability of the business model’?

 

ELEG

Electric Guitar – another bum note

 

Gold

Video: Buying Gold Miners, Cheap Compared to Gold Itself

 

UKOG

UK Oil & Gas: more worthless confetti vicar?

 

Bearcast

Tom Winnifrith bonus bearcast: ye or me or that idiot Magna Carta of little faith, Eco Buildings and Skinbiotherapeutics

 

FAB

Fusion Antibodies – interims argue “now well positioned”, but is it really?…

 

Clown

Is China fraud specialist Paul Shackleton doing a bit of a Rachel from Customer services on LinkedIn?

 

Cat_Fixing_Lightbulb

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SBTX

SkinBioTherapeutics (#SBTX) – Croda commercial terms finalisation “based on the final testing of the SkinBiotix technology”

 

UKOG

UK Oil & Gas (#UKOG) – placing and “retail offer” at just 0.025p per share “to fund new H2 storage site”. Hmmm!

 

VCP

Victoria (#VCP) – sells ceramic tile manufacturer in Turkey Graniser for €36.8m Enterprise Value

 

G4M

Gear4music (#G4M) – H1 loss, argues “well-positioned and prepared for the upcoming peak seasonal trading period”

 

REVB

Revolution Beauty (#REVB) – H1 small adj. profit but overall loss, reckons will return to growth in Q4

 

FNX

Fonix (#FNX) – “positive” trading “in line with expectations”, “progressing well” with Portugal expansion plans

 

GBG

GB Group (#GBG) – H1 adj. EPS up to 7.3p, “underpins” outlook confidence

 

GEN

Genuit (#GEN) – expects FY adj. Op profit “broadly in-line with the lower end of analyst expectations”

 

AVON

#AVON Technologies – FY adj. EPS up to $0.699, DPS down to $0.233, now sees potential to reach targets a year early

 

IMB

Imperial Brands (#IMB) – FY adj. EPS up to 297p, DPS to 153.42p, “remain confident”

Monday »

Bearcast

Tom Winnifrith Bearcast: Barclays wastes 15 minutes of my life

 

STK

StreaksAI – interims argue AI technology developments “nearing completion” and “adequate working capital”, BUT…

 

AAU

Ariana – Turkey Update As Knicker-Wetters Strike

 

AVCT

Avacta: smell the desperation of paid for research

 

SAAS

Microlise – “Update on Cyber Security Incident”, how ‘materially’ will trading forecasts and financial position meet expectations?

 

CEL

Celadon: Timber! More ouzo for the Sheriff, vicar?

 

JDG

Judges Scientific – expects certain orders now “will not all occur in time to deliver against the expectations”. Uh oh!…

 

BMN

Bushveld Minerals: ouzo on cornflakes for the Sheriff of AIM as shares suspended pending clarification

 

Collapsing-Reactor

The chart that proves oil stocks trump green shite, or does it?

 

GEX

Georgina Energy:– today’s cashless warrant exercise is a massive vote of no confidence

 

Christopher_Booker

Christopher Booker, this photo is just so perfect for today's dark times, Tom Winnifrith

 

BMN

Bushveld Minerals (#BMN) – with “financial uncertainty”, a turnaround specialist appointed and shares suspended

 

RSG

Resolute Mining (#RSG) – signs a protocol for Mali business discussions, working on remaining procedural steps for release of three detained employees

 

SAAS

Microlise (#SAAS) – “vast majority of customer systems are back online, with some remaining customers conducting their own security verifications before enabling users”

 

CEL

Celadon Pharmaceuticals (#CEL) – notes financing delays and sufficient working capital only “through to January”

 

PFC

Petrofac (#PFC) – senior secured notes interest forbearance extended to 13th December, argues progressing a ‘financial restructure’ “at pace”

 

GEX

Georgina Energy (#GEX) – “Operational Update” is actually an exercise of warrants for nil consideration

 

IQE

#IQE – warns “slower than anticipated recovery”, “strategic review” and negotiating “short-term financing”

 

JDG

Judges Scientific (#JDG) – profit warning as certain orders now likely to “not all occur in time to deliver against the expectations”

 

FDM

#FDM Group – notes lower number of consultants assigned to clients, albeit “in line with its expectations”

 

BEG

Begbies Traynor (#BEG) – H1 “positive momentum”, notes higher employment costs and interest rates likely to extend elevated insolvency levels

Sunday »

TERN

Tern – Yet More Disaster At Wyld….Has It Sold Out Yet?

 

Bearcast

Tom Winnifrith Bearcast: Will Southport see Keir Starmer also forced to resign, the gagging is not working! And is today's Georgina expose enough for Jerry Keen to quit?

