UK 03:00 Wednesday, 7 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
Is Wandisco (WAND) negotiating a trade sale as I hear or is it going bust? Either way it needs to issue an RNS now. Elsewhere I wander back to the days of Turnip Townsend to discuss why deflation could be the new norm in light of news from Tokyo overnight. At a company level I cover ITM Power (ITM), Proxama (PROX), Condor Gold (CNR), Peer TV (PTV) and the over ramped shite that is Glenwick (GWIK)
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Comments
phil
Who knows, deflationary times may even get Britain’s mediocre lazy boardrooms off their perfumed arse and actually do their job for a change, and create some proper value for everyone, not just for them selves.
Personally I think now is the time shareholders remember and stick the boot into Britain’s boardrooms, give over half of it the boot and get some proper Directors in. No better place to start than Amara and AFPO and kick out that useless parasite Peter Hain, remember him, the politician Soweto has never heard of
CPPH
I was sat in the pub which is just over here the road from the WanDisco office in Sheffield the other night. The table behind me had 6 chaps talking enthusiastically about IT sounding things. One of them joked “but WanDisco has no money” , they all laughed. Can’t say they work for them but were definitely in the industry.
Bearfacts
SP Angel asked the question in their morning notes, who actually runs Blenheim (BNR) ? as board is full of NED’s.
What’s the true mc value? Currently mc is £2.35m on sp of 1.28, I’d say if based as a cash shell as African eagle investment is near enough toast they have roughly £800k in cash and trade equities.
With a £500k cash shell value added on that gives around £1.3m mc and sp of around 0.70 considering they have outstanding cln’s that convert at 0.65 and if they converted with the dilution attached…. That my friends gives a true value.
Does the current and previous operation give a true rule 15 cover as it is an investment company after disposing of its coffee business in 2012 I’m not sure! and as such have queried it with aim regulation so we will just have to wait and see where this goes.
All the best….
warun boofit
We have had price deflation for decades , its been there all the time . The old banger cars I run can be picked up for £1000 for a top of the range Merc or BMW with most of the gadgets still working, they are fine as long as you do you own fixing, 30 years ago a death trap Wartburg or Skoda would have cost the same as a cast off good quality car now. It dosnt matter that the Merc does 20mpg as the cost of petrol is less than it was 20 years ago and old codgers with no claims bonus can insure a 300 bhp motor fully comp for £250, in the 1980s that was Porsche Turbo performance, now its run of the mill, I dont understand why so many of my old codger mates drive 1 litre kia picantos these days and still complain about the cost of petrol. What we have not had is property price deflation but looks like we might be about to get a lot of that as well so I am looking forward to Saudi going bust along with AIM fat cats and the arabs fucking off so I can buy a nice flat cheap and maybe pick up a cheap posh car, somewhere in Mayfair or Knightsbridge would do.