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Notes from Underground – Most read articles for the week ending 6 May

By Darren Atwater | Sunday 7 May 2023

 

The Pub Quiz was number one once again week, and that's still very satisfying. It's probably because there was problem with the quiz last week and people kept trying over and over, but I'll take the win. The most read non-Quiz, non-Tom article last week was is welcome return by Malcolm Stacey, Here Are my Three Favourites in the Race for a Higher Share Price, at No 2 or No 2 including Bearcasts.

The most read ShareProphets stories this week were:

  1. The ShareProphets Sunday Pub Quiz #186
    It's time for the ShareProphets Sunday Pub Quiz.. There are no prizes! And remember, no Googling!

  2. Here Are my Three Favourites in the Race for a Higher Share Price.
    Hello Share Callers. As the British market’s still closed for the bank holiday, allow me to tell you about the three old favourites I hold that I’m most optimistic about…

  3. Pebble Beach Systems – 2022 results, “continuing the progress being made” - BUY
    Technology for the broadcast and streaming service markets group Pebble Beach Systems (PEB) has announced results for the 2022 calendar year and that it looks forward to continuing the progress being made.

  4. DEADLINE EXTENDED: Prize Competition: The Cliff Weight Appreciation six of the best shorting contest
    In the bad old days ShareSoc was run by a fellow who read about a German short seller planting a bomb and concluded that this was a sign of the desperate measures we beards might undertake to satisfy our vile greed. Bears bad – Globo good. These days Cliff Weight is in charge and he is far more enlightened and based on a 2021 portfolio he ran , we have a new prize contest ( prize 500 ml of Greek Hovel 2023 olive oil). Readers SIX OF THE BEST means a portfolio of SIX NOT FIVE, HINT IS IN TITLE!

  5. Fox Marble – Eco Buildings Group reverse takeover, eventually, moving ahead - STRONG BUY
    Fox Marble (FOX) has, eventually, announced further details of its proposed Eco Buildings Group reverse takeover along with a proposed further £2.7 million of equity issuance at 55p per share. Exciting times ahead?

  6. I almost fell for the scammers pretending to be Barclays
    Looking back on this I was a bit of a prize chump. But unlike the Mrs who handed over her bank details to some phone scammers a few years ago allowing them to clean out her account, I did not fall for it. I am a chump for not spotting this one straight away.

  7. The View From The Montana Log-Cabin As Gold Toils
    Gold finished the week at $1991 – marginally up from last week’s $1984, but still below $2000. It did get over that mark, but couldn’t sustain it. I sense it is just a matter of time before we see the all-time high challenged…..but it hasn’t happened yet.

  8. Bluebird Merchant Ventures, 10 million share trade reversed – an admission of insider dealing?
    I flagged up HERE that shortly before disappointing news from Korea a block of 10 million shares in Bluebird Merchant Ventures (BMV) went through at below market prices. We know, thanks to a TR1, that the seller was Southern Gold and I know, thanks to a party close to the company, that its executives had been made insiders. Now the trade has been reversed. Surely that is an admission of guilt?

  9. BREAKING: TruSpine – Mortgages Itself, But What Is The Security As Things Go From Bad To Worse
    Oh dear, oh dear, oh dear. If you thought things were bad at Aquis-lobster-potted TruSpine (TSP) they seem to have got a whole lot worse. Quite apart from the sack-the-board EGM Requisition, it now appears that the company has mortgaged itself up to the hilt – including its intellectual property…….but I might have bad news on that front. Oh, and it is Ouzo time once again as the company finally admitted that its would-be funder announced back in January with £200,000 available immediately isn’t funding it after all. Again. There's a surprise......not!

  10. Plant Health Care – 2022 results, is “frustrated” by the share price performance justified?
    Provider of biological products to enhance farming, Plant Health Care (PHC) states that it “is pleased to announce its results for the year ended 31 December 2022… revenue up 40% to $11.8m… on track to deliver long-term targeted revenue, cash breakeven and profitability”. So what of a current share price of 9.5p, down 18%, despite the announcement including that already “the board is frustrated that the company's share price performance does not reflect the positive progress in the delivery of its strategy”?

