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Thoughts on a Reversion to Mean – some things never change, Victoria and Petra are examples

By Lucian Miers | Wednesday 30 October 2024

Disclosure: The author has a short position in one or more of the shares mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.

Exasperated value investors have been calling for a reversion to mean for several years now. In effect this means that the grossly overvalued US stock market will reset lower and conversely that the undervalued UK market should improve.
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GEX
Georgina Energy (#GEX) – H1 £3.3m loss and net debt and even net current liabilities!
 31 October 2024, 07:55
GEX
Georgina Energy (#GEX) – ‘seismic data reprocessing progress and resource potential review’, attempted ramptastic
 31 October 2024, 07:52
RGT
Argent Biopharma (#RGT) – “Quarterly Report”, ended quarter with just “A$311k of cash on hand”, since raised a further just A$0.2 million
 31 October 2024, 07:49
VOD
Vodafone (#VOD) – MoU for potential acquisition of parts of Telekom Romania Mobile Communications
 31 October 2024, 07:46
NXQ
Nexteq (#NXQ) – de-stocking and customer delays warning, Financial Controller Matt Staight to take over as CFO
 31 October 2024, 07:37
FTC
Filtronic (#FTC) – “anticipate H1 to be stronger than H2, as the retrofit completes”, though confident of FY “in line with market expectations”
 31 October 2024, 07:33
SYNT
Synthomer (#SYNT) – “volumes continue to improve from historically low levels, although at a slower rate than during Q1 and Q2”
 31 October 2024, 07:30
HLN
Haleon (#HLN) – Q3 organic revenue +6.1% YoY, “well on track to deliver our full-year 2024 guidance”
 31 October 2024, 07:28
KNOS
Kainos (#KNOS) – now expects FY revenue “moderately below current market consensus with the majority of the reduction flowing through to adjusted PBT”
 31 October 2024, 07:24
SXS
Spectris (#SXS) – Q3 LFL sales -10% YoY and orders -6% as anticipated recovery “is taking longer to materialise”
 31 October 2024, 07:21

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FTC

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Eckoh (#ECK) – recommended 54p per share offer from Bridgepoint

 

OPTI

OptiBiotix Health (#OPTI) – Peterhouse Capital refuses request for consent from company to be able to vote its shares at requisitioned General Meeting of ProBiotix Heath (#PBX)

 

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WIL

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ULVR

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FRAN

Franchise Brands – “Group CEO Appointment and Listing Consideration”, what about current trading consideration?…

 

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World Chess is ‘avin’ a giraffe yet again

 

Beggar-Stockbroker

30 MPs and green grifter Dale Vince display off the scale economic illiteracy

 

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BRCK

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WIX

Wickes (#WIX) – Q3 LFL revenue improved to +0.4% YoY, argues “remain on track”

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HDD

Hardide (#HDD) – H2 improvement to FY adj. EBITDA “close to break even”, this year “expect to see a strong recovery in revenues”

 

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Midwich (#MIDW) – “broader market conditions have not improved as anticipated”, expects adj. Op profit “significantly below the prior year”

 

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MRIT

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XLM

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ELIX

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SIG – argues refinancing shows ‘confidence in the group's strategy and outlook’, but how much so really?…

 

SALT

MicroSalt (#SALT) – “notes” share price increase yesterday, “confirms there is no trading or operational update”

 

OPTI

OptiBiotix Health (#OPTI) – “Response to Publication of Circular by ProBiotix”, still currently “supporting the action taken by Seneca Partners”

 

UJO

Union Jack Oil (#UJO) – North Lincolnshire Council to not seek to resist proposed legal challenge against further Wressle development planning consent

 

FUTR

Future (#FUTR) – CEO Jon Steinberg to step down “later next year to relocate back to the US”

 

FOUR

4imprint (#FOUR) – “appointment of Michelle Brukwicki as CFO Designate effective 9 December”

 

CLCO

CloudCoCo (#CLCO) – agreement to sell co-location and data centre services business Connect for £0.25m including net liabilities “in excess of £1.7 million”

 

SHI

SIG (#SHI) – notes debt pricing, €300m senior secured notes due 2029 at 9.75%

 

BOO

boohoo (#BOO) – H1 trading decline, £222m debt refinancing and announces “a review of options for each division”

 

MTC

Mothercare (#MTC) – FY states swing to profit but net borrowings up to £14.7m, notes challenging Middle Eastern markets trading

 

EVOK

evoke (#EVOK) – Q3 revenue +3% YoY, maintains growth guidance

Thursday »

XPS

XPS Pensions Group – ‘ahead of expectations’ from a previous winning share tip, but what about value now?