 

Professor

Visual Aid: Top Personal Income Tax Rates in Europe in 2024

 

GEX

BREAKING EXPOSE: Georgina Energy, the bogus research report by a firm that does not exist and the criminal charges

 

Quiz

The ShareProphets Sunday Pub Quiz #267

 

Professor

Sunday Long Reads: No Contact Children, Greek Espionage, Prediction Markets, Academic Raving, Microchip Mobilisation

 

Gold

The View From The Montana Log-Cabin As Gold Suffers Continued Trump Dump

 

Top-10

Notes from Underground – Most read articles for the week ending Nov 16

Saturday »

Christmas-Stripper

#Gowokegobroke: Boots wins the Christmas advert clanger

 

Bearcast

Tom Winnifrith Bearcast: why Rachel Reeves needs to resign NOW

 

GEX

EXPOSE: Georgina Energy, the 2020 slide deck and the mystery of the dog that barked

 

CRV

Craven House Capital – a technically insolvent company without a material uncertainty warning thanks to Zak Mir's pal

 

Sinking_Ship

AIM Market Statistics for October 2024 - another month of decline on the casino, a 23 year low hit

Friday »

KEFI

Kefi – Saudi Arabia interests dilution, though remaining interest set for “a significant premium” realisation to that

 

Bearcast

Tom Winnifrith Bearcast: More knicker wetting in my email

 

CRL

Creightons – half year profitability in excess of the prior full-year from this winning share tip

 

TTG

TT Electronics – possible offer proposals, but rejected and currently “no ongoing discussions”

 

SOLI

Solid State – after just last week ‘expects particularly defence sector orders to meet market expectations’, now a prominent defence order programme “paused”!

 

Pinocchio

BREAKING: Rachel Reeves MP – is it from bad to worse on her CV fabrication? Is Kev Gillett for real?

 

HELD

Hellenic Dynamics: loan still not arrived I guess Peterhouse and Cairn think lying is all fine and dandy

 

TEK

Tekcapital: yet another placing and more mendacity for the vicar?

 

VAST

Vast Resources: when is the announcement?

 

BOOM

Audioboom: what does adjusted EBITDA mean to you?

 

VCP

Victoria: panicked trading statement

 

Fake_News

Tom Winnifrith Podcast: Radio 4's Today on Bobby Kennedy, University Funding and the slowing UK economy, it's all fake news!

 

VLX

Volex (#VLX) – notes possible cash and shares offer proposals to TT Electronics (#TTG), whose board “has declined to engage”

 

HELD

Hellenic Dynamics (#HELD) – €1m loan announced in April still “has not been received” and “now exploring alternative financing options”!

 

VLX

Volex (#VLX) – H1 adj. EPS up to $0.152, DPS to 1.5p, “reiterates confidence”

 

VCP

Victoria (#VCP) – argues “positive leading indicator data” but admits “off a very low base” and assessing refinancing options

 

BOOM

Audioboom (#BOOM) – states “ahead of the recently upgraded market expectation”, but just emphasises adjusted EBITDA

 

AMRQ

Amaroq Minerals (#AMRQ) – “key agreements” in advance of gold production including for processing and offtake

 

ALT

Altitude (#ALT) – notes H1 growth, “remains in line with the board's expectations for the full financial year”

 

SOLI

Solid State (#SOLI) – ‘materially below expectations’ warning as “expenditure on a prominent defence order programme has been paused”

 

REC

Record (#REC) – H1 EPS up to 2.58p, DPS maintained at 2.15p, trading “in line with the board's expectations”

 

GLE

MJ Gleeson (#GLE) – AGM Trading Update, states results “will be more weighted to the second half than usual”. Hmmm

Thursday »

HEIQ

HeiQ – ‘preparing for a capital raise in the coming weeks open to all shareholders’. Er, I wonder why!…

 

TTG

TT Electronics – expects full-year “at the lower end of… previously stated range”, but that’s a range already lowered less than two months ago

 

Bearcast

Tom Winnifrith Bearcast: Mad Welshmen and the dogs and maybe Pierro is right

 

ZYT

Zytronic – having last month emphasised “material growth opportunity” of its transformation plan, now to seek a solvent liquidation!

 

Atomic

Video: Why Uranium, Gold and Silver are the Actual Winners of the US Election

 

BOO

Boohoo raises up to £45m: I just don’t get it

 

Bearcast

Tom Winnifrith Bonus Bearcast: the new bear case for gold

 

AOM

ActiveOps – having been an AIM Awards 2024 nominee, results disappointment (natch!)

 

ORCP

Oracle Power: shares already below placing price the sheer pointlessness of it

 

CRTA

Cirata: time to fess up that targets will be missed?

