Keyword results: profit

JSE
JSE
PREMIUM CONTENT

Overdone drop on temporary production issues at its Montara field - buy Jadestone Energy (I have)

Any disruption to production is obviously a big issue for oil producers, and even more so when a company only has a small number of operations and it causes a significant impact on output.

Subscribe to ShareProphets to access Premium Content
YU
YU
PREMIUM CONTENT

Yu Group – AGM Trading Update: Time For A Mea Culpa, Yet?

I have been bearish on AIM-listed Yu Group (YU.) almost since the dawn of time. Well, since the company ‘fessed up that it had effectively been making up its numbers and that there was a black hole in the accounts. So is it time to reconsider, in the light of yesterday’s apparently bullish AGM trading update? Not so fast…..

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Serinus Energy results were disappointing but I wouldn't be in a rush to panic sell at the current price

I recently covered Serinus Energy (SENX) as a speculative buy based on the likelihood that the results for the first quarter would be good and the company would have benefitted from high commodity prices and fairly low Capex.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Ferrexpo looks like a good recovery buy with large upside as long as its operations in Ukraine continue uninterrupted

It isn’t really surprising that any companies operating in the region where the current conflict between Russia and Ukraine is going on have taken a big hit to their share price since it all kicked off, but that can also present opportunities as long as you are prepared to take on the risks associated with that.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Buy Serinus Energy ahead of the quarterly results, which should show substantial cash build

Serinus Energy (SENX) shares have performed pretty badly, considering that oil and gas is currently in a bull market, but I believe that the next set of operational and financial results could be a turning point for investors.

Subscribe to ShareProphets to access Premium Content
AET
AET

The detail of the Afentra deal in Angola look good to me and I'm very happy to be holding

A couple of weeks back I wrote a piece here about how I was excited about the prospects of a small AIM oil company, Afentra (AET), where I hold a stake myself and which had just announced that it had potentially secured a stake in two blocks, subject to final due diligence. The company has now announced that it has entered into a sale and purchase agreement with the vendor, Sonangol, and has released a lot more information on the finer details of the proposed transaction – including the fact that it is expected to be funded from existing cash balances plus debt, and with no equity dilution to existing holders in order to complete the deal.

888
888
PREMIUM CONTENT

BUY 888 Holdings following completion of the funding of its acquisition of William Hill

The share price of 888 Holdings (888) has remained pretty weak during the completion of its acquisition of William Hill, and as a result of revenue in the final quarter of 2021 showing a substantial fall.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Another great set of results from Central Asia Metals and it remains a long term buy and hold

Central Asia Metals (CAML) is one of those companies which I think is consistently undervalued by the market, and although it carries some degree of geo-political risk, I believe that too large a discount is applied for that.

Subscribe to ShareProphets to access Premium Content
ENQ
ENQ
PREMIUM CONTENT

The market reacted negatively to the EnQuest full year results but I can see long term potential - buy

EnQuest (ENQ) has just released its results for 2021 and the market didn’t seem to like them, judging by the reaction of the share price, which I find surprising as I think they actually made pretty good reading.

Subscribe to ShareProphets to access Premium Content
YU
YU
PREMIUM CONTENT

Yu Group – Results Show Profit, Cashflow Says Otherwise

It is always a Red Flag for me when a company posts a profit but is burning cash, and that brings me to yesterday’s full year results for 2021 from  AIM-listed Yu Group (YU.).

Subscribe to ShareProphets to access Premium Content
KOS
KOS
PREMIUM CONTENT

As much as I like the future prospects of Kosmos, top slice whilst oil prices are so high?

Kosmos Energy (KOS) is one of those companies that has never seemed to be very popular on the London market but it has performed extremely well as oil and gas prices have risen.

Subscribe to ShareProphets to access Premium Content
YU
YU

Yu Group – Trading Update: When Is A Profit A Profit?

AIM-listed Yu Group (YU.) has updated the market with a full year trading update for 2021, claiming a very strong performance for FY21, significantly ahead of market expectations….FY21 revenues, profitability….have all extensively exceeded management forecasts. So the coffers are burgeoning with cash, then? Er…..

PREMIUM CONTENT

Even if Amigo is saved by the court, existing holders will only be left with 5% of the new company - avoid

When Covid arrived I penned a piece here about the possible impacts on sub-prime lenders, given that the industry was already having issues even prior to that, and have also commented extensively on this on Twitter over the past couple of years.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

CMC Markets should be starting to benefit from increased volatility and is too cheap - recovery buy

I always find it hard to buy shares where I see fundamental good value and where I am intending to hold them as an actual investment rather than just a short term trade based on momentum.

Subscribe to ShareProphets to access Premium Content
PYC
PYC
PREMIUM CONTENT

Physiomics has always failed to live up to expectations and I see no reason why that will suddenly change - bargepole!

The lower end of the AIM market seems to be littered with small companies that haven’t made any real progress over the years, in terms of shareholder returns, and I’m often left wondering what the point of them being listed is, given the additional costs that involves.

Subscribe to ShareProphets to access Premium Content
ODX
ODX
PREMIUM CONTENT

Omega Diagnostics hit with a £2.5 million bill after the government terminates its contract

The last time I wrote about Omega Diagnostics (ODX) was back in June when I got slated for suggesting that the company had missed the boat when it came to Covid testing, and that its Department of Health and Social Care contract wasn’t worth the headline figure you so often saw people banging on about!

Subscribe to ShareProphets to access Premium Content
SNX
SNX

Synectics – full-year trading update, return to profit potential?...

Previously writing on security and surveillance systems company Synectics (SNX), on its half-year results with the shares at 133.5p I reviewed the return to profit potential and concluded then just on the watchlist. Today a trading update and the shares up…but to 112.5p. What’s the latest?…

SOS
SOS
PREMIUM CONTENT

Sosandar – Interims and Bullshit Earnings

In the past AIM-listed online ladies clothing purveyor Sosandar (SOS) boasted of EBITDA (bullshit earnings) in part because they were pretty close to real, bottom-line earnings and cash outflow. Not so any more! So we are told of EBITDA positive trading recently and the company boasts of revenue growth of 184% to £12.2 million, Gross Profits of £6.9 million, Net Cash of £7.4 million and that the EBITDA loss was £0.99 million in the six months to 30 September, So things are going gangbusters, right? Not so fast……

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Nostra Terra has always talked a good game but the end result has always been investors losing money - sell

Nostra Terra Oil and Gas (NTOG) is one of those companies that has always seemed to be popular with private investors over the years, but it is hard to see why as all it has done during that time is rack up substantial losses for them.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Johnson Matthey plummets on news of its exit from battery materials - but this is a buying opportunity

This morning Johnson Matthey (JMAT) issued just the sort of news that investors will not have wanted to see, announcing its intent to exit the battery materials sector and as a result its share price has plummeted.

Subscribe to ShareProphets to access Premium Content
PFC
PFC
PREMIUM CONTENT

Petrofac looks to have resolved its issues just in time to take advantage of an oil and gas boom - speculative buy

Petrofac (PFC) shares have been good for trading over the past few years, assuming you managed to get your entries right, but the company has had too many potential issues to really have been considered an investment, unless you had a very high appetite for risk.

Subscribe to ShareProphets to access Premium Content
SLP
SLP

Sylvania Platinum – Q1 update, positive in a challenging environment: BUY

Platinum group metals recovery company in South Africa, Sylvania Platinum (SLP) has announced results for the first quarter of its year, including “net profit of $8.6 million… Cash balance of $132.7 million”. Good news?

SQZ
SQZ
PREMIUM CONTENT

The market has over-reacted to slight delays in bringing Columbus online - Serica remains a buy

Serica Energy (SQZ) has seen a sizeable drop in its share price over the past couple of days, and the news that landed this morning suggests that some got wind of this before the official RNS announcement. TW Note. Surely you are not suggesting insider dealing on the AIM sewer, the “world’s most succesful growth market” – surely not?

