Picture Article: Naughty Mahmud - the BooHoo advert that has just been banned
My friend Mahmud Kamani really has been a naughty, boy. The sexist old beast tried to run the advert below for Boohoo (BOO) but the Advertising Standards Authority has banned it for being sexist and objectifying women. Truly shocking. I am sure that all the free publicity Mahmud is getting will really piss him off. Not.
- By Tom Winnifrith |
- 16 February 2022, 14:23 |
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Tom Winnifrith Bearcast: Just how do market makers work and set prices
I am asked this question by a long suffering reader in relation to Skinbiotherapeutics (SBTX) and do my best to answer. I look at IQE (IQE),the curious share dealing of Mr Drew Nelson and whether I’d be tempted. I still see no sign of the IPO of Zak Mir’s crazy media investment company which he said was imminent two weeks ago. Is it Lift off? I comment on Bluebird Merchant Ventures (BMV) and then have a detailed look at Sarah Willingham’s Nightcap (NGHT) in light of today’s expose. It really is a one way bet. Down.
- By Tom Winnifrith |
- 16 February 2022, 13:59 |
Itaconix – 2021 results date to ‘avoid peak period’… or to enable a bailout equity raise attempt before it?
Shares in company describing itself as “a leader in plant-based specialty polymers used as essential ingredients in everyday consumer products” Itaconix (ITX) are currently more than 18% higher on the day to 5.85p, so what’s the news?…
- By Steve Moore |
- 16 February 2022, 13:34 |
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Avacta – a chance to double up on the short
Small stake-building by a French Covid tester in Novacyt (NCYT) saw its shares surge yesterday and that prompted jumps across the sector. Over in Bulletin Board Moron land the talk was of merger mania sweeping the sector. I hate to disillusion you guys …
- By Tom Winnifrith |
- 16 February 2022, 11:39 |
RA International – ‘stalled order book momentum’. Er, isn’t it somewhat worse than that?...
Remote site services group RA International (RAI) has announced full-year revenue “in line with management expectations” and that “the underlying business has remained profitable through this disruption and our solid balance sheet supports our forward looking requirements”. So what of a current share price response to 29p, more than 23% lower?…
- By Steve Moore |
- 16 February 2022, 11:25 |
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BREAKING: NightCap - another very material example of misleading investors
AIM sewer posterboy NightCap (NGHT) still has massive questions to answer over misuse of shareholders cash by CEO Sarah Willingham and her husband Michael Toxic. But there is a another elephant in the room: how it is misleading investors as to just how poor its underlying trading position is. This matters as we head rapidly towards the next bailout placing.
- By Tom Winnifrith, the Sheriff of AIM |
- 16 February 2022, 10:39 |
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Andrew Piggy Austin “clarifies” £25m Greed per fat cat Plan at Kistos – my arse – plan needs changing
Yesterday I outlined how the proposed Value Creation Plan at AIM listed Kistos (KIST) was nothing of the sort, it was just a scam aimed at handing up to £25 million of free shares to senior management, notably Andrew “Piggy” Austin of IGAS (IGAS) & Equities First Holdings infamy. The shares slumped on the news allowing Piggy to buy another 150,000 of them at a year low price. Today the company “clarifies.” My arse. It dissembles. This scheme needs a radical redrawing.
- By Tom Winnifrith, the Sheriff of AIM |
- 16 February 2022, 09:52 |
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Minoan – Company Update: Light At The End Of The Tunnel? Not yet, it seems!
AIM-listed holiday resort developer in Crete Minoan (MIN) announced a company update yesterday. There was news from the boardroom and some positive noises from the Cavo Sidero project in Crete as well as some developments with regard to Greek law which the company the company thinks will have a positive impact. So is there light at the end of the tunnel?
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 16 February 2022, 08:11 |
Thar's Lolly in Old Mine Waste and this Recovery Specialist Aims to Grab it
Hello Share Speakers. Mining investment is more speculative than other areas of share buying. But the rewards may be better. My own policy is to pick companies which don’t just rely on exploration. An outfit that concentrates on recovering metals from mining waste is Jubilee Metals (JLP).
- By Malcolm Stacey |
- 16 February 2022, 08:10 |
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Tom Winnifrith Bearcast: the greed of Piggy Austin is just not acceptable
I start with a few thoughts on a visit this morning to the post industrial wastelands of Salford. Gosh it was grim. Then a schoolboy error on Skinbiotherapeutics (SBTX) but it only makes the case for filling your boots stronger. No, I have not got a scooby about why Bluebird (BMV) shares are up but I speculated and put together a few pieces of the jigsaw. I look at W Resources (WRES) but would not touch it with a bargepole and then discuss the wholly unacceptable greed of Andrew “piggy” Austin at Kistos (KIST)
- By Tom Winnifrith |
- 15 February 2022, 16:38 |
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Jadestone Energy – 2022 production guidance, set to increase shareholder returns
Jadestone Energy (JSE) states that it “is pleased to provide its guidance outlook for 2022”, including noting that it expects to generate material incremental cash at current oil prices and premiums and may consider an increase in shareholder returns through increased dividends and/or share buy-backs later in the year. Sounds good.
