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BZT
premium content

Bezant Resources – a buy?

Recent recommendations here whose management have included Colin Bird have fared pretty well we suggest – Galileo Resources (GLR) already +136% and Xtract Resources (XTR) +40%, both on an offer-bid basis. Shares in Bezant Resources (BZT) - where he is Executive Chairman - have also fared well recently, but they remain down from levels of as recently as March and give a market cap currently of still below £2 million despite there looking interesting asset potential...

MDZ

MediaZest – argues outlook positives… but are there? & what about that balance sheet?...

Self-styled “creative audio-visual systems integrator that specialises in providing innovative marketing solutions”, MediaZest (MDZ) has updated including “it is expected that the operating subsidiary, MediaZest International Limited, broke even for May”“involved in active discussions in relation to potential new client mandates over the last month, and several are expected to be won during the next 4-6 weeks” and “research and development around motion sensing technology and haptic technology… Initial reaction from potential customers for these two product lines has been encouraging” – and the shares are currently at 0.04p, more than 50% higher...

Bearcast
premium content

Tom Winnifrith Bearcast: who will win the US election this year and why it matters

You may not like my joy at Donald Trump beating crooked Hillary Clinton in 2016 but I called the vote correctly and explained in detail how and why I thought The Donald would win. It matters big time for equity investors who wins the General Election in November but also who triumphs in House and Senate races. I offer up my first detailed thoughts. Then I look at Amigo (AMGO), Intu (INTU), Novacyt (NCYT), Avacta (AVCT) and Open Orphan (ORPH). Finally, we are now at an amazing 65% of our keep Woodlarks alive rogue bloggers appeal target. With my big walk now just 5 days away thank you to those listeners who have donated. To those who have not please do so HERE.

CERP

Columbus Energy – “Phase 2 CO2 Trinity Inniss” adds another potential share price catalyst...

Columbus Energy (CERP) “is pleased to announce the start of Phase 2 of the CO₂ Pilot Project in the Trinity Inniss field”...

ACT

Actual Experience – argues “in a strong position”… but then was forecasting commencement of positive monthly cash flows during 2017!...

“Actual Experience plc (AIM: ACT), the analytics-as-a-service company, is pleased to announce its unaudited consolidated interim results for the six months ended 31 March 2020”… and the shares have currently responded to above 30p, approaching 40% higher...

LOOK

Lookers – after last week “results for 2019 are expected to be published by the end of June”...

Lookers plc (LOOK), describing itself as “one of the leading UK motor retail and aftersales service groups”, last week updated with CEO Mark Raban “pleased to have reopened our dealerships… We have used the time as the business has been closed to adapt and evolve to meet changes in consumer behaviour, not just for a post Covid environment, but also to enhance our digital offering and the trend towards electrification… There is still a lot more work to do, but we have the determination, platform and brand partnerships to take the business forward”. Today “Update on Results”… and the shares currently around 25p, approaching 20% lower...

AMGO
premium content

Amigo – no friends and almost no options...

Where did it all go wrong for Amigo Holdings (AMGO)? Regular readers will know I have been following this car crash for a good few years now and today's update is just another step in its demise. The sooner this one is de-listed the better...

PHE
premium content

PowerHouse Energy - Does its so called "technology" even work?!

Tom Winnifrith has written two articles recently about PowerHouse Energy (PHE), firstly noting how Zak Mir is promoting the stock and secondly how there are a bucket (shop) load of 0.5p warrants outstanding; separately Peter Brailey has noted the absurdity of the valuation as being "quadruple bonkers".  But today I want to ask a more basic question: does its so called "technology" even work?

INSP
premium content

Inspirit – Bull**** Update from the Boiler Room

AIM-listed Inspirit Energy (INSP) has today issued an Operations Update in response to my piece on Friday, when I pointed out that yet again the company had failed to file its Confirmation Statement to Companies House on time, and wondered whether the appearance of Mr Christopher Heminway on the shareholder list might presage yet more bad news for Inspirit’s lobster-potted shareholders...

