Welcome to the Sunday ShareProphets Pub Quiz. Find your own beer, sit in the most comfortable seat, and, under no circumstances, can you Google the answer. Only I can do that. There are no prizes but post your scores in the comments for bouquets and brickbats.

The most read non-Tom article this week is Gold – vaccine No.2 offers just a temporary minor crunch by Nigel Somerville (for an unheard of sixth week in a row) at a thirsty number three or at number six, including Bearcasts and Tom’s new shareshow.

I start with the therapy my woodshed offers and also a note on Chris Bailey. Then I look at Powerhouse Energy (PHE) and Remote Monitoring Systems (RMS) before considering bitcoin and gold and why I personally have big exposure to the “barbarous relic” and no exposure to crypto.

I was very disappointed and rather surprised to read Fridays RNS that advised Dave Ryan (a fellow Chartered Engineer) was stepping down from the CEO role at Powerhouse Energy (PHE) but was intrigued by the focus on engineering project work, while ditching the corporate side to sleazy Tim Yeo, as Tom Winnifrith commented on earlier. When I come across something like this is makes me wonder if the signs were there and I missed them so I read some back history. What I found I do not like at all, in fact in my book it stinks.

At 6.22pm on Friday – no-one-is-watching o’clock – AIM-listed Immunodiagnostic Systems (IDH) released its Interim results to the end of September. Getting the numbers out in November seems a decent enough effort, but why on Friday night when everybody has gone home for the weekend? My first thought was to wonder what they are hiding……

At 3.11 PM on Friday it was announced that David Ryan will step down from his full-time role as Chief Executive Officer of Powerhouse Energy (PHE) on 30 June 2021. Thereafter he will continue to work for Powerhouse as a consultant at an engineering level. But actually change is happening before next June:

Katoro Gold (KAT) has now followed a “Blyvoor Tailings Project Update” by announcing “Haneti Project – Drill Mobilisation”…

At 2.98p mid Remote Monitoring Systems (RMS) is capitalised at c£45 million and has net cash of c£500,000.  If the name does not ring a bell at once, this used to be Strat Aero a drone business where the directors repeatedly lied and deceived punters as they ran it into the ground. Now there is a new team in charge and a new bandwagon to jump onto.

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 and thus far in 2020 (by net short position %, those in bold not on the list at the start of 2020) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week…

Hello, Share Sharpers. When the market’s closed it’s always worth reflecting on the macro picture. What’s likely to befall all of us who own shares in the coming months? Nobody can tell. Who foresaw the present plague, for example? But we can make educated guesses. And ‘educated’ is the world here, not ‘optimistic’.  As you know, we can’t lose dough by guessing right. For what it’s worth, here are a few of my thoughts.

Previously writing on Trackwise Designs (TWD), with the shares below 90p I questioned recent fundraising “provision of growth working capital”… or keep-the-lights on funds? – concluding I suggest trading and funding challenges mean this currently still a bargepole / sell. Today a “Fundraising and Open Offer” and the shares down in response – but to a current around 300p, so what’s happened here? Should Tom sack me this weekend?

I discuss a metric which for a private company, like ShareProphets, is meaningless. We do not seek to impress investors just to pay bills! I have a few words on life at the Welsh Hovel. Yes, Jayarani is eating into my sleep. Then it is onto Telit (TCM) and finally a discussion with Pierotlunaire on research notes and blackout period prompted by the WH Ireland & Pantheon (PANR) episode.

Matt Earl of Shadowfall, aka the Dark Destroyer, has published a devastating dossier on £1.6 billion capitalised Blue Prism (PRSM). The company is yet to respond but it is hard to see what it can say in the face of clear dynamite. The dossier is below in full. The shares appear to be utterly uninvestable.

OptiBiotix Health (OPTI) has emphasised “another step in building brand and product presence in the large North American market” as it announced its latest deal. Yes it is a step but frustratingly one revealed on a release using the Adam Reynolds keyboard. The one with no numbers on it.

A reader has been contacted by Hargreaves Lansdown (HL) about what is in his acount. No not units in Neil Woodford funds bought on the advice of Hargreaves as its own funds were selling out but certain funds invested in crypto currencies. The letter reads:

And the prayer of faith shall save the sick, and the Lord shall raise him up; and if he have committed sins, they shall be forgiven him. Confess your faults one to another, and pray one for another, that ye may be healed. The effectual fervent prayer of a righteous man availeth much. The Book of James chapter 5, verses 15-16. King James Version, natch.

I have been chewing over what to do about my little stash of subscription shares for fully listed Golden Prospect (full shares: GPM, subs: GPSS) as the deadline for coughing up the subscription price is almost upon us. There are hard decisions to be made….

Pantheon Resources (PANR) today completed a massive placing and Primary Bid offer at 31p. The shares were 33.7p bid (off 4.5%) yesterday but on the 13th they were 40p with some mug punters paying well North of that. On 11th November with the shares at 31p broker WH Ireland published a lengthy research note.

Yesterday’s announcement from the Government on its plans for expanding spending on defence is, in my view, a demonstration of profligacy and wholly unwarranted as I noted HERE But Boris and his cohort Princess Nut Nuts have an 80 seat majority so the plans will be voted through. But did anyone know what was coming?

Hello, Share Trackers. As I’m moving house next year, I’ve been downsizing by selling stuff on eBay. So I know something about parcel delivery. If you have a tiny parcel to send, Royal Mail (RMG) charges £3.10. If you have a bigger parcel, Royal Mail can still charge £3.10. When you want to send a very heavy parcel, Hermes does a cheaper deal. And parcel delivery is an area which is the most promising for Royal Mail…