Subscribe to ShareProphets to access Premium Content
UOG
UOG
PREMIUM CONTENT

With oil and gas prices booming, United Oil shares are trading too cheaply despite its issues - buy

Sometimes I look at a company and think its shares are just too cheap at the current market cap and is pretty much being priced to fail, yet in some cases there certainly doesn’t appear to be anything fundamentally wrong that suggests that to be the situation.

Subscribe to ShareProphets to access Premium Content
CRL
CRL

Your Share Keeps Rising Like a Rocket on Lucozade. So What Do you Do Now?

Hello, Share Monkeys. In this weekend’s lesson I look at the possibilities when finding yourself with a share where the price is rising rapidly. Should we sell, hold or buy more? It could depend on the qualities or failings of the individual share. But more likely it’s the momentum, timing and your own personality which are the more important considerations.

PREMIUM CONTENT

I expect higher market volatility in the coming months and CMC Markets will benefit from that - buy the recent weakness

Recently the markets have been strong and generally have been heading in an upwards direction, which has been great news for many investors holding shares in larger FTSE companies.

Subscribe to ShareProphets to access Premium Content
JLP
JLP
PREMIUM CONTENT

Jubilee Metals is making good progress with production and is set to benefit from strong metal prices: BUY

Following a strong upwards move, platinum group metals have taken a bit of a dip recently but are still at levels that should generate plenty of free cash flow for producers, and the share price weakness that some of those have shown the past couple of weeks could present a buying opportunity.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

The travel industry has been hit hard but I believe it will bounce back - Saga offers good exposure to that

Whilst you might think that I’m mad to even be looking at the travel sector at the current time, I believe that often the fear of what might happen outweighs the actual reality, and often things don’t turn out as badly as people thought they might – the commodities sector during the first half of 2020 being a good example!

Subscribe to ShareProphets to access Premium Content
LAM
LAM
PREMIUM CONTENT

Even if you like the potential of Lamprell, I can see no good reason to buy until equity financing is confirmed - avoid

Energy services provider Lamprell (LAM) saw its share price take a big hit following the release of its annual results for 2020, which included a statement about the need to raise further capital via an equity issue – the exact amount and terms of which is yet to be announced.

Subscribe to ShareProphets to access Premium Content
ODX
ODX
PREMIUM CONTENT

Will Covid testing be around long enough for companies like Omega Diagnostics to justify their valuations? I doubt it!

I’ve recently found myself wondering how many of these ‘Covid stocks’ have missed the boat, as many of them still aren’t producing any significant amounts of revenue, yet often their markets caps are comparatively very high.

Subscribe to ShareProphets to access Premium Content
SQZ
SQZ
PREMIUM CONTENT

Buy Serica Energy

Oil has been on a bit of a charge recently and there aren’t any real signs of that strength coming to an end anytime soon, but quite a few of the producers haven’t responded as well as you would expect, in terms of share price movement.

Subscribe to ShareProphets to access Premium Content
YU
YU

Yu Group – Profits are a matter of opinion……

AIM-listed Yu Group (YU.) had its AGM this week. All the resolutions were passed, as one might expect, but the company talked of being profitable in the second half of last year and continued momentum from FY20 as 2021 got off to a good start. But profit – as we all know – is a matter of opinion; cash – where Yu’s dangers lie – is a matter of fact.

This Illuminating Company's Shares have Lit Up the Sky, but There could Still Be More Room to Shine

Hello, Share Farmers. This old punter is abashed to say that there isn’t much LED lighting at Stacey Towers. Stupidly, the price of a bulb puts me off – even though the saving on power easily outweighs the initial cost. Of course, the rest of the world is not so obtuse and there are signs that LED bulbs are selling like hot cakes. Which should help Luceco (LUCE), which makes them.

CEY
CEY
PREMIUM CONTENT

If you're bullish on gold, then you should consider adding Centamin to your portfolio whilst its shares are so cheap

Centamin (CEY) has always been one of my favourite gold producers, and although I may not be as bullish as fellow ShareProphets writer Nigel Somerville, I still expect the metal to do well over the next few years.

Subscribe to ShareProphets to access Premium Content
THS
THS
PREMIUM CONTENT

There's a good reason why the Tharisa share price has risen so much - if you want exposure to PGMs, then it's a buy

Private investors are often looking to buy into companies where the share price has fallen, rather than those which are near all time highs, but in some cases that is the opposite of what they should be doing!

Subscribe to ShareProphets to access Premium Content
KIE
KIE
PREMIUM CONTENT

Kier Group: When the Headlines (Swings into profit) don’t add up

I was a little confused as I scanned through the financial headlines: Alliance News apparently was telling readers yesterday (Wednesday) that Kier Group (KIESwings to interim profit as restructuring costs fall. But was that really true? No it is #fakenews as is so often the case from Alliance.

Subscribe to ShareProphets to access Premium Content
SLP
SLP
PREMIUM CONTENT

Sylvania has been the perfect example of how investing in small mining companies can pay off long term - if you pick the right one!

I often see people saying that you can’t actually invest inshares in  AIM miners and the only way to play them is by trading the swings they have along the way.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

If you're looking to invest in copper, Atalaya Mining should be on your list

Atalaya Mining (ATYM) has been a favourite of mine for a few years now, but seems to be one of those shares which you rarely see mentioned on social media and the bulletin boards. It was formerly EMED. Ring a bell?

Subscribe to ShareProphets to access Premium Content
SOS
SOS
PREMIUM CONTENT

Sosandar – Marks and Spencer deal: good news

AIM-listed online ladies wear purveyor Sosandar (SOS) has announced a deal with Marks and Spencer to bring a curated collection of its products to M&S’s online store. Whilst there are no numbers offered, this strikes me as good news.

Subscribe to ShareProphets to access Premium Content
ENQ
ENQ
PREMIUM CONTENT

EnQuest is up over 50% since I tipped it, but it offers a great leveraged play on the oil price so I would continue to hold

Quite often ShareProphets readers contact us asking for an opinion on a particular company, and I’m always happy to take a look – although there is no guarantee that the conclusions I come to will necessarily be what they wanted to hear about the company!

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Pharos has been one of the worst companies I've owned, but I can't ignore the oil price and have been buying more!

Pharos Energy (PHAR) has been one of the worst stocks that I’ve been invested in – not necessarily in terms of the share price performance, although that has also been awful, but more the way the company has been managed and the amount of money that I’ve seen them waste over the years.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Barclays is to pay me less than a 1% cash dividend. What an excitement!

We the start of UK banking sector results with the comments from Barclays (BARC) today. Yes, I have been an owner for a while and my musings here in October look inspired as we have seen a pleasant 40% share price rise over the last four months. Timing matters.

Subscribe to ShareProphets to access Premium Content
PDL
PDL
PREMIUM CONTENT

Petra Diamonds is about to complete balance sheet restructuring but I still wouldn't touch the equity

Petra Diamonds (PDL) is one of those mining companies which is drowning in debt and could very easily have gone bust, had it not recently announced a restructuring with its lenders.

Subscribe to ShareProphets to access Premium Content
TUI
TUI
PREMIUM CONTENT

Following the completion of refinancing, TUI has the potential to become a very successful business again

I can understand why people aren’t rushing to invest in the travel sector currently as the situation looks very bleak with Covid worsening and further travel restrictions and lockdowns being added on a daily basis around the world.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Vast Resources a serial disappointer except when it comes to share issuance - sell

Vast Resources (VAST) is typical of many AIM mining companies in that it has always promised a lot but failed to deliver, whilst continually raising more capital via regular equity issues.

Subscribe to ShareProphets to access Premium Content
SHG
SHG
PREMIUM CONTENT

Shanta Gold remains a buy following fundraising and with production increases to come in the future

Back in August I wrote about Shanta Gold (SHG) as being worth a look at around the 16p level, and with a chance of a good profit over the coming months.

Subscribe to ShareProphets to access Premium Content
AAZ
AAZ
PREMIUM CONTENT

Conflict in Azerbaijan seems unlikely to escalate and is presenting a good opportunity to buy shares in Anglo Asian Mining

Unexpected negative events, especially geo-political ones, can present great buying opportunities at times, as the market tends to severely over-react, even when there is no immediate specific impact on a company itself. 