 

China Flag

Caption contest: Gary claims this is 114 lbs

 

AOM

ActiveOps – with the ominous combination of a covid-era IPO and AIM Awards 2024 nomination, how’s trading?…

 

IBST

Ibstock – Q3 update, how confident to be in full-year expectations “are unchanged”?

 

Bearcast

Tom Winnifrith Bearcast: 5 stocks to fall 99% or more, three of them shortable

 

Madness

ProBiotix Health and OptiBiotix Health – time for a mature negotiation which looks possible ex-OptiBiotix Chairman Neil Davidson

 

SDY

Speedy Hire – “Half Year Trading Update”, how confident to really be in its “anticipates the group meeting its full year expectations”?

 

Gold

Video: Silver Could Surpass Its All-Time High Within The Next 18 Months

 

AVCT

Avacta: more goalposts being shifted, more red flags vicar

 

UJO

Union Jack confessional but does it give a FF about AIM Rules?

 

BWNG

N Brown (#BWNG) – 40p per share recommended offer with an unlisted shares alternative

 

RNK

Rank (#RNK) – Q1 LFL Net Gaming Revenue +12% YoY, argues “growth in our Grosvenor venues and UK digital business is particularly encouraging”

 

ROO

Deliveroo (#ROO) – Q3 Gross Transaction Value +5% YoY, maintains FY guidance including “positive” free cash flow

 

AOM

ActiveOps (#AOM) – H1 growth in line with expectations, notes “confidence to invest in our sales team as we seek to accelerate our organic growth rate”

 

CHG

Chemring (#CHG) – FY “in line with the current range of analyst expectations”, “order cover for expected FY25 revenue is building well”

 

RTO

Rentokil Initial (#RTO) – Q3 organic revenue +2.6% YoY, notes an “integration review period” is to delay synergy delivery

 

SDY

Speedy Hire (#SDY) – H1 revenue “marginally down”, expects new contracts H2 “significant growth… meeting its full year expectations”

 

IBST

Ibstock (#IBST) – Q3 “sales volumes were similar to the comparative prior year period”, “adjusted EBITDA broadly in line with our expectations”

 

AJB

AJ Bell (#AJB) – notes FY growth in customers and assets under administration, though “upcoming Budget has introduced unhelpful uncertainty”

 

FRP

#FRP Advisory – £5.5m acquisition of valuation services business Globalview Advisors

Wednesday »

Bearcast

Tom Winnifrith Bearcast: Bracing myself

 

AAZ

Anglo Asian Mining – “Q3 2024 Production and Operations Review” positive, but...

 

FDBK

Feedback plc – emphasises now Elective Recovery Fund reimbursement eligibility, but balance sheet detail that dare not speak its name?

 

ZYT

Zytronic – states following “a full business and operational review… a clearer vision for what is required to turn the company around”. Er, is there?!…

 

IQAI

Trevor Brown at it again as IQ-AI pumped before the next bailout

 

Bearcast

Tom Winnifrith Bonus Bearcast: betting markets and polls are now moving rapidly in the USA, how to profit from this

 

SDG

Sanderson Design – having been an AIM Awards 2024 nominee, just days later results statement disappointment (natch!)…

 

VRS

Versarien – The 4th placing in 2024 and the company should still go bust in February

 

KEFI

More knicker wetting by your fellow Kefi shareholders vicar?

 

GILD

BREAKING Guild Esports: David Beckham walks away with £9m, the Bixby gang make millions, company now worthless

 

VRS

Versarien (#VRS) – £0.45m bailout placing at 0.0325p per share

 

ZYT

Zytronic (#ZYT) – “challenging” trading conditions, announces “strategic review”

 

PROC

ProCook (#PROC) – Q2 LFL revenue +4.7% YoY, net debt up arguing “prudent intake planning due to the global supply chain disruption”

 

OXIG

Oxford Instruments (#OXIG) – H1 update, notes increased currency headwind from appreciation of sterling

 

MONY

#MONY Group – Q3 revenue -2% YoY, confidence for FY “in line with current market expectations”

 

WTB

Whitbread (#WTB) – H1 adj. EPS -6% to 137.1p, DPS +7% to 36.4p, notes increased cost efficiencies

 

JET

Just Eat Takeaway.com (#JET) – Q3 Gross Transaction Value -3% YoY, reiterates FY guidance

 

VTU

Vertu Motors (#VTU) – H1 EPS down to 4.77p, DPS up to 0.90p, expects H2 stronger used vehicles market than prior year

 

SDG

Sanderson Design (#SDG) – H1 adj. EPS down to 2.21p, DPS to 0.50p, “trading conditions at the start of the second half have been more challenging than expected”

 

MSLH

Marshalls (#MSLH) – Q3 revenue -3% YoY, expects FY “in line with its previous expectations… in anticipation of a continued improving demand environment”

Tuesday »

ENSI

EnSilica – “Design & Supply contract award” but what about a results announcement from this supposedly one of the “Best Use of AIM” companies?!

