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Latest News

KGF
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So many key outstanding questions for any (prospective) Kingfisher shareholder

Back in November I observed that below a 300p share price it might be worth having a look at Kingfisher (KGF). Thanks to the market volatility of the last three months we have been at that level, but there have been other stocks I have been more interested in. So what do I think after today’s first quarter trading update?

INCE
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SHOCKER FROM THE AIM SEWER: Ince, the timing of today’s profits warning appears almost fraudulent

If I were a shareholder in corporate advisor, Arden (ARDN), and had, in late April, swapped my stock for shares in legal and accounting firm, Ince Group (INCE), I would be calling my lawyer right now; Ince has only just released a profit warning for the year ended 31 March 2022.

BIDS
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BREAKING: Bidstack’s new investor of PPE useless covid masks infamy doesn't give a FF about disclosure rules

Today, Bidstack (BIDS) has surprising news of a new investor. Well: shit attracts flies. Why would anyone buy shares when the company’s FY results, out just a few weeks ago, explicitly warned of a looming cash crisis? Step forward, Timmy Horlick; let me explain.

CWR

Ceres Power Shares its Name with the Goddess of Agriculture and its Green Technology should Fertlise its Share Price

Hello Share Swingers. A green company I’ve commended to you before has suffered what I think is an unfair correction to its share price. I bought the shares for about £3 back in the day. They rose to above £15, but have wobbled back to now below £7. And yet the company’s fuel cells could be extremely useful to companies taking advantage of the backlash against mucky fuels.

Bearcast
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Tom Winnifrith Bearcast: I don't give a feck what Nick Train says about Hargreaves & Neil Woodford, he misses the point and has called this horribly wrong

I start with the cows, my red face and pain. Read all about it HERE and then urge you to leave the 95% and make a donation to Rogue Bloggers for Woodlarks HERE. Then I discuss Hargreaves Lansdown (HL.), Neil Woodford and whining underperforming fund manager Nick Train of Lindsell Train

Gold

Video: The Most Bullish Precious Metals Setup in my 38-Year Career

Analyst Peter Grandich says his  clients tell him that it’s difficult to get goods and prices are rising quickly. Yet, the Fed’s ability to deal with inflation seems limited.  Peter says that the lockdown created secondary effects on supply chains, and now things are becoming compounded with China and Russia and the Fed’s tools are largely useless at correcting this situation.

RMG
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Leave Royal Mail shares to the experts

Back in November last year I wondered if I was going to choose Royal Mail (RMG) as a new buy for 2022.  But when it got the end of December the share price had risen from about 430p to approximately 520p and hence I was happy to keep on ignoring it. So why did Royal Mail shares react badly to its numbers last week, meaning their year-to-date fall is now nearly 40%? It is a good job then that I decided to ignore the share late last year…but is it a potential buy now?

Gold
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The View From The Montana Log-Cabin As Gold Stocks Are Pulled Down

Gold has had a pretty terrible few weeks: back in late February it spiked to $2050 and then hung around in the mid-$1900s until the end of April. Now it has been challenging $1800 from above and closed the week at $1847. Of course, in the context of being just $1200 for years ago the yellow metal has done well, but given all that money-printing and rampant inflation one might have expected more of late.

Quiz
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The ShareProphets Sunday Pub Quiz #142

Grab a cup of tea, sit back, and test your knowledge against the other ShareProphets members. Write your score in the comments, there are no prizes, and most important of all – no Googling!

Professor
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Sunday Long Reads: Missing Treasure Hunters, Lehman Bros. Finale, Who owned Einstein's Face?, Tokyo Coke, Invisible Cloaks

Here are five long reads that have nothing to do with shares. Put the kettle on, find a comfy chair. You have the time, don’t you? 
 

Top-10

Notes from Underground – Most read articles for the week ending 21 May 2022

These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom article is How is Rolls-Royce getting on? by Chris Bailey at a non-leaderboard Number 12 or Number 18 if you include Bearcasts.