Subscribe to ShareProphets to access Premium Content
JKX
JKX
PREMIUM CONTENT

Following a decent operational update, JKX shares are a buy

Currently you could easily argue that there is a longer term investment case for numerous oil and gas producers, based on the assumption that commodity prices will improve over the next few years, and could even spike in the same way that we’ve seen in the past after prolonged periods of low demand.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Nostra Terra always talk a good game but never seem to deliver - it's hard to see it being any different this time!

If there was an award for the worst performing oil and gas share listed on AIM over the past decade there wouldn’t be a lack of contenders, but Nostra Terra (NTOG) would definitely be in the running!

Subscribe to ShareProphets to access Premium Content

This Five Part Engineering Giant Looks Set for a Brighter Future, Virus or No Virus

Hello, Share People. A long time ago I dumped my shares in Smiths Group (SMIN), the British engineering giant. Year after year, the shares remained largely static and I lost patience. But now the company seems set to continue a strong recovery from the virus crash. I see no obvious reason why Smiths can’t regain previous share levels and possibly go beyond them…

PREMIUM CONTENT

Tern – Interim Results show no progress: still a sell

AIM-listed jam-tomorrow investment company Tern (TERN) has released its interim results this morning and they show no progress at all. Indeed, there are a few little  Red Flags to be spotted.

Subscribe to ShareProphets to access Premium Content
I3E
I3E
PREMIUM CONTENT

I3 Energy has a terrible track record, but following significant investment by IIs, is it worth another look?

The level of trust that you have in the management of a company can often play a big part in your willingness to invest.

Subscribe to ShareProphets to access Premium Content
SHG
SHG
PREMIUM CONTENT

Shanta Gold is working to increase reserves and production – speculative buy

Gold is all the rage at the moment and looks set to remain strong, even if we do see some pullbacks or it not advancing to the price levels that some are predicting. So, it is no surprise that there is so much focus at the moment on any company operating in the gold sector, either producing or even just early stage explorers. With such a big recent rise in the gold price, many miners have followed it upwards, so if you are only just getting into gold now, the trick is to try and find value, and if something does look cheap, to understand why it might be trading at a lower market cap than you would expect. One ShareProphets reader has recently asked me to take a look at Tanzanian gold producer Shanta Gold (SHG), as to him it seemed relatively cheap and he wondered if there was a good reason for it being so…

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Bidstack trading update highlights continuing high cash burn and limited revenue

The Bidstack (BIDS) saga is one which I have watched unfold but have made little comment on myself, other than thinking that the valuation that it reached was bonkers and writing as much in an article on ShareProphets last May.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

It's been a torrid time for pubs, but Marston's should recover strongly following its deal Carlsberg

There are some sectors where I am incredibly wary of buying in general at the moment, but amongst those there are companies that have the strength to survive the current situation with Covid-19 and will do very well long term, so there is an argument for buying them as an investment.

Subscribe to ShareProphets to access Premium Content

Criticism of Woodford fund sales: is it justified?

The sale of a bunch of biotech assets by Link from the Neil Woodford portfolio which used to be known at his Equity Income fund has received criticism as the buyer immediately offloaded some of it at a massive profit. Surely that means those assets were sold too cheaply……or does it?

JKX
JKX
PREMIUM CONTENT

JKX looks a bargain at the current price with no debt and decent reserves

There is a lot of focus on oil companies of all sizes at the moment, with many investors speculating on their future recovery now that commodity prices have improved, but I would probably be more focussed on those which largely produce gas.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Standard Chartered should eventually enjoy a strong recovery, with Asia leading the way

Banking shares aren’t exactly in favour at the moment, with concerns over the lasting impact that Covid-19 is going to have on the economy in general, and as if that wasn’t enough, any banks wirth major dealings in Hong Kong have suffered a double whammy due to the escalation of the situation with China.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Two copper producers which offer value and good potential upside

Over the past couple of months it has generally been a good idea to avoid resource stocks unless you’re either buying for the long term or are happy to try and trade high volatility, but one metal that is showing signs of strength is copper.

Subscribe to ShareProphets to access Premium Content
AAU
AAU
PREMIUM CONTENT

Ariana – “Significant” Resource Update but is that a cue to bank massive profits on this share tip?

This morning AIM-listed Turkish gold miner Ariana (AAU) served up a resource update which looks very positive and the shares – like anything to do with gold – are up on the news to 3.4p last seen.

Subscribe to ShareProphets to access Premium Content
TRN
TRN

Trainline's rapid growth will be derailed and the market cap looks ludicrous - short

Most of the shares I cover here are from a longer term investment perspective, or ones which I think will go a lot lower and are best avoided.

PREMIUM CONTENT

At a time when. dividends are being scrapped, Legal & General stands out from the crowd - buy

Lots of large companies are currently reducing or even completely scrapping their dividend payments, and whilst some of them will still be seen as attractive investments for capital growth, it leaves income funds in a bit of a quandary. 

Subscribe to ShareProphets to access Premium Content
PFD
PFD
PREMIUM CONTENT

Despite its high level of debt Premier Foods is a buy

Picking shares that are worth buying at the moment is a real minefield as the situation with Covid-19 is changing all the time. It would be very easy just to sit here and say ‘sell everything’ and you could probably stick a pin in a list of stocks at the moment to pick a sell recommendation, and the chances are that it would go down, at least in the near time!

Subscribe to ShareProphets to access Premium Content
KIE
KIE
PREMIUM CONTENT

Woodford’s last gamble, Kier, releases interims

I said many times that Kier Group (KIE) would be Neil Woodford’s last gamble and so it proved. Having been a heavy buyer all the way down from around £10 he threw every last penny he could muster as he always knew best. But he did not know best and this morning’s interims statement shows that even with new management on board there is a very long way to go before investors see anything like real profits and dividends again.

Subscribe to ShareProphets to access Premium Content
HGM
HGM
PREMIUM CONTENT

Gold looks set to remain strong and Highland Gold is my favourite producer

Gold stocks seem to be very much on the radar at the moment, with the price of the yellow metal looking very strong against a back-drop of worldwide concerns over coronavirus and investors looking for a safe haven.

Subscribe to ShareProphets to access Premium Content
BAR
BAR
PREMIUM CONTENT

Brand Architekts has a decent cash pile to grow the business via acquisitions - buy!

With commodities being hit hard by concerns over coronavirus, and further weakness likely as deliveries of metals and hydrocarbons are starting to be put on hold by China, I’ve been looking towards opportunities in other sectors.

Subscribe to ShareProphets to access Premium Content
HSW
HSW
PREMIUM CONTENT

Hostelworld has had a rough patch but pays a good dividend and could turn things around - buy

Although my main focus is in the oil and mining sectors, I do also follow quite a few shares which don’t fall into this category, with Hostelworld (HSW) being one of them.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Pembridge Resources looks incredibly high risk and with no margin for error - avoid

Pembridge Resources (PERE) today issued a production update for the latest quarter up to the end of 2019, and based on the figures contained within that, many are struggling to understand why the company isn’t valued more highly.

Subscribe to ShareProphets to access Premium Content
ARB
ARB
PREMIUM CONTENT

I don't pretend to understand the technical side of Argo Blockchain, but I can see plenty of upside potential - speculative buy

At first glance Argo Blockchain (ARB) seems to be very different to the type of companies that I normally cover within the natural resources sector, but the actual economics of the business isn’t all that dissimilar.

Subscribe to ShareProphets to access Premium Content
SML
SML
PREMIUM CONTENT

Strategic Minerals offers a speculative buying opportunity following the recent decline in share price

Investing in any small mining company usually carries a large risk and far more fail than ever actually succeed and make it into profitable production, but there are some that appear to have more chance of making a go of it than others...

Subscribe to ShareProphets to access Premium Content
AHT
AHT

Read This Before You Sell Any Shares Next Week.

Hello, Share Rousters. The hardest regrets we have in dealing is the shares we sold too early. I know many folks in Shareland who dumped their ASOS (ASC) shares too quickly along the spectacular path from 7p to £30. And though they still kick themselves, there really is no need. Because we all sell winning stocks too early - for the following reasons.

