Hello Share Chasers. You've probably noticed a lot of hype about companies involved in Artificial Intelligence. My humble view is that a lot of the rises in share price have already happened for most involved firms. But there are some outfits already benefitting from AI that do not yet look fully evident on the City radar.
Nvidia has become an early winner of the generative AI boom. The company reported record revenue in its second quarter earnings report, with sales of AI chips playing a large role. If we compare to other American competitors, what do the AI chip sales of Nvidia vs. AMD vs. Intel look like?
Half year results from company describing itself as a “world-leading provider of technology-enabled language, content and intellectual property services” RWS Holdings (RWS) included some weaker demand in the current macroeconomic climate and planned investments. However, there looks good reason for some confidence looking ahead and, including with the shares down from above 400p as recently as early this year, we now consider there to be clear value.
Thanks to the sponsorship of Sure Valley and Pires Investments (PIRI) we are expanding the number and quality of speakers and are able to offer up more fun and games at ShareStock this year - as you can see HERE. In this episode I chat to Brian Kinane and Alex Thompson of Sure Valley about the role of Google in the AI boom. Enjoy.
Smarttech247 Group (S247) describes itself as a provider of AI-enhanced cybersecurity services. With cybersecurity a clear growth area and AI seemingly currently the ‘hot’ thing, a prevailing circa £45 million market cap might be considered worthy of a trade even if there was not currently encouragement and promise from the financials. Here there are those too though.
A year ago I wrote that “if you got lucky with Capita (CPI) shares…you should exit stage left now”. And the same has happened this year too, as you could have purchased Capita shares at about 30p and sold them at around 40p a share a few months later. However, the shares have been poor performers since, and the stock is lower than it was a year ago. Does Capita remain “C(r)apita”…?!
The blockchain to NFT to AI to whatever bandwagon is next entity run by ex ADVFN boss Clem Chambers with well remunerated help from his sons, that is Online Blockchain (OBC), must surely be running on vapours. Finally it seems that investors are waking up to the lifestyle joke that this is. Gone are the days when the shares were pumped by Clem’s pals allowing a placing at 100p. The shares are now just 13p.
I start with why I have reported a Predator Oil & Gas (PRD) shareholder to the Leicestershire OId Bill - #BoycottWoodlandsWholesaleNursery. I've had enough of it all and sooner or later some moron is going to get his collar felt. Bring it on. Then it is onto Versarien (VRS), Zoo Digital (ZOO), actors and porn actors and the march of AI, MGC Pharmaceuticals (MXC) and Argo Blockchain (ARB) whose shares are surging.
I am sure that Artificial Intelligence will change the world. It is a fascinating area as I have discussed in five episodes of TechCast. But that does not mean that AI might not create a stockmarket bubble. For into every boom the chancers are attracted.
It is really important in the investment world to have the scope to be greedy when others are fearful, and fearful when others are greedy. However, you do have to get your timing at least partially correct, otherwise the financial markets can easily make you look very stupid irrespective of how conceptionally smart you are. The question then for UK investment watchers is whether “cash raised via IPOs on London’s markets tumbled by over 80 per cent in the first quarter” is an opportunity or not?
Thanks to the sponsorship of Sure Valley & Pires Investments (PIRI) we are expanding the number and quality of speakers and are able to offer up more fun and games at Sharestock this year - as you can see HERE. In this episode I chat to Brian Kinane and John Frizelle of Sure Valley about the role of Microsoft in the AI boom. Enjoy.
I was pleased to read earlier today that the “European Commission authorises GSK's (GSK) Arexvy, the first respiratory syncytial virus (RSV) vaccine for older adults”. A bit more positive progress by one of the better value FTSE 100 names for boring personal pension fund investors such as me. Elsewhere, I also read that “BHP (BHP) and Microsoft use AI to lift Escondida copper recovery”. Another company feels obligated to mention then how so ahead of the norm it is on artificial intelligence.
Hello Share Squelchers. This glittering website likes to keep you bang up to date. And the talk of the City these days is Artificial Intelligence. It's time that this traditional old punter looked at this big talking point of the moment and I suggest you take a gander at this exciting firm.
But think of today's suffering before I escaped and donate HERE. Then I look a bit more at poor John Allen and Tesco (TSCO). Then on the 4th anniversary of the gating of the Neil Woodford funds I look at Hargreaves Lansdown (HL). Finally a few thoughts on AI after recording the 4th Techcast on Friday.