AVCT

The Situation Facing Avacta Investors Like Me

Hello, Share Isolators. The question of what to do with Avacta (AVCT) shares continues to be even thornier. The price exceeded 200p a week or so ago, then began a double-digit daily decline. Towards last week’s end it perked up again and at the time of writing is 157p...

Professor

Sunday Long Reads: Thank you Dynamite, Art of Being Alone, Judging the Complicit, Southern Sheriff, Hong King Optimism

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? 

Bear

The very real threat of a no deal Brexit is back on

A no deal Brexit now looks very much possible and that could have profound implications for your wealth.

WPCT
premium content

….And the good news is: Woodford biotech dogs sold

Of course, the bad news is that the worst of them haven’t been sold and the buyer, Acacia Research, got a thumping discount. The news of the discount should come as no surprise to ShareProphets readers, as Tom Winnifrith, Cynical Bear and I have all warned of as much. And with the absolute dogs left over, there is surely more pain to come for Neil Woodford's motley crew of hard-up former investors into hs Equity Income Fund.

WKP
premium content

Commercial property update: Intu's on standby, Workspace believes

There has been a lot of debate about shopping centre operator Intu (INTU) on this website.  For me there was little surprise when I read yesterday that the company has apparently put an administrator on standby as 'one banking source warned this weekend...that Intu could be declared insolvent within a fortnight if it fails to make sufficient progress in the negotiations with lenders'.  As I have noted before  this is all last chance saloon, will the banks prefer a zombie option or not?  No doubt excitable times await for the shares next week. 

Quiz

The ShareProphets Sunday Pub Quiz #40

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.

Bearcast
premium content

Tom Winnifrith Bearcast: Strawberry fields forever coming later but first some sheer insanity

I promise you pictures of my 99 now planted strawberry plants later and I also have good news from the orchard. Yesterday my daughter and I managed just 17 laps of the fields ( 20km) here at the Welsh Hovel for reasons I explain but I shall do 45 laps in six days time to raise the £48,000 Woodlarks needs to survive. We are now at 64% of target, please, please make a donation HERE. then I look at the insanity gripping equities. I am now turning less bullish and explian why, looking at Hertz, Intu (INTU), Avacta (AVCT) and a number of other situations. I refer to my premium video with Matt Earl here. 

Top-10
premium content

Notes from Underground - Most read articles for the week ending 6 June 2020

The most read non-Tom article this week is Two Old Timers: Hochschild and Hertz... by Lucian Miers is just on the leaderboard at number ten or  way down at number 18 including Bearcasts and Tom's new shareshow.

Bearcast
premium content

Tom Winnifrith Bearcast: Happy Birthday Big Nose & Aunt Lucy

It is also the D day anniversary and as some folk gather in London to "fight fascism" by attacking the Police. I spare a moment to remember those who really did fight fascism. I will soon starting on a 25-30 lap walk around the Welsh Hovel. that is 25-30 * 1,185 metres. my last big training walk for Woodlarks. It is raining and the wind is up so think of my suffering and for the vast bulk of Bearcast listeners yet to donate please give a tenner or more to help Woodlarks survive HERE. Ed Croft's Stockopedia lists the top ten AIM stocks to buy including Fevertree, Boohoo and Pan African. I discuss a few issues with such models.

STOB
premium content

Stobart Group – Placing (as predicted) at 40p to raise £100m and FY results at no-one-is-watching o’clock

Last time I wrote about former Woodford favourite Stobart Group (STOB), on April 6th, I predicted a placing…..and so it came to pass that on Thursday night it did indeed pass the hat around – time for an Ouzo, methinks! And the discount? Well, the stock closed Thursday (at 4.30pm) at 69.2p, having traded as high as 74.1p and the bookbuilding exercise was announced at seven minutes past six in the evening. On the closing price, the discount was a whopping 42%. Ouch.

IQE

Table of shorted AIM shares - week to 05/06/2020

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...

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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

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