From £6.99 per month
ShareProphets
The one stop source for breaking news, expert analysis, and podcasts on fast-moving AIM and LSE listed shares

MINDING THE LSE’S BUSINESS

Join for as low as £6.99 per month

With ShareProphets’ membership, you receive:

• All premium articles

• Tom Winnifrith’s Bearcast

• Access to all the entire nearly 10 year archive

• ShareProphets Daily Newsletter

Latest News

ACSO
premium content

Accesso - a detailed short thesis: shares should halve from here

I hinted at the short case for Accesso Technology (ACSO) a few weeks ago HERE. What follows is a far, far more detailed proposition as to why this stock is grotesquely overvalued. At 1,880p, the market cap is £512 million...

FDP
premium content

First Derivatives - it is smoke & mirrors - keep selling

Reading the interims of First Derivatives (FDP), purveyors of smoke and mirrors to the gullible analyst community, the questions continue to stack up. 

WSG

Westminster Group – “pleased to announce” an acquisition… but isn’t it short of cash?

Westminster Group (WSG) “is pleased to announce the acquisition of security and risk management company Keyguard UK Ltd”. But wait a minute; isn’t Westminster itself short of cash?...

QPP
premium content

Has Jug eared virtue signalling prick Gary Lineker got no shame? Backing the Quindell fraudsters AGAIN

As BBC license fee payers, you will be truly delighted to see how the vast pay cheque given to Gary Lineker is being spent. You may remember that the crisp salesman was appointed as brand ambassador to Ingenie, part of the Quindell (QPP) fraud, now under SFO investigation as the UK’s largest stockmarket swindle for 30 years. Lineker was given millions of pounds of free shares in Quindell which he sold onto poor investors who lost almost everything - having said he'd be a buyer. Well it worked before…

Bearcast
premium content

Tom Winnifrith Bearcast: Oily Piers gains from yellow journalism at the ES & is Amur about to go pop

I address issues raised by poltroons about yesterday';s bearcast and our new investment. I look at some awful yellow journalism at the Evening Standard regarding oily Piers Pottinger and the MySquar (MYSQ) fraud which demonstrates again why the dying deadwood press are part of the problem not the solution. I look at Amur Minerals (AMC) which is in VERY big trouble, I suggest. And also at Avanti Communications (AVN), Totally (TLY) and Venn Life (VENN). The big short dossier articler is on the runway and I should publish it very soon.

CRA
premium content

Will the fat lady soon be singing for Mowana - Cradle Arc looks screwed!

On the face of it I can see why some investors have been drawn to Cradle Arc (CRA), as it is actually producing copper and has a market cap of just £2.5 million, but there could well be good reason for its shares appearing to be cheap.

WPCT
premium content

Uh Oh….more bad news for Neil Woodford as Idex releases Q3 numbers

We have news this morning of Q3 numbers from Norwegian biometrics play Idex (OSE:IDEX). No doubt Neil Woodford’s team will extoll the virtues of the progress being made here, but I can’t help myself: look at the cash position!

SDRY

Superdry – argues “significant progress in the first half”, a further 6%+ share price fall suggests otherwise…

Following a more than 20% share price fall to 800p on a trading update last month, shares in fashion company Superdry (SDRY) are currently more than 6% lower and below that price today on the back of a “Pre-Close Trading Statement”

BRBY
premium content

Burberry - moving further away from those chavtastic days

At the height of the recent market volatility, I wrote a piece talking about some shares that I would buy. The first name I mentioned was Burberry (BRBY), reflecting my thought that it was an inherently strong brand with good exposure to the still growing luxury consumption theme in China. I am pleased to see that today's first half numbers reflect this…

ABF

We Need Food and Cheap Clothes even when Times are Hard. So Look at this Footsie Giant

Hello, Share Dividers. I can't get my head around the fact that most of my wardrobe is supplied by a food giant. But the fact remains that Associated British Foods (ABF) owns Primark. And as anyone who shops in Primark knows, its stores burst with customers. This is not surprising because their togs are mostly extremely cheap.

STAR

Starcom – 2018 revenue to comfortably exceed market expectations?, why the discounted placing?

