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EPIC code: FRES

Fresnillo – AGM trading update, remains a sector recovery-underway Buy

By Tom Winnifrith & Steve Moore | Thursday 23 May 2024

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.

Metals miner from Mexico, Fresnillo (FRES) has issued an AGM update including that it is “proactively addressing” challenges and that overall “2024 has started as expected and our full year guidance is unchanged”. With gold and silver price strength, how good is this news from a now back below 640p share price?
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XPP
XP Power (#XPP) – Advanced Energy Industries not to make an offer
 18 June 2024, 07:59
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Tuesday »

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DCI

DCI Advisers shares to be suspended July 1 - more red flags vicar?

 

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PAT

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CGS

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DELT

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HE1

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AFC

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CBOX

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GBG

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RNWH

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Monday »

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VAST

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AREC

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BBSN

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PHE

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AREC

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WBI

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PTY

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BBSN

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AURR

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TSTL

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MSMN

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MEGP

ME Group International (#MEGP) – notes H1 growth, confident of FY growth “in line with market expectations”

Sunday »

Boom

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Welsh_Flag

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Saturday »

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YCA

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NGHT

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AAU

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LGEN

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Friday »

INSG

Insig AI – argues “laser focused” on converting its capabilities, but follows with vast share options grants!

 

Boom

Aquis Regulation responds re disgraced Dave Richard MBE: His stockmarket comeback now depends 100% on broker Oberon!

 

SRT

SRT Marine Systems – having moved its year-end to be more favourable just three months ago, how’s its trading?…

 

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Tom Winnifrith Bearcast: the woke always eat the woke, the case of Baillie Gifford

 

BOY

Bodycote – AGM trading update, more upside from this winning share tip?

 

BEN

GOTCHA! Ben’s Creek: some bears are on the pitch, they think it’s all over…it is now!

 

EZJ

easyJet – interims, now well positioned to deliver strong earnings growth?

 

Boom

Letter to Aquis Regulation – surely you must stop this IPO?

 

KIBO

Kibo lies in RNS: Dracula’s back with PR Genius Steffi Barbaglio as a bonus

 

Crime-Scene

BREAKING: Disgraced Dave Richards MBE of $1 billion fraud Wandisco Infamy and the stockmarket comeback

 

BEN

Bens Creek (#BEN) – gotcha!, commencing immediate proceedings to liquidate the company

 

KIBO

#KIBO Energy – “Corporate Restructuring and Repositioning” including “James Parsons proposed to join”!

 

CCR

C&C (#CCR) – prior years accounting adjustments, CEO and former CFO Patrick McMahon to “step down” acknowledging the shortcomings

 

SYS

SysGroup (#SYS) – placing and subscription raising £11m at 33p per share, up to £0.5m “retail offer”

 

SRT

#SRT Marine Systems – “longer than expected customer contract completion administrative processes” trading warning

 

ZED

Zenova (#ZED) – FY slightly increased pre-tax loss, admits funding risks

 

SSTY

Safestay (#SSTY) – 2023 loss, notes forward bookings significantly up and acquisitions

 

CFYN

Caffyns (#CFYN) – FY swing to loss, DPS down to 7.5p, trading conditions remain challenging

 

TPFG

Property Franchise Group (#TPFG) – trading momentum “has continued to build”, though mindful of some headwinds including General Election impact

 

BWY

Bellway (#BWY) – spring selling season “stronger trading”, argues for its next year “well-positioned to return to growth”

Thursday »

Tom

As Harry Adams of Kefi joins the lineup, Sharestock 2024 on September 7, More than 50% sold out, book your seats today

 

TMG

Mission Group – is increased possible offer from Brave Bison really “opportunistic and undervalues”?

 

Bearcast

Tom Winnifrith Bearcast: madness!

 

STG

Strip Tinning – argues “major high volume strategic” battery technologies nomination, but what’s its financial outlook?

 

WG

Wood Group – “to engage with Sidara” to seek a firm offer, further share price upside potential?

 

RTOP

Regtech Open – a sign that Mr. Market is sometimes mad

 

ECHO

Echo Energy – Death Spiral dissembling

 

SPEC

Inspecs – AGM trading update, “guidance for the full year remains unchanged”. How likely really now is the guidance to be met though?

 

AAU

Ariana – Due Diligence Completed in Zim: STRONG BUY, 5p initial target

 

VRS

Versarien – reduced losses and cash burn but net debt is the elephant in the room

 

Clown

Which AIM CEO credits her success with “emptying my head”

 

Fake_News

D Day: The BBC and others are rewriting history - Tom Winnifrith

 

Welsh_Flag

Photo Article from the Welsh Hovel: the nudes of the ex girlfriend: Tom Winnifrith

 

Black-Swan

D-day: Should Eisenhower have been tried for war crimes? Tom Winnifrith

 

Madness

Is this peak Guardian lunacy? Going to the gym will make you more likely to vote for Farage: Tom Winnifrith

 

OCTP

Oxford Cannabinoid (#OCTP) – gotcha!, cancellation of its listing

 

VRS

Versarien (#VRS) – H1 even “continuing operations” loss £1.5m and gross cash £0.7m, with overall net debt (natch!)

