Keyword results: supply

RGD
RGD

Real Good Food – “entered its seasonally busier second half of the year in good shape”… so why today’s share price slump?...

Cake decoration and food ingredients company Real Good Food (RGD) commences a trading update with that it “entered its seasonally busier second half of the year in good shape”… so why a share price more than 14.5% lower today at 2.35p?…

Strix Has Been Off the Boil, but the Maker of Kettle Bits Seems Set to Steam Head Again

Hello Share Rattlers. I’ve commended Strix Group (KETL) to you before but lately this maker of kettle bits has not been one of my more illustrious calls. It’s down by a third compared to the second half of last year. But the fall, connected to perceived supply and transport issues together with the rising cost of raw materials, seems to me unjustified.

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Is McColl’s a buy?

Whilst I do think there are some interesting travel plays, I am far away from excited by either TUI (TUI) (which reminds me of a German equivalent of Thomas Cook) or SSP Group (SSPG) (where you will not be seeing me buying something from an Upper Crust store at a railway station or an airport). I am a bit intrigued though to see that the Taylor Wimpey (TW.) CEO has decided to move on, especially as we saw last weekend rumours that private equity players may be buying a stake. I wonder if the rumours around this have had an influence, although serving as its CEO for 14 years is a decent innings. I don’t think though I have ever written about McColl’s (MCLS), the convenience shop and newsagent operator with trading names Morrisons Daily and (naturally) McColl’s.

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Oil-Rig
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Oil Price – Coming along nicely – but it’s only the start: FYB with oil shares!

The oil price is panning out largely as I expected when I last drafted on this matter back in March. We are now at $84 as I type, compared to the $67 when I last commented. I saw a high probability of $100 by year end, and so far, I see little to change my mind. Oil and Gas equity prices lag the commodity prices, and oil lags gas. I see real opportunity here, but not without some downside risk.

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Gold
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If you've never considered silver and gold ETFs and trusts now is the time to - my choice would be Sprott Physical Silver Trust

Gold and silver have been extremely weak in recent weeks and investors, certainly retail, seem to be moving away from these metals, but I would question whether that is the right decision to make at this time.

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VTY
VTY

New House Builder on the Block Strikes Back with Budget Boost

Hello, Share Twiddlers. The house builder formed from a merger between an arm of Galliford Try and Bovis has reported a big Covid hit. But now the pandemic approaches its final months, we can expect better from now on. Especially as the Chancellor has extended the stamp duty holiday…

Gold
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How likely is it that a proper silver short squeeze will happen?

Unless you’ve been living in a cave for the past week or so, you can’t but fail to have noticed the news around a massive ‘short squeeze’ on a number of heavily shorted US stocks, with GameStop ($GME) and AMC Entertainment ($AMC) attracting particular attention.

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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.

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HOC
HOC
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Silver is my metal of choice at the moment and offers great longer term upside

At the moment most of the focus on commodities that I have been seeing has been on gold and oil, and what people are forecasting for the coming months and longer term. But I suggest we are missing a great opportunity here.

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GKP
GKP
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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.

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BMN
BMN
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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.

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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. 

BKY
BKY

The uranium market looks set for an upturn and Berkeley Energia will benefit - buy

Berkeley Energia (BKY) was once one of the more popular shares on AIM, and there was plenty of interest as its share price rose steadily on speculation.

LMI
LMI

Platinum prices should benefit from disputes over new mining laws

When it comes to precious metals, all the attention has seemingly been on gold and silver recently, but I think that people are making a mistake if they ignore platinum and the possible upside there.

ARS
ARS

Asiamet is well placed to benefit from future copper shortages

Copper prices have remained volatile but continue to push higher, and if this continues it will be a very bullish signal for both producers and those looking to bring new projects online.

Goals Soccer Centres – placing & strategic review conclusions, can it drive future growth though?

Having recently noted boardroom change aplenty but questioned trading change at Goals Soccer Centres (GOAL), the company has now announced completion of a strategic review, resulting in that “four strategic priorities have now been set”, and a 100p per share, £16.75 million (gross) placing. These are targeted to “help strengthen the group's market leading position, improve ROCE and increase value for shareholders over the longer term”. Hmmm...

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