 

Bearcast

Tom Winnifrith Bearcast: the Mrs comes down with severe TDS

 

VIC

Victorian Plumbing – “Trading Update”… and May’s “significant strategic value” £22.5m acquisition to shut down!

 

ELEG

While my Electric Guitar Gently weeps, only for utter suckers My Sweet Lord

 

AEG

BOMBSHELL: Active Energy and the Charlton Dossier, what on earth is AIM allowing now?

 

Roulette

I agree with Tony Blair: it’s time to scrap AIM

 

VAST

BREAKING: Former director Pitchford, Vast Resources will not get a cent out of Zimbabwe for its diamonds

 

Bearcast

Tom Winnifrith Bonus Bearcast: More beer and popcorn for Pete Brailey as Probiotix lashes out at Optibiotix

 

RWA

Robert Walters – “continue to aim for a profitable full-year outcome”, but market conditions “challenging”…

 

Beggar

A failed fund manager "massacres" popular myths

 

Welsh_Flag

Photo article from the Welsh hovel, an experiment that worked harvested, Tom Winnifrith

 

DLAR

De La Rue (#DLAR) – agreement for sale of Authentication business for £300m Enterprise Value

 

TERN

#TERN – £0.625m bailout placing at just 1.25p per share

 

TAM

Tatton Asset Management (#TAM) – H1 “continued growth… in line with the board’s expectations”

 

BOOM

Audioboom (#BOOM) – Q3 argues ‘strong growth’, but cash still slightly down to $3.3m

 

RCH

Reach (#RCH) – Q3 revenue -2.5% YoY, “continue to monitor the impact from the tech platforms' actions on referral volumes”

 

MTO

Mitie (#MTO) – H1 update, “remain confident in meeting expectations for the current year and delivering our three-year plan targets”

 

VCP

Victoria (#VCP) – warns “earnings are likely to be below consensus expectations” as flooring demand “has continued to be soft”

 

VIC

Victorian Plumbing (#VIC) – FY LFL revenue c.-1%, to close May-acquired Victoria Plum business

 

RWA

Robert Walters (#RWA) – Q3 adj. net fee income -12% YoY, “client and candidate confidence levels yet to show signs of material improvement”

 

BWY

Bellway (#BWY) – FY adj. EPS down to 135.2p, DPS to 54p, argues now “well-placed to deliver a material increase in volume output”

Monday »

Father Christmas

Less than three months to go, tips of the year update...

 

PAGE

PageGroup – Q3 update, how’s the argued “believe we will continue to perform well” going now?…

 

Bearcast

Tom Winnifrith Bearcast: a belated sell and an apology on one I got very wrong

 

THRU

Thruvision – “Half year trading update and Board changes”, how’s that previous “expectation that we will reach profitability in the short-term”?

 

Gold

The President Putin bull case for gold as explained by SP Angel

 

VAST

Vast Resources: Does fatty Cornish have no shame after another pump and dump placing

 

CRU

Coral Products – “now expected to record a loss”, argues financial ‘resilience’ but detail that dare not speak its name?

 

Bear

Video: Raising The Alarm, Why The Western World Must Change Course or Face Decline

 

ECP

Eight Capital Partners – Non-Executive Director resignation, yet another big red flag

 

EML

Emmerson: this looks terminal: don’t go bottom fishing

 

Welsh_Flag

Photo Article from the Welsh Hovel: something to do at night as I can't sleep, Tom Winnifrith

 

TIFS

TI Fluid Systems (#TIFS) – 200p per share possible offer which “would be minded to recommend”

 

MUL

Mulberry (#MUL) – notes revised possible 150p per share offer from Frasers (#FRAS) and majority shareholder stating it won’t accept

 

SHI

SIG (#SHI) – proposed senior secured notes offering and a 2026 notes tender offer refinancing

 

VAST

#VAST Resources – £0.75m placing at 0.1p per share to keep the lights on

 

GCAT

Caracal Gold (#GCAT) – confirms has received $0.6m of bailout funding

 

THRU

Thruvision (#THRU) – “disappointing” reduction in revenues, CEO Colin Evans to leave as intends “to further his non-executive directorship portfolio”

 

CRU

Coral Products (#CRU) – warns FY trading “now expected to record a loss”

 

SPA

1Spatial (#SPA) – H1 still a loss, argues pipeline “confidence in continued progress throughout the remainder of the year”

 

ASHM

Ashmore (#ASHM) – Q1 AuM up to circa $51.8bn, though still net outflows ($0.7bn)

 

PAGE

PageGroup (#PAGE) – Q3 LFL gross profit -13.5% YoY, “exited September -16%”

Sunday »

SBTX

Video: SkinBiotherapeutics, make up your own mind?

