Video: When the FOMO Comes Rushing Into Commodities
Author Andrew Hoese from Finding Value Finance discusses the potential for inflation in the near future and its impact on various markets. He believes that demographic pressures and fractional reserve lending will lead to inflation and potentially a debt crisis if interest rates rise too high. He suggests that Jerome Powell may raise interest rates further to slow inflation, but this could make it unaffordable for millennials to buy homes. Hoese also discusses the possibility of a short-term slowdown in the real estate market due to deficits and the stimulus sent in 2020. Regardless further inflation may be coming.- By Tom Winnifrith |
- 21 November 2023, 12:41 |
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RegTech Open Project – why its incoming CFO should provide a trading update
According to Regtech’s (RTOP) RNS of 7 September 2023, Paul McFadden will be arriving as Chief Financial Officer with an effective start date of 5 December 2023. When his appointment was announced Regtech’s share price was just over 200 pence per share and now languishes close to its near its 52-week low of 9 pence per share, a drop of more than 95%.- By Tom Winnifrith |
- 21 November 2023, 12:05 |
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Empresaria – notes expected full year adjusted profit before tax, but not that it’s a significant further downgrade…
Previously writing on international staffing group Empresaria (EMR), in August with the shares at 40.5p I concluded that I retained concern on the group meeting market expectations and, even on it being able to do so, how it would translate to the bottom-line and, therefore, continued to avoid. The shares most recently closed at 40p, but what of today a “Trading Update”?
- By Steve Moore |
- 21 November 2023, 11:00 |
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Even for a pescatarian, Cranswick and its world of selected meat opportunities remains a buy
Be it for Thanksgiving or Christmas (or for some of you - good luck with that! - both), I guess a lot of meat will be eaten over the next five weeks or so. Somewhere close to 99% of the time I am a pescatarian, so protein comes more from fish rather than chicken, beef, pork et al. None of this though has stopped me holding Cranswick (CWK) shares this year which, despite all its “passionate about producing only the best quality food”, is really all about meat, meat and…meat. And despite the cost of living crisis, labour force supply issues and other worries, it was good to read this morning that the Cranswick “outlook for the current financial year ending 30 March 2024 is now expected to be at the upper end of current market consensus”. Bring on the Christmas special a bit early then!- By Chris Bailey |
- 21 November 2023, 09:57 |
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Tingo files Q3 numbers with SEC – doubt the caveats will wash or save Chris Cleverly from jail time
After the SEC suspended trading in the shares of the fraud Tingo (US:TIO) last week for at least a fortnight, Tingo filed a notice saying that it would not be filing its made up Q3 numbers with the SEC. It has now filed the numbers but they come with a big caveat:- By Tom Winnifrith |
- 21 November 2023, 09:23 |
Woodlarks Christmas Grotto target reached & beaten – many thanks indeed
Thank you very much for all your generosity during the past three days. The target of £2,000 was reached and surpassed last night and as I write £2,175 has been reached which , with gift aid, is almost £2,600. You can still donate HERE to give even more presents to the kids in special schools and hospices. But the target is reached and on behalf of Nick, Sarah and the amazing team at Woodlarks, I say thank you very much indeed.- By Tom Winnifrith |
- 20 November 2023, 17:03 |
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Tom Winnifrith Bearcast: No I am not supporting team cancer
In today's podcast I discuss Inheritance tax and the dangers of inherited wealth, cancer and Avacta (AVCT), musicMagpie (MMAG), Velocys (VLS), Helium One (HE1), Powerhouse Energy (PHE) and Woodlarks.- By Tom Winnifrith |
- 20 November 2023, 16:51 |
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Vesuvius – confident will meet 2023 expectations, for income and growth BUY
Molten metal flow engineering and technology company Vesuvius (VSVS) has issued a trading statement including that its “differentiated solutions supporting both good pricing performance and market share gains… gives us confidence that we will continue to meet our full year 2023 expectations despite weaker market conditions”. Good news from a current 410p share price here?- By Tom Winnifrith & Steve Moore |
- 20 November 2023, 16:50 |
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Thruvision – interims, ‘a robust base from which the group can profitably grow’?
