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Sell the Wayfair Rally at $105
By Lucian Miers | Sunday 2 December 2018
Disclosure: The author has a short position in one or more of the shares mentioned. 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.
Wayfair (NYSE:W), the US online home furnishing group with a $9.5 billion market cap, saw its shares rise the other day as it reported strong sales over the Thanksgiving period. This proves a classic shorting opportunity at $105 per share.
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Market News
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3 December 2024, 07:59Marston's (#MARS) – FY adj. EPS up to 5.2p, current year first 6 weeks LFL sales +3.9%
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3 December 2024, 07:45Complete Coverage
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Tuesday »
Tom Winnifrith Bearcast: who do you want as this year's Christmas carol villain?
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Vianet – argues interims “in line with management expectations”, but that actually meaning very demanding second half requirements!
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- 3 December 2024, 16:31
SysGroup – interims arguing “further strengthening our financial stability”. Er, what about the profit (lack of) warning then?
- By Steven Moore
- 3 December 2024, 14:10
Collapsing retail sales and collapsing business confidence: who does Rachel from Customer services blame? Maggie knew who!
- By Tom Winnifrith
- 3 December 2024, 12:24
Windar Photonics – having three weeks ago stated “a strong balance sheet”, now a discounted placing including to “strengthen the company's balance sheet”!
- By Steven Moore
- 3 December 2024, 11:29
Tom Winnifrith Bonus Bearcast: a short email from 'arry Adams and a long chat with Steve O'Hara
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BREAKING Supply@Me Capital: another rat jumps from the sinking ship
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Tom Winnifrith: will you join me at what really will be the final Sharestock?
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- 3 December 2024, 08:39
Excruciating embarrassment at the Service station, but I will continue to stand up for Israel, Tom Winnifrith
- By Tom Winnifrith
- 3 December 2024, 08:00
#KEFI Gold & Copper – confirms £10.6m capital raise at 0.55p per share
- By Steven Moore
- 3 December 2024, 07:59
OptiBiotix Health (#OPTI) – upcoming launch of “multiple” products under Dr Morepen's newly-developed LightLife brand in India
- By Steven Moore
- 3 December 2024, 07:57
Marston's (#MARS) – FY adj. EPS up to 5.2p, current year first 6 weeks LFL sales +3.9%
- By Steven Moore
- 3 December 2024, 07:56
On the Beach (#OTB) – FY adj. EPS up to 14.1p, DPS 3p, confident in delivering growth outlook
- By Steven Moore
- 3 December 2024, 07:52
SSP (#SSPG) – FY adj. EPS up to 10p, DPS to 3.5p, “focus now is on driving greater value from a strengthened base”
- By Steven Moore
- 3 December 2024, 07:51
#WIZZ Air – November booked passengers +1.7% YoY, load factor +3.1ppts to 91.5%
- By Steven Moore
- 3 December 2024, 07:45
Greencore (#GNC) – FY adj. EPS up to 12.7p, DPS reintroduced at 2p, “encouraged by the business's underlying momentum”
- By Steven Moore
- 3 December 2024, 07:44
#MIND Gym – H1 still even adj. loss, FY outlook “unchanged, with actions taken to eliminate further costs”
- By Steven Moore
- 3 December 2024, 07:40
Gooch & Housego (#GHH) – FY adj. EPS down to 25.5p though DPS edged up to 13.2p, argues profit growth confidence this year
- By Steven Moore
- 3 December 2024, 07:37
discoverIE (#DSCV) – H1 adj. EPS -4% to 18.4p, DPS +4% to 3.90p, currently “orders run rate ahead of sales and ahead of the second quarter”
- By Steven Moore
- 3 December 2024, 07:33
Monday »
Tom Winnifrith bonus bearcast: Kefi placing, was I lied to and should we bail or buy via Primary Bid?
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- 2 December 2024, 17:36
Topps Tiles – what of its response to “disastrous acquisition”, “failure to adapt to an evolving retail landscape” and other ‘Comment’?…
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- 2 December 2024, 17:36
A failed and disgraced fund manager explains his art of stockpicking
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- 2 December 2024, 17:36
Condor Gold – one possible offeror announces it doesn’t intend to make a firm offer, but another announces proposed terms…
- By Steven Moore
- 2 December 2024, 16:29
Tom Winnifrith Bearcast: a day of total shame for the FCA and glory for Jim Mellon
- By Tom Winnifrith
- 2 December 2024, 14:56
Evil Banksta: a SECOND critical question for EnergyPathways
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- 2 December 2024, 13:24
GOTCHA! RegTech Open Project to delist, next stop administration?
- By Tom Winnifrith
- 2 December 2024, 12:30
Global Petroleum: the twitter ramping of CEO Omar Ahmad, does Nomad SPARK not give a FF?
- By Tom Winnifrith
- 2 December 2024, 12:16
Gamma Communications move to Main Market, a hammer blow for the AIM sewer
- By Tom Winnifrith
- 2 December 2024, 11:07
BREAKING EXPOSE: Argo Blockchain rejects more money at higher price for stinking subscription that still leaves it insolvent
- By Tom Winnifrith
- 2 December 2024, 10:55
Andrew Monk and the myth of the impoverished bankster caption contest
- By ShareProphets
- 2 December 2024, 08:00
Gamma Communications (#GAMA) – initiated workstreams to move from AIM to Main Market
- By Steven Moore
- 2 December 2024, 07:59
Metals Exploration (#MTL) – “in advanced-stage discussions” with Condor Gold (#CNR) re. a possible offer for Condor
- By Steven Moore
- 2 December 2024, 07:59
Condor Gold (#CNR) – Calibre Mining “does not intend to make an offer for Condor”
- By Steven Moore
- 2 December 2024, 07:58
Argo Blockchain (#ARB) – £4.2m subscription at 5.5p per share
- By Steven Moore
- 2 December 2024, 07:51
boohoo (#BOO) – repayment of £50m of £97m term loan following recent placing
- By Steven Moore
- 2 December 2024, 07:50
Tavistock Investments (#TAVI) – receipt of £22m of disposal proceeds, emphasises “repositioning” asset management business
- By Steven Moore
- 2 December 2024, 07:45
Mothercare (#MTC) – H1 swing to even adj. loss, notes impacted by Middle Eastern markets
- By Steven Moore
- 2 December 2024, 07:40
K3 Business Technology (#KBT) – agreement to sell NexSys business for £36m, anticipates returning “a substantial proportion” to shareholders during H1 2025
- By Steven Moore
- 2 December 2024, 07:34
Supreme (#SUP) – acquisition from administration of trade and selected assets of Typhoo Tea for £10.2m
- By Steven Moore
- 2 December 2024, 07:29
Volution (#FAN) – completes acquisition of Fantech Group in Australasia
- By Steven Moore
- 2 December 2024, 07:24
Sunday »
Tom Winnifrith Bearcast: Now Steve O'Hara really will hate me, is his son worth £100k? And Jim Mellon gets a bid for Condor, don't get carried away
- By Tom Winnifrith
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- 1 December 2024, 16:24
Johnson Matthey shares have been very weak but it could turn things around following the restructuring of the business
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- 1 December 2024, 12:25
Sunday Long Reads: Bad Apples, Extreme Travellers, Spanish Water, Rampaging Mobs, DB Cooper
- By ShareProphets
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Notes from Underground – Most read articles for the week ending Nov 30
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Photo article from the Welsh hovel: cat at work, Tom Winnifrith
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Saturday »
Tom Winnifrith Bearcast: when did it become acceptable to tell lies?
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Mr. Karma always gets you in the end, Giles Clarke walks the plank at Ironveld after 15 years of massive value destruction
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Doing the Fandango Holdings: joke interims is the FCA totally asleep at the wheel?
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I’m in the wrong business: the price of Christmas trees is insane! Tom Winnifrith
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Friday »
CMO Group – Friday intra-day “Q4 2024 Trading Update and Outlook” announcement. Uh oh…
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- 29 November 2024, 16:00
Tom Winnifrith Bearcast: on the nature of fraud however small
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- 29 November 2024, 14:55
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When is it okay to be a convicted fraudster and cover it up?
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- 29 November 2024, 10:08
GOTCHA: Lying Charlatans at Argent Pharma flip flop on delisting, shares collapse, TW 100% vindicated yet again
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Argent Biopharma (#RGT) – GOTCHA!, “intention to delist from the London Stock Exchange”
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- 29 November 2024, 07:57
Bushveld Minerals (#BMN) – not received amount due from Vanchem, the Business Rescue Practitioners “in discussions… including taking legal advice”
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- 29 November 2024, 07:57
Invinity Energy Systems (#IES) – appointment of Adam Howard as CFO, good luck chap!