 

SYME

The fraud Supply@Me Capital – why hasn’t Supply filed its Italian subsidiary accounts?

 

Bearcast

Tom Winnifrith Bearcast: Fatherly pride at Jaya's rugby and the loathsome Mail disgraces itself over Pulsar Helium

 

Professor

Sunday Long Reads: Scale, Kill Small Biz, Weird Chimp Story, Private Equity, Art of Stealing

 

Gold

The View From The Montana Log-Cabin As Gold Bounces…..Another Leg-Up Coming?

 

Professor

Visual Aid: Global Real Estate Bubble Risk in 2024

 

Quiz

The ShareProphets Sunday Pub Quiz #262

 

Top-10

Notes from Underground – Most read articles for the week ending Oct 12

 

Boom

Tom Winnifrith podcast: Tampon Tim becomes Touchdown Tim, is this terminal for both the Democrats and Ukraine?

 

Photo article from the Welsh Hovel - the last jam of the season is an experiment, Tom Winnifrith

Saturday »

IMB

Imperial Brands – “in line with expectations and increases shareholder returns”, Take Profits?

 

Bearcast

Tom Winnifrith Bearcast: I disagree with Steve Moore

 

MBH

This Brill Brick Maker Set to Benefit from New Government's Housing Pledge.

Friday »

JLP

Jubilee Metals – Zambia copper project & power update, a ‘numerous growth opportunities’ Buy

 

RBG

Revolution Bars Group – name change, “a fresh start” and “better reflects the businesses and brands”?

 

Bearcast

Tom Winnifrith Bearcast: 2 US election bets and Gabriel Grego vindicated as THG needs a bail out

 

VRCI

Verici Dx – attempts to mitigate trading warning with expects cash “in line with market expectations”, but how reassuring is that?...

 

TIR

Letter to AIM Regulation: Time to suspend shares in Tiger Royalties pending clarification

 

Gold

Video: We Have Never Seen a Time Like this for Miners

 

BRH

Yet another dirty Trevor Brown related party deal at Braveheart: don’t Allenby and Peterhouse feel dirty acting for this shitshow?

 

CCS

Crossword Cybersecurity – “Financial Update and Proposed Asset Sale”, hopefully my prior warnings were heeded!

 

Bearcast

Tom Winnifrith bonus bearcast: The bearded Geordie poltroon buys again at Skinbiotherapeutics

 

Beggar

How to protect your wealth ahead of the 2024 Autumn Budget

 

Welsh_Flag

Photo article from the Welsh Hovel: it's what an Aga is for, Tom Winnifrith

 

CCS

Crossword Cybersecurity (#CCS) – believes needs to raise up to £0.6 million “within the next six weeks”, to seek sale of business and assets

 

THG

#THG – raises £95.4m at 49p per share including via PrimaryBid

 

SAR

Sareum (#SAR) – raises £2.364m at 20p per share with warrants

 

ARB

Argo Blockchain (#ARB) – class action lawsuit, Murphy vs. Argo Blockchain plc et al, dismissed “without prejudice and without leave to amend”

 

SAGA

#SAGA – H1 adj. profit up but also increased statutory loss, insurance business exclusive partnership and sale negotiations with Ageas

 

HAS

Hays (#HAS) – Q1 LFL net fees -14% YoY, particularly permanent recruitment longer time to hire and low levels of confidence continuing

 

PMI

Premier Miton (#PMI) – Q4 net outflows £133m, though AUM slightly up to £10.7bn

 

JUP

Jupiter Fund Management (#JUP) – Q3 net outflows £1.6bn, AUM down to £50.1bn

 

SBTX

SkinBioTherapeutics (#SBTX) – acquisition of health, hygiene and personal care products manufacturer and supplier Bio-Tech Solutions for £1.25m, including a £0.25m shares subscription and an expensive loan

 

OMG

Oxford Metrics (#OMG) – acquisition of measurement for manufacturing business Sempre for £5m and up to a further £0.5m

Thursday »

SHI

SIG – “exploring” bond refinancing, but currently “no certainty” and what terms can it achieve?