BMN
BMN
PREMIUM CONTENT

I expect to see higher vanadium prices in the future, so Bushveld Minerals currently offers a great buying opportunity

Almost a year ago I suggested that it would be a good time to consider banking at least some profit on Bushveld Minerals (BMN), but now that the share price has almost halved since then, I believe that the shares are now back in the buy zone.  Here, in detail, is why...

Subscribe to ShareProphets to access Premium Content

Some Suggested Money-Making Policies on Cash and Dividends in these Crazy Times.

Hello, Share Scrimpers. Opening a letter from one of my brokers I discovered that a company I’d long given up on was paying me a special dividend of 6p a share. As I only hold 13 shares apparently, I benefit by 78p. I wish there was a way of getting rid altogether, but to sell this piddling number of shares would probably cost me much more than I’d get back.

JSE
JSE
PREMIUM CONTENT

I'm finding it hard to find any reason not to invest in Jadestone Energy!

It is hard to see why the share price of Jadestone Energy (JSE) has dropped recently as there seems to be little reason for it to have done so, and on that basis it definitely deserves closer attention...

Subscribe to ShareProphets to access Premium Content
PPC
PPC
PREMIUM CONTENT

President Energy can weather the ongoing wider economic problems in Argentina – speculative buy

President Energy (PPC) has taken a hit recently based on the fact that the bulk of its current oil and gas production comes from Argentina – but longer term that could present a buying opportunity...

Subscribe to ShareProphets to access Premium Content

ADM Energy investors left ‘sheikhen’ by the exit of its it largest shareholder

There was much excitement back in April when an Arab sheikh took a stake in ADM Energy (ADME), so it must have come as a big shock to investors last week when news broke that he had sold all of his shares and had resigned as the company president.

ECO
ECO
PREMIUM CONTENT

I will definitely be banking at least some profit on Eco Atlantic after a great first drill

Taking risks on exploration drills is generally a mugs game and a good way to lose money quickly, but just very so often if you choose carefully, it can really pay off. That was definitely the case with Eco Atlantic Oil and Gas (ECO) this morning when it announced a “major oil discovery” at the Orinduik block in offshore Guyana, when the Jethro-1 drill found 55 meters of net high quality oil pay in the lower tertiary sandstones...

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Who is crazy enough to be buying MySale after such a big spike - sell

When the share price of a small company suddenly rises by more than 240% on no apparent news I am always left wondering who on earth is actually buying after such a huge rise. Often those who are end up getting severely stung, especially when the company itself issues a statement saying that it notes the share price rise and clarifies the current situation and that there is no current reason for it, and that is exactly what seems to be playing out with MySale Group (MYSL)...

Subscribe to ShareProphets to access Premium Content

If you're bullish on silver, the big drop in the Fresnillo share price offers a buying opportunity

Silver and gold mining giant Fresnillo (FRES) has always been a good leveraged play on commodity prices, and is a favourite amongst both investors and traders looking for exposure to precious metals.

PREMIUM CONTENT

Hard to see any light at the end of the tunnel for Nu-oil with a placing needed soon

Unfortunately for any holders, Nu Oil and Gas (NUOG) has played out pretty much as I expected it to over the past couple of years, and anyone holding through this period will have seen their investment decimated.

Subscribe to ShareProphets to access Premium Content
AAZ
AAZ
PREMIUM CONTENT

Anglo Asian Mining has had a great run but I'd be tempted to bank some profit for now

It is always said that you let your winners run, but it has got to the stage with Anglo Asian Mining (AAZ) where I would be very tempted to take some money off the table and cash in if you followed my buy tip back in March...

Subscribe to ShareProphets to access Premium Content
LEK
LEK
PREMIUM CONTENT

Lekoil – how was my crystal ball?

After pontificating on the position of Lekoil (LEK) prior to the results, it merits a review now that the results have been issued. So how did I do with my crystal ball, and where does it leave the company? 

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Prospex announces a maiden profit, but how much cash was actually generated? Red Flag Alert!

When is a net profit not really a profit? When it is being announced by Prospex Oil and Gas (PXOG) would appear to be one answer to that question!

Subscribe to ShareProphets to access Premium Content
LEK
LEK
PREMIUM CONTENT

Lekoil – What will the 2018 year accounts reveal? Yet more red flags?

I have followed Lekoil (LEK) for some years now, and as each year goes by, I’ve become more questioning of the investment case. Like so many Nigerian based oilers, the potential seems high but is the reality ever realised? 

Subscribe to ShareProphets to access Premium Content
ASO
ASO

I was wrong about Avesoro - it is now uninvestable after the latest update

A lot of the time there is very little that you can do to avoid bad news coming out of the blue, and even less so where the directors of the company have previously tried to make out that the situation is far more positive than the reality. That would definitely seem to be the case with African gold miner Avesoro Resources (ASO), and if anything proves that I should stick with my gut feeling when something doesn’t quite feel right about a company...

EQT
EQT
PREMIUM CONTENT

Eqtec is drowning in debt - will it ever issue an update with any real substance?

Regular readers of Share Prophets will know that I’m not exactly a fan of Eqtec (EQT) and have been far from convinced by all the very vague news releases coming from the company, and that opinion certainly hasn’t changed as it seems to provide even less these days by way of actual exact details.

Subscribe to ShareProphets to access Premium Content
HMI
HMI
PREMIUM CONTENT

Why I would avoid Harvest Minerals until it has a full mining licence in place

Fertiliser producer Harvest Minerals (HMI) seems to have been getting mentioned quite a bit recently and its shares are sitting at around a 12 month low, which probably means that it is going to get pushed hard in the near future, but is it a company that you should be considering taking a position in?

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Bidstack – I can't see value at this price

I don’t generally invest in earlier stage tech companies due to the risk of failure, but I have been following the Bidstack Group (BIDS) story with interest. I’m fully aware that early stage companies in this sector often trade at a large premium to their valuation on paper, as the value is all about future potential and growth and there are examples out there of outfits that started out as small companies before seeing their technology really take off and are now worth a fortune. But this is rare and far more fail and ultimately end up worthless.

Subscribe to ShareProphets to access Premium Content
WEY
WEY

I find it hard to see any value in Wey Education at the current price - sell

Wey Education (WEY) suddenly seems to have become very popular and the share price has pretty much doubled in recent weeks, but I’m struggling to see what the attraction is with this company and why people would invest at this level.

ASO
ASO
PREMIUM CONTENT

Avesoro Resources is a speculative buy at the current share price

Avesoro Resources (ASO) is a good example of what can happen to a share where there is a forced seller and generally low liquidity in the trading of the shares.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

I'm not surprised to see the EVR Holdings share price drop and would continue to avoid it

Last week I wrote a piece here about how I expected the market to react badly when EVR Holdings (EVRH) released its final results for 2018, so I wasn’t surprised to see a drop of around 25% in the share price when that news subsequently came.

Subscribe to ShareProphets to access Premium Content

I'm expecting a negative reaction to the EVR Holdings final results

EVR Holdings (EVRH) was once a favourite of PIs as its share price soared and it raised around £20 million of capital from institutional investors, but since it was trading at its peak interest seems to have waned and the share price has dropped back a long way.

BUR
BUR
PREMIUM CONTENT

Burford Capital – a screaming short?

I have been receiving a few comments and concerns from a number of sources regarding AIM-listed Burford Capital (BUR) – a player in the highly lucrative litigation funding space, and a major part of Neil Woodford’s investment empire. If those concerns prove to be correct then Burford Capital is massively overvalued, based on hocus-pocus accounting and is an accident waiting to happen...

Subscribe to ShareProphets to access Premium Content

Gem Diamonds looks too cheap down here - buy for the longer term

Diamond miners seem to be out of favour at the moment, but many experts are predicting better things to come for the market, with demand increasing and supply falling, especially when it comes to large or rare coloured stones.

