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Tom Winnifrith Bearcast: Catriona and Matthew's Dog will love it: Tortilla Mexican do the maths while FYB with Skinbiotherapeutics

By Tom Winnifrith | Tuesday 28 March 2023

Disclosure: I own shares in one or more of the stocks 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.

I start with Tortilla Mexican Grill (MEX) where, as is his wont, young Steve Moore was far too generous yesterday in calling at an avoid. I do the hard maths and it is in deep merde. Then it is onto UK Oil & Gas (UKOG), Pennpetro (PPP), Predator Oil & Gas (PRD) and the bloody useless FCA. Finally Skinbiotherapeutics (SBTX) before, principally to annoy poster Magna Carta, a few words on why I ask you to donate today to Rogue Bloggers for Woodlarks - you can do so HERE
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ADVT

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Rat. Sinking Ship. Technology Minerals

 

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SYME

BOOM! GOTCHA!: Auditor to the fraud Supply@ME Capital quits: the Fat Lady is on red alert

 

MYX

MyCelx Technologies – interims, is it really now “well placed to capitalise on the market opportunity”?…

 

Welsh_Flag

Photo Article from the Welsh Hovel: No not an early Christmas decoration! Tom Winnifrith

 

RMV

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SYME

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EMAN

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OTB

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DFS

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Tuesday »

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Tom Winnifrith Bearcast: I asked 3 CEOs why they were not buying shares, only Stuart Ashman replied

 

CBOX

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TERN

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HSS

HSS Hire – interims, states removing guidance due to ‘new group structure and the period of transition’. Er, what about the “more challenging start to H2”?!

 

EUA

Eurasia Mining: Spooooooooooooooooooooooof

 

TERN

Tern – Offer Fails, Leith Sells (Naughty), Cash Running Out And What About The Audit?

 

Welsh_Flag

Photo Article from the Welsh Hovel: first pepper and chillies harvested, Tom Winnifrith

 

CAL

Capital & Regional (#CAL) – recommended 62.5p per share cash and shares offer from NewRiver REIT (#NRR)

 

NIOX

#NIOX Group – proposed up to £21m tender offer at 80p per share

 

TM1

Technology Minerals (#TM1) – “agreed” with Recyclus “not to continue with the merger of the two businesses at this time”

 

VAST

#VAST Resources – financing “clarification”, including funding required “by around 7 October”

 

YU

Yu Group (#YU.) – H1 adj. EPS up to 88p, DPS to 19p, net cash to £86.8m, “on track”

 

TMG

Mission Group (#TMG) – H1 adj. EPS 1p, “cautiously optimistic” on track as mindful of continued unpredictable trading environment

 

CARD

#CARD Factory – H1 adj. EPS down to 3.1p, DPS 1.2p, noting costs inflation and business investment

 

HSS

#HSS Hire – H1 adj. EPS down to 0.13p, DPS maintained at 0.18p, notes “more challenging start to H2” but “somewhat encouraged by lead macroeconomic indicators”

 

MAB1

Mortgage Advice Bureau (#MAB1) – H1 adj. EPS up to 14.8p, DPS maintained at 13.4p, activity levels “starting to gradually build again”

 

STEM

SThree (#STEM) – Q3 net fees -8% YoY, continuing challenging market conditions

Monday »

Angel

Not allowing myself to be played by a man who makes me feel dirty

 

Bearcast

Tom Winnifrith Bearcast: TERNing into a total disaster, open offer flops

 

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Tom Winnifrith Bonus Bearcast: Optibiotix and the nothingburger RNS Reach

 

MYX

MyCelx Technologies – “changes to the customer's project timeline”, bottom-line financials that dare not speak their name?

 

DISP

BREAKING: Sifal (Dispensa and Zamaz as was) is it goodnight Vienna for this multi million pound fraud?

 

PMG

Letter to the Financial Reporting Council: Parkmead Group breach of IFRS 9

 

VAST

Vast Resources: its classic lie exposed again as it admits to dual financing crises

 

DIS

Distil – discounted equity raise to “provide working capital”. Er, it means to keep the lights on for a bit longer?…

 

Welsh_Flag

Photo article from the Welsh Hovel: now its raspberry jam, Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh hovel: pudding for the Mrs and Joshua all week, Tom Winnifrith

 

RMV

Rightmove (#RMV) – increased possible cash and shares offer of 770p per share from REA Group

 

DIS

Distil (#DIS) – placing and subscription to raise £0.65m at just 0.12p per share with warrants

 

VAST

#VAST Resources – attempting “measures” to settle debt and provide “additional short-term working capital”. Good luck!

