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Keyword results: XSG

XSG
XSG
PREMIUM CONTENT

Xeros Technology Group – agreement with “potential to deliver substantial revenues”… so also the potential not to & how’s that balance sheet?

Group which reckons its “technologies revolutionise the way we make and clean our clothes, conserving water and preventing waste”, Xeros Technology (XSG) states that it is “very pleased to have signed a further contract with like-minded partners that enables us to continue bringing our technologies into the global market”. What of this and a share price currently up by more than 33% in response to 4.15p?
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XSG
XSG
PREMIUM CONTENT

Xeros Technology Group – 2022 results, again demonstrating why it’s another of Neil Woodford’s disastrous ‘revolutionising’ picks

Another of Neil Woodford’s disastrous ‘revolutionising’ picks – this one apparently for “the way we make and clean our clothes”, Xeros Technology Group (XSG) has announced calendar year 2022 results with CEO Neil Austin stating to be “pleased to report the solid progress made by Xeros during 2022 across all key areas of the business”, though Chairman Klaas de Boer stating “overcoming adversity, with the optimism of what tomorrow may bring, must be our theme for 2023” and the shares currently down by approaching 15% to 3.75p.
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XSG
XSG

Xeros Technology – further XFilter licensing agreement, attempted ramptastic?

Stating that its “technologies revolutionise the way we make and clean our clothes, conserving water and preventing waste”, Xeros (XSG) “is pleased to announce the signing of a further licensing agreement for its XFilter filtration technology with a global component manufacturer”. What of the shares currently up 6.5% in response towards 5p?
XSG
XSG
PREMIUM CONTENT

Xeros Technology – Director of Finance appointment; following recent lack of progress detail and EBITDA miss, good luck chap!

Xeros Technology (XSG) states that it is “delighted” to promote Alex Tristram to Director of Finance and Company Secretary, with he having “made a significant contribution to Xeros over his time with the company and his leadership and financial acumen make this a very natural appointment”. Er, what about the previous finance director though?
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XSG
XSG

Xeros Technology – argues “positive progress” in India, so why the lack of detail and EBITDA miss then?

Xeros Technology Group (XSG) notes in a “trading update”, “positive progress by its licence partner in India, IFB with the launch of an 11kg domestic washing machine into the Indian market” and that it “continues to support IFB in the final stages of testing of a 9kg domestic machine prior to market launch, with a senior Xeros team visiting IFB in Goa in February”. So what of a current share price response down by more than 6% to 4.6p?
XSG
XSG

Xeros Technology – “an exciting milestone”…or not?

Arguing that its “technologies revolutionise the way we make and clean our clothes”, Xeros Technology Group (XSG) has issued an update including that IFB Industries has “confirmed that it will begin placing its new premium 11kg domestic washing machines, designed for large households and incorporating Xeros' Care technology, in its Indian retail stores by the end of this calendar year”. An “exciting milestone”?
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Chill Brands manages minus revenues in H2

Normally I am envious of Robert, today I am not. On that note and now with the blessing of Aunt L, I tear, once again, into Colin Bird and Tiger Resources (TIR) after interims from Bezant Resources (BZT), then onto a shocker from Chill Brands (CHLL) and finally a laugh at former Neil Woodford dog Xeros (XSG) which is still spunking half a Bernie a month seeking to revolutionise the world of washing machines. Versarien (VRS) also gets a mention as I increase my forecasts of cashburn.

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XSG
XSG

Xeros Technology – new CEO reckons he is to build on “the solid foundations laid”. He in for a surprise then?

Describing itself as “creator of technologies that reduce the impact of clothing on the planet”, Xeros Technology Group (XSG) “is pleased to advise that further to the announcement on 18 March 2022, the board has concluded its search process and Neil Austin will be appointed as Chief Executive Officer, effective 1 August”. So what from here with the shares at 36.5p?

XSG
XSG

Xeros Technology – 2021 results, “a strong foundation for future growth”? Er...

Writing on Xeros Technology Group (XSG) last week as the shares rose above 70p I concluded ‘with this share price spike towards a £17 million market cap, I’d… be particularly wary – also with financial results scheduled for next Wednesday. Certainly ahead of that, I continue to avoid’. Hopefully that was heeded as the shares last closed at 41.5p and are currently below 40p on the back of the 2021 results announcement. So what’s the news?...

XSG
XSG
PREMIUM CONTENT

Xeros Technology – licence & testing developments spark shares… bailout funding next?

