From £6.99 per month
ShareProphets
The one stop source for breaking news, expert analysis, and podcasts on fast-moving AIM and LSE listed shares

MINDING THE LSE’S BUSINESS

Join for as low as £6.99 per month

With ShareProphets’ membership, you receive:

• All premium articles

• Tom Winnifrith’s Bearcast

• Access to all the entire nearly 10 year archive

• ShareProphets Daily Newsletter

Latest News

DX

DX Group – full-year results, and after corporate governance shambles Chairman ‘retires’

Previously writing on parcel freight, secure courier and logistics services group DX (DX.), last month I noted following two years corporate governance shambles, a Chairman change EGM notice. So what now with results for its year ended 2nd July 2022?

MOON
premium content

Surely Moonpig is a short at 171p?

What am I missing dear readers but surely a company that sells extraordinarily expensive personalized greeting cards and a range of gifts in Britain and Holland must be at risk of a slowdown in discretionary consumer spending? I refer to Moonpig (MOON), a company whose valuation discounts no such slowdown so ahead of interims on December 7 should you go short? 

BSFA
premium content

Why isn’t Malcolm tipping BSF Enterprise?

It is right up his street, as a vegan extremist, in what it does. It also taps into an unproven market, is guzzling cash and has a joke valuation. What more could Malcolm want?

CRPR

James Cropper plc – interims, sufficiently “strengthened” growth prospects?

Writing on paper products and materials company James Cropper (CRPR) last month with the shares down to 850p I concluded that at least ahead of some bottom-line evidence of the argued significant growth prospects, still avoid / sell. The shares last closed at 915p, but are currently down to 845p on the back of half-year results.

IMB
premium content

Time for me to sell some of my Imperial Brands shareholding (and take some really good profits)

Here we are with the year to the end of September full set of numbers from Imperial Brands (IMB). Last month I observed it was going to be a big moment for me as the company’s share price is kicking around my twenty quid target price. And all of this has been augmented by the company also paying an excellent dividend since I got super-excited about the stock about a couple of years ago. All kind of interesting for a lifelong non-smoker like me.

G4M

Gear4music – interims, how much “confidence” does its latest update really give?

Online musical instruments and music equipment retailer Gear4music (G4M) has announced results for its half-year ended 30th September 2022 and that “trading in October and November to date gives the board further confidence that results for the financial year will be in line with the recently updated consensus market expectations”. So what of a current just above 100p share price?

TSCO
premium content

Tesco – a 250p+ share price target after recent interims?

Shares in Tesco (TSCO) were above 270p as recently as August but have fallen back significantly as it faces clear macro challenges. However, it has a long track-record across economic conditions and we consider the share price fall has been too extreme.

CBOX
premium content

VINDICATED AGAIN: CakeBox: Dismal interims, don’t believe in the jam promised tomorrow: Told y'all!

Cakebox (CBOX) has already warned that results for the six months to 30 September would be piss poor and it did not disappoint but folks who have lost a packet ignoring our numerous red flag warnings had a straw to clutch at, one covered with jam tomorrow.

Atomic

Video: The Road to an Energy Crisis

Author and historian James Meigs will be a familiar face if you watch "Abandoned Engineering" on late night TV but he is a serious scholar.

SOLI

Solid State – “significant client” contract award, but how significant in terms of financial outperformance?

Electronics for specialist and harsh environments company Solid State (SOLI) has announced a “£7.3m Defence Contract with NATO”, with divisional MD Matthew Richards emphasising “it is pleasing to be announcing this award with such a significant client”. So what of the shares currently further up to 1270p?

Bearcast
premium content

Tom Winnifrith Bearcast: Time to switch my email off for a week thanks to 'arry Adams

In today's podcast i discuss Kefi Gold & Copper (KEFI), Pantheon Resources (PANR), the residential housing market, Purplebricks (PURP) and the housebuilders and retailers in general, Sosandar (SOS), Joules (JOUL), Made.com (MADE) and Boohoo (BOO). I reference an articlle on greedy nurses and different types of averages and how they mislead HERE

SRT

SRT Marine Systems – interims, emphasises “profit” but what about cash flow?

