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Tom Winnifrith Bearcast: Jubilee to more than double and Neil Woodford's oil bearishness overcooked

By Tom Winnifrith | Saturday 9 November 2024

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

With the Mrs away with the kids it is a weekend for me of cooking what I will not be able to eat and of hard exercise. In the bearcast I discuss the oil price, Woodford and Trump and then why I expect my shares in Jubilee Metals (JLP) to more than double.
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Market News

MTRO
Metro Bank (#MTRO) – £16.7m fine for “financial crime failings”
 12 November 2024, 07:59
UJO
Union Jack Oil (#UJO) – “planning permission for the Wressle development… has been formally rescinded”
 12 November 2024, 07:57
FOUR
4imprint (#FOUR) – FY PBT expectations “remain unchanged and are within the current range of analysts' forecasts at just over $150m”
 12 November 2024, 07:55
ADF
Facilities by #ADF – warns as a significant number of productions start dates delayed to next year and “some” will not proceed at all
 12 November 2024, 07:53
ZOO
#ZOO Digital – H1 $2.6m loss and “visibility of Q4 orders remains limited”, even gross cash down to $4.3m
 12 November 2024, 07:49
CBOX
Cake Box (#CBOX) – H1 EPS up to 5.18p, DPS to 3.40p, “on track” for FY “in line with market expectations”
 12 November 2024, 07:46
MRK
Marks Electrical (#MRK) – H1 adj. EPS down to 0.72p, DPS maintained at 0.30p, FY profit warning
 12 November 2024, 07:43
MCB
McBride (#MCB) – “strong” trading in line with market expectations, though cautious including of commodity markets adversely impacting input costs
 12 November 2024, 07:40
FRAN
Franchise Brands (#FRAN) – expects FY adj. EBITDA at lower end of expectations as “anticipated recovery in project work is now not expected until next year”
 12 November 2024, 07:36
OXIG
Oxford Instruments (#OXIG) – H1 adj. EPS down to 44.7p, DPS up to 5.1p, H2 “expect to deliver our typical stronger trading performance”
 12 November 2024, 07:31

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Aston Martin Lagonda (#AML) – Q3 still a loss, states “on track to deliver revised FY 2024 guidance, as supply chain disruptions are proactively managed”

 

NXT

Next (#NXT) – Q3 full price sales +7.6% YoY, upgrades FY profit guidance

 

NEXS

Nexus Infrastructure (#NEXS) – FY “in line with market expectations”, acquisition of Coleman Construction & Utilities for a net up to £4.38m

 

GHH

Gooch & Housego (#GHH) – acquisition of “precision optics” business Phoenix Optical for £3.4m and up to a further £3.35m

 

SDI

#SDI – acquisition of industrial measurement systems business InspecVision for a net £6.1m

Tuesday »

Bearcast

Tom Winnifrith Bearcast: Thank heavens Olaf is unemployed

 

BAR

Brand Architekts – full-year results, balance sheet-backed recovery Buy

 

ULTP

Ultimate Products – full-year results, “in line with market expectations”. Er, not the original expectations though!

 

Tom

Another black tie invitation from the Lord Mayor

 

SBTX

Cavendish Research Note: Skinbiotherapeutics at 18p worth 56p

 

CRPR

James Cropper – CEO “to retire from the company” and replacement appointment, “repositioned for growth”?

 

RWS

RWS Holdings – “ongoing price pressure” and net debt, is that really “a position of strength”?!

 

LFT

Letter to Lee Lederberg of Edwards Veeder: you are hereby put on notice re Zak Mir’s Lift Global

 

IQE

IQE: CEO fired, when is the lack of profits warning? Told y'all!

 

TERN

Tern – Rats, Sinking Ship: Two Thirds Of Board Walk With Immediate Effect

 

TERN

#TERN – two of three board members replaced having “stepped down… to concentrate on their other business interests”, hmmm

 

IQE

#IQE – CEO Americo Lemos “has left the company with immediate effect”. Er, why’s that then?