 

Bearcast

Tom Winnifrith Bearcast: from A to Z, Artemis and Avacta to Zephyr

 

ETP

Eneraqua Technologies – “pleased to report” interim results, but what about the numbers is ‘pleasing’?

 

CGNR

Conroy Gold £259,000 fund raise but it is still totally insolvent. What is the point?

 

VAST

Vast Resources: it's that old pre-placing Zimbabwe spoof again

 

GCAT

Caracal Gold and the 11 reasons its auditor quit: surely the FCA must call time on this farce

 

CAU

Centaur Media – trading update notes “retain a cautious outlook”, but it’s “significantly” not been cautious enough!

 

Bearcast

Tom Winnifrith Bonus Bearcast: Just not good enough from Optibiotix

 

GBP

The ramp of the week and the spiv behind it exposed by Evil Banksta

 

Clown

A disgraced fund manager says he is boring but important

 

BOXE

Tritax EuroBox (#BOXE) – recommended 69p per share offer from Brookfield

 

VAST

#VAST Resources – a ‘settlement agreement terms approved’ update, but still “can be no guarantee of a successful outcome”

 

OPTI

OptiBiotix Health (#OPTI) – “SlimBiome study update”, does also include confident of improved sales performance for rest of this year and next year

 

POLR

Polar Capital (#POLR) – AuM over Q2 -4% to £22.7bn, net outflows £0.2bn

 

LIO

Liontrust Asset Management (#LIO) – AuMA over Q2 -4% to £26bn, net outflows £1.1bn

 

CAU

Centaur Media (#CAU) – customer marketing spend reductions profit warning

 

ATG

Auction Technology (#ATG) – Gross Merchandise Value “significantly improved” momentum in H2, but still slightly negative year-over-year

 

RFX

Ramsdens (#RFX) – expects FY PBT up to “at least £11m”, argues sets up well for continued growth this year

 

TET

Treatt (#TET) – FY adj. profit growth “in line with board expectations”, argues “clear opportunities ahead”

 

RWI

Renewi (#RWI) – “following a capital injection of approximately £125m”, completes divestment of UK Municipal business

Wednesday »

Tom

CROWDFUND MY NEXT MEDICAL/ NINE MORE TICKET SALES NEEDED Sharestock 2025, we are on: date fixed so book now!

 

Bearcast

Tom Winnifrith Bearcast: Has Andrew Monk finally done the decent thing and how much should I charge Opti for doing its PR today properly?

 

ECEL

Eurocell – a buy for trading recovery?...

 

PODP

Pod Point – having been “really excited to be joining the team and building on the fantastic progress”, CFO ‘steps down’ after less than 2 years!

 

Bear

Thoughts on – The Autum Statement, Outlook for Markets in the nearer term and the scrapping of the proposed Social Care reform, gold to $8000

 

Sheriff

Letter to the Financial Reporting Council: Johnsons must lose its PIE status at once

 

HERC

Hercules Site Services – emphasises trading “well ahead of market expectations”, but what about cash flow?

 

TIR

BREAKING: Just how insolvent is Colin Bird’s Tiger Royalties? Surely its goose is cooked?

 

IXI

IXICO – fundraising, how much really to ‘accelerate technology platform growth and global commercial reach’?

 

ELEG

Letter to the Financial Reporting Council asking that it force Electric Guitar to restate its last audited numbers

 

Bearcast

Tom Winnifrith Bonus Bearcast: The 'fess up RNS Optibiotix should be issuing NOW

 

Fake_News

Florida Hurricane meets global warming nutters and dumb journalists at the Daily Mail: Tom Winnifrith

 

DBOX

Digitalbox (#DBOX) – receives GM requisition letter from Downing Strategic Micro-Cap Investment Trust (#DSM) to appoint Graham Bryce as a director

 

RDT

Rosslyn Data Technologies (#RDT) – £1.64m placing at 5p per share, up to £0.25m “retail offer” and £1.2m convertible loan notes issue

 

IXI

IXICO (#IXI) – £4m placing and subscription at 9.5p per share and a “retail offer”

 

CARR

Carr's (#CARR) – FY “broadly in line with board expectations”, “asset realisations are progressing as planned”

 

REVB

Revolution Beauty (#REVB) – H1 net sales -20% YoY, though emphasises ‘core SKUs’ growth including Q2 accelerating to +16%

 

MARS

Marston's (#MARS) – 13 weeks to 28th Sep LFL sales +3.8%, meaning FY LFL sales +4.8%

 

CMCX

CMC Markets (#CMCX) – H1 strong growth, including continued expansion and sustained levels of client trading activity

 

PRES

Pressure Technologies (#PRES) – completes sale of Precision Machined Components business for £6.2m Enterprise Value and up to a further £1.5m

 

MNDI

Mondi (#MNDI) – agreement to acquire Western Europe packaging business of Schumacher Packaging for €634m Enterprise Value

 

RIO

#RIO Tinto – agreement to acquire lithium chemicals producer Arcadium Lithium for approx. $6.7bn

Tuesday »

Bearcast

Tom Winnifrith bearcast: not getting to the bottom of it yet with the Shipmans yesterday

 

AAZ

Anglo Asian Mining – Gedabek agitation leaching resumes normal production, flotation processing next from this winning share tip

 

XPP

XP Power – Q3 update, how confident to really be that full year performance will be within the range of analyst forecasts?