The most-listened to Bearcasts this week were:

  1. Tom Winnifrith Bearcast: It's oooooooooooooooooooo-uuuuuuuuuuuuuuuuuuuuuuuuuzo time!
    In today's podcast i start with a few words on the Wrexham victory parade then discuss Versarien (VRS), Kefi Gold & Copper (KEFI), Mirriad Advertising (MIRI), Braveheart (BRH), Solgenics (SGN), Tern (TERN) and UK Oil & Gas (UKOG).

  2. Tom Winnifrith Bearcast: By Jove I reckon Malcolm Stacey may be right about something
    I start with bad weather news from Wrexham, then consider international workers day and how experts change their minds. Then onto Malcolm's three top picks outlined earlier. I dismiss two but the third really might be a winner. What am I missing regarding City of London Investment Group (CLIG)?

  3. Tom Winnifrith Bearcast: The numbers from Lenigas run PennPetro stink, it is near as damn it bust but covering that up with changed year end
    First up I have extended the deadline to enter our latest prize contest to 7 AM tomorrow - please do enter HERE. The I make a plea to Brian Kinane and then look at Chesterfield (CHF), Wildcat (WCAT), the fraud Supply@ME Capital (SYME) then, in detail, the latest David Lenigas promote PennPetro (PPP). Finally the get out of jail card that stinks of cover-up at Bluebird Merchant Ventures (BMV).

  4. Tom Winnifrith Bearcast: Being flamed on Twitter by Trans activists, what a nightmare
    Okay I lied about doing a training walk today for Rogue Bloggers for Woodlarks. I offer two excuses and will do an extra two miles tomorrow. Please do donate HERE. Then I discuss why you should never mention anything critical of transgender folk or even, as did I, ask a question, as you will be flamed all day as I have been. Then I discuss Versarien (VRS), Supply@ME Capital (SYME) and the morons who own the shares.

  5. Tom Winnifrith Bearcast: sheer madness
    In today's Bearcast I discuss: Aptamer (APTA), Supply@ME Capital (SYME), Tintra (TNT), Versarien (VRS), Advanced Oncotherrapy (AVO) and Colin Bird's Bezant Resources (BZT).

  6. Tom Winnifrith Bonus Bearcast: May the 4th be with you - was and is Versarien a fraud or just a pointless company?
    On Star Wars Day I look in detail at whether Versarien (VRS) is or was a fraud or just a pointless & worthless AIM sewer penny share promote?

  7. Tom Winnifrith Main Bearcast: The 4th May not be with Argo BlockchainI am still celebrating Star Wars Day and discuss Tintra (TNT), Argo Blockchain (ARB), Deepverge (DVRG), Microsaic (MSYS), the madness at Msman Oil & Gas (MSMN) and the black hole at Bidstack (BIDS), hence its delayed results
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Market News

Newsboy
The real sex scandal in British Media is not Phil Schofield but Nick Cohen with the FT, The Guardian and Private Eye among the “guilty men” - Tom Winnifrith
 2 June 2023, 08:00
IQE
#IQE – Equities First margin call on director Drew Nelson, he’s “delivered a further 699,647 ordinary shares to Equities First”
 2 June 2023, 07:58
DPH
Dechra Pharmaceuticals (#DPH) – recommended offer of 3875p per share
 2 June 2023, 07:53
AMC
Amur Minerals (#AMC) – notes possible share offer from Ascent Resources (#AST), to consider the terms
 2 June 2023, 07:53
PRD
Predator Oil & Gas (#PRD) – rig to “commence drilling the MOU-3 well within the next 24 hours”, doesn’t bother to clarify on its water situation in Morocco
 2 June 2023, 07:52
ANP
Anpario (#ANP) – proposing up to £9m tender offer at 225p per share
 2 June 2023, 07:43
WIZZ
#WIZZ Air – May booked passengers +22.1% YoY, load factor up to 90.2%
 2 June 2023, 07:40
REVB
Revolution Beauty (#REVB) – issues delayed half-year results, another loss and shares currently remain suspended
 2 June 2023, 07:38
CFYN
Caffyns (#CFYN) – FY adj. EPS -19%, DPS maintained, argues “remain confident in the prospects”
 2 June 2023, 07:34
GTLY
Gateley (#GTLY) – expects FY adj. PBT “in line with market expectations”, “look forward to continuing to grow and diversify the business further”
 2 June 2023, 07:30

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Recent Comments

That Was the Week that Was

Friday »

MIRI

Mirriad Advertising – “pleased to announce” equity raise result…as it bails it out. But not for long!