 

CRPR

James Cropper (#CRPR) – CEO Steve Adams has notified of intention to retire “in early 2025”, David Stirling appointed to succeed

 

KRS

Keras Resources (#KRS) – raises just £0.3725m at 2.5p per share

 

TST

Touchstar (#TST) – H2 revenue “broadly similar to the first half… below expectations”, though the half “still expected to be strongly cash generative”

 

IGR

IG Design (#IGR) – H1 revenue -11% YoY, argues to still anticipate “strong year-on-year improvement in both profit and cash flow”

 

ULTP

Ultimate Products (#ULTP) – FY adj. EPS down to 12.3p, DPS maintained at 7.38p, maintaining expectations though “UK trading remains challenging”

 

RWS

#RWS Holdings – H2 adj. revenue return to YoY growth at +2%, expects FY adj. PBT “within the range of market expectations”

 

PSON

Pearson (#PSON) – Q3 “underlying group sales” +5% YoY, “on track to meet full-year expectations”

 

FOXT

Foxtons (#FOXT) – acquisitions of primarily Reading-focussed Haslams for initial £7.6m and primarily Watford-focussed Imagine Property for initial £5m, further total £3.4m deferred

Monday »

Bearcast

Tom Winnifrith Bearcast: a day I really felt good about my work whatever twitter moron Neil said

 

SRT

SRT Marine Systems – “pleased to announce” contracts finance support package, but how sustained the ‘support’?

 

Flight risk, odd asset salesand unpaid bills, the liquidator reports back on broker Jub Capital and Adam Dziubinski

 

GEX

BREAKING BOMBSHELL for Georgina Energy: Grant Thornton investigation into wholesale expense abuse and fund misappropriation by Hamilton and Wallace

 

Roulette

AIM Market Statistics for the month of September: another disaster for the casino

 

CTAI

Catenai Klarian update: it's gibberish and it's placing ahoy

 

KMK

Kromek – full-year results argue “delivered on all our KPIs”, but why also an ‘Update’ announcement that dare not speak its name as to why an “additional loan” is needed?

 

BELL

More ballet tickets for Evil Banksta funded by Adam Reynolds: another shocking warning at Belluscura

 

GEX

Georgina Energy Shareholder Uwesp, the dumbest of the dumb

 

LFT

EXPOSE: Lift Global Ventures – who is the man behind Trans-Africa Energy Limited

 

Crime-Scene

Dominic White – life’s no Dolce Vita for his shareholders: where are the regulators?

 

GEX

BREAKING: Georgina Energy audit committee chairman accused of fraud and enrichment in Ben's Creek's law suit

 

Melania_Trump

Democrats playing the Hitler card on Madison Square Gardens rally - true desperation, Tom Winnifrith

 

WISE

#WISE – co-founder and CEO Kristo Käärmann £0.35m FCA penalty re. lack of personal tax situation notification

 

GOOD

#GOOD Energy – receives possible offer proposal, “is evaluating”

 

TLOU

#TLOU Energy – proposed AIM cancellation, to remain listed on ASX and Botswana Stock Exchange

 

NANO

Nanoco (#NANO) – receives GM requisition notice to appoint Rhys Summerton and Andre Tonkin to the board, “reviewing the content and validity”

 

HAYD

Haydale Graphene Industries (#HAYD) – raises £3m including at 0.1325p per new share, up to £0.5m “retail offer”

 

LLOY

Lloyds Banking Group (#LLOY) – notes recent motor commission Court decisions, “assessing the potential impact of the decisions, as well as any broader implications, pending the outcome of the appeal applications”

 

CCC

Computacenter (#CCC) – Q3 “broadly in line with the prior year”, now expects FY adj. PBT “modestly behind last year”

 

TRN

Trainline (#TRN) – upgrades guidance “following a strong start to H2”, but just provides net ticket sales, revenue and adjusted EBITDA

 

LORD

Lords Group Trading (#LORD) – acquisition of 90% of heat pumps and renewable energy products business Ultimate Renewables Supplies for initial £0.706m and up to further £0.196m

