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Latest News

Bearcast
premium content

Tom Winnifrith Bearcast on this Brexit betrayal day: Answering a Neil Woodford question for Roger Lawson.

Neil Woodford needs money for his funds urgently but to give to a far more deserving cause which I may have mentioned once or twice go HERE. I discuss damning statistics for the AIM Casino, Inspirit (INP), Mobile Streams (MOS) and in the Woodford section Paypoint (PAY), Imperial Brands (IMB) and now Strix (KETL), another jolly good income and growth play he is dumping. 

Gold

Podcast: a much higher gold price is coming

Copper has always been a favourite metal for geologist turned broker Barry Dawes, being the third largest metal in terms of consumption and continues its historical pattern of long term growth. China and Asia use an enormous amount of copper and shortages are developing. This should result in a boom in copper prices and then new exploration.

INSP

Inspirit – Pleased to announce interims. It shouldn’t be – SELL.

News from the boiler room this morning is that AIM-listed Inspirit Energy (INSP) is pleased to announce its interims. I’m not sure why – they are awful! But perhaps the pleasure relates to the fact that they are out at all, for the numbers show a deficit of net current assets. Is it bust yet?

Gold

Today Gold becomes money again

Yes it really is

JHD
premium content

James Halstead – strange name, decent company

I like a company whose name does not give too much away as it probably means that many investor and analyst types will overlook it. This means that in today's results crop James Halstead (JHD) stands out…

ZTF

There's No Place Like Foam for this Big Profitable Enterprise

Hello, Share Beamers. Never one to rule out shares which do boring things, I think it might be worth your looking into a big British company which makes foam. Zotefoams (ZTF) says it produces foams which are lighter and more friendly with the environment than its rivals...

Bearcast
premium content

Tom Winnifrith Bearcast: Some cracking news for Neil Woodford, I'm a shareholder now!

The threat of a photo of Dan Levi's Y Fronts post sore bottom training walk remains, so please donate to Rogue Bloggers for Woodlarks HERE. In today's podcast I look at Condor Gold (CNR), the struggling explorer backed so heavily by my good friend Jim Mellon. It looks to be in real trouble. Then good news for Neil Woodford. As of today I am a loyal shareholder in his Patient Capital Trust (WPCT) and looking forward to the AGM greatly. I have a favour to ask of bearcast listeners living close to Oxford who fancy a day out in the City of Lost Causes in late May or early June.

FUL

Fulham Shore – trading update, a restaurant group with “continued confidence in the outlook”!

Franco Manca and The Real Greek restaurant company, Fulham Shore (FUL) “is pleased to provide an update on trading ahead of the publication of the company's results for the year ending 31 March 2019, which are expected to be released in mid-July 2019”. A restaurant group “pleased to provide” an update, hey…

DTY

Dignity puts a brave face on more reasons why it has to eat its own profit margins

Fresh from a brief trip north of the Watford Gap - from which I somehow returned without any obvious injuries or ailments - I see that my old pal Dignity (DTY) has puckered up another news update...and it confirms that life for the UK's only listed provider of funeral related services remains very difficult...

VAST

Vast Resources – Manaila Mine not reopening (yet)…oh, and a Corporate Restructuring. SELL.

As if the poor shareholders in AIM-listed Vast Resources (VAST) had not suffered enough! Today the company announced that its Manaila mine in Romania which has been on care and maintenance since December 2018 will not now be reopened as planned this month (with just two working days left!!), in order to reduce costs. Oh, and there is a full corporate restructuring and refinancing underway.

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
premium content

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
premium content

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
premium content

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
premium content

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.

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