Rotala – half-year results, “confident about the prospects” - BUY
Rotala (ROL) has announced results for its half year ended 31st May 2018 and that it is “confident about the prospects of the group in 2018 and beyond”…
- By Tom Winnifrith & Steve Moore |
- 11 August 2018, 17:11 |
Experience can pay off for professional share tipsters
“There is nothing like losing all you have in the world for teaching you what not to do. And when you know what not to do in order not to lose money, you begin to learn what to do in order to win. Did you get that? You begin to learn!”
- By James Bowden of Stockomendation |
- 11 August 2018, 11:37 |
Table of shorted AIM shares - week to 10/08/2018
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...
- By Steve Moore |
- 11 August 2018, 11:21 |
With Share Prices So Perky, How About a Few Tips on How Many Stocks You Should Turn into Cash?
Hello Share Swampers. Ok, so you're wise enough to subscribe for less than £1.50 a week to this wonderful website for quick news that the share you bought is unreliable - as so often happens. But are you wise enough to hold the correct proportion of your assets in cash to suit the current share climate? If you're not certain, allow me to remind you of some classic tips.
- By Malcolm Stacey |
- 11 August 2018, 08:00 |
Christie Group – 2:25pm (and thus clearly unscheduled) “Trading Update”. Hmmm…
A 2:25pm - and thus clearly unscheduled - “Trading Update” from professional business services and stock & inventory systems & services group Christie (CTG). Hmmm, not usually good news…
- By Steve Moore |
- 10 August 2018, 16:07 |
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Tom Winnifrith Bearcast: I have nothing against ripping off unsophisticated Aussies but...
In today's podcast I recount last night's suffering HERE but have a revenge on a millennial daughter involving Paddy Leigh Fermor planned for tonight. I look at House of Fraser going into administration, assisted by the Government, and what it means. I discuss the latest Tesla news, the issue of all sorts of market abuse and why nothing happens, Oilex (OEX) and ProPhotonix (PPIX) which really should not be on AIM at all.
- By Tom Winnifrith |
- 10 August 2018, 16:00 |
Filta Group – argues “strong trading”, but how strong? Enough to suggest a buy?
November 2016-listed Filta Group (FLTA) has updated including that it “has enjoyed strong trading in the first half of the year” and “confidence for further progress in the second half of the year and beyond”. What do those mean in financial terms - and against a currently little-changed-on-the-announcement circa 230p share price?...
- By Steve Moore |
- 10 August 2018, 14:40 |
Volution – “in line with the board's expectations”… or not?
Ventilation products group Volution (FAN) has updated on its year ended 31st July 2018, emphasising “revenue in the 12 month period was £206 million, an 11.3% increase (11.2% on a constant currency basis) compared with the prior year” and “our increasing market and geographical diversity, together with significant investment in new product innovation, gives us confidence for the year ahead”. Do the shares thus merit a higher price than the circa 200p they were also at as long ago as early 2016?...
- By Steve Moore |
- 10 August 2018, 12:14 |
Leading bear raider Marc Cohodes accused of market abuse by Canadian regulator – a stick to beat ALL bears?
Leading short seller Marc Cohodes has been banned by the regulator in Alberta, Canada, from trading in shares in Badger Daylighting Ltd and has also been prohibited from disseminating to the public any statements relating to Badger that he knows or reasonably ought to know are misleading or untrue.
- By Tom Winnifrith |
- 10 August 2018, 11:16 |
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The issue is not ramping but disclosure
The issue of disclosure of holdings and conflicts of interest by those giving investment advice is currently a live topic in the industry. At heart, writing about a stock and disseminating one’s ideas is, I would posit, for many retail investors who have been pushed even further down the pecking order post Mifid 2 and the lock out on their receiving much research, a welcome activity. Information is what feeds stock prices and what prompts investors to act. Without info everybody including the companies are worse off.
- By Mr Karma |
- 10 August 2018, 08:25 |
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Pathfinder Minerals: Drain the Swamp Time - Fire Nick Trew now!
We have news today that Pathfinder Minerals (PFP) has a new Nomad and broker in Strand Hanson and two new directors in Simon Farrell and Scott Richardson Brown. The former becomes non exec chairman replacing disgraced Nick not for the many but for the Trew but, Trew remains on the board. This is not good enough. It is time to drain the swamp. And it can be done at once. Here's why.
