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Latest News

CWK
premium content

Good to see Cranswick worrying about Brexit as much as Covid-19...

It really is a crazy time. I see the management of Intu Properties (INTU) has admitted the company is close to administration as a standstill agreement remains illusive. Logically (not!), the shares are little changed as I write. You know my view on this one: a zombie at best, as noted earlier in the month. But the dog known as Intu is not what I really want to write about today. I believe I am correct in saying that nobody here - not even Malcolm - has written about Cranswick (CWK)...

SEQI

Here's a Fund which Does It Differently and seems Worth a Look

Hello, Share Kickers. Normally I avoid shares in income funds as I prefer to make my own choices. But I rather like the look of the Sequoia Economic Infrastructure Income Fund (SEQI)...

WALG
premium content

ShareProphets China AIM 'Filthy Forty' performance update – Walcom (finally!) suspended edition

Nigel Somerville - the Deputy Sheriff of AIM - is currently conducting the ShareProphets national anthem as Walcom Group (WALG) Nomad Allenby Capital finally seems to have had enough of the farce of a non-arriving loan… and has “resigned… with immediate effect”. As Nigel enjoys an ouzo, how’s the ShareProphets China AIM 'Filthy Forty' looking now?...

Bearcast
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Tom Winnifrith Bearcast: the answer to too much debt cannot be even more debt

I start with two points of order on my next premium podcast (out later tonight) and on July 18 ( more details tomorrow). Then I look at Walcom (WALG) and lessons learned, Tomco (TOM) and lessons not being learned as who gives a flying wotsit about criminality on AIM, and at Cineworld (CINE) where there are four reasons to stay short.

WALG
premium content

Ouzo Time!! Filthy Forty Walcom – Fat Lady bursts onto stage and sings her heart out: it’s all over!

Somewhat  belatedly, this morning at 8.16 am ShareProphets AIM-China Filthy Forty play Walcom (WALG) finally got around to issuing an RNS which was surely due last Friday to tell us that the bank had again blinked, that CEO/CFO still  hadn’t provided the bailout loan promised back in January and that he still intended to do so. The Nomad-signed RNS suggested that it was therefore business as (not so) usual. But then at 1.16pm the Fat Lady finally ploughed through the security cordon and before you knew it she had sung her heart out and the show was over.

TOM
premium content

Breaking: After last week’s insider dealing and pulled placing Tomco placing again but broker Turner Pope not on the case

Shares in Tomco (TOM) have continued to race ahead even thought it is teetering on the brink of bankruptcy as those who broke insider dealing laws by forward selling last week’s placing, which had to be scrapped after it emerged the company had lied to investors, scuttled to buy back. That offers an opportunity and so I can reveal…

PIRI

What is the collective noun for a group of share rampers? A Lenigas?

Peterhouse is the broker, Chris Akers is on board, Dave Lenigas is too and now there is a paid for interview over at ShareTalk. It is almost the perfect cocktail. So what is the collective noun for a group of share rampers> A bluster? A promote? A festering turd? The stock here is Pires Investments (PIRI) and Big Dave has twitter diarrhoea.

CYAN

CyanConnode – “pleased to announce that it has now commenced shipment”, BUT...

“CyanConnode Holdings plc (AIM: CYAN), a world leader in Narrowband Radio Frequency (RF) Smart Mesh Networks, is pleased to announce that it has now commenced shipment of Omnimesh RF Modules” commences an “Update on Rollout of Indian Contract” announcement from the company – and the shares are currently above 4.5p, more than 20% higher...

AMGO
premium content

If you screw your customers enough, in the end shareholders get shafted too – why Amigo is a zero with more news today

I discussed this with reference to Amigo (AMGO), at length, a couple of weeks ago in my new video show. Today another warning from the company shows that it is past the stage of making windfall profits from screwing its customers in any orifice going, and is now suffering the blowback on that which will, in due course, wipe out shareholders completely.

WALG

Filthy Forty Walcom – urgent statement needed ASAP: is it bust?