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- 29 November 2024, 07:56
McBride (#MCB) – banking facilities refinancing noting improved terms and conditions and extended maturity
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Resolute Mining (#RSG) – second settlement payment under ‘Protocol’, “discussions with the Government of Mali are ongoing to clarify points of the protocol”
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#PEEL Hunt – H1 return to profit, though notes “sentiment in the UK has dipped following the Budget and increased concerns around global trade”
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- 29 November 2024, 07:40
Aptamer (#APTA) – “AGM Statement”, attempted ramptastic with no bottom-line or cash specifics
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Caffyns (#CFYN) – H1 adj. EPS up to 12.2p, DPS maintained at 5p, notes supply concerns due to Government-mandated zero-emission cars targets
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Northern Bear (#NTBR) – H1 EPS up to 8.4p, considers “potential in the second half to trade ahead of strong prior year results and market expectations”
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- 29 November 2024, 07:28
Thursday »
Tom Winnifrith Bearcast: Bit political, bit political..I'd rather eat my own toes
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Dr. Martens – interims emphasise “in line with expectations… delivering on our strategic objectives”, but how creditable really is that?…
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Hemogenyx: When folks invoke and celebrate my mother’s suicide you know they have lost the argument
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Tom Winnifrith Bonus Bearcast: Optibiotix, Skins, what a journalist is meant to do, transparency, Lemming and Gary Newman
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Hemogenyx owning moron JohnR thinks Tom Winnifrith is a “scumbag” and "disgrace"battlng for team leukemia
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J Sainsbury – further share buyback tranche follows interims, BUY!
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- 28 November 2024, 09:35
Loungers (#LGRS) – recommended 310p per share offer with unlisted share alternative
- By Steven Moore
- 28 November 2024, 08:00
Scholium (#SCHO) – proposed AIM cancellation, argues its discount to NAV share price has “significantly hampered” growth ability
- By Steven Moore
- 28 November 2024, 07:56
Amaroq Minerals (#AMRQ) – its first gold pour at Nalunaq mine, currently continuing to optimise processing plant and aiming to conduct weekly gold pour
- By Steven Moore
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Ocado (#OCDO) – from its Erith fulfilment centre Morrisons to “gradually cease deliveries”, to build volumes from both Ocado’s Dordon centre and “in-store fulfilment solution”
- By Steven Moore
- 28 November 2024, 07:45
Dr. Martens (#DOCS) – H1 swing to even adj. loss and increased net bank debt but still a dividend!, 0.85p per share
- By Steven Moore
- 28 November 2024, 07:39
EnSilica (#ENSI) – AGM update, “expects… to continue to trade in line with consensus market expectations for the financial year to 30 May”
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- 28 November 2024, 07:33
Macfarlane (#MACF) – revenue -4% YoY, “continued challenging market conditions resulting in weaker volumes and lower pricing impacting most sectors”
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- 28 November 2024, 07:30
James Latham (#LTHM) – H1 EPS down to 50.5p, DPS up to 7.95p, expected signs of market improvement so far “has not materialised”
- By Steven Moore
- 28 November 2024, 07:27
Galliford Try (#GFRD) – trading momentum “continued into the new financial year… in line with the board's expectations”
- By Steven Moore
- 28 November 2024, 07:22
Wednesday »
Aston Martin Lagonda – argues “successful” share and private debt placings mean “now well positioned for growth”. Er, a few points…
- By Steven Moore
- 27 November 2024, 16:29
Tom Winnifrith Bearcast: the three serpents in the Helium bubble garden of Jerry Keen
- By Tom Winnifrith
- 27 November 2024, 16:21
Strix – “Trading Update” = Profit Warning (natch!) and has there really been “significant progress” on the balance sheet?…
- By Steven Moore
- 27 November 2024, 15:02
Tom Winnifrith Bonus Bearcast: greatly cheered by NOT speaking to 'arry Adams or Steve O'Hara
- By Tom Winnifrith
- 27 November 2024, 12:53
Restore plc – ten months trading update, still a recovery Buy
- By Steven Moore
- 27 November 2024, 12:07
EXPOSE: BWA Group - a group that doesn’t consolidate its subsidiaries, why accounting policies can materially impact reported results
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- 27 November 2024, 11:52
Focusrite – full-year results argue “growth when market conditions improve”, but when’s even that likely to be?
- By Steven Moore
- 27 November 2024, 11:27
BREAKING: Is Helix Exploration boss David Minchin a brazen liar or a reckless fool?
- By Tom Winnifrith
- 27 November 2024, 10:31
While my Electric Guitar gently weeps: suspension shocker, Fat Lady on Standby, PKF disgraced!
- By Tom Winnifrith
- 27 November 2024, 10:07
Just Eat Takeaway.com (#JET) – “intention to delist from London Stock Exchange”
- By Steven Moore
- 27 November 2024, 07:59
Aston Martin Lagonda (#AML) – £111m equity raise at 100p per share including via PrimaryBid and £100m additional senior secured notes issuance
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- 27 November 2024, 07:58
Mitchells & Butlers (#MAB) – FY adj. EPS up to 26.4p, “strong start to FY 2025, like-for-like sales of 4.0% in the first seven weeks”
- By Steven Moore
- 27 November 2024, 07:55
Strix (#KETL) – trading warning, “now expects to report adjusted profit before tax for FY24 in the range of £18m to £19m (on a constant currency basis)”
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- 27 November 2024, 07:52
Focusrite (#TUNE) – FY adj. EPS down to 18p, DPS maintained at 6.6p, notes continuing macro pressures
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- 27 November 2024, 07:50
#PETS At Home – H1 adj. EPS up to 8.4p, DPS to 4.7p, though FY warning as longer than anticipated subdued pet retail market growth
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- 27 November 2024, 07:47
Auction Technology (#ATG) – FY adj. EPS down to $0.386, argues current trading “positive momentum”
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- 27 November 2024, 07:42
easyJet (#EZJ) – FY adj. EPS up to 61.3p, DPS to 12.1p, argues “positive” outlook
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- 27 November 2024, 07:39
Motorpoint (#MOTR) – H1 return to profit, though revenue decrease with “more affordable vehicle mix and price deflation”
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- 27 November 2024, 07:35
JD Sports Fashion (#JD.) – completes €520m acquisition of Groupe Courir following European Commission conditional clearance and satisfaction of all other conditions
- By Steven Moore
- 27 November 2024, 07:28
Tuesday »
Tom Winnifrith bearcast: egg on boat race time but for once not mine!
- By Tom Winnifrith
- 26 November 2024, 16:32
Topps Tiles – full-year results emphasise “confidence in the medium term outlook”, so what about the current outlook?…
- By Steven Moore
- 26 November 2024, 16:25
Severfield – from “market conditions are showing signs of improvement” to a ‘market conditions’ profit warning in less than four months, and worse!…
- By Steven Moore
- 26 November 2024, 14:09
BREAKING: Peel Hunt warns of £2 billion AIM IHT own goal by Rachel from Customer Services
- By Tom Winnifrith
- 26 November 2024, 14:02
Sosandar – Half Year Results, Big Helping Of Hartley's As More Jam Tomorrow Promised
- By Nigel Somerville
- 26 November 2024, 12:56
MPs and Lords say that the FCA is “incompetent” and “defective” – Pots and Kettles
- By Tom Winnifrith
- 26 November 2024, 12:21
i-nexus Global – proposed AIM cancellation, yet another roll-call of shame on the self-described “world's most successful growth market”!
- By Steven Moore
- 26 November 2024, 11:41
Golden Tuesday Bonus Bearcast: News from Amaroq and Ariana
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- 26 November 2024, 10:35
Ariana Resources (#AAU) – Dokwe project exploration work delivering several resource growth opportunities
- By Steven Moore
- 26 November 2024, 07:57
Victoria (#VCP) – H1 swing to even adj. loss, net debt £658.2m
- By Steven Moore
- 26 November 2024, 07:54
Sosandar (#SOS) – H1 another loss on lower revenue, argues recent “evidence of the performance that we anticipated as customers become accustomed to paying full price”
- By Steven Moore
- 26 November 2024, 07:52
AO World (#AO.) – H1 EPS up to 1.94p, FY adj. PBT guidance “upgraded to between £39m and £44m”
- By Steven Moore
- 26 November 2024, 07:49
IG Design (#IGR) – H1 adj. EPS down to $0.112, expects H2 profit driven by “business simplification, efficiency and cost-saving initiatives”
- By Steven Moore
- 26 November 2024, 07:46
Halfords (#HFD) – H1 adj. EPS and DPS maintained at 7.6p and 3p respectively, “H2 is also impacted by short-term costs”
- By Steven Moore
- 26 November 2024, 07:43
Vp (#VP.) – H1 adj. EPS down to 39p, DPS maintained at 11.5p, “headwinds and challenging conditions continue to impact General Construction and Housebuilding”
- By Steven Moore
- 26 November 2024, 07:40
Brickability (#BRCK) – H1 adj. EPS down to 5.03p, DPS up to 1.12p, “profitability is expected to be first half weighted due to phasing of project work in the Contracting division”
- By Steven Moore
- 26 November 2024, 07:38
Compass (#CPG) – FY adj. EPS up to $1.195, DPS to $0.598, current year expects “organic revenue growth above 7.5% and ongoing margin progression”
- By Steven Moore
- 26 November 2024, 07:34
Monday »
DSW Capital – interims, will deal volumes be “returning to normal levels” in its Q4?