- By Tom Winnifrith, The Sheriff of AIM |
- 10 August 2018, 08:11 |
Not Too Much to Fear About a Punt in Weir, I Fancy
Hello, Share Smackers. It won't have escaped your notice that one of the main reasons the Footsie stays high is the rise of mining shares. On most recent days, the big such companies are on the big index's leaderboard. But, as always, some miners do better than others.
- By Malcolm Stacey |
- 10 August 2018, 08:05 |
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Ascent Resources – positive permit assurances… but what’s happened with previous verbal assurances of support?
After an “Operational Update” from Ascent Resources (AST), despite stating “pleased with the progress of the strategic review”, had seen the shares crashing at the start of this week, they are currently soaring on the back of a “Permitting update”…
- By Steve Moore |
- 9 August 2018, 14:51 |
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Tom Winnifrith Bearcast - why employing the whore blogger Malcolm Graham Wood is a straight sell signal
In today's podcast I look at fat bastard and those PLCs that employ him, at Amur Minerals (AMC), Mirada (MIRA), FastJet (FJET), Spire Healthcare (SPI) and Card factory (CARD).
- By Tom Winnifrith |
- 9 August 2018, 14:50 |
Elektron Technology – “ahead of market expectations”, but enough to suggest a buy?
Technology group Elektron (EKT) “is pleased to” announce first half year sales from continuing operations +16.9% and that “we now expect our performance for the full year to be ahead of market expectations”. Does this make the shares a buy?...
- By Steve Moore |
- 9 August 2018, 11:49 |
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Should my bromance with Randgold Resources continue?
You always have to watch your biases in the world of investment. There are some shares or sectors that for personal, historical or other exogenous/endogenous reasons you just love or hate. Regular readers will know that Randgold Resources (RRS) has been one of my structural favourites for many a long year, with the stock one of my largest (and most successful) holdings during the final part of my institutional fund management career, contributing to outperformance and the like.
- By Chris Bailey |
- 9 August 2018, 09:20 |
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Julie Meyer - her new flagship - its also insolvent surely - new Companies House Filing
With former flagship Ariadne Capital Limited in administration and Julie "Lingerie on expenses" Meyer facing serious questions about that, Vince Cable's fave entrepreneur has to find a new flagship to stand behind her joke annual conference, this year to be held, to the dismay of local regulators, in Croatia. It would have been Ariadne Capital Group Limited of Malta but what with it facing regulatory probes, having no cash and with the criminal charges against Meyer in Malta that is perhaps not suitable. So Meyer has suggested her new flagship is Viva Capital LLP, formerly the company that booked her speaking fees. Problemo!
- By Tom Winnifrith |
- 9 August 2018, 08:27 |
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Tern – “Updated Director Information” = WE LIED
Another day and another shocking disclosure from AIM-listed Tern plc (TERN). Yesterday, at 3.10pm, after releasing details of two director buys which were trivial and showed Tuesday’s news of Device Authority’s elevation to “2018 Emerging Star” to be just a ramp (or insider trading by the chairman, take your pick!) we were told that disclosures in relation to two directors of the company had not been entirely truthful: the published directorships of the two had omitted not just the odd one which might have slipped the mind. No, it was TEN!! More to the point, it was ten insolvencies which should have been declared when they were appointed – and a further two which should have been disclosed after appointment.
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 9 August 2018, 08:22 |
Sprott Gold Report: Gold Slumps on Trade War Fears
Sprott is the world's largest resource investor so a) it knows what it is talking about b) it normally talks its own book. I am not greatly surprised to see gold having a rough patch given the irrational exuberance affecting most other asset classes. I am sure that will all change. Anyhow, over to an expert, Shree Kargutkar of Sprott Asset Management who writes:
- By Tom Winnifrith |
- 9 August 2018, 08:20 |
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Why I think Hurricane Energy really is worth nearly £1 billion and maintain a conviction buy
Regular readers of ShareProphets will know that I am usually very wary of any natural resources company that isn’t actually producing anything, especially if they are valued in the hundreds of millions.
- By Gary Newman |
- 9 August 2018, 08:15 |