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Dead-Donkey
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Red Flags at Night from the Woodfjord Kennel (again) as Neil bails it

Having released FY18 numbers at eleven minutes past one in the morning and then last week announced massive redundancies at 6pm on Friday, Oslobors-traded Thin Film (THIN) has a bit of a track record for slipping ouit calamitous news at no-one-is-watching o'clock. And so last night at thirty seconds to 9pm……

Newsboy
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Sage stumbles...but I remain calm and collected on a white hot day

Apparently it is hotter than in Bangkok today in London. I am not sure if I really want to visit either...but meetings await in the latter later on today. I am feeling calm and collected despite the weather and that one of my 'tips of the year' is down 9% odd on the day as I write. More about that in a paragraph or two…

Collapsing-Reactor
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Redemptions Watch: Neil Woodford’s Income Focus Fund has a better day (of sorts) as a critical week looms

Neil Woodford’s Income Focus Fund put on 0.39% in NAV per unit yesterday – not bad, given that the FTSE100 dropped 0.7% and was even lower at lunchtime when the figures were calculated. That should have increased the size of the fund from £286.21 million to £287.33 million before redemptions...

ITV

Love Island Boost Adds to Prospects of a Higher Share Price for ITV

Hello, Share Swipers. On reading my annual report of ITV (ITV) a few months ago, I noted that my former lodger, Sir Peter Bazalgette, the chairman, was puzzled by the low share price. I suppose he would say that, but I think he has a point...

NCCL
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Ncondezi Energy – “signs JDA with CMEC and GE”, shares on the rise?

Last week we updated, concluding at around the circa 8p levels that shares in Ncondezi Energy (NCCL) remained a speculative buy. Now a “signs JDA with CMEC and GE” announcement…

ACSO
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Accesso Technology – states “high level of inbound interest”… but will it translate into an attractive offer?

A 1:15pm “Commencement of a formal sale process” announcement from Accesso Technology (ACSO) – and the shares have currently soared by approaching 50%, above 1100p…

RRE
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My RockRose tip is up nearly 450% but I wouldn't be rushing to cash in just yet

RockRose Energy (RRE) has been one of the real success stories amongst smaller oil and gas producing companies in recent times and has grown its business at an incredible rate via a number of acquisitions. It has come an awful long way since I first covered it as a buy here back in April 2018 at around the 350p level, and today it relisted following a deal which constituted a reverse takeover of the Marathon UK and Marathon West of Shetland assets for $140 million. Currently it is trading at around the 1,900p level with a market cap of circa £240 million, representing a profit of nearly 450% for anyone who followed my original buy recommendation...

BONH

Bonhill – trading update & “results for the six months ended 30 September 2019 which are expected to released in mid- September 2019”. Er…

Bonhill (BONH), the “B2B media business specialising in three key areas: Business Information, Live Events and Data & Insight”, has updated including “it has been another period of improvement in the overall quality of our people, business activities and geographic reach… anticipates that results for the year ending 31 December 2019 will be in line with market expectations”. The shares have responded, er, at around 65p, currently approaching 10% lower!...

Bearcast
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Tom Winnifrith Bearcast: A car crash occurs as I prepare to bite my lip

My liver survived the visit of Jono relatively unscathed, today I have new guests and will be biting my lip hard. Ahead of their arrival I discuss Aston Martin (AML), Kier (KIE), Westminster Group (WSG) and Dev Clever (DEV). If you have a spare couple of hours later I urge you to listen to my free weekly podcast which is most excellent and can be found HERE

SPE
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Sopheon – no change in “expected commercial momentum”? Er…

A trading update from self-styled “international provider of software and services for complete Enterprise Innovation Management solutions” Sopheon (SPE) includes “since January, we have increased our sales pipeline value by 48 percent… includes a large number of opportunities where we are strongly positioned and that we remain confident have a high probability of closing in the balance of the year”. So why are the shares - at 800p - currently approaching 15% lower?...