 

SNR

Senior plc – profit warning, attempts outlook reassurance but it was arguing ‘expectations of good growth unchanged’ as recently as August

 

Bearcast

Tom Winnifrith Bonus Bearcast: Time for Optibiotix to row back, a blinding statement from Probiotix

 

SYME

The fraud Supply@ME Capital Auditor Resignation letter – sadly no cigar for me

 

VTY

Vistry – profit warning as now ‘aware’ 9 developments cost projections “understated”, though also the causes are not currently fully ascertained!

 

ELEG

Electric Guitar – another audit where Mr Edmund Cartwright of Johnsons appears to have missed a potential material error

 

INSP

Inspirit – lies yet again as it becomes a cash shell, actgually not really even that

 

OBC

BREAKING: Online Blockchain: the final disgrace of Clem Chambers and, surely, the downfall of auditors Johnsons

 

Warwick_School

Tom Winnifrith: Naming the paedophile teachers at Warwick School No 2, Alan Wilkins

 

LGRS

Loungers (#LGRS) – 24 weeks LFL sales +4.7%, notes outperforming broader UK hospitality market

 

GNC

Greencore (#GNC) – Q4 LFL revenue +3.7% YoY and now anticipates FY adj. Op profit of £95m-£97m, “ahead of current market expectations”

 

ANG

Angling Direct (#ANG) – H1 EPS up to 2.24p, argues well placed for FY “in line with market expectations”

 

MOTR

Motorpoint (#MOTR) – H1 return to profit, “strong momentum going into H2”

 

IGP

Intercede (#IGP) – H1 revenue +22% to approx. £8.54m in line with expectations, cash £16.2m

 

GHH

Gooch & Housego (#GHH) – H2 stronger trading in line with expectations, “anticipated sustained recovery from our end markets next year”

 

XPP

XP Power (#XPP) – Q3 revenue -20% YoY, notes increased order intake but FY requires orders conversion and slower channel destocking

 

VTY

Vistry (#VTY) – warns as cost projections to complete some developments “have been understated by c. 10% of the total build costs”

 

SNR

Senior (#SNR) – warns on trading, with aerospace “temporary near-term customer related headwinds”

 

BRK

Brooks Macdonald (#BRK) – agreement to acquire financial services business LIFT for £30m and up to a further £15m

Monday »

GFIN

Gfinity – CEO shares subscription, but still how’s that balance sheet?

 

CNS

Corero Network Security – emphasises “Continued Q3 2024 New Customer Momentum”, but how significant?

 

CCT

Character Group – full-year trading recovery “in line with current market expectations”, Buy

 

JLP

Jubilee Metals – full-year results, profit fall but an outlook-improving Buy

 

JWNG

Jaywing – “Increase in Loan Facility”, and what about it’s to “draw the funds immediately”?…

 

Bearcast

Tom Winnifrith Bearcast: It's cost me cash but I make no apologies for remembering October and standing 100% with Israel

 

SRT

SRT Marine Systems – “US$213 million new MDA system contract award”… which is not currently a finalised contract award!

 

HELD

Hellenic Dynamics fesses that the 1 million Euro has still not arrived but today's RNS begs massive new questions

 

FDP

First Derivatives by FD technologies disposal: more ouzo for the sheriff with complete vindication

 

VAST

#VAST Resources – “alternative arrangements with creditors” as now expects to receive sales proceeds “on or around the third week of October”

 

MUL

Mulberry (#MUL) – 392,013 “retail offer” shares valid applications from up to 750,000 shares at 100p each offer, group raises overall gross proceeds of £10.4m

 

ECK

Eckoh (#ECK) – being paid £2.25m in patent dispute “settlement agreement”

 

CAV

Cavendish Financial (#CAV) – H1 growth and “solid pipeline”, though notes “uncertainty over the impact of the upcoming Budget”

 

BKS

Beeks Financial Cloud (#BKS) – FY adj. EPS up to 6.36p, “confident” for current year

 

