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EPIC code: SBTX

SkinBioTherapeutics – why it should revise its segmental analysis

By Tom Winnifrith | Friday 6 December 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.

I am trying to be helpful and I think that shares in Skinbiotherapeutics (SBTX) are very cheap as explained HERE. However…
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GKP
Gulf Keystone Petroleum (#GKP) – 'Operational & Corporate Update', “continues to engage with government stakeholders” re. a restart of crude exports
 11 December 2024, 07:59
AFRN
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 11 December 2024, 07:57
PROC
ProCook (#PROC) – H1 increased loss, argues “outperforming a subdued market”
 11 December 2024, 07:54
BOOM
Audioboom (#BOOM) – “ahead of current market expectations”, but again emphasising “adjusted EBITDA”
 11 December 2024, 07:52
RM
RM (#RM.) – expects FY adj. Op profit of £8.4m-£8.8m, “5% to 10% ahead of market expectations”
 11 December 2024, 07:49
OPT
Optima Health (#OPT) – H1 adjusted earnings fall, argues “a strong pipeline”
 11 December 2024, 07:45
BILN
Billington (#BILN) – expects 2024 “ahead of current market expectations” after “continued strong delivery in the second half”
 11 December 2024, 07:38
CHRT
Cohort (#CHRT) – H1 adj. EPS up to 20p, DPS to 5.25p, “continued strong order intake has driven a record closing order book”
 11 December 2024, 07:35
FAN
Volution (#FAN) – four months revenue slightly up, “adjusted operating margin has again improved”
 11 December 2024, 07:31
BATS
British American Tobacco (#BATS) – H2 acceleration in line with expectations, “on track” to deliver FY guidance
 11 December 2024, 07:27

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Billington (#BILN) – expects 2024 “ahead of current market expectations” after “continued strong delivery in the second half”

 

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TET

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Vianet – argues interims “in line with management expectations”, but that actually meaning very demanding second half requirements!

 

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CRTA

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SOS

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MTL

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CNR

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BOO

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TAVI

Tavistock Investments (#TAVI) – receipt of £22m of disposal proceeds, emphasises “repositioning” asset management business

 

MTC

Mothercare (#MTC) – H1 swing to even adj. loss, notes impacted by Middle Eastern markets

 

KBT

K3 Business Technology (#KBT) – agreement to sell NexSys business for £36m, anticipates returning “a substantial proportion” to shareholders during H1 2025

 

SUP

Supreme (#SUP) – acquisition from administration of trade and selected assets of Typhoo Tea for £10.2m

 

FAN

Volution (#FAN) – completes acquisition of Fantech Group in Australasia

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IRON

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Bearcast

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AFN

ADVFN: is a desperate Clem Chambers selling?

 

EPP

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VLG

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Bearcast

Tom Winnifrith bonus bearcast: what should Father Christmas bring Gary Newman and Lucian Miers this Christmas?

 

AMRQ

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RGT

GOTCHA: Lying Charlatans at Argent Pharma flip flop on delisting, shares collapse, TW 100% vindicated yet again

 

TIFS

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RGT

Argent Biopharma (#RGT) – GOTCHA!, “intention to delist from the London Stock Exchange”

 

BMN

Bushveld Minerals (#BMN) – not received amount due from Vanchem, the Business Rescue Practitioners “in discussions… including taking legal advice”

 

IES

Invinity Energy Systems (#IES) – appointment of Adam Howard as CFO, good luck chap!

 

MCB

McBride (#MCB) – banking facilities refinancing noting improved terms and conditions and extended maturity

 

RSG

Resolute Mining (#RSG) – second settlement payment under ‘Protocol’, “discussions with the Government of Mali are ongoing to clarify points of the protocol”

 

PEEL

#PEEL Hunt – H1 return to profit, though notes “sentiment in the UK has dipped following the Budget and increased concerns around global trade”

 

APTA

Aptamer (#APTA) – “AGM Statement”, attempted ramptastic with no bottom-line or cash specifics

 

CFYN

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NTBR

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SCHO

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DOCS

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HEMO

Hemogenyx: When folks invoke and celebrate my mother’s suicide you know they have lost the argument

 

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Tom Winnifrith Bonus Bearcast: Optibiotix, Skins, what a journalist is meant to do, transparency, Lemming and Gary Newman

 

ELEG

Another AIM disaster: Electric Guitar, the Fat Lady has now started singing

 

AAU

Ariana Resources – further increased Dokwe project prospectivity, BUY

 

HEMO

Hemogenyx owning moron JohnR thinks Tom Winnifrith is a “scumbag” and "disgrace"battlng for team leukemia

 

SBRY

J Sainsbury – further share buyback tranche follows interims, BUY!

