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Latest

Tom
premium content

UPDATE 2 Tom Winnifrith: Less than three months to Sharestock now only 22 seats left: book now!

 This may well be the final event I put on: Sharestock 2025 is on September 6 at my home between Chester and Wrexham and I really hope to see you there, you can book HERE, as of today we are more than two thirds booked out. My own talk may or may not be a double act with Mr X. If I am going out I am going out with a bang.
VRS
premium content

GOTCHA! Vesarien fesses, ouzo for the Sheriff!

 After two exposes in two days and two emails to AIM Regulation, Versarien (VRS) has been forced to admit to the bad news it had been sitting on thereby breaching AIM Rule 10 and committing fraud ahead of a May 14 placing. But even the ‘fess up RNS is grossly misleading. So U offer up its RNS and what it should have said. The fraudsters at Versarien first:
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AMRQ
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Amaroq Minerals – year-end price target upped following bumper fundraising, Strong Buy

 Writing previously on the “Proposed equity fundraising and acquisition of additional licences to create a new West Greenland Hub” by Amaroq Minerals (AMRQ) we stated that we consider Amaroq to be well-managed and it has demonstrated an ability to fund and progress projects. The fundraising has now further demonstrated that with it “significantly oversubscribed” despite being at only a very limited discount. The shares were 86.5p but, at 85p, not £30 million but £45 million was raised and, although nicely up from a 73p offer price tip, the following is why we still consider there significant near and long-term value potential here.
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LPA
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LPA Group – interims emphasise expect “full year in line with current market expectations”… but those are from a lack-of-profits warning just two weeks ago!

 Electronic and electro-mechanical components and systems group LPA (LPA) has announced results for its half-year ended 31st March 2025 including emphasising “pleased to report that our order intake exceeded our expectations for the first half of the financial year proving that demand for our product solutions remains robust… expect to deliver results for the full year in line with current market expectations”. So what about a current share price response to 47.5p, approaching 8% lower?
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Bearcast
premium content

Tom Winnifrith Bearcast No 2: Not recording in a beehive

 I explain about the beehive and then some macro matters relating to my team (Israel) whipping Gary Newman's pals in Iran. Then it is Anemoi (AMOI), Vinanz (BTC), Kenmare (KMR), Revolution Beauty (REVB), World Chess (CHSS) and Litigation Capital Management (LIT).
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KMR
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Kenmare Resources – due diligence access “in order to facilitate the consortium improving the financial terms of the proposal” actually leads to a rejected “substantially” lower proposal!

In March I concluded cautiously on titanium minerals miner in Mozambique Kenmare Resources (KMR) as the shares soared to around 400p on a possible offer “proposal” including noting a likely material share price fall if a deal is not agreed. The shares most recently closed at 394p and what about them now currently back towards 300p on it announced that a deal has not been agreed?
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Boom
premium content

Letter to AIM Regulation & the Financial Reporting Council re Versarien and investor deception

 Following today’s shocking expose I have written to AIM Regulation and my good pals at the FRC regarding Versarien (VRS)
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HAS
premium content

Hays plc – profit warning on net fee declines despite admitted “soft” comparatives!

Most recently on international recruitment company Hays plc (HAS), in February with the shares slightly falling from just above 73p, despite it arguing its “key markets are being driven by powerful, supportive megatrends and remain characterised by significant talent shortages”, I noted macroeconomic headwinds and that there could be structural challenge to the sector also so to still avoid. The shares most recently closed at just above 70p and what of them currently falling towards 60p on the back of a “Pre-Close Year End Trading Update”?
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VRS
premium content

BREAKING: Versarien: it gets far worse, it deceived us with its annual results & report, surely AIM Regulation must act!

 Yesterday I revealed HERE how Versarien (VRS) breached AIM Ryle 10 and committed fraud by not disclosing that what it deemed a “pivotal” customer had gone tits up before doing a placing. AIM Regulation tells me says that it is now considering its position but I am afraid that it is far worse than even I thought. With a hat tip to Dr Sour Kraut…
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BELL
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Belluscura:: when even your parents disown you, the Fat Lady is surely starting to gargle

 Belluscura (BELL) has already uttered the most dreaded words in the Financial Dictionary “strategic review.” That should be a warning sign that this cash guzzling, serial disappointer, is heading for a final grizzly end as long predicted by both myself and Evil Banksta. At this juncture it is not whether the rats leave the sinking ship but which rats jump first.
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Bearcast
premium content

Tom Winnifrith Bearcast No 1: Smarter Web Company madness, Gavin Burnell's warrant purchases, the FTSE 100 nightmare and my Bluebird dreaming

 The Smarter Web Company (SWC) is now valued at £1.4 billon on a fully diluted basis, I discuss various bits of news today and allow myself to dream about Bluebird Mining Ventures (BMV) after an article on ZeroHedge.
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DWHT
premium content

Dewhurst – emphasises half-year “solid” growth, so why a more than 8.5% lower share price response?…

 Electrical components and control equipment group Dewhurst (DWHT) has announced results for its half-year ended 31st March 2025, commencing that it is “pleased to report a solid performance for the first half of the current financial year, in line with management expectations”, including pre-tax profit up to £4.1 million, generating earnings per share up 11% to 36.4p, and a maintained 5p per share dividend. So what of a current more than 8.5% lower share price response to 800p?
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Bearcast
premium content

Tom Winnifrith bearcast No 2: infanticide is now legal, I despair

 I start with infanticide, then the Iran Israel war, oil and gold and Tullow (TLW). Then it is Tiger Royalties (TIR) and Tao Alpha (TAO) and finally how to stop me exposing poor corporate governance.
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Boom
premium content

BREAKING: The City’s most disliked man wins £3,109,924.09 in the High Court

 No, sadly that epithet does not belong to me but to Richard Jennings who delights in the phase “Nobody Likes me and I don’t care.” And so for his many haters, including numerous shareholders in The Smarter Web Company (SWC) who troll him on twitter on a daily basis arguing that he is a penniless ignoramus, this news will be unwelcome.
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AO
premium content

AO World – full-year results argue “fantastic momentum that we’re seeing across the business”… but then suggest a potential profit fall this year!

 Electricals retailer AO World (AO.) has announced results for its year ended 31st March 2025 emphasising “a record profit before tax performance, significantly grown our sales” and “fantastic momentum that we're seeing across the business”. So what about a currently approaching 3% lower share price response towards 98p?
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Bearcast
premium content

Tom Winnifrith Bearcast No 1: Versarien and Building for Humanity, fraud, fraud and AIM Rule Breaking as the taxpayer stiffed, this stinks

 I follow up from my earlier expose on Versarien (VRS) HERE. This scandal gets worse and worse and at every level stinks.,
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Professor
premium content

The Bitcoin Treasury bubble in London, Gresham's Law, MicroStrategy and the madness continues

 Bulls of Bitcoin tell you that with countries debasing their Fiat currencies by running continually running budget deficits that Bitcoin will appreciate in value because unlike Fiat currencies, Bitcoin it has a finite supply. And thus you must own bitcoin in treasury stocks but I just flag up a couple more inconvenient truths
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SDY
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Speedy Hire – full-year results, how ‘robust’ really is its performance?…

 Describing itself as “the UK and Ireland’s leading provider of tools, specialist equipment and services”, Speedy Hire (SDY) announced in April that it “has performed robustly… expects to report results for FY2025 in line with its expectations”. So what about its now year ended 31st March 2025 results detail?
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VRS
premium content

EXPOSE: Versarien hid material bad news before last placing, is anyone at AIM Regulation awake?