- By Tom Winnifrith & Steve Moore |
- 15 February 2022, 16:25 |
SmartSpace Software – notes return to offices benefit, but how much?...
‘Smart’ buildings and commercial spaces software company SmartSpace (SMRT) is “pleased… results for the full year ending 31 January 2022 are expected to be slightly ahead of market expectations” and “excited by the opportunities that lie ahead”. The shares have responded up to 73.5p, but why does that compare to above 180p as recently as July?…
- By Steve Moore |
- 15 February 2022, 16:15 |
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Value Creation Plan my Arse; Andrew Piggy Austin sticks his snout in the trough again at AIM sewer listed Kistos
The headline is “value creation plan”. My arse. This is a disgracefully structured plan to further enrich Kistos (KIST) boss Andrew Piggy Austin and his fellow boardroom troughers. Oink. Oink. This is a disgrace. How on earth has Nomad Panmure Gordon signed off on this scheme as being fair?
- By Tom Winnifrith, the Sheriff of AIM |
- 15 February 2022, 14:52 |
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Things get even worse at PCF, another suspension looms and this is all the work of disgraced David Bull of the Supply@ME fraud
Having just managed to get its shares unsuspended, PCF Group (PCF) has today warned folks that they are likely to be suspended again. To have your shares suspended once may be understandable. But twice looks like carelessness and the man responsible is now a key figure in the Supply@ME Capital (SYME) and Eight Capital Partners (ECP) fraud. Any quarter decent firm would have suspended David Bull months ago. But Supply & Eight promoted him instead.
- By Tom Winnifrith |
- 15 February 2022, 14:25 |
LoopUp – hopefully again our warning was heeded as it’s now a cash-burning and hopeful “strategic transition”...
LoopUp (LOOP) commences a trading statement with that it “expects both revenue and EBITDA for year ended 31 December 2021 to be broadly in line with market expectations” and adds “gross cash of £5.5 million”. So why currently a 10p share price, below £10 million market cap, more than 23% lower?…
- By Steve Moore |
- 15 February 2022, 13:45 |
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You can do better than BHP shares (and not just because they have left the FTSE 100)
Another interesting week in the global investment markets. I was certainly very lucky to spend my first five years working in the City between 1996 and 2001 because a whole load of geopolitical, macro and corporate stuff happened during that period. I also visited Russia for the first time during that period. For another time are some insights on what you would have found back then if you were a hungry/thirsty driver on a ‘motorway’ stop in Siberia, but it did at least provide me with some useful PGM industry and related insights. I have always been a bit of a sector fan in any case, which brings me to BHP Group (BHP) numbers today…
- By Chris Bailey |
- 15 February 2022, 13:35 |
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MySale Group – hopefully our warning was heeded as it’s now having to consider ‘financing options’…
Fashion, beauty and homewares online retailing group MySale (MYSL) commences a trading update with that half-year “Gross Merchandise Value increased 36% to A$86.7m, reflecting progress in scaling the group’s off-price marketplace platform”. So why a current share price of 2.5p, down more than 24%?…
- By Steve Moore |
- 15 February 2022, 11:44 |
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Tom Winnifrith Bonus Bearcast - why I think Skinbiotherapeutics is a 10 bagger (or more) from here
As you know I am reviewing my pension as discussed HERE. As such I am chatting to various CEOs who I have backed and yesterday evening I had a long chat with Stuart Ashman of Skinbiotherapeutics (SBTX). He is not a bluffing promoter but, I believe, a sober and grounded chap. I came away from the call just incredibly excited. I explain why the share price is where it is but also why this could within a couple of years be a 10 bagger but it could equally be a 20 bagger. Certainly any free cash within my SIPP will, even at twice today’s price be going into this stock. And if I am right there is a clear implication for Optibiotix (OPTI) so I am not selling any shares in it either. Footnote/correction. There are not 2 million psoriasis sufferers worldwide as per podcast but 120 million. I can’t say that weakens the case!
- By Tom Winnifrith |
- 15 February 2022, 08:14 |
Film Supply Company Keeps on Trucking as a Big Boom Blossoms
Hello Share Trackers. In the past, I’ve poured icy water on the idea of investing in companies connected to the film industry. But that was before Covid. Since then, there’s been a growing demand for films you can see in your own home on your own telly with its giant screen. I have contact with the film game and can tell you that the demand from the likes of Netflix, Amazon Prime and Disney is booming.
- By Malcolm Stacey |
- 15 February 2022, 08:10 |
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BP – Q4 and full year 2021 results, further upside potential?
BP plc (BP.) has announced fourth quarter and full year 2021 results and argues “strong progress” in its transformation to an ‘integrated energy company’.
- By Tom Winnifrith & Steve Moore |
- 14 February 2022, 16:31 |