 

PFC

Petrofac (#PFC) – senior secured notes “forbearance agreement” extended to 18th October

 

EDEN

#EDEN Research – H1 another loss, £2.5m cash burn to £4.9m

 

MYX

MyCelx Technologies (#MYX) – project delay warning, reckons “minimal impact to the forecasted year end cash balance”

 

OMG

Oxford Metrics (#OMG) – customers’ “more extended buying cycles” profit warning

 

MIRI

Mirriad Advertising (#MIRI) – H1 cash still down from a year earlier to £8.3m despite a net £6.3m of new shares issued

 

DNM

Dianomi (#DNM) – H1 still a loss, advertisers demand “starting to pick up” though after it continued to be soft into H2

 

ELIX

Elixirr International (#ELIX) – H1 adj. EPS up to 21.5p, “strong momentum has continued” in line with expectations

Sunday »

Bearcast

Tom Winnifrith Bearcast: Musings on the Gold price and how to play it, class acts or dogs?

 

Professor

Visual Aid: When Could Billionaires Become Trillionaires?

 

Quiz

The ShareProphets Sunday Pub Quiz #259

 

Professor

Sunday Long Reads: Project 2025, Wealth-gap relationships, Crowdfunding a New Country, Lafarge’s Isis payments

 

Top-10

Notes from Underground – Most read articles for the week ending 21 Sept

 

Welsh_Flag

Photo article from the Welsh hovel: doing some prep for Santa, harvesting lavender, Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh Hovel: the first fire of the autumn, Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith Bearcast: wise words from Jim Mellon, Tom Cross should have heeded

 

PMG

BOMSHELL EXPOSE: Parkmead Group - related party loan, multiple breaches of IFRS 9 including non recognition of loan modification losses

 

ESNT

Essentra – warns consistent with weak Purchasing Managers' Index metrics, recovery patience?

 

Bear

Two US Companies Where the Outcome is not in Doubt.

 

Gold

The View From The Montana Log-Cabin As Gold Takes Out $2,600 With More To Come

 

TERN

BREAKING: Tern – When You Owe The Bank A Quid……

 

MFAI

Two Irish Blokes and their Spiffing Idea to Take Advantage of the AI Boom.

 

Tom

Shamed to be of Irish descent again; what is it about them and the Jews? Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh hovel: apple chutney, Tom Winnifrith

Friday »

CTAI

BREAKING: Catenai - interim results boosted by Klarian loan which is not properly disclosed, IFRS breach exposed

 

Bearcast

Tom Winnifrith Bearcast: Thanks to the NHS there will be a Sharestock next year

 

Peasants

Wanna go on a demo comrade capitalist?

 

Top-10

Nigel Somerville's Greatest Hits, his 20most read articles on Shareprophets

 

Gold

Video: Gold Miner Undervaluations Are About To Change

 

PMG

Is Tom Cross at Parkmead getting a divorce from fragrant Linda and why would that matter?

 

SBTX

Has Skinbiotherapeutics misled us all, underpromising on Croda?

 

KEFI

Kefi Gold and Copper – “Tulu Kapi Operational Update”, a “remain on track” STRONG BUY

 

Quiz

A Spontaneous Friday ShareProphets Quiz

 

Welsh_Flag

Photo article from the Welsh Hovel: the Beetroot now preserved in sand, Tom Winnifrith

 

Welsh_Flag

Photo Article from the Welsh Hovel: Crab Apple Jelly production brings big chicken news! Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh Hovel that would have made my father truly envious: preserving tomatoes, Tom Winnifrith

 

WSBN

More worthless confetti vicar: Wishbone Gold raises another £360,000 to spaff at just 0.375p

 

NTOG

Nostra Terra (NTOG) issues 40m worthless shares to pay for share ramping

 

CTL

Cleantech Lithium (#CTL) 'fesses to delays on dual listing on ASX

 

IOF

Iofina (#IOF) H1 sales up 7% at $26.0m, stated PTP of $1.1m but net cash down by $100,000 at $1.1m, will hit FY forecasts

 

ECOB

Eco Buildings (ECOB), with factory now operational says will do orders of 1 million Euro by year end

 

SDX

SDX (SDX) postpones GM re convertible loan notes as having to renegotiate terms

 

MANO

Manolete (MANO) hands out zero cost options like confetti to incentivise an already well paid board

Thursday »

Bearcast

Tom Winnifrith Bearcast: Why I'm relaxed about Optibiotix despite the share price & have I said how much I despise Martin Sorrell?

 

WRN

The Worthington Trial is finally underway but Aidan Earley is already in a better place

 

TND

Tandem – interims, is it trading in line with market expectations?

 

AVCT

Would Deutsche hire and promote a total ignoramus? Avacta shareholders insist that it would, despite an awesome CV

 

PMP

Portmeirion – interims, how confident to be of full-year in line with expectations?