 

ROAD

Roadside Real Estate (#ROAD) – its joint venture agrees to acquire for £70m and leaseback a sites portfolio from Lidl

Sunday »

Bearcast

Tom Winnifrith Bearcast: BIG questions for Zak's auditor and why Ariana is such an amazing risk reward play and could be 20p

 

CARD

Card Factory could perform well going into the Xmas period and offers plenty of upside as long as it hits its targets

 

Gold

The View From The Montana Log-Cabin As Gold Heads For Another All-Time High

 

AAU

Ariana – Shares Rising As ASX Listing Nears but far more to come

 

Professor

Visual Aid: Real Home Price Changes in Bubble Markets

 

Professor

Sunday Long Reads: Tartarian Empire, Aphantasia, UK’s fastest thrill-ride, Modern-Day Library of Alexandria, Rare-Book Scoundrel

 

Quiz

The ShareProphets Sunday Pub Quiz #264

 

TERN

Tern – Wild About Wyld? Still A Bargepole Sell, Target 0p.

 

Top-10

Notes from Underground – Most read articles for the week ending Oct 26

 

Trump

Tom Winnifrith podcast: the US Election, extraordinary polls, the mendacious UK media and abortion

Saturday »

LFT

EXPOSE Zak Mir's Lift Global Ventures – is the TAE loan in trouble because of its apparent past links to a fraudster?

 

Bearcast

Tom Winnifrith Bearcast: the Shipman said, Optibiotix goofs again and Au Revoir Malcolm

 

Malcolm-On-Motorcycle

Malcolm’s most read article each year from 2013 to 2024

 

Malcolm-On-Motorcycle

After Nearly a Quarter of a Century, this (Very) Old Hand Says Goodbye - and Thanks for Everything.

Friday »

CDGP

Chapel Down – intra-day “Update on Strategic Review, Harvest & Trading” enough to turn its investors to drink!

 

Bearcast

Tom Winnifrith Bearcast: I am very relaxed about it but I cannot do a Kefi article every day!

 

CRU

Coral Products – CEO to leave, and further financial desperation?

 

Gold

Video: Why Shouldn’t the Dollar be as Good as Gold?

 

PRD

BREAKING: Bear raider Tim Kempster calls out Predator Oil & Gas for lying about its cash needs

 

KOO

Kooth – more contract controversy, though natch with it having the ominous combination of being an AIM Awards 2024 “winner” and that being “Diversity Champion”!

 

UKOG

UK Oil & Gas on Channel 4 News last night: did not sound good

 

LFT

Zak Mir: Charting did not warn me that lending most of my balance sheet to an insolvent company was a bad idea

 

OPTI

BREAKING: Optibiotix: another rule broken

 

AAU

Ariana Resources – review identifies significant further Dokwe project upside potential, Buy

 

BOO

boohoo (#BOO) – “clarification on certain matters raised by Frasers” (#FRAS), “continues the process of reviewing the requisitions”

 

LFT

Lift Global Ventures (#LFT) – investee Trans-Africa Energy has not received funding due, loans notes redemption with Lift further extended to 31st December!

 

LTG

Learning Technologies (#LTG) – possible offer discussions “have made material progress and remain ongoing”, deadline extension

 

ADA

Adams (#ADA) – “proposed realisation of investments and return of capital to shareholders”

 

KOO

Kooth (#KOO) – newsletter article “contained outdated information that underestimated the uptake and impact of Soluna in California”

 

CLBS

Celebrus Technologies (#CLBS) – H1 growth “in line with management expectations”, “confidence of another year of progress”

 

MCON

Mincon (#MCON) – “remain confident of earnings and revenue growth in H2 2024 compared to H1”

 

REC

Record (#REC) – Q2 AUM up to $106bn despite net flows -$1.7bn, “in line with expectations”

 

NWG

NatWest (#NWG) – Q3 EPS slightly up to 14.1p, argues “well placed”

 

WIL

Wilmington (#WIL) – acquisition of health, safety and environmental training business Phoenix Health & Safety for initial £30.25m

Thursday »

Bearcast

Tom Winnifrith Bearcast: libelling me, 'arry Adams and Stuart Ashman

 

Clown

A disgraced fund manager bullish on global equities but warns on the tech high flyers

 

SBDS

Silver Bullet Data Services – “Trading Update and Working Capital Facility”, how ‘positive’?