 

Buffett

Warren Buffett’s advice on how to leave an estate of staggering wealth without ruining your children

 

LGRS

Loungers (#LGRS) – recommended 310p per share offer with unlisted share alternative

 

SCHO

Scholium (#SCHO) – proposed AIM cancellation, argues its discount to NAV share price has “significantly hampered” growth ability

 

AMRQ

Amaroq Minerals (#AMRQ) – its first gold pour at Nalunaq mine, currently continuing to optimise processing plant and aiming to conduct weekly gold pour

 

THG

#THG – Ingenuity business demerger circular

 

OCDO

Ocado (#OCDO) – from its Erith fulfilment centre Morrisons to “gradually cease deliveries”, to build volumes from both Ocado’s Dordon centre and “in-store fulfilment solution”

 

DOCS

Dr. Martens (#DOCS) – H1 swing to even adj. loss and increased net bank debt but still a dividend!, 0.85p per share

 

ENSI

EnSilica (#ENSI) – AGM update, “expects… to continue to trade in line with consensus market expectations for the financial year to 30 May”

 

MACF

Macfarlane (#MACF) – revenue -4% YoY, “continued challenging market conditions resulting in weaker volumes and lower pricing impacting most sectors”

 

LTHM

James Latham (#LTHM) – H1 EPS down to 50.5p, DPS up to 7.95p, expected signs of market improvement so far “has not materialised”

 

GFRD

Galliford Try (#GFRD) – trading momentum “continued into the new financial year… in line with the board's expectations”

Wednesday »

AML

Aston Martin Lagonda – argues “successful” share and private debt placings mean “now well positioned for growth”. Er, a few points…

 

Bearcast

Tom Winnifrith Bearcast: the three serpents in the Helium bubble garden of Jerry Keen

 

KETL

Strix – “Trading Update” = Profit Warning (natch!) and has there really been “significant progress” on the balance sheet?…

 

HEMO

Hemogenyx is a short – target 0p

 

Bearcast

Tom Winnifrith Bonus Bearcast: greatly cheered by NOT speaking to 'arry Adams or Steve O'Hara

 

RST

Restore plc – ten months trading update, still a recovery Buy

 

BWAP

EXPOSE: BWA Group - a group that doesn’t consolidate its subsidiaries, why accounting policies can materially impact reported results

 

TUNE

Focusrite – full-year results argue “growth when market conditions improve”, but when’s even that likely to be?

 

HEX

BREAKING: Is Helix Exploration boss David Minchin a brazen liar or a reckless fool?

 

ELEG

While my Electric Guitar gently weeps: suspension shocker, Fat Lady on Standby, PKF disgraced!

 

JET

Just Eat Takeaway.com (#JET) – “intention to delist from London Stock Exchange”

 

AML

Aston Martin Lagonda (#AML) – £111m equity raise at 100p per share including via PrimaryBid and £100m additional senior secured notes issuance

 

MAB

Mitchells & Butlers (#MAB) – FY adj. EPS up to 26.4p, “strong start to FY 2025, like-for-like sales of 4.0% in the first seven weeks”

 

KETL

Strix (#KETL) – trading warning, “now expects to report adjusted profit before tax for FY24 in the range of £18m to £19m (on a constant currency basis)”

 

TUNE

Focusrite (#TUNE) – FY adj. EPS down to 18p, DPS maintained at 6.6p, notes continuing macro pressures

 

PETS

#PETS At Home – H1 adj. EPS up to 8.4p, DPS to 4.7p, though FY warning as longer than anticipated subdued pet retail market growth

 

ATG

Auction Technology (#ATG) – FY adj. EPS down to $0.386, argues current trading “positive momentum”

 

EZJ

easyJet (#EZJ) – FY adj. EPS up to 61.3p, DPS to 12.1p, argues “positive” outlook

 

MOTR

Motorpoint (#MOTR) – H1 return to profit, though revenue decrease with “more affordable vehicle mix and price deflation”

 

JD

JD Sports Fashion (#JD.) – completes €520m acquisition of Groupe Courir following European Commission conditional clearance and satisfaction of all other conditions

Tuesday »

Bearcast

Tom Winnifrith bearcast: egg on boat race time but for once not mine!

