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I think the Pets at Home share price drop due to the RBC downgrade was overdone - long term buy and hold
The way the markets are currently it feels like there is plenty of risk in buying anything, even in the sectors that are expected to remain strong in the coming months.
- By Gary Newman |
- 10 July 2022, 18:58 |
Notes from Underground – Most read articles for the week ending 10 July 2022
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom article is Do I dump my EasyJet shares, after it screwed me so badly as a customer? by Chris Bailey at number five or number 11 if you include Bearcasts.
- By Darren Atwater |
- 10 July 2022, 18:29 |
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20 Most Listened-to Bearcasts of the First Six Months of the Year
We're halfway through the year, and that gives us a little time to reflect back on the most-listened-to Bearcasts of this past six months.
- By Darren Atwater |
- 9 July 2022, 17:45 |
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Tom Winnifrith Bearcast: Malcolm becomes a bear - I am tempted to become a bull
I start with the weekend: a pointless covid test, Jaya's christening and a possible road trip to Greece. Then, I discuss Malcolm Stacey's Damascene Conversion to the bear cause, which makes me think that I should become a bull.
- By Tom Winnifrith |
- 9 July 2022, 17:41 |
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EXPOSE: Scirocco Energy – Gneiss Work If You Can Get It! Part One
I have been peering into the world of AIM-listed Scirocco Energy (SCIR) – formerly Solo Oil (SOLO) – following a shareholder revolt which saw 36.56% of voting shareholders reject a deal to sell its interest in the Ruvuma Asset in Tanzania to AIM-listed Wentworth (WEN). 36.56% was not enough to derail the proposed transaction, but looking through the associated Circular is it hard to see what shareholders in Scirocco gain from the deal.
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 9 July 2022, 17:36 |
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20 Most Read Articles in the First Half of 2022
We're halfway through the year, and that gives us a little time to reflect back on the most-read stories of this past six months. Who would have guessed THIS would be #1?
- By Darren Atwater |
- 9 July 2022, 17:14 |
I Said Most Shares Won't be Battered by Macro Headwinds. But the Story's Changed.
Hello Share Paraders. Most folks subscribing to this glittering website will be well off. It’s no good telling me you're not. Because without disposable income, we cannot trade shares. You might borrow money to buy stock, Which is how I got started. But it’s never advisable to put yourself into hock for what might go down in value.
- By Malcolm Stacey |
- 9 July 2022, 17:11 |
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H&T Group – positive trading update and acquisition
H&T Group (HAT), the UK's largest pawnbroker and a leading retailer of new and pre-owned jewellery and watches, has announced a half-year trading update and an acquisition.
- By Tom Winnifrith & Steve Moore |
- 8 July 2022, 17:05 |
Osirium Technologies – “record half year performance for bookings and revenue”, but what about the bottom-line?
Describing itself as “a leading vendor of cloud-based cybersecurity and IT automation software”, Osirium Technologies (OSI) has issued a trading update including that it “expects to report the group's best six-month figures for bookings and revenue” and emphasising “a good pipeline of opportunity ahead, an enhanced base of deferred revenue and an ongoing trend towards privileged security procurement… an opportunity to scale the business significantly”. So what of a current share price response up to 6.25p, a £2.9 million market cap?
- By Steve Moore |
- 8 July 2022, 17:00 |
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Apologies to all potential Kingfisher shorters, the stock is definitely dull but probably worthy
I mentioned on Monday that Kingfisher (KGF) was hosting a capital markets day this week. So how did it go?
- By Chris Bailey |
- 8 July 2022, 15:39 |
Tekmar – contract win and cash collection, but are they sufficient?
Energy technology and services group Tekmar (TGP) is pleased to announce a “significant” new contract for an offshore wind farm project and emphasises it “builds on the encouraging contract momentum we have established, highlighted by the record order book of £20.1m we announced with our first half results”. So what of a current share price soaring up towards 12p?