 

BOO

Boohoo: damning letter from Mike Ashley as he requisitions GM to become CEO

 

THRU

Thruvision – “disappointing” interims, “to operate within the level of current funding resources” for how long?…

 

GBP

Global Petroleum and the bankruptcy of executive officer Cecilia Yu.

 

SBTX

SkinBioTherapeutics – a Buy to double by Christmas

 

Bearcast

Tom Winnifrith Bonus bearcast: GOTCHA Optibiotix but its still lying, Skins playing it well

 

PBEE

PensionBee – argues placing “successfully raised £20 million”, how successfully?…

 

SYME

BREAKING: Supply@ME Capital, a second auditor resignation letter on the way

 

BOO

boohoo (#BOO) – receives EGM requisition seeking board changes including removal of John Lyttle and appointment of Mike Ashley as CEO, is “reviewing”

 

PBEE

PensionBee (#PBEE) – £20m placing at 185p per share

 

ABDN

abrdn (#ABDN) – Q3 Assets Under Management and Administration up to £506.7bn, though net flows -£3.1bn

 

LSEG

London Stock Exchange (#LSEG) – Q3 adj. organic income +8.7% YoY, “confident of continued growth”

 

BMY

Bloomsbury Publishing (#BMY) – H1 adj. EPS up to 24.68p, DPS to 3.89p, now expects FY “ahead of the current consensus expectation”

 

FOXT

Foxtons (#FOXT) – Q3 revenue +8% YoY, “trading in line with management's expectations”

 

ALU

Alumasc (#ALU) – trading momentum means “confident of delivering another year of growth, in line with its expectations” despite sector demand headwinds

 

TPK

Travis Perkins (#TPK) – “shortfall in the Merchanting segment”, “now expects FY24 adjusted operating profit to be around £135m”

 

ULVR

Unilever (#ULVR) – Q3 “underlying sales growth” 4.5%, “on track to deliver our 2024 outlook”

 

AT

Ashtead Technology (#AT.) – agreement to acquire “subsea electronics and ROV tooling rental and services” businesses Seatronics and J2 Subsea for £63m

Wednesday »

PBEE

BREAKING: PensionBee – placing, just “to accelerate investment in its US business”?

 

Bearcast

Tom Winnifrith bearcast: before bed my plan B for Optibiotix

 

FRAN

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

 

CHSS

World Chess is ‘avin’ a giraffe yet again

 

Beggar-Stockbroker

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

 

CRDL

Cordel – “AI Technology Certified by Network Rail”, share price rise justified or is the announcement again ramptastic?

 

RRR

There should be a law against doing an Andrew Bell, what is Fatty Cornish playing at?

 

STG

Strip Tinning – “delighted to announce” a new Glazing sales nomination, but what about recently with “significant wins” meant to drive growth?…

 

OPTI

Optibiotix FD walks and disgraced Neil Davidson dissembles on O’Hara health

 

Bearcast

Tom Winnifrith Bonus Bearcast: Will you help us sack David Bramhill at Union Jack said the email

 

Tom

Querying the health benefits of Tesco tinned tomatoes, Tom Winnifrith

 

Fake_News

Peak Guardian Fake News from Gaza, Tom Winnifrith

 

OPTI

OptiBiotix Health (#OPTI) – Finance Director Graham Myers to “step down”, David Blain to join as acting FD, only provides on CEO Stephen O’Hara “recovering after a short illness and expects to be back at work shortly”

 

CHSS

World Chess (#CHSS) – “announces plans to Launch World Chess Tour”, ramptastic

 

HOME

#HOME REIT – notes property auction sales, “sufficient proceeds to fully repay the outstanding Scottish Widows loan will be realised upon completion of the outstanding sale properties”

