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Diversified Energy – if it sounds to good to be true…
Most securities fraud involves shareholders being ripped off but sometimes they can seem to be the beneficiaries, at least in the short term.- By Lucian Miers |
- 15 January 2024, 13:08 |
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Disastrous news from Bushveld Minerals: karma for some of its moronic shareholders!
Last week I asked if Bushveld Minerals (BMN) had LIED to punters when it said in a 5 December RNS that it HAS raised $18.4million. Of course it did lie as, as of today, it still has not received $12.5 million of that cash. So it had not raised the monies it claimed it merely had some dodgy chaps saying that they would put in money. That is very different. Natch stacks of morons who cannot see inside this paywall took to twitter blasting me for telling lies without having actually read what I wrote. Karma mothers. Karma.- By Tom Winnifrith, the Sheriff of AIM |
- 15 January 2024, 12:53 |
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Kefi Gold & Copper: it and I answer seven reader questions
A reader who has endured my writings for many, many years contacts me with seven questions for Kefi Gold & Copper (KEFI). Since many folks have asked similar questions I publish the answers in full. The first four questions were answered by Kefi. I answered the last three. The answers are in bold:- By Tom Winnifrith |
- 15 January 2024, 12:01 |
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PageGroup – argues “resilient performance in challenging market conditions”, how ‘resilient’ though?…
FTSE 250 specialist professional recruitment business PageGroup (PAGE) has issued a trading update headlined “Resilient performance in challenging market conditions”. With that usually meaning trading deterioration, what of the shares from a previous close 456.4p?- By Steve Moore |
- 15 January 2024, 11:49 |
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Canadian Overseas Petroleum: the definition of madness
A few weeks ago I went out for a few drinks with a couple of pals including “Chemtrails Dave” who has one or two odd views. I am prepared to accept that Michelle Obama is a man and that the Clinton crime family have all of their critics and whistleblowers suicided but after a couple of pints we got on to the 1969 moon landings and Chemtrails said “anyone who thinks they actually happened is mad.” But they did happen didn’t they? Said I. At which point he laughed. When I got home I asked “but the did happen didn’t they?” And I was reassured. Of course they did. And that brings us to Canadian Overseas Petroleum (COPL) shares in which were up by 50% at one point this morning.- By Tom Winnifrith |
- 15 January 2024, 11:41 |
This Outfit Pays a 10% Divi and Supports a Thriving Sector the Government Wants to Expand
Hello Share Collectors. You may not have heard about GCP Infrastructure Investments (GCP), but it seems undervalued and worth a look. It is an investment outfit concentrating on UK infrastructure projects including renewable energy, social housing and transportation and is in the FTSE 250.- By Malcolm Stacey |
- 15 January 2024, 08:19 |
Video: The Fed Isn’t Done Breaking Things, keep buying gold
Lobo Tiggre, author and publisher of theindependentspeculator.com acknowledges that there were signs of a recession in various sectors in 2022, but low interest rates and labour hoarding prevented it from fully materializing. However, he believes that a recession will soon become undeniable, possibly in the first half of 2024, based on indicators such as the declining trend in job openings. Tiggre expects a softer landing for the economy only if indicators prove to be wrong and the overall health of the economy is stronger than believed.- By Tom Winnifrith |
- 14 January 2024, 18:01 |
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Tom Winnifrith Bearcast: for this I really should sack Malcolm Stacey, oil, gold, the Yemen and more
I start on the Yemen and why Malcolm is almost sackably wrong on all counts, I look at oil prices and what is really driving them ( hint, look at Darren's photo from his window today) and at gold prices and a few gold stocks I own including Kefi Gold & Copper (KEFI), Ariana (AAU) and my biggest holding, Amaroq (AMRQ)- By Tom Winnifrith |
- 14 January 2024, 17:09 |
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The View From The Montana Log-Cabin As Gold Continues To Hover And A Brief Round-up Of My Gold Holdings
Gold closed the week at $2049, marginally up on last week’s $2045 but essentially still hovering above the $2,000 mark, but below its former all-time high at $2070. It had been gently easing lower last week, but Friday’s US producer price data combined with strikes on the Houthis pushed the yellow stuff north again to peak yesterday at $2062.- By Nigel Somerville |
- 14 January 2024, 13:22 |
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Sunday Long Reads: Ukraine v Russia, Fast Cars, Perfect Webpage, Cat Army, Aristocrat Inc
Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?