- By Steve Moore |
- 8 July 2022, 15:10 |
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Tom Winnifrith Bearcast – Back at 3.30 AM from the Northern Ireland game
I share a few thoughts with you - truths one cannot say in public - about the game last night. Notwithstanding that, I enjoyed the match, and the Northern Ireland girls held their heads up. Then, I discuss Canadian Overseas Petroleum (COPL), explaining my Christmas sub-10p target - the shares really will halve from here. I look at Shield Therapeutics (STX), MGC Pharmaceuticals (MXC), and Science in Sport (SIS) which, at every level, looks a stinker - even after today's 22% fall, the shares are grotesquely overvalued. I explain why. Finally, I describe why Malcolm should have learned from IQE (IQE) before continuing to tip Zoo Digital (ZOO) - as he has again done, today.
- By Tom Winnifrith |
- 8 July 2022, 13:15 |
Video: The Pain for Equities Isn’t Over
If you think that the worst for shares is over, think again, says analyst Chase Taylor
- By Tom Winnifrith |
- 8 July 2022, 12:27 |
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MGC Pharmaceuticals – the share price is telling: this is an attempted ramp before a Mitchell Brothers discounted placing
MGC Pharmaceuticals (MXC) is drowning in red flags, as I exposed HERE. Moreover, it is almost out of cash, as I noted HERE. Hence, it has today announced the seventh ramptastic RNS since May 27. Seven in six weeks is pretty good going, but the recent share slump - 2.25p six months ago, to 1.1p on May 27, to just 0.975p today - is even more telling.
- By Tom Winnifrith |
- 8 July 2022, 12:21 |
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Love Hemp – which Aquis adviser will act for this one?
The aquis-listed pot play, Love Hemp (LIFE) - backed by boxer, Anthony Joshua - committed fraud in February of this year. Its adviser, Peterhouse, rightly quit, leaving the shares suspended. Today, Love has reshuffled the corporate deckchairs and is talking to a new advisor, so people can trade its shares again. Which advisor is so bent that it will act for a demonstrable fraud?
- By Tom Winnifrith |
- 8 July 2022, 11:59 |
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Shield Therapeutics – how utterly screwed it is
The first cut is the least painful. That is to say, selling when it is clear a company is fecked, is less painful than waiting to sell in such circumstances. The document today published by Shield (STX) shows just how fecked it is.
- By Tom Winnifrith, the Sheriff of AIM |
- 8 July 2022, 11:28 |
Zoo Was Late Opening but the Inmates Are Now Celebrating
Hello Share Gobblers. There were a few raised eyebrows this week when Zoo Digital (ZOO) said its full-year results would be delayed. You never know, when no further info is given, whether this sort of thing is a red flag or not. I opined that this was not likely here. I added that the share price, which stumbled on the news, offered a buying opportunity. Well, the results have now been posted only a day late.
- By Malcolm Stacey |
- 8 July 2022, 09:10 |
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Essentra – Packaging business sale agreement a “significant step” for the future?
Essentra (ESNT) has announced what it emphasises is “a significant step” to a future as a global leading manufacturer and distributor of components with a clear strategy and significant opportunities to accelerate growth and expand market share. This is with an agreed sale of its Packaging business.
- By Tom Winnifrith & Steve Moore |
- 7 July 2022, 16:53 |
Physiomics – hiring of new staff to translate to increased revenue? It looks to need to!
Biopharma technology company Physiomics (PYC) has announced its year ended 30th June performance “in-line with market expectations” and expected increased revenue this year. So what of a current share price response more than 5% higher to above 3p?
- By Steve Moore |
- 7 July 2022, 16:50 |
Deltex Medical – emphasises higher revenue, but how’s the balance sheet?!
Medical monitoring technology group Deltex Medical (DEMG) has issued a half-year trading update including “revenues for the six months ended 30 June 2022 increased approximately 9%” and that it expects to drive higher revenues. So what of a share price currently down more than 4% to 1.10p in response?
- By Steve Moore |
- 7 July 2022, 14:10 |