 

BLND

British Land (#BLND) – COO David Walker to become CFO “after a comprehensive search and review of internal and external candidates”

 

FRAN

Franchise Brands (#FRAN) – divisional CEO Peter Molloy appointed company CEO, “beginning to consider” move from AIM to Main Market

 

IGE

Image Scan (#IGE) – stronger H2 as anticipated, argues “confidence for future growth in FY25 and beyond”

 

WPP

#WPP – Q3 adj. LFL revenue +0.5% YoY, notes “Q4 facing a tougher comparative than Q3 and macro uncertainty”

 

BTRW

Barratt Redrow (#BTRW) – recent weeks “solid trading”, though considers “it will take some time for customer confidence to fully recover”

 

LLOY

Lloyds Banking Group (#LLOY) – Q3 profit slightly lower YoY, though still “confidently to reaffirm our 2024 guidance”

 

RKT

Reckitt Benckiser (#RKT) – Q3 LFL net revenue -0.5% YoY, taking current year’s to +0.4%, notes impacted by Mount Vernon tornado in July

Tuesday »

OPTI

Reader Poll: who should be chairman of Optibiotix?

 

Bearcast

Tom Winnifrith Bearcast: Ariana to 3.5p by Christmas?

 

TRC

The Revel Collective – full-year results from former Revolution Bars Group, is it now really “well positioned for future growth”?…

 

EMR

Empresaria – from argued “encouraging resilience” to performance “worse than previously forecast” in three months…

 

OPTI

Breaking: Has Neil Davidson at Optibiotix awarded himself a bumper pay rise while pretending it was still austerity all round

 

SOS

Sosandar – Trading Update: Another Loss, More Jam Tomorrow…..Still A Sell

 

Bearcast

Tom Winnifrith bonus bearcast: the beer and popcorn continues at Optibiotix, after today's expose Neil Davidson must go NOW!

 

HEIQ

HeiQ – “Restructuring and Delisting”, yet ANOTHER Covid-era IPO Roll-Call of Shame…

 

OPTI

BREAKING: Optibiotix and the share issue cover up

 

PFC

Is Petrofac Worthless? Evil Banksta does new sums

 

Trump

Tom Winnifrith Podcast: Kamala insults Jesus, Trump serves up french fries, it is now all over bar the shouting

 

MUL

Mulberry (#MUL) – considers possible offer from Frasers (#FRAS) “untenable” and that “should focus its attention on driving the commercial performance”

 

HEIQ

#HEIQ – trading “continues to face significant challenges”, to delist

 

EMR

Empresaria (#EMR) – Q3 adj. net fee income -4% YoY, now expects Q4 “worse than previously forecast with market conditions in Germany particularly challenging”

 

TRC

Revel Collective (#TRC) – FY significantly increased loss, “begin seeing improved performance”

 

G4M

Gear4music (#G4M) – H1 revenue -1%, emphasises return to revenue growth “following the launch of our updated growth strategy in June”

 

SOS

Sosandar (#SOS) – revenue fall argued as “transition away from price promotional activity”, H1 still pre-tax loss

 

SHOE

#SHOE Zone – H2 “below expectations”, FY adj. PBT “expected to be not less than £9.5m (FY 2023: £16.5m)”

 

HFD

Halfords (#HFD) – H1 LFL sales -0.1% YoY, consumer “remains uncertain” outlook unchanged

 

BRCK

Brickability (#BRCK) – H1 LFL revenue -7% YoY, notes recent weeks “increase in inquiries”

 

WIX

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

Monday »

ZIN

Zinc Media – a business sale “to focus on growing its core operations”, but how’s that going?…

 

Bearcast

Tom Winnifrith Bearcast: a free money idea from Evil Banksta

 

HDD

Hardide – “pleased to announce” ‘Year End Trading Update’, but how ‘pleasing’ is it?…

 

LFT

D day looms for Brown Envelope Man: Confessional from Zak Mir by Friday?