- By Steven Moore
- 25 November 2024, 16:00
Doc Holliday pumping and dumping at ECR: there is a case for the defence
- By ShareProphets
- 25 November 2024, 13:55
Kingfisher – Q3 update emphasises “full year profit guidance range tightened”…but that’s not in a good way!
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- 25 November 2024, 13:54
Letter to FRC: please investigate Zak Mir, Lift Global Ventures and Lee Lederberg of Edwards Veeder
- By Tom Winnifrith
- 25 November 2024, 13:07
Tom Winnifrith bonus bearcast: just a few more thoughts on Microstrategy vs Golden Prospect Precious Metals
- By Tom Winnifrith
- 25 November 2024, 12:45
Dialight – interims argue “confident that further progress will be made in the second half”, but sufficient for the balance sheet position?…
- By Steven Moore
- 25 November 2024, 11:19
EXPOSE: Has Graham Bond of RSM been a very naughty boy with his Celadon homework?
- By Tom Winnifrith
- 25 November 2024, 10:15
#GOOD Energy – Takeover Panel extension to 23rd December “to allow further time for Esyasoft to progress its due diligence”
- By Steven Moore
- 25 November 2024, 07:55
Software Circle (#SFT) – “up to” £16.7m new loan facilities, to repay £6.7m of outstanding bonds
- By Steven Moore
- 25 November 2024, 07:50
Rentokil Initial (#RTO) – CFO Stuart Ingall-Tombs retiring, Paul Edgecliffe-Johnson to succeed
- By Steven Moore
- 25 November 2024, 07:48
#DSW Capital – Deputy CEO Shru Morris to succeed James Dow as CEO on 1st April
- By Steven Moore
- 25 November 2024, 07:45
#DSW Capital – H1 small profit, “deal volumes in November and December are likely to be subdued, as many transactions were brought forward ahead of the Budget”
- By Steven Moore
- 25 November 2024, 07:42
Dialight (#DIA) – H1 another even adj. pre-tax loss, notes macroeconomic ‘caution’
- By Steven Moore
- 25 November 2024, 07:39
Kingfisher (#KGF) – Q3 LFL sales -1.1% YoY, “expect adjusted PBT of c.£510m to £540m (previously c.£510m to £550m)”
- By Steven Moore
- 25 November 2024, 07:36
Benchmark (#BMK) – agreement to sell genetics business for £230m and up to further £30m
- By Steven Moore
- 25 November 2024, 07:32
Anglo American (#AAL) – agreement to sell steelmaking coal mines in Australia for US$2.775bn and up to total US$3.775bn
- By Steven Moore
- 25 November 2024, 07:29
Sunday »
Tom Winnifrith Bearcast: does Optibiotix need an FD and time to short bitcoin?
- By Tom Winnifrith
- 24 November 2024, 18:17
Golden Prospect – Late In Year 2024 Tipfest Update As Subscription Deadline Looms
- By Nigel Somerville
- 24 November 2024, 17:29
The View From The Montana Log-Cabin As Gold Attempts To Stage A Comeback
- By Nigel Somerville
- 24 November 2024, 14:05
Sunday Long Reads: London Fish Markets, Junk Food Fights Back, Should India Only Speak Hindi?, Don Simpson, Painting Protests
- By ShareProphets
- 24 November 2024, 13:46
Notes from Underground – Most read articles for the week ending Nov 23
- By ShareProphets
- 24 November 2024, 12:49
Tom Winnifrith podcast: British missiles hitting Russia, not in my name
- By Tom Winnifrith
- 24 November 2024, 00:00
Saturday »
National World – saga continues as possible offerer Media Concierge warns it on “false and misleading statements”!
- By Steven Moore
- 23 November 2024, 19:26
SkinBioTherapeutics – “finalisation of commercial agreement with Croda” to further spark the shares, Buy
- By Steven Moore
- 23 November 2024, 11:04
Friday »
National World – considers possible offer proposal has “potential merits”, BUT…
- By Steven Moore
- 22 November 2024, 15:25
Tom Winnifrith Bearcast: Hemogenyx you guys are taking the piss!
- By Tom Winnifrith
- 22 November 2024, 14:57
A failed fund manager offers his great thoughts on Jaguar and its relaunch
- By ShareProphets
- 22 November 2024, 13:52
Nostra Terra is a great example of why the AIM market is dying and has been for some time
- By Gary Newman
- 22 November 2024, 12:20
Video: The Darkening Skies Over Wall Street – Ominous Signals for Investors
- By Tom Winnifrith
- 22 November 2024, 12:01
Letter to the FCA demanding suspension of the trading in the shares of the technically insolvent Supply@ME Capital fraud
- By Tom Winnifrith
- 22 November 2024, 11:55
Coats Group – “continued momentum with double-digit sales growth”, but still looks to offer value
- By Steven Moore
- 22 November 2024, 11:26
Webis: Jim Mellon takes it private, in reality shareholders’ equity already worthless
- By Tom Winnifrith
- 22 November 2024, 11:25
Tom Winnifrith Bonus Bearcast: Now Lemming Junior says switch from Optibiotix to Skinbiotherapeutics
- By Tom Winnifrith
- 22 November 2024, 10:36
BREAKING: Lift Global Ventures – deep dive into 30 June 2024 numbers, its off to the FRC I go!
- By ShareProphets
- 22 November 2024, 08:00
National World (#NWOR) – Media Concierge urges it “to engage constructively” re. a 21p per share possible offer proposal
- By Steven Moore
- 22 November 2024, 07:59
Webis (#WEB) – proposed AIM cancellation, to “reduce costs and protect shareholder value”
- By Steven Moore
- 22 November 2024, 07:58
Learning Technologies (#LTG) – Takeover Panel extension to 6th December as discussions with General Atlantic “are advanced but remain ongoing”
- By Steven Moore
- 22 November 2024, 07:57
TI Fluid Systems (#TIFS) – Takeover Panel extension to 29th November for ABC Technologies “to finalise financing and other arrangements”
- By Steven Moore
- 22 November 2024, 07:56
Tavistock Investments (#TAVI) – subsidiary businesses disposal completion conditions satisfied and agreement to acquire asset management business Alpha Beta Partners
- By Steven Moore
- 22 November 2024, 07:47
#LPA – weaker H2 YoY due to delayed orders, FY adj. “breakeven… in line with previous guidance”
- By Steven Moore
- 22 November 2024, 07:40
#RTC Group – “continue to drive growth” and “remain confident in our ability to capture further value”
- By Steven Moore
- 22 November 2024, 07:39
Games Workshop (#GAW) – “trading since the last update on 18 September 2024 is ahead of expectations”
- By Steven Moore
- 22 November 2024, 07:33
#DFS Furniture – “order intake remaining in growth over the first 20 weeks” and continuing cost reductions, Marie Wall to join as Interim CFO
- By Steven Moore
- 22 November 2024, 07:32
Michelmersh Brick (#MBH) – trading “benefiting from the quality of the order book”, “in line with market expectations”
- By Steven Moore
- 22 November 2024, 07:27
Thursday »
Tom Winnifrith Bearcast: starting my hard conversation with Steve O' Hara
- By Tom Winnifrith
- 21 November 2024, 17:29
FW Thorpe – expects results “marginally ahead of last year”, but is such trading sufficient for the valuation?
- By Steven Moore
- 21 November 2024, 16:25
Eco Buildings Group – letter of Intent for potential significant new contract, risk/reward Strong Buy
- By Steven Moore
- 21 November 2024, 14:52
Ariana Resources – “Zenit Portfolio Operations Update”, the “portfolio” to expand?
- By Steven Moore
- 21 November 2024, 14:43
JD Sports Fashion – emphasises “well positioned for peak season”… but even with that only expects ‘lower end of guidance range’!
- By Steven Moore
- 21 November 2024, 14:25
Tom Winnifrith bonus bearcast: Which accounts from Zak Mir are a tissue of lies?
- By Tom Winnifrith
- 21 November 2024, 13:15
Speedy Hire – interims, “the board anticipates the group meeting its full year expectations”. Really?…
- By Steven Moore
- 21 November 2024, 11:29
Celadon Pharmaceuticals: FFS just come clean, when’s the massively discounted placing?