 

Bearcast

Tom Winnifrith Bonus Bearcast: Skinbiotherapeutics and the Croda news, why I am still not buying

 

TERN

Tern: Another Shoe To Drop on the Way To 0p?

 

JSE

Jadestone Energy half yearlies were mixed but there were enough positives to keep me invested - buy for the long term

 

Welsh_Flag

Photo Article from the Welsh hovel: finally keeping vampires at bay, Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh Hovel: Sunflower triumph, Tom Winnifrith

 

SBTX

SkinBioTherapeutics (#SBTX) – “final testing of SkinBiotix by Croda Beauty Care completed, with positive results”

 

PMP

Portmeirion (#PMP) – H1 swing to even adj. loss, “expect FY24 profit to be up on prior year with improving operating margins”

 

TND

Tandem (#TND) – H1 another loss, “remain cautiously optimistic about achieving stability in Q4”

 

BMS

Braemar (#BMS) – H1 adj. Op profit “slightly ahead” of prior year, “confident in the outlook”

 

SOS

Sosandar (#SOS) – first two stores now open in Chelmsford and Marlow and also launched in-store with Arnotts

 

SUP

Supreme (#SUP) – “solid start in H1”, expects FY “in line with market expectations”

 

NXT

Next (#NXT) – H1 EPS +6% to 282.8p, DPS +14% to 75p, raises FY guidance

 

OCDO

Ocado (#OCDO) – Q3 Retail joint venture revenue +15.5% YoY, raises FY revenue guidance

 

BYIT

Bytes Technology (#BYIT) – growth trends continuing, notes “structural demand drivers… including cloud computing, cyber security and AI”

 

SFOR

S4 Capital (#SFOR) – H1 another loss, current deteriorated outlook for technology services with wider market uncertainty

Wednesday »

MORE

Hostmore – hopefully our warnings were heeded as it’s now to file for administration

 

XAR

Xaar – interims, “success in new market sectors”?

 

Bearcast

Tom Winnifrith Bearcast: Is there any rogue in town who has not danced at the Oracle?

 

VEL

Velocity Composites – “Trading Update”, how’s that prior “to achieve profitability and be cash generative in H2”?…

 

Video: Gold to $7,000 or even $10,000!

 

AMRQ

Amaroq video: putting it all into context and restating projections, shares in my second biggest holding really could treble!

 

CTG

Christie Group – does even now further reduced profit range reflect transaction timings uncertainty?

 

Bearcast

Tom Winnifrith bonus bearcast: Kefi kicks me in the gonads again with its use of language

 

Bear

Helium, a bubble & the stockmarket minnows that will collapse

 

Welsh_Flag

Photo Article from the Welsh Hovel: Beneath rampant bindweed, red raspberries emerge, Tom Winnifrith

 

Tom

Tom Winnifrith podcast: I'm a lifetime burden on the state because I was FAT

 

KEFI

#KEFI Gold & Copper – Tulu Kapi early works “progressing well” and “remain on track for entering into definitive commitments from the funding syndicate next month”

 

SFT

Software Circle (#SFT) – “trading continues to align with our internal forecasts” and board changes

 

SAA

M&C Saatchi (#SAA) – H1 adj. EPS up to 7.9p, “outlook in line with market expectations”

 

GAW

Games Workshop (#GAW) – latest quarterly trading “in line with the board's expectations”

 

MOON

Moonpig (#MOON) – trading “in line with expectations”, continues to expect FY adj. revenue growth “at a mid-to-high single digit percentage rate”

 

PZC

PZ Cussons (#PZC) – FY adj. EPS down to 8.02p, DPS to 3.60p, notes impact of Nigerian Naira on reported results

 

LSL

#LSL Property Services – H1 adj. EPS up to 11p, DPS maintained at 4p, notes “lower mortgage rates which are starting to drive more activity”

 

GLE

MJ Gleeson (#GLE) – FY EPS down to 33.1p, DPS to 11p, notes “July's long-awaited reduction in interest rates undoubtedly raised confidence among customers”

 

CTG

Christie (#CTG) – “encouraging” transactional pipelines, but extended transaction timings profit warning

 

MPAC

#MPAC – agreement to acquire robotic automation and conveyor business Boston Conveyor & Automation, Inc. for $17m in cash and shares

Tuesday »

FNTL

Fintel – interims, is it really “Strong performance; strategic expansion to accelerate future growth”?

 

Bearcast

Tom Winnifrith Bearcast: Skinbiotherapeutics needs to make a statement

 

CRU

Coral Products – full-year results, currently “an overall negative margin mix”

 

AVCT

Really Royaldaring who is the real moron?