 

Bearcast

Tom Winnifrith Bearcast: Oh no, the IRA man has another go at me

 

PTRO

Pelatro – emphasises “large contract” win, but what about the bottom-line financials?

 

BREAKING: Now Gabriel Grego goes short Tingo - he knows about companies claiming "net cash"

 

IQE

IQE, Drew Nelson and the scumbag scallywags at Equities First – another sordid chapter of pretence

 

Confetti

Video: The Inevitable Death of Fiat Currencies & why the entire British political class caused soaring inflation

 

CHRT

Cohort – trading “slightly ahead of expectations” and positive outlook, BUY

 

AMRQ

Amaroq Minerals – Q1 results and outline of workplan, STRONG BUY

 

OCDO

Ocado beats British Land to be the FTSE 100’s lantern rouge!

 

EUA

Eurasia Mining – a fortnight to “all the money’s gone for this £80 million joke?

 

Newsboy

The real sex scandal in British Media is not Phil Schofield but Nick Cohen with the FT, The Guardian and Private Eye among the “guilty men” - Tom Winnifrith

 

IQE

#IQE – Equities First margin call on director Drew Nelson, he’s “delivered a further 699,647 ordinary shares to Equities First”

 

DPH

Dechra Pharmaceuticals (#DPH) – recommended offer of 3875p per share

 

AMC

Amur Minerals (#AMC) – notes possible share offer from Ascent Resources (#AST), to consider the terms

 

PRD

Predator Oil & Gas (#PRD) – rig to “commence drilling the MOU-3 well within the next 24 hours”, doesn’t bother to clarify on its water situation in Morocco

 

ANP

Anpario (#ANP) – proposing up to £9m tender offer at 225p per share

 

WIZZ

#WIZZ Air – May booked passengers +22.1% YoY, load factor up to 90.2%

 

REVB

Revolution Beauty (#REVB) – issues delayed half-year results, another loss and shares currently remain suspended

 

CFYN

Caffyns (#CFYN) – FY adj. EPS -19%, DPS maintained, argues “remain confident in the prospects”

 

GTLY

Gateley (#GTLY) – expects FY adj. PBT “in line with market expectations”, “look forward to continuing to grow and diversify the business further”

 

PAY

PayPoint (#PAY) – anticipates FY adj. profit “at the top end of the range of market expectations”, continued positive trading

Thursday »

Bearcast

Tom Winnifrith Bearcast - it is Tingo-tastic day

 

Tingo threatens the bears with legals (again) so here is something from Google to explain about Tingo's 9 million supposed customers

 

SBDS

Silver Bullet Data Services – 2022 results argue “highly encouraged by the developments being made”. Er, what about the balance sheet?!

 

PRD

Has Predator Oil & Gas got a water problem in Morocco?

 

Boom

BREAKING: Tingo – so where are the 9 million claimed customers in Nigeria? Lets check out facebook!

 

SYME

The fraud Supply@ME Capital loan repayment tomorrow sweeptstake

 

AVO

BREAKING: Advanced Oncotherapy – No-One-Is-Watching O’Clock Action Raises Suspicions, was its share issuance legal?

 

DOCS

Dr. Martens – “all key metrics either ahead of, or in line with, last year”. Er, profit and cash generation not key metrics then?!

 

AUTO

Why I am happy to keep on avoiding Auto Trader shares

 

PURP

Purplebricks – just how bad is trading? Will investors get anything at all back? Lecram walks.

 

TechCast

Techcast: Understanding AI Episode 4 of 12 - How it will transform financial services

 

Butterwell

Photo article from the Welsh Hovel - trying my hand at Ginger Beer making: Tom Winnifrith

 

NETW

Network International (#NETW) – discussions with potential bidders “remain ongoing”, deadline extended to 5pm 9th June

 

SGZ

Scotgold Resources (#SGZ) – CEO Phil Day submits notice to resign, argues long hole stoping progress

 

WSG

Westminster Group (#WSG) – 2022 results, still a loss and cash down to £0.3m

 

AVCT

Avacta (#AVCT) – acquisition of Coris Bioconcept for initial £7.4m

 