- By Tom Winnifrith
- 21 November 2024, 11:14
BREAKING: Supply@Me Capital – Alessandro Zamboni in default on yet another 7 figure financing commitment
- By Tom Winnifrith
- 21 November 2024, 09:39
FCA consultation on extending time firms have to respond to non-discretionary commission motor finance complaints
- By Steven Moore
- 21 November 2024, 07:59
Frasers (#FRAS) – open letter including noting its further requisition to seek to remove Executive Chairman Mahmud Kamani as director of boohoo (#BOO)
- By Steven Moore
- 21 November 2024, 07:58
Resolute Mining (#RSG) – CEO Terence Holohan and the two other employees released in Mali and have departed the country
- By Steven Moore
- 21 November 2024, 07:57
Cohort (#CHRT) – agreement to acquire naval satellite communications business EM Solutions for c.£75m enterprise value, £40m placing and up to £1m “retail offer”
- By Steven Moore
- 21 November 2024, 07:56
Liontrust (#LIO) – H1 adj. EPS down to 30.3p, DPS maintained at 22p, notes market challenges but argues moving into a more positive environment
- By Steven Moore
- 21 November 2024, 07:45
CMC Markets (#CMCX) – H1 EPS swing to 12.8p, DPS up to 3.1p, “confident in delivering on guidance”
- By Steven Moore
- 21 November 2024, 07:38
Speedy Hire (#SDY) – H1 swing to loss, argues “consistent with prior years… expects a strong second half weighting”
- By Steven Moore
- 21 November 2024, 07:36
Breedon (#BREE) – four months to 31st October LFL revenue -1%, FY expectations unchanged
- By Steven Moore
- 21 November 2024, 07:33
PZ Cussons (#PZC) – trading “in line with expectations”, progressing with sale of St. Tropez brand and discussions on African business
- By Steven Moore
- 21 November 2024, 07:29
JD Sports Fashion (#JD.) – Q3 update, “now anticipate full year profit to be at the lower end of our guidance range”
- By Steven Moore
- 21 November 2024, 07:23
Wednesday »
Volex – interims, confidence in meeting outlook targets and a possible offer for TT Electronics?
- By Steven Moore
- 20 November 2024, 16:43
James Cropper – I having previously questioned it “repositioned for growth”, a half-year results profit (lack of) warning…
- By Steven Moore
- 20 November 2024, 16:17
A failed fund manager writes about lies (is that his specialist subject?)
- By ShareProphets
- 20 November 2024, 14:59
Tom Winnifrith Bearcast: Under what circumstances do I give up on Optibiotix and switch into Skins?
- By Tom Winnifrith
- 20 November 2024, 14:55
Churchill China – as I warned the half-year results suggested, a profit warning (and it’s ‘material’)
- By Steven Moore
- 20 November 2024, 13:37
EXPOSE: Technology Minerals: Breaking listing rules yet again, something it is not saying!!
- By Tom Winnifrith
- 20 November 2024, 13:32
Predator Oil & Gas, the apparently missing NED and the jumping rats
- By Tom Winnifrith
- 20 November 2024, 12:57
Tom Winnifrith Bonus Bearcast: Today's note from Cavendish on Skinbiotherapeutics is utterly pointless, here's my stab at forecasts
- By Tom Winnifrith
- 20 November 2024, 11:24
Proton Motor Power Systems – states to “orderly wind down” the business, but how “orderly”?…
- By Steven Moore
- 20 November 2024, 10:59
BREAKING: Bushveld Minerals, sack the board GM called, too little too late
- By Tom Winnifrith
- 20 November 2024, 09:50
Proton Motor Power Systems (#PPS) – to wind down the business and proposed AIM cancellation
- By Steven Moore
- 20 November 2024, 07:59
Hummingbird Resources (#HUM) – states “continues to engage constructively with the Coris Parties and their advisers to finalise the subscription agreement”
- By Steven Moore
- 20 November 2024, 07:57
Equals (#EQLS) – Takeover Panel extension to 11th December for consortium to conclude negotiations of arrangements between its members
- By Steven Moore
- 20 November 2024, 07:56
Argo Blockchain (#ARB) – Q3 net loss $6.3m, still vast debt against gross cash of $2.5m
- By Steven Moore
- 20 November 2024, 07:56
Churchill China (#CHH) – “not seen the normal seasonal uplift”, expects FY profit “materially below market expectations”
- By Steven Moore
- 20 November 2024, 07:49
#FRP Advisory – notes H1 “continued growth in revenues and profits”, “confident of achieving full year expectations”
- By Steven Moore
- 20 November 2024, 07:46
Renold (#RNO) – H1 adj. EPS up to 4.2p, “confident of delivering underlying full year results in line with market expectations”
- By Steven Moore
- 20 November 2024, 07:44
Coats (#COA) – four months “sales growth improved to 11%”, expects FY “in line with market expectations”
- By Steven Moore
- 20 November 2024, 07:41
Hill & Smith (#HILS) – four months adj. organic revenue +2%, states “in line with current analyst consensus”
- By Steven Moore
- 20 November 2024, 07:39
Rotork (#ROR) – four months organic constant currency order intake +8% YoY, “in line with management expectations”
- By Steven Moore
- 20 November 2024, 07:36
Tuesday »
Tom Winnifrith Bearcast: Jeremy Clarkson bloody well should pay full IHT
- By Tom Winnifrith
- 19 November 2024, 17:59
Amaroq Minerals – Q3 results and key agreements for upcoming gold production, an upcoming catalysts Buy
- By Steven Moore
- 19 November 2024, 16:35
Calnex Solutions – interims, how confident to be of “expects to close the year in line with current market expectations”?…
- By Steven Moore
- 19 November 2024, 16:25
CML Microsystems – interims, is it really ‘progress showcasing the resilience and adaptability of the business model’?
- By Steven Moore
- 19 November 2024, 14:20
Tom Winnifrith bonus bearcast: ye or me or that idiot Magna Carta of little faith, Eco Buildings and Skinbiotherapeutics
- By Tom Winnifrith
- 19 November 2024, 11:59
Fusion Antibodies – interims argue “now well positioned”, but is it really?…
- By Steven Moore
- 19 November 2024, 11:40
Is China fraud specialist Paul Shackleton doing a bit of a Rachel from Customer services on LinkedIn?
- By ShareProphets
- 19 November 2024, 10:14
November 18 2024 and it is already Dr David Viner day! The global warming is falling fast! Tom Winnifrith
- By Tom Winnifrith
- 19 November 2024, 08:00
Photo Article: the global warming at the Welsh Hovel, Tom Winnifrith
- By Tom Winnifrith
- 19 November 2024, 08:00
SkinBioTherapeutics (#SBTX) – Croda commercial terms finalisation “based on the final testing of the SkinBiotix technology”
- By Steven Moore
- 19 November 2024, 07:59
UK Oil & Gas (#UKOG) – placing and “retail offer” at just 0.025p per share “to fund new H2 storage site”. Hmmm!
- By Steven Moore
- 19 November 2024, 07:57
Victoria (#VCP) – sells ceramic tile manufacturer in Turkey Graniser for €36.8m Enterprise Value
- By Steven Moore
- 19 November 2024, 07:56
Gear4music (#G4M) – H1 loss, argues “well-positioned and prepared for the upcoming peak seasonal trading period”
- By Steven Moore
- 19 November 2024, 07:51
Revolution Beauty (#REVB) – H1 small adj. profit but overall loss, reckons will return to growth in Q4
- By Steven Moore
- 19 November 2024, 07:49
Fonix (#FNX) – “positive” trading “in line with expectations”, “progressing well” with Portugal expansion plans
- By Steven Moore
- 19 November 2024, 07:44
GB Group (#GBG) – H1 adj. EPS up to 7.3p, “underpins” outlook confidence
- By Steven Moore
- 19 November 2024, 07:41
Genuit (#GEN) – expects FY adj. Op profit “broadly in-line with the lower end of analyst expectations”
- By Steven Moore
- 19 November 2024, 07:37
#AVON Technologies – FY adj. EPS up to $0.699, DPS down to $0.233, now sees potential to reach targets a year early
- By Steven Moore
- 19 November 2024, 07:34
Imperial Brands (#IMB) – FY adj. EPS up to 297p, DPS to 153.42p, “remain confident”
- By Steven Moore
- 19 November 2024, 07:28
Monday »
Tom Winnifrith Bearcast: Barclays wastes 15 minutes of my life
- By Tom Winnifrith
- 18 November 2024, 17:34
StreaksAI – interims argue AI technology developments “nearing completion” and “adequate working capital”, BUT…
- By Steven Moore
- 18 November 2024, 16:05
Microlise – “Update on Cyber Security Incident”, how ‘materially’ will trading forecasts and financial position meet expectations?