 

MAX

White rat abandons another sinking ship but why? Multiple choice question

 

DPP

DP Poland: a recovery buy at 10.75p?

 

ZPHR

Evil Banksta calls out Zephyr’s placing denial statement as hogwash

 

HEAD

Headlam – interims, how creditable is “in line with expectations”?

 

AVCT

BREAKING: Deutsche says Avacta a sell as AVA6000 data “could not meet expectations”

 

ZPHR

Zephyr denies its fundraise ahoy, whatever you say chaps

 

Welsh_Flag

Photo article from the Welsh hovel: birthday treat of summer pudding, Tom Winnifrith

 

ZPHR

Zephyr Energy (#ZPHR) – “not been undertaking nor is it intending to undertake an equity fundraise”

 

BEG

Begbies Traynor (#BEG) – “positive momentum across the group and continuing elevated insolvency levels”

 

THG

#THG – H1 another loss, “progressing options to demerge THG Ingenuity”

 

W7L

Warpaint London (#W7L) – H1 EPS up to 10.37p, DPS to 3.5p, “due to Christmas gifting orders and the group's momentum, sales are expected to again be second half weighted”

 

MCB

McBride (#MCB) – FY adj. EPS up to 21.7p, current trading “in line with expectations”

 

ESNT

Essentra (#ESNT) – warns, “now expects 2024 full year adjusted operating profit to be in the range of £40m-£42m”

 

HEAD

Headlam (#HEAD) – H1 swing to loss, dividend axed, “limited indication of any market improvement yet”

 

KGF

Kingfisher (#KGF) – H1 adj. EPS up to 13.2p, DPS maintained at 3.80p, Q3 to-date LFL sales -0.3% YoY

 

NFG

Next 15 (#NFG) – H1 adj. EPS down to 30.3p, DPS maintained at at 4.75p, notes tech trading conditions headwinds

 

FLTR

Flutter Entertainment (#FLTR) – agreement to acquire Italy sports betting and gaming business Snai for €2.3bn Enterprise Value from Playtech (#PTEC)

Monday »

DIS

Distil – “Ardgowan - 2nd Annual Open Day”, more RNS Reach attempted ramptastic as there’s an immediate short-term funding need?

 

BRK

Brooks Macdonald – full-year results and changes to “reignite growth” from this winning share tip

 

MTEC

Made Tech – new contract, what about profit as well as “revenue expectations”?

 

Bearcast

Tom Winnifrith Bearcast: 100 days to Christmas

 

ADF

Facilities by ADF – interims, “a resilient performance”?

 

ZPHR

Zephyr needs to ‘fess: when is the discounted placing? Is Turner Pope already sounding out mug punters?

 

PRD

So farewell Lonny Baumgardner, foul mouthed twitter troll and journalist harasser from Predator Oil & Gas

 

MSMN

If you needed proof that Helium is a bubble, Mosman Oil & Gas is your proof

 

TTG

TT Electronics – we having stated doubts on de-stocking being expected to normalise during H2, now a material profit warning…

 

Bear

A $686 million short created by a Wanke to go to zero from Evil Banksta: doom for Technology Minerals

 

TIFS

TI Fluid Systems (#TIFS) – “ABC Technologies remains interested in a possible transaction and is therefore considering its position”

 

TIFS

TI Fluid Systems (#TIFS) – rejects possible offer proposals of 165p per share and 176p per share from ABC Technologies Inc.

 

SALT

MicroSalt (#SALT) – emphasises “Multiple Placements of Products and B2B Progress”, but no financial specifics (natch!)

 

SNX

Synectics (#SNX) – expects FY underlying PBT “to be materially ahead of market expectations”

 

SIS

Science in Sport (#SIS) – H1 another loss, notes “amended and extended banking arrangements”

 

ADF

Facilities by #ADF – H1 swing to loss, DPS maintained at 0.5p, states momentum returning across market following strikes

 

TTG

TT Electronics (#TTG) – profit warning, FY adj. operating profit “now expected to be in the range £37 million to £42 million”

 

WIL

Wilmington (#WIL) – FY adj. EPS up to 19.81p, DPS to 11.3p, “good start to the current financial year”

 

NET

Netcall (#NET) – initial €5.8m and up to further €4m acquisition of document processing software business Parble

 

KGH

Knights Group (#KGH) – completes acquisition of regional law firm Thursfields Legal

Sunday »

Bearcast

Tom Winnifrith Bearcast: the moment of truth arrives

 

SYME

Have Alessandro Zamboni and Dominic White become Trappist Monks and taken vows of silence?

