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Tom Winnifrith Bearcast: running through my mining juniors
Greetings from a Wales where it is too wet and cold to do much gardening which annoys me almost as much as the rugby. Then I look at the gold price, Amaroq (AMRQ), Jubilee Metals (JLP), Kefi Gold & Copper (KEFI), Bluebird Merchant Ventures (BMV), Red Rock Resources (RRR), Centamin (CEY), Ariana Resources (AAU), DS Smith (SMDS) and Legal & General (LGEN)- By Tom Winnifrith |
- 10 March 2024, 18:02 |
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BREAKING: What Neill Ricketts is doing now surely invalidating his unlawful dismissal claim as he shits bricks about the SFO and that China “deal”
Well for starters he should be shitting bricks if reports I hear about the SFO being asked to look into the supposed China MOU’s/Innovate UK Loan prove correct.- By Tom Winnifrith, the Sheriff of AIM |
- 10 March 2024, 16:58 |
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DS Smith – bid terms announced, take profits
DS Smith (SMDS) has stated it is “pleased to announce” that it now has “reached an agreement in principle on the key financial terms” for an offer by Mondi (MNDI) at “an implied value of 373 pence per DS Smith share”. So what now of shares in DS Smith currently up to 344.3p to sell?- By Tom Winnifrith & Steve Moore |
- 10 March 2024, 16:14 |
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Sunday Long Reads: Murder by Gang, F1’s Velvet Curtain, Robot Pizza, Art Fraud, Texas Theocrat
Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?
- By Darren Atwater |
- 10 March 2024, 11:47 |
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The View From The Montana Log-Cabin As Gold Smashes Through The Glass Ceiling And A Quick Round-Up Of My Bigger Holdings
Gold finished the week at the lofty height of $2,179 – almost $100 up on last week’s $2,082. It also put in a new all-time high at $2,195 as it smashed through the resistance of a thirteen-year “cup-and-handle” formation and looks set for further gains. The big Gold yawn certainly has ended!- By Nigel Somerville |
- 10 March 2024, 11:47 |
Visual Aid: Wealth Needed to Join the Top 1%, by Country
The last decade has witnessed a remarkable surge in the global number of millionaires. By 2022, 1.1% of the world’s adults were millionaires, up from 0.6% in 2012. In this infographic, we illustrate the net wealth required to enter the club in selected countries and territories. The data is sourced from the Knight Frank Wealth Report 2024.
- By Darren Atwater |
- 10 March 2024, 11:46 |
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The ShareProphets Sunday Pub Quiz #231
It's time for the ShareProphets Sunday Pub Quiz.. There are no prizes! And remember, no Googling!
- By Darren Atwater |
- 10 March 2024, 11:45 |
Notes from Underground – Most read articles for the week ending 9 March
Here are the most read articles and the most listened-to Bearcasts over the past seven days. The most read non-Quiz, non-Tom article last week is Steve Moore with Jaywing – “the lenders remain extremely supportive”. Er, do they really?… at No 2 or No 10 including Bearcasts.
- By Darren Atwater |
- 10 March 2024, 11:44 |
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Tom Winnifrith Bearcast: the rugby, base rates/mortgage rates Optibiotix and those feckers from Yorkshire
The podcast starts with my, improving, health, a divided family watching the rugger soon, base rates and mortgage rates and then finally Optibiotix (OPTI) and those feckers from Yorkshire. Apologies to Nigel Wray for all sorts of things in this podcast.- By Tom Winnifrith |
- 9 March 2024, 16:00 |
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Video: Dominic Frisby explains how the housing market works
He may be a twitter schmuck but the video below from my pal Frisby is genius.- By Tom Winnifrith |
- 9 March 2024, 14:20 |
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Elementis – 2023 results, an already winning share tip with more to go
Specialty chemicals for product performance and personal care company Elementis (ELM) has announced its results for the 2023 calendar year emphasising “resilient financial performance, material deleveraging and dividend reinstated” and 2024 “good start to the year”. The shares are currently up towards 140p from our 125.8p offer price tip in January, but there looks further upside ahead.- By Tom Winnifrith & Steve Moore |
- 9 March 2024, 11:29 |
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Water Intelligence – a now value Buy
Minimally-invasive water leak detection and remediation services company Water Intelligence (WATR) last month issued a trading update noting continued sales and profit growth despite the macroeconomic volatility and “2024 with momentum for growth”. With the shares though well down having been heading to above 500p a year ago, we consider them to offer strong value.- By HotStockRockets |
- 9 March 2024, 10:48 |
The Black Horse Gallops Ahead - and I should Jolly Well Think so, too
Hello Share Shufflers. This old punter struggled to find you a deserving, but overlooked, small capper this week. So I return to a well-traded penny share, Lloyds Bank (LLOY). The Black Horse has been galloping ahead, putting on nearly 20% since a low point on February 13th. But it’s still a long way from its post 2008 bank crash best.- By Malcolm Stacey |
- 9 March 2024, 10:48 |
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SRT Marine Systems – deliveries slippage risk… so change of year end?!
Previously writing on maritime surveillance systems and navigation safety products company SRT Marine Systems (SRT), in June last year with the shares down towards 51p I noted cash flow and valuation concern and to continue to avoid. The shares most recently closed at 31.6p and now a “Change of Year End and Business Update”-titled announcement.
- By Steve Moore |
- 8 March 2024, 16:28 |
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Tom Winnifrith Bearcast: 2 stocks I tipped get bid approaches, where will I put my winnings?
In today's podcast i start with my poor health and end up with a note about the rugby tomorrow. Come on Ireland! In between I discuss DS Smith (SMDS), Mattioli Woods (MTW), Legal & General (LGEN), Centamin (CEY), Amaroq (AMRQ) and Tirupati Graphite (TGR)- By Tom Winnifrith |
- 8 March 2024, 14:48 |
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All the talents in one room, proven losers swap ideas
The subject was green energy. And those in the meeting were a man who has destroyed 99.99% of shareholder value and a woman whose party will get wiped out at the next election. All the winners in one place.- By Tom Winnifrith |
- 8 March 2024, 13:30 |
Vesuvius – 2023 results, still income and earnings-based value from this winning share tip
Molten metal flow engineering and technology company Vesuvius (VSVS) has announced its results for the 2023 calendar year and that on an underlying basis it expects to make moderate progress in 2024 and stronger progress beyond that with its innovations and significant capacity investments in growing markets. What of that with a share price up from our 417.8p offer price tip last year to a current around 470p?- By Tom Winnifrith & Steve Moore |
- 8 March 2024, 13:17 |
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Why havn’t Canadian Overseas Petroleum shares been suspended by the FCA? By its own admission its now bankrupt as of TODAY!
I am not sure if any bulletin board morons are still discussing takeover bids that make them rich beyond their wildest dreams. But surely, as by its own RNS admission, Canadian went bust this week the shares should be suspended now. I remind you of the RNS from 22nd February.- By Tom Winnifrith |
- 8 March 2024, 12:50 |
Video: The World Shifts to Gold – Challenging the Dominance of US Assets
Private trader and newsletter publisher Kevin Muir kicks off with bubbles as do many gold bulls.- By Tom Winnifrith |
- 8 March 2024, 11:59 |
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Manolete: when is the bailout placing?
It is just under four years ago when we published a major red flag dossier on Manolete (MANO), a “pound shop Burford.” The shares were then 515p and natch the company and its spin doctors rubbished my analysis. The shares are today 117.5p and falling. Stevie Wonder can see the writing on the wall: the company needs a bailout placing fast.- By Tom Winnifrith, the Sheriff of AIM |
- 8 March 2024, 10:56 |