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Notes from Underground – Most read articles for the week ending Nov 9

By Darren Atwater | Sunday 10 November 2024


 


The most read non-Tom article last week is EnSilica – “pleased to announce” a new debt facility now, I wonder why… by Steve Moore at number 2 or number 9 including Bearcasts. 

The most-read ShareProphets articles this week were:

  1. Gary Newman warns placing ahoy at Energypathways
    In an attempt to treat a severe case of #TrumpDerangementSyndrome Gary Newman has fled civilization and is now camped out by a lake in Hungary in search of fish. But he has managed to go online to warn me of what he thinks is a spooftastic share price action at energy transition company EnergyPathways (EPP).

  2. EnSilica – “pleased to announce” a new debt facility now, I wonder why…
    Describing itself as “a leading chip maker of mixed signal Application Specific Integrated Circuits”, EnSilica (ENSI) has issued a “New Debt Facility”-titled announcement commencing that it “is pleased to announce that it has secured a new debt facility to refinance its existing external loan facilities, providing total funding of up to £9 million and extending out to November 2029”. That sounds ‘pleasing’, but what about the details?

  3. The View From The Montana Log-Cabin As Gold Takes A Bump And Reeves Thieves
    Gold closed the week at $2,736 – down from last week’s $2,748 but not enough to prevent yet another all-time end-of-month high after posting a new all-time high of $2,790 mid-week. Gold stocks also posted new recent high points but then slipped, as can be seen on the chart of Gold vs the Gold-mining ETFs GDX (majors), GDXJ (juniors) and GOEX (explorers).

  4. Victoria now just 93p, target remains 0p: a 20 red flag check list
    Shares in Victoria (VCP) were almost £12 less than four years ago. They are now just 93p, a market cap of £106 million. As a perma bear I stand vindicated but I should say that my target price remains 0p, this is still a stonking short. The list of red flags is very long and worth remembering as a read across to other stocks

  5. Nexus Infrastructure – diversifying acquisition and recovery potential, our share tip is ahead but still a BUY
    Civil engineering infrastructure services provider to the UK housebuilding sector Nexus Infrastructure (NEXS) has announced trading “in line with market expectations” and an acquisition of a civil engineering and construction business emphasised to have experience in several key sectors including water, rail, highways and rivers & marine. The shares are up to 135p on the news

  6. BREAKING: Optibiotix, O’Hara resurfaces!
    Well this is good news. More in hope that expectation I texted him asking when the launch in India of the Dr Morepen jv was due. This is the deal that is planned to deliver GP of £5-6 million a year to Optibiotix (OPTI) within five years.

  7. BREAKING: Argo Blockchain a zero: Evil Banksta has news
    Liverpool’s greatest numbers man since Ken Dodd has been in touch to point out that in saying that shares in Argo Blockchain (ARB) will collapse I am, as ever, being far too generous. They are a zero and Argo needs to ‘fess up as to why ASAP.

  8. Kefi Gold & Copper – increased proposed bank loan facilities for Tulu Kapi, Strong Buy
    Kefi Gold & Copper (KEFI) has announced increased proposed banks loan facilities for its Tulu Kapi gold project in Ethiopia from $190 million to $240 million and that it is “targeting finalisation of… formal approvals and of definitive detailed documentation this quarter”. What of this news from 0.60p to buy the shares?

  9. Microlise – “confident that no customer systems data has been compromised”, but employee data?…
    Microlise Group (SAAS) has issued an “Update on Cyber Security Incident” announcement including that it “is confident that no customer systems data has been compromised” and “remains of the view that this incident will not have a material adverse impact on its forecasts or financial position”. What of a share price response currently up to 113.5p?

  10. ProBiotix Health – wins at requisitioned General Meeting, now time for reconciliation
    ProBiotix Health (AQSE:PBX) announced on Friday, as was clear when OptiBiotix Health (OPTI) was restricted from voting, that requisitioned General Meeting resolutions to remove directors were voted against and that, whilst rights with respect to allegations made are reserved, it believes a line should now be drawn under this “regrettable incident” and efforts re-focused on the continued growth of ProBiotix under the leadership of Steen Andersen. We agree.

The most listened-to Bearcasts this week were:

  1. Tom Winnifrith Bearcast No 2: this strategic review could be amazingly good news
    I start with tomorrow's encounter with the Shipmans then it is Kefi Gold & Copper (KEFI), Optibiotx (OPTI), Alba Minerals (ALBA). Westminster Group (WSG), Tek Capital (TEK) and Microsalt (SALT)

  2. Tom Winnifrith Bearcast No 1: GroupThink, Donald Trump and Kefi
    What shakes the certainty of hard analysis? I discuss with reference to the US Election, the result of which was called brilliantly by yours truly, and Kefi Gold & Copper (KEFI) where I am also sure that the shares will fly as I discuss today's news from Tulu Kapi. 

  3. Tom Winnifrith bearcast: a trans moral quandry for daughter 2
    I start with two developments for daughter 2, the sporty one. Then I look at Kefi (KEFI), Ariana (AAU) and my uncomfortable feelings about the Crispin Odey sex pest case, as the fat groper faces a lifetime City ban.

  4. Tom Winnifrith Bearcast: Define imminent
    I start with the election and what it means short and medium term for gold, shares and the dollar. I outline three scenarios for each. Then it is Probiotix (PBX), Amaroq (AMRQ), Predator (PRD) and wider corporate issues on veracity and finally Argo Blockchain (ARB)

  5. Tom Winnifrith Bearcast; Reporting back alive, good cancer news but...
    I start with yesterday's "procedure". Then it is on to companies that are heading for death; Argo Blockchain (ARB), BSF Enterprise (BSFA), Victoria (VCP) and Supply@ME Capital (SYME). i also comment on HydrogenOne Capital (HGEN). I don't believe its NAV

  6. Tom Winnifrith Bearcast: a 1 in 15000 chance this is the last one ever
    If so it has been nice knowing you. I start and end on that cheery note. In between it is Hummingbird (HUM). Vast Resources (VAST) and CAB Payments (CAB)

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

  8. Tom Winnifrith bonus bearcast: serial deceit and lying at Predator as it places
    I start with a short vignette about Dixville Notch in New Hampshire. It is just so nerdishly quirky. Then this podcast is about Predator Oil and Gas (PRD). Gotcha! As predicted, a placing yesterday afternoon but also a bucket full of more lying. In a properly regulated market Predator would not exist.
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