PREMIUM CONTENT

Plus500 has recovery potential from the current lows

Sentiment towards Plus500 (PLUS) has been negative for some time now, and justifiably so in light of its most recent trading update.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Atalaya remains a buy after recent updates

If you want exposure to copper and are looking to invest in an earlier stage outfit that is already in production, then your choice of UK listed companies is actually fairly limited. The majority are either still at the exploration/development phase, or are large FTSE listed miners, and in many cases copper is just one of many metals that are being produced, with the odd exception...

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Central Asia Metals produces another good set of results and remains a buy

I’ve been a fan of Central Asia Metals (CAML) for some time now, and although the share price isn’t much higher currently, I still see it ultimately growing into a bigger company.

Subscribe to ShareProphets to access Premium Content
ASO
ASO
PREMIUM CONTENT

Further short term dips in Avesoro Resources will offer a good buying opportunity

I believe a good buying opportunity is currently presenting itself in the shares of Avesoro Resources (ASO) and although it may go lower in the short term, I can see decent risk versus reward here for at least a medium term trade.

Subscribe to ShareProphets to access Premium Content
SDX
SDX
PREMIUM CONTENT

SDX Energy should perform well in 2019 and beyond - buy

SDX Energy (SDX) seems to be one of those AIM natural resources companies that has largely been forgotten about by private investors, but it has an awful lot going on over the coming 12 months, and beyond, and if even some of what it has scheduled goes to plan, then I would expect the shares to trade a lot higher...

Subscribe to ShareProphets to access Premium Content
SML
SML
PREMIUM CONTENT

Strategic Minerals copper mine is due to come online soon - speculative buy

I’m always very wary of investing in small mining companies, as even when the management team and the assets look decent, it is still a bit of a lottery as to whether the company will actually make it to a stage where it is making a profit and returning money to shareholders via dividends.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Too many unknowns to make Anglo African Oil and Gas an investment currently

Anglo African Oil and Gas (AAOG) has been hugely popular with private investors over the past few months and has seen big fluctuations in its share price as various pieces of news landed during its recent drill – including a placing to raise more money which Tom Winnifrith exclusively revealed here before it took place.

Subscribe to ShareProphets to access Premium Content
EDL
EDL
PREMIUM CONTENT

Major blow to Edenville Energy's coal-to-power plans

All that Edenville Energy (EDL) seems to have managed to achieve over the years is to burn through cash at a rate of knots whilst failing to deliver anything for shareholders other than a steady and prolonged decrease in the share price. I can remember even back in 2010/11 when this company was being promoted as having huge potential, along with all the other rubbish that you tend to hear spouted about these small AIM resource outfits across the bulletin boards...

Subscribe to ShareProphets to access Premium Content
AAU
AAU

Ariana: cracking news, 2p mark hit - time to take a few profits (but leave some on the table - 2.5p next stop)

My buy tip for 2019 - AIM-listed Ariana Resources (AAU) – has made the 2p to sell target price: time to take some profits, then - and where’s the ouzo? This is on the back of cracking news of a £3.8 million return of capital to the parent. The implications are that Kiziltepe is throwing off plenty of cash – way more than had been previously disclosed.

PFC
PFC
PREMIUM CONTENT

Is the Petrofac share price collapse a good buying/trading opportunity

Sudden large drops in share price on larger companies tend to spook investors, but they can also offer great opportunities, either to invest at a cheap price or even just to trade any bounce back towards previous levels.

Subscribe to ShareProphets to access Premium Content
EQT
EQT
PREMIUM CONTENT

What is the real value of the Eqtec deal?

There was much glee amongst certain individuals on Tuesday morning when an RNS dropped from Eqtec (EQT) announcing a contract, and some were very quick to point out that my opinion on the company had been incorrect. That followed my articles here saying that I wouldn’t touch the company, and although the news caused the share price to spike, my opinion on the company is completely unchanged – in fact the news actually reinforced my view!...

Subscribe to ShareProphets to access Premium Content
HGM
HGM

Highland Gold will shine if gold shows continued strength

Gold has been showing signs of strength of late and moving forwards into 2019 I would definitely be looking to have some in your portfolio, with an equity position in a gold producer being the best option.

RBG
RBG
PREMIUM CONTENT

Revolution Bars Group has long term potential despite the current blip in performance

Revolution Bars Group (RBG) is a company that caught my eye a while back, but at the time it was for the wrong reasons as I’d noticed that the share price seemed to be on a steady downwards trajectory. In terms of this, nothing has really changed and it has been making new lows around the 100p area, losing around a third of its value in the past year – which included a brief spike to around 175p in January. This is one where there could be an argument for waiting for the trend to turn positive, if indeed it does from here, but with the market cap back around the £50 million level I can see value in buying here...

Subscribe to ShareProphets to access Premium Content
MOS
MOS

Beware of share price rises caused by RNS-Reach - Mobile Streams is a case in point

I often find myself questioning the purpose of RNS Reach announcements for companies listed on the AIM market, as they can cause severe volatility in the share price and this is usually far more than is justified by the news itself.

WEB
WEB
PREMIUM CONTENT

Webis gets pumped regularly - don't get sucked in on a spike

Webis Holdings (WEB) seems to be one of a number of AIM companies which you hear very little about for months, then all of a sudden a pump and dump sends the share price soaring briefly, before the share returns to obscurity again.

Subscribe to ShareProphets to access Premium Content
GKP
GKP
PREMIUM CONTENT

Take advantage of the oil price drop - buy Gulf Keystone

Oil prices have taken an absolute battering this week, but I suspect that what we have seen is somewhat of an over-reaction.

Subscribe to ShareProphets to access Premium Content
TEP
TEP
PREMIUM CONTENT

Telecom Plus Interims – one for dividend munchers or bargepole?

Fully-listed Telecom Plus (TEP) is a member of the FTSE250 and it announced its interims this morning. The shares are currently up 56p to 1258p, valuing the company at £982 million. With an expected full year dividend of 52p that puts the shares on a dividend yield of 4.13% which appears quite tasty when compared to a bank account. So are they for dividend munchers, or is there something lurking beneath the surface to make me run a mile? Covering the company in the past I was less than convinced, but with fresh eyes let’s take a look.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Glencore looks too cheap - I can see why a share buyback is ongoing

A lot of AIM investors seem to view main market larger companies as being boring as you aren’t ever likely to multiply your capital overnight, but conversely it is unlikely that you will ever lose the lot either. By ignoring the larger companies, especially in the mining and oil sectors, you are potentially missing out on some very good gains, and with relatively low risk to your capital as these businesses tend to be so well diversified that any single event is unlikely to cause a complete share price collapse.

Subscribe to ShareProphets to access Premium Content
BMN
BMN
PREMIUM CONTENT

Banking some profit on Bushveld Minerals is prudent - but I think it still has further to go

Bushveld Minerals (BMN) has turned out to be my best performing mining tip ever and shows that it is possible for a small AIM outfit to become a successful producer.

Subscribe to ShareProphets to access Premium Content
CEY
CEY
PREMIUM CONTENT

Keep buying any weakness in Centamin as the company is now back on track

Centamin (CEY) has had a bad run of form of late, but I believe that this is just a temporary blip in its fortunes and it presents a fantastic buying opportunity for the future.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Why Angling Direct is very different to Fishing Republic - but I'd still avoid it

During the last couple of years we have seen two retailers from the angling market float on the market, and their fortunes have taken very different directions.

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Lionsgold slung off AIM - what does it mean for shareholders?

I would imagine that most Lionsgold (LION) holders were somewhat less than impressed when news came at the end of last week that its shares were being cancelled.

Subscribe to ShareProphets to access Premium Content
TMO
TMO
PREMIUM CONTENT

Why I would short Time Out Group

Time Out Group (TMO) is a name that most people will be familiar with, as many of you will have used it when travelling around the world to make the most of wherever you are staying, and to discover local attractions and restaurants.

Subscribe to ShareProphets to access Premium Content
EDL
EDL
PREMIUM CONTENT

Edenville Energy looks a long way from becoming profitable - avoid

If AIM gave out awards for achieving little and issuing billions of shares, then Tanzanian coal miner Edenville Energy (EDL) would be high up the list to receive one!