 

Gold

The View From The Montana Log-Cabin As Gold Breaks Even Higher

 

Professor

Visual Aid: $315 Trillion in Global Debt, by Sector

 

Professor

Sunday Long Reads: The UK’s most successful company, Inventing Donald Trump, Yakuza, Prince, Magic Kingdom coup

 

CEY

Centamin – What To Do With Takeover? Ouzo First, Then….

 

Quiz

The ShareProphets Sunday Pub Quiz #258

Saturday »

SLP

Sylvania Platinum – full-year results, further patience may be needed but still a recovery Buy

 

HARL

Harland & Wolff £25m “misallocated” why does this not shock me?

 

Bearcast

Tom Winnifrith Bearcast: Mark Dampier rewrites history for Hargreaves Lansdown and himself over Neil Woodford

 

JLEN

Here's One for Green Lovers Hot from the Miracle Event of Sharestock.

 

Tom

Celebrating gaining one pound, Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh Hovel: a night of cooking as the Mrs hits the boozer, Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh Hovel: just in case those North Dakota blizzards sweep up the Dee, Tom Winnifrith

 

Welsh_Flag

Photo article: A wonderful hamper arrives and the happiest man at the Welsh Hovel, Tom Winnifrith

Friday »

Bearcast

Tom Winnifrith Bearcast: something just smells wrong to me at Cirata

 

PREM

CockRoach slips in the bad news at the end: he needs yet more of your money.

 

TM1

Technology Minerals cost cuts, too little too late

 

Clown

Putting a PR man straight on the AIM awards

 

CKT

Checkit – following interims yesterday, what of a director share purchase?…

 

RCDO

Ricardo – full-year results, record order book confidence

 

ANP

Anpario – interims show trading recovery, but take less than 6 months more than 30% profits?

 

Bearcast

Tom Winnifrith Bonus Bearcast: a message for Steen Anderson, how to avoid being sacked

 

PRM

Proteome Sciences – interims increased loss, emphasises recent increased orders but what about the cash burn?

 

VOD

Vodafone (#VOD) – disagrees with “number of elements” in CMA’s Provisional Findings, states looks forward to working to secure approval for combination with Three

 

TM1

Technology Minerals (#TM1) – “cost reduction programme” including director Philip Beard stepping down

 

GGP

Greatland Gold (#GGP) – oversubscribed PrimaryBid “retail offer”, raises further £6.7m at 4.8p per share

 

PRSR

PRS REIT (#PRSR) – board changes including Steve Smith to step down and Robert Naylor and Christopher Mills to be appointed, requisition notice to be withdrawn

 

WYN

Wynnstay (#WYN) – appointment of Alk Brand as CEO, previously CEO of Westfalia Fruit Group

 

PRM

Proteome Sciences (#PRM) – H1 swing to even adj. EBITDA loss, CEO Dr Mariola Soehngen has notified of intention to step down

 

LSC

London Security (#LSC) – H1 EPS down to 78.4p, states current interest rates reducing customers’ appetite to invest

 

BBY

Balfour Beatty (#BBY) – awarded £363m contract through National Grid's RIIO-2 framework for Bramford to Twinstead Reinforcement project

 

FLTR

Flutter Entertainment (#FLTR) – acquisition of initial 56% stake in Brazil sports betting and iGaming business NSX Group with also put/call arrangements

 

NG

National Grid (#NG.) – agreement with HM Government for Electricity System Operator sale for £630m EV, with consideration subject to customary closing adjustments

Thursday »

TPFG

Property Franchise Group – interims, ‘at least in line with expectations’ further upside ahead

 

Bearcast

Tom Winnifrith Bearcast: Microsalt is surely a zero

 

WPHO

Windar Photonics – interims, how much confidence to have in meeting full-year expectations?

 

CEY

Centamin – recommended offer, a profit again

 

CKT

Checkit – interims, how confident to be in its argued funded “path to profitability”?

 

NGHT

BREAKING SCANDAL: AIM awards shortlist out and it has been rigged

 

ASHI

Surely the FCA needs to look at the last Ashington fundraise as the shares halve again!

 

FUM

Futura Medical: paid for research note from Trinity Delta: LMFAO

 

Bearcast

Tom Winnifrith Bonus Bearcast: you are disgusted and so am I, PLUS a $49m zero

 

HEIQ

HeiQ – hopefully my prior warnings were heeded as “Trading Update” suggests it’s financially-distressed “reviewing strategic options”

 

Welsh_Flag

My inner Charles Ingalls is needed at the Welsh Hovel as Aunt Lucy plays the Indian from the Long Winter (who didn’t exist), Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh hovel: braving the rain to harvest, Tom Winnifrith

 

CAL

Capital & Regional (#CAL) – Takeover Panel extension to 5pm 26th September to allow discussions with NewRiver REIT (#NRR) to continue