Previously writing on group describing itself as a “leading provider of walk-through security technology” Thruvision (THRU), last month with the shares up to 24p I concluded I still continue to question whether the group has currently ‘a robust base from which the group can profitably grow’. At a now prospective £38.6 million market cap, I still currently certainly avoid. What now of the group’s results for its half-year ended 30th September 2023 and the shares currently at 20p?
- By Steve Moore |
- 20 November 2023, 16:20 |
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Ilika – argues “Key Technology Development Milestone”, how’s ‘key’ cash burn going?
Describing itself, not caring for modesty, as “a pioneer in solid state battery technology”, Ilika (IKA) has issued a “Key Technology Development Milestone”-titled announcement. What of this and the shares currently more than 20% higher at 35.5p in response?- By Steve Moore |
- 20 November 2023, 15:00 |
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NightCap: tick tock, tick tock
Good News Travels fast. Bad news is always delayed.- By Tom Winnifrith |
- 20 November 2023, 13:52 |
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MusicMagpie – bid approaches or an admission of debt crisis?
Someone, guess who, leaked to the Daily Telegraph that musicMagpie (MMAG) was in bid talks so forcing a statement from the debt laden company. It states that it is in “early-stage discussions with both BT Group plc and Aurelius Group as to a possible offer to acquire the entire issued and to be issued share capital of musicMagpie.” So what is really happening?- By Tom Winnifrith |
- 20 November 2023, 12:38 |
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Helium One is unable to declare a drilling discovery and I have to wonder if it has enough funds for the next drill - avoid
Despite the way that people are trying to spin things on social media, the helium One Global (HE1) latest drill was a failure and didn’t yield any free gas from the target zones.- By Gary Newman |
- 20 November 2023, 11:15 |
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Velocys – “possible offer” but, with it cash crunch ahoy here in the current funding environment, what about price?…
Previously writing on “sustainable fuels technology company” Velocys (VLS), at the end of last month with the shares slumping to 0.30p I concluded it’s ‘good luck to it raising required funding from here and hopefully my prior warning was heeded. The clear risk suggests still sell/Bargepole’. So what of today a “Funding update and statement re possible offer” announcement?
- By Steve Moore |
- 20 November 2023, 11:02 |
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You can guess what Ashtead says next after observing “despite robust end markets…”!
Ashtead (AHT) offers rental opportunities in “a full range of construction and industrial equipment across a wide variety of applications to a diverse customer base”. I can remember about twenty years ago, when I used to sit opposite someone who was convinced that it would go bust but it avoided that, and the-then sub 10p share price hit over a sixty quid level a couple of years ago. Sadly, I was never clever enough to get involved in the stock during the glory years, but that also means I have no exposure when it announces a bit of a mixed update this morning…- By Chris Bailey |
- 20 November 2023, 09:35 |
You Need to Follow your Own Mind On which Shares might Rocket, But here Are My Chosen Few
Hello Share Trashers. I've been picking around for new share tips for you. But there’s nothing obvious out there this week. So let’s look at some recommendations I’ve made before which are still my favourites for some upward action.- By Malcolm Stacey |
- 20 November 2023, 08:10 |
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I've just received this tweet - any guesses why this Avacta owning moron has zero followers
When shareholders in a company are this moronic you just know that it is right to remain bearish.- By Tom Winnifrith |
- 19 November 2023, 17:49 |
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Tom Winnifrith Bearcast: Boris Johnson being a dishonest knob, tax and back to Skinbiotherapeutics
I start with the Woodlarks Christmas appeal where were are just £353 short, go on please donate HERE. Then it is a bingo moment as I put together why I have a portrait of the 1st Earl of Abingdon c/o a book from 1862. Then Boris being disingenuous and the Tories on tax. Finally it is back to Skinbiotherapeutics (SBTX) and why I stand by comments made last Friday HERE and indeed go further.- By Tom Winnifrith |
- 19 November 2023, 17:40 |
Visual Aid: The Most Innovative Countries in the World in 2023
In many ways, the past year has represented an inflection point in technological advancement. Almost overnight, OpenAI’s large language model ChatGPT became a household name and AI was within reach to the masses.
- By Darren Atwater |
- 19 November 2023, 17:34 |
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The ShareProphets Sunday Pub Quiz #215
It's time for the ShareProphets Sunday Pub Quiz.. There are no prizes! And remember, no Googling!
- By Darren Atwater |
- 19 November 2023, 10:38 |