But hasn’t marble quarrier in Kosovo and the Balkans Fox Marble (FOX) been a long-term disappointer now? Well yes… but we suggest recently announced depressed half-year numbers but recovery signs could mean a material  and rapid recovery from a now depressed £6.5 million market cap…

Previously writing on aircraft charter, safety & security company Air Partner (AIR), at the end of last month with the shares at 72p I concluded I’d still cash-in here and monitor trading from the watchlist. Today a “wins contract with Guernsey Airport” announcement…

I have done a rather good new podcast on the US election which annoyed champagne socialist Darren Atwater greatly which tells you how good it is. You can access it HERE. In today’s bearcast, I look at Centamin (CEY) and Kefi Copper & Gold (KEFI) as well as at almost insolvent con Supply@ME Capital (SYME).

Shanta Gold (SHG) has updated investors on its quarterly production and operations, including emphasising it now “has a portfolio of high-quality reserves and a pathway to organically grow to a +220,000 per annum producer. At the date of this release the company’s net debt has reduced to US$2m and Shanta is on track to be unhedged by early 2021”…

Vehicle tracking systems company Quartix (QTX) has updated including “we are pleased with the progress we have made so far in 2020, despite the impact of COVID-19 on our clients and markets. Our subscription base grew in each of our markets and now stands at more than 167,000 vehicles with recurring revenues of just under £22m” – and the shares have currently responded up to 340p…

What would you do if you were running a PLC with almost no cash and which was burning cash? It is a position I have been in and it is not a good place to be. You cut costs perhaps? Or you just do whatever is needed to raise fresh equity whatever the cost involved in doing that…

In March, Versarien (VRS) announced a £6 million funding facility with a supposed institutional investor, Lanstead. Thanks to my work, AIM Regulation forced it then to ‘fess that actually, if the shares stayed at 53.3p, it would realise only £5.5 million net. But they have not. So how much has the Neill Ricketts promote actually raised?

Trifast (TRI) has updated that it “is pleased to report that trading… has continued to be slightly ahead of our FY2021 base case assumptions” and “we have a robust balance sheet and are actively pursuing commercial, operational and strategic initiatives that, despite the necessary COVID-19 related caution, will allow us to take advantage of the significant growth opportunities we see”. However, and despite already being down from above 190p in February, the shares are currently slightly further lower below 120p…

Call me a complete weirdo, but there is something about the name RELX (REL) which completely gets on my goat. There are a couple of reasons for this, but the only one I am going to share with you is that I thought the old name of Reed Elsevier is far classier. I wonder what the bill was (way back in 2015!) for thinking up the new name? All I know is, when you (still) have to provide a pronunciation guide (“REL-EX” if you were wondering), it ain’t a good look. Anyhow, the ‘X-factor’ of just sticking the twenty-fourth letter of the alphabet at the end of a logical name is so…2015 but I have to grudgingly admit that the company – which describes itself as a ‘global provider of information-based analytics and decision tools for professional and business customers’ – is a good ‘un…

Hello, Share Masters. I’m not the only one on this beloved website who’s opined that it’s often the more boring of stocks that produce the best rewards. And you probably can’t get more mundane in the sense of a lack of frequent news than the BlackRock Greater Europe Investment Trust (BRGE). Nothing much happens here – except that the share price rises on a regular basis. Once again, it has busted through its all-time record and I see no reason why it cannot continue to motor north…

B.P. Marsh & Partners (BPM) has announced half-year results emphasising that its “diversified investment portfolio has shown its resilience, delivering NAV growth despite the ongoing market uncertainty. The outlook is positive for the rest of the year”…

Previously writing on manufacturer of products for electronic displays Zytronic (ZYT), in May with a little more than 100p share price I concluded including the impact of the “difficult and unprecedented circumstances” of the response to COVID-19 need to be considered, but I suggest there still potential value here and it worth looking out for the “we shall keep shareholders informed of any material developments”. Today a trading update…

I ponder this grave question after considering the illogical hateful restrictions we face in Shipston next week. In another podcast, I raise the possibility that Donald Trump might win on November 3 because of factors the deadwood press and BBC opt to ignore. All is explained HERE. Then I discuss three sets of builders here at the Welsh Hovel who must be starting to dislike me. Then it is onto Centamin (CEY), Bidstack (BIDS) and Network International (NETW) – a £1.5 billion short?

Without being too rude, Malcolm Burne – Chairman of fully-listed Golden Prospect (GPM) – has seen it all before during a long career involved in gold. This morning Golden Prospect announced its interims to June which showed a 63.6% increase in net assets and a 54% increase in net assets per share – not bad for six months.

You know that if a board member farted in a positive way, shameless Neill Ricketts of Versarien (VRS) would rush to issue an RNS stressing what good news this was for his company. And that brings us to today’s AGM.

In early August D4T4 Solutions (D4T4) updated including that it “continues to trade in line with the board’s expectations, with strong levels of both existing and new client activity”. Today “the AIM-listed data solutions provider, provides… trading update for the six months to 30 September”… and the shares are currently back below 200p, 12% lower on the day…

Fully-listed Egyptian gold-miner Centamin has updated the market this morning with its Q3 report and revised outlook in view of the ground movement detected at the Stage 4 West Wall as previously advised. The market has not taken today’s news well, with the shares down by another 20% to 130p (last seen) but I suggest readers take a slightly longer term view and regard this morning’s drop as another over-reaction to a temporary problem. In short, whilst this morning’s news is disappointing in the short term, the market’s reaction has thrown up a buying opportunity.

Asset manager Egon von Greyerz of Matterhorn Asset Management AG based in Switzerland argues that today’s events are not nerw. History does repeat itself. Governments love to spend more than they receive in revenue, and no currency has ever survived. Deficits have been nearly non-stop since 1930, and often an unrelated trigger can cause the crisis.

You know my long-standing views on the desperately challenged Metro Bank (MTRO), which trades at less than 5% of its share price level from two years ago (which itself had already halved from the all-time high). In short, a mega dog investment. Back in August, I observed that ‘Metro Bank remains late to the party and full of challenges’. Today’s sad sack of an update reiterates this with knobs on…

Hello, Share Eaters. There are some companies that are currently hot in more ways than one. This old punter tends to look for firms trying to improve on popular technology. Being a fan of ‘the trend is your friend’ strategy, I also look for ventures which improve their share price day after day. And I’m in favour of companies with green credentials. Especially in these viral days when an increasing number of people want to preserve their health and the planet…