 

TPT

Topps Tiles – full-year results emphasise “confidence in the medium term outlook”, so what about the current outlook?…

 

SFR

Severfield – from “market conditions are showing signs of improvement” to a ‘market conditions’ profit warning in less than four months, and worse!…

 

Beggar

BREAKING: Peel Hunt warns of £2 billion AIM IHT own goal by Rachel from Customer Services

 

Clown

Does Valuation matter? Ask a failed fund manager

 

SOS

Sosandar – Half Year Results, Big Helping Of Hartley's As More Jam Tomorrow Promised

 

Tumbleweed

MPs and Lords say that the FCA is “incompetent” and “defective” – Pots and Kettles

 

INX

i-nexus Global – proposed AIM cancellation, yet another roll-call of shame on the self-described “world's most successful growth market”!

 

ECR

ECR, the timing is unfortunate

 

Bearcast

Golden Tuesday Bonus Bearcast: News from Amaroq and Ariana

 

INX

i-nexus Global (#INX) – proposed AIM cancellation

 

AAU

Ariana Resources (#AAU) – Dokwe project exploration work delivering several resource growth opportunities

 

VCP

Victoria (#VCP) – H1 swing to even adj. loss, net debt £658.2m

 

SOS

Sosandar (#SOS) – H1 another loss on lower revenue, argues recent “evidence of the performance that we anticipated as customers become accustomed to paying full price”

 

AO

AO World (#AO.) – H1 EPS up to 1.94p, FY adj. PBT guidance “upgraded to between £39m and £44m”

 

IGR

IG Design (#IGR) – H1 adj. EPS down to $0.112, expects H2 profit driven by “business simplification, efficiency and cost-saving initiatives”

 

HFD

Halfords (#HFD) – H1 adj. EPS and DPS maintained at 7.6p and 3p respectively, “H2 is also impacted by short-term costs”

 

VP

Vp (#VP.) – H1 adj. EPS down to 39p, DPS maintained at 11.5p, “headwinds and challenging conditions continue to impact General Construction and Housebuilding”

 

BRCK

Brickability (#BRCK) – H1 adj. EPS down to 5.03p, DPS up to 1.12p, “profitability is expected to be first half weighted due to phasing of project work in the Contracting division”

 

CPG

Compass (#CPG) – FY adj. EPS up to $1.195, DPS to $0.598, current year expects “organic revenue growth above 7.5% and ongoing margin progression”

Monday »

DSW

DSW Capital – interims, will deal volumes be “returning to normal levels” in its Q4?

 

Bearcast

Tom Winnifrith Bearcast: one month to Christmas

 

ECR

Doc Holliday pumping and dumping at ECR: there is a case for the defence

 

KGF

Kingfisher – Q3 update emphasises “full year profit guidance range tightened”…but that’s not in a good way!

 

LFT

Letter to FRC: please investigate Zak Mir, Lift Global Ventures and Lee Lederberg of Edwards Veeder

 

Bearcast

Tom Winnifrith bonus bearcast: just a few more thoughts on Microstrategy vs Golden Prospect Precious Metals

 

DIA

Dialight – interims argue “confident that further progress will be made in the second half”, but sufficient for the balance sheet position?…

 

HEMO

Tim Kempster warns those foolish enough to own Hemogenyx

 

CEL

EXPOSE: Has Graham Bond of RSM been a very naughty boy with his Celadon homework?