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Atalya offers good exposure to copper plus has plenty of growth potential

Spanish copper miner Atalya Mining (ATYM) has seen its share price drop back recently, but then the situation has been similar on most producers in this sector and has come as a result of weakness in the commodity price rather than anything company specific.

Subscribe to ShareProphets to access Premium Content
Crash
PREMIUM CONTENT

I'm a fan of the Aston Martin brand but won't be tempted by the IPO

I’m a big fan of Aston Martin cars and it is one of the most famous brands from the UK, but I can’t see myself rushing to buy shares when the IPO takes place in early October. More details on exactly how the floatation will be structured should become available when the car maker publishes a prospectus around September 20, but it is expected that it will be seeking a valuation of around £5 billion.

Subscribe to ShareProphets to access Premium Content
WTB
WTB

Whitbread, Costa, Beaufort, a Very Nice Perk and Me

Hello, Share Markers. I admit it. The reason I bought into Whitebread (WTB) a year and half ago was to bag the shareholder perk of one night for the price of two at its Premier Inns. With it came money off at its various restaurants and a voucher for coffee at Costa.

Fresnillo offers a great way to have some silver exposure in your portfolio

Silver has performed very badly in recent months and has hit the lowest levels that we have seen since the start of 2016, but there are plenty of reasons why you should have some exposure to the metal in your portfolio. 

PREMIUM CONTENT

Keep buying Central Asia Metals for long term rewards

When you find a resources company that has plenty of growth potential and you like both the fundamentals and the management team behind it, then it often makes sense to build up a long term position in it over a period of time.

Subscribe to ShareProphets to access Premium Content

Biome Technologies: With 100% in the bag, it’s time to take a little off the table

I first tipped Biome Technologies (BIOM) last November at about 215p and tipped it again at 260p earlier this year (HERE). With it more than doubling up from my first tip, I’ve hit my initial target and although there could well be more to come, I suggest that some form of top-slicing before the results in a couple of weeks might make sense.

PREMIUM CONTENT

EVR Holdings - a long way from justifying its current valuation?

It isn’t unusual for tech stocks to trade at a very large premium to the actual fundamentals in the early days as value is largely based upon the growth potential, but at some point they have to start showing that they are going to be able to justify the valuation being placed upon them.

Subscribe to ShareProphets to access Premium Content
RRS
RRS

Why I would add more Randgold Resources whilst it is relatively cheap

When a sector is showing weakness it can be tempting to sell up and move into something else, but often if you are in for the longer term then this is actually the time to be adding to your investment.

JKX
JKX
PREMIUM CONTENT

Even allowing for the tax dispute risks, JKX looks good value - speculative buy

Often at the lower end of the oil and gas sector private investors get fixated with taking gambles on drills with large prospective resources and dream of untold riches if the company gets lucky with the drill bit, but the reality is that in the majority of cases this will result in a duster and substantial losses.

Subscribe to ShareProphets to access Premium Content
WMH
WMH

William Hill Has a High Hill to Climb to Overcome the Recent Curb on Gambling Machines.

Hello Share Pushers. First of all, an admission of bias. I avoid investing in gambling firms. This is because I like to think my money goes into making stuff or providing services which actually add to world values. And I think most gambling is often a waste of money with little concrete being produced. I realise this is kill-joy puritanism, but I can't help it.

 

PREMIUM CONTENT

Is now a good time to invest in Foxtons?

Some might see Foxtons Group (FOXT) as a good recovery play given how far the share price has fallen in recent times... but is it?...

Subscribe to ShareProphets to access Premium Content
RRL
RRL
PREMIUM CONTENT

It's hard to see Range Resources making any sort of meaningful profit any time soon

Over the years the one area of growth where Range Resources (RRL) has really excelled has been the number of shares in issue, with 8.5 billion of them now trading following the latest placing. The oil and gas company, which has interests in Trinidad and Indonesia, announced last week that it has completed yet another placing, and this time it raised £1 million at a share price of 0.11p.

Subscribe to ShareProphets to access Premium Content
MOS
MOS
PREMIUM CONTENT

Hard to see a road to recovery for Mobile Streams

The share price of Mobile Streams (MOS) has pretty much halved since I recently covered it as one to avoid at all costs, but despite that drop I still see no value in any investment here.

Subscribe to ShareProphets to access Premium Content
SOS
SOS

Long, wrong and deliriously happy - Sosandar still cheap!

I called AIM-listed Sosandar a buy at 13p, moved to hold at 20p and suggested taking a slice of money off the table at 25p (I got over 27p). I still hold a shade over 75% of my holding so I’m still long, but the shares have moved up further to close yesterday at 32.7p, having peaked at 34.7p. So perhaps I was wrong to be such a coward and cash in so quickly. But I am deliriously happy, with a good chunk of my original stake banked, a whopping profit on the rest and seemingly plenty more to come.

SOS
SOS
PREMIUM CONTENT

Sosandar – full-year numbers out already, momentum continues. Great stuff! But no flip flop today!

AIM-listed Sosandar (SOS), my tip from this year’s UK Investor Show, had already performed very well but this morning the full year results to March were released. It is always a good sign when companies publish results ahead of the deadline and Sosandar could have waited to the end of September. So it was with increased optimism that I read through the report, but will it be enough for me to raise my stance on the shares and flip flop again?

Subscribe to ShareProphets to access Premium Content
ZBO
ZBO
PREMIUM CONTENT

New scrap importation regulations in China could finish off Zibao Metals

Zibao Metals (ZBO) is a company which most of you will never have heard of before, but could well be on the pump and dump crews lists again very soon after the latest news.

Subscribe to ShareProphets to access Premium Content

Koovs burns cash at an alarming rate but fails to translate it into significant growth - sell

Indian online fashion retailer Koovs (KOOV) is a company that I have kept an eye on as some were tipping it to be the next Asos, but I have always been far more bearish on the chances of that actually happening!

PREMIUM CONTENT

Filthy Forty China New Energy FY17 numbers: Red Flags for breakfast?

ShareProphets AIM-China Filthy Forty play China New Energy (CNEL) put out its full year numbers for 2017 at 7am on deadline day, last Friday. It boasted significantly increased revenues and profits, so all’s well? Er…

Subscribe to ShareProphets to access Premium Content
SIA
SIA
PREMIUM CONTENT

The market will eventually wake up to the true value of SOCO International - buy

At times in the lower end of the natural resources sector it seems as though the worse the company is, the more money private investors are prepared to put into it.

Subscribe to ShareProphets to access Premium Content
IQE
IQE
PREMIUM CONTENT

IQE and the £630m customer? Crackers valuation metrics - sheer insanity

Two years ago today, IQE (IQE) was trading at 17p per share, valuing the company at c. £120 million. Today the shares are nearly 6x higher at 100p per share, valuing the business at £750 million; an astonishing £630 million increase in value. And yet IQE’s most recent filing (year to 31 Dec 2017), reveals a company where, were it not for one new major customer, the remaining business would have demonstrated declining revenue and profit.

Subscribe to ShareProphets to access Premium Content
ASO
ASO
PREMIUM CONTENT

Avesoro Resources - strong performance is set to continue: the shares are a buy

It often pays to be wary of companies that haven’t lived up to expectations in the past, but there are exceptions to that if the company fundamentally changes, especially if conditions in the market in which it operates also improves at the same time. 

Subscribe to ShareProphets to access Premium Content
AIR
AIR
PREMIUM CONTENT

Air Partner will recover from its accounting problems - buy

The market doesn’t respond well to any announcements of accounting problems, and the share price of any company releasing such news tends to get hammered. In some cases the resulting drop is justified, but there are also plenty of occasions where there appears to have been a massive over-reaction and that can present a buying opportunity, as long as the underlying fundamentals of the business haven’t changed and it is just a one-off error or omission that won’t negatively impact the company going forwards.

Subscribe to ShareProphets to access Premium Content

New ESMA regulations are likely to have a negative impact on Plus500

CFD trading platform Plus500 (PLUS) has had a very strong start to the year and its share price has risen by around 90% off of the back of a strong trading performance, but I would definitely question whether that is set to continue going forwards due to some regulatory changes which are about to come into effect.

