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CBUY

Cloudbuy sells company formations business – still a sell

AIM-listed Cloudbuy (CBUY) announced this morning that it is selling its company formations business for cash proceeds of £279,090. Apparently this means it won’t now be calling on Mr Sella for further cash, which is probably a relief to the Sella coffers but I’m not so sure the company is out of the woods...

TMO
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Time Out – 2018 results argue “significant progress”… but it’s again vast cash guzzling from another Woodford dog

Media and food and cultural markets group Time Out (TMO) has announced results for 2018, with CEO Julio Bruno emphasising “in light of the progress made in 2018, we are confident in the outlook for the group in the year ahead. 2019 will be a transformative year”. The shares have currently responded... er, slightly lower to 90p – and comparing to a 150p June 2016 IPO…

PDL
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Petra Diamonds could add some sparkle to your portfolio

Diamond miners have performed very poorly of late, but that doesn’t mean that trend will continue indefinitely - and now could be a good time to buy with a longer term view. Petra Diamonds (PDL) is definitely one in this sector which has caught my eye lately, and is one of several diamond miners which I have kept an eye on over the years...

CALL

CloudCall – results argue “a high degree of confidence in the future”… so why the share price fall?

“CloudCall (AIM: CALL), a leading cloud-based software business that integrates communications technology into customer relationship management platforms, is pleased to announce its audited full year results for the year ended 31 December 2018” and its CEO Simon Cleaver considers “having effectively removed some of the cash constraints from the business with successful placings in late 2017 and early 2019, we are well placed to deliver on our growth plans with a high degree of confidence in the future”. So why have the shares responded to 86.5p, approaching 17% lower?...

BAG

Anti-Fizzy Drinks Brigade Might Raise a Headwind against Tizer and IRN Bru

Hello, Share Travellers. Though it pains me to say it, I might seem disloyal to my favourite childhood tipple of Tizer. A.G. Barr (BAG) makes it, along with that other iconic brand IRN-Bru. This is the legendary Glasgow beverage which has kept even the mighty Coke at bay on its home turf (apparently, only three people, including two family members, know the recipe). Also in the stable, though less well known to oldies like me, are Rubicon SpringFunkin CocktailsRockstar and Snapple. But there is a growing awareness that sugary drinks are not that healthy...

Amanda-Van-Dyke

Brexit may have been postponed but UK Investor goes ahead on Saturday 30 March (TOMORROW) – get your seat - last booking noon today

Well it looks as if we will not Brexit on March 29th after all. But The Global Group UK Investor Show on March 30th in Westminster goes ahead and will be more informative and controversial than ever. The last chance to book seats is noon today

YU

Yu-hoo! Why are the shares down 13.5%? Statement needed, surely?

Shares in Yu Group (YU.) have been slipping for a few days, and today they are off by 13.5% at just 75p bid, 85p offer. Of course, we already know that it was making up its numbers until the appointment of the new FD and the bean-counters have been crawling all over the company since then…..as has the FCA. A few days ago the stock was at around 120p, so why the drop?

ACSO
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Accesso – emphasises revenue & ‘profit’ growth… but look at the cash flow & the outlook for it!

‘Queuing, ticketing & distribution and in-venue experience’ technology group Accesso (ACSO) has announced 2018 results emphasising “continued growth with revenue of $118.7m representing an increase of 15.5% on 2017 revenue (proforma for IFRS 15) of $102.8m… adjusted operating profit up 25.5% to $25.1m” and “for 2019 we expect… high single digit overall organic revenue growth, similar to 2018”. Though having already been hit from around 3000p as recently as September, the shares are currently a further approaching 12% lower to 750p. Hmmm…

UKOG
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Lyin Steve and UK Oil & Gas spoofing caption contest

In light of the contrast between the January 25 Lyin' Steve Sanderson video (dont worry about dilution, fully funded, blah, blah, blah) and today's UK Oil & Gas (UKOG) discounted placing we invite captions of the picture below: 3 vessels full of hot air, aka a tankers and two er oil executives. Post in the comments section below with a deadline of midnight tonight. The rudest/funniest entry will receive a semi naked photo of Britain's top share blogger (mornings only), thirsty Paul Scott.

Bearcast
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Tom Winnifrith Bearcast: Talking of Dan Levi's sweaty underpants - Mirriad has a statement

Look I am serious. Start donating to Rogue Bloggers for Woodlarks HERE or I will show a photo of Dan Levi's underpants after his latest training walk which caused sores in places you do not want to think about. On the markets I look at Goals Soccer Centres (GOAL), UK Oil & Gas (UKOG), Mirriad (MIRI), Debenhams (DEB), Optibiotix (OPTI), and Online Blockchain (OBC). 

