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Table of shorted AIM shares - end September 2016
From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of September (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last month...
- By Steve Moore |
- 11 October 2016, 09:25 |
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Enquest looks cheap compared to its peers
Oil has been enjoying a good run over the past couple of months and many producers have seen that rise reflected in the share price of those companies.
- By Gary Newman |
- 11 October 2016, 09:22 |
Waterman says it is optimistic, up to a point we suppose ( One we got wrong)
Bulletin Board Morons never get it wrong. That is why despite being multi-millionaires they spend their days imparting wisdom to others on the LSE Asylum. We however are mortal. Here is a share tip Steve and I got wrong. It happens.
- By Tom Winnifrith & Steve Moore |
- 11 October 2016, 09:08 |
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Tom Winnifrith Bearcast - I am such an ffing feminist & is Justin the Clown always a red flag?
The reason for that is revealed at the end of the podcast. Before that I look at Gable (GAH), Entu (ENTU), Gulf Keystone and a stock ramped by Justin the Clown, Global Energy Development (GED). Does an endorsement from the Clown mean that the shares might not be cheap?
- By Tom Winnifrith |
- 11 October 2016, 08:47 |
RedstoneConnect – half-year results, shares still too expensive?
Having previously considered the valuation of RedstoneConnect (REDS, formerly Coms) looked rich, but the company’s growth potential exciting, I note results from the company for its half year ended 31st July 2016…
- By Steve Moore |
- 11 October 2016, 07:45 |
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Igas – tick tock, tick tock, as bonds slip it’s almost covenant breach o’clock
For all the positive news of late regarding permits for the fracking industry (even if its own application for planning permission from Notts County Council saw the decision deferred to next month), AIM-listed drowning-in-debt Igas (IGAS) still has the pressing problem of staying within its bond covenants. The company stated in its interims to June 2016, released on deadline day of 30 Sept, that it was expecting to breach its daily liquidity covenant in the second half of October – that could be as early as next Monday.
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 11 October 2016, 06:32 |
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The weirdest LinkedIn profile ever...Brokerman Dan joins facebook for grown-ups
LinkedIn, aka Facebook for grown ups is where those in the business world connect with each other and oggle good looking PR birds from the world of commerce or humourless left wing lawyers who look like a squirrel. In your profile you say what you are good at and joining LinkedIn today we have Dan Levi, aka BrokermanDan. Now just look at his profile - it has to be the most unusual out there. Whatever else you say about him, Levi can be quite amusing.
- By Tom Winnifrith |
- 11 October 2016, 05:26 |
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Audioboom - Horseshit Trading Update from cashburning central
Later today I shall record another most excellent Bearcast using the Audioboom (BOOM) platform which to date appears to have generated advertising revenue for me of er...nothing at all. That is somewhat below what I was led to expect but who cares, I bring you my expletive ridden thoughts for the sheer pleasure of it. Let's start early today with the tourette's: The Audioboom trading statement is just plain shite.
- By Tom Winnifrith, The Sheriff of AIM |
- 11 October 2016, 04:51 |
Nanoco – full-year results; claims “excellent position”, but actually en-route to cash crunch ahoy (again)?
Nanoco Group (NANO) Chairman Dr Christopher Richards considers it “a pleasure to be introducing Nanoco's results for the year to 31 July 2016”. The shares are currently more than 6% further lower, at 55p, in response…
- By Steve Moore |
- 11 October 2016, 04:33 |
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Zac "The Knife" Phillips explicit warning on Gulf Keystone
The City's top oil analyst, Zac "the Knife" Phillips of SP Angel has today issued a stark warning on the risks in holding shares in Gulf Keystone (GKP). As it happens I think Zac is being rather too nice on this occassion, he misses a trick. First to Zac, with the shares now trading at 2.23p, but, he warns, worth as little as 0.65p. "The Knife" writes:
- By Tom Winnifrith |
- 11 October 2016, 03:25 |
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Tern – basis of valuation of investment in Device Authority Limited
We have challenged Tern (TERN) repeatedly on the basis of its valuations of its investments previously. Well now we have accounts out for its major investment, Device Authority.