Most journalists worry that Artificial Intelligence, AI, will in due course threaten their jobs. Zak Mir claims to be a member of the National Union of Journalists but, judging by an update from his Aquis listed Lift Global Ventures (LFT) yesterday, his work will only be threatened by advances in the development of Artificial Stupidity.
Thanks to the sponsorship of Sure Valley & Pires Investments (PIRI) we are expanding the number and quality of speakers and are able to offer up more fun and games at Sharestock this year - as you can see HERE. In this episode I chat to Brian Kinane and Barry Downes of Sure Valley but mostly to Jack Morrow of Retinize, a firm based in Belfast so which can do no wrong.. Enjoy.
Thanks to the sponsorship of Sure Valley & Pires Investments (PIRI) we are expanding the number and quality of speakers and are able to offer up more fun and games at Sharestock this year - as you can see HERE. In this episode I chat to Brian Kinane of Sure Valley but mostly to Ronan Murphy who is the founder of both Getvisibility and Smarttech247 about AI and cyber security. Enjoy.
Describing itself as a “leading in-content advertising company”, Mirriad Advertising (MIRI) has issued a “collaborates with Microsoft” announcement, sparking the shares up to currently 3.8p. However, even that means a still just £10.6 million market cap for this company which listed in 2017 at 62p per share. “Leading in-content advertising company”?, more like a company leading in its number of red flags flying.
IQ-AI (IQAI) Chief Executive Trevor Brown is “pleased to announce… unaudited financial results for the six months ended 30 June 2021”. So ‘pleased’ that he’s done so at an intra-day 9:57am on the Friday before a bank holiday weekend… not usually a time to announce ‘pleasing’ financial results Trev! But then this is the Trevor Brown of pumping & dumping, spiv infamy. Now, why may these results not be pleasing for shareholders?
Hello, Share Placers. This old punter is constantly searching out new medical pioneers to have a crack at. If things work out, you have the profits and the added bonus of helping to move medical technology further forward. But the risks are more than normal because new treatments and cures have to be carefully researched and then licensed. And quite a few horses never leave the stalls.
Chris Akers ramp AIM-listed Asimilar (ASLR) saw its shares suspended on Friday after the company announced it was buying a stake in Sentiance, an AI company in Belgium. But hang on, I thought another Akers ramp, Mesh Holdings (MESH), was supposed to be buying that!
Not content with leaving burying bad news on polling day to the likes of Purplebricks (PURP) or Versarien (VRS), this morning – election results day – AIM-listed Anglesey Mining (AYM) joined the fray with its Interims to September. They are truly horrid.
CEO of ‘Procurement-as-a-Service’ platform company Maistro (MAIS, formerly Blur), Laurence Cook is “pleased to report on the significant progress that has been made in 2018”. The shares have responded currently to 1.25p – 4% lower. Hmmm…
This conference on Tuesday March 5 will highlight ways to invest in Artificial Intelligence (AI), the Internet of Things (IoT) and Augmented and Virtual Reality (AR/VR) software companies; either directly, through private equity or listed venture capital vehicles.
Having filed patents and announced the start of the technology programme last year, Cambridge Cognition (COG) has now announced its “first voice-based cognitive assessments are available for use in its core pharmaceutical and biotechnology clinical trial channels”…
Despite changing its name from blur Group (BLUR) to Maistro (MAIS) at the start of the year, it is hard to see much of a change when it comes to the fortunes of the company. Basically, it offers businesses a platform for the procurement of business services, including marketing and human resources, and on its website it boasts that it has been in the business for over a decade. With that in mind, it doesn’t exactly look great that the company is still racking up heavy losses each year, and looks like it is going to continue doing so for the foreseeable future.
Between December 24 and January 2 we are serving up 24 share tips of the year from our team of writers at ShareProphets. The share tips are for paying subscribers only. Next up is a buy tip, the second of two from the deputy Sheriff of AIM, Nigel Somerville.
AIM-listed Tern plc (TERN) has issued a portfolio update RNS this morning, but that is not the story. It waxes lyrical about how well Device Authority is doing – but what about the $10m fundraising? Step forward the Statement Re Issue of Convertible Unsecured Loan Notes and Loan To Device Authority for that is where the real beef is. It’s not pretty.