Xeros Technology Group (XSG) states that it is pleased to announce the signature of a licencing agreement for its XFilter filtration technology with Hanning Elektro-Werke and results from testing of the domestic washing machine filtration technology. But do they merit a current more than 100% share price rise to above 70p?!

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XSG
XSG

Xeros Technology – “delighted with the progress made by IFB”. Really?...

Xeros Technology Group (XSG) has announced a “launch update” including emphasising that it is “delighted with the progress made by IFB ahead of the launch later this year of the world's first domestic machine incorporating Xeros' technology”. So what of a current little changed circa 32.5p share price?...

XSG
XSG

Xeros Technology – further commercialisation delay, and what about funding?...

Previously writing on group which describes itself as a “licensor of proprietary solutions improving the sustainability and economics of the world’s clothing and fabrics” Xeros Technology (XSG), in January with the shares lower towards 100p I concluded its “pleased to report… progress” instead still looked to demonstrate a former Woodford dog and jam tomorrow. The shares last closed at 88.5p… and are currently significantly further lower on the back of a trading update announcement…

XSG
XSG

Xeros Technology – states “pleased to report on the progress”… but it’s “delays in commercialisation”!

Previously writing on “licensor of proprietary solutions improving the sustainability and economics of garments and fabrics” Xeros Technology (XSG), in September with the shares down to 185.5p I concluded the current record here doesn’t encourage. Still for me, a former Woodford dog and jam tomorrow avoid / sell. Today the group “is pleased to report on the progress which has been made by the group’s partners and licensees”, so why are the shares further lower towards 100p?…

XSG
XSG

Xeros Technology – interims, “significant milestones with a number of market launches taking place”? Er...

Previously writing on Xeros Technology Group (XSG), in July with the shares higher to 232.5p I concluded at that juncture still a jam tomorrow avoid / sell. The shares last closed at 200p and the group has today announced results for the first half of 2021, emphasising “significant milestones with a number of market launches taking place”. So why are the shares currently at 185.5p?…

XSG
XSG

Xeros Technology – how ‘delightful’ is the ‘partnership’ news?...

Xeros Technology Group (XSG) is “delighted to be partnering with two domestic washing machine manufacturers” and the shares have responded slightly higher to 232.5p. So what’s the partnerships detail and valuation?…

XSG
XSG

Xeros Technology – commercial laundry launch, still jam tomorrow?

Xeros Technology (XSG) has announced the first deployment of its ‘XOrb’ and ‘XDrum’ technology platform in the commercial laundry market – this with the largest commercial washing machine manufacturer in China, Jiangsu SeaLion Machinery Co., Ltd. Exciting stuff?, Er…

XSG
XSG
PREMIUM CONTENT

Xeros Technology – fundraising (again!), how ‘pleasing’ really is it from this Woodford dog?...

Xeros Technology Group (XSG“is pleased to announce… the company has conditionally raised gross proceeds of approximately £8.0 million, through the successful placing of 3,333,333 placing shares” and that it “intends to provide… up to 416,586 open offer shares”. Just how ‘pleasing’ really is this though?…

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XSG
XSG

Xeros Technology – Woodford dog argues “an important step” order. Is it?...

A couple of announcements today from one of the many AIM dogs of Neil Woodford, Xeros Technology Group (XSG) – and the shares currently continuing something of a recent recovery…

XSG
XSG
PREMIUM CONTENT

Xeros gets funding away, the Covid bandwagon…...Should Bulls celebrate or Bears prepare the table?

I take my hat off to Woodford dog, revolutionary washing machine maker (geddit?) Xeros (XSG). It closed Friday with a market capitalisation of about £6 million, according to ADVFN, and has just raised another £6 million without totally crashing the share price. In the current environment, that is quite an achievement – especially since the company has been a cash-burning dog all through its life. What might we learn?

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XSG
XSG

Want exposure to a Neil Woodford AIM dog? Today’s Primary Bid Offer closes at 3.30 PM but Cheryl Cole shows the way

With other folks cash, Neil Woodford was a big fan. The company has missed all its targets to date. Even now, having belatedly slashed costs, Xeros (XSG), the company founded to disrupt the world of washing machines, does not expect break even until Q2 2022. What could possibly go wrong? I reckon there is more chance of me shagging Cheryl Cole by Q2 2022 than of this company reaching breakeven by 2022 but we shall see. Anyhow if you are tempted, not by Cheryl – that is a given - but by Xeros here is your chance.

