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EPIC code: KCT

Kin and Carta – trading update, how’s the market's “need” for its digital capabilities now?...

By Steve Moore | Monday 21 September 2020

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.

Digital-focused consulting, software engineering and marketing company Kin and Carta (KCT) now “expect revenue and profits for the financial year to be slightly ahead of the expectations provided in our July update” and “early signs of improvement in client activity, pipeline and continued traction with our strategic partners give us confidence in the company’s future prospects”. Sounds encouraging… though, of course, it depends on what the expectations were…

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ACT

Actual Experience – if contract extension announcement not sufficiently ramptastic initially… announce it again?!

 

OPTI

My 5 takeaways on the Optibiotix presentation yesterday

 

JMAT

Call me woke, but I still like Johnson Matthey shares

 

NFX

Nuformix – “pleased to announce” auditor appointment. About time... and how’s going concern looking?

 

LFT

Zak Mir does comedy, bent journalism & charting in his nappies - update from Lift Global Ventures

 

OHT

Ocean Harvest Technology and the departing CFO – surely a red flag?

 

Crime-Scene

Crime DOES Pay - Rob Terry expands his food and drink empire at Quob Park, buying the Square Cow

 

Clown

Go Woke Go Broke: #BoycottTarget - $8 billion up in smoke

 

CINE

Cineworld (#CINE) – “Chapter 11” progress update, reiterates for equity holders “does not provide for any recovery”

 

LSEG

London Stock Exchange (#LSEG) – CFO Anna Manz to step down for a CFO role outside the industry, process to identify successor “underway”

 

CHRT

Cohort (#CHRT) – FY “slightly ahead of expectations on higher revenue”

 

FEVR

Fevertree Drinks (#FEVR) – notes revenue growth, though relying on progressing margin improvements to meet earnings expectations

 

PETS

#PETS At Home – FY adj. EPS +8%, DPS +8%, notes continued positive trading

 

HEAD

Headlam (#HEAD) – four months revenue +3.4% YoY, though reduced gross margin

 

TATE

#TATE & Lyle – FY adj. EPS +10%, DPS to 18.5p, expects continued progress in current year

 

RWI

Renewi (#RWI) – FY adj. EPS -9%, anticipates improving cash position with a dividend for the now current year

 

JMAT

Johnson Matthey (#JMAT) – FY adj. EPS -16%, DPS maintained, notes macro impacts

 

AJB

AJ Bell (#AJB) – H1 EPS up to 8p, DPS to 3.5p, argues well positioned

Wednesday »

Bearcast

Tom Winnifrith Bearcast: Lunch with Ray Ingleby

 

VEL

Velocity Composites – half-year trading update, benefits from “investment in growth” to come through?

 

TMOR

Doc Holliday does his conkers on More Acquisitions but its statement just does not add up.

 

SND

Sondrel – 2022 results emphasising “successful IPO”. Er, what about the missed forecasts and share price fall?!

 

AMC

Amur Minerals – surely an RNS is due? What is disgraced Nomad SP Angel playing at? Is this a sure fire bargain?

 

MKS

Marks & Spencer has finally hit the 2020s (positively)

 

THS

Tharisa – interims, a still cash-generating value BUY

 

Boom

Video: The West Will Go the Way of Debt Implosion & Inflation

 

TechCast

Techcast: Understanding AI Episode 3 of 12 - Computer Animation, Music & the Creative Industries

 

IGG

This Brill Broker could See a Surge in Profits if the Footsie Footpedal Hits the Gas

 

Crime-Scene

CMA provisionally finds traders at Citi, Deutsche Bank, HSBC, Morgan Stanley and Royal Bank of Canada broke competition law on UK bonds

 

CTPT

LondonMetric Property (#LMP) – recommended offer for CT Property Trust (#CTPT) of 0.455 new shares per share

 

SDX

#SDX Energy – notes management appointments and believes local suspended “senior employee” allegations “substantially without merit and are being dealt with”

 

BONH

Bonhill (#BONH) – exchanged contracts for sale of InvestmentNews business for $4.1m