 

ECHO

#ECHO Energy – £0.5m “unsecured conditional convertible loan note agreement”

 

TRP

Tower Resources (#TRP) – subscription for just £0.1375m at 0.0115p per share

 

AAU

Ariana Resources (#AAU) – completes technical assessment of Dokwe project drilling programme including 1,222m of drilling for four holes

 

ITM

#ITM Power – expects FY even adj. EBITDA loss of £39m-£44m, net cash £230m

 

SPEC

Inspecs (#SPEC) – “anticipates revenue and EBITDA for H1 24 to be lower than the prior year”, argues expects H2 improvement

 

FEVR

Fevertree Drinks (#FEVR) – “market share gains across its regions and deliver topline growth in the year to date”

 

MTO

Mitie (#MTO) – FY adj. EPS up to 12.3p, DPS to 4p, outlook towards targets including “high single digit revenue growth expectations for the year”

 

HSP

Hargreaves Services (#HSP) – expects FY pre-tax profit “marginally ahead of market expectations”

Wednesday »

TIDE

Crimson Tide – hits back at Checkit’s “Possible Offer” announcement

 

VP

Vp plc – emphasises full-year “solid performance reflects strength of business”, how ‘strong’ then?…

 

Bearcast

Tom Winnifrith Bearcast: have the wretched Tories really jacked up taxes 1000 times since 2010?

 

CHH

Churchill China – “expectations for the year remain unchanged”, but how realistic actually are the expectations?

 

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AAU

Ariana Resources – positive Salinbas project drilling, Buy with year-end target 4p+

 

TGR

Tirupati Graphite – I am calling you out for lying in an RNS, show I am wrong!

 

ESNT

Essentra – AGM trading update, patient recovery Buy

 

EUA

Eurasia Mining – as cash crisis looms statement needed ASAP

 

TM1

The soon to be millionaires on the Technology Minerals “private” Telegram chatroom group

 

Tom

The ancestral home in Donegal is up for sale, sadly I do not have 1.95 million Euro to spare: Tom Winnifrith

 

TGR

Tirupati Graphite (#TGR) – ‘response to requisition group’, argues “clarification including around director nominations, appointments, and resignations”

 

AGL

Angle (#AGL) – proposed £10.56m equity raise at 15p per share including up to £2.06m open offer

 

ARB

Argo Blockchain (#ARB) – “May Operational Update”, no bottom-line financials (natch) though even “mining revenue” -56% on prior month

 

STVG

STV (#STVG) – Q1 total advertising revenue +5%, “expected to be up 15-20% in Q2 driven by Euro 2024”

 

CHH

Churchill China (#CHH) – trading “broadly in line with management's expectations”, “markets remain subdued”

 

CNA

Centrica (#CNA) – trading “in line with expectations against the backdrop of a more normalised external environment”

 

RFX

Ramsdens (#RFX) – H1 EPS edged up to 9p, DPS +9% to 3.6p, H2 “continued positive performance”

 

VP

Vp (#VP.) – FY adj. EPS -5% to 74.8p, DPS +4% to 39p, “confident in our ability to react to changes in end markets”

 

SMWH

WH Smith (#SMWH) – Q3 LFL revenue +4% YoY, “on track to deliver full year in line with expectations”

 

BME

B&M (#BME) – FY adj. EPS edged up to 36.8p and ordinary DPS to 14.7p, “remain confident in our outlook for cash generation and profit growth”

Tuesday »

PHC

Plant Health Care – “Expanded New California Label for Employ”, but reducing balance sheet strength?

 

AST

So Farewell then James Parsons

 

Bearcast

Tom Winnifrith Bearcast: why the hell not vote for Farage?

 

AUK

BREAKING: Aukett Swanke – intra-day “Smart Buildings software contract win” is actually also a material trading warning!

 

CKT

Checkit – announces approach to Crimson Tide to create “a market leader in workflow software solutions”. Really?…

 

UKOG

UK Oil & Gas – after the pump well guess what?