Last Monday ShareProphets AIM-China Filthy Forty play Walcom (WALG) offered up yet another statement saying that again its CEO/CFO Mr Francis Chi had failed to offer up a bailout loan, that he still intended to do so (as he has since January!) and that in the absence of further funding it would be a one-way trip to the corporate undertakers last Friday, June 19. There was no statement on Friday, and here we are on Monday and there still has been no statement. Is Walcom bust or not? We need a statement.

CINE
premium content

Short, sour and shabby from Amigo and Cineworld

A new week...but some matters do not change. First is perennial bad boy Amigo Holdings (AMGO), whose shares are down a further 25% on news that the company has 'continued to see a substantial increase in the rate of complaints'. Well there is a surprise...not!...

NG

The Grid Powers Along Despite the Virus as Rising Dividends Seem Insulated

Hello, Share Pickers. It’s some time since I last brought National Grid (NG.) to your attention. It’s one of those reliable companies which doesn't have a volatile share price and which pays steady dividends. So the temptation is to leave the Grid to its own devices as we concentrate on some more electrifying choices in our bag. Despite the virus, National Grid has been performing better than might be expected...

Tom
premium content

Tom Winnifrith Shareshow No 3: Well over 2 hours of Peter Brailey on oil, gas and oil stocks, Skinbiotherapeutics CEO and myself on why Intu and Amigo will both be zeros

And now from Wales, by just 30 yards, it is my new, I hope, weekly show. This costs 99p per episode to access and you can either listen or watch very sparky interviews with our in house oil guru Peter Brailey not holding back with a new explicit warning on gas, Stuart Ashman of Skinbiotherapeutics (SBTX) who was so impressive I have just bought more shares and myself on how gravity cannot be defied forever with reference to zeros in waiting, Amigo (AMGO) and Intu (INTU).  You can access the show HERE

TSG

Trans-Siberian Gold – “significant resource upgrade” helps less than 3 month gain to 45%...

Trans-Siberian Gold (TSG) has updated on its Asacha gold mine, Far East Russia, emphasising “a significant resource upgrade which comes as a direct result of our successful drilling campaign. It is pleasing to substantially increase the size of the overall Mineral Resource and also move our resources into higher confidence categories” – and helping the shares up to 89p...

BKY
premium content

Berkeley Energia – states “not aware” of why better recent share price… then provides some reasons!...

Shares in this company have more than trebled since we last advised folks to by. The more proactive Australia Securities Exchange made a “price and volume query” after recent increased volumes and share price in Berkeley Energia (BKY) – and the company has now produced its response…

Bearcast
premium content

Tom Winnifrith Bearcast: Will we make a killing buying the Zak Mir portfolio of utter shite?

A reminder, July 18 keep it free. I first discuss the latest ideas of Rishi Sunak to revive the real economy and point out the problems and contradictions. Then I consider Zak Mir's cunning plan to make a killing on the stockmarket and a variant of the Sith Lord's wheeze suggested to me by a private client stockbroker. Will it end in tears?

ARS
premium content

Copper is showing strength and Asiamet finally look to have a project partner onboard - speculative buy

So far Asiamet Resources (ARS) has been fairly typical of many small AIM resource stocks, in that it has largely failed to live up to expectations and has had to keep raising money at ever-lower prices over a number of years.

WG
premium content

Time for short sellers to take their profits on Wood Group?

The short sellers were smart to highlight Wood Group (WG.) as a top opportunity back at the start of the year as it has been a dog stock this year.  Well thematically you can understand why given the sheer volatility in the oil price so far this year and the slash and burn of capex budgets by the oil giants.  That is not good news for a company providing a range of services to the sector. 

Quiz

The ShareProphets Sunday Pub Quiz #42

This has nothing to do with shares or investing or anything. It's the end of the weekend and we've organised a quick pub quiz. Grab your own beer, there are no prizes, and for Pete's sake, no Googling! Only I get to do that. If you are so inclined, please enter your score in the comments. The highest score still won't get a prize.

Professor

Sunday Long Reads: Gravity, AvroArrow, Human contact-less babies, End of Tourism, Dropshipping, Human Display

Here are six 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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ANP

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Thursday »

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Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

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