UKOG
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SHOCKING: Lyin Steve raises £3.5 million for UKOG at just 1.05p - now watch this video from January 25

I think we have found an interviewer dimmer and more sycophantic than both the Sith Lord Zak Mir and Justin the Clown. I bring you a paid for video made by Core TV featuring an interview by a toothy bimbo with Lyin Steve Sanderson of UK Oil & Gas (UKOG). Shareholders should not worry about dilution, we are fully funded for our next two wells, look at the cash we are and will generate. Fabbo.

GOAL
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Goals Soccer Centres – ‘VAT misdeclaration’, shares suspended, hopefully our ‘uninvestable’ warning was heeded

I previously wrote on Goals Soccer Centres (GOAL) earlier this month; now a hat-trick of own goals; accounting error warning, results delay & banking covenant breach!, concluding ‘the company may have “a view to agreeing re-negotiated facilities” but what about the bank? – and, even if it does also, what will it demand in consideration? Unsurprisingly, the shares have slumped lower – to a current circa 40p in response. But with the current financial performance and balance sheet uncertainty, for me this is presently uninvestable’. Today a “Trading Update”… and AIM suspension from trading…

DOM
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#BoycottDominos: £325,000 a year boss despises 17.4m of us, jokes about our deaths

On £325,000 a year life is sweet for David Bauernfeind, the CFO of Domino's Pizza (DOM). Ok, franchisees are in revolt and the shares have tanked by 30% over the past year so you'd have thought as he weighed his salary he'd be busy fighting fires. Au contraire, go to his twitter account @dbauernfeinduk and you will find that he is tweeting like a dervish, not with special offers of two pizzas tasting of cardboard for £19.99 but about Brexit. If you are one of the 17.4 million who voted for Brexit what you will see will shock you, for this fat cat seems to despise we little people and jokes about our death. I, for one, will #BoycottDominos and you may wish to consider whether you want to support the bloated pay packet of a man who looks down on you in this way.

Newsboy
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Quelle surprise it is patchy out there confirms Ferguson (negatively) and Imperial Brands (positively)

I was running around yesterday talking to a couple of different groups of people about the current market backdrop and broadly concluding that it is patchy but not impossible out there. I even managed (somehow!) not to mention the 'Brexit' word for well over half my chat through...which was certainly a blessed relief for everyone there and me in equal proportions. Anyhow these obligations hindered me from filing any copy and the stock I clearly would have written about would have been Ferguson (FERG)...

Crime-Scene
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SHOCKING: London & Capital Finance - the helicopter, the horses, the cash paid direct to Amber Rudd's pal and others...

The administrator's first report into ponzi London & Capital Finance is damning and folks are certainly heading to jail including Amber Rudd's pal and donor Simon Hume Kendall. We publish it in full below. The helicopter for the CEO, the horsebox on the balance sheet the money lent to an insider to buy racehorses, the cash pocketed directly by folks including Amber Rudd's pal Simon Hume Kendall. Bondholders are warned they will get just 20p in the pound back. This is truly revolting.

MRO

Can the Mighty Melrose Do It Yet Again? Yes, I Think It Probably Can

Hello Share Toggers. I was once lucky enough to have one of my struggling penny shares taken over by one of those companies that buy lame ducks and turn them into swans. I forget the details of this 25-year-old event now, but the new company made my share into a 25-bagger. A similar doctor firm is Melrose (MRO). It snaps up companies. It improves them. Then it flogs them on while looking for the next company to change into a skylark...

PAY
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BREAKING: Neil Woodford – whilst buying dividend slashing dog Kier (while everyone else sells), he’s been selling high (but safe) yield Paypoint

This morning Nigel noted that Neil Woodford had been buying Kier – around 1.2% of it in the wake  of last week’s awful results and a 79% pruning of the dividend. It is not exactly the sort of performance for an equity income fund, I would have thought! But It turns out that Neil has also been selling Paypoint (PAY) – which trades on an underlying yield of c 5.5% (but 9.9% if you include bonus payments) and where the payout is safe as houses. That sounds perfect for an equity income fund! I must be stupid…..

DPP

DP Poland – 2018 “24% increase in System Sales, 18% growth in revenue”… so why continued share price decline?

The company with the exclusive right to develop, operate and sub-franchise Domino's Pizza stores in Poland, DP Poland (DPP) has announced 2018 results emphasising “24% increase in System Sales, 18% growth in revenue, 66 stores open to-date”“the share placing completed at the end of February gives the business the requisite funds for further corporate store openings and investment in sales and marketing… we have launched an innovative marketing campaign for 2019” and “we are trialling a partnership with the largest delivery aggregator, Pyszne (Takeaway.com) and early signs of significant incremental sales look promising”. However, already down from more than 20p as recently as December, the shares are currently further lower at around 8p…

YGEN
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Yourgene – Egypt “news” in the loosest term: Strong Buy

It is hard to get terribly excited by the latest news from Yourgene (YGEN). Indeed is it really news? But fear not there is far more exciting material in the pipeline...

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