 To stave off bankruptcy by a few months Versarien (VRS) raised £425,000 at 0.275p on May 14th. But at the time it was sitting on adverse material news and in not disclosing that ahead of the placing (or in fact since) surely that is a breach of AIM Rule 10 if not outright fraud?
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Madness
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Malcolm Burne’s chilling warning on bitcoin in treasury

 No doubt some folks will dismiss the warning of a man with a more than sixty year career in financial journalism, fund management and running PLCs as the words of a dinosaur. They’d rather follow a 20 something heavily tattooed "PR genius", a deranged Mammon worshipping Catholic priest and visionary David Lenigas. It will NOT be different this time. Malcolm pinged me an email last night:
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Market News

BMV
Bluebird Mining (#BMV) bitcoin plans reach global audience via #ZeroHedge
 7 hours ago
Welsh_Flag
Photo Article from the Welsh Hovel: Rhubarb and elderflower week continues, Tom Winnifrith
 9 hours ago
Tom
The TW “haters” will be disappointed as blood tests start to come back, Tom Winnifrith
 9 hours ago
KMR
Kenmare Resources (#KMR) – terminates discussions with possible offer consortium “on the basis that it significantly undervalued Kenmare’s business and its prospects”
 9 hours ago
REVB
Revolution Beauty (#REVB) – “continues to have constructive engagement with a number of other interested parties” and re. an equity raise
 9 hours ago
FRAS
Frasers (#FRAS) – “does not intend to make an offer for Revolution Beauty” (#REVB)
 9 hours ago
VOD
Vodafone (#VOD) – Pilar López to join from Microsoft to succeed Luka Mucic as CFO
 9 hours ago
ANP
Anpario (#ANP) – notes geopolitical environment challenges, though “confident of achieving market expectations for the full year”
 9 hours ago
LPA
#LPA Group – H1 increased adj. loss, argues “order intake exceeded our expectations… confident in delivering a profitable second half”
 10 hours ago
NCC
#NCC Group – H1 adj. EPS down to 2.1p, DPS maintained at 1.5p, argues “progress reflecting the changing market”
 10 hours ago

Complete Coverage

Julie Meyer

Chris Cleverly
Fraud

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Bearcasts

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Neil Woodford

Neil Woodford
EPIC CODE: US:TIO

Tingo
EPIC CODE: SYME

Supply@ME
EPIC CODE: ARB

Argo Blockchain
EPIC CODE: AVCT

Avacta

EPIC CODE: OPTI

Optibiotix
Share Tips

Share Tips
The Sheriff of AIM

The Sheriff of AIM

Recent Comments

That Was the Week that Was

Thursday »

Tom

UPDATE 2 Tom Winnifrith: Less than three months to Sharestock now only 22 seats left: book now!

 

VRS

GOTCHA! Vesarien fesses, ouzo for the Sheriff!

 

AMRQ

Amaroq Minerals – year-end price target upped following bumper fundraising, Strong Buy

 

LPA

LPA Group – interims emphasise expect “full year in line with current market expectations”… but those are from a lack-of-profits warning just two weeks ago!

 

Bearcast

Tom Winnifrith Bearcast No 2: Not recording in a beehive

 

KMR

Kenmare Resources – due diligence access “in order to facilitate the consortium improving the financial terms of the proposal” actually leads to a rejected “substantially” lower proposal!

 

Boom

Letter to AIM Regulation & the Financial Reporting Council re Versarien and investor deception

 

HAS

Hays plc – profit warning on net fee declines despite admitted “soft” comparatives!

 

VRS

BREAKING: Versarien: it gets far worse, it deceived us with its annual results & report, surely AIM Regulation must act!

 

BELL

Belluscura:: when even your parents disown you, the Fat Lady is surely starting to gargle

 

Bearcast

Tom Winnifrith Bearcast No 1: Smarter Web Company madness, Gavin Burnell's warrant purchases, the FTSE 100 nightmare and my Bluebird dreaming

 

BMV

Bluebird Mining (#BMV) bitcoin plans reach global audience via #ZeroHedge

 

Welsh_Flag

Photo Article from the Welsh Hovel: Rhubarb and elderflower week continues, Tom Winnifrith

 

Tom

The TW “haters” will be disappointed as blood tests start to come back, Tom Winnifrith

 

KMR

Kenmare Resources (#KMR) – terminates discussions with possible offer consortium “on the basis that it significantly undervalued Kenmare’s business and its prospects”

 

REVB

Revolution Beauty (#REVB) – “continues to have constructive engagement with a number of other interested parties” and re. an equity raise

 

FRAS

Frasers (#FRAS) – “does not intend to make an offer for Revolution Beauty” (#REVB)

 

VOD

Vodafone (#VOD) – Pilar López to join from Microsoft to succeed Luka Mucic as CFO

 

ANP

Anpario (#ANP) – notes geopolitical environment challenges, though “confident of achieving market expectations for the full year”

 

LPA

#LPA Group – H1 increased adj. loss, argues “order intake exceeded our expectations… confident in delivering a profitable second half”

 

NCC

#NCC Group – H1 adj. EPS down to 2.1p, DPS maintained at 1.5p, argues “progress reflecting the changing market”

 

XPS

#XPS Pensions – FY adj. EPS up to 20.6p, DPS to 11.9p noting “continued confidence in the group’s prospects”

 

HAS

Hays (#HAS) – profit warning “driven primarily by broad-based weakness in Perm markets globally”, noting macroeconomic uncertainty

 

WTB

Whitbread (#WTB) – Q1 LFL sales -1% YoY, emphasises UK “forward booked position is ahead of last year”

Wednesday »

DWHT

Dewhurst – emphasises half-year “solid” growth, so why a more than 8.5% lower share price response?…

 

Bearcast

Tom Winnifrith bearcast No 2: infanticide is now legal, I despair

 

Boom

BREAKING: The City’s most disliked man wins £3,109,924.09 in the High Court

 

AO

AO World – full-year results argue “fantastic momentum that we’re seeing across the business”… but then suggest a potential profit fall this year!

 

Bearcast

Tom Winnifrith Bearcast No 1: Versarien and Building for Humanity, fraud, fraud and AIM Rule Breaking as the taxpayer stiffed, this stinks

 

Professor

The Bitcoin Treasury bubble in London, Gresham's Law, MicroStrategy and the madness continues

 

SDY

Speedy Hire – full-year results, how ‘robust’ really is its performance?…

 

VRS

EXPOSE: Versarien hid material bad news before last placing, is anyone at AIM Regulation awake?

 

Madness

Malcolm Burne’s chilling warning on bitcoin in treasury

 

KEFI

Would you pay £3.5 million to reduce your losses by just 1%?

 

Fake_News

The BBC creams itself over utterly dishonest Met Office Report on global warming, Tom Winnifrith

 

EDEN

#EDEN Research – “AGM Statement”, argues “tremendous strides” attempted ramptastic

 

BIRD

Blackbird (#BIRD) – “AGM Statement”, argues “progress” attempted ramptastic

 

OMG

Oxford Metrics (#OMG) – H1 swing to loss, H2 “started in line with the board’s expectations and our usual seasonal trading patterns”

 

DWHT

Dewhurst (#DWHT) – H1 EPS up to 36.4p, DPS maintained at 5p, “expect a challenging second half of the year”

 

AO

AO World (#AO.) – FY adj. EPS up to 5.7p, argues on further progress “a number of initiatives in the pipeline”

 

SDY

Speedy Hire (#SDY) – FY adj. EPS down to 1.41p, DPS maintained at 2.6p, argues a number of significant contract wins to impact this year and beyond

 

OCDO

Ocado (#OCDO) – plans with Bon Preu Group for a Customer Fulfilment Centre in Catalonia

 

CRPR

James Cropper (#CRPR) – argues a “revised strategy”, focusing on improvement and value creation in Advanced Materials and Paper & Packaging

 

PZC

PZ Cussons (#PZC) – narrowing to bottom half of FY adj. Op profit guidance range and agreement to sell its 50% interest in Nigerian edible oils business for a net approx. $64m

 

GHH

Gooch & Housego (#GHH) – completes acquisition of US-based Global Photonics

Tuesday »

ESYS

essensys – nominated adviser and broker change, another red flag?

 

Bearcast

Tom Winnifrith Bearcast No 2: The Bixby, Stockbridge, Lodge gang and the bitcoin in Treasury Bubble

 

Tom

Two hour podcast Tom Winnifrith and James Delingpole

 

Beggar

BREAKING: How the mighty fall... Rolf Gerritsen formerly of MetalNRG facing bankruptcy petition

 

BTC

Just five months after saying it was funded for 12 months, Lengias shitcoin play Vinanz issues more worthless confetti

 

GGP

Greatland Gold – positive dual-listing bookbuild, with share tip more than 100% up what next?

 

W7L

Warpaint London – AGM Statement confidence it will meet full-year market expectations, but how confident to really be?…

 

VULT

Another day, another bit of bitcoin in treasury spiv activity involving many of the usual suspects

 

Clown

Surely Sharesoc cannot be a gamekeeper if it is bankrolled by potential poachers, counting Baillie Gifford's moolah

 

RCFX

RC Fornax – “Trading Update” AIM IPO Roll-Call of Shame in just over 4 months!

