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Jubilee Metals – “Q1 Operational Report”, still a growth roll-out Buy
Jubilee Metals (JLP) has announced “a strong Q1 operational performance and remains on track to deliver against the production guidance for the 2024 financial year”, as well as emphasising further significant expansion plans and potential.- By Tom Winnifrith & Steve Moore |
- 10 November 2023, 11:54 |
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Technology Minerals – now about that legal action over the unpaid £391,000
Oddly enough Technology Minerals (TM1) – the company that stinks with numerous links to the fraudster Chris Cleverly of Tingo (US:TIO) infamy – has not mentioned this huge legal threat. I do hope it has flagged this up with the FCA as it struggles to get an RTO prospectus approved. I bet it has not.- By Tom Winnifrith |
- 10 November 2023, 11:54 |
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Volex – “well positioned to achieve full-year results in line with market expectations” and there remains value...
Power and data transmission products manufacturer Volex (VLX) has issued an update that it “is well positioned to achieve full-year results in line with market expectations”.- By HotStockRockets |
- 10 November 2023, 11:08 |
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J Sainsbury – interims note continuing “strong trading momentum”, a 300p+ share price realistic...
J Sainsbury (SBRY) has announced results for its half-year ended 16th September 2023 and that, with “strong trading momentum” having continued in recent weeks, it is confident heading into the peak trading period.- By Tom Winnifrith & Steve Moore |
- 10 November 2023, 11:08 |
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Why are Diageo’s shares down 10% today?
You all probably know a lot more about Johnnie Walker, Guinness, Tanqueray, Baileys, Smirnoff, Captain Morgan, Crown Royal and Don Julio drinking realities than me. As a boring teetotal analyst for the last thirty years, I have no idea if they taste nice, make you feel good and the like, but I can see what is popular and respected via the boring old world of supply, demand and pricing power. And on all those fronts, I can fully understand why the company is still seeing its business “momentum continuing in four of our five regions”. What surprises me a little is the chat this morning that, “due to a weaker performance outlook in Latin America and Caribbean”, the company has had to issue a dodgy trading update.- By Chris Bailey |
- 10 November 2023, 11:07 |
Photo article : Gary catches a whopper
Gary Newman is on a fishing holiday in China hence his absence from this site. But he has just posted this photo of his first big catch, a 77 lb 12 oz black carp.premium content
Chill Brands – it is what it is NOT saying
The ramping continues with news that Chill Brands (CHLL) is to plug its nicotine free vapes via a wholesaler website. With almost zero brand awareness it is hard to see many small independent stores placing orders via this channel but in the absence of any positive financials to ramp the shares ahead of the next bailout placing any news will do. But it is what it is NOT saying that matters.- By Tom Winnifrith |
- 9 November 2023, 16:20 |
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Aptamer – full-year results, has bad news again travelled slowly?
Writing on group describing itself as a “developer of novel Optimer binders to enable innovation in the life sciences industry” Aptamer (APTA), earlier this week with the shares down to 1.225p I concluded that I continued to avoid with also results for its year ended 30th June 2023 still needing to be delivered despite last year the results announced in mid-October. With it announcing the results now, has bad news again travelled slowly?
- By Steve Moore |
- 9 November 2023, 16:09 |
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Tom Winnifrith Bearcast: How many times can the pompous prick Sir Martin Sorrell be allowed to screw it up?
In today's podcast I discuss an accumulator bet on three profits warnings before Christmas or 4 before St Valentine's Day. I look at S4 Capita (SFOR) run by the pompous prick of the year 2010-23, Argentex (AGFX) and the disaster that is Falanx (FCS)- By Tom Winnifrith |
- 9 November 2023, 15:43 |
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Fusion Antibodies – trading update estimates “cash runway has been maintained”. Has it really though?!…
Previously writing on antibody contract research organisation Fusion Antibodies (FAB), in August with the shares down to 6.625p I concluded they were a trading concerns avoid. A “half year trading update” announcement from the company now includes that it “has achieved a marked growth in the sales pipeline with overall values now standing at approximately four times that of six months ago”, but what of the shares currently materially further lower at below 4p in response?