 

PFC

Petrofac unsuspended, shares soar: its all technical, don’t get caught long or short with your trousers down

 

GoldfishShark

Video: We Have Entered A Precious Metals Acceleration Phase

 

WSBN

BREAKING: Wishbone Gold and the mystery of the 1p Warrants

 

AVO

BREAKING Want to buy a bankrupt AIM failure? Now is your chance: deadline 12 June

 

Trump

Tom Winnifrith podcast: the US election after the Stormy Daniels case, the Ukrainian war and the British election as Farage steps up to the plate

 

CKT

Checkit (#CKT) – possible 7 shares per share formal approach to board of Crimson #TIDE

 

TMG

Mission Group (#TMG) – revised 13.9 Brave Bison (#BBSN) shares per share possible offer proposal, evaluating but its preliminary view is undervalues

 

UKOG

UK Oil & Gas (#UKOG) – further shares confetti issuance for £55,000 loan repayment

 

VAST

#VAST Resources – Q1 update, Baita Plai mine production levels “constrained” as “awaits the finalisation of the refinancing”

 

KNB

Kanabo (#KNB) – “launching an additional 14 in-pharmacy clinics across the UK”, no financials (natch!)

 

MIRI

Mirriad Advertising (#MIRI) – 2023 £10.9m loss and cash down to £6.1m, notes £6.8m equity raise last month

 

WIZZ

#WIZZ Air – May booked passengers +2.1% YoY, load factor +0.7ppts to 91%

 

SRC

SigmaRoc (#SRC) – exercises call option to acquire Polish lime operations of #CRH for €100m deferred consideration

 

BATS

British American Tobacco (#BATS) – H1 update, “expected H2 acceleration driven by the phasing of innovation in New Categories, and the benefits of H1 investment”

 

CHG

Chemring (#CHG) – H1 adj. EPS down to 6.6p, DPS up to 2.6p, expects heavier H2 weighting

Monday »

AMRQ

Amaroq Minerals – confirms a copper porphyry system, a bonus! Buy

 

MORE

Hostmore “AGM Trading Update”, still tough going for particularly CFO Matthew Bibby – not Matthew Biddy!

 

Bearcast

Tom Winnifrith Bearcast: Has Panmure sacked a quarter of its staff today? What Jim Mellon would say about Tirupati...

 

BOWL

Hollywood Bowl – interims, how “excellent” a performance?

 

PHE

Powerhouse dismal results, the valuation is absolutely insane.

 

HERC

Hercules Site Services – argues “pleased to announce” interims, but how ‘pleasing’ really are they?...

 

TGR

VIDEO: Tirupati Graphite – these allegations are shocking

 

TERN

Letter to Financial Reporting Council re Tern 2023 accounts: investigation needed

 

Gold

Video: Death of Fiat Money Means Incredible Targets for Gold, Silver, & Copper

 

CHLL

BREAKING: Chill Brands shares suspended – it admits it has no idea about current trading or its financial position

 

SONG

Hipgnosis Songs Fund (#SONG) – revised recommended acquisition by Blackstone at $1.31 per share

 

TKO

Taseko Mines (#TKO) – Gibraltar Mine now on care and maintenance due to strike action

 

PFP

Pathfinder Minerals (#PFP) – update on proposed acquisition including “commitments from specialist resource investors”

 

WHI

W.H. Ireland (#WHI) – agreement to sell Capital Markets division for deferred consideration

 

PHE

Powerhouse Energy (#PHE) – 2023 another loss, cash down to £4.3m

 

MORE

Hostmore (#MORE) – 20 weeks LFL sales -10% YoY, expectation that net debt will reach a peak for the year at end-Q3

 

FRAN

Franchise Brands (#FRAN) – now expects FY adj. EBITDA “at the top end of the range”, update on dividend

 

HERC

Hercules Site Services (#HERC) – H1 swing to small PBT, DPS maintained at 0.6p, “on track to meet market expectations for the full year”

 

BOWL

Hollywood #BOWL – H1 adj. EPS +6% to 13.60p, DPS +22% to 3.98p, argues “well positioned to grow”

 

TPFG

Property Franchise Group (#TPFG) – £20m acquisition of The Guild of Property Professionals and Fine & Country

Sunday »

Bearcast

Tom Winnifrith Bearcast: Another ffing INSET day and don't shoot the messenger

 

Gold

The View From The Montana Log-Cabin As Gold Eases A Little More

 

PRD

Lonny Baumgardner of Predator Oil & gas is the new Sir Les Patterson of UK small caps but he is also paranoid, deluded and a shyster

 

GPM

Golden Prospect – Christmas Tip Update And Proposed Share Buy-Back. Shares can still treble

 

Professor

Sunday Long Reads: Solar Storms, Tweet Lawyers, Stasi Secrets, Kong Kong Spies, Utopias

 

Professor

Visual Aid: Visualizing Berkshire Hathaway’s Stock Portfolio (Q1 202)

 

Quiz

The ShareProphets Sunday Pub Quiz #243

 

Top-10

Notes from Underground – Most read articles for the week ending 1 June

 

Welsh_Flag

Photo Article from the Welsh Hovel: First Strawberries, Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith Bearcast: I think the shares could five bag by Christmas but the CEO is an A grade knob anyway

 

TERN

Rules are for little people No 2 – Tern

 

REAT

React Group – interims, a pipeline remains strong Buy for 33%+ upside

 

SYME

Rules are for little people No 1 – Supply@ME Capital

 