- By Steven Moore
- 18 November 2024, 14:05
Judges Scientific – expects certain orders now “will not all occur in time to deliver against the expectations”. Uh oh!…
- By Steven Moore
- 18 November 2024, 10:59
Bushveld Minerals: ouzo on cornflakes for the Sheriff of AIM as shares suspended pending clarification
- By Tom Winnifrith
- 18 November 2024, 10:26
The chart that proves oil stocks trump green shite, or does it?
- By ShareProphets
- 18 November 2024, 10:06
Georgina Energy:– today’s cashless warrant exercise is a massive vote of no confidence
- By Tom Winnifrith
- 18 November 2024, 09:52
Christopher Booker, this photo is just so perfect for today's dark times, Tom Winnifrith
- By Tom Winnifrith
- 18 November 2024, 08:00
Bushveld Minerals (#BMN) – with “financial uncertainty”, a turnaround specialist appointed and shares suspended
- By Steven Moore
- 18 November 2024, 07:59
Resolute Mining (#RSG) – signs a protocol for Mali business discussions, working on remaining procedural steps for release of three detained employees
- By Steven Moore
- 18 November 2024, 07:58
Microlise (#SAAS) – “vast majority of customer systems are back online, with some remaining customers conducting their own security verifications before enabling users”
- By Steven Moore
- 18 November 2024, 07:54
Celadon Pharmaceuticals (#CEL) – notes financing delays and sufficient working capital only “through to January”
- By Steven Moore
- 18 November 2024, 07:52
Petrofac (#PFC) – senior secured notes interest forbearance extended to 13th December, argues progressing a ‘financial restructure’ “at pace”
- By Steven Moore
- 18 November 2024, 07:51
Georgina Energy (#GEX) – “Operational Update” is actually an exercise of warrants for nil consideration
- By Steven Moore
- 18 November 2024, 07:50
#IQE – warns “slower than anticipated recovery”, “strategic review” and negotiating “short-term financing”
- By Steven Moore
- 18 November 2024, 07:42
Judges Scientific (#JDG) – profit warning as certain orders now likely to “not all occur in time to deliver against the expectations”
- By Steven Moore
- 18 November 2024, 07:40
#FDM Group – notes lower number of consultants assigned to clients, albeit “in line with its expectations”
- By Steven Moore
- 18 November 2024, 07:37
Begbies Traynor (#BEG) – H1 “positive momentum”, notes higher employment costs and interest rates likely to extend elevated insolvency levels
- By Steven Moore
- 18 November 2024, 07:33
Sunday »
Tern – Yet More Disaster At Wyld….Has It Sold Out Yet?
- By Nigel Somerville
- 17 November 2024, 16:29
Tom Winnifrith Bearcast: Will Southport see Keir Starmer also forced to resign, the gagging is not working! And is today's Georgina expose enough for Jerry Keen to quit?
- By Tom Winnifrith
- 17 November 2024, 16:06
Visual Aid: Top Personal Income Tax Rates in Europe in 2024
- By ShareProphets
- 17 November 2024, 15:54
BREAKING EXPOSE: Georgina Energy, the bogus research report by a firm that does not exist and the criminal charges
- By Tom Winnifrith
- 17 November 2024, 15:39
Sunday Long Reads: No Contact Children, Greek Espionage, Prediction Markets, Academic Raving, Microchip Mobilisation
- By ShareProphets
- 17 November 2024, 10:43
The View From The Montana Log-Cabin As Gold Suffers Continued Trump Dump
- By Nigel Somerville
- 17 November 2024, 10:42
Notes from Underground – Most read articles for the week ending Nov 16
- By ShareProphets
- 17 November 2024, 10:39
Saturday »
#Gowokegobroke: Boots wins the Christmas advert clanger
- By Tom Winnifrith
- 16 November 2024, 20:19
Tom Winnifrith Bearcast: why Rachel Reeves needs to resign NOW
- By Tom Winnifrith
- 16 November 2024, 20:05
EXPOSE: Georgina Energy, the 2020 slide deck and the mystery of the dog that barked
- By ShareProphets
- 16 November 2024, 19:26
Craven House Capital – a technically insolvent company without a material uncertainty warning thanks to Zak Mir's pal
- By Tom Winnifrith
- 16 November 2024, 19:04
AIM Market Statistics for October 2024 - another month of decline on the casino, a 23 year low hit
- By Tom Winnifrith
- 16 November 2024, 18:08
Friday »
Kefi – Saudi Arabia interests dilution, though remaining interest set for “a significant premium” realisation to that
- By Steven Moore
- 15 November 2024, 17:59
Creightons – half year profitability in excess of the prior full-year from this winning share tip
- By Steven Moore
- 15 November 2024, 16:37
TT Electronics – possible offer proposals, but rejected and currently “no ongoing discussions”
- By Steven Moore
- 15 November 2024, 16:29
Solid State – after just last week ‘expects particularly defence sector orders to meet market expectations’, now a prominent defence order programme “paused”!
- By Steven Moore
- 15 November 2024, 14:47
BREAKING: Rachel Reeves MP – is it from bad to worse on her CV fabrication? Is Kev Gillett for real?
- By ShareProphets
- 15 November 2024, 14:40
Hellenic Dynamics: loan still not arrived I guess Peterhouse and Cairn think lying is all fine and dandy
- By Tom Winnifrith
- 15 November 2024, 13:06
Tekcapital: yet another placing and more mendacity for the vicar?
- By Tom Winnifrith
- 15 November 2024, 12:49
Tom Winnifrith Podcast: Radio 4's Today on Bobby Kennedy, University Funding and the slowing UK economy, it's all fake news!
- By Tom Winnifrith
- 15 November 2024, 08:00
Volex (#VLX) – notes possible cash and shares offer proposals to TT Electronics (#TTG), whose board “has declined to engage”
- By Steven Moore
- 15 November 2024, 07:59
Hellenic Dynamics (#HELD) – €1m loan announced in April still “has not been received” and “now exploring alternative financing options”!
- By Steven Moore
- 15 November 2024, 07:57
Volex (#VLX) – H1 adj. EPS up to $0.152, DPS to 1.5p, “reiterates confidence”
- By Steven Moore
- 15 November 2024, 07:56
Victoria (#VCP) – argues “positive leading indicator data” but admits “off a very low base” and assessing refinancing options
- By Steven Moore
- 15 November 2024, 07:53
Audioboom (#BOOM) – states “ahead of the recently upgraded market expectation”, but just emphasises adjusted EBITDA
- By Steven Moore
- 15 November 2024, 07:48
Amaroq Minerals (#AMRQ) – “key agreements” in advance of gold production including for processing and offtake
- By Steven Moore
- 15 November 2024, 07:46
Altitude (#ALT) – notes H1 growth, “remains in line with the board's expectations for the full financial year”
- By Steven Moore
- 15 November 2024, 07:41
Solid State (#SOLI) – ‘materially below expectations’ warning as “expenditure on a prominent defence order programme has been paused”
- By Steven Moore
- 15 November 2024, 07:39
Record (#REC) – H1 EPS up to 2.58p, DPS maintained at 2.15p, trading “in line with the board's expectations”
- By Steven Moore
- 15 November 2024, 07:36
MJ Gleeson (#GLE) – AGM Trading Update, states results “will be more weighted to the second half than usual”. Hmmm
- By Steven Moore
- 15 November 2024, 07:31
Thursday »
HeiQ – ‘preparing for a capital raise in the coming weeks open to all shareholders’. Er, I wonder why!…
- By Steven Moore
- 14 November 2024, 17:10
TT Electronics – expects full-year “at the lower end of… previously stated range”, but that’s a range already lowered less than two months ago
- By Steven Moore
- 14 November 2024, 16:19
Tom Winnifrith Bearcast: Mad Welshmen and the dogs and maybe Pierro is right
- By Tom Winnifrith
- 14 November 2024, 14:57
Zytronic – having last month emphasised “material growth opportunity” of its transformation plan, now to seek a solvent liquidation!
- By Steven Moore
- 14 November 2024, 14:39
Video: Why Uranium, Gold and Silver are the Actual Winners of the US Election
- By Tom Winnifrith
- 14 November 2024, 13:45
ActiveOps – having been an AIM Awards 2024 nominee, results disappointment (natch!)