CWR

Ceres Power (#CWR) – intention to move from AIM to premium main market listing

 

MEGP

ME Group (#MEGP) – H1 “strong trading performance”, FY guidance increased

 

DOCS

Dr. Martens (#DOCS) – FY EPS -29%, DPS +6%, further ‘investing in infrastructure and capabilities’

 

AUTO

#AUTO Trader – FY adj. EPS +6%, DPS +2%, confident of meeting current year growth expectations

 

ROL

Rotala (#ROL) – conditional disposals of Bolton depot and majority of its related vehicles for approx. £30.4m

 

CPI

Capita (#CPI) – completes sale of Resourcing and Security Watchdog businesses, initial cash proceeds of c.£17m

Wednesday »

Bearcast

Tom Winnifrith Bearcast: Andrew Bell vs 'Arry Adams vs Arthur Millholland vs Al Sisto vs Lyin' & Cheatin' Chris Cleverley

 

TGP

Tekmar – “new contract award”. How “significant” is it?...

 

Bear

Tingo - this twitter thread is devastating - Cleverley, Mercer, Dozy - your company is a zero

 

PYC

Physiomics – “Collaboration with The University of Sheffield” announcement. RNS Reach ramptastic?

 

AVO

Advanced Oncotherapy Statement Needed NOW as shares collapse and company is out of cash by its own admission

 

AFRN

Aferian – “additional cash funding… gives us adequate headroom over our covenants”. Er, is there and does it?!...

 

CHLL

The Chill Brands rise looks very spoofy, especially when you take a closer look at its latest partner - sell/avoid

 

TERN

Tern – Disastrous Results: The Chickens Are Coming Home To Roost

 

BME

B&M European Value Retail is quite punchy for a FTSE 100 company, but…

 

BOWL

This Outfit is Bowling Along in the Fast Lane and Could Be Worth a Throw.

 

Welsh_Flag

Photo Article from the Welsh Hovel - the last 2022 jam slips away: Tom Winnifrith

 

ENT

Entain (#ENT) – negotiations for deferred prosecution agreement with Crown Prosecution Service re. former Turkey business

 

TERN

#TERN – 2022 results, cash burn aplenty (natch!)

 

AFRN

Aferian (#AFRN) – up to £3.25m loan facility from shareholder Kestrel and intention to seek other funding

 

PMI

Premier Miton (#PMI) – H1 adj. PBT down to £7.9m, DPS to 3p, notes “market stress”

 

YU

Yu (#YU.) – strong trading momentum, expects FY “substantially ahead of current market expectations”

 

BOY

Bodycote (#BOY) – four months trading “modestly ahead” of expectations

 

BMY

Bloomsbury Publishing (#BMY) – FY adj. EPS +18%, DPS +10%, current year trading in line with growth expectations

 

SMWH

WH Smith (#SMWH) – Travel business “strong momentum”, FY expectations further improved

 

BME

B&M (#BME) – FY adj. EPS -12%, ordinary DPS -12%, expects higher adj. EBITDA this year

 

BAKK

Bakkavor (#BAKK) – Q1 LFL revenue +7.6%, FY outlook “now at the upper end of market expectations”

Tuesday »

KEFI

Tom Winnifrith bonus Bearcast: Kefi placing and Primary Bid Offer at 0.7p - I suggest you take it up

 

Bearcast

Tom Winnifrith Bearcast: Don't groan, another long chat with Steve O'Hara

 

CAR

Carclo – “pleased to announce” contract cancellation conclusion, but still what about those banking covenants?

 

Bear

Detailed Dossier: Tingo Part 2 Mmobuosi and Mercer. A Marriage Made in Heaven

 

HOME

Vindicated Bears Boatman & Viceroy respond to Home REIT non-admission of a very clear guilt

 

MLVN

Malvern International – trading update sparks shares, how ‘pleasing’ is the update?

 

MMAG

Trade-in Presentation by Back Market: when will it knock musicMagpie for six?

 

TMOR

Gangsta shareholders derail More Acquisitions RTO and screw their own company – but Doc Holiday is not the villain here

 

COOK

Cook's Coffee part 2 – the disgraceful omissions from today’s results- there will have to be a material uncertainty and more

 

MMM

MMM……Yet Another Andrew Monk VSA Disaster, This Time On The Sub-Standard List

 

OBD

Oxford BioDynamics – interims, funding outlook ‘as was the case at the previous period end’… but what about the already-raised net £8.5m since then?!