 

FOUR

4imprint (#FOUR) – 2023 progress “running in line with the board's expectations”

 

MKS

Marks & Spencer (#MKS) – FY adj. EPS -17%, emphasises improvements and plan to restore dividend this year

 

SSE

#SSE – FY adj. EPS +75%, DPS +13%, emphasises 'Net Zero Acceleration Programme Plus'

 

MAB1

Mortgage Advice Bureau (#MAB1) – Q1 mortgage completions slightly down, “early signs of increasing activity”

 

KGF

Kingfisher (#KGF) – Q1 LFL sales -3.3%, “improved trading since early April”

 

CCR

C&C (#CCR) – FY adj. EPS up to €0.134, DPS €0.0379, current trading challenges

Tuesday »

EZJ

easyJet – interims, an “enter the summer with confidence” Buy?

 

PYC

Physiomics – “would like to update the market on current trading”. I doubt it ‘would like to’…

 

Bearcast

Tom Winnifrith Bearcast - how on earth did Wishbone's Richard Poulden get into Oxford?

 

EMR

Empresaria – having in August last year been “optimistic about the year ahead”, how’s an AGM trading update now?

 

Gold

Video: The Recipe for $2700 Gold

 

Bear

TINGO Part 1: The Rogues Gallery

 

CWK

I still don’t eat much meat but maybe I should continue buying Cranswick shares

 

ETP

Eneraqua Technologies – “pleased to announce” results. Er, what about the massive profit warning for the current year?!

 

LOGP

Lansdowne Oil & Gas – was I wrong to be bearish? a shareholder writes

 

CTEA

Catenae Innovation – Court News (Or Not!) On Hyperneph Software

 

BT

BT Group (#BT.A) – Altice acquires further shares to take shareholding to 24.5%, restates does not intend to make an offer

 

EMR

Empresaria (#EMR) – four months NFI -5% YoY, “profits are expected to be down significantly”

 

PMP

Portmeirion (#PMP) – H1 sales on track for in line with prior year, “seen some increased caution from US customers during recent weeks”

 

PEBB

Pebble Group (#PEBB) – H1 revenue and profit expected to be ahead of prior year comparative

 

SSPG

SSP Group (#SSPG) – H1 still an attributable loss, argues “encouraging” trading improvement

 

TPT

Topps Tiles (#TPT) – H1 adj. EPS -45%, DPS +20%, notes inflation impact though now easing

 

VIC

Victorian Plumbing (#VIC) – H1 adj. EPS up to 1.9p, DPS 0.45p, currently consumer demand “robust”

 

EPWN

Epwin (#EPWN) – current year revenue +3%, though PVC resin prices remain at elevated levels and there labour and other inflationary costs

 

HFG

Hilton Food (#HFG) – sales “ahead of the prior year”, though reflecting increased raw materials prices and an acquisition

 

CWK

Cranswick (#CWK) – FY adj. EPS +2%, DPS +5%, “positive start to the new financial year”

Monday »

Bearcast

Tom Winnifrith Bearcast: Some sanity from Ireland, madness in the UK and why I smell and the Mrs suffers

 

NFX

Nuformix – “unaudited” 12 months results, why the change in accounting reference date I wonder?!

 

VRS

Alexa, please show me the ugly face of Karma

 

GKP

Gulf Keystone carries plenty of political risk until production resumes, but the upside makes it worth taking at this stage - speculative buy

 

SRAD

Stelrad – 2023 “pleased with the encouraging start”. Hmmm – how ‘pleasing’ and ‘encouraging’ really?

 

BTC

David Lenigas you old spoofer: Vinanz is going to get a dual OTC US listing, rampity ramp!

 

CHLL

BREAKING: Photo article: Chill Brands and its UK distributor – Ray Ingleby calls me!