SRT Marine Systems (SRT) has announced results for its half-year ended 30th September 2022 emphasising “revenue increase to £18.8m (H1 2021 £4.7m)… £2.1m - profit after tax (H1 2021 Loss of £3.1m)… we expect this trend to continue going forward driven by fundamental long-term demand drivers for maritime domain awareness”. Sounds good – and what of a current 5.5% share price rise to 48p, an £86.7 million market cap?

PURP

Rightmove: another survey showing Purplebricks toast and housebuilders facing torrid times

After the shocker from RICS the other day, here, Rightmove’s (RMV) latest survey of the UK housing market makes for more grim reading.  If you are still a shareholder in Purplebricks (PURP), which could not make money in the good times and so must now be spunking cash daily, why do you have a financial death wish?

JOUL
premium content

Joules – to call in administrators, hopefully the warnings here rather than the bullshit of management were heeded!

A share price already down from a 160p 2016 AIM listing price to 10.5p when I wrote a week ago on Joules Group (JOUL) already told much, but it argued “good progress in defining and delivering its turnaround plan as well as continuing its focus on cost control and cash management” and “active customers are in growth, and brand health and awareness KPIs, which reflect consumer perception of the brand, have remained strong”. However, I argued that the financials meant I can understand why discussions re. Next plc (NXT) acquiring an equity stake “ceased” and to avoid / sell. Now from the group “Intention to Appoint Administrators and Suspension”.

KEFI
premium content

My fellow Kefi shareholders – sorry but some of you are very dim indeed!

In October Kefi Gold & Copper (KEFI) announced, in another delay, that it would get financial sign off for its Tulu Kapi scheme in “mid November”. Today, on the 14th, some of my fellow shareholders are cacking their pants. Why? Just how dim are you?

WG
premium content

As it pays out a litigation settlement, don’t forget Wood Group’s capital markets day later this month

A new week, a new suspension, as Joules Group (JOUL), the “true premium lifestyle brand with an authentic heritage”, announced an “Intention to Appoint Administrators and Suspension of Trading in Shares". Is it a huge surprise? Not really (and you can see now why Next plc (NXT) decided not to take a stake a few months ago). Meanwhile, and back to shares I do actually own, I see that Wood Group (WG.) is handing out $115 million in a “Settlement of Enterprise litigation case”. But the shares are only down 1% or so today.

BME

The Wonder of Woolies Might Keep the Share Price Bubbling for this Cheery Retailer

Hello Share Collectors. This old punter won’t be the only one to remember with affection the old Woolworth’s stores. They were a treasure house in my fifties childhood and a great supplier of needs, both luxurious and essential. In my adulthood, I even have one of the pick n’ mix containers as a souvenir. Today’s choice for your further inspection is a bouncy high street retailer that seems to pursue a similar market.

Bearcast
premium content

Tom Winnifrith Bearcast: All hail Pete Brailey as other bears wake up to his Pantheon genius

I start with Muddy Waters, Pete and Pantheon Resources (PANR). Then on to ouzo man and his bear calls on Boohoo.com (BOO) and AO World (AO). Finally onto the blow up of FTX and Almeda Research and what that tell us about crypto and NFT hype which is now bursting.

KEFI
premium content

Kefi Gold & Copper shares to double by Christmas?

Kefi Gold & Copper (LSE:KEFI), a gold and copper mine developer with projects in Ethiopia and Saudi Arabia is a company whose shares we think could double by Christmas and here is why.

AAU

Ariana Resources – updates on potential catalysts in Turkey, Buy

Ariana Resources (AAU) has issued an update on the work programmes in Turkey it has interests in, emphasising that it is “highly encouraged by the simultaneous and substantial progress being made” on the projects by its 23.5%-owned joint venture.

Subscribe to our newsletter

Daily digest of our latest stories.



Search ShareProphets

Market News

Complete Coverage

Recent Comments

Most Read in the Past Seven Days

That Was the Week that Was

 

ANP

Anpario – a recovery Buy?...

Thursday »

Cat_Fixing_Lightbulb

Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

Time left: 08:26:49