 

MRL

Marlowe (#MRL) – intention to spin-off occupational health division onto AIM as Optima Health plc

 

TRN

Trainline (#TRN) – H1 revenue +16% YoY, states “ahead of expectations” though noting adjusted EBITDA

 

FEVR

Fevertree Drinks (#FEVR) – H1 EPS up to 6.49p and DPS to 5.85p though revenue -2%, states “strong start to the second half”

 

INSE

Inspired (#INSE) – H1 adj. EPS down to 4.37p, DPS up to 1.45p, notes FY “dependent on delivering a small number of significant optimisation services projects”

 

KEYS

Keystone Law (#KEYS) – H1 adj. EPS up to 14.6p, DPS to 6.2p, now expects FY “slightly ahead of current market expectations”

 

BRK

Brooks Macdonald (#BRK) – FY adj. EPS up to 163.8p, DPS to 78p, sale of International business for initial £28m and total up to £50.85m

 

IGG

IG Group (#IGG) – Q1 revenue +15% YoY, continues to expect FY “in line with market expectations”

 

NCC

#NCC Group – increased expectations following better than expected Cyber Security division performance

 

RSW

Renishaw (#RSW) – FY adj. EPS down to 133.2p, DPS maintained at 76.2p, inflationary pressures to affect near-term rate of profit improvement

Wednesday »

PBX

Will you pledge your support to sack the Probiotix board?

 

SBDS

Silver Bullet Data Services – with “a need for additional funding in the short-term”, interims positivity attempted ramptastic?

 

Bearcast

Tom Winnifrith Bearcast: Beware Greeks (called Adonis Pouroulis) bearing gifts

 

FDEV

Frontier Developments – full-year results argue “reset and back on track”, but to how much profitability?

 

SBTX

Lemming investor: Croda might buy Skinbiotherapeutics for £1 a share

 

Gold

Video: There Is No Path Forward Where Gold Doesn’t Do Well

 

VAST

Vast Resources; Deadline Day looms and its shares are almost at par. How screwed can it get?

 

BRCK

Brickability – states “resilient” trading, but is it financial details that dare not speak their name?

 

CEL

Celadon after the pump the dump and it may still go bust by Christmas

 

Boom

Breaking: PR BSD John West Belvedere, Rosewood and the HMRC, any trading whilst insolvent vicar?

 

RMV

Rightmove (#RMV) – implied 698p per share possible offer proposal from REA Group rejected as “wholly opportunistic and fundamentally undervalued”

 

CEL

Celadon Pharmaceuticals (#CEL) – £1.05m discounted placing at 40p per share, though only expected to fund through to December

 

GGP

Greatland Gold (#GGP) – £248.6m placing at 4.8p per share to fund cash consideration for Havieron and Telfer gold-copper acquisitions

 

BOO

boohoo (#BOO) – to fulfil US orders from UK, noting “significant reduction in ongoing costs” but US business write-downs

 

ASC

ASOS (#ASC) – refinancing update, net debt position reduced by approx. £150m with also the majority stake sale in Topshop and Topman IP

 

SMWH

WH Smith (#SMWH) – FY revenue +7% driven by “Travel” +10%, intends capital return including £50m share buyback

 

DNLM

Dunelm (#DNLM) – FY EPS slightly down to 74.4p, ordinary DPS up to 43.5p, “sales growth in FY25 expected to be driven by volume and further market share gains”

 

EPWN

Epwin (#EPWN) – H1 adj. EPS slightly down to 4.76p, DPS up to 2.10p, current trading “followed a similar trend to the first half”

 

BRCK

Brickability (#BRCK) – bricks demand down year-on-year, German tile manufacturing joint venture potential write-off

 

WINK

M Winkworth (#WINK) – H1 EPS up to 5.88p, DPS increased to 6p, notes “uptick in sales”

Tuesday »

CYAN

CyanConnode – how ‘pleasing’ an oversubscribed placing and subscription?

 

OPTI

Probiotix goes ahead and issues shares, screws investors: Optibiotix must go nuclear and sack CEO &, now Disgraced, Adam Reynolds

 

HTG

Hunting plc – after recent interims, a BUY!

 

ITX

Itaconix – “pleased to announce” interims, should it be?

 

Bearcast

Tom Winnifrith Bearcast: Is swimmer Iona a relation and is James Parsons a good chairman appointment?

 

LORD

Lords Group Trading – interims, how confident to be of full-year earnings in line with expectations?

 

IQE

IQE sales are vanity and EBITDA is bullshit earnings, adjusted or otherwise

 

TPX

TPXimpact – “maintaining” adjusted EBITDA targets, but how realistic really are they now?