 

MTRO

The deep yawn continues for me at Metro Bank

 

TSP

BREAKING EXPOSE: TruSpine: The Link Between The CEO And Secured Lender Hub 2021 Ltd

 

DGI9

20,000 Leagues Under the Sea? Well, an Awful Lot of Cable Anyway for this Tempting Mazuma Puller

 

Tom

Tom Winnifrith Postcard: Fortress Bakhmut has fallen to Russia - how long are you happy to be lied to and to give a blank cheque to Ukraine?

 

NWG

NatWest (#NWG) – agreement to repurchase £1.26bn of shares from HM Treasury at 268.4p each

 

BIRD

Blackbird (#BIRD) – “restructured its existing business which has led to a number of people leaving the company”

 

IKA

Ilika (#IKA) – expects FY even adj. EBITDA loss up to approx. £7m, cash down to £15.8m

 

ENET

Ethernity Networks (#ENET) – further issuance of $0.23m of shares confetti under “share subscription agreement”

 

PFP

Pathfinder Minerals (#PFP) – expects disposal of IM Minerals business and to be paid £2m due on completion “later this week”

 

ONC

Oncimmune (#ONC) – sale of other businesses for £13m to focus on ImmunoINSIGHTS business

 

NBB

Norman Broadbent (#NBB) – emphasises Q1 growth and “excellent forward momentum”

 

BEG

Begbies Traynor (#BEG) – expects FY ahead of market expectations, notes progress in insolvency market

 

SRAD

Stelrad (#SRAD) – H2 2022 lower volumes ‘stabilised’, expects stronger H2 volumes

 

WIN

Wincanton (#WIN) – FY adj. EPS +4%, DPS +10%, notes with macroeconomic environment “expect volumes to remain under pressure”

Sunday »

MHC

MyHealthChecked – news flow potential starts to be delivered; “agreement with Boots for extended retail launch”

 

Woodlarks

Photo article: rogue Bloggers 18 mile training walk to wonderful waterfall but disaster back at the Welsh Hovel so article problems

 

Quiz

The ShareProphets Sunday Pub Quiz #189

 

Professor

Sunday Long Reads: Paying rent in Eels, McMansions, 10,000 Birds, Sulking, TikTok Food

 

Wolf-of-Wall-Street

Visual Aid: The World’s Top 50 Endowment Funds

 

Top-10

Notes from Underground – Most read articles for the week ending 20 May

Saturday »

Bearcast

Tom Winnifrith Bearcast: Shell faces up to the idiots at the Church of England, here's my solution

 

ESNT

Essentra – AGM trading update, an improving trends Buy

 

CHLL

BOMBSHELL WINNILEAKS EXPOSE: Chill Brands and its new business partner Ray Ingleby – he was in on the John Story ramp too

 

Gold

The View From The Montana Log-Cabin As Gold Slips Back Below $2,000

 

ING

Ingenta – 2022 results and “strong trading in early 2023”, Buy

 

Malcolm-On-Motorcycle

When the Grinding Footsie Gets Boring the Tough Switch Focus to the Cheapos.

Friday »

FAB

Fusion Antibodies – warned y’all! With the shares currently slumping more than 75% today, hopefully that was heeded…

 

UBG

Unbound Group – another case of “Strategic Review and Formal Sale Process” being code for ‘we’re fecked’?

 

Bearcast

Tom Winnifrith Bearcast: Can I find a volunteer for a daring mission who lives near Blackpool?

 

AVCT

UPDATED: Avacta – valuation is surely still bonkers

 

TSP

BREAKING: We publish new bombshell email to Aquis Lobster-Potted TruSpine - surely shares must be suspended and Police called in

 

CHLL

Photo from Blackpool, the offices of the Vaping Group - do you still buy the Chill Brands spoof?