- By Steve Moore |
- 9 November 2023, 14:58 |
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Reabold Resources – Sack the board GM really is Hobson’s Choice
Kamran Sattar of Portillion dropped me a note on November 3rd to give me a heads up that he was calling a GM to sack the board of Reabold Resources (RBD). This really is like choosing between scylla and charibdis as I explained to him - he has goofed..- By Tom Winnifrith |
- 9 November 2023, 13:48 |
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TheWorks.co.uk plc – notes “sales growth” and medium and long-term “potential”…though what about the bottom-line currently?!
Previously writing on arts and crafts, stationery, toys and books retailer TheWorks (WRKS), towards the end of August with the shares falling below 30p I concluded to continue to avoid ahead of half-year detail including with costs and consumer spending headwinds. The shares most recently closed at 40p…but what of them currently down to 28.4p on the back of a “half-year trading update”?
- By Steve Moore |
- 9 November 2023, 11:50 |
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NightCap – more bad news but where is the dog's real bark?
In 2022 Nightcap (NGHT) warned on 3 November that (piss poor) results would be out on 10 November. So far this year we have had no news on the numbers and it is blindingly obvious that Sarah Willingham’s company is pregnant with the current year’s lack of profits warning. Good news travels fast, bad news is always delayed. So instead of any news on the results/profits warning, to sugar the pill, we have another piece of bad news dressed up as good.- By Tom Winnifrith, the Sheriff of AIM |
- 9 November 2023, 11:30 |
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I still am a fan of Wood Group shares
I am a bit disappointed that Wood Group (WG.) shares are down a couple of percent this morning as I write. Its third quarter update, after all, concluded that its full year outlook was confirmed. As always, it depends what is already priced in, and what is said about what is likely to go on next year and beyond. Investment is always an analytical game at many levels.- By Chris Bailey |
- 9 November 2023, 10:35 |
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ReNeuron – Interims And Going Concern Issue: SELL
AIM-listed ReNeuron (RENE) put out its interim results to 30 September yesterday, announcing another loss, this time of £2.8 million to bring accumulated losses to a whopping £155 million for this £3 million capitalised company. Worse still, it is running out of money….again.- By Nigel Somerville, the Deputy Sheriff of AIM |
- 9 November 2023, 08:36 |
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October AIM statistics – another disaster and a £40 billion question
The numbers do not tell a lie and are truly dreadful. In October nine companies left the casino and zero joined. That makes it the worst month of a dreadful year to date which has seen 59 departures and just 12 arrivals. The number of companies on the sewer was 769 at the end of the month, the lowest since early 2003. But there is a more damning statistic.- By Tom Winnifrith, the Sheriff of AIM |
- 9 November 2023, 08:35 |
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Superdry – shareholder approval for South Asian IP disposal, but how much is this really set to help a “turnaround plan”?
Fashion brand company Superdry (SDRY) “is pleased to announce… approval of proposed disposal by shareholder vote”. This is for the proposed disposal of its intellectual property assets in India, Sri Lanka and Bangladesh, and what of a current 40.75p share price in response?- By Steve Moore |
- 8 November 2023, 16:12 |
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Tom Winnifrith Bearcast: A new book by Tom Winnifrith out today
I discuss that book which you may find hard to read then Versarien (VRS), Tern (TERN), Celadon (CEL), Tingo (TIO) and, in detail, another Chris Cleverly stock going to ZERO, Technology Minerals (TM1).- By Tom Winnifrith |
- 8 November 2023, 16:02 |
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Has Justin the Clown's Vox Markets gone bust yet? Annual results suggest its only a matter of time
A reader takes me to task for failing to comment on the annual report of Vox Markets, the company that takes payments from shite companies to pump their worthless shares, often using the services of Justin the Clown. The annual report covers an extended 16 month period to 31 December 2022 and came out on September 26. I can but apologise for not picking up on this earlier.- By Tom Winnifrith |
- 8 November 2023, 14:34 |
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Time Out Group – full-year results emphasise “well positioned for sustained growth”. Is it though?…
Now describing itself as a “global media and hospitality” group, Time Out (TMO) has announced results for its year ended 30th June 2023 headlined “Continued progress in revenues and adjusted EBITDA with both Media and Markets growing strongly - Company well positioned for sustained growth”. Is it though?…- By Steve Moore |
- 8 November 2023, 14:18 |