PageGroup - you would still be bonkers
Back in January I said that you were a bonkers bull if you bought shares in the recruitment company PageGroup (PAGE) and over the last four months the share price has struggled to crack on from the excitable 540p+ level it reached in mid-January. I still think this is the case...but today's trading update is notable for another trend: everywhere bar the UK is still growing for the group.
- By Chris Bailey |
- 11 April 2018, 03:30 |
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EXCLUSIVE: Daniel Stewart reveals all (unintentionally of course!)
I had to laugh at the basket case that is the stockbroker Daniel Stewart as it finally came out with the accounts for its trading subsidiary, Daniel Stewart & Co (DSAC), for the year to 31 March 2016, not just as it shows how worthless Rob Terry’s holding is but also, being such a quality outfit, it accidentally provided much more information than it intended to. It is worth taking a look before Daniel Stewart corrects it.
- By Cynical Bear |
- 11 April 2018, 03:27 |
Tesco - 'a year of progress' but another leg to come
Well I called it. Back in January I told you that opportunity was better than the threats to the Tesco (TSCO) business model and I urged you to buy the stock, which is now trading at the 220p+ level I hoped for in my write-up.
- By Chris Bailey |
- 11 April 2018, 03:00 |
Appscatter: Significant acquisition and fund-raise – history repeating itself so far
I initiated coverage on Appscatter (APPS) when it came to market last September with a few warning signs and a nervousness that history could repeat itself to the detriment of its shareholders. Well seven months in and a potential acquisition accompanied by a massive fund-raise announced (obvs), I thought I should update my thoughts.
- By Cynical Bear |
- 11 April 2018, 01:26 |
Soaring Oil Price Could Mean Big British Oil Shares are Now Undervalued
Hello, Share Cakers. As troubles in the Middle East mount, it’s natural that oil prices will rise. And as I write, the cost of Brent crude has hit a new high. Not a record of course, as the price was once twice what it is now.
- By Malcolm Stacey |
- 11 April 2018, 01:22 |
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Tom Winnifrith Bearcast: The Bromance with Paul Scott chapter 27
After last week's twitter spat we have made up and are friends again so Paul Scott will, after all, be recording a bearcast special with me at UK Investor Show. If you have not booked a free investor class seat for 21 April do so now at www.ukinvestorshow.com/tickets using the promotional code WINNIFRITH. In today's bearcast I look at a moron and Marechale (MAC), at FlowGroup (FLOW), MySquar (MYSQ), Hvivo (HVO), Strat Aero (AERO), Omega Diagnostics (ODX) and those two awful words "strategic review" and at Air Partner (AIR). Over on my personal website there is a podcast setting a few folks straight on Lady Thatcher - HERE.
- By Tom Winnifrith |
- 10 April 2018, 09:21 |
Safestyle UK – following trading challenges, now Health & Safety ones
Previously writing on Safestyle UK (SFE), “the leading UK-focused retailer and manufacturer of PVCu replacement windows and doors for the homeowner market”, last month it was lower profit on lower revenue, but a maintained dividend. Now an HSE Court Case Update…
- By Steve Moore |
- 10 April 2018, 09:19 |
Soaraway Tern explodes higher, but what of value?
Well I’m glad I removed AIM-listed Tern plc (TERN) from my list of slam-dunk sells for 2018 when the company announced it had binned its death spiral, and instead raised cash from a placing. I still don’t think it has enough cash, but apparently the market disagrees and the share have shot massively higher – from a low point of just over 2p in February, 4p by the end of March and now they sit at 9.85p (having peaked at 11.25p). What of the value of the investment?
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 10 April 2018, 09:18 |
Nanoco Group – interims, what’s the “encouraging progress in commercialisation”?
Self-styled “a world leader in the development and manufacture of cadmium-free quantum dots and other nano-materials”, Nanoco Group (NANO) has announced results for its half-year ended 31st January 2018, emphasising “encouraging progress in commercialisation, supported by a strengthened balance sheet”. Hmmm, let’s see how encouraging progress is...
- By Steve Moore |
- 10 April 2018, 07:46 |
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The Conviviality Firesale - Roger Lawson right but also wrong
My new best friend Roger Lawson of ShareSoc has written about the firesale of Conviviality (CVR) assets. He is right but also wrong. What has happened tells us as much about the illusion of asset backing as it does about the way administration works.
