From £6.99 per month
ShareProphets
The one stop source for breaking news, expert analysis, and podcasts on fast-moving AIM and LSE listed shares

MINDING THE LSE’S BUSINESS

Join for as low as £6.99 per month

With ShareProphets’ membership, you receive:

• All premium articles

• Tom Winnifrith’s Bearcast

• Access to all the entire nearly 10 year archive

• ShareProphets Daily Newsletter

Latest News

BSFA
premium content

BSF Enterprise – When is an “Acquisition” not an Acquisition?

(sub-)Standard-listed BSF Enterprise (BSFA) released an RNS this morning entitled “Acquisition”. Given that the company listed on the LSE’s (sub-)Standard list about a year ago as a cash shell with a list of Red Flags as long as your arm, including Mr Denis Ow with a heroic list of China-play failures to his name as Head of Investment Banking, I wondered what this acquisition could be…….another dodgy China-play, perhaps, or something else?

RBD
premium content

Deltic Energy – Crap offer from Reabold Resources – Sod Off

It would appear Reabold Resources (RBD) is looking to take over Deltic Energy (DELT) with an all share deal that values Deltic at less than the cash on the balance sheet. My response to Reabold as a shareholder of Deltic is simple – sod off at any share conversion valuation.

EMIS

Don't Give EMIS a Miss When Looking for Shares Likely to Benefit from the Virus

Hello Share Thrashers. For those of us fairly sure that medical concerns will prosper in future years, including with increasing awareness in the wake of the virus, may I draw your attention to a company on the front line? EMIS Group (EMIS) provides the computer stuff to help GP surgeries and chemist shops keep things running on an even keel...

TMG

Mission Group – “Trading Statement”, why are the shares lower (other than for describing itself as “the alternative group for ambitious brands”)?...

“MISSION (AIM: TMG), the alternative group for ambitious brands, today provides the following trading update for the six months ended 30 June 2020” – and, despite this emphasising “robust trading performance in challenging market conditions, ahead of our initial projections at the outset of the pandemic… net bank debt significantly reduced during the period”, the shares are currently, at 61.5p, more than 3% lower. I’d mark this marketing group down just for uselessly describing itself as “the alternative group for ambitious brands”, but why else has it been marked down?...

ECR
premium content

ECR Minerals – a speculative buy?

Shares in gold-focused ECR Minerals (ECR) have recently risen strongly to a current 1.7p offer price but that follows not having previously joined in with the gold surge – they having commenced this year at 0.725p and the market cap is still comfortably below £10 million...

HYDG

Hydrogen Group – “activity levels have broadly stabilised”… but demand recovery?...

Self-styled “global specialist recruitment group”, Hydrogen (HYDG) has updated including “activity levels have broadly stabilised during the second quarter… has maintained the critical mass in all our key markets” and “increase net cash during the period to £6.5m (31 December 2019: £4.5m, and 30 June 2019: £3.4m)”. The shares have currently responded to 28.5p, 9.5% lower!...

Video: We Will Easily see $2000 Gold in 2020

Fund Manager Frank Holmes argues that the fifty and two hundred day moving averages act as essential signals for big institutional money. When these signals cross, they start to notice since they prefer to having the wind in their sails.

  • 15 July 2020, 14:51 |
Bearcast
premium content

Tom Winnifrith Bearcast: A long chat with Mahmud Kamani of Boohoo.com

Today there will be little material from me on ShareProphets as I am recording videos for MineProphets all day. I have just done one with Ross Norman which was a total zinger. The content you will get for just £2.99 really is awesome if you have any interest in mining stocks. Please buy your ticket HERE. Elsewhere, I had a long chat last night with Mahmud Kamani of Boohoo.com (BOO) and I discuss that in full. Enjoy. I also discuss the daft RNS from Cambridge Cognition (COG).

OPTI
premium content

OptiBiotix – WellBiome distribution agreements, patience still required but still a strong buy...

OptiBiotix Health (OPTI) has recently been “pleased to announce the extension of terms for CTCThis agreement recognises CTC's success in building sales of SlimBiome® and extends terms to enhance further sales growth, supported by minimum sales targets. This is a first commercial step in bringing our new functional ingredient WellBiome® to global markets and building brand awareness” and pleased to announce… a second commercial step in bringing OptiBiotix's new functional ingredient WellBiome® to global markets and building brand awareness”...

Newsboy
premium content

Burberry & ASOS – fashionista trading update face-off!