AML
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Yet another share price car crash at Aston Martin

In a manner reminiscent of a blundering, multi-take shoot of a James Bond film scene where his pristine ride is written off as part of a plot twist, I see Aston Martin Lagonda (AML) shares are once again having a shocker. Today's 20% odd fall follows the publication of a trading update which included the words 'revised outlook' in the headline. And you can guess already that this is not going to be an upward revision…

Collapsing-Reactor

Redemptions Watch: Neil Woodford’s Income Focus fund still sinking

The bad news for Neil Woodford is that his Income Focus Fund slipped again yesterday by a modest 0.14%. That should have seen the fund size drop from £287.25 million to £286.85 million – very modest. But of course that was before redemptions.

FEVR

As Fevertree's Current Share Price Fails to Fizz, You might Want to Look Elsewhere

Hello, Share Tailors. After supporting Fevertree Drinks (FEVR) quite heavily in earlier days on this magnificent website, I eventually got cold feet at the constant rocketing of the share. Overly confident that what goes up must come down, I sold my holding far too early. Never mind, a profit is a profit – and without trying to sound like a case of sour grapes, I would not buy the stock now...

Tom
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FREE Podcast: ShareProphets Radio Edition 1 with Tom Winnifrith

Excuse my croaky voice. In this inaugural edition of the ShareProphets Radio podcast sponsored by Riverfort Global Capital, this week, in order I discuss the pot bubble, interview Nigel Somerville on Neil Woodford, flag up my next 3 FRC PLC victims, interview outspoken broker Andrew Monk, discuss why CSR is a waste of cash and interview Steve O'Hara of Optibiotix (OPTI). Enjoy. If you like this and can't wait seven days for more of the same you should listen to my Bearcast every day.

Dead-Donkey
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BREAKING EXCLUSIVE: New 1 billion Euro short dossier from Gabriel Grego - Italy AIM listed Bio-On

The man who exposed Globo (GBO) and Folli Follie as outright frauds is back with a devestating new dossier on 1 billion Euro capitalised Bio-On which is listed on Italy's AIM market. This looks like a slam dunk zero to me. The dossier from Gabriel and Quintessential Asset Management is below.. as ever we are first with the news....  

Bearcast
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Tom Winnifrith Bearcast: Waiting for Jono & another Gabriel Grego AIM bombshell

My fat, drunken, friend Jono from Zimbabwe arrives at the Welsh Hovel shortly and I shall try not to allow him to lead me astray. I also await Gabriel's next bombshell dossier I am to publish tomorrow morning. In this podcast I look at the wider implications of the RM2 (RM2) debacle for Neil Woodford, at IQE (IQE), at Fevertree (FEVR) - hat tip Leon Boros - at St James House (SJH) and at Diversified Gas & Oil (DGOC).

RM2
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Woodford Dog RM2 – catastrophe as Neil is snookered

After bailing out the ridiculous AIM-listed RM2 (RM2) over and over again with other people’s money before his own supply ran dry, Neil Woodford finds himself completely snookered this morning as RM2 has announced a bailout fundraising without Woodford and he faces the choice now of being diluted to oblivion or watching it go bust. Of course, readers of this fine website have been warned and warned and warned. But Neil always knew best.

PZC
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PZ Cussons – losses in Africa... but still a buy?

I criticised PZ Cussons (PZC) last month for not saying enough to investors and explaining why its long-standing CFO has left, but today it is making a bit more of an effort with full-year numbers. I have been a buyer of the CarexImperial Leather and St Tropez brand owner for a while but I must admit I so far have failed to pop down to Nigeria to check out its current large corporate malaise on the ground…

MOTR

Motorpoint – “remains confident in its full year outlook”. Hmmm…

An “AGM Trading Update” from the UK's largest independent vehicle retailer Motorpoint (MOTR) concludes “the board believes Motorpoint is well placed to continue to take market share and remains confident in its full year outlook”. The shares have though responded lower, towards 200p…

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Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

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