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Tern – It’s a Very Wyld World
I’ve been taking a look through the annual report from Wyld, AIM-listed Tern’s second largest investment, for calendar 2021. Needless to say, there was no announcement form Tern over this…..
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 24 May 2022, 16:04 |
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Tom Winnifrith Bearcast - 2 great pretences
In today's podcast, I discuss Asimilar (ASLR); Dev Clever (DEV); Simec Atlantic (SAE); Powerhouse Energy (PHE); Amigo (AMGO); and Vast Resources (VAST). It goes without saying, but I say so anyway: if you are among the 95%, PLEASE COUGH UP NOW, HERE.
- By Tom Winnifrith |
- 24 May 2022, 15:41 |
Velocity Composites – trading update, how’s the balance sheet now?
Aerospace and high-performance composite material kits company Velocity Composites (VEL) has announced a trading update including that it “is pleased to report that Velocity's sales for H1 FY22 are in line with management expectations at £5.9 million (H1 FY21: £4.4 million)… look forward to the future with confidence in the long-term prospects”. The shares have currently responded up towards 20p, though are still well down on levels of early this year.
- By Steve Moore |
- 24 May 2022, 15:20 |
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Amigo shares back and spiked: still a monster short
Yesterday, Amigo (AMGO) announced that the High Court had approved its revised business scheme. Since the FCA had withdrawn its opposition, that was no surprise at all. Seeing the shares fly to 9p was also no great shock, given the utterly insane ramping by Bulletin Board Morons. But the shares are now back at 7.5p, and are a fabulous short.
- By Tom Winnifrith |
- 24 May 2022, 14:51 |
IXICO – ahead of expectations, but set not to be so for long...
Medical analytics company IXICO plc (IXI) has announced results for its half-year ended 31st March 2022, including that it now anticipates that it will “materially exceed” market profit expectations for the full year. So what of a current 37.5p share price, down more than 9%?!...
- By Steve Moore |
- 24 May 2022, 12:40 |
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Told y’all: Vast Resources - no bear squeeze, but a new spoof
In a string of RNS statements, Vast Resources (VAST) insisted it wouldn't allow death spiral provider, Atlas, to convert a final $800,000 of loan notes into forward-sold shares. The Bulletin Board morons made the error of believing this, and insisted there was a bear squeeze. Guess what?at?
- By Tom Winnifrith, the Sheriff of AIM |
- 24 May 2022, 09:09 |
Malcolm Stacey’s Sicilian adventure & Money Tree quest part 1 (as relayed by his diarist Tom Winnifrith)
I am off on my annual search for the magic money tree, which, if found, (it definitely exists) will solve all the world’s problems. Just harvest the tree, and Government debt will disappear. Then harvest it again, and the government can give more money to help deal with inflation. It is so simple. I simply cannot see why Uncle Tom, and other wicked Tories, disagree.
- By Tom Winnifrith |
- 24 May 2022, 09:08 |
DeepMatter – “delighted” with appointment of new Chairman. Hmmm...
‘Digital chemistry’ data and software group DeepMatter (DMTR) has announced it has appointed Alan Aubrey as non-executive Chairman, emphasising he “has a successful 20-year track record in founding, developing, and growing disruptive technology businesses… brings significant experience to the group in the commercialisation of science and the creation of high growth technology businesses that address global markets” and Chief Executive Mark Warne “delighted that Alan will join us as we enter the next phase of growth”. What of a share price rise to 0.13p?...
- By Steve Moore |
- 23 May 2022, 17:09 |
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Tom Winnifrith Bearcast: Tortilla Mexican Grill just does not taste right and as for Chilango
I start with the usual. 94.5% of you are yet to donate, despite the cows, nettles and thorn bush of the weekend. Go on, just a tenner for Rogue Bloggers for Woodlarks; you know it makes sense. Please donate, HERE. In today's podcast, I discuss Vin Murria and M&C Saatchi (SAA); the scoundrels at Ince (INCE) and Deepverge (DVRG); Vast Resources (VAST); Audioboom (BOOM); and finally, Tortilla Mexican Grill (MEX), as it buys Chilango. This looks all wrong - another member of the 2021 IPO hall of shame?
- By Tom Winnifrith |
- 23 May 2022, 16:20 |
Pelatro – argues “substantial order book and good visibility over revenues”, but what about net cash generation?
Previously writing on marketing software company Pelatro (PTRO), in January I questioned “in line with expectations”. It now “is pleased to announce today its audited results for the year ended 31 December 2021”, so what’s the story?...
- By Steve Moore |
- 23 May 2022, 15:39 |
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Hang on Vin Murria - you cannot have it both ways!
As you know, I believe the saintly Vin Murria, the thinking man’s Cheryl Cole, can do almost nothing wrong. However, she is being a little naughty on the matter of M&C Saatchi (SAA). Let me explain.
- By Tom Winnifrith |
- 23 May 2022, 13:07 |
Driver Group – Middle East deal, set for significantly improved profitability?
Earlier this month writing on construction and engineering industries professional services consultancy group Driver (DRV), I questioned is there to be a significant second half improvement?. What about now, following a “Middle East Update”...
- By Steve Moore |
- 23 May 2022, 12:49 |
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Eight Capital Partners' insane news; the end game approaches for the fraud, Supply@ME Capital
Follow the money… This is all about how Alessandro Zamboni, the CEO of Supply ME Capital (SYME), has dumped all his shares in the fraud, while pretending he has not. But the net is closing in on the scam, as today’s announcement from Aquis listed Eight Capital Partners (ECP), run by ex Supply chairman Dominic White, makes clear.
- By Tom Winnifrith |
- 23 May 2022, 12:28 |
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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?
- By Chris Bailey |
- 23 May 2022, 11:30 |
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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.
- By Tom Winnifrith, the Sheriff of AIM |
- 23 May 2022, 10:47 |
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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.
- By Tom Winnifrith, the Sheriff of AIM |
- 23 May 2022, 09:21 |
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.
- By Malcolm Stacey |
- 23 May 2022, 09:15 |
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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
- By Tom Winnifrith |
- 22 May 2022, 19:11 |
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.
- By Tom Winnifrith |
- 22 May 2022, 18:24 |
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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?
- By Chris Bailey of Financial Orbit |
- 22 May 2022, 16:43 |