- By Tom Winnifrith |
- 10 April 2018, 05:16 |
Concepta - another brick in the wall: Strong Buy
Maybe the idiom is a bad one but it is meant to signify that Concepta (CPT) is making steady progress towards a real lift off in sales and profits. The latest news is from the UK and is that it has achieved ISO13485 certification for its manufacturing site in Doncaster. So what you say?
- By HotStockRockets |
- 10 April 2018, 05:00 |
CyanConnode – trading update initially seems promising… but is it?
A Trading Update from self-styled “world leader in narrowband radio mesh networks” CyanConnode (CYAN) commences “since the start of the year, the company has seen increasing momentum and demand for its products across multiple jurisdictions, which will result in the company generating more revenues in the first half of 2018 than in the full year for 2017”. Sounds promising…
- By Steve Moore |
- 10 April 2018, 04:58 |
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Pham Dang thank you Ma'Am - CFO at the MySQUAR fraud walks with immediate effect
Even The spawn of Satan, evil PR spinner Damian McCrystal, cannot polish this turd - the wheels are coming off the fraud MySquar in a big way. CFO Pham Dang Hung has quit the company and the board with immediate effect. If you don't see this as a massive red flag you are either blind or just colour blind.
- By Tom Winnifrith, The Sheriff of AIM |
- 10 April 2018, 01:19 |
Over-reaction to sanctions against Russia offers a buying opportunity in Polymetal International
Sudden large drops in share price as a result of a knee-jerk reactions to political world events can present great buying opportunities at times, and I certainly believe that to be the case with the falls we have just seen in the value of many companies with operations in Russia.
- By Gary Newman |
- 10 April 2018, 01:19 |
Prairie Enters a Legal Tussle. But Have its Shares Been Oversold?
Hello, Share Wallowers. In recent months I’ve featured Prairie Mining (PDZ). It has an interest in two projects in Poland where the company hopes to produce coal suitable for turning into coke.
- By Malcolm Stacey |
- 10 April 2018, 01:11 |
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Tom Winnifrith Bearcast - naturally I fast forwarded through the lesbian sex scenes
I have not slept since Saturday and I am cream crackered. I discuss a few of the movies I watched flying to and from New York. Naturally watching Paddington 2 for the second and then third time was the highlight but there was also Atomic blonde which had great eighties music and lots of violence with commies getting killed. That's fine by me but there were certain scenes I felt a bit uncomfortable watching. I digress. On today's bearcast I cover UK Oil & Gas (UKOG), Mothercare (MTC) and the idea of we bears "preying" on retailers as legal wankers Linklaters suggest. I look at Avanti (AVN) and Pantheon (PANR) and recall an interview I did with Colin Bird. I also look at Nakama (NAK) and discuss how events can spiral badly for a company seen to be in trouble. If you like bearcasts then remember that at UK Investor on April 21 one of many highlights will be a live bearcast with myself and not one but, now, two special guests. Make sure you book a free ticket HERE using the promotional code WINNIFRITH.
- By Tom Winnifrith |
- 9 April 2018, 08:15 |
Ariana – Tavsan resource update
AIM-listed Ariana Resources (AAU) has offered an update on its gold resource at Tavsan, part of the Red Rabbit joint venture in Turkey which also includes the already producing Kiziltepe mine. There is plenty of good news.
- By Nigel Somerville |
- 9 April 2018, 08:15 |
Nakama Group – “Corporate update and director resignation”. Uh oh…
I previously wrote on recruitment group Nakama (NAK) a couple of years ago – the shares then approaching 27% lower, heading towards 2p, on a trading update which featured management-speak shite & is shite!. The shares are today currently heading lower towards 1p on the back of a Corporate update and director resignation…
- By Steve Moore |
- 9 April 2018, 08:01 |
Residential Care and Nursing Home fees - what are the rules?
Given how ancient some members of the ShareProphets editorial team are (mentioning no names), this handy guide from David Scott of wealth manager Andrews Gwynne should be of interest to at least one person connected with this site....
- By ShareProphets |
- 9 April 2018, 06:20 |
Don't buy into the Tomco spike - its shares are truly worthless
Shares in Tomco (TOM) are up by 40% today at 2.2p-3p thanks to a jam not even tomorrow but one day statement. But caveat emptor. The City's No 1 oil analyst Zac "the knife" Phillips of SP Angel warns that the business is just plain worthless. He opines:
- By Tom Winnifrith |
- 9 April 2018, 05:49 |