 

Bearcast

Tom Winnifrith Bearcast: Fuming with Steve O'Hara and Tara Cranswick as I am told its all MY fault

 

Fake_News

88% of grooming gang members were white: how folks were smeared, with bogus data, as racists for challenging this false number, Tom Winnifrith

 

ANX

Anexo (#ANX) – offer discussions “remain ongoing”, Takeover Panel deadline extended to 1st July

 

BUR

Burford Capital (#BUR) – US Senate draft version bill “includes a provision that aims to increase the statutory tax rate on litigation finance transactions”

 

SSTY

Safestay (#SSTY) – “confirms that it is considering the conditional sale of the freeholds of certain UK assets”

 

W7L

Warpaint London (#W7L) – AGM Statement, “even more so than previous years, the group expects sales for FY25 to be heavily second half weighted”

 

RWS

#RWS Holdings – H1 adj. EPS slumps to 3.6p, DPS maintained at 2.45p, argues “continues to expect” to deliver guidance

 

CPI

Capita (#CPI) – reiterates FY guidance, though it “broadly flat revenue, operating margin improvement weighted to the second half of the year”

 

INF

Informa (#INF) – AGM Trading Update, “full year underlying growth guidance reaffirmed”

 

HERC

Hercules (#HERC) – H1 adj. EPS up to 2.11p, DPS maintained at 0.6p, “confident in meeting market expectations for the full year”

 

MGNS

Morgan Sindall (#MGNS) – “strong” Fit Out and Construction Services performance means now anticipates overall “significantly ahead of its previous expectations”

 

AHT

Ashtead (#AHT) – Q4 revenue and earnings slip YoY, “impacted by lower sales of used equipment”

Monday »

BRCK

Brickability – “Director/PDMR Shareholding” announcement = material directors share sales

 

REE

Altona Rare Earths – “strategic” interest following project progress and macro developments, Buy

 

TMG

Mission Group – “AGM Trading Update”, how confident to be for “expected to be second half weighted”?

 

Bearcast

Tom Winnifrith Bearcast No 2: what would Nigel Wray say?

 

TXP

Touchstone Exploration: More liars and scumbag rule breakers on the AIM Casino exposed

 

SWC

Smarter Web Company the madness continues, another £29 million raised at 180p – do the maths

 

Bearcast

Tom Winnifrith Bearcast No 1: a tale of deceit with two AIM sewer placings: Skinbiotherapeutics and Vast Resources

 

OHT

Ocean Harvest Technology – following September 2024 “believe that the group has adequate resources… for at least 12 months”, currently a funding struggle for even “an insolvency process”!

 

Gold

Video: Gold Miners Set For Their Best Quarter Ever

 

SBTX

Two video clips – can anyone explain why Stuart Ashman of Skinbiotherapeutics is not a LIAR?

 

Fake_News

The BBC and the rape gangs, this is off the scale gaslighting, Tom Winnifrith

 

AGR

Assura (#AGR) – “reviewing the revised terms of the #PHP offer with its advisers and will continue to engage in extensive shareholder consultation”

 

GGP

Greatland Gold (#GGP) – completes ASX bookbuild at A$6.60 per share, A$50m new shares and A$440m secondary offer

 

SWC

The Smarter Web Company (#SWC) – raises £29.3m at 180p per share

 

VAST

#VAST Resources – raises £2.7m at 0.35p per share

 

SBTX

SkinBioTherapeutics (#SBTX) – exclusive UK commercial agreement with Superdrug for AxisBiotix products, raises £4.1m at 17p per share “to facilitate and support” the agreement

 

SSTY

Safestay (#SSTY) – net £1.4m Covid-related business interruption insurance award

 

OHT

Ocean Harvest Technology (#OHT) – in dialogue re. “an insolvency process in the coming days”, CFO Chris Scott and Nomad Cavendish resign

 

PEEL

#PEEL Hunt – FY swing to adj. profit, but overall another loss

 

TMG

Mission Group (#TMG) – AGM Trading Update, “full year performance expected to be second half weighted, in line with previous years”

 

COST

Costain (#COST) – trading “in line with the board’s expectations”, up to £10m share buyback programme

Sunday »

Bearcast

Tom Winnifrith's bearcast: The Chelsea Ripple, another two own goals from Optibiotix & the sweetest father's day card ever

 

KEFI

Kefi: you really could not make this up!

 

OPTI

BREAKING: Reporting Optibiotix to the FRC for inaccurate accounts and it has also breached the Companies Act 2006, a criminal action

 

GPM

Golden Prospect – Update As Discount Narrows: Am I Being Too Cautious?

 

Professor

Visual Aid: How Major Asset Classes Have Performed Since 2020

 

Quiz

The ShareProphets Sunday Pub Quiz #298

 

Professor

Sunday Long Reads: Xi’s Dad, Destroying the Web, Pakistani Sushi, Playing Secretary, AI Spiral

 

Gold

The View From The Montana Log-Cabin As Middle East Pushes Gold Through $3,400

 

Top-10

Notes from Underground – Most read articles for the week ending June 14

 

Greek Tear

How is this for a 5 star review of the Greek Hovel? Tom Winnifrith

Saturday »

KEFI

Good news and bullshit from greedy b*stard Harry Adams and Kefi

 

AMRQ

Amaroq Minerals – We are heading for 100 per cent up on this share tip, shares can double again, targets increased

 

Bearcast

Tom Winnifrith Bearcast: its the G that matters in ESG, a case study of failure is Kefi

Friday »

BMV

Bluebird Mining Ventures – “Bitcoin Mining Machines” announcement. Still clear catalysts ahead

 

ACRM

Acuity RM – expects “significant progress towards cash generative trading at the end of 2025”, so what’s its current financial situation?

 

Bearcast

Tom Winnifrith Bearcast No 3: who killed Poundland?

 

OXIG

Oxford Instruments – argues “strong results and good momentum”, but how much so really?…

 

KEFI

The greed of Harry Adams: an update as the trougher hides behind the skirts of his chums

 

Crime-Scene

EXPOSE: £125m IPO and 2 fund raises built on flagrant lying

 

Bearcast

Tom Winnifrith Bearcast No 2: Putting Gary Newman straight, what Israel's heroic attack on the nukes of the mad mullahs means for shares, oil, gold and bitcoin

 

STG

Strip Tinning – argues 2024 “financial performance in line with market expectations”. Er, not with the start of the year expectations it isn’t!…

 

Bearcast

Tom Winnifrith Bearcast No1: Praying for the Rev Andrew Carter as he commits 2 deadly sins: Smarter Web vs Amaroq

 

ADT1

Adriatic Metals (#ADT1) – recommended 268p per share offer in shares and cash from Dundee Precious Metals Inc.

 

RNO

Renold (#RNO) – recommended 82p per share offer

 

PHP

Primary Health Properties (#PHP) – “strongly disagrees with certain assertions made by the board of Assura… around the financial risks to the combination”

 

PXC

Phoenix Copper (#PXC) – £0.5m placing at 4p per share

 

GEM

Gemfields (#GEM) – 82.4% take-up of $30m rights issue, rest with underwriters

 

OCDO

Ocado (#OCDO) – “drawn down on a Letter of Credit for $152m issued by the Bank of Nova Scotia”

 

DIAL

Diales (#DIAL) – Chair Shaun Smith to “step down… to concentrate on his other business interests”

 

AFC

#AFC Energy – argues “progress” in ramptastic “Operational Update”

 

STG

Strip Tinning (#STG) – 2024 increased loss, “continue to seek new funding”

 

OXIG

Oxford Instruments (#OXIG) – FY adj. EPS +3% to 112.4p, DPS +7% to 22.2p, argues confident in its differentiated higher margin business

Thursday »

CER

Cerillion – states CEO shares sale “significantly over-subscribed” with shareholder “very strong support”, so why the vastly discounted price then?!

 

Bearcast

Tom Winnifrith Bearcast No 3: No it will not be different this time & a present to enrage the Mrs

 

ENSI

EnSilica – “pleased to announce” a Contract Update… but its contract announcements earlier this year were followed by a major (lack of) profit warning!

 

SBTX

Naughty Bear Tim Kempster schooled in GCSE science yet again by Stuart Ashman

 

GoldfishShark

Video: The Coming Decade Looks Like the 1970’s, Take Action to Survive It

 

Bearcast

Tom Winnifrith Bearcast No 2: the lies, deceit and incompetence of Labour yesterday, this looks terminal for the UK

 

PODP

Pod Point – states “pleased to announce” recommended offer… but it’s really ANOTHER Covid-era IPO Roll-Call of Shame…

 

AMRQ

Amaroq and a bit of Black Angel Leni-Maths

 

RRR

Red Rock: how to use the most dreaded words without using the most dreaded words?

