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Latest News

GMAA

Gama Aviation – after warning to expect profit “$3m below” in October… it’s at it again!

Towards the end of October, previously updating on Gama Aviation (GMAA) it was from “expectations for the full year remain unchanged” to expects “$3m below” in just 5 weeks! – and the shares approaching 18% lower, at 125p. I warned still to avoid – and today a “2018 Full Year Update and 2019 Outlook”

Bearcast
premium content

Tom Winnifrith Bearcast - Arden's message for FinnCrap and a shamed cabal of promoters at Blue Jay: where's the beef?

In today's podcast, recorded before a trip to see Joshua's goat, I look at Frontera (FRR), Flybe (FLYB),  FinnCap (FCAP), Blue jay Mining (JAY) and Blue Star Capital (BLU)

CTEA

Video - Tony Sanders of Catenae at UK Investor City Forum

With the Sith Lord Zak Mir hosting, presenting CEO's knew they would some really tough questions (that's sarcasm folks) after presenting. Third up was Tony Sanders of Catenae (CTEA) The next City forum hosted by the Sith Lord is February 25. Put the date in your diary now.

Newsboy
premium content

The investment madness on the corporate menus of Restaurant Group and St James's Place

A pretty lacklustre earnings Thursday today but - on the range of stocks I look at - two stand out. First up, Restaurant Group (RTN)

HUNT

Video: Glynis Frew of Nigel Wray backed Hunters Property at UK Investor Show City Forum

With the Sith Lord Zak Mir hosting, presenting CEO's knew they would some really tough questions (that's sarcasm folks) after presenting. Second up was Glynis Frew of Hunters Property (HUNT) in which Nigel Wray is a big investor. The next City forum hosted by the Sith Lord is February 25. Put the date in your diary now.

OBT

Obtala – Long Term Incentive Plan announcement… but no need for shareholder anger here

“Director/PDMR Shareholding” and “Long Term Incentive Plan” announcements from Obtala (OBT) – but this is far from the typical corporate greed LTIP…

RMP

Video - Greg Bandy of Red Emperor presents at UK Investor City Forum

With the Sith Lord Zak Mir hosting, presenting CEO's knew they would some really tough questions (that's sarcasm folks) after presenting. First up was Greg Bandy of Red Emperor (RMP) The next City forum hosted by the Sith Lord is February 25. Put the date in your diary now.

CTEA

Catenae Innovation – first agreements for OnSite, looks much more to come

Catenae Innovation (CTEA) has announced “it has signed its first agreements for OnSite with Firedoor Guardian Limited”...

CSRT

The Curious Case of the Washington Stand-Off and a Whiz Bang Firm from Hemel Hempstead

Hello, Share Swappers. As you know, Big Donald’s stand-off with opposing politicians has led to the curtailment of government activities in Washington. You might not be aware that some British firms are affected by this curious situation. For example, those federal officials who give go-aheads to pharmaceutical companies have not been able to act as speedily as they’d like to...

EVE
premium content

And today’s disaster from Woodford is (again!) Eve Sleep

AIM-listed Eve Sleep (EVE) is another Neil Woodford disaster story – this time in the world of mattresses. Naturally, it is going to disrupt the world of bedding, a world obviously in need of revolution. Not!

DIS

Distil – Q3 (including Christmas) trading update, remains a buy

Premium drinks brands company Distil (DIS) has updated on trading, including “year-on-year third quarter (October to December 2018) revenues and volumes increased by 29%”

HOTC

Hotel Chocolat – argues “another strong Christmas”, but how’s the outlook v. the valuation?

“Premium British chocolatier and omni-channel retailer”, Hotel Chocolat (HOTC) has updated on the 13 weeks ended 30th December including “this was another strong Christmas for Hotel Chocolat” and adding “trading since December continues to be in line with management's expectations”. What are expectations though?, and how do they compare to the valuation? – the shares currently circa 5% higher on the day, above 280p – capitalising the company at approaching £320 million…

Bearcast
premium content

Tom Winnifrith Bearcast: Luke Johnson is THE acceptable face of capitalism, Frontera (which is not), 1 day to go

How I suffer for you dear listeners. All is explained. Then there is a long discussion on the administration of Patisserie Holdings (CAKE). I move on with a few more words on The Escape Group (ESC) which I covered HERE and then look at Eve Sleep (EVE) and the folly of Neil Woodford, Scancell (SCLP), Anglesey Mining (AYM), Ariana (AAU), Bluebird Merchant Ventures (BMV), Chesterfield (CHF) and Metro Bank (MTRO). Finally it is one day to ouzo time (again) on Frontera Resources (FRR).

JDW

#BoycottWetherspoons flopping, and the People’s hero Tim Martin lets rip on Brexit again

The #BoycottWetherspoons  (JDW) campaign by mad remoaners is flopping badly. Hooray. The company has released a  cracking trading statement and its chairman, the People’s Hero, Tim Martin has again let rip on Brexit.

EYE

Eagle Eye Solutions – “delighted” on H1 & growth expected to continue into H2… but what about that cash burn?

Eagle Eye Solutions (EYE) has updated on trading including “we are delighted to confirm a strong first half of the year, delivering significant revenue growth and expansion of the customer base, including the addition of Waitrose and Burger King” and “the growth in revenues and volumes is expected to continue into H2”. The shares have not responded excitedly though – currently unchanged at 172.5p…

ESC
premium content

Escape Hunt – this is bonkers

Hat tip to the UK’s No 1 private client broker for spotting this AIM casino accident waiting to happen.

Newsboy
premium content

I told you that Metro Bank was dodgy...and that you shouldn't underestimate Burberry's Chinese chavs!

My corporate RNS wooden spoon award today goes to challenger bank Metro Bank (MTRO), whose shares are currently down over 25% which - at face value - does appear a tad surprising given today's full year update shows loans up 48% year-on-year and underlying profit before tax to be up 138%. However...this latter statistic was below hopes and was impacted by a 'softening' in the last quarter due to high levels of mortgage market competition. Well oops...but down 25% oops?

DSG

Dillistone – “Major Contract Award & GatedTalent Update”; Ramptastic?

I cautioned on shares in recruitment software and services group Dillistone (DSG) as they fell towards 70p in 2017 and have done so numerous times since. They’d fallen to 42.5p recently, but are currently more than 20% higher, back above 50p, on the back of a “Major Contract Award & GatedTalent Update” announcement…

WMH

William Hill May Recover Higher Profits - But I Probably Wouldn't Bet on it

Hello Share Trundlers. Though I’m a client of William Hill (WMH), I don’t buy shares in bookmakers. That’s cos I think they can bring unhappiness to those who go beyond betting as a bit of fun. But even if I was the world’s greatest fan of betting companies, I would currently avoid William Hill shares...

Bearcast
premium content

Tom Winnifrith Bearcast - madness, madness, madness

No not Malcolm Stacey again although he is mentioned. Instead I look at how to value a cyclical stock, I cover Mortgage Advice Bureau (MAB1), Zoo Digital (ZOO), Amur Minerals (AMC) and Flybe (FLYB)

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That Was the Week that Was

 

AAU

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ANP

Anpario – a recovery Buy?...

Thursday »

Cat_Fixing_Lightbulb

Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

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