 

BRBY

If Burberry shares fall back below a twenty quid share price, that would be chavtastic

 

MTL

Metals Exploration – 2022 results, net cash generation and debt reduction value: BUY

 

BEN

Up the Bens Creek without a paddle

 

MTW

Mattioli Woods – a value and income BUY

 

Crime-Scene

Carole Cadwalladr has always been a fraud, tonight she may be bankrupted but should she now be charged with fraud? Tom Winnifrith

 

UBG

Unbound (#UBG) – notes “cash constraints”, initiates strategic review and formal sale process

 

IQE

#IQE – raises further £1.1m at 20p per share via REX “retail offer”

 

NETW

Network International (#NETW) – discussions with Brookfield “ongoing”, Takeover Panel extension to 5pm 1st June

 

PREM

Premier African Minerals (#PREM) – further £0.61m placing at 0.925p per share, appoints CMC Markets as joint broker

 

CGNR

Conroy Gold & Natural Resources (#CGNR) – £0.2375m capitalisation & conversion to a convertible loan of related-party Karelian (#KDR) debt

 

KDR

Karelian Diamond Resources (#KDR) – £0.3625m “financing” including £0.1125m loan convertible at 5p per share

 

AWE

Alphawave IP (#AWE) – 2022 swing to loss, reiterates current year and longer-term growth outlooks

 

KGH

Knights Group (#KGH) – argues FY “good progress”, “positive momentum across the business”

 

SMIN

Smiths Group (#SMIN) – Q3 update, raises FY guidance to “around 10% organic revenue growth, with moderate margin improvement”

 

CCR

C&C (#CCR) – impacted by ERP system implementation challenges, CEO David Forde ‘steps down’

Thursday »

IMB

Imperial Brands – interims, still income value

 

PHC

Plant Health Care – “remains committed to its listing on AIM, including for any potential funding needs”. Such ‘needs’ soon?...

 

NFX

Nuformix – “absolutely delighted with the data we've generated”. Er, how’s the balance sheet now?

 

Bearcast

Tom Winnifrith Bearcast:Tory sleazebag David Williams of Avanti does it again - now 98% vindicated on Arqit

 

BT

Why I am keeping on holding my easyJet and BT Group shares (for the time being)

 

SDY

Speedy Hire – “completion of investigation”, why no detail of the “problems” which have seen circa £20.4m of asset value ‘disappear’?!

 

VOY

When’s the next bailout placing at Voyager Life – spoof operational update

 

IQE

£30m bailout at 20p for IQE after catastrophic results and a warning: its shagging all the sheep yet again

 

MIRA

BREAKING: Mirada…. And another one bites the dust

 

Fat_Lady

The AIM sewer shrinks yet again in April, now back to 2003 levels

 

Beggar

Do we really want to shove up taxes so that a junior doctor can come off strike and buy a million quid home? Tom Winnifrith

 

IQE

#IQE – £30m placing at a discounted 20p per share

 

AML

Aston Martin Lagonda (#AML) – investment by Geely, including £95m subscription of new shares at 335p each

 

SDY

Speedy Hire (#SDY) – notes non-itemised assets shortfall resulted from problems with its controls and accounting procedures and there now a remedial plan

 

MIRA

Mirada (#MIRA) – proposes cancellation of AIM listing

 

PHC

Plant Health Care (#PHC) – following shareholder consultation, to continue with AIM listing

 

IDS

International Distributions Services (#IDS) – FY swing to even adj. loss, targeting return to adj. Op profit this year

 

EZJ

easyJet (#EZJ) – H1 continued loss, though emphasises “booking window returns towards normalised levels… enter the summer with confidence”

 

VTY

Vistry (#VTY) – expected reduction in private sales rates reflected in build rates, though notes “improving market conditions”

 

MBH

Michelmersh Brick (#MBH) – “remain on track to meet full-year expectations”, noting construction industry demand “has been impacted by the higher interest rate environment”

 

PFD

Premier Foods (#PFD) – FY adj. EPS +13%, DPS +20%, “well placed to make further progress this year”

Wednesday »

MJH

MJ Hudson Group – completes sale of Data & Analytics division, still shareholders wipeout ahoy?

 

Bearcast

Tom Winnifrith Bearcast: the world's greatest musicMagpie expert opines

 

HDD

Hardide – argues "performed well in the first half”… what about the large order delay and the balance sheet?

 

XSG

Xeros Technology Group – agreement with “potential to deliver substantial revenues”… so also the potential not to & how’s that balance sheet?

