CyanConnode (CYAN) has announced results for the first half of 2017, including “we are delighted with the progress made during the period”. Good, good. Oh what? Already down from above 0.20p at the start of the year, the shares further lower at 0.16p? Hmmm…

I still really do not understant bitcoin but it seems to grip fellow libertarians like Dominic Frisby and, in this case, resource guru Doug Casey. In this Palisade Capital podcast, Doug discusses the commodity markets and why the most important thing is what they do cyclically. Most commodities are down 50% since 2011 and the dollar has lost 20%. Commodities remain quite cheap, particularly gold, silver, and copper. He discusses Junior miners and why now is a good time to get into these markets.

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Mr H Khan appears not to realise that tweeting out boasts about how his FTSE short paid out thanks to London, i.e.the terrorist attack at Parsons Green, is more than a bit tasteless. I tweeted a suitable reply as you can see below.

Wishbone Gold (WSBN) has announced results for the first half of 2017, including an update on the initial funding-and-supply roll-out in Honduras and that “discussions are currently underway with two African nations to set up similar programs”…

Hello Share Markers. The fact that you now have to pay £6 a month to read my modest articles, means that some of my regulars are no longer with us. Trouble is they lose out on all the other learned articles - including the dire warnings - and that could cost them thousands of pounds. Still, nearly every one on this planet is penny wise and pound foolish. And I don’t like paying for internet content either. It’s just that investing in shares is too dodgy not to have the best independent advice going. 

Hugh Hendry was one of the funniest and articulate of fund managers and for a while his Eclectica funds delivered - as bears - spectacular returns. But Mr Market went against him and he has now closed up shop with his main fund worth a meagre $30.6 million. His final parting shot is a letter in which he has given up on fighting fake news. Over to the great man

In today's bearcast I take a detailed look at Allied Minds (ALM) another Woodford disaster waiting to happen and then at 60% overvalued Blenheim Natural Resources (BNR). I comment on accident prone DX Group (DX.) before asking where's Debbie gone? Yes has the Milestone (MSG) boss been resigned already?

Shares in Tungsten Corp (TUNG) are currently edging higher, above 60p, on the back of an AGM trading update – this though comparing to above 70p as recently as June and approaching 400p in 2014…

Companies that tell lies to investors are ones that should be avoided like the plague. If you pick a company up on one lie the odds are that there are stacks of others going undetected. That brings me to Applied Graphene Materials (AGM) where I will demonstrate a slam dunk lie. Then we will turn to its looming cash crisis.

Shares in AIM-listed Advanced Oncotherapy (AVO) are still languishing well below the par price of 25p and the company must surely by now be running pretty low on cash. But a look at the FY16 accounts throws up some interesting questions over remuneration.

First the disclosures. No 1. We own stacks of these shares (bought at 4p) but will not sell until the shares are north of 10p. No 2. Hotstockrockets tipped them at a 4.25p offer and has them as a STRONG HOLD -I think certain colleagues are too cautious. Now over to cybersecurity play Falanx (FLX) which has recently served up a cracking trading statement and a cute little acquisition. Falanx says that in the run up to its half year end  (30 September) it has won "significant new sales contracts with recurring revenue... Remains on course for operational breakeven this financial year." It repeats that "business on track to reach breakeven during the financial year with sufficient cash to see all current operations through to profitability."

Graphite play Directa Plus (DCTA) was not one of the better new issues of 2016. Nomad and broker Cantor Fitzerald earned a good few shekels raising it £12.8 million at 75p in May 2016. The shares roofed it to 200p but the crashed to 32p by early August this year. At that point Cantor's decided to earn its shekels as retained broker with analyst William Game (pictured below) upgrading his stance from corporate "hold" to "buy". Paid for rampers Proactive reports:

I covered the trading update for the Woodford-backed Eve Sleep (EVE) HERE but with interims out this week, it is worth taking a closer look to assess progress in its maiden year on AIM. In summary, I would give it a B+ grade for execution but only a D grade for “ability to show there is a viable business model here” and would keep a watching brief for now. Doesn’t stop Neil Woodford getting stuck In some more though – natch

In his private email to clients this morning Andrew Monk of VSA, broker to Columbus (CERP) brings charts from yesterday's AGM presentation and uses them to explain why he sees the shares, he first tipped at sub 2p,  roofing it. He is not the only fan...but first to Monkey who gushes: 

I was smiling for much of yesterday having read the announcement from Monchhichi (MCC) about its proposed cancellation from AIM and a move to the Sub-Standard segment of the Main Market. Let me explain why.

Once again, Tim Martin of JD Wetherspoon (JD) has let rip with a devestating attack on the EU and its attitude to Brexit. It comes as JD unveiled a 43% increase in Full Year Profits achieved, as the fake news broadcasters at Channel 4 and the BBC would say "despite Brexit." Over to our hero of the day, Tim Martin:

Hello, Share Scrappers. One of Blighty’s most tricky shares, IQE (IQE) is still causing consternation in Shareland. After a long period of rising almost every day, there is some retracing going on now. I sold all my shares at 140p. Since then I’ve bought half of them back at around 155p. This was a mistake. But I’m not blaming myself because the good publicity for the microchip company keeps rolling in.

Shares in AIM-listed Frontera Resources (FRR) have been zooming ahead. Having raised the princely sum of £750,000 (including £250,000 from directors) one might wonder how much of that cash is left over already. That helped pick the stock up from a low point of less than 0.1p per share, but the news that apparently got things really going was the announcement that it has updated its website. Really?

AIM-listed Nyota Minterals (NYO) seems to be leaving things to the wire with reference to the appointment of a new Nomad to replace Beaumont Cornish. The deadline falls over the weekend which presumably means that the guillotine should fall tomorrow if there is no news by close of play.