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Latest Views & News

Tom
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Tom Winnifrith Video Shareshow No 35: bear raider Lucian Miers and Steve O'Hara of Optibiotix

I am back with these bonus video shows, this is number 35.. In this show I interview one CEO: Steve O'Hara of Optibiotix (OPTI), my biggest single holding and also bear raider Lucian Miers, the Bard of the Boleyn. I hope that you enjoy the show.
BST
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Note to taxman: Big Sofa is now officially bust.

You can now write off 100% of your investment. A kind reader points out that Big Sofa Technologies Group (BST) will not be needing the Adam Reynolds keyboard any more. At least it seems, the most recent filed statement of affairs, that it does not owe its directors any money. Well that is good news. Irony. But as you can see HERE as of 29 February, for the rest of us it is now officially one you can use to offset capital gains and a big fat zero. I drink my own poison on this website, my losses are, I calculate, c£35,000. Just think how many goats I could have bought for that.
Bearcast
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Tom Winnifrith Bearcast: Zombie companies where death postponed with your money

I start on those Zombie companies and on the scandal of scamdemic loans created by our, now, Prime Minister. Then it is onto Skinbiotherapeutics (SBTX) and Optibiotix (OPTI). Then Hummingbird (HUM), Technology Minerals (TM1) and, in some detail, La Willingham's Nightcap (NGHT), itself almost a zombie.
SEE
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Seeing Machines – interims argue “remains well-placed”. Er, not at the reported cash burn rate!

Previously writing on ‘computer vision’ technology business Seeing Machines (SEE), in October with the shares falling to below 5.25p I cautioned still avoid/sell including with automotive programs taking longer to be awarded. What now with the shares having commenced today at 5.145p and results for the company’s half-year ended 31st December 2023?

BYIT
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Well done the FCA for exposing the Bytes Technology share dealing scandal

I do not say this very often as, by and large, the FCA is utterly useless but in relation to the share dealing scandal at Bytes Technology (BYIT) which has already claimed the scalp of ex CEO Neill Murphy it emerges with credit for its proactive efforts.
MSLH
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Marshalls – emphasises “medium-term” and “long-term” potential, so guess what that means for the near-term…

Previously writing on landscape, building and roofing products manufacturer and distributor Marshalls (MSLH), in October I noted its ‘in line with expectations’ trading statement followed then as recently as July the company having gone from assuming a progressive end markets improvement to “believes that the result in the second half will be markedly weaker than the first half”. The shares most recently closed at a higher 290.6p, but what of now a results announcement?
BEN
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Ben’s Creek: unless Trump wins it has to go bust and even the Donald probably cannot save it

I am sure that drowning in debt/liabilities cash guzzling Ben’s Creek (BEN) will go bust whatever happens but if Donald Trump wins in November, as I think probable, it might just have a chance. Ben’s has not updated folks here in the UK on what creepy Joe Biden plans for coal but it is grim.
TUNE
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Focusrite – “Trading Update” not right for investors, and outlook still wrong?

Music and audio products company Focusrite (TUNE) has issued a “Trading Update” announcement commencing, “The challenging market conditions highlighted in January's AGM statement have continued throughout February and into March”. But that, surely, was to be expected? Er, the shares are currently at 270p, down approaching 30%?!
SAR
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Sareum: how soon does it go tits up? Is there a discounted placing underway?

Sareum (SAR) is in a very bad place. For starters it is almost out of cash but has declined to say just how close it is to a gig with the Fat Lady. Its silence suggests that it is very close indeed and, if AIM was a properly regulated market, no sniggering at the back please, the company would be forced to come clean.
SBTX
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Skinbiotherapeutics: a management change but here is another one needed

From Skinbiotherapeutics (SBTX) today comes news of a management change. Sadly it is not one of the three that I had been hoping for.
BLVN
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Bowleven – A Rescue Open Offer To Ignore

Having been a fan of AIM-listed Bowleven (BLVN) and having tipped it, it may come as a surprise to those who haven’t followed what is going on to see that I reckon the bailout open offer at just 0.1p is to be ignored. But I fear, on balance, that is the sensible view to take.
SUPR
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Buy Supermarket Income REIT for growth and an 8% plus yield

Grocery property business with 77% of income from Sainsbury's and Tesco, Supermarket Income REIT (SUPR) has announced its results for its half-year ended 31st December 2023 and that, as interest rates normalise and with the limited supply of omnichannel supermarkets, it is “highly optimistic” for its valuation outlook for the year.
VCP
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Victoria – The Shrinking Roll Up

When a roll up stops rolling up, usually because it is denied further credit, and starts shrinking it is rarely good news. This is evidently the case with controversial carpet maker Victoria (VCP), about which I written a fair bit in the past and which served up a dire trading statement on Wednesday.
Bearcast
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Tom Winnifrith Bearcast: Put me in charge of Ariana Resources and I will eat my cat if the shares have not gained fifty percent in six months

I start with the bubble popping in the ESG investing world with news from Black Rock. Then it is onto how if I replaced Kerim Sener as CEO I'd push Ariana (AAU) shares up by at least 50% within six months. 
Gold
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The View From The Montana Log-Cabin As Gold Holds Gains

Gold closed the week at $2,156 – down a shade on the prior week’s $2,179 but holding up nicely. Moreover, Gold stocks have performed well in the wake of the yellow metal’s break higher, as can be seen on the chart below of Gold vs the mining ETFs GDX (majors), GDXJ (juniors) and GOEX (explorers). Long may that continue, as there’s a very long way to go before they too break to new highs.
Quiz
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The ShareProphets Sunday Pub Quiz #232

It's time for the ShareProphets Sunday Pub Quiz.. There are no prizes! And remember, no Googling!

Professor

Visual Aid: The Top Performing Investment Themes of 2023

In many ways, the year was defined by breakthrough announcements in AI and the resurgence of Bitcoin. At the same time, investors looked to nuclear energy ETFs thanks to nuclear’s growing role as a low carbon energy source and the war in Ukraine.

Professor
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Sunday Long Reads: Forcasting the Future, ISIS Open Air Prison, Roger Federer, Hustling People, Second Hand Clothes

Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?

Top-10

Notes from Underground – Most read articles for the week ending 16 March

Here are the most read articles and the most listened-to Bearcasts over the past seven days. The most read non-Quiz, non-Tom article last week is Nigel Somerville with Tern – Is Another Shoe About To Drop At Wyld As Investors Await Dire Results And Yet Another Cash Crisis? at No 6 or No 14 including Bearcasts. 

Bearcast
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Tom Winnifrith Bearcast: the most read non read article here is by revolting workers & does Graham Cooley alter the Cap-XX question

I start with two sporting matters, rugby and yesterday's Varsity match. One a great source of joy and one very much the reverse. Then it is onto NightCap (NGHT) and Cap-XX (CPX).
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