BMV

Bluebird Merchant Ventures – follows further progress in the Philippines with now progress in South Korea too, Buy

 

CLIG

Give CLIG some CLOG and Perhaps You'll Make a Few Bob

Friday »

CMO

CMO Group – 2023 results arguing “remains well financed”. Er, does it?…

 

Bearcast

Tom Winnifrith Bearcast: An old style Fleet Street wake at El Vinos on the cards thanks to Killer Frogs while Corcel directors should be in jail

 

AFRN

Aferian – full-year results, “a stable financial platform on which the group can move forward”. Er, really?…

 

SEPL

Seplat Energy has enjoyed a good share price rise recently but there should be plenty more to come during 2024 and beyond - buy

 

KEFI

Kefi – does this answer the second bank question?

 

HARL

Harland & Wolff going to zero even with a Labour win says Evil Banksta

 

OCTP

Oxford Cannabinoid, surely this is a complete porky from Clarissa and the gang?

 

RTOP

GOTCHA! Regtech Open: CEO walks less than 10 months after joining, market rules breached AGAIN

 

TERN

Tern – Statement Needed Over Wyld As Disastrous Q1 Results Released And Bonkers IFRS

 

Tom

Tom Winnifrith Video with moneyMagpie: avoiding GroupThink in shares and in general

 

RTOP

RegTech Open Project (#RTOP) – CEO Ian Halliday-Pegg “has tendered his resignation… effective today, to enable him to focus on his personal business interests”

 

OCTP

Oxford Cannabinoid (#OCTP) – re. a Matched Bargain Facility, “concluded that it is not practicable in the short term to put in place”

 

LPA

#LPA – CEO Paul Curtis “has stepped down… will remain as an employee of the group until 31 July”

 

RBG

Revolution Bars (#RBG) – ends Formal Sale Process after no takeover proposals, launches “restructuring plan”

 

SEEN

SEEEN (#SEEN) – fundraise including £0.8m at 3p per share with warrants and £0.3m convertible loan notes

 

PFC

Petrofac (#PFC) – 2023 increased loss, “auditors have disclaimed their audit opinion”

 

DPP

DP Poland (#DPP) – 2023 another loss, emphasises growth roll-out

 

CMO

#CMO – 2023 swing to loss, continuing LFL sales decline though currently moderating

 

JD

JD Sports Fashion (#JD.) – FY adj. EPS down to 12.1p, DPS increased to 0.9p, notes “a volatile market”

 

NWG

NatWest (#NWG) – agreement to purchase £1.24bn of its shares from HM Treasury

Thursday »

Bearcast

Tom Winnifrith Bearcast: Happy birthday Tha Tha, 94 today

 

TPX

TPXimpact – reiterates previously-announced targets, but how realistic are they now?

 

EGT

Tom Winnifrith Podcast Interview European Green Transition, Cathal Friel and Jack Kelly

 

DOCS

Dr. Martens – results “reflect continued weak USA consumer demand”, so why the share buybacks and dividends?!

 

GSP

The stink of manure at fertilizer company Gensource as its AIM sewer career draws to a close

 

SALT

Microsalt Results are piss poor and show the utter deceit of the AIM IPO

 

COG

Cambridge Cognition – from start of the month “expect that the group will remain cash positive” to now already doesn’t… and a discounted fundraising!

 

TERN

Tern – Disastrous And Grossly Misleading FY23 Numbers: this company is BUST!

 

NGHT

Sarah Willingham was the odd one out, now she fesses to breach of AIM Rules re Revolution Bars

 

Clown

Failed fund manager turned share blogger reckons that the Tories might yet win the election

 

Welsh_Flag

Photo article from the Welsh Hovel: half term fun making elderflower cordial as the cat watches on - Tom Winnifrith

 

GSP

Gensource Potash (#GSP) – discloses 9th May related party transaction, nominated advisor Strand Hanson resigns and shares suspended

 

NGHT

Nightcap (#NGHT) – “notes, with disappointment” rejection of proposal by Revolution Bars (#RBG)

 

COG

Cambridge Cognition (#COG) – raises £2.5m at 40p per share

 

TERN

#TERN – 2023 stated NAV per share halved to 3.2p, further cash burn (natch)

 

PMI

Premier Miton (#PMI) – H1 profit fall but DPS maintained at 3p, notes recent improving flow environment

 

DOCS

Dr. Martens (#DOCS) – FY EPS down to 7p and DPS down to 2.55p, net debt up to £357.5m

 

AUTO

#AUTO Trader – FY adj. EPS +8% to 29.37p, DPS +14% to 9.6p, “confident in our prospects”

 

SFT

Software Circle (#SFT) – acquisition of workflow and digital asset management business Be The Brand Experience for £3.5m

 

RWI

Renewi (#RWI) – agreement to divest UK Municipal business after pre-completion funding for contractual obligations

 