 

COOK

Cooks Coffee Results , another truly disgraceful and pointless IPO from Andrew Monk’s VSA

 

Madness

More house prices comedy

 

HOME

#HOME REIT – forensic accountants report “key findings”, considering its further actions

 

ULVR

Unilever (#ULVR) – CFO Graeme Pitkethly to retire in next year, formal search for successor now proceeding

 

GGP

Greatland Gold (#GGP) – to farm-in to the Paterson South tenure of #RIO Tinto

 

GGP

Greatland Gold (#GGP) – “Letter of Support” from banking syndicate including extending commitment and other fees period

 

MLVN

Malvern International (#MLVN) – confident-sounding trading update, but no bottom-line financials

 

SAL

SpaceandPeople (#SAL) – 2022 swing to loss, argues “have started 2023 in a strong position”

 

BOWL

Hollywood #BOWL – H1 EPS down to 12.2p, DPS +9% to 3.27p, argues confident “as customers look for value for money leisure experiences”

 

LIKE

Likewise (#LIKE) – business has continued to increase in line with current market expectations

 

SCT

Softcat (#SCT) – Q3 “further year-on-year growth… in line with its current expectations”

 

GNC

Greencore (#GNC) – H1 adj. EPS down to 0.5p, argues “a lag in inflation is expected to be largely recovered in H2”

Monday »

Bearcast

Tom Winnifrith Bearcast: why I am never short

 

SLP

Sylvania Platinum looks good value with strong production and PGM prices set to rise in the coming years

 

Price-Vs-Value

ShareProphets readers tips for 2023 prize competition – late-May bank holiday update

 

TERN

Bank Holiday Fun: A TERNology Sweepstakes – Vote Now

 

SBRE

Sabre could Dance Back to a More Cutting Share Price as Car Ownership Seems Set to Lunge Forward.

Sunday »

Bearcast

Tom Winnifrith Bearcast - I have escaped!

 

OCDO

What happens when Ocado falls out of the FTSE 100?

 

Professor

Sunday Long Reads: Guinness World Records, Museum Lighting, Tuna Costs, Soldier Filmmaker, Vemeer

 

Quiz

The ShareProphets Sunday Pub Quiz #190

 

Wolf-of-Wall-Street

Visual Aid: Charting the Number of Failed Crypto Coins, by Year (2013-2022)

 

Top-10

Notes from Underground – Most read articles for the week ending 27 May

Saturday »

Bear

Video: The Strongest Fundamentals for Gold Since 2008

 

Bearcast

Tom Winnifrith Bearcast: A lesson for Malcolm on "cheap" PEs, Phil Schofield and the real scandal at ITV & Tesco's John Allen and the witchhunt

 

BPM

B.P. Marsh & Partners – Kentro sale agreement looks to further highlight value, Keep Buying

 

Gold

The View From The Montana Log-Cabin As Gold Continues To Slither

 

CRU

Coral Products – positive full-year trading statement, Buy

 

Bull

Could Share Prices Burst Through that Unfriendly Damn? This Old Punter Rather Thinks so.

Friday »

KCT

Kin and Carta – “trading update” and argues “well positioned”. It means ‘profit warning’ and is it really ‘well positioned’?...

 

Bearcast

Tom Winnifrith Bearcast - I have a share to buy idea: what am I missing?

 

ITS

Itsarm – the farce further continues… but for how much longer now?

 

SHG

Shanta Gold – “exploration update” (and more), Buy

 

ESSN

Essentially this is a joke IPO right?

 

TATE

It might be a bit more about chickpeas nowadays and China rather than Coca-Cola, but Tate and Lyle shareholders should still love it

 

TERN

Tern: more bad news to close the week and next week will be disastrous results with a bailout placing needed

 

VLX

Volex – a recovery Buy? You Bet!

 

AMC

Amur Minerals – 1.8p on the way in dividends on June 14 so why are the shares only 1.8p?

 

VLRM

BREAKING: Valereum Blockchain – yet more undeclared related party deals Reverend Poulden?