ZYT

Zytronic – interims, well positioned for recovery: BUY

Touch sensors manufacturer Zytronic (ZYT) has announced results for its half-year ended 31st March 2022 and that, whilst there are headwinds, it “remains well positioned to progress in its recovery, particularly now as the global sales and marketing activities resume”.

SEED

Seed Innovations – investee company updates and still other IPO potential: BUY

Seed Innovations (SEED) is pleased to note that the company in which it holds 7,324,796 shares, Little Green Pharma (ASX:LGP), has announced its largest single-strain offtake quantity contract to date, with a minimum take or pay commitment of $7.5 million over 30 months." This follows the company in which it holds 4,427,609 shares, Yooma Wellness (CSE & AQSE - YOOM), announcing that its fourth quarter saw revenue of US$5.3 million, exceeding previous forecasts”.

Bearcast
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Tom Winnifrith Bearcast: UK Investor & harassed by a herd of cows leaving me in utter agony

I was not at the show, but have had feedback. What were your takeaways from Vin Murria, Adam Reynolds, Nigel Wray et al? Please do post in the comments section. Instead, I was on a 23-mile walk. I report on the good news and also how, thanks to a herd of cows, I am in complete agony tonight. Photos tomorrow, as bed beckons. Think of my complete pain and, if you are among the 95% of listeners yet to donate, please do so HERE.

Bull

The Shares You should Choose and the Ones You Might Want to Shun

Hello Share Placers. Now that folks seem to take Covid in their stride, with few bothering to wear masks any more, you might think the best sectors in which to buy shares stay unchanged. But that’s not the case. Some companies face better prospects post pandemic and some risk a bleaker outlook.

STG

Strip Tinning – director share purchase doesn’t inspire recovery confidence...

Previously writing on supplier of specialist connectors to the automotive sector Strip Tinning Holdings (STG), earlier this week I noted the shares down to 115p from a 185p AIM IPO little over three months earlier after a trading warning, though the company stating “great care is being taken to ensure that overheads are reduced where appropriate in line with lower than budgeted sales… in addition, the company is currently putting through a number of price rises across its product range”. And now a director share purchase. Good news?...

Bearcast
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Tom Winnifrith Bearcast: slagging me off in an interview won't land you a job

Tomorrow's training walk really will start at 4.30 AM. I promise. If you are among the naughty 95% yet to donate, please do so HERE. After that, there is more work on the Ha-Ha, ahead of a new idea which I will announce next week. I start with how NOT to get a job, when I was the one who got you an interview! I end with why this year, it will be I, not Malcolm, who calls the housebuilders right. In between, I discuss a share my SIPP bought yesterday; the fund and games with Vin Murria at M&C Saatchi (SAA); Cellular Goods (CBX); and THG (THG)

DMTR

DeepMatter – contract announcements, attempted ramptastic?...

‘Digital chemistry data and software’ group DeepMatter (DMTR) states that it is “delighted” to be working with Springer Nature to provide the “leading global research publisher” with products and services making sharing research data faster, easier and more impactful. So what of a current more than 4% higher share price response to 0.12p?...

Gold

Video: Stay in cash now, look to buy gold in H2

Analyst, Chris Puplava, argues that Fed rate hikes don’t always result in recessions. He believes there is no spare capacity to compensate for a slowdown and, therefore, the Fed is limited in its ability to control inflation. The November elections are always a factor, and he doesn't expect the Fed will tighten aggressively into the fall. Mortgage rate hikes, he argues, are already impacting the housing markets, as the interest rate pain threshold has been more pronounced with every debt cycle.

WRKS

TheWorks.co.uk plc – reckons can deliver further sales growth… but consumer pressures starting to bite?

Arts, crafts, toys, books and stationery retailer TheWorks (WRKS) has issued a full-year trading update including “trading performance… well ahead of pre-COVID levels… net cash of £16.3m… Dividend re-instated; the board expects to recommend a dividend of approximately 2.4 pence per share alongside its FY22 results in September and maintain a progressive dividend policy thereafter”. With though also the EBITDA forecast only “reiterated”, what of a current more than 13% increased share price to 57p?...

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