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 |
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Tom Winnifrith Birthday Bearcast - 56 not out!
In today's podcast I look at Skinbiotherapeutics (SBTX) and the bell-ends at Cavendish, Cellular Goods (CBX)< Premier Miton (PMI), Canadian Overseas Petroleum (COPL), UK Oil & Gas (UKOG), Burberry (BRBY) on behalf of road sweeper Chris Bailey, Chill Brands (CHLL) and Supply@ME Capital (SYME)- By Tom Winnifrith |
- 12 January 2024, 14:54 |
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Xaar – 2023 trading “in line with the guidance” and cash “slightly better than expected”, but what do those actually mean?…
Inkjet printing technology company Xaar (XAR) has announced that “revenue and profit is expected to be in line with the guidance given in the Trading Update on 29 November 2023. The year end cash position closed slightly better than expected at £7.1m”. How do those compare to a 108p share price?- By Steve Moore |
- 12 January 2024, 14:15 |
Celebrus Technologies – contract wins boost market confidence, but take profits?
Celebrus Technologies (CLBS) states that it “is pleased to announce several software contract wins made during the financial quarter to 31 December 2023” in an announcement which has helped the shares up to 232p to sell.- By HotStockRockets |
- 12 January 2024, 13:19 |
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Did Bushveld Minerals lie as the $12 million still not in?
On 5 December 2023 Bushveld Minerals (BMN) announced via RNS an $18.4 million fundraise at 2.25p, a 33.3% premium to the then share price. The question I ask is did that RNS contain an outright lie?- By Tom Winnifrith |
- 12 January 2024, 13:08 |
Video: Gold & Silver Go Vertical When This Indicator Breaks Trend
Michael Oliver of Momentum Structural Analysis says this is a when not an if and starts with the problems in the real (US) economy.- By Tom Winnifrith |
- 12 January 2024, 12:00 |
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Breaking: Email Exchange with Stuart Ashman as his Nomad demands no more interviews
This is Orwellian and shows that Giles Balleny of Nomad Cavendish (formerly Finncrap & Cenkos pre merger) is either thick as pig shit or morally bankrupt or both. Given he works for Cavendish I reckon it is both. He has ordered Stuart Ashman of Skinbiotherapeutics (SBTX) to record no more videos with me.- By Tom Winnifrith |
- 12 January 2024, 10:48 |
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UK Oil & Gas: another placing amid a catalogue of lies
To me UK Oil & Gas (UKOG) doing a discounted placing to keep the lights on is like bears shitting in the woods, the Pope being a Catholic or Jeremy Corbyn praising his friends at Hamas. It is just what happens and so a raise of £750,000 at just 0.2p today should cause no surprises. But then again it is worth winding back a year to see the weasel worlds of both Lyin’ Steve Sanderson and the national treasure and lovable old rogue - who I hope is still off the fags - that is Mr David Lenigas.- By Tom Winnifrith, the Sheriff of AIM |
- 12 January 2024, 10:10 |
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AIM Market Statistics for Year – A Disastrous Year sees the casino back to levels last seen in December 2003
As at 31 December, the AIM market had shrunk to 753 companies, a 20-year low. The number of new issues last year was just 15 companies, the lowest in AIM’s history since its formation in 1995. The second worst year for admissions was 2022 which highlights the scale of the ongoing crisis facing the market.- By Tom Winnifrith |
- 12 January 2024, 08:24 |
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essensys – argues “entered FY24… with the right operational base”, so what of now CFO “has decided to resign”?…
Describing itself as a “leading global provider of software and technology to the flexible workspace industry”, essensys plc (ESYS) has announced “Sarah Harvey, Chief Financial Officer, has decided to resign” though also arguing that the company has “entered FY24 as a leaner organisation with the right operational base to help our customers deliver digitally enabled tenant experiences across their premium office footprint”. So what of this latest news, corporate jargon and a current 36.5p share price?- By Steve Moore |
- 11 January 2024, 15:55 |
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Tom Winnifrith Bearcast: Slapping down young Gary Newman
I start with a couple of family matters and an apology to one listener. Then it is onto Kefi Gold & Copper (KEFI), Versarien (VRS), Cellular Goods (CBX) and the FCA, Canadian Overseas Petroleum (COPL) and naughty Gary, Ben's Creek (BEN), truly a short of the year and finally MyHealthChecked (MHC).- By Tom Winnifrith |
- 11 January 2024, 14:54 |