 

Bitcoin

MicroStrategy - A possible Bitcoin short

 

GOOD

#GOOD Energy – Takeover Panel extension to 23rd December “to allow further time for Esyasoft to progress its due diligence”

 

ECR

#ECR Minerals – £0.95m subscription at 0.33p per share

 

SFT

Software Circle (#SFT) – “up to” £16.7m new loan facilities, to repay £6.7m of outstanding bonds

 

RTO

Rentokil Initial (#RTO) – CFO Stuart Ingall-Tombs retiring, Paul Edgecliffe-Johnson to succeed

 

DSW

#DSW Capital – Deputy CEO Shru Morris to succeed James Dow as CEO on 1st April

 

DSW

#DSW Capital – H1 small profit, “deal volumes in November and December are likely to be subdued, as many transactions were brought forward ahead of the Budget”

 

DIA

Dialight (#DIA) – H1 another even adj. pre-tax loss, notes macroeconomic ‘caution’

 

KGF

Kingfisher (#KGF) – Q3 LFL sales -1.1% YoY, “expect adjusted PBT of c.£510m to £540m (previously c.£510m to £550m)”

 

BMK

Benchmark (#BMK) – agreement to sell genetics business for £230m and up to further £30m

 

AAL

Anglo American (#AAL) – agreement to sell steelmaking coal mines in Australia for US$2.775bn and up to total US$3.775bn

Sunday »

Bearcast

Tom Winnifrith Bearcast: does Optibiotix need an FD and time to short bitcoin?

 

GPM

Golden Prospect – Late In Year 2024 Tipfest Update As Subscription Deadline Looms

 

Professor

Visual Aid: Top Performing Cryptocurrencies in 2024

 

Gold

The View From The Montana Log-Cabin As Gold Attempts To Stage A Comeback

 

Quiz

The ShareProphets Sunday Pub Quiz #268

 

Professor

Sunday Long Reads: London Fish Markets, Junk Food Fights Back, Should India Only Speak Hindi?, Don Simpson, Painting Protests

 

Top-10

Notes from Underground – Most read articles for the week ending Nov 23

 

Atomic

Tom Winnifrith podcast: British missiles hitting Russia, not in my name

Saturday »

NWOR

National World – saga continues as possible offerer Media Concierge warns it on “false and misleading statements”!

 

Bearcast

Tom Winnifrith Bearcast: have you heard of Alastair Bath?

 

SBTX

SkinBioTherapeutics – “finalisation of commercial agreement with Croda” to further spark the shares, Buy

Friday »

NWOR

National World – considers possible offer proposal has “potential merits”, BUT…

 

Bearcast

Tom Winnifrith Bearcast: Hemogenyx you guys are taking the piss!

 

Clown

A failed fund manager offers his great thoughts on Jaguar and its relaunch

 

NTOG

Nostra Terra is a great example of why the AIM market is dying and has been for some time

 

Bear

Video: The Darkening Skies Over Wall Street – Ominous Signals for Investors

 

SYME

Letter to the FCA demanding suspension of the trading in the shares of the technically insolvent Supply@ME Capital fraud

 

COA

Coats Group – “continued momentum with double-digit sales growth”, but still looks to offer value

 

WEB

Webis: Jim Mellon takes it private, in reality shareholders’ equity already worthless

 

Bearcast

Tom Winnifrith Bonus Bearcast: Now Lemming Junior says switch from Optibiotix to Skinbiotherapeutics

 

APH

Alliance Pharma – a recovery Buy?

 

LFT

BREAKING: Lift Global Ventures – deep dive into 30 June 2024 numbers, its off to the FRC I go!

 

NWOR

National World (#NWOR) – Media Concierge urges it “to engage constructively” re. a 21p per share possible offer proposal

 

WEB

Webis (#WEB) – proposed AIM cancellation, to “reduce costs and protect shareholder value”

 

LTG

Learning Technologies (#LTG) – Takeover Panel extension to 6th December as discussions with General Atlantic “are advanced but remain ongoing”

 

TIFS

TI Fluid Systems (#TIFS) – Takeover Panel extension to 29th November for ABC Technologies “to finalise financing and other arrangements”

 

TAVI

Tavistock Investments (#TAVI) – subsidiary businesses disposal completion conditions satisfied and agreement to acquire asset management business Alpha Beta Partners

 

LPA

#LPA – weaker H2 YoY due to delayed orders, FY adj. “breakeven… in line with previous guidance”

 

RTC

#RTC Group – “continue to drive growth” and “remain confident in our ability to capture further value”

 

GAW

Games Workshop (#GAW) – “trading since the last update on 18 September 2024 is ahead of expectations”

 

DFS

#DFS Furniture – “order intake remaining in growth over the first 20 weeks” and continuing cost reductions, Marie Wall to join as Interim CFO

 

MBH

Michelmersh Brick (#MBH) – trading “benefiting from the quality of the order book”, “in line with market expectations”

Thursday »

Bearcast

Tom Winnifrith Bearcast: starting my hard conversation with Steve O' Hara

 

TFW

FW Thorpe – expects results “marginally ahead of last year”, but is such trading sufficient for the valuation?