Despite a 4% odd share price fall in Burberry (BRBY) shares today, the price is still a tad ahead of my optimistic call a couple of months ago. I was not too surprised to see it reporting a rough sales quarter, although you can guess the spin e.g. 'trends improving through quarter' i.e. -45% in Q1 fully but 'just' -20% in June! It was better to hear that 'leather goods full-price sales up strongly in Mainland China and Korea', as ultimately one of the most positive themes for the stock is that getting on for 40% of sales are in this geographic region and is highly likely to rise to a majority of sales over time...

CWR

A Profit-Take Hits Ceres, but It Could Power a Buying Opportunity

Hello Share Bashers. One of my favourite shares at the mo took a nasty 8% dive, though, as is the way with these things, it then recovered a bit. Ceres Power (CWR) has been a brilliant investment for me – about a four-bagger, I think. It’s been rising in big bounds over the last few weeks. But then came a bit of profit-taking and some of the gains disappeared...

AAU
premium content

Ariana – Psst, I have a dirty little secret!

Readers will know that I have gradually been top slicing my holding in AIM-listed Turkish gold miner Ariana Resources(AAU)  – not because it was no longer cheap, but because having seen the shares roofing it over the past couple of years my holding had simply become far too big. It has been an awkward time as a ShareProphets writer as we have very strict rules about disclosure and selling tipped stocks, and whilst I have always retained my bullish view I have wanted to offload a few along the way. But I have a dirty little secret.

Bearcast
premium content

Tom Winnifrith Bearcast: Mahmud Kamani must respond to last night's bombshell and is his position now tenable?

I start with an admission that I am having PC problems which make it a nightmare recording sessions for MineProphets. to tackle this I went to Wrexham to PC World today and report on the true retailaggedon occuring here in Wales. I should be up andrunning and recording by tonight so grab your seat HERE.  Then onto Boohoo.com (BOO) and thoughts on last night's bombshell HERE. Then onto Manolete (MANO). I rebut its pathetic rebuttal HERE but in this podcast deal with its attempted PR hit job on Shareprophets which brings the spinners at Instinctif into utter disgrace.  

MANO
premium content

Manolete: attempted PR hit job on ShareProphets as company issues woeful attempted rebuttal of our dossier

Last week I published a detailed dossier on Manolete (MANO) explaining why the shares, then 515p, were worth 80p. Today the company has published an attempted rebuttal which starts with upper class twit PR scumbags Instinctif trying to smear ShareProphets. The shares are off another 15p at 395p.  The PR men may find smearing journalists almost as entertaining as mutual masturbation behind the bike sheds at Eton, but the markets are not convinced. I shall deal witrh that smear in bearcast later. First why the rebutall is so weak.

FLTA

Filta Group – AGM trading update… after peak Corona madness?...

Filta Group (FLTA) has updated including “May turnover some 14% up on April and June a further 38% up on May” and “launch in May of our sanitisation and protect service, FiltaShield… with the number and value of customer quotations continuing to increase, we are optimistic that, as our markets in the US and UK continue to reopen over the coming weeks and months, we will see an increasing contribution from that service”. The shares have currently responded to 93.5p, more than 8% lower...

SYME
premium content

EXPLOSIVE: Near insolvent: Supply@ME Capital lies to investors or hires a liar

Okay, this is not a £226 million investor mislead. But as near insolvent Supply@MECapital (SYME) tries to ramp its shares ahead of some sort of financial bailout I can state categorically that someone is telling a 100% slam dunk outright lie.

FEVR
premium content

Fever-Tree Drinks – a “Trading Statement” lacking financial specifics… & a recovered £2.7 billion valuation?

Fever-Tree (FEVR) has updated emphasising “consistently strong performance through our Off-Trade channels” and “pleased to announce the acquisition of Global Drinks Partnership, the group's sales agent in Germany… providing us with an ideal platform to take advantage of the opportunity within the German market and accelerate our growth”. The shares have currently responded to around 2300p, circa 5% lower...

Melania_Trump
premium content

Tom Winnifrith: I am going to buy a new stock as a result of MineProphets …and its not gold

On Saturday 18th July anyone serious about mining stocks will be tuning in to MineProphets. The conference will last all day but the, more than 30 videos will stay up until just after Christmas. Tipsters, CEO and a swathe of mining gurus and experts will be presenting and most of those who do present will also be there on the day to chat to attendees in dedicated chat rooms. And already I have one stock I am almost certain to buy

Subscribe to our newsletter

Daily digest of our latest stories.



Search ShareProphets

Market News

Complete Coverage

Recent Comments

Most Read in the Past Seven Days

That Was the Week that Was

 

AAU

Ariana – Surprise!

 

ANP

Anpario – a recovery Buy?...

Thursday »

Cat_Fixing_Lightbulb

Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

Time left: 03:22:04