 

Bearcast

Tom Winnifrith Bonus Bearcast: Amaroq placing triumph, FYB

 

PODP

Pod Point (#PODP) – recommended 6.5p per share offer from EDF

 

WG

Wood Group (#WG.) – “continuing to work with Sidara in relation to the pre-conditions to the possible offer”, Takeover Panel deadline extended to 30th June

 

AMRQ

Amaroq Minerals (#AMRQ) – raises £45m in “significantly oversubscribed” fundraising at 85p per share

 

BMV

Bluebird Mining Ventures (#BMV) – “non-binding Heads of Terms” for £0.2m in equity acquisition of Bitcoin mining machines

 

CTG

Christie (#CTG) – “continued to benefit from encouraging levels of demand… full year trading expectations are unchanged”

 

TSCO

Tesco (#TSCO) – Q1 adj. LFL sales +4.6% YoY, FY guidance “unchanged”

 

MOTR

Motorpoint (#MOTR) – FY swing to EPS of 3.7p, DPS 1p, “positive momentum has continued”

 

CRST

Crest Nicholson (#CRST) – H1 adj. EPS up to 2.2p, DPS to 1.3p, “anticipate further stabilisation in the trading environment in the second half of the year”

 

HERC

Hercules (#HERC) – acquisition of training programmes business Quality Transport Training

 

G4M

Gear4music (#G4M) – “asset purchase… from the administrators of Jamm Co 2019 Ltd and its subsidiaries… for a total consideration of up to £1.2 million”

Wednesday »

SBTX

Stuart Ashman responds to fake news from short seller Tim Kempster

 

VRCI

Verici Dx – with “Update on funding to accelerate commercial growth”, who does it think it’s fooling?!

 

Beggar

The chart that says it all about public sector productivity & lazy Shipmans

 

Bearcast

Tom Winnifrith Bearcast No 2: picking a fight with Tim Kempster

 

RCDO

Ricardo – recommended offer means a 76.5% offer to bid price share tip profit in less than 4 months

 

WPHO

Windar Photonics – “Update on Expectations”, why was this never likely to be good news?…

 

HUI

Hydrogen Utopia – a placing that stinks after an RNS that deceived

 

KEFI

Letter to Harry Adams: hand back your bonus before Kefi peasants revolt and Ed has you for breakfast!

 

IBST

Ibstock – I having previously questioned it arguing “resilient performance” and “well-placed”, now it issues a “costs” and “more competitive market backdrop” warning

 

SYME

The insolvent fraud Supply@Me Capital - Nuburu delays payment of funding again!

 

Bearcast

Tom Winnifrith Bearcast No 1: is my old pal Chicken Little listening: Skinbiotherapeutics and Optibiotix

 

RCDO

Ricardo (#RCDO) – recommended 430p per share offer

 

AGR

Assura (#AGR) – KKR and Stonepeak bidco “recommended best and final increased cash offer” of 50.42p per share

 

HUI

Hydrogen Utopia International (#HUI) – following the pump, £0.25m placing at (a discounted, natch) 1.75p per share

 

SYME

Supply@ME Capital (#SYME) – “amendment” to, ridiculously-delayed, funding access from Nuburu Inc.

 

CRW

Craneware (#CRW) – Bain Capital “does not intend to make a firm offer”

 

DATA

GlobalData (#DATA) – has terminated possible offer discussions, argues “highly confident in the future prospects”

 

WPHO

Windar Photonics (#WPHO) – product delivery “did not meet the requirements under IAS to be recognised within 2024” trading warning

 

FDEV

Frontier Developments (#FDEV) – notes FY financials improvement, argues “confident” in ability to deliver further annual growth this year

 

FSTA

Fuller, Smith & Turner (#FSTA) – FY adj. EPS up to 34.22p, DPS to 19.76p, current year “like for like sales for the first 10 weeks rising by 4.2%”

 

IBST

Ibstock (#IBST) – activity levels “well above the prior year period” but warns due to “selling price/mix and the impact of incremental costs”

Tuesday »

Bearcast

Tom Winnifrith Bearcast No 2: Nonsense built upon nonsense upon nonsense

 

SNX

Synectics – trading “comfortably in line with market expectations” suggests this winning share tip is still a Buy

 

KEFI

Ed from Islington to lead the Kefi peasants revolt on July 17, will you join him?

 

AAU

Ariana – Intra-day Results, Elephants (Aussie and African) Ignored: A Shambles

 

TRC

The Revel Collective – argues CFO appointee’s “wealth of experience will be invaluable”. Er, will it?!

 

SWC

Reader prize contest: guess the bitcoin price at December 31 2025 with a Smarter tie breaker

 

BMV

Bluebird Mining Ventures – further strategic progress, exciting news flow potential “in short order”

 

SCE

Surface Transforms – what about an increased massive loss and reliance on “customer support” makes its results “pleased to announce”?!

 

FEVR

Will Fevertree be the straw that breaks the camel’s back at AIM?

 

Bearcast

Tom Winnifrith Bearcast No 1: A reader defends the greed of Harry Adams who will defend Ariana or RFCS after shocking job numbers?

 

MET

Metir – from the former Microsaic Systems, it really is The more things change, The more they stay the same!…

 

FRAS

Frasers (#FRAS) – confirms participation in Revolution Beauty (#REVB) Formal Sale Process, “currently contemplated that any offer… would be all cash”

 

MET

Metir (#MET) – £0.85m equity raise at 0.65p per share

 

GWMO

Great Western Mining (#GWMO) – £1.25m placing at 1p per share with warrants and Shard Capital Partners appointed as joint broker

 

SCE

Surface Transforms (#SCE) – 2024 loss £22.3m, on cash flow states “positive discussions with key customers regarding further support remain ongoing”

 

TAM

Tatton Asset Management (#TAM) – FY adj. EPS up to to 28.65p, DPS to 19p, “looks to the year ahead and beyond with confidence”

 

VNET

Vianet (#VNET) – FY EPS up to 2.92p, DPS to 1.3p, “current financial year has started positively”

 

GBG

GB Group (#GBG) – FY adj. EPS up to 17.4p, DPS to 4.4p, “FY26 growth in constant currency terms will naturally be second half weighted”

 

BWY

Bellway (#BWY) – “robust trading through the spring selling season, with an increase in customer confidence and reservation rates” YoY

 

OXIG

Oxford Instruments (#OXIG) – results delay as “auditors, BDO LLP requesting further time to complete its standard audit procedures”

 

OXIG

Oxford Instruments (#OXIG) – agreement for sale of “quantum-focused business” for £60m including up to £3m deferred

Monday »

Bearcast

Tom Winnifrith Bearcast No 3: The greed of Harry Adams is laid bare on page sixty two and is utterly revolting

 

AMRQ

Amaroq Minerals – still a Buy at 89p, near-term target 120p or more

 

LORD

Lords Group Trading – “delighted to welcome CMO” acquisition. How ‘delightful’ really?

 

Boom

Video: The Dollar is Cooked, Gold to $4,000, oil to $120 & BoJo is "scum"

 

CPX

CAP-XX – “developments demonstrate the growing confidence our partners and customers have”. Er, do they?…

 

Bearcast

Tom Winnifrith Bearcast No 2: How can Mr Market get it so utterly wrong?

 

CRDL

Cordel – after last week “variation” of Chief Revenue Officer’s ‘incentive’ target away from revenue!… now a “Trading Update” revenue warning!

 

Oil-Rig

If it’s in the Guardian maybe it is true: buy North Sea oil stocks

 

Bearcast

Tom Winnifrith Bearcast No 1: The big question for the Smarter Web Company and a helpful suggestion for the sharp cards behind it

 

AWE

Alphawave IP (#AWE) – $2.48 (183p) per share recommended offer from Qualcomm

 

TLY

Totally (#TLY) – directors resignations following appointment of administrators, “not expected to result in any returns to shareholders”

 

ESP

Empiric Student Property (#ESP) – notes following a meeting not attended in accordance with the Takeover Code, analyst “statements should not have been made”

 

REVB

Revolution Beauty (#REVB) – “confirms that Frasers is one of a number of parties conducting due diligence as part of the Formal Sale Process”

 

BMV

Bluebird Mining Ventures (#BMV) – Philippines project “framework of an agreement”, deal “expected on or around the week commencing 16 June 2025”

 

CPX

CAP-XX (#CPX) – ramptastic “Business Update”, CFO “stepping down” and Interim CFO appointment

 

CRDL

Cordel (#CRDL) – expects revenue growth “lower than forecast”, noting “economic uncertainty, particularly in the USA”

 

SNX

Synectics (#SNX) – “solid order intake and ongoing new business momentum”, trading “comfortably in line with market expectations”

 

PR1

Pri0r1ty Intelligence (#PR1) – proposed acquisition of sports data and marketing business Halfspace Limited

 

DBOX

Digitalbox (#DBOX) – completes acquisition of the digital assets of The Life Network

Sunday »

Bearcast

Tom Winnifrith Bearcast: what would the financial world look like at five thousand dollar gold?

 

Gold

Let's hope the bombast Andrew Monk is right for once: gold at five thousand dollars anyone?

 

Gold

The View From The Montana Log-Cabin As Gold Fails To Get Through $3,400

 

Professor

Visual Aid: Which Cities Are Investing Heavily into AI?

