More Evidence that IQE Shorters Could Be Cruising for Bruising
Hello Share Shelvers. When Uncle Tom writes about IQE (IQE) we know we can expect a disparagement of its record on making money. He questions the company’s valuation, believing the shares to be worth less than they are currently valued at. That’s a reasonable view and it’s based on the fundamentals. But does it give proper credit to the company’s future potential? I think not - which is why I wrote a piece suggesting that shorters were taking a big risk with IQE.
- By Malcolm Stacey |
- 9 March 2018, 01:10 |
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InnovaDerma – from “confident in meeting market expectations” to “expect… below our earlier expectations” in less than a month!
Writing on InnovaDerma (IDP) in January with the shares towards 230p, I concluded at least ahead of further comfort of the second half weighting expected actually being delivered, I avoid. Now a 10:13 “Trading Statement”. Uh oh…
- By Steve Moore |
- 8 March 2018, 07:00 |
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Video: Optibiotix boss O'Hara on Blow Job TV - a BUY despite the Proactive jerk off
You know that I view soft soap paid for interviews with folks like Proactive in a deeply negative way. But Steve O' Hara of Optibiotix (OPTI) comes, I believe, across well and explains the import of recent announcements. In this interview O Hara gives the sort of hard numbers I have used in my writings on this stock. Paul Scott shows an extremer double standard in describing this as "nudge, nudge wink, wink" - I just called it talking to a company which is what anyone sensible would do. I explain why Scott is talking cock and applying double standards HERE. As for Optibiotix, do your maths listen to the whbole interview ( the last 30 seconds are very interesting), the shares are incredibly cheap at 62p offer and will go to well over 100p this year if half of what O'Hara says in this interview comes good. BUY.
- By Tom Winnifrith |
- 8 March 2018, 06:51 |
Atom Bank: Huge funding round – a good result for Woodford for once
I do try to be balanced from time to time and despite all his troubles, there’s been a few green shoots for Neil Woodford in relation to Woodford Patient Capital Trust (WPCT) in recent weeks, most notably with a substantial round at Atom Bank…….although much more funding is still required.
- By Cynical Bear |
- 8 March 2018, 04:03 |
Tern – placing; death spiral ends. Good news?
AIM-listed Tern (TERN) has announced a placing this morning, raising £650,000 (gross) at 2.55p, and that it has terminated its death spiral facility with immediate effect. This is very good news indeed. I don’t suppose shareholders will be feeling the love just yet, given the destruction of Tern’s share price since last summer, but at least the rot seems to have been stopped.
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 8 March 2018, 03:59 |
Earnings pot pourri - surprise efficiencies, greedy governments & don't burn the pizza!
Roll on the Easter break in just over three weeks I say because those of us who track, appraise and opine about corporate names from around the world have now racked up two months' worth of earnings appraisal...and still they come thick and fast in the UK. So another pot pourri offering from me.
- By Chris Bailey |
- 8 March 2018, 03:55 |
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Tom Winnifrith Bearcast: Putting Paul Scott straight, no nudge nudge wink wink, Countrywide & Purplebricks
Paul Scott is having a go at me on twitter and on the comments section here - which I publish as I believe in free speech - but I put him straight on what research means and why he is - not for the first time - applying a double standard. Come on old boy - be fair and look at the actual facts. Then I look at Vela (VELA) and what its share price says about sentiment on the AIM Casino. En passant I cover the dog Arian (AGQ) Finally a detailed look at Countrywide (CWD) - dire statement today - and where that leaves Purplebricks (PURP). Which is the bigger short? A tweet from Scott is below:
- By Tom Winnifrith |
- 8 March 2018, 02:22 |
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Eqtec halves its share price thanks to the worst death spiral deal going - arranged with a proven fraudster
I realise that the crony capitalists round at Nomad Northland have a few things on their mind, such as who will pay the wages this month, but how on earth can they have signed off on the worst death spiral deal I have ever seen where the counter-party is a man who the SEC nailed for "defrauding investors." I despair.
- By Tom Winnifrith, The Sheriff of AIM |
- 8 March 2018, 02:22 |
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UK Oil & Gas: Waseem Shakoor says "the farce will soon be over"
Having successfully shorted UK Oil & Gas (UKOG) down to 1.6p, bear raider Waseem Shakkortt still sees 65% or more downsidee from here. And he says this long running farce will soon be over. Was stated on a BB post today:
- By Tom Winnifrith |
- 8 March 2018, 02:21 |
Andalas, Alan Green's podcast and the shitty bottom end of AIM sleaze
Andalas Energy (ADL) should be issuing a statement about its own solvency and other matters flagged up HERE. This company, as it stands, is insolvent. But this is AIM so instead....
- By Tom Winnifrith |
- 8 March 2018, 01:36 |
Mirada – “confident” expected revenues from contracts to see all debts satisfied as they fall due… so what price a loan facility?