 

Bearcast

Tom Winnifrith bonus bearcast: a bid for Centamin, better than a kick in the gonads

 

CEY

Centamin (#CEY) – recommended 163p per share, shares and cash ($0.125 per share), offer from AngloGold Ashanti

 

ONT

Oxford Nanopore Technologies (#ONT) – files US Court application for leave to serve subpoenas re. breach of contract action

 

IQE

#IQE – H1 another loss and increased net debt, FY “expected to be at the lower end of the range of analyst forecasts”

 

BOOM

Audioboom (#BOOM) – argues “excellent performance in August”, but emphasising adjusted EBITDA

 

TPX

TPXimpact (#TPX) – trading warning noting government “restrictions on spend… are proving to be more prolonged and severe”

 

MPAC

#MPAC – H1 adj. EPS up to 15.2p, notes in line with expectations but with H2 underlying profit weighting

 

SPEC

Inspecs (#SPEC) – H1 adj. EPS down to 2.72p, “whilst overall market conditions remain soft, H2 trading to date has exceeded the prior year”

 

LUCE

Luceco (#LUCE) – H1 adj. EPS up to 5.7p, DPS to 1.7p, “continues to perform in line with full year expectations”

 

LORD

Lords Group Trading (#LORD) – H1 adj. EPS down to 1.57p, DPS to 0.32p, “not expecting any change to trading conditions in the second half”

 

WIX

Wickes (#WIX) – H1 adj. EPS down to 7.1p, DPS maintained at 3.6p, current quarter improved trend helps underpin FY outlook

Monday »

ENET

Ethernity Networks – placing “to provide additional working capital”. Er, is it?…

 

Bearcast

Tom Winnifrith Bearcast: Three wrong'uns

 

NBB

Norman Broadbent – “pleased to announce” its interim results, but how ‘pleasing’ are they?…

 

CHLL

Photo Article: Someone's pulling my leg, a gift in the letterbox

 

LST

Light Science Technologies – passive fire protection business contract wins, but is overall ‘revenue generation materialising as expected’?

 

KEFI

Kefi and ShareStock: what can I say and what did Harry say?

 

EUA

Eurasia back from suspension and a great short as the morons buy the bull

 

MORE

Hostmore – as I warned it was two drunks trying to prop each other up, deal off and now set for shareholder wipeout!

 

Trump

Tom Winnifrith podcast: as Ukraine collapses Kamala Harris is in the last chance saloon in the debate tomorrow

 

Christopher_Booker

Revisiting water levels at Lake Vyrnwy: an inconvenient truth for the global warming cultists, Tom Winnifrith

 

LVCG

Live Company (#LVCG) – winding up hearing on 10th September, “continues to consult with its re-structuring advisors”

 

ICON

Iconic Labs (#ICON) – loan notes default waived to end-2024 for additional time for proposed reverse takeover

 

MORE

Hostmore (#MORE) – trading decline and acquisition discussions now off, present expectation delisting and winding up

 

UPL

Upland Resources (#UPL) – £0.6m subscription at 1.4p per share

 

PPS

Proton Motor Power Systems (#PPS) – Chairman Ali Naini “resigning… with immediate effect”

 

NBB

Norman Broadbent (#NBB) – H1 down on argued strong prior year period, notes some positive signs beginning to emerge across recruitment industry

 

BBSN

Brave Bison (#BBSN) – H1 adj. EPS up to 0.14p, expects to exceed current FY market forecasts

 

PEBB

Pebble Group (#PEBB) – H1 adj. EPS -10% to 1.87p, argues well placed to gain promotional products market share

 

CCC

Computacenter (#CCC) – H1 adj. EPS down to 55p, DPS up to 23.3p, “continue to expect stronger momentum in the second half”

 

CCR

C&C (#CCR) – H1 “in line with expectations” with phased Distribution business progress following prior year disruption

Sunday »

Bearcast

Tom Winnifrith Bearcast: Themes and reflections on Sharestock

 

Tom

Photo Article from Sharestock: two Irishmen, an Englishmen and then a dozen singing Welshmen to end the day

 

Professor

Visual Aid: The 10 Most Valuable Football Club Brands in 2024

 

Professor

Sunday Long Reads: Disappearing Peasants, Meeting the Pope, Stan Lee’s Last Days, Reporting Idlers, Greek Justice

 

Tom

Photo Article from Sharestock: tea

 

Gold

The View From The Montana Log-Cabin As Gold Fights Correction

 

Quiz

The ShareProphets Sunday Pub Quiz #257

 

Tom

Photo article from Sharestock: look who is talking to Harry Adams

 

Top-10

Notes from Underground – Most read articles for the week ending 7 Sept

Saturday »

Tom

Photo Article from Sharestock: Lunch, Malcolm Stacey and my cat tuck in

 

Tom

Photo Article from Sharestock: CEO Number 1 and Jim Mellon

 

URU

URU – Avoid This Shambles Like The Plague!

