UK 15:02 Wednesday, 30 September 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
I start with the wrong date and reflecting on an evening with the cottage burners yesterday. I offer a few thoughts on the Euroloon's daft idea on immigration and retraining, then it is Avacta (AVCT), Kendrick Resources (KEN), Atlas Metals (AMG) and Eco Buildings (ECOB)
Today we have half calendar year numbers from Kendrick Resources (KEN). Results out on deadline day – red flag. Colin Bird chairman – red flag. Look at the balance sheet… red flag!
Most recently on equipment monitoring and maintenance systems company Tan Delta Systems (TAND), in May with the shares up to 33p I wrote ‘how much is new order received really “of particular note”?’ concluding ‘a still above £24 million market cap, still ANOTHER of the last few years’ IPOs to sell’. The shares most recently closed at 28p and what about now first half of 2026 results… and the shares currently at 22.5p?
Tullow Oil (TLW) shares about which I have long been bearish have halved today to 9.82p giving a market cap of £148 million after a court set back that could cost it $393 million. Would that sink the ship?
Analyst Florian Grummes is a bear. He has clear concerns about equity markets being at all-time highs, rising Treasury yields, and Middle East energy disruptions.
Microsalt (SALT) one of the dogs floated off by Tek Capital (TEK) has completed an equity fund raising bringing in a total of £1.54 million gross ( call it £1.45 million net). And the company has now made projections claiming it is funded through to profitability next year. Bollocks. If that is true both myself and fellow bear Evil Banksta are bananas.
Describing itself not as an advertising, eCommerce affiliate and direct consumer media company but as a “global platform for specialist media”, Future plc (FUTR) has issued a “Pre-close trading update” including that it “will deliver in line with market expectations for FY 2026 as it executes against its strategy”. What about a currently more than 8% lower share price response to below 290p?
Oh dear, is there nothing this disgraced CEO will not do? With Bluebird Mining Ventures (BMV) running on vapours and the company desperately trying to get another bailout fund raise away. But there is a problem: more than 100 million exploding warrants which get repriced and resized with every placing.
Potentially AI ( AGI) has released its interim results for the six months ended 30 June 2026 which showed a loss of £1,061652 on zero revenue. These results were before the reverse takeover of Potentially AI and therefore do not include any results for that business. It does mention that during August 2026 it’s early access waitlist had grown to 25,000 which provides 12 months’ free membership.
After the success of this year’s biggest and best ever Sharestock, The Mrs. is hard at work making plans for Sharestock 2027 on September 4. Those who enjoyed the slugging match between Chris Gilbert of Eco Buildings (ECOB) and Fagash in 2026 will be delighted to know that a rematch is now inked in for 2027 by when, I predict, Fagash will, on this one, be looking very silly indeed. Of course that is not the main draw.
‘Predictive genetics’ company GENinCode (GENI) has announced results for the first half of the 2026 calendar year including “successful completion of £4.3m net placing in Feb 2026 to support scale up and commercialisation… adjusted EBITDA losses have reduced over the period and are expected to improve further in the second half as revenues improve”. So what about a current 0.70p share price, 20% lower?
I start with the latest proposals from the Home Secretary about importing more Afghans and Gazans, can anyone at any level say why this is not insanity? Then Kefi Gold & Copper (KEFI), yesterday's fake research note and today's results.
UK floor coverings distributor Likewise Group (LIKE) has announced its first half of 2026 results headlined “Strong performance with FY26 now expected to be materially ahead of market expectations”. How good is the news from the valuation at a 35p share price?
56 days after it launched its bid for Union Jack Oil (UJO), Reabold (RBD) today announced that acceptances are, as of 1 PM yesterday, up to 6.2% from 5.7% a week prior. That is humiliating.
Describing itself as “a leading provider of asset protection technology and offshore energy services”, Tekmar Group (TGP) has issued a “Trading Update, Contract & Working Capital Facility” announcement including that it “is pleased to report that trading volumes in the second half of FY26 have continued to grow” and “a €6 million contract extension for a European offshore wind project”. So what about a current 11p share price, more than 10% lower?
