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Latest News

RBG
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Revolution Bars – subsidiary launches a CVA. Has blundering Boris struck again?...

Revolution Bars (RBG) has announced that a subsidiary which operates 50 ‘Revolution’-branded bars (“the group’s Revolucion de Cuba branded bars and four Revolution branded bars operated by other entities in the group are unaffected”) has launched a CVA. Has blundering Boris struck again?…

SJH
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St James’ House – surely this should be suspended forthwith? SELL while you can.

There is that old saying that when good management (although the jury is out on that) meets a bad company it is the reputation of the latter which survives. And that brings me to AIM-listed uber-dog St James’ House (SJH) – formerly Lib Dem grandee Lord Razzall disaster Boxhill Technology (BOX). We’ve had funding not arrive, vacuous trading statements and now this morning the company tells us it cannot get its accounts out on time. So why has AIM Regulation not suspended the shares forthwith?

WTB
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Whitbread is sticking with the plan (and I'm sticking with the shares)

In the wider scheme of things, no huge surprises in today’s first half numbers from Premier Inn owner Whitbread (WTB). You will recall my history with this one – I took big profits thanks to the largesse of Coca-Cola in buying Costa at a material premium (how’s that one working out I wonder?), but then backed the rights issue and even  last time  observed I would increase my stake even further at twenty quid a share. I did not get that opportunity but market moves and shifts might still give me that opportunity as pandemic angst continues. Today’s update builds on the bare bones of the trading update I wrote up a month or so ago at the link above…

GOCO

Canny Money Savers Could Propel GoCompare into a Rosier Future

Hello, Share Switchers. You have to be careless with money to shun comparison websites to buy insurance. If you go to a company directly you can end up paying more than the quote it gives you on a comparison site. And anyway it saves all that shopping around. I’ve been choosing GoCompare recently…

DRV

Driver Group – trading update, restructuring for “renewed focus” or not?...

Previously writing on “global professional services consultancy to the construction and engineering industries, providing multi-disciplinary consultancy services including expert witness, claims and dispute resolution services” Driver Group (DRV), in June with the shares at 52.5p I was cautious including as the company noted “expectation that COVID-19 will in the near future impact customer behaviours and therefore activity levels, perhaps materially so”. Today a trading update and the shares currently more than 11% higher in response… though that to 49.5p…

AVO
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Advanced Oncotherapy – Fundraise at 30p (apparently a 13% discount). Tell the truth!

AIM-listed Advanced Oncotherapy (AVO) has announced a fundraise at 30p to raise £7.7 million (before expenses) – as predicted HERE by yours truly. Time for another glass of Ouzo, methinks.

MTL
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Like Lazarus, gold miner Metals Exploration has taken a new lease on life - BUY

Given up for dead when the shares were suspended last March Metals Exploration (MTL) has leaped to life after a financial restructuring and shows every promise to deliver real returns to shareholders. 

UCG

United Carpets – trading update, how are the fundamentals of the business now?

“pleased to announce” trading statement from United Carpets (UCG), “the third largest chain of specialist retail carpet and floor covering stores in the UK”, and the shares currently at 4.25p, more than 30% higher…

CEY
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Centamin – near-term production outlook disappointment, but the long-term promise remains...

Gold miner in Egypt Centamin (CEY) has updated emphasising “the third quarter marked another solid performance”, yet the shares have dropped back to 131.3p. The reason is a reduction in guidance for 2021 but the market has over-reacted…

Tom
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Two matters of great interest to PrimaryBid followers

I am a fan of PrimaryBid. It allows ordinary punters like you and I to take part in placings hitherto reserved for City insiders. So everyone should sign up HERE. But there are two pieces of news today.

Bearcast
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Tom Winnifrith Bearcast: Bedwetting brokers do protest too much & I do not see why my taxes should fund executive greed at ADVFN

In today’s podcast I start with PrimaryBid and the way brokers are crying foul on the London Stock Exchange backing it financially. Then onto, quite good, H2 numbers from ADVFN (AFN) but my real disquiet at the way my taxes are going on supporting the lifestyle of an overpaid board.

ECK

Eckoh – trading update… what was already in the price?

Previously writing on secure payment and customer contact technology company Eckoh (ECK), last month with the shares at 68.5p I was cautious – concluding that the valuation looked to demand further rapid business growth amidst “the current macro-economic and COVID-19 uncertainty”. Now a “Half Year Trading Update”…

THG
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Am I wrong about The Hut Group?

I have written a couple of times about THG Holdings (THG), The Hut Group, about which I essentially stated that you should not be chasing this one after the first day IPO pop from the 500p list price to a c. 600p share price. Well that was all fine and dandy, until the last week or so when the share has pushed up about 10% or so. Funnily enough, today’s third quarter update notes not only an acceleration in revenue growth (to 38.6% from 35.8% in H1) aided by strong progress in the direct-to-consumer and its Ingenuity Division (‘beauty manufacturing and product development for third parties’), but increased full year revenue growth target from a c. 25% increase to a new guidance range of ‘c. £1.48bn to c. £1.52bn (+30% to +33%)’…

Clown

Photo Article: Go woke go broke with LGBT Skittles

I am not suggesting that Mars, the owner of the Skittles brand of sweets, is going bust. But I wonder if the woke millenials in its UK marketing department have covered themselves in glory this year.

BT

It's Not really a Hard Call to Make that BT could Soon Ring Up a Rising Share Price

Hello, Share Swingers. I tend to regard BT Group (BT.A) as one of my biggest ever losers. But it’s a misconception, as, at the beginning of this century, I made a lot of money buying and selling the shares. Things started to go wrong when BT’s big plans to invest in televising football probably turned out to be not such a good idea after all. Everyone who tries to make money out of online subscribers knows it’s a hard battle as, for some strange reason, most people expect internet services, however useful, to be free. I still hold a bucketful of BT shares and I expect better things of them now. Why?…

GDP
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Goldplat – “pleased to announce” Q1 update and we can see why... BUY

Gold recovery company Goldplat (GDP“is pleased to announce an operational update for the first quarter ended 30 September 2020” – and the shares have currently responded slightly higher above 8p…

TRN
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Those murky share sales and management changes at Trainline make it a compelling short

I have been on the case of Trainline (TRN) for some time but events this week now mark this stock out as a compelling short.  The deadwood press will not say so because they concern a female CEO, a poster girl for woke corporatism. But since I don’t hold with this PC shite I simply look at the facts.

Bearcast
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Tom Winnifrith Bearcast - breaking the border and back in house arrest Wales

I did what 3 million Welsh residents could not do today and had a pub lunch. But I’ve broken the border and am back at the Welsh Hovel. I discuss my day, why I think Nigel is wrong on investing in residential property and ask why Link is being sued over Neil Woodford’s crimes yet he seems able to escape scot free.

Professor

Sunday Long Reads: Spycops, MK Ultra, Foxconn, Microwaved Brains, Burned CDs

Here are five long reads that have nothing to do with shares. Put the kettle on, find a comfy chair. You have the time, don’t you? 

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