 

REVB

Revolution Beauty (#REVB) – much-delayed results qualified with a material uncertainty around going concern, intends to publish interims “within the next two weeks”

 

CMH

Chamberlin (#CMH) – equity raise for just £0.36m at a discounted 3p per share

 

MBH

Michelmersh Brick (#MBH) – with joint CEO Frank Hanna to leave for Brickability (#BRCK), Peter Sharp to become sole CEO

 

BRCK

Brickability (#BRCK) – CEO Alan Simpson to retire from role, Frank Hanna to join as Chief Executive Designate “in due course”

 

WSBN

Wishbone Gold (#WSBN) – “MobileMT Enhanced Processing Results at Cottesloe” attempted ramptastic

 

PAF

Pan African Resources (#PAF) – reduces current year guidance due to production and electricity supply challenges

 

ACT

Actual Experience (#ACT) – appointment of Iain McCready as CEO, good luck chap!

 

OTMP

OnTheMarket (#OTMP) – Tom Carter to join as CFO on 3rd July

 

SYS

SysGroup (#SYS) – reconfirms trading guidance, CEO Adam Binks to step down and Heejae Chae to join as Executive Chairman

 

KCT

Kin and Carta (#KCT) – “a number of external factors have combined to reduce our expectations for the year”

Thursday »

GELN

Gelion – acquired patent portfolios update, how’s the cash burn?

 

Bearcast

Tom Winnifrith Bearcast: Dear Jonathan let me explain logic to you, I did not NOT say all Ukrainian women are hookers

 

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”?

 

EUA

Eurasia Mining: Cash now almost exhausted, no bidder – time for a full fess up statement, £82m market value a total joke

 

MSLH

Marshalls – “trading statement”. I right to have not been confident of ‘in line with expectations’?

 

TSP

BREAKING: TruSpine – Oopsadaisy……Ouzo At Deputy Sherrif Towers Too!

 

DLG

Unless you fancy yourself as an insurance expert, you can happily continue avoiding shares in Direct Line

 

PURP

KERBOOM: Ouzo at Sheriff Towers – it is essentially game over at Purplebricks

 

PALM

Panther Metals – Update On A Thus Far Piss Poor Share Tip

 

TechCast

Techcast No 1 - Your 12 part guide to AI

 

JOUL

Joules – Financial Reporting Council commences investigation into year ended 30th May 2021 audit by Deloitte

 

PURP

Purplebricks (#PURP) – currently an equity raise ‘lacks necessary support’ and sale process interest “materially below” current share price!

 

KNB

Kanabo (#KNB) – £2.54m bailout equity raise at 2.88p per share with warrants, up to £0.2m “broker option”

 

WAND

WANdisco (#WAND) – proposed appointment of Stephen Kelly as Interim CEO, good luck chap!

 

MSLH

Marshalls (#MSLH) – four months LFL revenue -14% YoY, “weaker than originally anticipated”

 

TET

Treatt (#TET) – H1 adj. EPS +10%, DPS +2%, expects FY “in line with board expectations”

 

MACF

Macfarlane (#MACF) – notes Q1 progress, “expectations for the full year are unchanged”

 

MIDW

Midwich (#MIDW) – FY expectations currently “unchanged”, but “challenging in a number of territories” market conditions

 

TTG

TT Electronics (#TTG) – argues “encouraging” revenue growth, remains focused on delivering strong profit growth

 

JD

JD Sports Fashion (#JD.) – proposed acquisition of Groupe Courir and review to simplify minority shareholdings

Monday »

Woodlarks

Photo article - back on the Rogue Bloggers for Woodlarks training walks - fun in the Welsh rain

 

UJO

Union Jack Oil – why not be more transparent Mr Bramhill?

 

Bull

Monday Bank Holiday macro and related ramble

 

CGS

Castings – anticipates full-year “ahead of market expectations”, Buy

 

Collapsing-Reactor

Video: 2023 Could be as Bad as 2008 for a banking crisis

 

Father Christmas

My share tips of the year 2023 – a May bank holiday update

 

BOOT

This Northern Powerhouse Might Occupy the Beleaguered Building World but it's Chances of a Rising Share are Booting Up.