 

Quiz

The ShareProphets Sunday Pub Quiz #297

 

Professor

Sunday Long Reads: Abused Shrimp, Day the Dinos Died, High IQs, BBQ Dreams, Thirsty Art Dealer

 

Top-10

Notes from Underground – Most read articles for the week ending June 7

Saturday »

L_OPTI

Will you pledge your shares in Optibiotix to sack chairman Neil Davidson and NED Sean Christie and the FD as well?

 

AAU

Ariana Resources – “pleased to announce” Tavsan mine progress, but what about Australia dual-listing progress?

 

KEFI

Kefi Gold & Copper – pleased to announce” 2024 financial results. Why pleased?

 

Bearcast

Tom Winnifrith Bearcast: Dancing on a pinhead with PL over the Optibiotix RNS as I investigate the modus operandi of Alumni Capital

 

VCP

The unravelling of carpets company Victoria

Friday »

DCTA

Directa Plus – results argue trading “robust”, but what does that mean for the bottom-line?

 

Bearcast

Tom Winnifrith Bearcast No 2: Breaking, the FCA opens the door to reckless bitcoin speculation because Rachel from Customer Services says this will fuel growth

 

TAND

Tan Delta Systems – how ‘exciting’ is its “new strategic partnership agreement”?

 

Boom

A public sector job advert for me: and you wonder why your taxes are going up?

 

US-Flag-Blonde

Video: We have Crossed the Debt Macro Event Horizon, total US debt to GDP is 186%

 

MRK

Marks Electrical – CFO to leave though noting “the progress we have made over the last few years”. Er, really?

 

Bearcast

Tom Winnifrith Bearcast No 1: Shaming water company fat cats, this is all spin and does not address the real issues

 

CEL

I may be an idiot in suspense but surely real idiots need protecting by Celadon being suspended

 

TERN

Tern - a few further observations, as chairman walks the plank and board begs shareholders to allow more dilution

 

OPTI

Letter to Liam Murray at Cairn and AIM regulation Re Optibiotix fund raise

 

TERN

#TERN – Chairman Ian Ritchie “has decided to retire from the board at the conclusion of the AGM”

 

MRK

Marks Electrical (#MRK) – CFO Josh Egan “to leave the company to take up a new role as Chief Financial Officer of Roadchef”

 

ANGS

Angus Energy (#ANGS) – argues “positive discussions with Trafigura regarding the resculpting of the original payment schedule and the potential transaction are ongoing”

 

BGO

Bango (#BGO) – 2024 another loss, notes new financing facilities and Chief Marketing Officer Anil Malhotra and non-executive Frank Bury to “step down from the board”

 

AVCT

Avacta (#AVCT) – 2024 continuing operations loss £29.4m, states “cash runway into Q1 2026”

 

HUI

Hydrogen Utopia International (#HUI) – heads of terms for “proposed access to 10 exclusive licences for InEnTec's advanced TRL9 waste-to-hydrogen technology”, ramptastic

 

TRN

Trainline (#TRN) – selected as a preferred bidder to support one of four UK railway “digital pay-as-you-go trials”

 

SDI

#SDI Group – acquisition of temperature systems company Severn Thermal Solutions for a net £4.75m

 

PINE

Pinewood Technologies (#PINE) – agreement to acquire in shares Lithia’s majority stake in North America JV and software agreement with Lithia

 

ROSE

Rosebank Industries (#ROSE) – agreement for a first acquisition, of Electrical Components International, and approx. £1.14bn capital raise at 300p per share

Thursday »

TERN

Tern – FY24 Results: Strapped For Cash And Nowhere To Go

 

GHH

Gooch & Housego – interims, a winning share tip still cheap

 

TIDE

Crimson Tide – “Appointment of Chair, Nominated Adviser and Broker”. Why might that be?

 

VAST

Vast owning scrounger Mike Langdon and a new threat to the Winnifrith family

 

Bearcast

Tom Winnifrith Bearcast: slippery Steve O'Hara, the question he will not answer as he tries to buy off a replacement chairman

 

FEVR

Fevertree Drinks – AGM Trading Statement emphasises “significant growth opportunity”, but what’s needed for just the current valuation?

 

VAST

Vast owning scrounger Mike Langdon now threatening a personal visit to my house

 

DOCS

Dr. Martens – results emphasise “strong delivery against our FY25 objectives”. Are revenue and profit growth not “objectives” then?!…

 

POS

Nuburu - further cash raise at horrific interest rate

 

Bearcast

Tom Winnifrith Bearcast No 1: Bluebird joins the bandwagon the hard numbers as Smarter Web raises again - look at the warrants, this is mad

 

MRL

Marlowe (#MRL) – recommended 290p and 1.1 new shares per share offer from Mitie (#MTO)

 

TERN

#TERN – 2024 another loss (natch) and a net current liabilities position

 

BMV

Bluebird Mining Ventures (#BMV) – ‘advanced discussions’ to extend Philippines project free carry through to production, ramptastic potential additional bitcoin strategy

 

JLP

Jubilee Metals (#JLP) – proposed conditional disposal of chrome and PGM business for “up to US$90 million”

 

AWE

Alphawave IP (#AWE) – “Qualcomm remain engaged in discussions in respect of a possible offer”, Takeover Panel extension to 5pm on 9th June

 

BIG

#BIG Technologies – litigation assets dissipation update, notes “deadline for the defendants to file defences in respect of the Claim is 25 June”

 

CMCX

CMC Markets (#CMCX) – FY EPS up to 22.6p, DPS to 11.4p, notes “supportive” recent trading conditions

 

WIZZ

#WIZZ Air – FY profit slump and net debt up towards €5 billion

 

FEVR

Fevertree Drinks (#FEVR) – “trading in-line with expectations”, for FY underlying “low single digit” revenue growth and “c.12%” EBITDA margin

 

DOCS

Dr. Martens (#DOCS) – FY adj. EPS down to 2.4p, DPS to 2.55p, net debt £94.1m

Wednesday »

ELM

Elementis – Talc business sale and share buyback, a winning share tip with further to go

 

EMR

Empresaria – argues possible offer “fundamentally undervalues” it… but provides due diligence access and extends deadline!

 

MPAC

Mpac Group – a tariffs chaos recovery Buy

 

Bearcast

Tom Winnifrith Bearcast No 2: Today's scandal at Optibiotix, this just has to stop

 

DSG

Dillistone Group – “new loan from a related party”, just as “a prudent course of action” or desperately needed?…

 

Crash

Video: The Fed is Derelict in its Duty to the American People, the US recession is already underway

 

VCP

Victoria: problem with credit insurance?

 

OPTI

BREAKING: Optibiotix names the US “strategic and specialist investor” and it has already been selling shares.

 

4GBL

4GLOBAL – proposed AIM cancellation with ‘all the money’s gone’. Yet ANOTHER Covid-era AIM IPO Roll-Call of Shame!

 

Bearcast

Tom Winnifrith Bearcast No 1: 3 companies showing why AIM is fecked but one on the main market showing things can be worse

 

Welsh_Flag

Photo Article from the Welsh Hovel: cats on the internet, Tom Winnifrith

 

4GBL

4GLOBAL (#4GBL) – proposed AIM cancellation following “attempts to raise sufficient additional equity capital have not been realised”

 

JSG

Johnson Service (#JSG) – intention to move from AIM to LSE Main Market

 

EMR

Empresaria (#EMR) – extension of deadline to allow possible offer consortium to consider bid improvement, also “board continues to explore other options to realise value”

 

OCDO

Ocado (#OCDO) – further issuance of 11% senior unsecured notes due 2030

 

DSG

Dillistone (#DSG) – “pleased to report that trading is in line with management expectations”, but takes out a new related-party loan

 

SFOR

S4 Capital (#SFOR) – FY LFL net revenue “now expected to be down by low single digits… continue to target like-for-like operational EBITDA to be broadly similar to 2024”

 

DSCV

discoverIE (#DSCV) – FY adj. EPS +5% to 38.7p, DPS +4% to 12.5p, argues “well placed to continue its resilient performance and development”

 

RFX

Ramsdens (#RFX) – H1 EPS up to 13.9p, DPS to 5p, “expects full year profits to exceed £15m”

 

SMWH

WH Smith (#SMWH) – 13 weeks LFL revenue +5% YoY, argues “well positioned for peak summer trading period as a pure play travel retailer”

 

BME

B&M (#BME) – FY adj. EPS -7% to 33.5p, DPS +2% to 15p, notes current year “retail sector-wide challenges”

Tuesday »

REE

Altona Rare Earths – “very encouraging” Monte Muambe fluorspar project update, Buy

 

LPA

LPA Group – argues “satisfied that our strategy is working”, so what about the lack-of-profits warning then?

 

Bearcast

Tom Winnifrith Bearcast No2: what's the difference between Hemogenyx and syphilis?