- By Steven Moore
- 14 November 2024, 11:23
Oracle Power: shares already below placing price the sheer pointlessness of it
- By Tom Winnifrith
- 14 November 2024, 11:22
boohoo (#BOO) – raises £39.3m at 31p per share, “up to” £6m “retail offer”
- By Steven Moore
- 14 November 2024, 07:59
Zytronic (#ZYT) – following strategic review, “will now seek a sale and/or wind down of the group assets”
- By Steven Moore
- 14 November 2024, 07:59
#HEIQ – “Update on Delisting and Potential Capital Raise”, delisting scheduled for 19th November
- By Steven Moore
- 14 November 2024, 07:58
Young & Co's (#YNGA) – H1 adj. EPS up to 36.72p, DPS to 11.53p, notes “Government's budget will result in significant increased costs for our industry”
- By Steven Moore
- 14 November 2024, 07:52
WH Smith (#SMWH) – FY adj. EPS up to 89.3p, DPS to 33.6p, “new financial year has started well”
- By Steven Moore
- 14 November 2024, 07:50
Burberry (#BRBY) – H1 swing to even adj. loss, notes H2 “important festive trading period” uncertainty considering “uncertain macroeconomic environment”
- By Steven Moore
- 14 November 2024, 07:47
TT Electronics (#TTG) – “expects FY24 adjusted operating profit to be at the lower end of our previously stated range of £37m-42m”
- By Steven Moore
- 14 November 2024, 07:41
Stelrad (#SRAD) – incremental early signs of a recovery in volumes within selected European markets, FY guidance unchanged
- By Steven Moore
- 14 November 2024, 07:39
B&M (#BME) – H1 adj. EPS down to 14.7p, DPS up to 5.3p, “confident in our outlook for the second half”
- By Steven Moore
- 14 November 2024, 07:35
Premier Foods (#PFD) – H1 adj. EPS up to 5.3p, “on track to deliver on full year expectations”
- By Steven Moore
- 14 November 2024, 07:32
Wednesday »
Ariana Resources – loan to further advance Dokwe project ahead of Australia dual-listing, Buy
- By Steven Moore
- 13 November 2024, 16:22
Gelion – “Produces Solid-State Separator”, again attempted ramptastic?
- By Steven Moore
- 13 November 2024, 16:14
A reader reports Roast PR to the FCA over a new porky pie but nothing will happen
- By Tom Winnifrith
- 13 November 2024, 14:44
Tom Winnifrith Bearcast: Just Eat and Grub Hub show fund managers even bigger morons than Bulletin Board Morons as $7.3bn turned into $650m
- By Tom Winnifrith
- 13 November 2024, 14:20
Ten Lifestyle – states “pleased to announce” full-year results, but what’s ‘pleasing’ about them?
- By Steven Moore
- 13 November 2024, 14:19
Biome Technologies – after September-argued “challenges… progressing towards resolution”, already another trading warning!
- By Steven Moore
- 13 November 2024, 11:42
Tom Winnifrith Bonus Bearcast: Revenge of the knicker wetters and Kefi which can now escape a placing and here's how
- By Tom Winnifrith
- 13 November 2024, 10:42
Optibiotix: would you Adam & Eve it? How is Neil Davidson not a trougher who misleads?
- By Tom Winnifrith
- 13 November 2024, 09:29
EXPOSED: The lies and smears of Zak Mir and David Burton on behalf of Georgina Energy
- By ShareProphets
- 13 November 2024, 08:53
Has the election of President Trump killed the gold bull market? What the gurus say
- By Tom Winnifrith
- 13 November 2024, 08:50
#SRT Marine Systems – fundraising to raise up to £8.5m at 35p per share
- By Steven Moore
- 13 November 2024, 07:59
#KEFI Gold & Copper – to remove outstanding exploration liabilities in Saudi Arabia by falling to 15% of joint venture, potential sale of this residual shareholding
- By Steven Moore
- 13 November 2024, 07:58
Creightons (#CRL) – H1 “small reduction in revenue” but estimates pre-tax profit “notably higher” than corresponding prior year period
- By Steven Moore
- 13 November 2024, 07:52
Fuller, Smith & Turner (#FSTA) – H1 adj. EPS up to 21.81p, DPS to 7.41p, 32 weeks LFL sales +5.4%
- By Steven Moore
- 13 November 2024, 07:48
Craneware (#CRW) – growth “in line with current market expectations”, non-executive director changes
- By Steven Moore
- 13 November 2024, 07:45
Castings (#CGS) – H1 EPS down to 7.07p, DPS up to 4.21p, FY demand schedules continue to reflect heavy truck lower build rates
- By Steven Moore
- 13 November 2024, 07:42
Dowlais (#DWL) – ten months constant currency revenue -6.1% YoY, expects continued market volatility next year
- By Steven Moore
- 13 November 2024, 07:38
Tatton Asset Management (#TAM) – H1 adj. EPS up to 13.67p, DPS to 9.5p, “remain on track to meet the board's expectations for the full year”
- By Steven Moore
- 13 November 2024, 07:32
Experian (#EXPN) – H1 adj. EPS up to $0.76, DPS to $0.1925, expects FY margin accretion towards upper end of +30 to +50 basis points range
- By Steven Moore
- 13 November 2024, 07:29
Just Eat Takeaway.com (#JET) – agreement to sell Grubhub for $650m Enterprise Value
- By Steven Moore
- 13 November 2024, 07:23
Tuesday »
Tom Winnifrith Bearcast: Tomorrow I expose Zak Mir and David Burton with their pants down
- By Tom Winnifrith
- 12 November 2024, 17:19
Marks Electrical – after late-June “optimism for the year ahead”, already now a material profit warning!
- By Steven Moore
- 12 November 2024, 16:20
Comparing farmers today to 1980s miners is duff economics and shows the class hatred that really fuels the left
- By Tom Winnifrith
- 12 November 2024, 13:55
Zoo Digital – interims, states it believes it has sufficient working capital “for the foreseeable future” but for how long likely is that?
- By Steven Moore
- 12 November 2024, 13:39
BREAKING EXPOSE: Roast PR Limited, the alleged Zambian gold fraud, Colin Bird and while Roast profits readers lose out
- By Tom Winnifrith
- 12 November 2024, 12:10
BREAKING: Georgina Energy and Mark Wallace and the 2013 fraud allegations
- By Tom Winnifrith
- 12 November 2024, 11:21
Facilities by ADF – as I cautioned, profit warning. To do with UK Budget and US election uncertainty or more?…
- By Steven Moore
- 12 November 2024, 11:20
Tom Winnifrith bonus bearcast: you cannot make a silk purse from a sow's ear, the tale of UK onshore oil and Union Jack Oil
- By Tom Winnifrith
- 12 November 2024, 11:04
Metro Bank (#MTRO) – £16.7m fine for “financial crime failings”
- By Steven Moore
- 12 November 2024, 07:59
Union Jack Oil (#UJO) – “planning permission for the Wressle development… has been formally rescinded”
- By Steven Moore
- 12 November 2024, 07:57
4imprint (#FOUR) – FY PBT expectations “remain unchanged and are within the current range of analysts' forecasts at just over $150m”
- By Steven Moore
- 12 November 2024, 07:55
Facilities by #ADF – warns as a significant number of productions start dates delayed to next year and “some” will not proceed at all
- By Steven Moore
- 12 November 2024, 07:53
#ZOO Digital – H1 $2.6m loss and “visibility of Q4 orders remains limited”, even gross cash down to $4.3m
- By Steven Moore
- 12 November 2024, 07:49
Cake Box (#CBOX) – H1 EPS up to 5.18p, DPS to 3.40p, “on track” for FY “in line with market expectations”
- By Steven Moore
- 12 November 2024, 07:46
Marks Electrical (#MRK) – H1 adj. EPS down to 0.72p, DPS maintained at 0.30p, FY profit warning
- By Steven Moore
- 12 November 2024, 07:43
McBride (#MCB) – “strong” trading in line with market expectations, though cautious including of commodity markets adversely impacting input costs
- By Steven Moore
- 12 November 2024, 07:40
Franchise Brands (#FRAN) – expects FY adj. EBITDA at lower end of expectations as “anticipated recovery in project work is now not expected until next year”
- By Steven Moore
- 12 November 2024, 07:36
Oxford Instruments (#OXIG) – H1 adj. EPS down to 44.7p, DPS up to 5.1p, H2 “expect to deliver our typical stronger trading performance”
- By Steven Moore
- 12 November 2024, 07:31
Monday »
BREAKING: Georgina Energy, Antony Hamilton and the undischarged bankruptcy he neglected to mention
- By Tom Winnifrith
- 11 November 2024, 16:35
Tom Winnifrith Bearcast: the wording at Dialight terrifies me as CFO walks
- By Tom Winnifrith
- 11 November 2024, 16:34
Dialight – after a week ago “confirms” half-year results for today, it’s now CFO leaves “with immediate effect” instead!