- By Darren Atwater |
- 14 January 2024, 11:26 |
Visual Aid: The Decline of Foreign Direct Investment in China
The Chinese economy has thrown up several red flags in 2023 and now foreign investors are losing confidence in the world’s second-largest economy.
- By Darren Atwater |
- 14 January 2024, 11:26 |
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The ShareProphets Sunday Pub Quiz #223
It's time for the ShareProphets Sunday Pub Quiz.. There are no prizes! And remember, no Googling!
- By Darren Atwater |
- 14 January 2024, 11:25 |
Dazza Break: A Bonus ShareProphets View from a Window – -17° in Ottawa
Tom requested this: it was 20 cm of snow Friday night, and -17° in the early morning. This was too early in the morning but soon Ottawa civil servants will be racing their skidoos up and down the river and dragging out caravans to ice fish.
- By Darren Atwater |
- 14 January 2024, 11:16 |
Notes from Underground – Most read articles for the week ending 13 January
Here are the most read articles and the most listened-to Bearcasts over the past seven days. The most read non-Quiz, non-Tom article last week is Steve Moore with Zytronic – results argue “grounds for cautious optimism over the medium term”. Er, what about the near term?… at No 4 or No 9 including Bearcasts and year-end tips.
- By Darren Atwater |
- 14 January 2024, 11:14 |
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J Sainsbury – Q3, including Christmas, trading statement, still income value
J Sainsbury (SBRY) has issued a third quarter trading statement to 6th January 2024 emphasising that it has outperformed the market every week of this financial year and to “continue to expect underlying profit before tax in 2023/24 of between £670 million and £700 million”.- By Tom Winnifrith & Steve Moore |
- 13 January 2024, 12:30 |
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Synectics – now again a Buy?...
Security and surveillance systems company focused on specialist markets including gaming, oil & gas and public space, Synectics (SNX) was sold from the portfolio here early last year with we noting then that we still believed that there was longer-term value but that we were cautious of the near-term after an update from the company noted “timing of projects coupled with longer lead-times mean that results for FY2023 are now anticipated to be more heavily weighted to the second half of the year than previously expected”. Subsequent results for the company’s half-year ended 31st May 2023 showed adjusted pre-tax profit up to £0.7 million on revenue of £21.9 million – comparing to full-year forecasts for the pre-tax profit of £2.3 million on revenue of £45.4 million. However, there was then another trading update last month.- By HotStockRockets |
- 13 January 2024, 12:29 |
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EXPOSE: The outright hypocrisy of Cavendish regarding research behind a paywall
Yesterday I exposed how Cavendish, the Nomad, to Skinbiotherapeutics (SBTX) had banned its boss Stuart Ashman from doing interviews with me as the videos would be behind a paywall. It gets worse, as a kind reader points out.- By Tom Winnifrith |
- 13 January 2024, 12:16 |
How the Middle East Crisis Should Change Your Buying and Selling Stratagems.
Hello Gang. You don’t need be told the world is becoming less secure. The latest negative factor is our ‘military action’ towards the Yemen. One always feels uncomfortable, discussing the effects on shares caused by the terrible misfortunes of other people. But life goes on. Here’s how the word’s latest insecurity may be handled by the wise investor.- By Malcolm Stacey |
- 13 January 2024, 11:54 |
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B.P. Marsh and Partners – Ai Marine Risk Limited investment, further valuation upside...
Investor in early-stage financial services businesses B.P. Marsh & Partners (BPM) has announced an investment in Ai Marine Risk Limited – which is emphasised to have been established by “experienced marine insurance specialists with a track record of delivering growth” and to have “secured A-rated capacity from a number of carriers”.- By Tom Winnifrith & Steve Moore |
- 12 January 2024, 16:14 |
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EnSilica – emphasises “commercial licensing agreement with…major semiconductor giant”. How ‘major’ is the agreement though?
Describing itself as “a leading chip maker of mixed-signal Application Specific Integrated Circuits”, EnSilica (ENSI) states that it “is pleased to announce the release of a range of Post-Quantum Cryptography accelerators, with the first of these intellectual property licenses granted to a major semiconductor supplier”. Good news from a current 36.5p share price, £29.9 million market capitalisation here?- By Steve Moore |
- 12 January 2024, 16:00 |