 

ECOB

Eco Buildings Group – letter of Intent for potential significant new contract, risk/reward Strong Buy

 

AAU

Ariana Resources – “Zenit Portfolio Operations Update”, the “portfolio” to expand?

 

JD

JD Sports Fashion – emphasises “well positioned for peak season”… but even with that only expects ‘lower end of guidance range’!

 

Clown

#Gowokegobroke: Jaguar and its new advert

 

Bearcast

Tom Winnifrith bonus bearcast: Which accounts from Zak Mir are a tissue of lies?

 

SDY

Speedy Hire – interims, “the board anticipates the group meeting its full year expectations”. Really?…

 

CEL

Celadon Pharmaceuticals: FFS just come clean, when’s the massively discounted placing?

 

SYME

BREAKING: Supply@Me Capital – Alessandro Zamboni in default on yet another 7 figure financing commitment

 

Chocolate-Teapot

FCA consultation on extending time firms have to respond to non-discretionary commission motor finance complaints

 

FRAS

Frasers (#FRAS) – open letter including noting its further requisition to seek to remove Executive Chairman Mahmud Kamani as director of boohoo (#BOO)

 

RSG

Resolute Mining (#RSG) – CEO Terence Holohan and the two other employees released in Mali and have departed the country

 

CHRT

Cohort (#CHRT) – agreement to acquire naval satellite communications business EM Solutions for c.£75m enterprise value, £40m placing and up to £1m “retail offer”

 

LIO

Liontrust (#LIO) – H1 adj. EPS down to 30.3p, DPS maintained at 22p, notes market challenges but argues moving into a more positive environment

 

CMCX

CMC Markets (#CMCX) – H1 EPS swing to 12.8p, DPS up to 3.1p, “confident in delivering on guidance”

 

SDY

Speedy Hire (#SDY) – H1 swing to loss, argues “consistent with prior years… expects a strong second half weighting”

 

BREE

Breedon (#BREE) – four months to 31st October LFL revenue -1%, FY expectations unchanged

 

PZC

PZ Cussons (#PZC) – trading “in line with expectations”, progressing with sale of St. Tropez brand and discussions on African business

 

JD

JD Sports Fashion (#JD.) – Q3 update, “now anticipate full year profit to be at the lower end of our guidance range”

Wednesday »

VLX

Volex – interims, confidence in meeting outlook targets and a possible offer for TT Electronics?

 

CRPR

James Cropper – I having previously questioned it “repositioned for growth”, a half-year results profit (lack of) warning…

 

Clown

A failed fund manager writes about lies (is that his specialist subject?)

 

Bearcast

Tom Winnifrith Bearcast: Under what circumstances do I give up on Optibiotix and switch into Skins?

 

CHH

Churchill China – as I warned the half-year results suggested, a profit warning (and it’s ‘material’)

 

TM1

EXPOSE: Technology Minerals: Breaking listing rules yet again, something it is not saying!!

 

PRD

Predator Oil & Gas, the apparently missing NED and the jumping rats

 

Bearcast

Tom Winnifrith Bonus Bearcast: Today's note from Cavendish on Skinbiotherapeutics is utterly pointless, here's my stab at forecasts

 

PPS

Proton Motor Power Systems – states to “orderly wind down” the business, but how “orderly”?…

 

BMN

BREAKING: Bushveld Minerals, sack the board GM called, too little too late

 

PPS

Proton Motor Power Systems (#PPS) – to wind down the business and proposed AIM cancellation

 

HUM

Hummingbird Resources (#HUM) – states “continues to engage constructively with the Coris Parties and their advisers to finalise the subscription agreement”

 

EQLS

Equals (#EQLS) – Takeover Panel extension to 11th December for consortium to conclude negotiations of arrangements between its members

 

ARB

Argo Blockchain (#ARB) – Q3 net loss $6.3m, still vast debt against gross cash of $2.5m

 

CHH

Churchill China (#CHH) – “not seen the normal seasonal uplift”, expects FY profit “materially below market expectations”

 