XSG
XSG
PREMIUM CONTENT

Xeros Technology – this Neil Woodford dog completes fundraising… for less than it wanted & with pitiful director participation…

Xeros Technology (XSG) has updated commencing; “Following completion today of the placing and open offer announced on 31 October 2019 in which certain members of the board participated at a price of 1p per ordinary share, the company provides the following update regarding the holdings of the directors:” – and the shares have currently responded higher, back above 1p…

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XSG
XSG
PREMIUM CONTENT

Xeros Technology – open offer a near bust; another Neil Woodford pick heading for ‘washout’?

Having listed on AIM in March 2014 at 123p per share, Xeros Technology (XSG) recently announced it “proposes to raise approximately £5.0 million before fees and expenses by a placing... an open offer to raise up to £2 million before expenses… at an issue price of 1 pence per share”! As Nigel Somerville noted, it another rescue bailout fundraising for what had been styled as a ‘revolutionary’ (this time in the world of washing machines) – and thus, natch, Neil Woodford was a major investor. Now “Results of Open Offer”

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: ref the photo below, questions, questions & more questions for Versarien

In today's podcast I look at the news for Neil Woodford dog Xeros (XSG) and what it says about the company, its new Nomad and Broker FinnCap (FCAP) and about the hapless auditors at Grant Thornton Leeds. Then with reference to the photo below it is questions, questions, questions for shameless share ramper Neill Ricketts and Versarien (VRS)

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XSG
XSG
PREMIUM CONTENT

Xeros - revolutionary washing machine rinses Woodford away: placing at just 1p but shares down to 0.93p. Grim Reaper time.

Neil Woodford Uber-dog Xeros Technology (XSG), the great man’s revolutionary washing machine outfit, announced a rescue bailout placing at just 1p at almost lights-out yesterday – 3.46pm, just two minutes after announcing the appointment of FinnCrap as its Nomad and Sole Broker. Times must be really tough for FinnCrap, I guess any retainer will do when you have bills to pay. But forget's Finncap's abandonment of claims that it only acts for quality companies, the real story here is that the losses for Neil Woodford’s former investors at WEIF and WPCT are staggering – and now look set to hit 100% as the stock is trading below the placing price.

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Collapsing-Reactor
PREMIUM CONTENT

Neil Woodford Redemptions Watch: more underperformance as the bad news continues

Yesterday the FTSE All-Share (Neil Woodford’s benchmark for his Income Focus and Equity Income funds) put on 0.5% and Income Focus almost matched it with a 0.44% gain in NAV per unit. But Equity Income only put on 0.26% as underperformance continued...

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Three dogs, which should be shot first?

In today's podcast I look at Xeros (XSG) as I consider the disruption of my own washing machine at the Welsh Hovel, Sound Energy (SOU) and EVR Holdings (EVRH). 

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XSG
XSG
PREMIUM CONTENT

Neil Woodford dog Xeros Interims – a "disruptive" wash-out

Neil Woodford dog, AIM-listed revolutionary washing machine purveyor Xeros Technology (XSG) has released its interim results this morning and the news is grim: revenues of £1.6 million led to a pre-tax loss of £9 million. Ouch.

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Collapsing-Reactor
PREMIUM CONTENT

Neil Woodford Redemptions Watch: all eyes on Kier as a grim day beckons

Yesterday the FTSE All-Share (Neil Woodford’s benchmark for his Equity Income and Income Focus funds) was again almost flat – a performance matched by the unit NAV of Income Focus. But the Equity Income Fund unit NAV dropped 0.41% to bring the total fund size down to £3.11 billion. Oops….

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Collapsing-Reactor
PREMIUM CONTENT

Neil Woodford Redemptions Watch: normal service resumed

Yesterday the FTSE All-Share, Neil Woodford’s benchmark for his Equity Income and Income Focus funds, was more or less flat but, according to Morningstar, the NAV per unit of those funds fell by 0.51% and 0.43% respectively. Normal service resumed, then...

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Collapsing-Reactor

Redemptions Watch: a good week for Neil Woodford (if you ignore all the bad news)

On the surface, Neil Woodford has had quite a good week. Well, apart from the after-hours shock of another write-down in an un-named asset held by WPCT (and presumably his Equity Income Fund, WEIF). Not to mention grim results from Oxford Nanopore snuck out yesterday and the continued suspension of Eddie Stobart (ESL). And not forgetting the additional £12.5 million he has had to find from WEIF for the totally illiquid, unprofitable, non-dividend-paying Rutherford Health (RUTH, formerly Proton Partners) when he is supposed to be repositioning WEIF towards FTSE100 stocks. And we are yet to hear from Verseon (VERS) and Xeros (XSG) in relation to how funding rounds are going. No, apart from all that, he’s had a good week – relatively speaking.