Buy the dip on Central Asia Metals

Central Asia Metals (CAML) has been a favourite of mine for some time now and with this company I think it is very much a case of letting your winners run, as I can still see plenty of upside in the coming months and years.

Is it Time to Launch Back to the Final Frontier with this Plucky British Pioneer?

Hello Share Chewers, Though Uncle Tom is not a fan, I feel confident enough to bring Inmarsat (ISAT) to your attention again. It’s in a recovery orbit and, as I write, its shares are up another 10%. And after hours on Friday we discovered why..

Catenae Innovation looks like one to avoid when you take a closer look

It seems to be the season for big share price rises off of the back of very little in the way of substance across quite a few companies at the lower end of AIM at the moment!

Brave Bison is likely to get slaughtered

In recent times we have seen some crazy rises off of the back of RNS Reach announcements, and the latest in the list is digital media publisher Brave Bison Group (BBSN).

Ocado valuation continues to reach even crazier heights

Ocado (OCDO) has seen a significant rise in its share price in recent weeks and seems to have gained upwards momentum, but I would question how long that will last and still see it as very expensive at this point in time.

SQZ
SQZ

Time to think about banking a 1,100% profit on Serica Energy

Serica Energy (SQZ) has been one of my best performing share tips ever, but following recent developments now would seem to be a good time to bank some profit, if you haven’t already done so.

IDP
IDP

Hard to see value in InnovaDerma at the current share price

Whenever a company doubles in share price in a short space of time it tends to get my attention, and I look for reasons that justify such a sudden increase.

AST
AST

Ascent looks like it is about to begin another descent!

Ascent Resources (AST) has hardly exactly lived up to its name in recent times, as it has been on a steady downwards trajectory for some time now. There's now been an RNS advising of a strategic review and a formal sale process for the company being initiated. Given its situation, I certainly wasn’t expecting the market to take the news particularly well - but the share price rocketed and even as I write this, it is currently 1.1p to buy - up more than 22% on the prior close.

Over-reaction to sanctions against Russia offers a buying opportunity in Polymetal International

Sudden large drops in share price as a result of a knee-jerk reactions to political world events can present great buying opportunities at times, and I certainly believe that to be the case with the falls we have just seen in the value of many companies with operations in Russia.

HGM
HGM

For some cheap exposure to gold, take a look at Highland Gold Mining

Given what is going on in the markets and world in general at the moment, it would seem silly not to have gold featuring somewhere in your portfolio.

WTI
WTI

Hard to see how Weatherly will escape drowning in a sea of debt

One of ShareProphets regular readers, Wildrides, has asked me to take a look at Weatherly International (WTI), and as I do follow the mining sector quite closely, I am happy to give my thoughts on the company.

Despite the name change to Maistro, blur looks set to continue to perform badly!

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.

MRS
MRS

Management Resource Solutions continues to turnaround the business

Occasionally a company which looks dead and buried does actually manage to turn things around, and I’m starting to wonder if that will be the case with Management Resource Solutions (MRS).

Even at the current lows it is hard to see value in the People's Operator

The People’s Operator (TPOP) is one of those AIM companies where it is hard to see how it will survive in the longer term, and unless things somehow alter dramatically, the recent changes will only delay the inevitable.

It is easy to see why Ocado is heavily shorted

It isn’t hard to see why shopping delivery firm Ocado (OCDO) is one of the most shorted shares on the market, given its current valuation.

RRS
RRS

Randgold can overcome the problems in the Congo - buy

It isn’t often that I look at shares in a FTSE100 company and can easily see a very high chance of a 25% or more gain in share price over the coming months.

Why Disappointment over this Big USA Oiler's Numbers May Be a Buy Signal for Shell and BP

Hello, Share Slickers. The world’s biggest oil company Exxon Mobil has posted disappointing numbers. As a result, the shares dipped 5%. Analysts were expecting profits to jump on the big rally in oil prices.  But get this. The company actually announced 4th quarter net profits of £8.4 billion. Yes, $8.4 billion!

Tern - uh-oh, now a profit warning

Having warned back on 7th November that AIM-listed Tern (TERN) was heading into the perfect storm, I note that the shares are now just 2.75p as against 4.375p then. We are just 3/8 of the way through converting the company’s death spiral facility whose identity is not disclosed, its principal investee hasn’t raised a bean via US Capital Partners, Tern has had to pony up more cash to it (having given a clear signal of cashflow the other way). And now we learn that Device Authority has seen 2017 revenues impacted by delays in both customer implementation schedules and customer restructuring. It never rains when it pours….

WSG
WSG

Will things be different this time around at Westminster Group?

Westminster Group (WSG) is a company which I once had high hopes for, but in the past it has always been one which has promised the earth but has failed to deliver much of any real substance.

Is Lionsgold really worth £19 million currently?

The rise in shares of Lionsgold (LION) has got the attention of many, and it certainly looked as though news was leaked prior to an RNS later in the day. Having seen the share price dropping steadily of late, it suddenly surged more than 40% on much higher than normal volume. Initially it looked like just another pump, as this share has been very popular with private investors ever since its share price rose by around 500% in December and is very volatile, but then an RNS dropped informing the market that it was making a new investment, and it ended the day up nearly 90% at 4.55p on the ask.

CyanConnode seems incapable of converting orders into revenue and profit

Often when it comes to AIM companies investors get far too fixated on revenue and orderbooks, and forget that in reality it all comes down to the bottom line and the actual net profit that the company is either already making, or is likely to make.

F40 Univision – “pleased to announce” interims to Sept. Opinion (profit) vs reality (cashflow)

I am a bit puzzled by this announcement. ShareProphets AIM-China Filthy Forty play Univision (UVEL) is obviously “pleased” with the results, and with profits reported 133% higher on the same period last year and a major long-term contract win in the bag, who would not be pleased. Until, that is, you turn to the cashflow statement…

Polymetal looks a great buy at the current price

Some investors avoid companies which operate in Russia and the surrounding area, but I believe that they are missing out if they take this approach with Polymetal International (POLY). The FTSE-250 precious metals miner has operations in Russia, Kazakhstan and Armenia and ever since listing has been returning cash to investors via dividends, and from the current share price of around 849p, I can see plenty of scope for capital appreciation as well.

CEY
CEY

When gold bounces Centamin will shine

Gold has been very difficult to read lately, with a lot of the swings making very little sense in the context of the events that have been driving them.

BT
BT

BT Group could still prove to be a great recovery play

Even large, FTSE-100 shares can go through periods where seemingly every piece of news brings about a decline in the share price, and the company seems to be hit by one negative revelation after another. But as long as there isn’t anything wrong with the underlying business, then often these are just temporary blips and can offer the sort of recovery opportunities, and potential returns, that you don’t see often with outfits of this size.

Fresnillo offers fantastic upside from further gold and silver strength

Recent weakness in precious metal prices is creating some great opportunities in the equities which are affected by this, and has resulted in some mining shares dropping back to a share price level where they offer good risk versus reward.

PMG
PMG

Parkmead Group looks very cheap - buy

Often the valuation of resource companies on the AIM market seems to revolve more around how popular they are amongst private investors, than having much to do with the progress that they have made, and how well they are likely to do in the future.

Why I'm happy with the Central Asia Metals acquisition

If I’m being completely honest then I have to admit that I was somewhat annoyed when an RNS from Central Asia Metals (CAML) initially landed to say that trading in the shares had been temporarily suspended pending the acquisition of a large asset. That annoyance though was largely driven by a shorter term view, as shares in the company had been doing very well and the price was increasing steadily in the run up to the financial results, which were expected to be good and with yet another high yielding dividend to be paid. Alongside that copper was flying and had just topped the $3.10/lb level.

SQZ
SQZ

Serica Energy is on the verge of restarting production - worth a nibble?

When it comes to the AIM resources sector, any sort of delay or news which is perceived to be negative can have a negative effect on the share price which is far from justified. Of course there is a lot of junk on the market and when bad news comes and it inevitably crashes, it is of no real surprise, but there are other companies where a temporary hit to the share price can present a great buying opportunity.