- By Steven Moore
- 11 November 2024, 16:19
Various Eateries – argues “a strong position” with a “healthy” financial position. Really?…
- By Steven Moore
- 11 November 2024, 13:53
Roast PR: Bent journalism and a 12 stock kiss of death list
- By Tom Winnifrith
- 11 November 2024, 13:12
Westminster Group and the most dreaded words in the English Corporate language
- By Tom Winnifrith
- 11 November 2024, 12:46
Hemogenyx raises £600,000 it is still bust within weeks and this stinks
- By Tom Winnifrith
- 11 November 2024, 12:09
Tom Winnifrith bonus Bearcast: gold, country risk, not a death spiral, Resolute and Ariana
- By Tom Winnifrith
- 11 November 2024, 11:14
Forterra – trading only “broadly in line” and price increases challenges ahead?
- By Steven Moore
- 11 November 2024, 10:59
Resolute Mining (#RSG) – confirms “CEO, Terence Holohan, and two other employees, have been detained in Mali by Government Officials”
- By Steven Moore
- 11 November 2024, 07:59
Aquis Exchange (#AQX) – recommended 727p per share offer from SIX Exchange Group
- By Steven Moore
- 11 November 2024, 07:59
Dialight (#DIA) – CFO Carolyn Zhang “has stepped down… for personal reasons and will be leaving the company, with immediate effect”
- By Steven Moore
- 11 November 2024, 07:54
GreenX Metals (#GRX) – Poland lodges request to set-aside arbitration award “on the basis of jurisdictional aspects of the award and procedural unfairness”
- By Steven Moore
- 11 November 2024, 07:52
Ariana Resources (#AAU) – up to $5m loan agreement to advance Dokwe project
- By Steven Moore
- 11 November 2024, 07:50
NatWest (#NWG) – second buy back of government shares of 2024, for £1bn
- By Steven Moore
- 11 November 2024, 07:46
Cavendish Financial (#CAV) – H1 adj. EPS 0.4p, DPS 0.3p, “market conditions have yet to improve significantly post the general election”
- By Steven Moore
- 11 November 2024, 07:44
Kainos (#KNOS) – H1 adj. EPS edged up to 22.5p, DPS up to 9.3p, notes “poor macro-economic conditions and delayed UK Government decision-making”
- By Steven Moore
- 11 November 2024, 07:42
Various Eateries (#VARE) – FY “small positive adjusted EBITDA”, hit outs at Budget “further major blow to a struggling industry”
- By Steven Moore
- 11 November 2024, 07:39
Forterra (#FORT) – “year to date revenues were 5% below the 2023 comparative”, maintains FY adj. EBITDA expectation of “around £50m”
- By Steven Moore
- 11 November 2024, 07:35
Sunday »
Tom Winnifrith bearcast: Resolute bosses arrested, Georgina's bosses should be
- By Tom Winnifrith
- 10 November 2024, 19:42
Visual Aid: Top 10 Countries by Value of All Their Natural Resources
- By ShareProphets
- 10 November 2024, 11:30
The View From The Montana Log-Cabin As Gold Slips On Trump Election Result
- By Nigel Somerville
- 10 November 2024, 11:20
Sunday Long Reads: Lying Researcher, Old Film Future, Tankers vs Whales, Buttons are Back, Non-Nigel Cabin on the Mountain
- By ShareProphets
- 10 November 2024, 11:14
Notes from Underground – Most read articles for the week ending Nov 9
- By ShareProphets
- 10 November 2024, 08:50
Saturday »
Jubilee Metals – “Operational Update”, a Q1 and outlook positives BUY
- By Tom Winnifrith
- 9 November 2024, 17:15
Tom Winnifrith Bearcast: Jubilee to more than double and Neil Woodford's oil bearishness overcooked
- By Tom Winnifrith
- 9 November 2024, 12:40
A disgraced fund manager turned share blogger warns about oil, bullish on Trump, UK shares and China
- By ShareProphets
- 9 November 2024, 09:48
Tom Winnifrith podcast: Democrats should stop panicking and screaming but need to think about lessons they must learn
- By Tom Winnifrith
- 9 November 2024, 00:48
Empresaria – “sale of non-core subsidiary”, but still group financial concern?…
- By Steven Moore
- 8 November 2024, 16:15
Mkango Resources: good companies just do not behave like this
- By Tom Winnifrith
- 8 November 2024, 14:49
CyanConnode – interims, was the fundraising to enhance growth and operational capabilities or mainly to keep the lights on for a bit longer?
- By Steven Moore
- 8 November 2024, 14:32
Tom Winnifrith Bearcast; Reporting back alive, good cancer news but...
- By Tom Winnifrith
- 8 November 2024, 14:27
Argo Blockchain: No it really is a zero, a 'fess up and an AI spoof, 0p here we come
- By Tom Winnifrith
- 8 November 2024, 10:09
Mkango Resources (#MKA) – expected admission of placing shares delayed to “on or around 22 November… due to administrative delays”
- By Steven Moore
- 8 November 2024, 07:59
BSF Enterprise (#BSFA) – “Portfolio Update”, attempted ramptastic
- By Steven Moore
- 8 November 2024, 07:59
Indivior (#INDV) – states “focused on acting in the best interests of all shareholders as we continue to execute on our strategy” in response to letter from Oaktree Capital Management
- By Steven Moore
- 8 November 2024, 07:55
TI Fluid Systems (#TIFS) – Takeover Panel extension for finalisation of due diligence, financing and transaction documentation
- By Steven Moore
- 8 November 2024, 07:46
Empresaria (#EMR) – sale of its 51% interest in Fines Tokyo for a repaid JPY50 million (c.£0.253m) intercompany balance
- By Steven Moore
- 8 November 2024, 07:43
Serco (#SRP) – unsuccessful in rebidding for Australia immigration contract and also notes UK Government budget tax changes impact
- By Steven Moore
- 8 November 2024, 07:39
International Consolidated Airlines (#IAG) – notes Q3 growth and “demand remains strong across our airlines”
- By Steven Moore
- 8 November 2024, 07:34
Rightmove (#RMV) – “in line to meet market expectations”, emphasises “looking ahead with confidence”
- By Steven Moore
- 8 November 2024, 07:29
Vistry (#VTY) – £165m South Division cost issues additional profit impact and group “reduced expectations for completions in the year”
- By Steven Moore
- 8 November 2024, 07:25
Thursday »
BREAKING: Argo Blockchain ‘fess up – delayed to an attempted no one watching o’clock and even then attempted obfuscation!
- By Steven Moore
- 7 November 2024, 17:35
Kefi Gold & Copper – increased proposed bank loan facilities for Tulu Kapi, Strong Buy
- By Steven Moore
- 7 November 2024, 16:35
TPXimpact – CFO appointment, to ‘create lasting shareholder value’?
