Hello Share Bundlers. This old punter rarely looks at small miners, given a history of losing money in the game. But with my fellow writers praising the prospect of a rising gold price, there is one company which rather takes my eye.

In our October tip of the month, we noted on Coral Products (CRU) its acquisition of Customised Packaging Limited, a plastic products producer using sheet extrusion technology and vacuum forming capabilities. Coral has now announced it will be paying an earn-out consideration to the vendors of Customised Packaging.

Fusion Antibodies (FAB), “specialists in pre-clinical antibody discovery, engineering and supply for both therapeutic drug and diagnostic applications, notes the recent movement in the company’s share price”. By “recent movement” it means fall from 96p at the start of this month to a last close 82.5p. So what’s the reason?…

Firstly I discuss how Omega Diagnostics (ODX) mislead folks on 19 January about the lack of a placing. The slippery words of PR shithead Paul “Queenie” McManus of Walbrook saw folks pay 15p per share. Today Omega confirmed my latest scoop, yes it has raised £5 million and will do an open offer for another £2million at just 5p. But Queenie says this is dependent on another corporate action. In the podcast I reveal exactly what that action is since the PR shithead won’t. There is a brief discussion about poor Prince Charles and the total bursting of the Covid stocks bubble. Then onto the shocking corporate governance and executive greed at Nanosynth (NNN). It is dressed up as aligning executive interests with those of mug punters owning this grotesquely overvalued stock.  It is nothing of the sort. The shares should fall by 90%.  Former chairman Antony Legge would NEVER have allowed this. How standards have slipped.

Author and journalist Larry McDonald writes about global political and systemic risk and how to make money from it. He starts his bear thesis with assessing how dangerous the extreme leverage within ALL markets has become.

Jubilee Metals (JLP) states that it “is pleased to announce its unaudited operational results for the six months to 31 December 2021” and that it looks forward to “the next six months with the full impact of the Inyoni facility being felt, as well as the targeted ramp-up at Roan enabling us to take another major step in our commitment to achieve annual copper production of 25 000 tonnes”. So what of a current 16.3p share price, £396 million market capitalisation?

The 1980s was a great decade in many ways with the best music, best prime minister, massive new excitement about capitalism and much, much more. It was a great decade to be a teenager and learn about shares through reading the Daily Mail.

The National Aviation Services business of Agility Public Warehousing Co. has noted the “Rejection of Unsolicited Approach” announcement from John Menzies plc (MNZS) yesterday and argues its possible 510p per share offer “represents a compelling opportunity for shareholders to realise full value for their investment in cash” and that it “is a disciplined investor… we urge Menzies’ shareholders to consider carefully… our offer”. So what to make of this?…

A reliable source tells me that Omega Diagnostics (ODX) has completed a c£5 million placing at just 5p. And given how the morons who own this stock – which at 9.9p is capitalized at £17 million – will be royally diluted, there will also be an open offer at the same price to raise up to £2 million.

Tom Winnifrith commented on Capital Metals (CMET) in yesterday’s bearcast.  This is a share I have held, on and off, for the last year. I like the potential, and the valuation appeared unstretched, but yesterday’s placing came as no surprise to me at all. I actioned my hunch back in December and sold 80% of my shares, but is it now a buy?

Hello Share Swaddlers. Family doctors are in demand more than usual in the wake of covid. Many more are being trained than is usual as it’s suddenly become a fashionable career and to serve an ageing population we’ll soon have many more medics per person. They all need tools for the job. And more and more reliance is being laid by medical folk on computers. Which brings me to today’s choice of EMIS Group (EMIS).

Self-described “leading innovator in plant-based specialty polymers used as essential ingredients in everyday consumer products”, Itaconix (ITX) “is pleased to announce that it has supplied product for the first production trial using the company’s plant-based superabsorbent, VELAFRESH SAP80”. But what of a share price currently up by more than 20% to 3.65p in response?…

Having ended January at 286.5p, shares in aviation services company John Menzies (MNZS) were subsequently quite subdued and closed at 282p on 4th February. There were then rises on 7th February to 320p and 8th February to 335p… and then today a “Rejection of Unsolicited Approach” announcement. Of course, nothing to see re. that trading though folks – this is the London Stock Exchange’s ‘Premium Main Market’ after all! And what of the ‘approach’?…

I start with two attempts to restrict what I say, one HERE and another to be discussed later. This is the sort of day when I consider packing it all in, chucking my laptop in the river and spending the rest of my life gardening and keeping goats. Then onto Capital Metals (CMET), Chill Brands (CHLL) and Optibiotix (OPTI)

Marketing decision-making platform group System1 (SYS1) has made a third quarter trading update noting revenue growth and “profitability was in line with management’s expectations”, so why a current more than 9% lower share price response to below 400p?…

Set to run out of cash and go bust within weeks, the fraud Chill Brands (CHLL) is again deceiving investors with news of a “landmark partnership” which is neither a landmark or a partnership. The deal is with a company called Fabric.

I am looking forward to the GlaxoSmithKline (GSK) conference call later today. Whilst technically it is focused on the full year 2021 numbers out earlier today (which showed rising sales and falling profits), far more important is the confirmation that it is ‘on track to demerge a new world-leading Consumer Healthcare business mid-2022’. Last month I was amused by the (ultimately unsuccessful) partial bid approach by Unilever (ULVR) but my instinct is that the Pharmaceutical / Vaccines business is still underappreciated going forward. I was certainly pleased to see the ‘pipeline of 21 vaccines and 43 medicines’ angles and I do wonder – when the business split occurs in a few months time – whether not only retaining but adding to this part of the business. Something to be more thoughtful about later this year whilst, despite the excellent total return performance over the last year, I remain a strong HOLDer. So whilst I continue to hang onto my GlaxoSmithKline shares…what do I make of today’s interim results announcement from FTSE 100 housebuilder Barratt Developments (BDEV)?…

Once a dawg with fleas always a dawg with fleas. I covered the horrors of David Lenigas created horror story Afriag (AFRI) in full. Eventually after too many criminals such as Yusuf Kajee were exposed by this fine website, the company was booted off AIM and then, via a RTO organized by those scallywags at Peterhouse which took two years to consumate, became a medicinal cannabis play based in Jamaica and listed on the Aquis lobster pot. On April 13 2021 £2.5 million was raised at 5p and the company became Apollon Formularies (APOL). Now follow the white rabbit for the shares are now 2.6p and a cash crisis looms.

About 24 hours ago I asked Lucy Wallam of Hudson Sandler if she could get a response to a rumour I had heard that her client, Fulham Shore (FUL) is endeavouring to sell its, in my view rather grotty, Franco Manca chain.

On Monday I served up a photo taken by our own Gary Newman, currently sitting  by a river in Uganda and asked you for suitable captions. As you can see here there were anumber of fine entries but inevitably the winner involved David Lenigas.