TRAF

Trafalgar Property (#TRAF) – share reorganisation circular “postponed” due to “preliminary stage” reverse takeover discussions

Wednesday »

TERN

BREAKING: Tern – Disaster Strikes At Wyld

 

TRAF

Trafalgar Property RTO – those clever City chaps at SPARK Advisory and Peterhouse are just taking the piss

 

Bearcast

Tom Winnifrith Bearcast: Odd one out contest: Disgraced Piers Linney of Outsourcery infamy, La Willingham, Mr Carbon Jack and Mr Dylan's Ice Cream

 

TERN

Letter to AIM Regulation – TERN, rule breaches & market abuse

 

KMK

Kromek – “expects to report positive EBITDA”, but how much of an achievement is that?

 

Clown

Which company said this in its 2022 Annual Report?

 

AAU

Ariana – Good News From Turkey

 

SBTX

Skinbiotherapeutics – more death spiral vicar? Stuart Ashman destroys even more value

 

TERN

BREAKING: Talking Medicines Accounts out – Tern directors should be in jail for market abuse

 

INSP

Inspirit’s Gunn wastes no time with the dump after the pump

 

TERN

BREAKING: Tern – In For A Wyld Ride As Annual Report Lands At 8PM Swedish Time on deadline day

 

IDS

International Distribution Services (#IDS) – recommended 370p per share offer

 

BHP

#BHP – updates on offer for Anglo American (#AAL), “believes a further extension… is required to allow for further engagement on its proposal”

 

BMV

Bluebird Merchant Ventures (#BMV) – extension of Gubong project Permit to Develop

 

TM1

Technology Minerals (#TM1) – “Appointment of Operations Director at Recyclus”, good luck to Tony Walmsley!

 

SBTX

SkinBioTherapeutics (#SBTX) – “convertible bonds” conversion notice, more shares confetti issuance

 

KMK

Kromek (#KMK) – expects to report FY “positive EBITDA… ahead of market expectations”, but provides no financial specifics

 

IPX

Impax Asset Management (#IPX) – H1 adj. EPS -7% to 16p, DPS maintained at 4.7p, “asset owner sentiment… has improved in recent months”

 

PETS

#PETS At Home – FY adj. EPS -9% to 20.7p, DPS maintained at 12.8p, argues “should begin to benefit from previous investments and key productivity programs”

 

BMY

Bloomsbury Publishing (#BMY) – $83m acquisition of academic publishing business of Rowman & Littlefield

 

FSTA

Fuller, Smith & Turner (#FSTA) – agreed terms to sell 37 pubs from Tenanted Inns division for £18.3m, a £1.6m premium to gross asset value

Tuesday »

Bearcast

Tom Winnifrith Bearcast: Sarah Willingham and Nightcap, even by the standards of AIM this is a scandal

 

EQT

Tom Winnifrith interview with David Palumbo of Eqtec

 

VIC

Victorian Plumbing – interims, full-year to be even “broadly in line” with current expectations?

 

BIRD

Blackbird, chairman to leave – is that an issue?

 

DISP

Dispensa serves up another sign of the collapsing Dominic White/Alessandro Zamboni empire

 

XSG

Xeros Technology – how “significant” is the 2023 results “operational and commercial progress”?

 

SYME

Tern & Supply@ME Capital- missing news on deadline day!

 

EQT

Eqtec, Inspirit and GIS – it’s a small world innit?

 

NGHT

BREAKING: Nightcap in disarray and in breach of AIM Rules as Revolution explains the facts of life & tells it to Foxtrot Oscar

 

Cat_Fixing_Lightbulb

Paid subscribers, take a look at a refreshed ShareProphets

 

RBG

Revolution Bars (#RBG) – “following legal advice, the board has concluded that the Nightcap (#NGHT) proposal is incapable of being delivered”

 

CNG

China Nonferrous Gold (#CNG) – AIM cancellation following prior suspension

 

EQT

EQTEC (#EQT) – “fundraise of c. £850,000 (gross) at 1.4 pence per ordinary share”

 

ADT1

Adriatic Metals (#ADT1) – intends to raise approx. $50m via CHESS Depositary Interests

 

ADT1

Adriatic Metals (#ADT1) – sale of concentrates from Vares silver operation and first shipment has left site

 

BMV

Bluebird Merchant Ventures (#BMV) – Environmental Impact Study work programme commenced at Batangas project

 

SCT

Softcat (#SCT) – Q3 “further growth… consistent with the first half”

 

BIG

#BIG Technologies – 4 months to end-April revenue “unchanged”, though contract in Colombia shortly ending

 

GEN

Genuit (#GEN) – 4 months to end-April revenue -8.6% YoY, emphasises “continued improvement in underlying operating margin”

 

VIC

Victorian Plumbing (#VIC) – H1 adj. EPS up to 2.7p, DPS to 0.52p, argues confidence in “profitable growth strategy”