 

BOO

boohoo (#BOO) – raises £39.3m at 31p per share, “up to” £6m “retail offer”

 

ZYT

Zytronic (#ZYT) – following strategic review, “will now seek a sale and/or wind down of the group assets”

 

HEIQ

#HEIQ – “Update on Delisting and Potential Capital Raise”, delisting scheduled for 19th November

 

YNGA

Young & Co's (#YNGA) – H1 adj. EPS up to 36.72p, DPS to 11.53p, notes “Government's budget will result in significant increased costs for our industry”

 

SMWH

WH Smith (#SMWH) – FY adj. EPS up to 89.3p, DPS to 33.6p, “new financial year has started well”

 

BRBY

Burberry (#BRBY) – H1 swing to even adj. loss, notes H2 “important festive trading period” uncertainty considering “uncertain macroeconomic environment”

 

TTG

TT Electronics (#TTG) – “expects FY24 adjusted operating profit to be at the lower end of our previously stated range of £37m-42m”

 

SRAD

Stelrad (#SRAD) – incremental early signs of a recovery in volumes within selected European markets, FY guidance unchanged

 

BME

B&M (#BME) – H1 adj. EPS down to 14.7p, DPS up to 5.3p, “confident in our outlook for the second half”

 

PFD

Premier Foods (#PFD) – H1 adj. EPS up to 5.3p, “on track to deliver on full year expectations”

Wednesday »

AAU

Ariana Resources – loan to further advance Dokwe project ahead of Australia dual-listing, Buy

 

GELN

Gelion – “Produces Solid-State Separator”, again attempted ramptastic?

 

Crime-Scene

A reader reports Roast PR to the FCA over a new porky pie but nothing will happen

 

Bearcast

Tom Winnifrith Bearcast: Just Eat and Grub Hub show fund managers even bigger morons than Bulletin Board Morons as $7.3bn turned into $650m

 

TENG

Ten Lifestyle – states “pleased to announce” full-year results, but what’s ‘pleasing’ about them?

 

BIOM

Biome Technologies – after September-argued “challenges… progressing towards resolution”, already another trading warning!

 

Bearcast

Tom Winnifrith Bonus Bearcast: Revenge of the knicker wetters and Kefi which can now escape a placing and here's how

 

OPTI

Optibiotix: would you Adam & Eve it? How is Neil Davidson not a trougher who misleads?

 

GEX

EXPOSED: The lies and smears of Zak Mir and David Burton on behalf of Georgina Energy

 

Gold

Has the election of President Trump killed the gold bull market? What the gurus say

 

SRT

#SRT Marine Systems – fundraising to raise up to £8.5m at 35p per share

 

KEFI

#KEFI Gold & Copper – to remove outstanding exploration liabilities in Saudi Arabia by falling to 15% of joint venture, potential sale of this residual shareholding

 

CRL

Creightons (#CRL) – H1 “small reduction in revenue” but estimates pre-tax profit “notably higher” than corresponding prior year period

 

FSTA

Fuller, Smith & Turner (#FSTA) – H1 adj. EPS up to 21.81p, DPS to 7.41p, 32 weeks LFL sales +5.4%

 

CRW

Craneware (#CRW) – growth “in line with current market expectations”, non-executive director changes

 

CGS

Castings (#CGS) – H1 EPS down to 7.07p, DPS up to 4.21p, FY demand schedules continue to reflect heavy truck lower build rates

 

DWL

Dowlais (#DWL) – ten months constant currency revenue -6.1% YoY, expects continued market volatility next year

 

TAM

Tatton Asset Management (#TAM) – H1 adj. EPS up to 13.67p, DPS to 9.5p, “remain on track to meet the board's expectations for the full year”

 

EXPN

Experian (#EXPN) – H1 adj. EPS up to $0.76, DPS to $0.1925, expects FY margin accretion towards upper end of +30 to +50 basis points range

 

JET

Just Eat Takeaway.com (#JET) – agreement to sell Grubhub for $650m Enterprise Value

Tuesday »

Bearcast

Tom Winnifrith Bearcast: Tomorrow I expose Zak Mir and David Burton with their pants down

 

REE

Altona Rare Earths – fast-tracked production potential, Buy

 

MRK

Marks Electrical – after late-June “optimism for the year ahead”, already now a material profit warning!

 

Beggar

Comparing farmers today to 1980s miners is duff economics and shows the class hatred that really fuels the left

 

ZOO

Zoo Digital – interims, states it believes it has sufficient working capital “for the foreseeable future” but for how long likely is that?

 

Gold

Video: yes it is time to buy gold juniors!