Sunday »

Bearcast

Tom Winnifrith Bearcast: I was wrong, PL is right, should you fill your boots with Fox on Tuesday

 

TNT

Tintra and its bust up with its death spiral provider: yet more red flags for you vicar

 

Professor

Sunday Long Reads: Cricket Balls, Andreessen Horowitz, Real Dead Ringers, Saudi Silicon Valley, Joanna Simpson

 

IHG

I would love to stay regularly in a luxury IHG hotel…so why is its CEO leaving the company?

 

Wolf-of-Wall-Street

Visual Aid: How Smart is ChatGPT?

 

KAV

BREAKING: Karma hits Flip Flop Ben Turney, Kavango Action Group want him out & slate his troughing

 

Quiz

The ShareProphets Sunday Pub Quiz #187

 

Top-10

Notes from Underground – Most read articles for the week ending 6 May

Saturday »

TSP

TruSpine – No-One Is Watching O’Clock RNS Announces Sack-The-Board EGM: Beer And Popcorn For 31st May!

 

SBRY

J Sainsbury – full-year results, trading great momentum?

 

MACF

Macfarlane – another acquisition, still a value Buy

 

Gold

The View From The Montana Log-Cabin As Gold Has A Pop At All-Time High

 

BMV

Bluebird Merchant Ventures – 2022 results, still a risk/reward Strong Buy

 

LLOY

Is it Safe to Invest in UK Banks? Yes and Methinks it's a Bumper Buying Opportunity.

Friday »

APTA

Aptamer – having argued in January “good visibility on its commercial pipeline”... now a calamitous “trading update”! ANOTHER covid-era AIM IPO Roll-Call of Shame

 

Bearcast

Tom Winnifrith Bearcast: sheer madness

 

VRS

The Versarien Bailout Placing (natch) prize sweepstake result. And the winner is...

 

MTL

Metals Exploration – still a value recovery gold Buy after Q1 update?

 

SMDS

DS Smith – full-year trading update, a growth and income Buy?

 

EDEN

Eden Research full year numbers – countdown to next bailout now underway

 

SGZ

BREAKING: Scotgold – Now the Tree Huggers go on the attack flagging up environmental and financial risks of non-compliance with Restoration Bonds

 

IAG

More travel and less debt means good news for IAG. But how are you feeling about 2024 (and beyond)?

 

AVO

Advanced Oncotherapy – share price death & directors grabbing the assets postponed by a few weeks

 

CBX

Cellular Goods – shocking interims – guess when the cash runs out?

 

Warwick_School

Tomorrow’s coronation is the first since 1911 where my great grandfather is not officiating, I'll be with the vegetables - Tom Winnifrith

 

EDEN

#EDEN Research – 2022 loss of £2.2m on revenue of £1.8m, cash down to £2m

 

CBX

Cellular Goods (#CBX) – H1 £1.8m loss on revenue of just £0.03m, cash down to £2.9m

 

SYME

Supply@ME Capital (#SYME) – “first Inventory Monetisation transaction using traditional funding sources”, no financial position update (natch!)

 

BEN

Bens Creek (#BEN) – admits has wasted time with an unusable highwall miner, reckons a replacement will be fully operational today

 

AVO

Advanced Oncotherapy (#AVO) – further £1.37m of convertible loan notes, though still needs additional financing before end of this month!

 

CPX

CAP-XX (#CPX) – up to £0.5 million “retail offer” raises just approximately £0.18m

 

APTA

Aptamer (#APTA) – warns pipeline taking longer than expected to convert, having to explore funding options

 

TPX

TPXimpact (#TPX) – emphasises “strong new business performance”, though having to continue to engage with its bankers

 

IHG

InterContinental Hotels (#IHG) – “rate up 10% versus 2019 and occupancy now almost back to pre-Covid levels”

 

IAG

International Consolidated Airlines (#IAG) – “strong customer demand”, currently expects FY higher than top end of previous guidance

Thursday »

CTA

CT Automotive – after discounted bailout equity raise announced last week, now increased loss potential audit adjustments!

 

CPX

CAP-XX – massively discounted equity raise, hopefully my prior warnings were heeded

 

PEN

Pennant International – 2022 results, ‘solid foundations for continued recovery’ Buy

 

BARC

I almost fell for the scammers pretending to be Barclays

 

Bearcast

Tom Winnifrith Main Bearcast: The 4th May not be with Argo Blockchain

 

VINO

Virgin Wines – warns again! And with CEO Jay Wright stating this following covid-period growth… having argued then “a clear strategy to continue this growth over the coming years”!

