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How the Commons Drama Threatens your Shares and What You Might Do About it.

Hello Share Crunchers. Surprisingly, the value of our shares was little effected by the chaotic events in Parliament over the week. The Footsie fell a little, but not much. And yet the chance of a no-deal came closer because of that fascinating real-time drama in the house.

Bearcast
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Tom Winnifrith Bearcast: If First Derivatives only wants questions about how big its CEO's cock is I have a nasty surprise for it

In today's podcast I have some bad news for Bath Spa as the Mrs prepares to head to the Grim North relating to what happened after I gave this talk. I also have bad news for First Derivatives (FDP) as it prepares for a "Capital markets Day" session of mutual masturbation with the dumb sell side analysts and even dimmer fund managers who have stuffed other folks cash into this stock. I cover Totally (TLY), Wishbone (WSBN), Ariana (AAU), Quadrise Fuels (QFI) and Richoux (RIC) 

CALL

Cloudcall – 2018 ‘a standout year in terms of innovation, platform investment and sales & marketing capabilities’… so cash burn?

Shares in ‘cloud integrator of communications technology into customer relationship management platforms’, Cloudcall (CALL) are currently lower today, but still comfortably ahead of the sub 93p they were at prior to a recent “Trading Statement”

Gold

Podcast: Explosion in Gold Price on the Horizon

Author David Skarica is not sitting on the fence.  David feels the general markets and the way quantitative easing was structured are the reason gold has underperformed. This money instead went into financial markets, real estate, and art. Gold is a fear trade, and over the last few years, we have had mass complacency.

CCT

Character Group – reassuring AGM trading update, a speculative buy?

Previously writing on Character Group (CCT), I concluded presently still a small, speculative buy. Today an AGM trading update from this toys, games and giftware company…

AAZ
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Anglo Asian Mining – positive 2018 update, production “at upper range of guidance”...

“Q4 and FY 2018 Production and Operations Review” from Anglo Asian Mining (AAZ), emphasising “full year production at upper range of guidance and net cash of $6.1 million at 31 December 2018”

RIC

Richoux Group – I having consistently cautioned… now “Proposed Cancellation”…

I’ve consistently cautioned on restaurants group Richoux (RIC) – most recently as the shares fell below 7p HERE. Now a “Proposed Cancellation & Notice of GM” announcement. Uh oh…

Beggar
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Spiv trade of the week - an idea from Evil Banksta

This is not my idea but I see the, sordid, merit in it. If you are a complete and utter spiv here is a suggestioon from Evil Banksta...

ECSC

ECSC Group – “Managed Services Contract Win” RNS Reach, time for an attempted ramparoonie?

“Managed Services Contract Win” from ECSC Group (ECSC) – and the shares have responded more than 10% higher to 77.5p. But it’s an RNS Reach - i.e. “non-regulatory news releases such as marketing messages, corporate and product information” - announcement. Hmmm…

EQT
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What is the real value of the Eqtec deal?

There was much glee amongst certain individuals on Tuesday morning when an RNS dropped from Eqtec (EQT) announcing a contract, and some were very quick to point out that my opinion on the company had been incorrect. That followed my articles here saying that I wouldn’t touch the company, and although the news caused the share price to spike, my opinion on the company is completely unchanged – in fact the news actually reinforced my view!...

RB

Big Boss to Leave Durex Firm by end of 2019. A Buying Opportunity?

Hello Share Tumblers. As someone who decries the continuing white male domination of Blighty's biggest firms, I'm rather sad to see that the big cheese at Reckitt Benckiser (RB.) is leaving. He's one of a very few top movers in the 100 companies of the Footsie who are not in the dominating WM category. In most of his 8 year tenure as chief executive, Rakesh Kapoor has done great things for the share price. However, in the last three years the shares have underperformed…

CYAN
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CyanConnode – trading update argues a 2019 “prudently built” business plan; previous ones imprudent then?

“Trading Update” from self-styled “a world leader in Narrowband Radio Frequency Smart Mesh Networks”, CyanConnode (CYAN) is headlined “FY Revenues significantly exceed those achieved in FY 2017”. Why is the vanity of revenue rather than the reality of cash emphasised? – always a concern…

BLVN

Bowleven – shares slide 38% but don’t worry!

If you have not been following AIM-listed Bowleven (BLVN) you might have missed that it proposed to cough up a special dividend of 15p per share ten days ago. This morning the shares went ex-dividend, which is why the shares are down. But the good news is that they are only down by 12p – so in effect they are up by 3p, or about 10%, on yesterday’s close.

IQE
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Apple supplier TSMC warns – what about the read across to IQE?

I see that The Telegraph has reported on a warning by Taiwan Semiconductor Manufacturing Company (TSMC) of a sharp fall in sales due to a global slowdown – not least of which will be due to its sales of chips to Apple for iPhones and iPads.

ARE

Arena Events – “Trading Update”… & having only listed on AIM in July 2017…

“Trading Update” from “provider of temporary physical structures, seating, ice rinks, furniture and interiors”, Arena Events (ARE) includes in its first paragraph; “The group experienced strong revenue growth across the UK, US and Middle East divisions with the acquisitions contributing as expected”. The shares have though responded to the update… currently more than 30% lower on the day, at around 40p! Hmmm…

Bearcast
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Tom Winnifrith Bearcast: CyanConnode - did it deceive and Malcolm bonkers on bankers

In today's bearcast recorded before my first training walk for Woodlarks I look at Sabien (SNT) and ask if CyanConnode (CYAN) misled ahead of its last bailout placing. I deal with the nature of fraud, the culpability of Luke Johnson (there is none) and Patisserie Holdings (C AKE) and then explain why I think Malcolm's stance on the bankers is bonkers

Newsboy
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A thumbs up tips of the year update

Being a slave to news flow, despite it only being mid-January it is time already for an update on my two tips of the year as both reported updates earlier today…

Gold

Video: gold and silver not in a bull market yet

The one technical analyst we take seriously, no not the Sith Lord Zak Mir but Jordan Roy-Byrne, sees resistance levels on the charts for gold and silver which indicate that we are not in a bull market yet and indeed we may see some short term weakness. Courtesy of Palisade Capital, over to the great man...

OBT

Obtala – quarterly update, now ‘supercharging development’

Obtala (OBT) “is pleased to provide a quarterly update on operations for the three months ended 31 December 2018” – and this includes revenue up by 16% over the previous quarter to $3.7 million, taking the full-year to $13.5 million…

FIF

Finsbury Food – half-year like-for-like sales up… so why are the shares more than 10% down?

“Pre-Close Trading Update” from ‘bakery goods’ manufacturer Finsbury Food (FIF) notes like-for-like sales revenue slightly higher, its “strategic diversification” and that it “is well placed to continue to drive efficiency, deliver innovation and maintain its leading position in the market”. So why a current more than 10% share price fall on the back of the update, towards 80p?...

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AAU

Ariana – Surprise!

 

ANP

Anpario – a recovery Buy?...

Thursday »

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Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

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