 

XTR

BREAKING EXPOSE: Roast PR Limited, the alleged Zambian gold fraud, Colin Bird and while Roast profits readers lose out

 

GEX

BREAKING: Georgina Energy and Mark Wallace and the 2013 fraud allegations

 

ADF

Facilities by ADF – as I cautioned, profit warning. To do with UK Budget and US election uncertainty or more?…

 

Bearcast

Tom Winnifrith bonus bearcast: you cannot make a silk purse from a sow's ear, the tale of UK onshore oil and Union Jack Oil

 

MTRO

Metro Bank (#MTRO) – £16.7m fine for “financial crime failings”

 

UJO

Union Jack Oil (#UJO) – “planning permission for the Wressle development… has been formally rescinded”

 

FOUR

4imprint (#FOUR) – FY PBT expectations “remain unchanged and are within the current range of analysts' forecasts at just over $150m”

 

ADF

Facilities by #ADF – warns as a significant number of productions start dates delayed to next year and “some” will not proceed at all

 

ZOO

#ZOO Digital – H1 $2.6m loss and “visibility of Q4 orders remains limited”, even gross cash down to $4.3m

 

CBOX

Cake Box (#CBOX) – H1 EPS up to 5.18p, DPS to 3.40p, “on track” for FY “in line with market expectations”

 

MRK

Marks Electrical (#MRK) – H1 adj. EPS down to 0.72p, DPS maintained at 0.30p, FY profit warning

 

MCB

McBride (#MCB) – “strong” trading in line with market expectations, though cautious including of commodity markets adversely impacting input costs

 

FRAN

Franchise Brands (#FRAN) – expects FY adj. EBITDA at lower end of expectations as “anticipated recovery in project work is now not expected until next year”

 

OXIG

Oxford Instruments (#OXIG) – H1 adj. EPS down to 44.7p, DPS up to 5.1p, H2 “expect to deliver our typical stronger trading performance”

Monday »

GEX

BREAKING: Georgina Energy, Antony Hamilton and the undischarged bankruptcy he neglected to mention

 

Bearcast

Tom Winnifrith Bearcast: the wording at Dialight terrifies me as CFO walks

 

DIA

Dialight – after a week ago “confirms” half-year results for today, it’s now CFO leaves “with immediate effect” instead!

 

VARE

Various Eateries – argues “a strong position” with a “healthy” financial position. Really?…

 

LFT

Lift Global Ventures – We Cap investment another dog

 

Crime-Scene

Roast PR: Bent journalism and a 12 stock kiss of death list

 

WSG

Westminster Group and the most dreaded words in the English Corporate language

 

HEMO

Hemogenyx raises £600,000 it is still bust within weeks and this stinks

 

Bearcast

Tom Winnifrith bonus Bearcast: gold, country risk, not a death spiral, Resolute and Ariana

 

FORT

Forterra – trading only “broadly in line” and price increases challenges ahead?

 

RSG

Resolute Mining (#RSG) – confirms “CEO, Terence Holohan, and two other employees, have been detained in Mali by Government Officials”

 

AQX

Aquis Exchange (#AQX) – recommended 727p per share offer from SIX Exchange Group

 

DIA

Dialight (#DIA) – CFO Carolyn Zhang “has stepped down… for personal reasons and will be leaving the company, with immediate effect”

 

GRX

GreenX Metals (#GRX) – Poland lodges request to set-aside arbitration award “on the basis of jurisdictional aspects of the award and procedural unfairness”

 

AAU

Ariana Resources (#AAU) – up to $5m loan agreement to advance Dokwe project

 

NWG

NatWest (#NWG) – second buy back of government shares of 2024, for £1bn

 

CAV

Cavendish Financial (#CAV) – H1 adj. EPS 0.4p, DPS 0.3p, “market conditions have yet to improve significantly post the general election”

 

KNOS

Kainos (#KNOS) – H1 adj. EPS edged up to 22.5p, DPS up to 9.3p, notes “poor macro-economic conditions and delayed UK Government decision-making”

 

VARE

Various Eateries (#VARE) – FY “small positive adjusted EBITDA”, hit outs at Budget “further major blow to a struggling industry”

 

FORT

Forterra (#FORT) – “year to date revenues were 5% below the 2023 comparative”, maintains FY adj. EBITDA expectation of “around £50m”

Sunday »

Bearcast

Tom Winnifrith bearcast: Resolute bosses arrested, Georgina's bosses should be

 

Professor

Visual Aid: Top 10 Countries by Value of All Their Natural Resources

 

Gold

The View From The Montana Log-Cabin As Gold Slips On Trump Election Result

 

Professor

Sunday Long Reads: Lying Researcher, Old Film Future, Tankers vs Whales, Buttons are Back, Non-Nigel Cabin on the Mountain

 

AMRQ

Brown Envelope Man and Amaroq interview

 

Quiz

The ShareProphets Sunday Pub Quiz #266

 

Top-10

Notes from Underground – Most read articles for the week ending Nov 9

Saturday »

JLP

Jubilee Metals – “Operational Update”, a Q1 and outlook positives BUY

 

Father Christmas

Less than two months to go, tips of the year update...