Why I'm happy to be holding shares in suspended Central Asia Metals

Although you can’t currently trade shares in Central Asia Metals (CAML), given my bullishness on the company I felt that I should take a look at the current situation following news of a suspension in trading at the start of the week.

ENQ
ENQ

EnQuest could be even cheaper after its interims - following problems at Kraken

Delays to the Kraken field reaching full production levels could prove costly for EnQuest (ENQ), as it will leave a large gap in expected revenues up until that point.

IGE
IGE

Image Scan Holdings – a trading update sparks the shares again

Shares in X-ray screening systems company, Image Scan (IGE) are currently amongst the top gainers on the day – approaching 20% higher, to more than 8p, on the back of a “Trading Update” announcement…

Growth rates are failing to support the Gfinity market valuation

Unfortunately a lot of early stage media and technology companies can look to have huge potential but then fail to really live up to expectations, and I think that has definitely been the case with Gfinity (GFIN).

Genel Energy remains a long term hold for me

Genel Energy (GENL) has been one of a number of mid-tier oil and gas companies which really took a hit during the slump in oil prices over the past few years, and had seen its share price decimated as a result.

Central Asia Metals is probably the most under-valued commodity play on the market!

There are times when a large background seller can present a good buying opportunity, and an institutional investor offloading shares isn’t always a sign that the company is failing to perform.

Capital Drilling – half-year results include “broadened” uplift in activity, so why are the shares lower still?

Drilling services company Capital Drilling (CAPD) has announced results for the first half of 2017, including that an initial uplift in activity has broadened with an improving outlook in industrial metals and capital markets activities support. Why then are the shares further lower, below 40p, having been above 60p earlier this year?...

It's time to consider banking some profit on Dotdigital

Even with shares which have exhibited steady share price growth over a period of years there comes a time when you have to consider selling up and moving on, especially in cases where the market valuation looks to be ahead of the financials.

Take a Look at this Rising Company Which Fights Addiction

Hello, Share Muddlers. Within my mission to bring to you shares which seem to be operating under the radar, and so you might not have considered them before, I give you Indivior (INDV). This is a small drugs company with the power to improve society.

Central Asia Metals looks a great longer term investment in copper

On the AIM market these days it seems as though many would far rather buy into the latest pump and dump on a piece of junk, than invest in a company that is actually running its business properly and making money. The problem with putting your money into junk is that at some point true value normally shines through and the resultant share price crashes can be spectacular.

City of London Reaches Out to Far Flung Places to Reap Growing Profits

Hello Share Troggers. A share I’ve oft commended to you on this legendary website, and occasionally disparaged, has published a trading report for its year ended in June. And it tempts me to buy a few more shares.

Hotel Chocolat – full-year trading update, revenue “slightly ahead of market expectations” but what about profit & cash?

“Trading Update” announcement from chocolatier and retailer, Hotel Chocolat (HOTC), which near the start includes revenue “slightly ahead of market expectations”. The shares are though currently slightly lower, at circa 335p. Hmmm...

ANG
ANG

Fishing retailer Angling Direct lists on AIM - but does it offer value?

Following the successful floatation of Fishing Republic (FISH) a couple of years back, it was only a matter of time before one of the other large fishing tackle retailers followed the same route, and we’ve just seen Angling Direct (ANG) list on the AIM market.

Will UK Oil and Gas ever produce large amounts of oil onshore in the UK? Er... sell!

I haven’t looked at UK Oil and Gas (UKOG), and more specifically the Horse Hill oil field, for quite a while and a lot has changed in the meantime, so I thought it about time that I revisited it.

How About Ocado - if You Think On-line Shopping is Set to Get Even Stronger?

Hello Share Smoothers. Ocado (OCDO) is one of those annoying companies which does not give you a clue as to what it does by its name. It is in fact an online supermarket. And it should have been called something like ‘The On-Line Supermarket.’ Never mind. Silly names is just one of my personal irritants in the share picking game.

SHI
SHI

SIG Set To Get Back on Track with a A (Fairly) New Head Honcho

Hello share takers. Energy costs are in the news again, with the government’s latest ploy to cap charges for the less well off among us. It doesn’t quite seem the right time to invest in electricity suppliers, does it?

FTC
FTC

Filtronic – year-end update, following prior ‘ahead of expectations’ announcement…

Electronics products for the wireless telecoms infrastructure and related markets-focused, Filtronic (FTC) is “pleased to provide” a trading update for its year ended 31st May 2017 – and the shares has responded slightly higher towards 13p...

SLP
SLP

Sylvania Platinum looks to offer great long term value

As long as there is nothing fundamentally wrong with the company itself, then with any leveraged play on commodity prices, which is basically what many producers are, the time to be buying is when the price of the underlying commodity is near the bottom of a cycle. It is usually hard to judge exactly where the bottom is going to be but, when it comes to platinum, I think we are nearing that area.

This Tasty Firm is No Chocolate Teapot

Hello Share Snatchers. What is it about the taste of chocolate? I never met anyone who didn’t love the stuff. And I reckon it’s pretty addictive. Otherwise, why should we eat nearly the whole box once we taste the first choccy?

Mosman Oil & Gas over-reacts to very average news at best!

Private investors often seem to have very short memories, and although many have previously been badly burned by putting money into Mosman Oil and Gas (MSMN), some were flocking back into the company again today, sending its share price rocketing.

ECK
ECK

Eckoh – full-year results argue “excellent” future prospects, but what’s already in the valuation?

“Eckoh plc (ECK), the global provider of secure payment products and customer contact solutions, is pleased to announce its final results for the year ended 31 March 2017”. Hmmm, this though follows a profit warning in September

You May Still Want to Back the Black Horse with a Divi that's Riding High

Hello Share Dredgers. Once again I bring to you Lloyds Banking Group (LLOY) as a share worth considering. This simple statement will draw flak from my good friend Wildrides, but the case for Lloyds is getting better.

WIN
WIN

This Haulier Lives Up to its Own Epic Code - WIN

Hello Share Curlers. The last time I brought road hauliers Wincanton (WIN) to your notice was around Christmas last year. The share price then was 242p. Now it’s 304p. So a small victory. However, recent figures from this Wiltshire-based outfit give me cause to think there is further scope for the share price to travel.

CRL
CRL

The Admirable Creighton Now Has an Even More Admirable Share Price

Hello Share Crushers. I’m going to have to bring my currently favourite share before you yet again. Stock in Creightons (CRL) once reached a low of about 2p a pop. As I write it is just short of 25p.

PFC
PFC

Petrofac can still recover after recent bad news

Petrofac (PFC) has seen its share price get absolutely hammered in recent weeks, and although some will probably think I am mad, I can see a buying opportunity here at these levels.

AEO
AEO

Aeorema Communications – 1:01pm “Trading Update” announcement. Uh oh…

Aeorema Communications (AEO) has followed a 12:43pm profit warning ah sorry, “Trading Update” announcement, in December with a 1:01pm “Trading Update” announcement today. I’ll give you whatever odds you want on this being good news…

VED
VED

Time to buy Vedanta before the release of results in the UK

Vedanta Resources (VED) was one of my best performing shares during 2016, and after a significant pullback in the share price in recent months it is well worth considering buying back in at current levels.

ZYT
ZYT

In Touch Company Deserves Your Attention as Profits Rise

Hello Share Shufflers. There is a Geordie company which wages war on switches and buttons. It makes touch sensors. You’ll see this kind of technology everywhere these days, beginning with your mobile phone.

DIS
DIS

Distil has been a fantastic investment but it may be time to take some profit

Whilst it is true that a lot of the small companies listed on AIM are total junk, there are also some gems amongst them, and I think that Distil (DIS) falls into that category. I first came across this company at the UK Investor Show a couple of years back and it has performed extremely well since I first covered it as a buy here at around 0.8p - the share price is currently nearly 350% higher than it was back then.

Subscribe to our newsletter

Daily digest of our latest stories.



Search ShareProphets

Complete Coverage

Recent Comments

|