Collapsing-Reactor

Redemptions Watch: Neil Woodford on a roll but bad news is rolling too

Yesterday Neil Woodford’s benchmark for his Equity Income and Income Focus Funds, the FTSE All-Share, put on 1% and Equity Income followed suit with a 1.11% gain in NAV per unit. But Income Focus ran up a storming 2.94% gain. It will be interesting to see how. Meanwhile joke NEX-listed Rutherford Health (RUTH) – the former Proton Partners – presented Neil with a £12.5 million bill for newly minted equity and this morning Oslobors-listed Thin Film has announced a new debt facility to keep the lights on – and yet another round of redundancies. As for other pending disasters, there is still no news from Eddie Stobart (ESL) in relation to its promise to release interims in early September, nothing from revolutionary washing machine outfit Xeros (XSG) in relation to its attempted £5-10 million fundraise and from Verseon (VERS) there is just deafening silence.

Collapsing-Reactor

Redemptions Watch: Woodford gains but investors still want their cash back

Yesterday Neil Woodford’s benchmark for his Equity Income and Income Focus Funds, the FTSE All-Share, put on 0.4% - as did the FTSE 100. But his two unit trusts again put on more. Has the tide turned? With a long queue of disasters in the making, I rather doubt it...

Collapsing-Reactor
PREMIUM CONTENT

Redemptions Watch: better news for Neil but the queue of disasters is lining up

Yesterday the FTSE All-Share, Neil Woodford’s benchmark for his Equity Income (WEIF) and Income Focus (WIFF) funds, dropped a further 0.4%. Meanwhile WEIF put on 0.24% per unit and WIFF gained 0.17% per unit. Good news – and Eddie Stobart (ESL) announced a takeover approach. A good day then. Well, up to a point.

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XSG
XSG
PREMIUM CONTENT

Neil Woodford Dog Xeros – washing machine malfunction as the spin cycle starts ahead of the rinse

Neil Woodford’s favourite revolutionary (geddit?) washing machine outfit, AIM-listed Xeros announced some apparently good news this morning. I say apparently – it is a licensing deal for its washing machine technology but came with absolutely no financials whatsoever. What is the point of that? I thought RNSs were supposed to inform. But in this case I suggest it is not so much to inform as to ramp the shares up as the company tries to get a bailout funding away. I suspect the more important announcement was the one that came later in the morning, at 11.06 am, announcing that interims to June will be released on 19 September – a week next Thursday. I’ll mark that one in the diary…….

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: I am glad Mugabe is dead & burning in hell with Martin McGuinness

I start with the incredibly exciting matter I flagged yesterday. It did happen and I shall be able to say more in 4-6 weeks. Then onto the death of Robert Mugabe. I am sure the BBC will focus on early heroics. It should not. That is like saying "but... Hitler created some good art early on." I celebrate Mugabe's death wishing it had happened years ago. I look at how the regulators fail to tackle white collar crime reference Sefton (SER) and at why Altitude (ALT) MUST be investigated. I also cover Alien Metals (UFO) and Neil Woodford dog Xeros (XSG).

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: The stench of Neil Woodford makes IP Group uninvestable whatever Jefferies says

In today's podcast I look at Mobile Streams (MOS), Xeros Group (XSG), what causes Neil Woodford to call it a day and how the stench of his activites makes IP Group (IPO) uninvestable at any price whatever broker Jefferies says in a note today.

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Collapsing-Reactor

Redemptions Watch: market down, Woodford funds down more but redemptions up

Yesterday saw the FTSE All-Share index, Neil Woodford’s benchmark for both his Equity Income Fund (WEIF) and his Income Focus Fund (WIFF) drop about 0.2% as Parliament continued its Brexit nonsense. But WEIF dropped 0.67% and WIFF lost 0.37% in NAV per share as Neil’s underperformance continued.

Collapsing-Reactor

Redemptions Watch: bad news for Neil Woodford as redemptions spike higher at Income Focus

The news blackout at Woodford cash-guzzling dog Verseon (VERS) continues, but at least the shares did not slip any further yesterday. That is more than can be said for fellow kennel cohabiter Xeros (XSG) as the fine disruptor of washing machines tries to get £10 million of new money to avoid the free taxi ride to the corporate undertakers.

