Investor and fund manager Matt Geiger starts with a discussion of the nickel market and its performance over the past year. The long-term demand picture looks good as E.V. adoption rates continue to grow, and Matt suggests that lithium-ion batteries should instead be called nickel-ion batteries. He thinks the market will embrace the improving nickel narrative.

More bad news for beleaguered Neil Woodford. The benchmark for his Equity Income and Income Focus funds, the FTSE All-Share, may have been largely flat yesterday but the funds’ NAV per unit  dropped like a stone by 2.06% and 1.34% respectively and the total value of Equity Income now sits at just £3.04 billion. It seems just a matter of time before the £3 billion mark is taken out.

“Immotion Group PLC (AIM: IMMO.L), the provider of 'Out of Home' virtual reality experiences, is pleased to announce its interim results for the six months to 30 June 2019” and also “agreements for three further installs in its fast growing Aquarium sector”. However, a current 6.75p share price compares to a 10p IPO little more than a year ago…

Yet another Neil Woodford disaster has gone bust. Sphere Medical was once on AIM but with Woodford chucking in more cash (good money after bad) as it delisted because it saif it would prosper more as a private company this is another case where Nomates knew best....

Corero Network Security (CNS) has announced results for the first half of 2019, including emphasising “the board continues to believe the business is well-placed for growth”. Having commenced the year heading towards 13p, the shares are currently a further more than 5% lower today heading towards 2.5p. Hmmm…

Shareholders in Versarien (VRS) need something to cheer about as the wheels start to come off this ludicrous promote. Step forward moronic shareholder but talented cartoonist Roger the Grouch with this Rugby World Cup themed offering. I think I'm the fat bear, Lucian the squashed one. Natch ramper in chief Neill Ricketts is the hero..

Yes my daughter and I will be at Oxford United tonight to see the mighty Hammers. COYI. As I try to contain my excitement I discuss Neil Woodford and what the dumping of IP Group (IPO) shares tells us, Aston Martin Lagonda (AML), the FCA and mini bonds and Alexander Mining (AXM).

Previously writing on Coral Products (CRU), in May I questioned director share purchases... but inspiring confidence?, concluding the announcement still doesn’t really inspire faith in the board’s confidence in its strategy and look forward to a year of continued improvement and, with the shares above 8p, I continue to avoid. Today the shares are currently down from 7p towards 5p on the back of an “AGM Statement”…

Jibed by me yesterday, AIM-listed jam-tomorrow investment company Tern (TERN) has finally got around to releasing its interims and as suggested the numbers are truly awful. Indeed, without a placing or a disposal it looks set to be out of cash by Christmas despite the placing to raise £1.5 million (with 10% costs!) shortly after the FY18 umbers were released. So much for being fully funded to the end of this year, as we were being told last year. When’s the placing and what will be the discount demanded by the bucket shops? Or will Tern just go bust?

The best line from today's crop of regulatory news statements is undoubtedly the observation from Hornby (HRN) that 'We regret not producing a Brexit themed model. Our new grasp of social media has shown us that people are passionate about sharing their views on the topic. If the situation persists, we have plans for a locomotive that reliably gets stuck between stations'. Very good! Also before we get to the main event…

And so the battle continues. On Monday Burford (BUR) published a new 45 page report defending its uber agggressive accounting policies from attacks led by Carson Block of Muddy Waters. Natch it was on its own website rather than via RNS so there was no need for Nomad sign off. Now Muddy Waters has hit back. It responds.

I commented on the investment case for Simec Atlantis Resources (SAE) a few month ago – I called it a sell and justified my opinion at some length. Having reflected on my prior article, and frankly all writers of opinion on investment cases should reflect on their opinion, I am now clear this company’s retail bond offering is at best immoral. For a “Green Energy” company what could be worse?

Yesterday the FTSE All-Share index (Neil Woodford’s benchmark for his Equity Income and Income Focus funds) dropped 0.49%, but his funds dropped 0.62% and 1.09% in NAV per unit respectively as yet another day of underperformance took its toll...

I have been wondering where AIM-listed jam-tomorrow investment company Tern’s interims results are. For the last two years they have appeared by around the halfway mark through September, but it starts to look as though the company is going for deadline day. Surely, with just a handful of investments to keep an eye on, it is possible to offer up interims by now – which leaves me wondering why the delay.

Previously writing on Wildwood and dim t restaurants company Tasty plc (TAST), I reviewed discounted fundraising bears out my prior caution, though where from here?. Now results for its half-year ended 30th June 2019…

Yesterday I revealed, HERE, the shocking way that Brady PLC (BRY) had withheld damaging price sensitive information from the AIM Market and investors, in part with the collusion of Nomad Cenkos. With the company now having to raise £3 million in just six weeks simply to meet November payroll but needing far more to be viable, it and Cenkos are still dissembling about the nature and scale of its problems. I have today written to AIM Regulation and the FCA asking for a formal investigation and to force Brady to come clean. The letter is below

KEFI Minerals (KEFI) has announced results for the first half of 2019 and that “the remainder of 2019 is expected to be a very exciting period for the company and we look forward to providing regular updates as matters progress”…

Everything comes to those that wait. I see the perilous nature of the advertising markets - a function of both the rise of internet initiatives and patchy underlying economies - is still continuing to play out with M&C Saatchi (SAA), which I wrote about a mere six weeks ago and whose shares have dumped a further quid to just over 150p (including a 10% fall today) over the interim period…

In today's podcast I consider the political news. It's time to become a Gilet Jaune! Pick up your pitchforks!. Then I look at three dogs that should be shot: Versarien (VRS) - AGM bollocks today - Metro Bank (MTRO) - Bond issue pulled, could be a zero - and Brady (BRY) - no news so a letter to the FCA is on the way.

Just one guest in this week's show, which is sponsored by Yorkville, the bear raider Lucian Miers who has been doing due diligence at the coal face on the cannabis market. We discuss pot stocks and GW Pharma (GWP) in particular, the We Work flop and its macro significance, Versarien (VRS), Sirius (SXX), Tesla (TSLA), Purplebricks (PURP) and Greggs (GRG).If you like this and can't wait seven days for more of the same you should listen to my Bearcast every day.