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BOS

BOS Global - GM called, we say FIRE CEO ADAM WEBB NOW!

BOS Global (BOS) has received a GM requisition which wins prizes for political correctness but which we back anyway as its main aim is for fire CEO Adam Webb who is man not fit to run a public lavatory let alone a public company.

BOX

Boxhill Technologies: Thanks for the answers but have you just made up an "investment"?

It’s satisfying that my request for clarity and transparency at the start of the month HERE led to a further RNS this week from Boxhill Technologies providing further information. What is less satisfying is the fact that it was utter nonsense. How did you sign this off, Allenby?

BOS

BOS Global: All the money’s gone - it doesn’t look good

It was only last Sunday when I was explaining that buying BOS Global (BOS) at 3p wasn’t a bargain. Well, it closed yesterday down 36% at 1.75p due to a shocker of a Company Update, the short summary of which was: Help, we need some money quick! It’s still not a bargain.

PMO

A Perky Oil Price and Refinancing Could See Premier Oil Rise Again

Hello, Share Crunchers. With the oil price soaring and possibly targeting $70 a barrel, it’s worth looking at a few of the less gigantic producers. Today I give you Premier Oil (PMO) which does both oil and gas with operations based in some interesting places.

PRP

Prime People – half-year results, expects some second half improvements BUT…

I updated cautiously on Prime People (PRP) last month HERE and the specialist recruitment group has today announced results for its half year ended 30th September 2017…

EYE

Eagle Eye Solutions – argues “delivering on our strategy”, but cash concerns…

An AGM statement from promotions and rewards technology group Eagle Eye Solutions (EYE) opens with that “the year ended 30 June 2017 was a successful period for Eagle Eye that saw us exceed management's original revenue expectations... The group's momentum has continued into the current financial year and Q1 FY2018 has delivered revenue growth of 36% to £3.1m”. However, revenue is vanity, cash is reality…

Bearcast

Tom Winnifrith Bearcast - no Bearcast today

Joshua had his one year injections yesterday and I got a call from his nursery mid morning saying he was running a temperature and could I take him home. It is a normal reaction to the jabs but - with his mother away for another 48 hours - I am sitting with him wearing just his nappy and feeling rather sorry for himself as we watch Morse, Midsomer and other recorded and daytime junk. So no bearcast today. Sorry.

QRT

Quarto Group – another profit warning, discounted fundraising ahoy?

Previously writing on publishing group Quarto (QRT) in August, I concluded that a soft retail environment expected to continue and financial concerns saw me continue to avoid. The shares have recently risen to above 145p, but are now back towards 120p following a “Trading Update” announcement…

UKOG

UK Oil & Gas - no news is, surely, bad news

The one thing we all know about UK Oil & Gas (UKOG), the massively over-valued company run by Lyin's Steve Sanderson is that it has virtually zero cash left and thus needs to get a placing away ASAP. To that end one would expect a proven ramper like Lyin' Steve to be give us ramptastic news from Broadford Bridge on an almost daily basis. Instead...

FCR

Ferrum Crescent – Colin Bird onboard as company looks to prove value

On recently recommending shares in Ferrum Crescent (FCR) at a 0.07p offer price we noted the financial position represented a risk, but that we saw significantly further recovery potential. There has since been “Quarterly Activities and Cashflow Report” and “Placing and issue of Options” announcements…

OPTI

Optibiotix - Slimbiome update really is very exciting

There is no news of new distribution or partnership deals in this release but fear not they will come soon. Very soon. But none the less, the latest update from Optibiotix (OPTI) on progress at Slimbiome is very positive indeed and, yes, Tata, is mentioned.

WPCT

More problems for Neil "Nomates" Woodford as Kerrisdale savages biggest holding in WPCT

US bear raider Kerrisdale has launched a savage attack on the largest holding in the Woodford Patient Capital Trust (WPCT) the closed end fund managed by Nomates. The nature of the WPCT means that if Kerrisdale is even half right, Nomates is in big trouble.

WAND

WANdisco – OEM partnership with a Dell Technologies business, but what of the valuation?

Shares in WANdisco (WAND) are currently further higher this week following an “OEM partnership with Virtustream” announcement - though the rise further above 800p compares with a sub 200p share price at the commencement of 2017…

RTHM

RhythmOne – “brand consolidation” announcement amidst share price slide

Last week RhythmOne (RTHM) “note(d) the recent weakness in its share price and confirms that it is not aware of any developments since the release of its Trading Update on 17th October 2017 that would change the outlook contained in that statement”. The shares have since continued to fall and there is now a “RhythmOne announces brand consolidation” announcement…

ZIOC

Wildrides' Tip Soars 65% in One Day as Any Old Iron Project Gets a Green Light

Hello, Share Squeezers. As opposed to gold, silver and diamond mines, there’s something down to earth about iron ore. Gold is more glamorous, but it’s a very speculative area in which to dabble. Whereas iron gives a more secure feeling, somehow. Which brings me to an iron share suggested by this glorious website’s good friend, Wildrides.

Bearcast
premium content

Tom Winnifrith Bearcast - in praise of Waseem Shakoor

Waseem has a few wise things to say and I note why I always listen to him even if he is being beastly about a stock I own. Do you really benefit from closing your ears to a contrary viewpoint from a guy who is more often right than wrong? No. Elsewhere I look at how gravity cannot be defied forever and Inspirit (INSP), Avanti Comms (AVN), I3 Energy (I3E). Then I answer a question on Falanx (FLX) where I am long and very happy as results loom, about Snoozebox (ZZZ) which has gone tits up (Sheriff 1, Cynical Bear 0) and finally what to make of the Persimmon (PSN) statement.

SDM

Stadium Group – “Trading Update & Notice of Results” = Profit Warning

“Trading Update & Notice of Results” announcement from Stadium Group (SDM) commences that “Significant progress continues to be made in transitioning Stadium from a purely electronic assemblies business to a design-led technology business. The company expects to report a year-on-year increase in revenues of 15% to £61m (2016: £53.1m)”. Sounds pretty good... “Whilst revenue growth and the development of the forward order book are in-line with expectations for the current year,”… Uh oh…

SSE

SSE - the FTSE-100's most boring company does something of interest

The most boring company in the FTSE-100 by far is in my opinion SSE plc (SSE, Scottish & Southern Energy). Admittedly utility companies are not meant to be sexy but SSE with its lack of growth and grinding up dividend payment (which encompasses pretty much all of its free cash flow) is the ultimate tortoise. Don't worry I know the hare and tortoise fable and my own investment style is hardly rabid but shoot me now if I make this one a top ten portfolio position at any time before the age of 85. However...

FRR

Three oil stocks - Waseem says compare and contrast value & hype

Two are mega ramps and their valuations are insane and Waseem Shakoor is (rightly) short. The other one is one he owns. Which do you think is the value play? Here's what Waseem tweets:

BLTG

Roger Lawson sticks it to Blancco - calls for FRC to look at dodgy accounts

The old goat has turned over a new leaf and today really sticks it to Blancco Technology (BLTG) in which he admits he has a trivial holding. I doff my hat to Lawson for that and his comments on the ShareSoc blog are spot on. Personally this company's revenue recognition policies stink so much that I'd have to rate it as a sell.

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