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Lloyds - you cannot eat relative performance...but still bet on the black horse
By Chris Bailey | Wednesday 20 February 2019
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.
I called Lloyds Banking Group (LLOY) shares 'boring' and 'worthy' a year ago... but even adding back the dividend I am still down about 10% over the last year from that comment. So far from the greatest call, even if most of the rest of the financial sector has fared worse. As an old boss once said to me 'you can't eat relative performance'…
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Filed under:
- Lloyds Banking Group
- LLOY
- dividend
- UK economy
- MBNA
- share buyback
- return on underlying tangible equity
- net interest margin
Market News
#KEFI Gold & Copper – confirms £10.6m capital raise at 0.55p per share
3 December 2024, 07:59Marston's (#MARS) – FY adj. EPS up to 5.2p, current year first 6 weeks LFL sales +3.9%
3 December 2024, 07:56#WIZZ Air – November booked passengers +1.7% YoY, load factor +3.1ppts to 91.5%
3 December 2024, 07:45Complete Coverage
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Monday »
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Dialight – interims argue “confident that further progress will be made in the second half”, but sufficient for the balance sheet position?…
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#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”
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Dialight (#DIA) – H1 another even adj. pre-tax loss, notes macroeconomic ‘caution’
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Kingfisher (#KGF) – Q3 LFL sales -1.1% YoY, “expect adjusted PBT of c.£510m to £540m (previously c.£510m to £550m)”
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- 25 November 2024, 07:36
Benchmark (#BMK) – agreement to sell genetics business for £230m and up to further £30m
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Anglo American (#AAL) – agreement to sell steelmaking coal mines in Australia for US$2.775bn and up to total US$3.775bn
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Sunday »
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- 24 November 2024, 14:05
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Saturday »
National World – saga continues as possible offerer Media Concierge warns it on “false and misleading statements”!
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- 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…
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- 22 November 2024, 15:25
Tom Winnifrith Bearcast: Hemogenyx you guys are taking the piss!
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A failed fund manager offers his great thoughts on Jaguar and its relaunch
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- 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
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Letter to the FCA demanding suspension of the trading in the shares of the technically insolvent Supply@ME Capital fraud
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Coats Group – “continued momentum with double-digit sales growth”, but still looks to offer value
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Webis: Jim Mellon takes it private, in reality shareholders’ equity already worthless
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Webis (#WEB) – proposed AIM cancellation, to “reduce costs and protect shareholder value”
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TI Fluid Systems (#TIFS) – Takeover Panel extension to 29th November for ABC Technologies “to finalise financing and other arrangements”
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#LPA – weaker H2 YoY due to delayed orders, FY adj. “breakeven… in line with previous guidance”
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#RTC Group – “continue to drive growth” and “remain confident in our ability to capture further value”
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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: 06:46:41