 

Oil-Rig

Photo Article from Sharestock: The Pete and Gary session

 

Tom

Photo article from Sharestock: My T Shirt for Ed, breakfast and Lucian starts the day

 

Bearcast

Tom Winnifrith Bearcast: late in the day news on Optibiotix & a very late utter shocker misleading double RNS from Eurasia Mining

Friday »

GPM

Golden Prospect Precious Metals – interims, a gold momentum Buy

 

Welsh_Flag

Photo Article from Sharesstock: rather you than me!

 

SUN

Useful Outfit that Makes Surgery Less Scary Could Cut A Higher Share Price.

 

Tom

ONE day to go, will you join the NINETY NINE folks on my lawn at Sharestock? Salmon cooking underway, LSE Asylum spreads lies

 

JSG

Johnson Service Group – interims, confidence for the full-year and beyond

 

Bearcast

Tom Winnifrith Bearcast: It is what they don't say that is worrying

 

G4M

Gear4music – AGM update, is its growth strategy to deliver results in the second half of this year?

 

Tom

Photo article from the Welsh Hovel: the calm before the Sharestock storm

 

NFG

Next 15 – I having questioned in June whether it was really to be H2 material improvement in trading conditions, now material profit warning!

 

ZPHR

Zephyr Energy drill results, good but no cigar, another placing nailed on vicar!

 

Bear

Video: The Failure of Central Planning and Central Banks, you have to own gold in an era of chaos

 

SYME

The fraud Supply@Me Capital - another rat leaves the sinking ship, RNS smells wrong

 

IES

Disaster for Andrew Monk and Invinity: lack of sales warning, CEO “resigned”, shares crash

 

Boom

Photo article from the Welsh Hovel the king of fish

 

VMUK

Virgin Money UK (#VMUK) – FCA and PRA consent for recommended acquisition by Nationwide

 

SYME

Supply@ME Capital (#SYME) – Enrico Camerinelli to resign from board, states it is to expand its “disclosure committee”!

 

CWR

Ceres Power (#CWR) – CFO Eric Lakin to “step down… to pursue other interests”, appointment of Stuart Paynter

 

PMP

Portmeirion (#PMP) – Finance Director David Sproston “stepping down… to pursue new opportunities”, appointment of Jonathan Hill

 

DARK

Darktrace (#DARK) – CEO Poppy Gustafsson ‘steps down’, COO Jill Popelka appointed CEO

 

IES

Invinity Energy Systems (#IES) – “more protracted sales cycle” trading warning, Jonathan Marren becomes CEO with Larry Zulch ‘retiring and stepping down’

 

FTC

Filtronic (#FTC) – relocating to a “new, larger, purpose-built state-of-the-art facility” in Sedgefield

 

G4M

Gear4music (#G4M) – trading “in line with the board's expectations”, though growth strategy “expect… to start delivering results in the second half”

 

NFG

Next 15 (#NFG) – “materially below” profit warning due to a contract non-renewal and technology and public sector spend weakness

 

BKG

Berkeley Group (#BKG) – “on target” to achieve FY pre-tax earnings guidance, to evaluate operating environment changes of government plan

Thursday »

INSG

Insig AI – full-year results, contrary to the CEO its success still a matter of ‘if’ not ‘when’?

 

Bearcast

Tom Winnifrith Bearcast: are we at the FU moment for Tern and the glory moment for Kefi?

 

SDY

Speedy Hire – AGM update, how confident to be in “second half weighting”?

 

Beggar

Avantgarde still not filed 2022 accounts, when will the useless FCA do something?

 

CHH

Churchill China – interims, how realistic now is meeting full-year expectations?…

 

CHLL

Chill Brands: how can it be this incompetent?

 

Gold

Video: Gold and Silver, The US Election – Existential Implications

 

XSG

Xeros Technology – I most recently having warned on commercial timings, it now reports delays ‘disappointment’…

 

Bearcast

Tom Winnifrith Bonus bearcast: Optibiotix says Probiotix fund raise illegal, beer and popcorn time, CEO Steen MUST quit

 

TERN

Tern: No Jam Tomorrow But A Lorry Load Of Ouzo For ShareProphets Following Dire Interims, A Cash Crisis And Now A Possible Open Offer

 

CHLL

Chill Brands (#CHLL) – appointment of Nick Tulloch as director, trading and assets recovery update expected this month

 

TERN

#TERN – dire interims and up to £0.60m open offer at 1.25p per share

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