FRP

#FRP Advisory – notes H1 “continued growth in revenues and profits”, “confident of achieving full year expectations”

 

RNO

Renold (#RNO) – H1 adj. EPS up to 4.2p, “confident of delivering underlying full year results in line with market expectations”

 

COA

Coats (#COA) – four months “sales growth improved to 11%”, expects FY “in line with market expectations”

 

HILS

Hill & Smith (#HILS) – four months adj. organic revenue +2%, states “in line with current analyst consensus”

 

ROR

Rotork (#ROR) – four months organic constant currency order intake +8% YoY, “in line with management expectations”

Tuesday »

Bearcast

Tom Winnifrith Bearcast: Jeremy Clarkson bloody well should pay full IHT

 

AMRQ

Amaroq Minerals – Q3 results and key agreements for upcoming gold production, an upcoming catalysts Buy

 

CLX

Calnex Solutions – interims, how confident to be of “expects to close the year in line with current market expectations”?…

 

CML

CML Microsystems – interims, is it really ‘progress showcasing the resilience and adaptability of the business model’?

 

ELEG

Electric Guitar – another bum note

 

Gold

Video: Buying Gold Miners, Cheap Compared to Gold Itself

 

UKOG

UK Oil & Gas: more worthless confetti vicar?

 

Bearcast

Tom Winnifrith bonus bearcast: ye or me or that idiot Magna Carta of little faith, Eco Buildings and Skinbiotherapeutics

 

FAB

Fusion Antibodies – interims argue “now well positioned”, but is it really?…

 

Clown

Is China fraud specialist Paul Shackleton doing a bit of a Rachel from Customer services on LinkedIn?

 

Cat_Fixing_Lightbulb

November 18 2024 and it is already Dr David Viner day! The global warming is falling fast! Tom Winnifrith

 

Welsh_Flag

Photo Article: the global warming at the Welsh Hovel, Tom Winnifrith

 

SBTX

SkinBioTherapeutics (#SBTX) – Croda commercial terms finalisation “based on the final testing of the SkinBiotix technology”

 

UKOG

UK Oil & Gas (#UKOG) – placing and “retail offer” at just 0.025p per share “to fund new H2 storage site”. Hmmm!

 

VCP

Victoria (#VCP) – sells ceramic tile manufacturer in Turkey Graniser for €36.8m Enterprise Value

 

G4M

Gear4music (#G4M) – H1 loss, argues “well-positioned and prepared for the upcoming peak seasonal trading period”

 

REVB

Revolution Beauty (#REVB) – H1 small adj. profit but overall loss, reckons will return to growth in Q4

 

FNX

Fonix (#FNX) – “positive” trading “in line with expectations”, “progressing well” with Portugal expansion plans

 

GBG

GB Group (#GBG) – H1 adj. EPS up to 7.3p, “underpins” outlook confidence

 

GEN

Genuit (#GEN) – expects FY adj. Op profit “broadly in-line with the lower end of analyst expectations”

 

AVON

#AVON Technologies – FY adj. EPS up to $0.699, DPS down to $0.233, now sees potential to reach targets a year early

 

IMB

Imperial Brands (#IMB) – FY adj. EPS up to 297p, DPS to 153.42p, “remain confident”

Monday »

Bearcast

Tom Winnifrith Bearcast: Barclays wastes 15 minutes of my life

 

STK

StreaksAI – interims argue AI technology developments “nearing completion” and “adequate working capital”, BUT…

 

AAU

Ariana – Turkey Update As Knicker-Wetters Strike

 

AVCT

Avacta: smell the desperation of paid for research

 

SAAS

Microlise – “Update on Cyber Security Incident”, how ‘materially’ will trading forecasts and financial position meet expectations?

 

CEL

Celadon: Timber! More ouzo for the Sheriff, vicar?

 

JDG

Judges Scientific – expects certain orders now “will not all occur in time to deliver against the expectations”. Uh oh!…

 

BMN

Bushveld Minerals: ouzo on cornflakes for the Sheriff of AIM as shares suspended pending clarification

 

Collapsing-Reactor

The chart that proves oil stocks trump green shite, or does it?