 

PURP

BREAKING: Purplebricks business sold for £1 to Strike – shareholders to get just 0.65p next year! (or less!)

 

BLND

British Land may be excited about golden triangles, but I reckon most of us have more than enough property exposure

 

COPL

Letter to the FCA – how can it allow Canadian Overseas Petroleum to deceive investors in this way?

 

PERE

Pembridge Resources highlights the danger of having mining assets that are at best marginally profitable - liquidation looks the likely outcome

 

PANR

Pantheon fund raise massively oversubscribed: the triumph of hope over experience & proper analysis says Peter Brailey

 

LIKE

The Carpet Market is Bouncy and this Flooring Merchant Lays Down a Rosy Future

 

EU_flag

Flag Flyer is a term of abuse in Britain unless it's this flag! - Tom Winnifrith

 

EDR

Egdon Resources (#EDR) – recommended offer at 4.5p per share

 

PANR

Pantheon Resources (#PANR) – raises gross proceeds of approx. $22m at 17p per share

 

VRS

Versarien (#VRS) – “Cementene precast concrete trials” RNS Reach attempted ramptastic

 

BREE

Breedon (#BREE) – admission to Main Market, cancelled from AIM

 

MPAC

#MPAC – order book improvement, expects trading to be second half weighted

 

MAB

Mitchells & Butlers (#MAB) – H1 adj. EPS down to 5.5p, notes cost challenge but medium-term cost outlook now improving

 

JD

JD Sports Fashion (#JD.) – FY adj. EPS +4% to 13.39p, DPS up to 0.8p, current “resilient” demand

 

WOSG

Watches of Switzerland (#WOSG) – FY growth “in line with guidance”, notes now significantly ahead of long-range plan

 

SVS

Savills (#SVS) – higher interest rates have “materially impacted”, expects in H2 markets start to recover

 

TCAP

TP ICAP (#TCAP) – Q1 constant currency revenue +2% YoY, argues “remain well positioned”

Tuesday »

Tom

129 days to go, but already almost TWO THIRDS of seats gone for Sharestock on September 23, BOOK NOW!

 

DIA

Dialight – AGM trading update, how likely really is full-year ‘in line with expectations’ now?

 

Bearcast

Tom Winnifrith Bearcast: The IRA man has another go at me again as Proactive disgraces itself over Canadian Overseas and its N-N-N ouzo time!

 

SMRT

SmartSpace Software – “pleased to announce” results. Er, what’s so ‘pleasing’ then?

 

VOD

FTSE 100 analytical fun on Imperial Brands, DCC and (the big yawn) Vodafone

 

COPL

Canadian Overseas Petroleum and another bombshell it is hiding? Why?

 

ALGW

Alpha Growth - Minority Buy Out: do the maths dummies!

 

COPL

BREAKING: Canadian Overseas Petroleum announces First Quarter 2023 Financial Results – guess what bombshell it is hiding?

 

AVO

Advanced Oncotherapy – If You Owe The Bank A Quid…..

 

SND

Sondrel – “in line with market expectations”… or is it?

 

TechCast

TechCast: your 12 part guide to AI - part 2 Artificial Intelligence and cyber security

 

COPL

Canadian Overseas Petroleum (#COPL) – Q1 “Financial Results”… which don’t include P&L detail in the RNS, anything to do with a significantly increased operating loss?!

 

AYM

Anglesey Mining (#AYM) – proposed £1m equity raise at a discounted 1.5p per share with warrants

 

HERC

Hercules Site Services (#HERC) – “trading in line with market expectations”, looks forward to H2 with confidence

 

FORT

Forterra (#FORT) – revenue -24%, anticipates H2 improvement in market conditions. Hmmm

 

OTB

On the Beach (#OTB) – H1 still loss-making, argues “recent positive signs of recovery”

 

BOO

Boohoo (#BOO) – FY swing to even adj. loss, states now reinvesting supply chain deflation into speed and price

 

MARS

Marston's (#MARS) – H1 still loss-making, considers “cost outlook, and consumer confidence, are steadily improving”