 

MAI

Maintel – argues “cautiously optimistic of meeting market expectations”, but how realistic really is its “second half weighted”?

 

SWC

Can you short shares in the Smarter Web Company at a joke £157m valuation? AQSE says no but you can!

 

CEL

Madness marches across this earth: Celadon on the AIM Casino

 

Bearcast

Tom Winnifrith Bearcast No 1: Fatty and the Pri0r1ty farce & speaking to Steve O'Hara

 

GLE

MJ Gleeson – warns on trading as “housing market recovery has not been sufficient”…

 

VAST

Vast Resources owning menacing scrounger Mike Langdon now targets my wife

 

Bear

Photo article: what sort of bear drinks this sort of drink?

 

Gagged

X says it is ”hateful conduct” to be rude to jew haters, Tom Winnifrith

 

MAI

Maintel (#MAI) – “cautiously optimistic of meeting market expectations for the current year which will be second half weighted”, hmmm!

 

SPEC

Inspecs (#SPEC) – sales “behind the prior year” noting “uncertainty surrounding US tariffs”, though reckons FY “guidance on EBITDA remains unchanged”

 

PEBB

Pebble Group (#PEBB) – trading “currently supporting the delivery of FY 25 market expectations”, though “cautious” about impact of US tariffs on macroeconomic situation

 

TBLD

tinyBuild (#TBLD) – sales “slightly ahead of expectations”, “cash levels of mid-single digit millions demonstrating a reduced cash burn”

 

ELCO

Eleco (#ELCO) – “confident in the outlook and trading remains in line with market expectations for the full year”

 

WIZZ

#WIZZ Air – May booked passengers +10.3% YoY, load factor +0.2ppts to 91.2%

 

GHH

Gooch & Housego (#GHH) – H1 adj. EPS up to 15p, DPS maintained at 4.9p, FY “>95% order cover, though increased execution risks due to increased global uncertainty”

 

CHG

Chemring (#CHG) – H1 adj. EPS up to 6.8p, DPS to 2.7p, FY expects “similar H2 weighting of operating profit to last year (as previously guided)”

 

KIE

Kier (#KIE) – trading “in line with the board’s expectations”, “increase our operating profit margin target to 4.0%-4.5% in 3 to 5 years”

 

GLE

MJ Gleeson (#GLE) – gross margin “number of headwinds” and a land sale now not expected to proceed profit warning

Monday »

ADF

Facilities by ADF – less than a month after dividend announcement, an “Update re Proposed Dividend”!…

 

Bearcast

Tom Winnifrith Bearcast: Vindictive taxes always fail while is David Lenigas losing his twitter touch?

 

INDV

Indivior – another sign of trouble for London’s stock markets?...

 

OBC

Clem Chambers fresh disgrace – Online Blockchain accounts now qualified for a third consecutive year…and worse

 

Bearcast

Tom Winnifrith Bearcast No 1: Ariana & Tavsan, Nigel Farage and bitcoin & other bandwagons, crypto and gold

 

MIN

Minoan directors now facing possible criminal sanction, get the violins out: NOT!

 

EYE

Eagle Eye Solutions – “US Contract Update”, hopefully my prior warnings were heeded!…

 

CLAI

CelAI madness begets madness

 

SYME

Supply@Me Capital and a lack of funding update

 

FLYB

Flybe shareholders want your cash because they ignored numerous warnings on this website and lost theirs

 

SYME

Supply@ME Capital (#SYME) – since 1st May “no further amounts” have been received from Nuburu and despite also a further $1m “due on or before 31 May”

 

VOD

Vodafone (#VOD) – “completion of Vodafone and Three merger in the UK”

 

INDV

Indivior (#INDV) – another with intention to leave London market, with already Nasdaq listing

 

AWE

Alphawave IP (#AWE) – “Qualcomm remain engaged in discussions in respect of a possible offer”, Takeover Panel extension to 5th June

 

TEK

Tekcapital (#TEK) – raises £1.25m at 7p per share

 

SALT

MicroSalt (#SALT) – 2024 “administrative expenses” $4m, revenue $0.8m

 

JSE

Jadestone Energy (#JSE) – appointment of Thomas Mitchell (Mitch) Little as CEO

 

MEGP

ME Group International (#MEGP) – notes H1 progress, FY “on track”

 

AAL

Anglo American (#AAL) – completes demerger of c.51% of its interest in platinum group metals business (now Valterra Platinum) and associated share consolidation

 

SYNT

Synthomer (#SYNT) – “completion of its divestment of William Blythe limited”, net cash proceeds received at completion £25m

Sunday »

Sheriff-Of-AIM

New Sharestock speaker confirmed: James Delingpole on September 6

 

Professor

Visual Aid: Top Performing Equity Markets

 

Gold

The View From The Montana Log-Cabin As Miners Outperform Still Correcting Gold

 

Bearcast

Tom Winnifrith Bearcast: MM games at doomed Celadon and my cost cutting manifesto at Optibiotix

 

Professor

Sunday Long Reads: Don’t Talk about Six Nations, Police State, Diversity, Migration, World Population

 

Quiz

The ShareProphets Sunday Pub Quiz #296

 

Top-10

Notes from Underground – Most read articles for the week ending May 31

 

Welsh_Flag

Photo article from the Welsh Hovel: first radishes produced as sweetcorn, beetroot and potatoes all now planted, Tom Winnifrith

Saturday »

Confetti

Nuburu Unveils plans to issue millions more shares via death spiral lender, Yorkville and undertake reverse stock splits without needing shareholder approval

 

OPTI

GOTCHA! By its own admission Optibiotix misled us all about the £500,000 “investment”

 

PBX

ProBiotix Health – 2024 results highlight the scale potential ahead, Strong Buy

 

Bear

Always listen to Mr Bond! – this duo could be zeros

Friday »

IOM

Iomart – after emphasising “first phase” of strategy just over a month ago, already “Directorate Changes”!?

 

Bearcast

Tom Winnifrith Bearcast No 2: FAO: WANKER WINNIFRITH, Oi Winnifrith you nasty piece of shite

 

HVO

hVIVO – I have previously noted biopharma spending challenges, now it announces contract cancellations and postponement…

 

OPTI

Seven days since the £500,000 “investment” and still no TR1, at an EGM who should be sacked?

 

AMRQ

Amaroq Minerals – “strategic services” heads of terms agreement, a winning share tip Buy at 91p with a target of at least 150p

 

China Flag

Spotting red flags in biotech

 

Bearcast

Tom Winnifrith Bearcast No 1: you are a cxxt who should be in jail said Robostox

 

HRIP

Another day another spiv and all round bad guy jumps on the bitcoin as a treasury bandwagon

 

FXPO

Ferrexpo is very high risk, but with the chances of a deal to end the war rising, I see the upside as being worth it in the short term

 

GEX

GOTCHA! Georgina Energy shares to be suspended Monday, excuse does not wash

 

LFT

Lift Global Ventures (#LFT) – farce continues as loan redemption date further extended to 30th June

 

ALPH

Alpha Group International (#ALPH) – “to continue engagement with Corpay”, Takeover Panel extension to 7th July

 

IOM

Iomart (#IOM) – CEO Lucy Dimes “stepping down”, Chair Richard Last takes on Executive role while arrangements made to appoint a new CEO

 

CHLL

Chill Brands (#CHLL) – updates on delayed accounts audit that it now expects to receive sign-off “in June” and updates on upcoming UK disposable vapes ban

 

IES

Invinity Energy Systems (#IES) – 2024 loss £22.8m, year-end cash £32.4m

 

TIDE

Crimson #TIDE – half-year another loss on slightly lower revenue, emphasises subsequent “management change, right-sizing of team and refocus”

 

SUN

Surgical Innovations (#SUN) – 2024 increased loss on slightly lower revenue, argues “well-positioned for growth in 2025”

 

HVO

hVIVO (#HVO) – “significant human challenge trial contract cancellation alongside a postponement and a smaller study cancellation”

 

ADVT

AdvancedAdvT (#ADVT) – acquisition of public sector digital transformation platform group Goss Technology for a net approx. £7.1m in cash and shares

 

NG

National Grid (#NG.) – completes sale of Renewables business, having announced $1.735bn Enterprise Value agreement in February

Thursday »

Bearcast

Tom Winnifrith Bearcast No 3: Brace yourself on tax, they are all lying to us

 

MET

Metir – a “pleased to present” ‘trading update’ from the former Microsaic Systems; The more things change, the more they stay the same!…

 

Bearcast

Tom Winnifrith Bearcast: Is Nigel too harsh on Ariana?