 

PFC

Petrofac kicks can down the road again but shareholders will still be screwed in the end

 

BOWL

Hollywood Bowl – “expects to report EBITDA pre-IFRS 16 ahead of market expectations”, but how’s bottom-line performance?…

 

Gold

Is gold in the grip of apophenia – or another mass delusion ?

 

Bearcast

Tom Winnifrith bonus bearcast: Avacta hooks up with Tempus AI, 2 crazy valuations

 

TNT

EXPOSE: Tintra the stench gets even worse at the fraud that was the AIM Company of the Year 2022

 

MIDW

Midwich – “Trading Update”, it now clear why it was previously “full year expectations unchanged” which were reluctant to speak their name?…

 

PFC

Petrofac (#PFC) – senior secured notes forbearance agreement extended to 15th November, continues to work to conclude a “proposed financial restructure”

 

SAR

Sareum (#SAR) – raises further £1m at 22.5p per share with warrants

 

VAST

#VAST Resources – “Q2 2024 Production update and Operational updates”, attempted ramptastic

 

BOWL

Hollywood #BOWL – FY LFL revenue +0.2%, emphasises expects adj. EBITDA “ahead of market expectations”; above £65m

 

HDD

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

 

MIDW

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

 

CER

Cerillion (#CER) – adj. PBT “expected to be comfortably ahead of the consensus market forecast”, “continues to view growth prospects very positively”

 

MRIT

Merit (#MRIT) – IT projects sales pipeline conversion trading warning

 

XLM

XLMedia (#XLM) – agreement for sale of North America business for $20m and up to further $10m, to distribute proceeds to shareholders

 

ELIX

Elixirr International (#ELIX) – acquisition of US-based “insights and strategy” business Hypothesis Group for initial $37.3m in cash and shares and up to further $7.6m

Sunday »

Bearcast

Tom Winnifrith Bearcast: Liam, plain honesty matters more than strict AIM rules

 

Professor

Sunday Long Reads: Amateur Art Sleuth, Bad DEI, Island King, Spy or Journo?, Korean Adoptee Mystery

 

Professor

Visual Aid: Home Ownership Rates Across Europe

 

Gold

The View From The Montana Log-Cabin As Gold Takes Out $2,700

 

Quiz

The ShareProphets Sunday Pub Quiz #263

 

Top-10

Notes from Underground – Most read articles for the week ending Oct 19

 

Trump

Photo article from the Welsh hovel: Brits for Trump, Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith bearcast: I may like gold but I disagree with Malcolm and worry about his enthusiasm

 

GPM

Golden Prospect – Autumn Christmas Tip Update As Ouzo Beckons

 

RTOP

GOTCHA! Reg Tech Open Project – after hours resignation of CFO, the fat lady is warming up in the wings

 

HUM

This Mining Bird could Be Humming Towards a Glittering Future.

 

Fake_News

The global warming nutters want it both ways: its back to Lake Vrynwy with hard data, Tom Winnifrith

 

Welsh_Flag

Who will be Guy on November 2 at the Welsh Hovel? Tom Winnifrith

Friday »

REAT

React Group – further cash generation and growth potential, but...

 

Bearcast

Tom Winnifrith Bearcast: invaded by the Frogs, a Shipman report & more

 

FNX

Fonix – having been an AIM Awards 2024 nominee, how’s “Change of regulation in Republic of Ireland” announcement?…

 

KOO

Kooth – with the ominous combination of being an AIM Awards 2024 “winner” and that being “Diversity Champion”, now contract disappointment (natch!)…

 

Video: why have gold and silver stocks underperformed surging precious metals prices?

 

OPTI

Letter to AIM Regulation regarding Optibiotix and Steve O'Hara

 

SALT

Microsalt forced to make a statement, something not right here

 

Bearcast

Tom Winnifrith bonus bearcast: more Optibiotix beer and popcorn, call me Sherlock bloody 'olmes

 

EUA

Eurasia announces webinar next week – the questions that must be asked!

 

SHI

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%”

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