Monday »

BMV

Bluebird Merchant Ventures sups with the devil, Zak Mir podcast

 

Bearcast

Tom Winnifrith Bearcast: There is no need to own Boohoo, its bonuses are obscene but not shocking

 

Black-Swan

Video: War Equals Massive Inflation

 

ARB

Bitcoin Mining. A Structurally Unprofitable Business: so an ETF and a stock to short

 

Price-Vs-Value

ShareProphets readers tips for 2024 prize competition – late-May bank holiday update

 

THS

Tharisa – interims, remains a recovery Buy

 

NGHT

BREAKING: NightCap planned placing at 5p – document out: two massive red flags

Sunday »

Bearcast

Tom Winnifrith Bearcast: Malcolm's madness meme and green stocks

 

Gold

The View From The Montana Log-Cabin As Gold Puts In A Nasty Reversal

 

Professor

Visual Aid: The World’s Largest Lithium Producers

 

Professor

Sunday Long Reads: Failed Prophet, Superhuman AI, Google Search Killer, Psychiatric Labels, Cambodia

 

Quiz

The ShareProphets Sunday Pub Quiz #242

 

Top-10

Notes from Underground – Most read articles for the week ending 25 May

 

Tom

Tom Winnifrith postcard: the Ukraine Russia war as the USA rejects peace and the American Election gets worse and worse for Biden

Saturday »

Bearcast

Tom Winnifrith Bearcast: Avacta, Novacyt and Roquefort - 3 sells, at least 2 zeros

 

Clown

A failed fund manager turned share blogger says he's no expert but buy Chinese shares

 

TERN

Tern – The Maths That Shows It Is Dicing With Default

 

AET

Afentra has already been a big success story but I think there is plenty more to come - the shares are a BUY

 

BMS

Braemar – full-year results, we are up on this tip but still a value Buy

 

CWR

Green Companies Surge More than Most on New Orders, like Ceres Power

Friday »

ENSI

EnSilica – “pleased to announce” equity fundraising. Er, what about the price discount then?

 

CAV

Photo article: an ode to smug Sam Smith as she turns 50

 

Bearcast

Tom Winnifrith Bearcast: Stop denying my Anglo Saxon DNA you left wing, race baiting, academic prick

 

Bitcoin

Video: Zombie Bitcoin Mining Companies Drain Shareholder Wealth

 

CHLL

Chill Brands – Letter to the FCA

 

WG

Wood Group – possible bid updates on this winning share tip

 

GRL

GOTCHA! Goldstone Resources: duff AIM Rule 26 link after botched fund raise, is this the worst run company on AIM?

 

ZTF

Zotefoams – emphasises “a positive trading update”, but bank a 42% less than four months profit?

 

AMRQ

Amaroq Minerals – near-term catalysts mean again a Buy at 73p to sell at 100p+

 

WSBN

Wishbone Gold: Richard Poulden talks cock (again) as more confetti issued

 

Tom winnifrith: Who hates Jews more: Ken Loach or the Guardian?

 

WG

Wood Group (#WG.) – further higher offer proposal of 220p per share by Sidara rejected as “continued to significantly undervalue the group and its prospects”

 

SCE

Surface Transforms (#SCE) – expands open offer, raising £3m at 1p per share

 

ENSI

EnSilica (#ENSI) – conditionally raises a gross £4.9m at 45p per share, notes also a “retail offer through WRAP”

 

PEN

Pennant International (#PEN) – raises approx. £1.36m at 25p per share

 

FRP

#FRP Advisory – directors and partners sell 20,365,453 shares at 128p each

 

CAV

Cavendish Financial (#CAV) – COO Richard Snow to “step down” on 31st July, stated “desire to pursue a new direction and return to a CFO role”

 

ABDN

abrdn (#ABDN) – CEO Stephen Bird to leave, CFO Jason Windsor to be appointed Interim CEO while a formal search process is completed

 

TRB

Tribal (#TRB) – agreed to pay Nanyang Technological University £3.1m (SGD5.3m) contract dispute “full and final settlement” over next 18 months

 

KINO

Kinovo (#KINO) – emphasises positive trading, year ended 31st March 2024 ahead of its initial expectations

 

ITRK

Intertek (#ITRK) – four months LFL revenue +7%, reaffirms 2024 growth outlook

Thursday »

FRES

Fresnillo – AGM trading update, remains a sector recovery-underway Buy

 

IXI

IXICO – contract win & interims, how ‘confident’ to be that it has “adequate financial resources… for the foreseeable future”?

 

Bearcast

Tom Winnifrith Bearcast: To my surprise I do have 1 female listener and relay her message to my wife

 

APTA

Aptamer – new contracts announcement today follows a partnership announcement just yesterday, attempted ramptastic?

 

HL

Who’d have thought it: Hargreaves Lansdown “in play” as £5 billion takeover target: BUY, SELL or HOLD?