 

GRG

Greggs (#GRG) – sales growth “in line with plans”, FY expectations unchanged

 

SHOE

#SHOE Zone – H1 adj. PBT down to £2.5m noting inflationary cost increases and currency, DPS maintained at 2.5p

 

VOD

Vodafone (#VOD) – FY adj. EPS slightly down to €0.1145, DPS maintained at €0.09, emphasises a “new roadmap” following strategic review

Monday »

Bear

Rumours of two placings FWIW

 

Bearcast

Tom Winnifrith Bearcast: If you don't want me to talk about Brokerman Dan's underpants...

 

RST

Restore plc – “on track to deliver growth in revenue and operating profits”…but how significantly and what about the bottom-line?

 

WAND

Wandisco warns it might go bust in July, results delayed and that an equity fund raise might be at a 400p or (much) lower!

 

CBX

David Beckham backed Cellular Goods – another related party red flag vicar?

 

Interesting Monday for watchers of Wood Group or Currys…

 

COPL

If you aren’t a raging bull of Canadian Overseas Petroleum you are a paedophile (irony!) – more confetti vicar?

 

CHLL

BREAKING: To which spiv has Chill Brands bunged £60,000 for ramping its shares?

 

MSYS

Ooops I did it again – another screwup from Gerry Brandon at Microsaic

 

TSP

Aquis Lobster-Potted TruSpine - More Shambles: Is This A Clear Breach Of The Rules?

 

BIRD

Blackbird Ain't Singing at the Mo, but I Belay Uncle Tom's Invitation to Back Track

 

WAND

WANdisco (#WAND) – “working capital until the middle of July”, aiming for “equity fundraise towards the end of June of $30 million”. Good luck!

 

WG

Wood Group (#WG.) – Apollo now does not intend to make an offer

 

MSYS

Microsaic Systems (#MSYS) – audit taking longer than anticipated, now just talks of “on or before 30 June 2023” for 2022 calendar year results

 

PERE

Pembridge Resources (#PERE) – suspension of operations at Minto Mine, considering going concern and delisting

 

SGZ

Scotgold Resources (#SGZ) – £2m subscription and open offer at 15p per share, but admits going concern entirely dependent on what it can now produce

 

PREM

Premier African Minerals (#PREM) – £1.76m placing at 0.925p per share

 

VAST

#VAST Resources – debt repayment “concluding documentation regarding an extension to 30 June”, argues will allow time for settlement of claims in Zimbabwe

 

CURY

Currys (#CURY) – expects FY ahead of expectations, driven by UK & Ireland performance

 

BATS

British American Tobacco (#BATS) – appointment of FD Tadeu Marroco as Chief Executive, now a search for a new permanent FD

 

FRP

#FRP Advisory – expects FY “slightly ahead of current market consensus”, confident of further progress

Sunday »

Woodlarks

Mr. Percy Thrower Reporting back after a 16 mile Rogue Bloggers for Woodlarks training walk

 

Bearcast

Tom Winnifrith Bearcast: a deep dive on Tullow, Bidstack red flags and painful feet

 

ARCM

Arc Minerals is a speculative buy now that it has signed its deal with Anglo American

 

Gold

The View From The Montana Log-Cabin As Gold Continues To Hold The Line

 

Wolf-of-Wall-Street

Visual Aid: The World’s Largest 10 Economies in 2030

 

Professor

Sunday Long Reads: High Arctic, Night in the Sistine Chapel, Free Dogs of India, Law of the Sea, Fake Illness

 

Quiz

The ShareProphets Sunday Pub Quiz #188

 

Top-10

Notes from Underground – Most read articles for the week ending 13 May

Saturday »

SBTX

SkinBioTherapeutics – SkinBiotix additional formal studies, a short-term delay but enhanced outlook: STRONG BUY

 

Madness

Video: Rick Rule on the Moral Crisis of ESG Imposition on Mining Companies

 

CEL

Celadon Pharma is on a nutso valuation, it is dangerous but surely it is a short

 

CTA

CT Automotive – following IPO in just 2021 and recent bailout equity raise, now identifies a “number of years” accounting error!