- By Steven Moore
- 7 November 2024, 16:25
DSW Capital – 'Beat the Budget' transactions boost, but what’s the outlook from here?…
- By Steven Moore
- 7 November 2024, 14:20
Tom Winnifrith Bearcast: a 1 in 15000 chance this is the last one ever
- By Tom Winnifrith
- 7 November 2024, 13:38
Hummingbird it’s almost game over, watch out Celadon there is a lesson for you
- By Tom Winnifrith
- 7 November 2024, 13:15
Fadel Partners – having been AIM Awards-shortlisted for “Best Newcomer” last year, ‘Update to Trading Expectations’ is downwards (natch!)…
- By Steven Moore
- 7 November 2024, 11:44
CAB Payments (#CABP) – StoneX “does not intend to make an offer”
- By Steven Moore
- 7 November 2024, 08:00
#DSW Capital – October “exceptionally strong levels of M&A activity and completions”, increases guidance
- By Steven Moore
- 7 November 2024, 07:58
Trainline (#TRN) – H1 adj. EPS up to 9.9p, notes improved guidance
- By Steven Moore
- 7 November 2024, 07:55
Rolls-Royce (#RR.) – “confidence in the delivery of our 2024 guidance despite a supply chain environment which remains challenging”
- By Steven Moore
- 7 November 2024, 07:53
S4 Capital (#SFOR) – Q3 LFL net revenue -12.6% YoY, “primarily reflecting lower activity in both Content and one of the larger Technology Services clients”
- By Steven Moore
- 7 November 2024, 07:51
#AUTO Trader – H1 adj. EPS up to 15.56p, DPS to 3.5p, though “now expect the stock lever to be slightly negative for the full year”
- By Steven Moore
- 7 November 2024, 07:49
#ITV – Q3 update, argues confidence will deliver increased profit this year but that with further cost savings
- By Steven Moore
- 7 November 2024, 07:46
J Sainsbury (#SBRY) – H1 adj. EPS edged up to 10.7p, DPS maintained at 3.9p, remains confident in forecasts
- By Steven Moore
- 7 November 2024, 07:44
Howden Joinery (#HWDN) – since half year LFL revenue -1.9% YoY, expects FY PBT “at the lower end” of analysts' consensus forecasts range
- By Steven Moore
- 7 November 2024, 07:39
Taylor Wimpey (#TW.) – “trading in line with expectations”, argues “well positioned for growth from 2025, assuming supportive market conditions”
- By Steven Moore
- 7 November 2024, 07:34
Wednesday »
Tom Winnifrith Bearcast No 2: this strategic review could be amazingly good news
- By Tom Winnifrith
- 6 November 2024, 18:11
Aptamer – “pleased to report that the sustained focus of our commercial team continues to bear fruit”. Er, does it?…
- By Steven Moore
- 6 November 2024, 17:35
Westminster: classic bullshit from loathsome ex Tory MP and penny share spiv Tony Baldry
- By Tom Winnifrith
- 6 November 2024, 16:44
Microlise – “confident that no customer systems data has been compromised”, but employee data?…
- By Steven Moore
- 6 November 2024, 16:35
A disgraced and failed fund manager on Trump's win and China
- By ShareProphets
- 6 November 2024, 14:40
Solid State – argues “trading in-line with market expectations for the full year”, but how much really so?…
- By Steven Moore
- 6 November 2024, 14:40
Surface Transforms – “Directorate Change”, why ANOTHER share price slump?…
- By Steven Moore
- 6 November 2024, 11:20
Tom Winnifrith Bearcast No 1: GroupThink, Donald Trump and Kefi
- By Tom Winnifrith
- 6 November 2024, 09:59
Georgina Energy (#GEX) – “Operational Update”, attempted ramptastic
- By Steven Moore
- 6 November 2024, 07:59
#KEFI Gold & Copper – “initial committee approval granted by second co-lending bank for increased amount”
- By Steven Moore
- 6 November 2024, 07:59
Microlise (#SAAS) – “Update on Cyber Security Incident”, expects services “essentially back to normal” by end of next week
- By Steven Moore
- 6 November 2024, 07:57
Empyrean Energy (#EME) – £1.12m equity raise at 0.1p per share, also an up to £0.25m “retail offer”
- By Steven Moore
- 6 November 2024, 07:56
Blencowe Resources (#BRES) – £1.5m equity raise at 4p per share with warrants
- By Steven Moore
- 6 November 2024, 07:55
YouGov (#YOU) – FY adj. EPS down to 29.4p, DPS +3% to 9p, current year trading “broadly in line with the prior year”
- By Steven Moore
- 6 November 2024, 07:49
J D Wetherspoon (#JDW) – 14 weeks LFL sales +5.9% YoY, “cost inflation… has now jumped substantially again following the budget”
- By Steven Moore
- 6 November 2024, 07:45
Domino's Pizza (#DOM) – Q3 update, “expect FY24 Underlying EBITDA to be in the range of current market expectations”
- By Steven Moore
- 6 November 2024, 07:40
Marks & Spencer (#MKS) – H1 adj. EPS up to 14.7p, DPS maintained at 1p, “confident of making further progress in the remainder of the year”
- By Steven Moore
- 6 November 2024, 07:37
Persimmon (#PSN) – Q3 “in-line with expectations”, argues “well positioned for continuing market improvement”
- By Steven Moore
- 6 November 2024, 07:33
Tuesday »
Distil – interims, was recent discounted equity raise to “provide working capital”?…
- By Steven Moore
- 5 November 2024, 17:25
Amaroq Minerals – 2024 exploration update, this winning 73p offer price tip still a Buy
- By Steven Moore
- 5 November 2024, 16:40
Itaconix – “pleased to provide” trading update, but how ‘pleasing’ is it really?…
- By Steven Moore
- 5 November 2024, 16:21
Aferian – emphasises trading improvement and “well-positioned”, but how much so really?…
- By Steven Moore
- 5 November 2024, 14:34
EnSilica – full-year results argue “from both a financial and operational perspective… remains well positioned”. Er, does it?!…
- By Steven Moore
- 5 November 2024, 11:40
Victoria now just 93p, target remains 0p: a 20 red flag check list
- By Tom Winnifrith
- 5 November 2024, 11:24
Tom Winnifrith bonus bearcast: serial deceit and lying at Predator as it places
- By Tom Winnifrith
- 5 November 2024, 09:31
Preparing for election night at the Welsh Hovel, I’ll be stewing some apples, Tom Winnifrith
- By Tom Winnifrith
- 5 November 2024, 08:00
Argo Blockchain (#ARB) – “October Operational Update”, notes “mining revenue” up to $3m but bottom-line financials dare not speak their name
- By Steven Moore
- 5 November 2024, 07:57
Sosandar (#SOS) – homeware range licensing agreement with Next (#NXT), no financials (natch!)
- By Steven Moore
- 5 November 2024, 07:52
Aferian (#AFRN) – notes H2 revenue improvement, “continue to expect a reduction to net debt by year-end”
- By Steven Moore
- 5 November 2024, 07:48
Morgan Advanced Materials (#MGAM) – warns current outlook deterioration, expanding “simplification programme” and commencing “up to £40m” share buyback
- By Steven Moore
- 5 November 2024, 07:46
#WEIR – “order pipeline converting as expected”, FY guidance reiterated
- By Steven Moore
- 5 November 2024, 07:41
TP ICAP (#TCAP) – Q3 revenue +9%, “comfortable with FY 2024 market expectations for adjusted EBIT, subject to the impact of FX movements”
- By Steven Moore
- 5 November 2024, 07:39
Hilton Food (#HFG) – notes Q3 progress, “confident in delivering our full year in line with our expectations”
- By Steven Moore
- 5 November 2024, 07:36
Associated British Foods (#ABF) – FY adj. EPS up to 196.9p, DPS to 90p including 27p special dividend
- By Steven Moore
- 5 November 2024, 07:33
Christie (#CTG) – sale of its Orridge stocktaking business for initial £4m and up to a further £1m
- By Steven Moore
- 5 November 2024, 07:30
Monday »
Empresaria – states a disposal as part of “previously announced plan”, but how useful?
- By Steven Moore
- 4 November 2024, 17:29
Feedback plc – argues “successful fundraising”. Er, what about the 55% discount?!
- By Steven Moore
- 4 November 2024, 16:25
Video with Rick Rule: The Inevitability of the Gold Price Rise
- By Tom Winnifrith
- 4 November 2024, 14:53
Predator; when is the discounted bailout placing? Target from 6.25p, 3p within months
- By Tom Winnifrith
- 4 November 2024, 14:25
EnSilica – “pleased to announce” a new debt facility now, I wonder why…
- By Steven Moore
- 4 November 2024, 13:59
ProBiotix Health – wins at requisitioned General Meeting, now time for reconciliation
- By Tom Winnifrith
- 4 November 2024, 12:34
Tom Winnifrith bearcast: a trans moral quandry for daughter 2
- By Tom Winnifrith
- 4 November 2024, 12:12
Vianet – half-year update argues “in line with management's expectations”, but suggests demanding second half requirements!
- By Steven Moore
- 4 November 2024, 11:29
Feedback (#FDBK) – proposed bailout fundraising for up to £6.3m
- By Steven Moore
- 4 November 2024, 07:59
EnSilica (#ENSI) – “new debt facility to refinance its existing external loan facilities”, “up to £9 million… to November 2029”
- By Steven Moore
- 4 November 2024, 07:53
Clean Power Hydrogen (#CPH2) – following prior licence agreement termination, GHFG legal action now also terminated
- By Steven Moore
- 4 November 2024, 07:51
Zotefoams (#ZTF) – Q3 update, expects FY “to be in line with current market expectations”
- By Steven Moore
- 4 November 2024, 07:47
Vianet (#VNET) – H1 growth “in line with management's expectations”, looking ahead with confidence
- By Steven Moore
- 4 November 2024, 07:45
#WIZZ Air – October booked passengers +4.1% YoY, load factor +0.4ppts to 92.9%
- By Steven Moore
- 4 November 2024, 07:42
DP Poland (#DPP) – Q3 update only emphasising sales growth, states “expects to be in line with market expectations for 2024”
- By Steven Moore
- 4 November 2024, 07:40
Water Intelligence (#WATR) – reacquisition of Dallas franchise for initial $5m and up to $12m with also stock options
- By Steven Moore
- 4 November 2024, 07:37
#DSW Capital – acquisition of primary care solicitors DR for £6.1m in cash and shares
- By Steven Moore
- 4 November 2024, 07:29
Sunday »
Nexus Infrastructure – diversifying acquisition and recovery potential, our share tip is ahead but still a BUY
- By Tom Winnifrith
- 3 November 2024, 19:11
Time left: 06:38:41