 

OPTI

I don’t think I am a rank amateur but where is the TR1 O’Hara

 

Gold

Video: Gold has Entered the Public Participation Phase, target $4,800 within five years

 

BOWL

Hollywood Bowl – interims argue expects full-year “within the range of current analyst forecasts”, but how confident to really be of that?…

 

JADE

Jade Road Investments finally suspended on the AIM sewer but was there a false market for the last month

 

Bearcast

Tom Winnifrith Bearcast No 1: Probiotix a three bagger or an eight bagger?

 

AAU

Ariana – ASX Listing Delayed Again As Elephants In Room Still Ignored

 

LFT

A song and an idea for wretched Zak Mir as can kick day approaches yet again, 20, 20, 24 hours to go, Lift wants to be sedated

 

AGFX

Argentex (#AGFX) – “Terry Clune and Harry Adams confirm that they do not intend to make an offer”

 

MET

Metir (#MET) – argues trading “ahead of management expectations” but “cash balance is £151,000 with a net outflow due prior to month end”

 

SUPR

Supermarket Income REIT (#SUPR) – proposed transfer of listing from closed-ended investment funds category to equity shares (commercial companies) category

 

PBX

ProBiotix Health (#PBX) – reports 2024 loss on revenue +13% to £1.9m, argues “current trading very strong with a record order book”

 

CHRT

Cohort (#CHRT) – “strong growth in revenue and profit compared to the year ended 30 April 2024, in line with market expectations”

 

SFT

Software Circle (#SFT) – FY “overall organic revenue declined by 7%”

 

CHH

Churchill China (#CHH) – notes “lower volumes” new installation business, though “strong replacement orders at good margins”

 

BOWL

Hollywood #BOWL – H1 adj. EPS down to 12p, DPS up to 4.1p, notes recent warm and dry weather impact

 

AUTO

#AUTO Trader – FY adj. EPS up to 31.7p, DPS to 10.6p, “remain confident in the outlook for the business”

 

BMS

Braemar (#BMS) – FY adj. EPS down to 31.3p, DPS to 7p, “lower revenue from Chartering in the second half”

Wednesday »

Crime-Scene

Ponzi fraudsters 79th group bugger their staff as well as investors

 

FDEV

Frontier Developments – argues “ahead of expectations”, but why’s it ‘profitability’ detail which dare not speak its name?

 

TRAF

Trafalgar Property – Charges North By 25%......Why?

 

APTD

Aptitude Software – argues “positive progress to date in H1 2025”, but how “positive” really?…

 

Bearcast

Tom Winnifrith Bearcast No 2: now £200m of madness that will go up in smoke across 4 UK bitcoin as a treasury companies

 

OPTI

Liam “the toke” Murray – where is the TR1 or did Optibiotix lie again?

 

SYME

Supply@Me Capital- should Bright Grahame Murray issue a disclaimer audit opinion to enable 2024 accounts to be published?

 

KGF

Kingfisher – emphasises “good start to the year” but, on an underlying basis, how “good”?…

 

Bearcast

Tom Winnifrith Bearcast No 1: Dealing with a hopeless NHS today and Kefi's "news"

 

ECR

Breaking EXPOSE: Doc Holiday’s ECR Minerals swerves a deal with a paedophile and Clarissa the clown

 

DATA

GlobalData (#DATA) – discussions with KKR terminated and with ICG ongoing with Takeover Panel extension to 11th June

 

FDEV

Frontier Developments (#FDEV) – FY revenue edged up from prior year to approx. £90m, “stronger-than-expected profitability… and a higher-than-expected cash position”

 

CCR

C&C Group (#CCR) – FY adj. EPS up to €0.117, DPS to €0.0613, “current trading encouraging”

 

PETS

#PETS At Home – FY adj. EPS slightly up to 21p, DPS to 13p, current year “expect to deliver group underlying PBT in the range of £115-125m”

 

KGF

Kingfisher (#KGF) – Q1 LFL sales “underlying growth of +2.7%” YoY, “confident in delivering our full year guidance”

 

AVG

Avingtrans (#AVG) – now expects “adj. EBITDA ahead of market expectations, driven by better than anticipated performance within the Advanced Engineering Systems division”

 

APTD

Aptitude Software (#APTD) – notes “continued economic uncertainty, particularly in North America”, though FY “remains confident… will be in line with expectations”

 

SCT

Softcat (#SCT) – Q3 update, “now expects low-teens growth in operating profit for the full year, up from low double-digit previously”

 

LSL

#LSL Property Services – expects profit growth “in line with current consensus expectations”

 

RTO

Rentokil Initial (#RTO) – agreement for sale of France Workwear business for up to €410m Enterprise Value

Tuesday »

CARR

Carr's Group – “Proposed Tender Offer”, to realise more than 22% gains on this winning share tip?

 

Bearcast

Tom Winnifrith Bearcast No 2: madness!

 

TMO

Time Out Group – “new franchise agreement” emphasising “unmatched digital and real-life model”. Er, what about the just-announced “strategy review”?!

 

LGEN

Legal and General - a shareholder writes

 

CNSL

Cambridge Nutritional Sciences – “pleased with our performance in 2025”. What the lower revenue and the cash burn?

 

TM1

Technology Minerals – Letter to PKF Littlejohn

 

Bearcast

Tom Winnifrith Bearcast: is Bluebird Run by liars? Am I selling my shares?

 

Bitcoin

Video: how can I take this idiot seriously, bitcoin is not a store of value FFS!

 

REAT

React Group – argues “can pass on statutory cost increases”, but can it really effectively do so?…

 

Crime-Scene

EXPOSE: Serial penny share fraudster Ron Bauer convicted again in US but still operating in UK: will the FCA finally act?

 

AVCT

Avacta (#AVCT) – results delay “as the group's auditors have been unable to finalise the audit work connected to the disposal of Launch Diagnostics”

 

INSE

Inspired (#INSE) – “in detailed discussions… regarding a possible cash offer of 81p per Inspired share”

 

AWE

Alphawave IP (#AWE) – “Qualcomm remain engaged in discussions in respect of a possible offer”, Takeover Panel deadline further extended to 2nd June

 

CYK

Cykel AI (#CYK) – proposed £0.75m placing to “be priced at the closing bid price on 6 June”

 

SFT

Software Circle (#SFT) – suspected payment fraud all funds “recovered”, “reiterates its commitment to strengthening internal financial controls”

 

BMV

Bluebird Mining Ventures (#BMV) – arguments for permit issuance in South Korea rejected, to file an administrative lawsuit

 

CNSL

Cambridge Nutritional Sciences (#CNSL) – FY revenue “a little lower than expected”, “net cash balance of £4.9m (2024: £5.4m)”

 

BOY

Bodycote (#BOY) – four months organic revenue -6% YoY, argues “full year outlook in line with current market expectations”

 

ELM

Elementis (#ELM) – sale of Talc business for $121m Enterprise Value, intention for $50m share buyback programme

 

SRP

Serco (#SRP) – completes acquisition of “mission training and satellite ground network communications software business” from Northrop Grumman

Monday »

ICON

Iconic Labs, the world has gone mad!

 

Price-Vs-Value

ShareProphets readers tips for 2025 prize competition – late-May bank holiday weekend update

 

Dead-Donkey

One AIM Shambles After Another. The System Is Broken.

 

Bearcast

Tom Winnifrith Bearcast: The Kefi rebellion is over, where next

 

GPM

Golden Prospect –Tip Update, Rick Rule And A Reader Question

 

Boom

BOMBSHELL Podcast on the Chagos scandal: the hard maths show its £43bn not £10 bn and its £430m a year not £101m a year

Sunday »

OPTI

Optibiotix: tell us about that £500,000 share trade announced last thing on Friday?

 

SYME

Miroslav Knezicky: why don’t you want a CV including working for a fraud publicised?

 

Gold

The View From The Montana Log-Cabin As Trump Spikes Gold Again

 

Bearcast

Tom Winnifrith bearcast: why am I wrong to feel so bearish about everything in the UK?