- By Tom Winnifrith |
- 11 October 2016, 03:12 |
EasyJet Is No Easy Bet while the Pound Flies Low
Hello Share Plinkers. The old memory is not what it was, but I think I may have commended Easyjet (EZJ) to your further researches not so long ago. But stories change all the time, as Uncle Tom often reminds us, and circumstances have altered over the budget airliner.
- By Malcolm Stacey |
- 11 October 2016, 01:14 |
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Tom Winnifrith Bearcast: Gays, Statistics, Conman Windham, & Apps for halfwit millennials
I start on the issue of hate crimes against gays and Brexit and the Guardian just showing it does not understand data analysis as it spreads palpable lies - see HERE. Then it is onto comedy central with Conman Windham and apps for millennials via Valiant Investments. You really could not make this up. I comment on Eurasia Mining (EUA), Golden Saint Resources (DOGWITHFLEAS), Pittards (PTD) and Kefi (KEFI).
- By Tom Winnifrith |
- 10 October 2016, 09:02 |
Richoux Group – review as shares soar on appointment of founder and former CEO of Prezzo
Shares in Richoux, Dean's Diner and Villagio restaurant group, Richoux (RIC) are currently soaring more than 40%, to above 30p (capitalising the company at approaching £28 million), on the back of a “Board Change” announcement…
- By Steve Moore |
- 10 October 2016, 07:58 |
More horseshit from Phil Letts and Blur - when's the placing?
Hello Sailor! Coooeeee - that looks really big. Are you excited yet? Oooh what an interesting release. Yes Phil Letts at Blur Group (BLUR) has again announced information which even he knows is utterly insignificant. Phil can see that his share price is drooping rapidly ahead of the next bailout placing and is desperate to get it up.
- By Tom Winnifrith |
- 10 October 2016, 07:06 |
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FinnAust - a dose of reality? Bearish note
FinnAust (FAM) has been one of the soaraway success stories of the AIM casino in 2016 but the market cap is now c£50 million. Is that a tad ahead of events? Align Research normally pens bullish note on stocks where it has a, fully declared stake, and where it is compensated by the company. I doubt FinnAust paid for this note which is very bearish indeed.
- By Tom Winnifrith |
- 10 October 2016, 06:27 |
Video: Paul Atherley of Berkeley explains why a low uranium price is good news
This is not a bad video and is quite interesting on both the market and also the very clear bull case for Berkeley. It is short as well so if you are a Berkeley Energia (BKY) fan it is well worth watching.
- By Tom Winnifrith |
- 10 October 2016, 05:14 |
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Tom Winnifrith Bearcast Special - The Sefton pantomime has started all over again
Cry aceeed! Over the weekend Nigel published the proposals made by flip flop Ben Turney for Sefton Resources (SER) and Teathers (TEA). Yup the longest running pantomime on the AIM Casino is back in town. Some of the ideas suggested are just plain crackers. Truly when you thought this farce could not get any more surreal it just did. Others are actually very sensible. I try to cut through the farce to suggest what should happen.
- By Tom Winnifrith |
- 10 October 2016, 05:00 |
Surface Transforms – full-year results; management ‘confident’ and ‘excited’, market response less so…
Developer and manufacturer of carbon ceramic products for the brakes market, Surface Transforms (SCE) “is pleased to announce its preliminary results for the year ended 31 May 2016”. The shares are currently 7.5% lower, at below 25p, in response…
- By Steve Moore |
- 10 October 2016, 04:43 |
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Telit - now the biggest short on AIM?
There are many smaller companies on AIM that are heading for zero as they are either almost out of (other folks) cash - Avanti Communications (AVN), IGAS (IGAS) or are plain frauds like African Potash (AFPO) nor Cloudtag (CTAG). But if you are a looking for a big company with plenty of borrow that is ripe for a share price collapse look to Israeli tech stock Telit (TCM). At 278p the market cap is a monstrous £321 million, call it $400 million. That is a rum n coke.
- By Tom Winnifrith, The Sheriff of AIM |
- 10 October 2016, 04:29 |