 

TRN

Busy Thursday…but I had to spend a bit of time looking again at Trainline

 

Bearcast

Tom Winnifrith Bonus Bearcast: May the 4th be with you - was and is Versarien a fraud or just a pointless company?

 

SGZ

Letter to Marcus Stuttard at AIM Regulation – the BBC dobs Scotgold in, surely this is criminal?

 

WAND

From a 4 day week to a P45 in six months – life for a worker at the $1bn AIM fraud Wandisco

 

WAND

WANdisco (#WAND) – “reorganisation and review process” to reduce headcount by approximately 30%

 

ARB

Argo Blockchain (#ARB) – April update, monthly decline in crypto mined and no bottom-line financials (natch!)

 

SSPG

SSP (#SSPG) – agreement to acquire concessions business of Midfield Concession Enterprise, no financials provided

 

SHI

SIG (#SHI) – 2023 LFL sales +1%, helped by price inflation with “challenging market conditions”

 

SDRY

Superdry (#SDRY) – raises £12m via a placing and REX retail offer at 76.3p per share

 

NXT

Next (#NXT) – Q1 full price sales -0.7% YoY, though ahead of guidance of -2%

 

VINO

Virgin Wines UK (#VINO) – now expects FY sales “slightly lower than market expectations” and adj. PBT £0.5m-£1m

 

DOM

Domino's Pizza (#DOM) – notes sales growth and continued market share gains, new £20m share buyback programme

 

TRN

Trainline (#TRN) – FY swing to adj. EPS 7.7p, still down on pre-pandemic year

 

HL

Hargreaves Lansdown (#HL.) – Q3 net new business £1.6bn, closing Assets under Administration +4% in the quarter to £132bn

Wednesday »

Bearcast

Tom Winnifrith Bearcast: It's oooooooooooooooooooo-uuuuuuuuuuuuuuuuuuuuuuuuuzo time!

 

SDRY

Superdry – discounted equity raise, argues “the brand is recovering well”...so what about the withdrawing of profit guidance just last month?!

 

SGZ

BREAKING: The BBC admits the sordid truth about Scotgold’s pre placing ramp, surely this makes Scotgold's action criminal?

 

MIRI

Mirriad Advertising – “collaborates with Microsoft” ramptastic desperation as funding crisis further nears

 

VRS

VINDICATED YET AGAIN: Versarien bailout placing fails to hit targets, death postponed by only 2 months (at most!)

 

LST

Light Science Technologies – full-year results argue “can look forward with a certain degree of confidence”. Really?

 

HLN

Haleon tells me what to do with its shares

 

FOX

Fox Marble – Eco Buildings Group reverse takeover, eventually, moving ahead - STRONG BUY

 

ALGW

BOMBSHELL EXPOSE: Alpha Growth results – wholesale breaches of IFRS, FRC should be all over this!

 

BILN

This Futuristic Outfit Steeling itself for High Profits is Worth a Look

 

SGN

Solgenics (#SGN) – proposed AIM delisting, including to help “future negotiations with potential strategic investors and development funders”

 

HAYD

Haydale Graphene (#HAYD) – awarded some development funding from Welsh government, RNS Reach attempted ramptastic

 

MIRI

Mirriad Advertising (#MIRI) – “collaborates with Microsoft” attempted ramptastic

 

CARD

#CARD Factory – FY EPS up to 12.9p, confident of continued progress

 

FLTR

Flutter Entertainment (#FLTR) – Q1 growth including “very strong” US performance, expects additional listing in US late this year

 

RCH

Reach (#RCH) – 4 months to 23rd April revenue -5.9% YoY, notes cost actions

 

WIX

Wickes (#WIX) – 16 weeks LFL sales -0.6%, argues weather impact

 

BDEV

Barratt Developments (#BDEV) – notes some recovery, recent 12 weeks net private reservation rate 0.71

 

TIFS

TI Fluid Systems (#TIFS) – Q1 revenue +15% YoY, “maintaining 2023 outlook”

 

JMAT

Johnson Matthey (#JMAT) – agrees sale of Diagnostic Services business for £55m