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Latest News

ASC
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Boohoo vs ASOS – “shy bear” explains why both are sells, but ASOS could unravel very soon indeed

Shy Bear is a reticent fellow but a short seller currently without exposure to this sector. Having listened to my, most excellent, bearcast yesterday he offers up a few thoughts. I know shy bear well and he is no fool. Ignore these stark warnings at your peril should you be foolish enough to contemplate a spot of bottom fishing. Over to Shy Bear who opines:

China Flag

ShareProphets China AIM 'Filthy Forty' performance update – December & when will the next domino fall?

Following it previously noted, Allenby a Nomad of choice with some of the few remaining 'Filthy Forty' constituents. Could similar action follow?, here's an update on the current ShareProphets China AIM 'Filthy Forty' situation...

CNEL
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Filthy Forty Red Flags at Night – China New Energy quacks away and to waddle from AIM?

Last Night at 4.39pm – after hours at no-one-is-watching o’clock, ShareProphets AIM-China Filthy Forty member (one of just seven remaining) China New Energy (CNEL) issued a Trading Update. Except the meat of the dish was not about the company’s trading, it was about trading in its shares. We are told the Company is currently considering and assessing all the options available for fund raising in other stock exchanges. Aha - it is voluntary execution ahoy!

CEY

Did the Three Wise Men's Gold Come from Egypt? Centamin Certainly Knows How to Find It

Hello, Share Punchers. With fears of Brexit continuing to cancel out the Santa Rally, our thoughts should turn more to that useful hedge against disaster - gold. Now short of buying a few gold bars, which I haven't entirely discounted, by the way, the best way to take advantage of gold is to pick up mining stock. There are a lot of small gold explorers and even producers that I will continue to avoid. But the larger ones might be worth looking into...

WAND

WANdisco - largest ever cloud deal, more to come

WANdisco (WAND) is “delighted to announce our largest ever cloud deal”…

RAI
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RA International – project delays… less than six months after AIM admission!

Support services provider to remote locations in Africa and the Middle East, RA International (RAI) has updated including CEO Soraya Narfeldt “pleased with the progress made by RA International since Admission to AIM… we have a strong pipeline of projects across a range of sectors and a project management team capable of executing and delivering larger projects”. So why are the shares currently approaching 20% lower on the day, at around 50p?...

ASC
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ASOS – retail misery extends online; “Trading Update” = Trading Shocker!

Online retailer ASOS (ASC) “announces a trading update for the first three months of the financial year”. Uh oh – not ‘pleased to announce’ then?...

Bearcast
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Tom Winnifrith Bearcast: Are they all stark raving mad?

I start off with news from Woodlarks. Then I ask if shareholders in Frontera (FRR) are all stark raving mad in light of this and question why Alliance News appears complicit in market abuse. Then onto ASOS (ASC), Boohoo(BOO) and Sosandar (SOS). I explain why the three are trading differently and what the shocker from ASOS means for the wider stockmarket. Whole sectors are officially on the bargepole list (although Neil Woodford appears to disagree). 

YU

YU – all silent in run up to Christmas (so far….)

Back on 24th October, AIM-listed Yu Group (YU.) issued a devastating RNS regarding accrued income recognition, impairments of trade debtors and the shares collapsed 80%. Then on 5th November the company announced that it had appointed PWC and DLA Piper to carry out independent forensic investigations and promised to update the market in due course. So how about that update?

Father Christmas

Malcolm Stacey Santa Rally Caption Contest Result

There were numerous entries to this caption contest as you can see HERE although once again our in-house BB loon Wildes got overly excited looking at pictures of the crazy cat lady Carole Cadwalladr and thus served up a number of utterly non relevant observations. There can only be one winner of the semi naked photo of Britain’s top share blogger (mornings only), thirsty Paul Scott and it is…not Wildes. Instead the victorious caption for the photo below is:

Timebomb

The Next Financial Crisis

I have a lot of sympathy for the position that many investors find themselves in and that is the fear of missing out. It is a big driver and keeps people at the party far too long...