 

Bearcast

Tom Winnifrith Bearcast: Jubilee to more than double and Neil Woodford's oil bearishness overcooked

 

Clown

A disgraced fund manager turned share blogger warns about oil, bullish on Trump, UK shares and China

 

US-Flag-Blonde

Tom Winnifrith podcast: Democrats should stop panicking and screaming but need to think about lessons they must learn

Friday »

TERN

Tern – 99% loss on Wyld investment confirmed

 

EMR

Empresaria – “sale of non-core subsidiary”, but still group financial concern?…

 

MKA

Mkango Resources: good companies just do not behave like this

 

US-Dollar

Ferrexpo Trumps Bitcoin and Tesla combined in the MAGA rally

 

CYAN

CyanConnode – interims, was the fundraising to enhance growth and operational capabilities or mainly to keep the lights on for a bit longer?

 

Bearcast

Tom Winnifrith Bearcast; Reporting back alive, good cancer news but...

 

PICH

Pitch Pit – this stinks

 

ARB

Argo Blockchain: No it really is a zero, a 'fess up and an AI spoof, 0p here we come

 

DISP:

Zamaz: more red flags as its goodnight Vienna!

 

NGHT

Breaking: Nightcap, a big rat abandons the sinking ship

 

MKA

Mkango Resources (#MKA) – expected admission of placing shares delayed to “on or around 22 November… due to administrative delays”

 

BSFA

BSF Enterprise (#BSFA) – “Portfolio Update”, attempted ramptastic

 

CYAN

CyanConnode (#CYAN) – H1 increased loss to £2.1m, cash £3.7m

 

INDV

Indivior (#INDV) – states “focused on acting in the best interests of all shareholders as we continue to execute on our strategy” in response to letter from Oaktree Capital Management

 

TIFS

TI Fluid Systems (#TIFS) – Takeover Panel extension for finalisation of due diligence, financing and transaction documentation

 

EMR

Empresaria (#EMR) – sale of its 51% interest in Fines Tokyo for a repaid JPY50 million (c.£0.253m) intercompany balance

 

SRP

Serco (#SRP) – unsuccessful in rebidding for Australia immigration contract and also notes UK Government budget tax changes impact

 

IAG

International Consolidated Airlines (#IAG) – notes Q3 growth and “demand remains strong across our airlines”

 

RMV

Rightmove (#RMV) – “in line to meet market expectations”, emphasises “looking ahead with confidence”

 

VTY

Vistry (#VTY) – £165m South Division cost issues additional profit impact and group “reduced expectations for completions in the year”

Thursday »

ARB

BREAKING: Argo Blockchain ‘fess up – delayed to an attempted no one watching o’clock and even then attempted obfuscation!

 

KEFI

Kefi Gold & Copper – increased proposed bank loan facilities for Tulu Kapi, Strong Buy

 

TPX

TPXimpact – CFO appointment, to ‘create lasting shareholder value’?

 

DSW

DSW Capital – 'Beat the Budget' transactions boost, but what’s the outlook from here?…

 

Bearcast

Tom Winnifrith Bearcast: a 1 in 15000 chance this is the last one ever

 

HUM

Hummingbird it’s almost game over, watch out Celadon there is a lesson for you

 

Trump

Gold and the fiscal fecklessness of Donald Trump

 

ARB

BREAKING: Argo Blockchain a zero: Evil Banksta has news

 

FADL

Fadel Partners – having been AIM Awards-shortlisted for “Best Newcomer” last year, ‘Update to Trading Expectations’ is downwards (natch!)…

 

CABP

CAB Payments (#CABP) – StoneX “does not intend to make an offer”

 

DSW

#DSW Capital – October “exceptionally strong levels of M&A activity and completions”, increases guidance

 

TRN

Trainline (#TRN) – H1 adj. EPS up to 9.9p, notes improved guidance

 

RR

Rolls-Royce (#RR.) – “confidence in the delivery of our 2024 guidance despite a supply chain environment which remains challenging”

 

SFOR

S4 Capital (#SFOR) – Q3 LFL net revenue -12.6% YoY, “primarily reflecting lower activity in both Content and one of the larger Technology Services clients”

 

AUTO

#AUTO Trader – H1 adj. EPS up to 15.56p, DPS to 3.5p, though “now expect the stock lever to be slightly negative for the full year”