 

TERN

Has Nigel got his maths right? Is Tern in deep merde and in technical default on its asset backed loan?

 

ARB

Argo Blockchain Q1 numbers – the bitcoin price surges and guess what?

 

ETP

Eneraqua Technologies – “pleased to announce its audited full year results”, so why currently a further approaching 8% share price fall?

 

TM1

Chaos in the Technology Minerals Telegram Group – the rats in a sack are fighting as never before led by paranoid KeithH

 

Boom

Breaking: Now Dominic White puts up his yacht up for sale for £1.395 m (VAT excluded) - can you smell a cash crisis?

 

HL

Hargreaves Lansdown (#HL.) – notes possible offer approaches rejected as considered to “substantially undervalue”, latest at 985p per share

 

NG

National Grid (#NG.) – underwritten rights issue (7 for 24) to raise approx. £7bn at 645p per share

 

CVSG

CVS (#CVSG) – notes CMA decision for pets veterinary services market investigation, states will “proactively support the CMA through this market investigation”

 

ARB

Argo Blockchain (#ARB) – Q1 another net loss and a debt level of which management dare not speak!

 

AJB

AJ Bell (#AJB) – H1 EPS up to 11.11p, DPS to 4.25p, argues a great position to take advantage of opportunity

 

RR

Rolls-Royce (#RR.) – continued industry supply chain challenges, but argues its trading provides confidence in its 2024 guidance

 

AV

Aviva (#AV.) – emphasises Q1 growth and argues “real optimism about 2024”

 

BAKK

Bakkavor (#BAKK) – Q1 LFL revenue +3.2% YoY, now expects FY ahead of current market expectations

 

TATE

#TATE & Lyle – agreement to sell remaining 49.7% interest in Primient business for $350m, net proceeds for a share buyback programme

 

TATE

#TATE & Lyle – FY adj. EPS +18% to 55.5p, DPS +3% to 19.1p, this year expects volume growth accelerating as year progresses

Wednesday »

Bearcast

Tom Winnifrith Bearcast: Saturday Night from hell looms, think of how I will be suffering

 

ZED

Zenova – “major contract win” attempted ramptastic?, why’s it still year ended November 2023 results that dare not speak their name?

 

Clown

A failed fund manager turned share blogger asks who is in charge of inflation?

 

Boom

BREAKING: Dominic White: where are the shareholder’s yachts?

 

FDBK

Feedback – trading update argues set to “build on the fantastic foundation that we have built”. Er, what about that continuing cash burn?

 

TM1

Technology Minerals can this really be true?

 

MMAG

musicMagpie AGM statement: read between the lines, it is all going horribly Pete Tong

 

POLX

Polarean Imaging – “delighted to announce today's successful placing and subscription”. Er, what about the more than 70% discount?!

 

BEN

GOTCHA! Ben’s Creek to appoint adminstators, Nomad quits, a roll call of shame as $70m+ up in smoke in 31 months on the AIM casino

 

NGHT

NightCap planned placing at 5p – it is taking the piss as it is going bust

 

Tom

Tom Winnifrith Postcard: Israel, the ICC and the US election

 

Crime-Scene

Tom Winnifrith: The brother of a man murdered by the NHS writes about "the envy of the world"

 

BEN

Bens Creek (#BEN) – gotcha!, “resolved to file a notice to appoint administrators”. Nomad Allenby Capital resigns

 

NGHT

Nightcap (#NGHT) – attempting bailout fundraising at 5p per share

 

MMAG

musicMagpie (#MMAG) – Q2 only “broadly in line with management's expectations” and even that only with “cost control and lower overheads”

 

POLX

Polarean Imaging (#POLX) – bailout $10m (£8m) placing at just 1p per share

 

MAB

Mitchells & Butlers (#MAB) – H1 adj. EPS up to 13.6p, though still net debt above £1bn

 

MKS

Marks and Spencer (#MKS) – FY adj. EPS up to 24.6p, restored DPS at 3p, confident of further progress

 

STAF

Staffline (#STAF) – “uplift in temporary worker hours”, FY “on track to deliver results in line with management expectations”

 

MAB1

Mortgage Advice Bureau (#MAB1) – “purchase-related activity has picked up” but “mortgage activity… remains below long-term averages”

 

VANL

Van Elle (#VANL) – expects FY LFL revenue -12%, noting housing and infrastructure sectors conditions impact

 

MEGP

ME Group (#MEGP) – sale of Sempa business for €4.6m, “continues to operate 441 freshly squeezed orange juice machines in Japan”

Tuesday »

KEFI

Kefi Gold & Copper – company and government formally launch Tulu Kapi project & a share issue, still Strong Buy

 

SHOE

Shoe Zone – “pleased to announce its interim results”, so a further share price fall?…

 

Bearcast

Tom Winnifrith Bearcast: the definition of insanity

 

CLX

Calnex Solutions – full-year results, how much “confidence in a return to growth” this year?