SOS

Sosandar – read-across from calamitous ASOS warning? Nothing to see here…..

This morning AIM-listed ASOS (ASC) offered up a disastrous Trading Update noting a significant deterioration during November, that conditions remain challenging and that it was revising downwards sales growth to c. 15% (previously 20-25%), retail gross margins by -150bps (previously flat at 49.9%) and EBIT margin to 2% (previously 4%). Ouch, ouch and triple ouch. Asos saw its shares decline by a whopping 38% in early trading. So what about fledgling minnow, AIM-listed Sosandar (SOS)?

SSE
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Seasonal embarrassment from SSE

Just over a week until Christmas and no sign of an imminent end yet to sloppy RNS updates. The headlines are going to be taken by the profit woopsie from ASOS (ASC) after it too agreed with Mike Ashley's November retail omnishambles comments of a few days ago and pulled down its growth and margin hopes. Thematically, it is much more than a survivor due to its online focus but it goes to show that it’s not easy out there. Anyhow, for those of you tempted by Sunday's Next (NXT) related musings, the in-price available has got that bit naturally cuter... However it is Scottish & Southern (SSE) that I wanted to write about…

JHD

Flooring Is Boring but this 100-Year-Old Specialist Knows How to Make Profits Zing

Hello Share Munchers. Nobody could accuse me of only featuring glamorous shares. And today’s choice shines in a field which is just about as boring as you can get. James Halstead (JHD) makes industrial floors. But it’s a reliable money-maker and a decent divi-payer. And in these difficult days, one appreciates companies which consistently bring in the sheaves...

FCAP

Shock Winner of smug Sam Smith of FinnCrap Caption Contest announced

After its IPO I asked you all for suitable captions of the photo below. As you can see HERE there were many en tries but there can be only one winner of the sem i naked photo of the UK's top share blogger (mornings only), thirsty Paul Scott. If you feel aggrieved by the winner, fear not, we will have another contest featuring Sam when FinnCrap (FCAP) has its first profits warning. So you will not have to wait too long. Anyhow the winner is...

Bearcast
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Tom Winnifrith Bearcast: a dark day in the fight against corporate fraud & the share price that tells you a B2C stockmarket bloodbath is on the way

I start with the bad news on the collapse of the fraud case against two Tesco (TSCO) executives. We have got the fight against fraud all wrong. But things will change as the anger generated by a bear market causes calls for dramatic change. Then, starting with the share price of Intu (INTU) I explain why this shows you that there is an almighty B2C bloodbath on the way in 2019 and how you must reshape your shares portfolio accordingly.

AAU

Ariana Resources – new drilling programme to commence imminently, shares starting to respond - KEEP BUYING

Ariana Resources (AAU) has updated that a drilling programme is to commence imminently at Kizilcukur, “with the objective of defining a high-grade zone amenable to open-pit mining”

Father Christmas

Malcolm Stacey's Santa Rally Caption Contest - deadline Sunday night

For some reason the old boy has not been banging on about the Santa stockmarket Rally quite as much this year as usual. In that vein, for the chance to win a semi naked photo of Britain's top share blogger (mornings only) thirsty Paul Scott, please supply suitable captions for the picture below in the comments section. The deadline for entries is midnight Sunday... do your worst.

BOX
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Boxhill Technologies – Time for update about Emex given the CV of doom of chairman Lord Razzall

On 1 November 2018, suspended on the AIM Casino Boxhill Technologies (BOX) provided its last trading update which provided the following comment on the disposed business of Emex:

OPTI

Optibiotix – CLN issue by Probiotix – upgrade stance to BUY

OptiBiotix Health (OPTI) has announced that its formerly wholly owned subsidiary ProBiotix Health Limited has raised £1.025 million of capital through the issue of convertible loan notes. So what you say?

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