 

ITV

#ITV – Q3 update, argues confidence will deliver increased profit this year but that with further cost savings

 

SBRY

J Sainsbury (#SBRY) – H1 adj. EPS edged up to 10.7p, DPS maintained at 3.9p, remains confident in forecasts

 

HWDN

Howden Joinery (#HWDN) – since half year LFL revenue -1.9% YoY, expects FY PBT “at the lower end” of analysts' consensus forecasts range

 

TW

Taylor Wimpey (#TW.) – “trading in line with expectations”, argues “well positioned for growth from 2025, assuming supportive market conditions”

Wednesday »

Bearcast

Tom Winnifrith Bearcast No 2: this strategic review could be amazingly good news

 

APTA

Aptamer – “pleased to report that the sustained focus of our commercial team continues to bear fruit”. Er, does it?…

 

WSG

Westminster: classic bullshit from loathsome ex Tory MP and penny share spiv Tony Baldry

 

SAAS

Microlise – “confident that no customer systems data has been compromised”, but employee data?…

 

Clown

A disgraced and failed fund manager on Trump's win and China

 

SOLI

Solid State – argues “trading in-line with market expectations for the full year”, but how much really so?…

 

OPTI

BREAKING: Optibiotix, O’Hara resurfaces!

 

SCE

Surface Transforms – “Directorate Change”, why ANOTHER share price slump?…

 

GEX

Georgina Energy: Lyin’ Yet again

 

Bearcast

Tom Winnifrith Bearcast No 1: GroupThink, Donald Trump and Kefi

 

GEX

Georgina Energy (#GEX) – “Operational Update”, attempted ramptastic

 

KEFI

#KEFI Gold & Copper – “initial committee approval granted by second co-lending bank for increased amount”

 

SAAS

Microlise (#SAAS) – “Update on Cyber Security Incident”, expects services “essentially back to normal” by end of next week

 

EME

Empyrean Energy (#EME) – £1.12m equity raise at 0.1p per share, also an up to £0.25m “retail offer”

 

BRES

Blencowe Resources (#BRES) – £1.5m equity raise at 4p per share with warrants

 

YOU

YouGov (#YOU) – FY adj. EPS down to 29.4p, DPS +3% to 9p, current year trading “broadly in line with the prior year”

 

JDW

J D Wetherspoon (#JDW) – 14 weeks LFL sales +5.9% YoY, “cost inflation… has now jumped substantially again following the budget”

 

DOM

Domino's Pizza (#DOM) – Q3 update, “expect FY24 Underlying EBITDA to be in the range of current market expectations”

 

MKS

Marks & Spencer (#MKS) – H1 adj. EPS up to 14.7p, DPS maintained at 1p, “confident of making further progress in the remainder of the year”

 

PSN

Persimmon (#PSN) – Q3 “in-line with expectations”, argues “well positioned for continuing market improvement”

Tuesday »

DIS

Distil – interims, was recent discounted equity raise to “provide working capital”?…

 

AMRQ

Amaroq Minerals – 2024 exploration update, this winning 73p offer price tip still a Buy

 

ITX

Itaconix – “pleased to provide” trading update, but how ‘pleasing’ is it really?…

 

Bearcast

Tom Winnifrith Bearcast: Define imminent

 

AFRN

Aferian – emphasises trading improvement and “well-positioned”, but how much so really?…

 

ENSI

EnSilica – full-year results argue “from both a financial and operational perspective… remains well positioned”. Er, does it?!…

 

VCP

Victoria now just 93p, target remains 0p: a 20 red flag check list

 

EPP

Gary Newman warns placing ahoy at Energypathways

 

Bearcast

Tom Winnifrith bonus bearcast: serial deceit and lying at Predator as it places

 

US-Flag-Blonde

Preparing for election night at the Welsh Hovel, I’ll be stewing some apples, Tom Winnifrith

 

ARB

Argo Blockchain (#ARB) – “October Operational Update”, notes “mining revenue” up to $3m but bottom-line financials dare not speak their name

 

ASC

ASOS (#ASC) – FY increased even adj. loss, net debt £297.1m

 

SOS

Sosandar (#SOS) – homeware range licensing agreement with Next (#NXT), no financials (natch!)