Previously writing on digital tv technology company Mirada (MIRA) in December I noted net debt of $7.6 million and that some improvement is going to be needed to turn around the balance sheet. The company has now announced that it “has entered into a secured one-year loan facility for up to £3 million... The directors are confident that as a result of its pipeline of potential new customer contracts and the expected revenues from its recently won contracts now being implemented, the company's cashflow position will improve and it will be able to satisfy all debts as they fall due”. Hmmm…
- By Steve Moore |
- 8 March 2018, 01:35 |
Jersey Oil and Gas is worth a look before it drills Verbier this summer
Jersey Oil and Gas (JOG) hasn’t had much luck in the past, having managed to get a decent sized field into production it was subsequently hammered by the collapse in the oil price.
- By Gary Newman |
- 8 March 2018, 01:28 |
IndigoVision – ‘not acceptable’ 2017 results but argues new management on a better strategic direction
Networked video security systems group IndigoVision (IND) has announced results for the 2017 calendar year including “the group's financial performance in 2017 and indeed, prior years, has not been acceptable and IndigoVision is not achieving its full potential. This has resulted in significant changes in the board and senior management… the group's strategic direction has been set to better serve our shareholders, customers, employees, partners and other stakeholders”. Hmmm…
- By Steve Moore |
- 8 March 2018, 01:20 |
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Optibiotix new contract with Fine Foods and Pharmaceuticals: More to come - Strong Buy
Optibiotix (OPTI) has announced that it has signed a production and commercialisation agreement with Fine Foods & Pharmaceuticals N.T.M. S.p.A. The agreement grants Fine Foods an exclusive license for the production and supply of five formulations containing OptiBiotix's LPLDL® strain in Europe in return for royalty payments and a commitment to maximising the financial return for both parties.
- By HotStockRockets |
- 8 March 2018, 01:16 |
Another Steel Success as Evraz Springs Back from a Nasty Loss to Enjoy a Big Profit
Hello, Share Finders. Every time Big Donald makes some statement of a financial nature, the Dow slumps. The most recent occasion it happened, he announced new US trade tariffs on steel. However, American shares usually pick up soon afterwards, as they have now.
- By Malcolm Stacey |
- 8 March 2018, 01:13 |
Dial in to a Lenigas Cuba conference call at 4 PM if you are bored
At around 4pm our time, the Great Lenigas North American Promote, LGC Capital (formerly Knowlton Capital, formerly Leni Gas Cuba, formerly…) is due to go live with an investor presentation and live Q&A call-in to the management team. As far as I can see all the Cuban assets have been written off and, these days, LGC is a company investing in cannabis plays. Whatever floats your boat.
- By Tom Winnifrith |
- 7 March 2018, 05:53 |
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Tom Winnifrith Bearcast: MySquar & UKOG - spot the difference: not all "death spirals" are the same
In today's bearcast I start with a reader complaint but then he is a tosser so who cares? Then it is onto looking at the differences between the funding facilities at UK Oil & Gas (UKOG) and MySquar (MYSQ). I am bearish on both but the differences in the two packages are instructive. I look at Nature Group (NGR), Jim Mellon's uber-ramp FastForward (FFWD) and at Purplebricks (PURP) is the Neil Woodford bubble about to burst again, as even former supporters like Paul Scott admit my analysis was right and theirs wrong.
- By Tom Winnifrith |
- 7 March 2018, 05:53 |
Nature Group – “Trading Update”, as I warned as the shares soared in November...
I first warned on Nature Group (NGR) as the shares slid to 11p in late 2014 and most recently as they recovered above 4p in November on a Strategic Partner & sale of interest in US announcement. They are now though slumping again on the back of a “Trading Update” announcement…
- By Steve Moore |
- 7 March 2018, 05:50 |
Sabien Technology – looking back over a (correctly called) Steve Moore dog
Thumbing through the top list of losers today I can’t help but notice that AIM-listed Sabien Technology (SNT) is top dog, so to speak, having dropped 36% today on no news. I wonder what is behind this drop! Does somebody know something?
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 7 March 2018, 05:36 |
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Ciaran O'Brian of William Hill you really are speaking as an unacceptable face of capitalism - re FOBT
As a libertarian I really do believe that you should be allowed to spend your money on whatever you want - it is your pocket book and your body. Drugs, guns, sex, nicotine, even books written by crooked Hillary Clinton it is all fine by me and so too is spending your own cash on a Fixed Odds Betting Terminal (FOBT) at William Hill (WMH). But the Government plans to slash the maximum you can wager on a FBOT from £100 a pop to as little as £2 because it wants tgo hbelp problem gamblers. It is nanny state. I should oppose HMG. But a BBC Radio 5 interview with Hill's spokesman Ciaran O'Brien has made me think - O'Brien really is the scum of the earth.
- By Tom Winnifrith |
- 7 March 2018, 04:18 |