Starcom (STAR), “which specialises in the development of wireless solutions for the remote tracking, monitoring and protection of a variety of assets, is pleased to announce that an agreement has been signed with a local distributor in North Africa” and “to ensure that this and other orders can be delivered as planned both for this year and early 2019, the company has conditionally raised £400,000 before expenses through a placing… at a price of 2p”. Hmmm…

MYSQ
premium content

Oily slug Piers Pottinger quits the MySquar fraud but it’s too late pal: you are implicated and in my dossier going to the FCA & SFO

Two days after MySquar (MYSQ) suspended its shares on the AIM Casino and admitted to fraud and a cash crisis its odious slug of a chairman, the well known PR spinner Mr Piers Pottinger has quit as a director and from the company. Piers may wish to distance himself from what is a very messy crime scene but it is too late. He was either involved in the fraud or enabled it by his incompetence or his silence or both. He features in a detailed dossier I am preparing for the FCA and SFO urging them to launch a formal enquiry. 

FUL

Fulham Shore – after last time “what about profit & the balance sheet?”, a further “trading update”...

Previously writing on shares in Franco Manca and The Real Greek restaurant company Fulham Shore (FUL) it was on a “trading update” which saw me question “encouraging revenue increases”… but what about profit & the balance sheet?. Now a further “trading update”

Bearcast
premium content

Tom Winnifrith Bearcast - we have just bought just under 0.5% of an AIM listed company

In today's podcast I look at the US mid-terms and why they should make you bet heavily on #Trump2020. I look at Cabot Energy (CAB), Totally (TLY) in great detail at JD Wetherspoon (JDW) at why Persimmon (PSN) fired the wrong man in Jeff Fairburn and I reveal which AIM company we have just bought circa half a per cent of and exactly why. Don't laugh Wildes.

IDP

InnovaDerma – “distribution channels will increase significantly this financial year”, so why a current 15% share price fall?

“UK developer of life sciences, beauty and personal care products”, InnovaDerma (IDP) has made an AGM update including “our distribution channels will increase significantly this financial year as our UK retail store network grows from c.800 (FY2017) to c.2,400”. So why a current 15% share price fall, towards 100p?...

Newsboy
premium content

What ITV and M&S said next...

So after all that midterm election excitement (the pollsters got it broadly correct for once), time to consider today's large cap highlights. Two names stand out for me: ITV (ITV) and Marks & Spencer (MKS)…

EU_flag
premium content

Hero of the day, JD Wetherspoon’s Tim Martin, busts numerous Brexit myths, lambasts the FT, Oxbridge tossers et al

In delivering a slightly disappointing trading statement for JD Wetherspoon (JDW) which just cannot buck massive macro headwinds, its chairman Tim Martin writes from a hospital bed a few words on Brexit. If only wretched Theresa May would listen to the great man who lashes tossers like the staff of the Financial Times, the Oxbridge 1%-ers with their elitist group-think and the CBI and who opines:

WPCT

Exclusive: Neil Woodford's Unicorn-hunter's graveyard found

Some of you may remember Cynical Bear’s amusement at the operational highlight reported by Woodford Patient Capital Trust in its April results statement:

  “UNICORN HUNTERS: The Company is invested in four companies valued at more than $1 billion – Purplebricks, Oxford Nanopore, Benevolent AI and Immunocore.”

Cynical went on: WPCT used to have many more unicorns in the portfolio, Prothena and Theravance Biopharma to mention two very recent ones. I like to imagine that Neil Woodford is literally hunting them down, investing in them and then shooting them dead from point-blank range. Well, I have news: ShareProphets can exclusively reveal Woodford’s Unicorn Graveyard….

PURP

October performance update: start of 2018 shorted AIM shares

Early this year we showed Shorted AIM shares at the start of 2018. After the latest month, how's performance?...

WHR

This Ambitious Warehouse Firm Is Set to Accommodate Fast-Growing Selling Trends

Hello, Share Provers. You may have noticed that I favour the warehouse game. It seems to me that online shopping is the in-thing and the stuff has to be stored somewhere. However, Warehouse REIT (WHR) provides a wider warehouse function. It also serves the old-fashioned retail world.

Subscribe to our newsletter

Daily digest of our latest stories.



Search ShareProphets

Market News

Complete Coverage

Recent Comments

Most Read in the Past Seven Days

That Was the Week that Was

 

AAU

Ariana – Surprise!

 

ANP

Anpario – a recovery Buy?...

Thursday »

Cat_Fixing_Lightbulb

Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

Time left: 20:15:02