 

AFRN

Aferian (#AFRN) – notes H2 revenue improvement, “continue to expect a reduction to net debt by year-end”

 

MGAM

Morgan Advanced Materials (#MGAM) – warns current outlook deterioration, expanding “simplification programme” and commencing “up to £40m” share buyback

 

WEIR

#WEIR – “order pipeline converting as expected”, FY guidance reiterated

 

TCAP

TP ICAP (#TCAP) – Q3 revenue +9%, “comfortable with FY 2024 market expectations for adjusted EBIT, subject to the impact of FX movements”

 

HFG

Hilton Food (#HFG) – notes Q3 progress, “confident in delivering our full year in line with our expectations”

 

ABF

Associated British Foods (#ABF) – FY adj. EPS up to 196.9p, DPS to 90p including 27p special dividend

 

CTG

Christie (#CTG) – sale of its Orridge stocktaking business for initial £4m and up to a further £1m

Monday »

EMR

Empresaria – states a disposal as part of “previously announced plan”, but how useful?

 

TST

Touchstar – trading update, value realisation potential?...

 

FDBK

Feedback plc – argues “successful fundraising”. Er, what about the 55% discount?!

 

Gold

Video with Rick Rule: The Inevitability of the Gold Price Rise

 

PRD

Predator; when is the discounted bailout placing? Target from 6.25p, 3p within months

 

ENSI

EnSilica – “pleased to announce” a new debt facility now, I wonder why…

 

PBX

ProBiotix Health – wins at requisitioned General Meeting, now time for reconciliation

 

Gold

Video: Mining Stocks Haven’t Been This Golden Since 2001

 

Bearcast

Tom Winnifrith bearcast: a trans moral quandry for daughter 2

 

VNET

Vianet – half-year update argues “in line with management's expectations”, but suggests demanding second half requirements!

 

FDBK

Feedback (#FDBK) – proposed bailout fundraising for up to £6.3m

 

FDBK

Feedback (#FDBK) – FY loss £3.3m, cash down to £3.9m

 

ENSI

EnSilica (#ENSI) – “new debt facility to refinance its existing external loan facilities”, “up to £9 million… to November 2029”

 

CPH2

Clean Power Hydrogen (#CPH2) – following prior licence agreement termination, GHFG legal action now also terminated

 

ZTF

Zotefoams (#ZTF) – Q3 update, expects FY “to be in line with current market expectations”

 

VNET

Vianet (#VNET) – H1 growth “in line with management's expectations”, looking ahead with confidence

 

WIZZ

#WIZZ Air – October booked passengers +4.1% YoY, load factor +0.4ppts to 92.9%

 

DPP

DP Poland (#DPP) – Q3 update only emphasising sales growth, states “expects to be in line with market expectations for 2024”

 

WATR

Water Intelligence (#WATR) – reacquisition of Dallas franchise for initial $5m and up to $12m with also stock options

 

DSW

#DSW Capital – acquisition of primary care solicitors DR for £6.1m in cash and shares

Sunday »

NEXS

Nexus Infrastructure – diversifying acquisition and recovery potential, our share tip is ahead but still a BUY

 

Clown

A failed fund manager explains falling gilts post UK budget

 

Professor

Visual Aid: Which Countries Are Most Prepared For AI?

 

Gold

The View From The Montana Log-Cabin As Gold Takes A Bump And Reeves Thieves

 

Professor

Sunday Long Reads: Scamming Parents, Bauyesian Superyacht, Cyclopean Cave, Bitcoin Mining Nightmare, Meeting the Voice in your Head

 

Quiz

The ShareProphets Sunday Pub Quiz #265

 

Top-10

Notes from Underground – Most read articles for the week ending Nov 2

 

Trump

Tom Winnifrith US Election podcast, fake news, rogue polls, a Harris surge and the Dems murder Peanut the squirrel

 

Newsboy

Photo Article: Bonfire Night at the Welsh Hovel, Rachel Thieves up in smoke for a party of 20, Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith Bearcast: Farewell Big Dave Lenigas

 

Price-Vs-Value

ShareProphets readers tips for 2024 prize competition – (just under) two months to go update

Friday »

MIN

Minoan – Financing Update Offers Jam Tomorrow. Maybe It Will Be, This Time?

 

Bearcast

Tom Winnifrith Bearcast: How clever is Doc Holiday and how mendacious is the fake news FT?

 

SAAS

Microlise – “Notice of Cyber Security Incident”, at no one watching o’clock?

 

OPTI

BREAKING: The whole Steve O Hara health story Optibiotix is still not telling you

 

TM1

Turd polisher Harry Chathli, very poor form as Technology Minerals shares suspended

 

AMRQ

Amaroq Minerals – 2024 exploration update, remains an upcoming production and exploration Buy

 

RTOP

Regtech Open Project – now formally suspended until it files audited accounts for period to 30 June 2024. It won’t!