 

RNO

Renold – further good news, banking facilities extension agreement

 

TLW

Tullow May Have Fallen Since I Last Suggested You Look at it, So Why Am I Not Selling?

Friday »

Clown

BREAKING: Lenigas - Strike Off at Companies House

 

ECEL

Eurocell – profit warning, how much improvement in the near-term from here is there really likely to be?

 

Bearcast

Tom Winnifrith Bearcast: Which is more diverse, the Lionesses squad or the THG Board? And who bloody cares?

 

CARR

Carr’s Group – interims, still a ‘strong prospects’ BUY!

 

MACF

Macfarlane – solid trading update, still a value Buy

 

PRD

Predator Oil & Gas - more cans of worms vicar?

 

AAF

When should the management of Airtel Africa call me (so my pension fund buys their shares)?

 

LBOW

Disgraced Cenkos Knobheads 0 – The sheriff of AIM 1 (o.g Longbow). Can I play you every week?

 

BIRD

Blackbird – just when will Malcolm admit that this is a dog?

 

ROQ

BOMBSHELL EXPOSE: Roquefort Thereapeutics – more red flags than a May day Parade in Moscow

 

Fake_News

BBC Radio 4 Women’s Hour on the distressingly white Women’s soccer team and why the most lesbian packed sport needs more diversity: Tom Winnifrith

 

THG

#THG – considers “no longer any merit in continuing to engage with Apollo”, discussions terminated

 

PRD

Predator Oil & Gas (#PRD) – convoluted placing at 5.7p per share and options exercise, raising £1.4m

 

TLOU

#TLOU Energy – launches “entitlement offer” to raise up to A$10.65m at A$0.035, 2p, per share

 

BEN

Bens Creek (#BEN) – related-party MBU sells 29.9% shareholding at 18p per share to commodities trading and investments company Avani Resources

 

HLN

Haleon (#HLN) – sale of £804m of shares by #GSK at 335p each, GSK retains 955m shares

 

BIRD

Blackbird (#BIRD) – notice to terminate contract from A&E Television Networks, 2022 “less than 10% of Blackbird's revenues”

 

CTA

CT Automotive (#CTA) – multi-year inventory consolidation error, expected c.$8.4m reduction at end-2022

 

ECEL

Eurocell (#ECEL) – four months sales -2% YoY, now expects FY “below current market expectations”

 

CMO

#CMO Group – 2022 adj. EPS down to 0.83p, “the economic situation remains challenging”

 

BBY

Balfour Beatty (#BBY) – continues to expect underlying profit from operations “broadly in line with 2022”

Thursday »

Chocolate-Teapot

BREAKING: Lawyers Harcus Parker slams FCA Link Woodford deal as grossly misleading and inadequate in Private Letter ( which we publish natch!)

 

JLH

John Lewis of Hungerford – “Sale & leaseback”… and another to have had enough of the AIM market

 

Bearcast

Tom Winnifrith Bearcast - madness at the Dublin Marathon, why has Ariana hired a second broker and what does Andrew Bell really earn?

 

CCT

Character Group – half-year swing to loss, can the full-year really be expected to be in line with expectations?

 

SDI

SDI Group – how “pleased” should it really be about its full-year trading?, And what about its now current year?

 

CBX

Will David Beckham’s Cellular Goods still be selling (very little) CBD shite by Christmas? I think not & here's why

 

Beggar

Video: The Interest Rate Wrecking Ball

 

RR

Will I be exiting my remaining shares in Wood Group and Rolls-Royce soon?

