The most read non-Tom article is There’s a good reason why the Tharisa share price has risen so much – if you want exposure to PGMs, then it’s a buy by Gary Newman at number 13, or  number 21 including Bearcasts and Tom’s new shareshow. Which one is the best of the week? Tell me in the comments.

Okay, this is all about maths and voting at yesterday’s, quite possibly illegal, 2019 AGM held by the fraud Supply@ME Capital (SYME). Follow the logic thread below and then decide whether it is answer a, b or c?

Having ramped shares in Nightcap (NGHT) up to 32p-35p, the company’s managers led by Dragon’s Den star Sarah Willingham are, I can reveal, attempting a bailout placing to raise £5-6 million at just 25p. There is no specific acquisition planned and this is simply because less than four months after its IPO it is running out of cash.

On the whole, it probably does make sense to avoid investing in companies run by rogues but if one is to break that rule, it pays to back a rogue who knows how to generate cash. Perhaps rogue is too strong a term for Kostyantyn Zhevago, founder and majority shareholder of Iron ore miner Ferrexpo PLC (FXPO), so let us just say he is a colourful Ukrainian entrepreneur, one of the original oligarchs who, finding himself in the right place at the right time, acquired some promising assets for a song and listed his company in London in 2007.

John operates largely in Australia and writes about why fraud flourishes in Oz although he misses out the obvious point that half of the population there have criminal genes.  But what the man behind Bronte Capital says about life down under must surely ring more than a few bells back in the UK. He opines:

I start with house hunting with my mother-in-law in what is a bubble within a bubble. It has to end in tears. Then I look at Nightcap (NCAP) and how the disgrace of its IPO on the AIM sewer becomes even more disgraceful after today’s expose HERE.  Tomorrow a modest 15 mile Woodlarks training walk is planned. We are at more than 33% of the Rogue Bloggers target but 94% of you are yet to donate. Go on, please give generously today HERE.

Centamin (CEY) has always been one of my favourite gold producers, and although I may not be as bullish as fellow ShareProphets writer Nigel Somerville, I still expect the metal to do well over the next few years.

From the FCA’s spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2019, 2020 and thus far in 2021 (by net short position %, those in bold not on the list at the start of 2021) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week…

We have local elections coming up and as a loyal citizen I value my vote. The problem is that given the state of national politics I just have no idea what to do: I’m against pretty much all of them!

Hello, Share Searchers. Mystery surrounds shares at the moment. Why aren’t they rocketing ahead? Many financiers expect a huge breaking of the damn on spending as the virus disappears. So why isn’t the Footsie on fire? After all, the Dow’s been breaking all-time records for months now. And yet the UK is still more than 10% down on pre-covid levels.

And now from Wales, by just 30 yards, it is my new weekly video show. This costs 99p per episode, and you can either listen to, or watch, some sparky interviews with Optibiotix (OPTI) boss Steve O’Hara and oil guru Peter Brailey.  There is also me. I am a big investor in Optibiotix but explain why I am angry but not selling and challenge Peter on how to play oil plus he and I discuss the most overvalued stock on the Standard List, a total joke capitalised at almost £100 million, worth c£1 million.You can access the show HERE 

Not all of them. Certainly not daughter Olaf. But at least one of them has ruined my day and made me livid.  Elsewhere I discuss Hurricane Energy (HUR), ADVFN (AFN), the fraud Zoetic (ZOE) and Westminster Group (WSG) and the curse of Tony Baldry of 3DM infamy. Ahead of another weekend training walk please be generous and donate HERE – £99 short of the one third mark!

The shock suspension of All Active Asset (AAA), the plaything of foul-mouthed troll and penny share huckster Chris Akers, was especially painful for one shareholder – the proven liar John Story as he faced big margin calls in the fraud Zoetic (ZOE). How to meet those margin calls? Well I have established that he is on a lock-in at Cellular Goods (CBX) with his 15 million shares. Has he stuck to that lock-in? Enquiries continue. If he has sold even one share then he needs to issue a TR1 as he is on 3% and that would be a bit embarrassing given the lock-in.

Oh dear, oh dear. Oh dearie dearie me. We warned you time and time again and even managed to get the shares suspended but somehow this bastard child of Andrew Monk’s VSA Resources. ;lurched on. Sub-Standard Listed AIQ, which spent most of its first six months on the market suspended after the IPO was botched, has delivered calamitous final results, called a strategic review and qualified its going concern statement. In short, it is mega-ouzo time for us, it is time for Mr Monk to apologise to one and all and donate the fat fees earned on this one to Rogue Bloggers for Woodlarks. 

Yesterday I speculated at great length about the possibility that Israeli brain box Yair Tauman with a just sub 19% stake in ADVFN (AFN) might be able to call an EGM to oust the board led by Clem Chambers. It seems that King Clem agrees with my analysis and is running scared. Today he announced that he had exercised 411,473 options at 14p taking his stake up to 1.014 million shares or 3.88%.

It is the final business day of April and from the perspective of stocks I own, there is some good and some less good news.  Let’s start with a small positive at Headlam (HEAD) the ‘Europe’s leading floorcoverings distributor’ which I have loved up for a while and last month, here, discussed ‘the rationale to get back to a 500p plus share price’.  This morning I noted the company announced ‘it has entered into an agreement to dispose of its wholly-owned Swiss business, Belcolor AG to the management team of Belcolor…As a result of the disposal, Headlam will realise approximately £12.0 million’.  Given the company’s near £400 million market cap, it is not a massive deal but a sensible one, as the key focus for the business is the evolving UK business.  It is also nice to add a little bit more cash too.  In short – along with the two readers who kindly commented on the article above last month – for me it continues to be a good core position. 

So now we know the end game for Hurricane Energy (HUR). It is a debt for equity deal leaving current shareholders with close to diddlysquat. Shareholders were warned by myself and Tom Winnifrith repeatedly but, as ever, we might have a combined 60 years experience of looking at oil companies, but they knew better…

South Africa and Ghana-located gold recovery from by-products of the mining process company Goldplat (GDP) has announced it is “extremely pleased that we have been able to complete the sale of Kilimapesa… This releases Goldplat from any further financial or management requirements and allows us to focus on our continued recovery operations”. How pleasing is the detail?

Chaarat Gold (CGH) has announced a first quarter 2021 “Operational Update” emphasising it is “very happy with the performance of the Kapan team in delivering higher production”.

Given that it has lied on an industrial scale to investors, regulators and consumers and managed first half sales of just £54,000, I think it will not surprise anyone terribly that I view the fair value of shares in Zoetic International (ZOE) as 0p. But I published all the evidence of the malfeasance and parlous financials and the shares still headed to well over 100p valuing this company at more than £200 million. That was two months ago. Now they are 57p to sell and falling fast. If you can short you should do so as this should be a penny stock really very soon.