 

Professor

Visual Aid: The World’s Most Expensive Real Estate Markets

 

Professor

Sunday Long Reads: Borstal Boys, Stolen Adoptees, Barf Bags, Hitler’s Angel, Wusband

 

Quiz

The ShareProphets Sunday Pub Quiz #295

 

Top-10

Notes from Underground – Most read articles for the week ending May 24

 

Holocaust_Memorial_Day

Irish antisemitism on twitter: he thought I was a Jew so compared me to the Einsatzgruppen, Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith Bearcast: CEO's who threaten shareholders

 

TERN

Tern - Device Authority 2024 accounts out and are awful

 

Bear

Podcast:Tom Winnifrith and Barry Downes on the sectors AI will destroy

 

THS

Tharisa – interims suggest shares remain a recovery Buy

 

Price-Vs-Value

Readers tips to end-2025 prize contest No 2: Easter Version – first month update

Friday »

SRAD

Stelrad – what do trading “in line with management expectations” and “Appointment of Joint Corporate Broker” suggest here?…

 

Bearcast

Tom Winnifrith Bearcast No 3: Failure, deception, madness, PLC costs and boardroom expenses and AI driven shorts

 

CGNI

Cardiogeni: £120m up in smoke in less than 4 months, First Sentinel disgraces itself (again)

 

TLY

Totally Fecked, another story of AIM incompetence & Zak Mir

 

Bitcoin

Video: Mega Returns – Profiting from Maximum Pessimism

 

Sinking_Ship

AIM Market Statistics for April 2025 - yet another month of decline at the Casino

 

Bearcast

Tom Winnifrith Bearcast No 2: Steve O'Hara is a liar, I am not selling Optibiotix but I cannot honestly advise you to hold

 

UJO

The AIM peasants are revolting No 2: Union Jack Oil & Gas

 

Bearcast

Tom Winnifrith Bearcast No1, the £94m madness of The Smarter Web company, think back to Mark Slater's Internet Indirect

 

KEFI

The AIM peasants are revolting No 1: Kefi

 

TLY

Totally (#TLY) – warns sale “potential proceeds… unlikely to be sufficient to meet all future liabilities”

 

CHLL

Chill Brands (#CHLL) – convertible loan notes extension and further £1m raised, concludes legal proceedings

 

ROQ

Roquefort Therapeutics (#ROQ) – agreement to extend convertible loan notes to end-December

 

OPTI

OptiBiotix Health (#OPTI) – £0.75m placing at 14p per share with warrants

 

AGR

Assura (#AGR) – adjournment of Meetings to implement offer as “engaged in further discussions” with Primary Health Properties (#PHP)

 

CNSL

Cambridge Nutritional Sciences (#CNSL) – on legal proceedings brought by Health & Safety Executive, “court imposed a total fine of £0.035m”

 

EPWN

Epwin (#EPWN) – “year to date revenues are 8% ahead of prior year… in line with the board’s expectations”

 

GAW

Games Workshop (#GAW) – notes FY growth but not expecting record Licensing revenue to be repeated next year

 

AJB

AJ Bell (#AJB) – H1 EPS up to 12.4p, DPS to 4.5p, “started the second half of the year well”

 

BEG

Begbies Traynor (#BEG) – FY “ahead of consensus expectations”, notes “confidence” including with visibility of fees on current instructions

Thursday »

Bearcast

Tom Winnifrith bearcast No 2: look at the bonds, Victoria to 0p?

 

TM1

Video: "an isolated fire" said Technology Minerals

 

GEX

Chris Murphy: Another Georgina Energy owning moron who attended a Swiss Finishing School

 

HEAD

Headlam – states “some encouraging signs of the market conditions improving”, but then also “the market is taking longer than expected to improve”!

 

Dead-Donkey

EXPOSE: Nuburu: more corporate deals that stink, Regtech has been raped!

 

VEL

Velocity Composites – after I asked whether contract announcement last week was attempted ramptastic, now a “Trading Update” share price fall…

 

Bearcast

Tom Winnifrith Bearcast: after Kefi should we all abandon AIM in disgust?

 

PDL

Petra Diamonds it's haircut ahoy – meetings next week

 

CAML

Central Asia Metals acquisition of the Antler project looks worth the risk, despite it still being pre-production stage

 

Dead-Donkey

Surely this means that the Supply fraud is toast: Nuburu Q1 results reveal it's technically insolvent with almost no cash and minimal assets

 

Welsh_Flag

First harvest of the year at the Welsh Hovel, Tom Winnifrith

 

SFT

Software Circle (#SFT) – £426,770 “suspected authorised push payment fraud”

 

WRKS

TheWorks (#WRKS) – “expect to offset significant cost headwinds and deliver profit growth”

 

MAB

Mitchells & Butlers (#MAB) – H1 EPS up to 16.8p, states “confidence” despite cost headwinds

 

EZJ

easyJet (#EZJ) – H1 loss “in line with consensus”, argues “attractive earnings growth expected for FY”

 

HEAD

Headlam (#HEAD) – four months revenue -4.7%, notes “sequentially improved through the period”

 

ZTF

Zotefoams (#ZTF) – four months sales growth 8%, “full year expectations remain unchanged”

 

HILS

Hill & Smith (#HILS) – four months constant currency revenue +3% with operating margin expansion

 

QQ

QinetiQ (#QQ.) – FY adj. EPS down to 26.1p, DPS up to 8.85p, “impacted by geopolitical uncertainty and delays to short cycle work”

 

BT

BT (#BT.A) – FY adj. EPS slightly up to 18.8p and DPS to 8.16p, raising “full fibre” target while maintaining cash flow guidance

 

JMAT

Johnson Matthey (#JMAT) – FY adj. EPS 149.2p, DPS maintained at 77p, agrees sale of Catalyst Technologies for £1.8bn EV

Wednesday »

KEFI

I Cannot Recommend A Purchase, Harry Adams you, your board and your advisors are an effing disgrace

 

Bearcast

Tom Winnifrith Bearcast: More cobblers from Pennpetro and what about last year's fraud?

 

PAT

Panthera Resources – filing of massive claim for damages against India, for now we take near 130% profits

 

TMO

Time Out Group – Media business “strategy review… to review monetisation of growing audience”. Er, nothing to do with the trading warning then?!

 

SHOE

Shoe Zone – “pleased to announce its interim results”, what about the currently approaching 20% share price fall in response then?!…

 

Trump

Video: Trump Team’s Attempts at Cutting the Deficits Will Fail

 

GEX

EXPOSE: ‘ello, ‘ello, ‘ello – what is Georgina Energy hiding now?

 

OHT

Ocean Harvest Technology – following September 2024 “believe that the group has adequate resources… for at least 12 months”, now ‘financial position uncertainty’ shares suspension!

 

Bearcast

Tom Winnifrith Bearcast No 1: discussing with a Lucian in mourning the Pantheon Resources conundrum

 

AMRQ

Amaroq shares rocket 108% in Canada overnight and are suspended, I said they were cheap!

 

Tom

14,000 dead babies in the next 48 hours in Gaza: the UN blood libel so many are happy to spread, Tom Winnifrith

 

OHT

Ocean Harvest Technology (#OHT) – receives notice of loan notes default, shares suspended

 

REVB

Revolution Beauty (#REVB) – commencing a Formal Sale Process following “a preliminary approach regarding a possible offer”

 

CAML

Central Asia Metals (#CAML) – agreement to acquire ASX-listed New World Resources for Australian$185m

 

MKS

Marks and Spencer (#MKS) – FY adj. EPS up to 31.9p, DPS to 3.6p, ‘cyber incident’ Op. profit impact “current estimate before mitigation is… around £300m for 2025/26”

 

SHOE

#SHOE Zone – H1 swing to loss and no dividend, notes Q2 “improvement, but the trading environment continues to be difficult”

 

CURY

Currys (#CURY) – FY adj. PBT “expected to be around £162m, +37% YoY (previously guided to around £160m)”

 

JD

JD Sports Fashion (#JD.) – FY adj. EPS slightly down to 12.39p, DPS up to 1p, Q1 this year “in line with our expectations in a volatile market”

 

MAB1

Mortgage Advice Bureau (#MAB1) – “seeing increased confidence among Appointed Representatives, with more advisers joining and momentum in new AR firm recruitment”

 

AVON

#AVON Technologies – H1 adj. EPS up to $0.388, DPS to $0.076, expects H2 “improved returns”

 

RS1

RS Group (#RS1) – FY adj. EPS down to 39.1p, DPS edged up to 22.4p, “markets remain challenging”

Tuesday »

TSP

AQSE Regulation and the Truspine fine: this is just silly and unfair on shareholders

 

HAT

H&T Group – recommended bid means a now 62.5% less than one year offer to bid price profit

 

GHH

Gooch & Housego – macro recovery value?...

 

GoldfishShark

Video: Silver’s Big Moment – Is a Market Reversal Coming?

 

Beggar

An old joke but a good joke about tax

 

Bearcast

Tom Winnifrith Bearcast: capAI is a £30m disgrace, Peterhouse should be ashamed

 

XSG

Xeros Technology – 2024 results from this Neil Woodford ‘revolutionising’ pick argue “clear progression”. Er, is there?…

 

TPT

Topps Tiles – interims, how confident to be for the second half weighting to reach expectations?

 

OPTI

Junior Lemming agrees with me on Optibiotix, shares will not reflect value without corporate governance reform

 

FDM

FDM Group – AGM Statement includes trading “in line with the board’s expectations”, but is another profit warning ahead?…

 

TSP

TruSpine Technologies (#TSP) – AQSE Regulation enforces £15,000 of suspended fine for delayed shares issuance announcement

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