SOS

Sosandar (#SOS) – signs lease agreement for store in Cardiff St David's centre following its three recent store openings

 

RIO

#RIO Tinto – confirms an acquisition approach has been made to Arcadium Lithium

 

FDP

FD Technologies (#FDP) – agreement to sell First Derivative business for £230m Enterprise Value, “intention to return excess cash to shareholders”

 

RNWH

Renew (#RNWH) – acquisition of onshore wind turbines services group Full Circle for €60m

 

MTO

Mitie (#MTO) – acquisition of Spanish security business Grupo Visegurity for €9m and up to further €2m

Sunday »

Bearcast

Tom Winnifrith bearcast: that US jobs data was bogus and actually makes the case for gold

 

SYME

Tick Tock, clock now running at Companies House for the Supply@ME fraud

 

TRAF

Trafalgar Property – Emerges From Suspension Following Disastrous Results And Abandoned RTO…..Still A Bargepole Sell

 

Professor

Visual Aid: The Most Popular Investing Strategies, by Generation

 

Gold

The View From The Montana Log-Cabin As Gold Holds Steady - $3,000 Still Beckons

 

Professor

Sunday Long Reads: Russia’s Delusions, Students who can’t Read, Kris Kristofferson, Serious Things, ENRC

 

Quiz

The ShareProphets Sunday Pub Quiz #261

 

Top-10

Notes from Underground – Most read articles for the week ending Oct 5

Saturday »

SBTX

Just flagging up that the bearded loon has called an Investor Meet on 11 October

 

Bearcast

Tom Winnifrith Bearcast: wrestling with the moral dilemma of a sick CEO

 

TST

Touchstar – after interims, now again a Buy?

 

BP.

BP or Not BP. There's Probably No Question.

 

Christopher_Booker

Photo article from the Welsh hovel: the last canning of the year, green tomato chutney,, Tom Winnifrith

Friday »

Bearcast

Tom Winnifrith Bearcast: The person from Porlock was the mother in law

 

Price-Vs-Value

ShareProphets readers tips for 2024 prize competition – (just under) three months to go update

 

ZTF

Zotefoams – a continuing progress, but lower share price, Buy

 

OPTI

OptiBiotix Health – disappointing interim numbers but there is an explanation, risk/reward Buy

 

VINO

Virgin Wines UK – “strategic partnership” with “the world's largest dedicated online supermarket”. Ramptastic?

 

Clown

A failed fund manager lashes out at those who cannot forecast for toffee

 

BMV

Is Bluebird a fraud making things up?

 

Bearcast

Tom Winnifrith bonus bearcast: the bollocks of a Versarien corporate update

 

TEK

China fraud fan puts the bull case for TekCapital: Chronic Investing

 

GNIP

GenIP plc – year 1 loss nailed on, year 2 loss highly likely unless revenues more than double

 

Welsh_Flag

Photo Article from the Welsh Hovel: the chillies change colour, Tom Winnifrith

 

Trump

Tom Winnifrith podcast: Kamala's $750 kick in the teeth, Doug's girlfriend beating and other October events

 

VRS

Versarien (#VRS) – “Corporate Update”, “pipeline of opportunities” attempted ramptastic

 

ARB

Argo Blockchain (#ARB) – “September Operational Update”, production again impacted by economic curtailments and low hash price

 

VINO

Virgin Wines UK (#VINO) – “strategic partnership with Ocado.com”, RNS Reach

 

FRAS

Frasers (#FRAS) – shares subscription in Mulberry (#MUL), “in accordance with the clawback provisions of the subscription”

 

DFCH

Distribution Finance (#DFCH) – CFO Gavin Morris to retire next year and with “an extended handover period”

 

JDW

J D Wetherspoon (#JDW) – FY adj. EPS up to 46.8p, resumed DPS at 12p, 9 weeks to 29th September LFL sales +4.9%

 

WOSG

Watches of Switzerland (#WOSG) – acquisition of luxury watches ‘content provider and digital gateway’ Hodinkee, “will not materially impact our leverage position”

 

GOOD

#GOOD Energy – acquisition of solar installation business Amelio Enterprises for initial £5.5m and up to a further £0.5m

 

SORT

Sorted (#SORT) – disposal of its “Returns” business for £0.775m

 

RNWH

Renew (#RNWH) – disposal of remaining specialist building business, Walter Lilly & Co., and any of its ongoing liabilities “for a nominal consideration”

Thursday »

LUCE

Luceco – a trading recovery Buy?...

 

TPT

Topps Tiles – now served a CMA “initial enforcement order” for argued “excellent fit” acquisition

 

AAU

Ariana Resources – interims, an “emergence of Ariana v2.0” Buy

 

Bearcast

Tom Winnifrith Bearcast: when will Jubilee see glory days again?