 

GEX

Georgina Energy: a letter to broker Jerry Keen about his resignation

 

BPM

B.P. Marsh & Partners – interims, positive again from this hugely winning share tip

 

AMRQ

Video: Amaroq Part 2, the reasons why I plan to buy more shares at 81p

 

Beggar

Photo article: Oxfam, 100 million Euro of your cash for this? Dad spins in his grave again, Tom Winnifrith

 

Welsh_Flag

Halloween Photo Article of angels and a wannabee Rachel Reeves pumpkin at the Welsh Hovel, Tom Winnifrith

 

BOO

boohoo (#BOO) – appoints Dan Finley, currently CEO of its Debenhams business, as group CEO

 

CEG

Challenger Energy (#CEG) – CFO Gagan Khurana “has resigned… for personal reasons, effective immediately”

 

OBI

Ondine Biomedical (#OBI) – proposed fundraising to raise “not less than” c.£8.5m at 8.5p per share

 

CPX

CAP-XX (#CPX) – £2.5m placing at 0.11p per share, up to a further £0.275m “retail offer”

 

ADME

ADM Energy (#ADME) – further results delay, states now expects to publish “in the coming weeks”

 

AEG

Active Energy (#AEG) – further loan, directors Max Aitken and Jason Zimmerman “step down” and appointment of Zeus Capital as joint broker

 

EML

Emmerson (#EML) – engages litigation counsel and formally notifies Morocco government of investment dispute, “is examining various funding avenues”

 

HUM

Hummingbird Resources (#HUM) – “advanced discussions… to partially restructure its outstanding debt and to reschedule payments due”

 

SOLI

Solid State (#SOLI) – acquisition of Q-Par Antennas USA for $1.5m and a further $0.5m earn-out

 

CLCO

Cloudcoco (#CLCO) – completes disposal of its CloudCoCo Connect business

Thursday »

Bearcast

Tom Winnifrith Bearcast: Failing Rachel from accounts

 

NXQ

Nexteq – profit warning on revenue “expected to be 10-12% below previous market expectations”. And what about those previous expectations?…

 

GEX

BREAKING: Antony Hamilton of Georgina energy slated by High Court Judge for misleading court

 

Clown

A failed fund manager says budget a nothingburger

 

VRS

Versarien – Dog eaters welch on £242,000 due today. Tits up in 3 months?

 

IEC

85p to 1p in 10 months, a Halloween special from Liam “the Toke” Murray

 

KNOS

Kainos – less than two months after “expects to deliver adjusted PBT in line”, now “expects… below current market consensus”. Hopefully my warning was heeded…

 

GEX

EXPOSE: Georgina Energy – materially non-compliant IFRS interims for a technically insolvent company

 

SEPL

Seplat Energy looks set to complete its acquisition - buy

 

SRT

SRT Marine Systems – emphasises “landmark contract” signed, but to now deliver sustained net cash generation rather than ‘jam tomorrow’?

 

GEX

Georgina Energy (#GEX) – H1 £3.3m loss and net debt and even net current liabilities!

 

GEX

Georgina Energy (#GEX) – ‘seismic data reprocessing progress and resource potential review’, attempted ramptastic

 

RGT

Argent Biopharma (#RGT) – “Quarterly Report”, ended quarter with just “A$311k of cash on hand”, since raised a further just A$0.2 million

 

VOD

Vodafone (#VOD) – MoU for potential acquisition of parts of Telekom Romania Mobile Communications

 

NXQ

Nexteq (#NXQ) – de-stocking and customer delays warning, Financial Controller Matt Staight to take over as CFO

 

FTC

Filtronic (#FTC) – “anticipate H1 to be stronger than H2, as the retrofit completes”, though confident of FY “in line with market expectations”

 

SYNT

Synthomer (#SYNT) – “volumes continue to improve from historically low levels, although at a slower rate than during Q1 and Q2”

 

HLN

Haleon (#HLN) – Q3 organic revenue +6.1% YoY, “well on track to deliver our full-year 2024 guidance”

 

KNOS

Kainos (#KNOS) – now expects FY revenue “moderately below current market consensus with the majority of the reduction flowing through to adjusted PBT”

 

SXS

Spectris (#SXS) – Q3 LFL sales -10% YoY and orders -6% as anticipated recovery “is taking longer to materialise”

Wednesday »

Bearcast

Tom Winnifrith bearcast: feeling so ill I thought it was Thursday and Halloween until just now

 

KOO

Kooth – directors share purchases, but how much confidence do they really have in this AIM Awards 2024 “Diversity Champion”?

 

LFT

Lift Global Ventures Plc – challenges facing Lee Lederberg in its upcoming audit

 

GEX

Bombshell Affadavit from Former Georgina Energy chairman

 

HTG

Hunting – after trading update, still a value growth Buy...

 

TMO

Time Out Group – full-year results and a placing “to fund capital investment”. Er, what about the currently further deteriorated balance sheet?

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