Collapsing-Reactor
PREMIUM CONTENT

Redemptions Watch: Woodford funds buck the market (for once) but there's plenty of bad news brewing

Another bad day in the markets saw Neil Woodford’s funds having more of a mixed day. His Equity Income Fund lost 0.25% and closed below £3.2 billion but Income Focus managed to buck the trend and put on a tiny 0.03% in NAV per unit and even Woodford Patient Capital (WPCT) showed a modest gain when its NAV per share statement was released yesterday...

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XSG
XSG
PREMIUM CONTENT

Xeros sells washing machines business - but when's the placing, Neil?

AIM-listed Xeros (XSG), Neil Woodford’s cash-hungry revolutionary and disruptive washing machine play, has sold the majority of its portfolio of its Hydrofinity US commercial laundry customer portfolio of leased machines to Eastern Laundry Systems and Wash IQ for $109,000 is cash up-front and on-going license fees. The contracts had offered up an adjusted loss (gross loss before exceptional cost of sales items) of $376,000 in 2018 so this is hardly a win – more a case of off-loading a loser.

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Mind the gap near the end the hot rumour is afterwards!

A recording glitch. The hot rumour is at 20 minutes, ignore the gap beforehand. Elsewhere, I look at Neil Woodford, Woodford Patient Capital Trust (WPCT), Eve Group (EVE), Xeros (XSG), RM2 (RM2), Hargreaves Lansdown (HL.), BlueJay (JAY), Thomas Cook (TCG) Agronomics (ANIC) and the sodomising of Mail on Sunday reader;s portfolios by prize shit Ben Harrington and at Avereso (ASO).

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: a Missing cat and an attempt to shut down this website

It has not been a good day. Firstly the Mrs left a door not fully closed and two cats have become one, Quincey has gone AWOL. Then I had to watch a crazy cat woman Carole Cadwalladr video for the sake of Woodlarks. Finally we have suffered a DOS attack. Someone does not like our exposes of fraud and malpractice. We will not be silenced. As you consider my Cadwalladr suffering please donate to Rogue Bloggers for Woodlarks HERE. In the podcast I cover Neil Woodford, Xeros (XSG), Eight Peaks (8PG), Alien Metals (UFO), African Battery Metals (ABM), Countrywide (CWD), Purplebricks (PURP) and the quoted housebuilders.

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XSG
XSG
PREMIUM CONTENT

Xeros Technology – 2018 results… to be calling Neil Woodford with a ‘bring the cheque book’ AGAIN!

Self-styled developer of “disruptive water saving technologies”, Xeros (XSG) has announced 2018 results headlined “good progress towards licensing model”. Natch, with “disruptive” being bandied about here, Woodford’s also about (39.71% shareholding). “Good progress” then?...

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IPO
IPO
PREMIUM CONTENT

IP Group – is there a read-across to Neil Woodford?

Fully-listed IP Group (IPO) is an investment company which throws money at early-stage companies. At the last count (28 Feb 2019) Woodford’s Equity Income Fund (EIF) was 3% invested. The remit sounds fairly close to that of WPCT – and many companies are indeed the same, as pointed out in previous ShareProphets articles.

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: How Green is my valley and how cool is my hovel

I am back at the Greek Hovel and the noise outside is quite unbelievably torrential rain. I discuss the weather and how stunning the Hovel now looks. Photos are starting to go up HERE on TomWinnifrith.com. I look at Optibiotix (OPTI) and today's stunning news. Cynical Bear needs to get ready to send me another bottle of ouzo. I look at Xeros (XSG), Thomas Cook (TCG) and Telit (TCM) where the clock is ticking ever louder. I have a few more words on the IPO of FinnCrap.

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XSG
XSG
PREMIUM CONTENT

Xeros Technology – Cynical Bear was right about this Neil Woodford Dog!

Another day, another Woodford disaster story hits the headlines – this time in the form of AIM-listed Xeros Technology (XSG), which Cynical Bear had postulated would be this year’s RM2 disaster. Well, it’s run out of money again and guess who’s footing the bill (with other people’s money)?

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: if you want me to slate my (few) friends you can go feck yourselves

In today's bearcast I discuss my coverage of companies where the CEO is a friend. I ask what exactly Purplebricks (PURP) is hiding in Oz and explain why its shares are sliding amid new allegations, I look at Telit (TCM), Tungsten (TUNG), Xeros Group (XSG) and Westminster Group (WSG)

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RM2
RM2
PREMIUM CONTENT

RM2 International: Interims as bad as expected, I reckon Woodford is tempted…

Following the poor trading update last week from RM2 International (RM2) that I covered HERE, its interims were issued this morning and are largely as expected but still worth a quick look and it’s time to place your bets as to whether Mr Woodford is going to throw another $17 million in to the pot.

