I start by revealing the latest speaker at ShareStock and if you are thinking of coming please do book ASAP so I can order the right number of chairs, pizzas etc. You can book HERE. Then it is onto Cineworld (CINE), what should have happened on Friday but did not and what happens next. Then I discuss whether Marston's (MARS) is another Cineworld in waiting.

A spokesman for Ironveld Resources (IRON) denied to me yesterday that sitting on price sensitive information for at least 6 weeks during which time the share price slumped by 30% as some folks “miraculously” knew the bad news, is not doing anything wrong. “The company does not believe that it has done anything wrong”. Neither do 90% of the inmates of Wormwood Scrubs. Whatever you say Giles Clarke and Martin Eales.

Undertaking an analysis of Supply@ME Capital’s (SYME) share register is made much simpler by the use of the platform Simply Wall St.  This is an online app which is free to use for a limited number of companies.  You can obtain the following summary for the apparent current shareholders in Supply derived from public sources by Simply Wall St.  The summary analysis prepared is set out below.

As we moved into 2022, I provided two share tips of the year. Both have had recent news – one good and one not good. So what’s the situation now?

Bear raider Miles Dyson and I chatted the other day. Lucian Miers says that - apart from me - Miles is his new best buddy. His work on Audioboom (BOOM) suggesting fabricated user numbers is compelling as you can see here. But last night he unearthed a hammer blow which, as I shall explain below, will have devastating consequences for the share price.

Hello Share Mashers. As my grandpappy used to say, it ain’t what you win on shares that makes you a millionaire. It’s what you avoid losing. That’s why it’s so important to listen to bear raiders. The brave souls who speculate not that companies will succeed, but that they will fail. This is so difficult. Much harder than picking the winners I try to do. 

I end with a few words on Sharestock as I prepare the jam tomorrow. Tickets and details of our latest speaker can be found HERE.  Then onto Cineworld (CINE), Revolution Beauty (REVB) which is already making Mahmud Kamani of Boohoo (BOO) look like a prat. Again! And then Chill Brands (CHLL). Tomorrow I report another two corporate bosses tgo the regulators. That is my weekend treat!

Previously writing on company which describes itself as “a leading supplier of specialist connectors to the automotive sector”, Strip Tinning Holdings (STG), last month with the shares up to 105p I questioned just how “significant” is the new ‘nomination’? and concluded I certainly continued to avoid. The shares most recently closed at 97.5p... and now a “Contract Update” announcement.

Two days ago it fessed to considering a debt for equity swap that would see shareholders almost wiped out. Today it could, as I warned,  be even worse than that.

We have not had any hard sales data from Chill Brands (CHLL) for an eternity. We had interims to 6 months 30 September 2021 then an admission that much of the H1 revenues booked may have to be backed out when FY to March 31 numbers are eventually released. In early May there was an admission that offline sales through retailers were essentially zippo and a claim that online sales via Chill.com were up by 30% in the three months prior. 130% of SFA is still SFA.

I explained yesterday how the curse of value destroying loathsome ex Tory MP Tony Baldry was about to strike again and that Westminster Group (WSG), where his chairmanship has seen a 5 year 90% share price collapse, was set to do another bailout placing. On reflection, the numbers presented are misleading and the merde in which this company is drowning is far greater than folks realise. Let me explain.

The financial adviser to Predator Oil & Gas (PRD), Peterhouse Capital has already resigned because of the share dealings by Mr Griffiths and it may well have contacted the FCA – as the regulator ( no sniggering at the back) of the Standard List and the guardian against financial crime ( STOP sniggering!) about the matter. Just in case it has not, I have written today.

The real problem Advanced Oncotherapy (AVO) faces, as I explained here, is that there is not enough demand for its Harley Street proton centre to make a profit even when its LIGHT system is up and running. But for now, LIGHT is not up and running, the company is guzzling cash and that brings us to today’s latest keep the LIGHTs on fund raise. Advance really is taking the piss with its excuses.

We all know that the macroeconomic backdrop will be somewhat different during the 2020s than what we saw in the 2010s. I am sure it will worry some investors, but maybe one advantage of being a bit old is that you have seen plenty of stuff and you don’t need to read too many history books to find truly tricky times. As for your pension fund and related, it is always how you react to challenges that really matters. The same is true for a company. So, kind of interesting to see the comments from Joules Group (JOUL) this morning.

We know that investee of AIM-listed jam-tomorrow investment company Tern plc (TERN), FundamentalVR (FVRVS), raised new money via a Series B funding round as announced on 31 May 2022, and again as announced on 11 August 2022 – the second of which cost Tern £1.5 million against the book value of its investment. On 28 July 2022, Tern chairman Ian Ritchie was announced to have bought 560,000 shares in Tern. This raises an interesting question.

We noted just earlier this week on Wishbone Gold (WSBN) as the shares rose up to 14p that we continued to consider that drilling excitement and ramping building could take the shares up to a target to sell of around 20p. They are currently a bit further closer on the back of a “Encouraging Visual Drilling Results at Red Setter”-titled announcement.

Hello Share Moochers. Balfour Beatty (BBY) is a household name in the construction game. And, like all constructors, it took a nasty hit with Covid. But now its profits are almost back to pre-pandemic levels. Though in the first six months of 2022 revenue was slightly down, profit, the much more important number of course, improved significantly.

A week ago I asked cash strapped, cash guzzling, zero in waiting Parsley Box (MEAL) to come clean about its Managing Director Simon Russell. It has declined to do so so let me assist.

There was encouraging news this morning from AIM-listed Gold producer Ariana (AAU) in the form of news from 50%-owned investee Venus Minerals. Venus is supposed to be joining the AIM Casino, and as part of the deal has a conditional 50:50 joint venture ownership agreement with regard to the Apliki copper project in Cyprus, and the Mineral Resource Estimate has been upped to 17 million tonnes of measured, indicated and Inferred Resource at an average grade of 0.34% copper.

The court case docket is below. I explain what it is all about and why it could crash Asimilar (ASLR), AAA (AAA) and Audioboom (BOOM), I also look at Westminster Group (WSG) where it is placing ahoy as vile ex Tory MP Sir Tony Baldry destroys yet more shareholder value, Ben's Creek (BEN) and its placing and Predator Oil & Gas (PRD) and the mounting regulatory storm concerning Paul Griffiths. He has got to go. Finally I will announce a new ShareStock speaker tomorrow, book your seats now HERE