 

RRR

Ooops Red Rock did it again: - Andrew Bell needs to explain a suicidal value destruction as he places once more

 

AAU

Ariana – Earn-In News From Kosovo

 

Boom

The Bunting stays up everywhere – an enormous fuck you to the liberal establishment: Tom Winnifrith

 

JLH

John Lewis Of Hungerford (#JLH) – proposed AIM delisting and tender offer for around 10% of shares at 1.5p each

 

EMG

Man Group (#EMG) – “President” Robyn Grew to become CEO, Luke Ellis to retire in September

 

JD

JD Sports Fashion (#JD.) – appointment of Dominic Platt as CFO, current CFO Neil Greenhalgh to leave later in the summer

 

DPH

Dechra Pharmaceuticals (#DPH) – EQT possible offer “substantial progress”, extension granted to 2nd June

 

NETW

Network International (#NETW) – discussions with CVC and Francisco Partners “ongoing”, extension granted to 1st June

 

WG

Wood Group (#WG.) – argues Q1 “good momentum”, notes currently Apollo has to 17th May to announce a firm intention to or not to make an offer

 

CCT

Character (#CCT) – H1 swing to loss, argues still “confident of the prospects for the second half”

 

SFOR

S4 Capital (#SFOR) – Q1 LFL net revenue +6.8% YoY, FY targets maintained

 

ITV

#ITV – Q1 external revenue -7% YoY, notes cost savings as per longer-term target

 

RR

Rolls-Royce (#RR.) – current year financial performance ‘in line with expectations’, strategic review on track for H2

Wednesday »

DCTA

Directa Plus – 2022 results, how “strong” really was the performance?

 

SLP

Sylvania Platinum – Q3 report and share buyback, value and income Buy

 

APTA

Aptamer – CEO “has left… with immediate effect” state the group’s other AIM IPO Roll-Call of Shame directors. And how’s the funding “exploring” going?

 

Bearcast

Tom Winnifrith Bearcast: as Eurasia tells a palpable half truth or outright lie, the 2 shares I bought today

 

LBE

The Longboat share price has doubled since I tipped it, but I still see further upside to come so don't sell now...in fact

 

UBG

Unbound Group – my prior scepticism vindicated?; after possible offer not proceeding now also funding proposal “withdrawn”!

 

VTU

The automotive retail industry is an evolving world…but you can still do a lot worse than Vertu Motors

 

GILD

David Beckham’s Guild Esports Interims – company looks forward with confidence but it is actually technically insolvent

 

JDW

Drowning in #FBPE #BoycottSpoons tears as JD Wetherspoon reports record sales and heroic Tim Martin lashes out at the political class

 

INF

Shiny Little Squares Remind Me this Outfit could Grow, Along with Its Share Price

 

UBG

Unbound (#UBG) – trading conditions worsening and funding proposal withdrawn, working on additional funding/refinancing

 

ASC

ASOS (#ASC) – H1 swing to even adj. pre-tax loss, “ongoing challenges in the operating environment”

 

JDW

JD Wetherspoon (#JDW) – notes Q3 sales increase, expects FY profit “towards the top of market expectations”

 

GILD

Guild Esports (#GILD) – H1 loss £2.3m, net cash £1.1m

 

SBTX

SkinBioTherapeutics (#SBTX) – SkinBiotix ‘additional unexpected benefits’ further studies, AxisBiotix-Ps sales started in Spain

 

AWE

Alphawave IP (#AWE) – additional time required to complete audit, expects results to now be published next week

 

CPI

Capita (#CPI) – cyber attack data exfiltration update, “underlying trading performance remains in line with expectations”

 

LUCE

Luceco (#LUCE) – Q1 impacted by slower residential RMI market, argues in line with expectations

 

CPG

Compass (#CPG) – H1 adj. EPS up to 42.7p, DPS up to 15p, raises FY guidance

 

VTU

Vertu Motors (#VTU) – FY adj. EPS down to 9.16p, DPS up to 2.15p, notes both improvement in new vehicle supply and cost pressures

Tuesday »

OSI

Osirium Technologies – argues “continued positive trading”. Er, why not provide the overall balance sheet position?

 

Bearcast

Tom Winnifrith Bearcast: taking the good name of Dominic Frisby in vain & 6 lessons from the collapse of Purplebricks

 

TWD

Trackwise Designs – EV OEM customer dispute, how long is the “cash runway”?