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XSG
XSG

Xeros Technology Group: More cash please, Mr Woodford

Nice of Tom to set me up for this one today with his preview yesterday (HERE) and, to no-one’s surprise whatsoever, Xeros Technology Group (XSG) published its interims this morning showing continued significant cash-burn and a need for another chunk of dosh from Mr Neil Woodford and his pals.

XSG
XSG
PREMIUM CONTENT

Xeros Results tomorrow – share price tells you that this Woodford dog is almost out of cash ( again)

No doubt Cynical Bear who has called Xeros Technology (XSG) superbly, as a sell, will be a smug fellow tomorrow as this Neil Woodford Dog announces its interim results. The share price action is telling you that folks already know the worst – shareholders have to bail it out again or it will be going down well before the Christmas decorations go up.

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WPCT: This is going to be a difficult month for Neil Woodford – let’s play I-Spy

I smiled at yesterday’s announcement from Woodford Patient Capital Trust (WPCT) summarising the “summer of milestones” achieved across the portfolio as I imagine that is just buttering up the audience before the bevy of bad news hits. From my point of view, September is going to be a hellish month for Mr Woodford so welcome to ‘I-Spy Woodford’s September Hell’

Idex: Worst quarter in a decade – guess how much it’s worth?

Neil Woodford doesn’t have many quoted stocks in Woodford Patient Capital Trust (WPCT) but I thought I’d look at three classic picks this weekend, two of which I’ve touched on before, the third being a brand new entrant. I’ll start by catching up with the two Norwegian quoted companies in the portfolio – first up, Idex.

XSG
XSG

Woodford-backed Xeros Technology: Is this 2018’s version of RM2 International? A resounding “Yes” so far!

Just before Christmas, I asked the question whether Woodford-backed Xeros Technology Group (XSG) would be this year’s RM2 International (RM2) in dropping from a £200m+ valuation to something close to 10% of that. Today’s results confirm that it is well on track.

RM2
RM2

RM2 International: More good news – one more month’s stay of execution!

It’s amazing what can be done when one’s back is against the wall. For the third month running, the guys at RM2 International (RM2) have found some cash from behind the sofa and can put some money in the meter. Its RNS this morning is its most upbeat in a while although I'm not sure it will alter the long-term outcome.

Atom Bank: Huge funding round – a good result for Woodford for once

I do try to be balanced from time to time and despite all his troubles, there’s been a few green shoots for Neil Woodford in relation to Woodford Patient Capital Trust (WPCT) in recent weeks, most notably with a substantial round at Atom Bank…….although much more funding is still required.

ITX
ITX

Itaconix – a bit more to add on this classic Woodford dog case study

I appreciate that Steve covered the highlights HERE but it is worth providing a bit more information on yet another yapping Woodford pug as the tale is all too familiar and one that will no doubt be repeated again and again in the future.

EXCLUSIVE: Insight into the Woodford investment diligence process

After much digging and talking to those in the know I have managed to piece together how Neil Woodford and his team assess potential investments and have actually managed to access a transcript of a recent investment meeting that makes very “interesting” reading!

Mirriad Advertising: The valuation echo chamber at work again - Sell

An interesting compare and contrast for me today looking at the two technology businesses that joined AIM yesterday at a very similar share price. That is where the similarities end though as one is a classic example of an overvalued business bid up by participants in the valuation echo chamber and one looks like that rare mythological beast – a Cynical Bear Buy tip. Let’s start with Mirriad Advertising (MIRI), the massive Sell pick.

XSG
XSG

Neil Woodford backed Xeros Technology: Is this 2018’s version of RM2 International?

As a natural bear, I’m always interested in finding the next £200 million plus business that could lose 90% in a year a la RM2 International (RM2) this year (see question 4 of my Alternative Woodford Christmas quiz) and I didn’t have to look far for the next possibility; just a bit further down the alphabetical list of Woodford’s holdings in fact, namely Xeros Technology Group (XSG).

NLG
NLG

Zak Mir's Great Request Show: Arria NLG, 1Spatial, Xeros Technology

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at Arria NLG (NLG), 1Spatial (SPA), Xeros Technology (XSG).

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