 

AMRQ

Amaroq Minerals – Q1 2024 results and report, a winning share tip Buy

 

XPP

XP Power – argues “indicative proposal fundamentally undervalues the company and its prospects”. Er, does it?! And what about that November bailout equity raise?…

 

BEN

Ben’s Creek Group - another vulture arrives, administration surely now imminent

 

Bearcast

Tom Winnifrith Bonus Bearcast: has 'arry Adams of Kefi played me again & your nominations for our gold dog bellweather portfolio

 

CHLL

BREAKING: Chill Brands is killing its customers – new study from South Korea

 

Boom

Photo Article: Grandpa Lucian, Young Nurse Poppy and another old Geezer at the finishing line

 

BEN

Bens Creek (#BEN) – another redemption notice from Avani, company continues to consider options “which may include” administration

 

XPP

XP Power (#XPP) – possible offers, latest at 1950p per share rejected by board

 

SSPG

SSP Group (#SSPG) – H1 results, argues recovery “on track”, restores DPS at 1.2p

 

BEG

Begbies Traynor (#BEG) – FY EBITDA “ahead of market expectations”, confident for FY and beyond

 

SHOE

#SHOE Zone – H1 EPS up to 5.6p, DPS maintained at 2.5p, notes earnings headwinds

 

WINE

Naked Wines (#WINE) – FY adj. revenue -13%, “replacement credit facility process is commencing documentation”

 

WRKS

TheWorks.co.uk (#WRKS) – FY LFL sales -0.9%, notes actions taken to offset “significant cost headwinds”

 

KGF

Kingfisher (#KGF) – Q1 sales “LFL -0.9% including a +1.9% calendar impact”, FY market outlook “remain cautious”

 

EPWN

Epwin (#EPWN) – “revenues to date behind a strong prior year, as expected”

 

FORT

Forterra (#FORT) – 4 months revenue -6% YoY, now reckons “greater weighting towards H2 than previously guided”

Monday »

CHRT

Defence sector portfolio sales – overall a good gain…

 

CTA

CT Automotive – “A return to strength driven by sustainable operational efficiencies”. Er, wasn’t it driven by customers “catching up”?

 

Conservatives

Q. When did the Tories stop believing in capitalism and value for money?

 

Bearcast

Tom Winnifrith Bearcast: These really are atrocious numbers from Spain and also from Union Jack + the madness of Crowds

 

SDI

SDI Group – argues improved trading, but how much so?…

 

HAYD

Haydale Graphene warning – countdown to the NEXT bailout placing must already be underway

 

Gold

Ross Norman: Gold at all time high so where next?

 

ITX

Itaconix – “pleased to report” AGM trading update. Er, what about the details that dare not speak their name?…

 

Bearcast

Tom Winnifrith Bonus Bearcast: Bluebird Merchant Ventures and Kefi Gold & Copper

 

Boom

Photo Article: The tale of Grandpa Miers and his 100 km walk, hooking up with young nurse poppy and he hits the finishing line

 

KWS

Keywords Studios (#KWS) – 2550p per share possible offer “advanced discussions”

 

KEFI

#KEFI Gold & Copper – formal Tulu Kapi project launch following dedicated site policing and conditional project finance syndicate confirmations

 

BHL

Bradda Head Lithium (#BHL) – fraudulent payment settlement agreement, “gross recovery of approximately 40% of total misappropriated funds”

 

MET1

Metals One (#MET1) – raises £0.895m at 1p per share

 

HAYD

Haydale Graphene (#HAYD) – trading warning, noting order delays

 

SDI

#SDI – details expected FY profit fall, though argues “a good finish to the financial year”

 

HFG

Hilton Food (#HFG) – “volumes and sales ahead of last year… in line with expectations”

 

LIKE

Likewise (#LIKE) – 2023 swing to small profit, DPS up to 0.35p, “2024 has started positively”

 

VIC

Victorian Plumbing (#VIC) – £22.5m acquisition of online UK bathroom retailer AHK Designs, trading as Victoria Plum

 

BLND

British Land (#BLND) – exchanged contracts for sale of its 50% stake in Meadowhall shopping centre for £360m

Sunday »

Bearcast

Tom Winnifrith Bearcast: the cat seems to be Lazarus, the President of Iran is, I suspect, not

 

Coke

A failed fund manager turned share blogger quotes Einstein

 

Bear

Photo article: Health Nazi Nick across the line but no sign or word from Grandpa Lucian

 

Gold

The View From The Montana Log-Cabin As Gold Challenges For New Highs, Ariana to 10p?

 

GetAFix

Photo of breakfast on day 2 of the 100 km walk - where's Grandpa?

 

Professor

Sunday Long Reads: Hapsburg Convention, Secret China Spy, Lacking Babies, Dishonest Honesty Study, Alps F35 Mystery

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