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AAU

Month in review: August 2018

After an influx of broker and tipster research in July, both broker and tipster activity decreased over the holiday period. That being said,Stockomendation still tracked over 1,200 tips in August, contributed by 19 brokers and 36 professional tipsters. Tip activity in August represented an increase of 57% on the number of tips tracked during the same period last year.

Clown_Funeral

Bulletin Board Moron Contest Result - Juicin fails again, Daniel Victor wins semi naked photo of Thirsty Paul Scott

Having demanded we bring back this contest, once again Juicin Drumroll fails to win with his nomination. Come on Juicin, we are doing this for you, please try harder. This week's winner of a semi  naked photo of  Britain's top share blogger, before lunchtime, Thirsty Paul Scott, is Daniel Victor. You can see all the entries HERE but Daniel's winning entry, from twitter, is from a Tesla loon:

BLVN

Bowleven – Etinde IE-4 well spudded

AIM-listed Bowleven (BLVN) had been making me look like a genius since I tipped in at Christmas at around 31p. The shares rattled all the way up to 40p as the first of two drills off Cameroon at the Etinde prospect commenced, only to collapse down as low as 27.5p when the drill failed. Yesterday the partners announced that the second drill had commenced. All of a sudden the shares are back up at 33.8p – not quite 40p, but a lot better that 27.5!

BOO

Table of shorted AIM shares - week to 31/08/2018

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

WTB

Whitbread, Costa, Beaufort, a Very Nice Perk and Me

Hello, Share Markers. I admit it. The reason I bought into Whitebread (WTB) a year and half ago was to bag the shareholder perk of one night for the price of two at its Premier Inns. With it came money off at its various restaurants and a voucher for coffee at Costa.

Clown_Funeral

A Third & Final chance for Juicin to win the Bulletin Board Moron of the week contest

Having demanded we bring back this contest, once again Juicin was beaten by Drunken Sailor in last week's contest as you can see HERE. Drunken now wins a second semi naked photo of Thirsty Paul Scott as his prize. Okay, for one more week I urge you all to post your entries to stop Drunken making it a hat-trick. 

TSLA
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Tesla - Musk’s Folly is Likely to Hasten the Endgame

It’s looking increasingly like Elon Musk’s go private “funding secured” tweet on the 7th August has backfired horribly as Tesla (NASDAQ - TSLA) now trades $40 below the prevailing price before he sent it. I was recently accused of confirmation bias on Tesla, i.e. of looking only at the bear case and ignoring the positives but it is difficult post-tweet to find any bullish case that holds water.

FRR

Uber Dog Frontera: no placing yet (next week perhaps) but you reckon it is at between 0.16p and 0.2p

Two days ago we asked you HERE to guess the price of the bailout placing which Frontera Resources (FRR) needs ASAP to avoid going tits up.  And, with the stock still 0.22p to sell, you said…

MUR

Murgitroyd – intra-day “Trading update” concern justified?

An intra-day (12:33pm) “Trading update” from Murgitroyd Group (MUR). Such intra-day ‘updates’ tend not to bode well…

Bearcast
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Tom Winnifrith Bearcast - the bigger kiss of death to your savings: Westminster & Porker Baldry or One Media & vile Nicola Horlick

In today's podcast I look at Westminster Group (WSG) cursed by its association with ex Tory MP Tony Baldry of 3DM infamy, One Media (OMIP) a worse investment than a Nationwide BS savings account and now cursed with a tie up with the investment abomination that is Nicola Horlick. I also cover Andalas (ADL), shortly to be renamed PumpandDumpPLC

MIN
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Minoan – Travel division sale news, reduced boardroom costs: it looks like it is all finally happening

An update this morning from AIM-listed Minoan (MIN) regarding the sale of its travel and leisure division and reduced boardroom fees offers investors good hope that the sale is now, at long last, progressing. This is good news which I suspect will unlock the development of Minoan’s main asset – the Cavo Sidero project in Crete – and I am looking forward to the coming weeks with anticipation.

OMIP

One Media iP – following July results positivity, a ‘Horlick(s)’ of a fundraising

One Media iP (OMIP) “is pleased to announce a proposed placing and subscription to raise a minimum of £1.9 million of new equity capital at an issue price of 6 pence per new ordinary share, and the proposed issue of up to £6 million of (7% per annum interest from date of issue) loan notes”, including emphasising the placing price “represents a premium of 240 per cent. to the price of 2.5 pence per ordinary share at which Lord Michael Grade and Ivan Dunleavy first invested in the company in December 2017”. Sounds positive then…

WSG
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Shamed ex Tory MP Tony “Porker” Baldry of 3DM infamy passes Westminster hat around AGAIN to just keep lights on

When a good company meets the salary expectations of “porker Baldry” of 3DM infamy as its chairman it will inevitably become a cash guzzler. When a bad company finds the loathsome lard bucket at its helm the outcome is not going to be a happy one for shareholders. And that brings us to Westminster Group (WSG) which has raised a paltry £500,000 (gross) today via seedy low grade bucket shop SVS just to keep the lights on until Christmas.

WTB
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Whitbread's caffeine high

Back in the day, the last business day of the month was always a rather important moment for me because it would determine whether I was a hero or a zero in the institutional investor world I used to belong to. Believe me, in the emails and related that followed, the whole investment firm would know whether your Fund had done well or badly. Of course the way to build performance was one month at a time, so a 'good close' to the month was immensely useful. If I was still in that world - and invested akin to my thoughts today - then I would have a big beaming smile on my face, thanks to the news update from my old mucker Whitbread (WTB) whose shares I have been continuously loving up on this website (most recently HERE)…

LGEN

Getting Bigger and Better, this Pensions Giant Promises a Juicy Dividend

Hello, Share Sifters. One of my all-time Footsie favourites, Legal & General (LGEN) is growing even bigger. And so I rather fancy will the share price. Ok, in the first six months of this year, underlying operating profit did not improve by much - 5% to £909 million - but that was partly due to pumping more dosh into digital technology which will serve the company well in the future.

WTG

Watchstone Group – H1 results argue “making good progress”. Really? And what’s the Rob Terry latest?

The former Quindell of Rob Terry infamy, Watchstone Group (WTG) has announced results for the first half of 2018, including on outlook “we are making good progress in developing the underlying quality of our businesses and their long term value whilst simultaneously resolving the group's legacy matters as efficiently as possible. We remain confident of a satisfactory ultimate outcome for our shareholders”. Hmmm…

Bearcast
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Tom Winnifrith Bearcast: Barclays Banksters are wankers - piano wire is what they deserve

I start with a rant about Barclays (BARC) banksters and how much I despise and loathe them. I then discuss Anglo African Agriculture (AAAP) a Big Dave Lenigas lobster pot from which I escaped today. I move onto Andalas (ADL) and have a challenge for a sad geek with time on his hands, I nominate Drunken Sailor. I look at Xaar (XAR), Crawshaw (CRAW) and finally at Optibiotix (OPTI). I owe cynical bear a glass of ouzo but drank it myself on his behalf. Warning, this podcast contains bad language throughout.

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ORCP

Oracle Power: Cynical Foul

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