 

TFW

FW Thorpe – full-year results, are “modest growth expectations” sufficient for the valuation?

 

Bear

Video: The Economic Implications of Inflation, War, & Wealth Inequality

 

KZG

Giles Clarke CBE: Rules are for the dirty oiks not for people like him

 

VP

Vp plc – I previously having stated caution on it being able to meet its current year expectations, now a profit warning (and acquisition)…

 

GNIP

Listed at 39p yesterday by the scumbags at Novum, GenIP now just 26.5p: Evil Banksta weighs in

 

BTC

Never in the history of penny share hustling has David Lenigas been so shameless

 

BLND

British Land (#BLND) – £301m equity raise at 422p per share including via PrimaryBid to acquire retail parks portfolio

 

NANO

Nanoco (#NANO) – appointment of CDX Advisors “to review the options for the company's business and assets”

 

TPT

Topps Tiles (#TPT) – notes CMA initial enforcement order re. CTD acquisition as part of the CMA’s review process

 

JLP

Jubilee Metals (#JLP) – FY reduced profit, though argues progress made “has laid a solid foundation”

 

TFW

F.W. Thorpe (#TFW) – FY EPS up to 20.73p, DPS to 6.78p and special DPS of 2.5p, current operating performance “marginally ahead of the prior year”

 

SSPG

SSP (#SSPG) – Q4 growth means set for FY results within previously published guidance

 

TSCO

Tesco (#TSCO) – H1 adj. EPS up to 14.45p, DPS to 4.25p, notes ahead of its expectations

 

TEP

Telecom Plus (#TEP) – notes H1 growth and “remain confident” in FY guidance

 

VP

Vp (#VP.) – profit warning, noting construction, housebuilding and rail headwinds

 

VP

Vp (#VP.) – acquisition of “powered access” business Charleville Hire and Platform for initial €12.1m and up to a further €21.7m

Wednesday »

Bearcast

Tom Winnifrith Bearcast: Has GenIP burst the TekCapital bubble?

 

TPT

Topps Tiles – “Q4 Trading Update” argues outlook for a stronger market, but wasn’t that also the outlook for its year just-ended! And…

 

HUI

Hydrogen Utopia: Funding Crisis and the £3m loan facility that is not!

 

SHI

SIG – “Q3 Trading Update”, ‘underlying operating profit in line with guidance’ BUT…

 

HEMO

Spoof of the day: Hemogenyx Pharmaceuticals fund raise and associated pig and pork

 

ECP

1AF2 Limit – it’s a small world innit? Come up and see me smile..

 

BMV

Bluebird Mining Ventures: interims and funding news, ahead of further projects updates Buy – Tom has

 

WYN

Wynnstay Group – profit warning, anticipates an improved performance next year but what was it anticipating on its most recent half-year results?…

 

MMAG

Well done musicMagpie: bailout bid from AO World at 9.07p in cash, Minus 96% since 2021 IPO

 

SYME

EXPOSE: The Fraud Supply@Me Capital - scale of cash crisis revealed

 

Trump

Tom Winnifrith Podcast: Another big defeat for Ukraine while JD Vance wipes Tampon Tim but does it matter?

 

Welsh_Flag

Photo article from the Welsh Hovel: last jam of the year, it is rhubarb and ginger, Tom Winnifrith

 

MMAG

musicMagpie (#MMAG) – recommended 9.07p per share offer from AO World (#AO.)

 

SAGA

#SAGA – confirms “partnership” discussions for its Insurance business with Ageas, though currently no certainty that any agreement will occur

 

EQLS

Equals (#EQLS) – Takeover Panel extension to 30th October, due diligence “substantially completed” and negotiations “at an advanced stage”

 

SOLI

Solid State (#SOLI) – acquisition of specialist ferrite and magnetic components business Gateway Electronic Components for initial £1.4m

 

PINE

Pinewood Technologies (#PINE) – H1 revenue increase but profit down “due to strategic cost increases”

 

WIZZ

#WIZZ Air – September booked passengers +3.9% YoY, load factor -0.7ppts to 91.7%

 

JD

JD Sports Fashion (#JD.) – H1 adj. EPS up to 5.15p, DPS to 0.33p, in line with expectations but notes currency headwinds

 

WYN

Wynnstay (#WYN) – FY results to be lower than prior year, “materially lower” than expectations due to more challenging trading conditions

 

TPT

Topps Tiles (#TPT) – Q4 sales -4.4% YoY, argues “macro-economic indicators point to a stronger market in 2025”

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