 

GEX

Georgina Energy:– today’s cashless warrant exercise is a massive vote of no confidence

 

Christopher_Booker

Christopher Booker, this photo is just so perfect for today's dark times, Tom Winnifrith

 

BMN

Bushveld Minerals (#BMN) – with “financial uncertainty”, a turnaround specialist appointed and shares suspended

 

RSG

Resolute Mining (#RSG) – signs a protocol for Mali business discussions, working on remaining procedural steps for release of three detained employees

 

SAAS

Microlise (#SAAS) – “vast majority of customer systems are back online, with some remaining customers conducting their own security verifications before enabling users”

 

CEL

Celadon Pharmaceuticals (#CEL) – notes financing delays and sufficient working capital only “through to January”

 

PFC

Petrofac (#PFC) – senior secured notes interest forbearance extended to 13th December, argues progressing a ‘financial restructure’ “at pace”

 

GEX

Georgina Energy (#GEX) – “Operational Update” is actually an exercise of warrants for nil consideration

 

IQE

#IQE – warns “slower than anticipated recovery”, “strategic review” and negotiating “short-term financing”

 

JDG

Judges Scientific (#JDG) – profit warning as certain orders now likely to “not all occur in time to deliver against the expectations”

 

FDM

#FDM Group – notes lower number of consultants assigned to clients, albeit “in line with its expectations”

 

BEG

Begbies Traynor (#BEG) – H1 “positive momentum”, notes higher employment costs and interest rates likely to extend elevated insolvency levels

Sunday »

TERN

Tern – Yet More Disaster At Wyld….Has It Sold Out Yet?

 

Bearcast

Tom Winnifrith Bearcast: Will Southport see Keir Starmer also forced to resign, the gagging is not working! And is today's Georgina expose enough for Jerry Keen to quit?

 

Professor

Visual Aid: Top Personal Income Tax Rates in Europe in 2024

 

GEX

BREAKING EXPOSE: Georgina Energy, the bogus research report by a firm that does not exist and the criminal charges

 

Quiz

The ShareProphets Sunday Pub Quiz #267

 

Professor

Sunday Long Reads: No Contact Children, Greek Espionage, Prediction Markets, Academic Raving, Microchip Mobilisation

 

Gold

The View From The Montana Log-Cabin As Gold Suffers Continued Trump Dump

 

Top-10

Notes from Underground – Most read articles for the week ending Nov 16

Saturday »

Christmas-Stripper

#Gowokegobroke: Boots wins the Christmas advert clanger

 

Bearcast

Tom Winnifrith Bearcast: why Rachel Reeves needs to resign NOW

 

GEX

EXPOSE: Georgina Energy, the 2020 slide deck and the mystery of the dog that barked

 

CRV

Craven House Capital – a technically insolvent company without a material uncertainty warning thanks to Zak Mir's pal

 

Sinking_Ship

AIM Market Statistics for October 2024 - another month of decline on the casino, a 23 year low hit

Friday »

KEFI

Kefi – Saudi Arabia interests dilution, though remaining interest set for “a significant premium” realisation to that

 

Bearcast

Tom Winnifrith Bearcast: More knicker wetting in my email

 

CRL

Creightons – half year profitability in excess of the prior full-year from this winning share tip

 

TTG

TT Electronics – possible offer proposals, but rejected and currently “no ongoing discussions”

 

SOLI

Solid State – after just last week ‘expects particularly defence sector orders to meet market expectations’, now a prominent defence order programme “paused”!

 

Pinocchio

BREAKING: Rachel Reeves MP – is it from bad to worse on her CV fabrication? Is Kev Gillett for real?

 

HELD

Hellenic Dynamics: loan still not arrived I guess Peterhouse and Cairn think lying is all fine and dandy

 

TEK

Tekcapital: yet another placing and more mendacity for the vicar?

 

VAST

Vast Resources: when is the announcement?

 

BOOM

Audioboom: what does adjusted EBITDA mean to you?

 

VCP

Victoria: panicked trading statement

 

Fake_News

Tom Winnifrith Podcast: Radio 4's Today on Bobby Kennedy, University Funding and the slowing UK economy, it's all fake news!

 

VLX

Volex (#VLX) – notes possible cash and shares offer proposals to TT Electronics (#TTG), whose board “has declined to engage”

 

HELD

Hellenic Dynamics (#HELD) – €1m loan announced in April still “has not been received” and “now exploring alternative financing options”!

 

VLX

Volex (#VLX) – H1 adj. EPS up to $0.152, DPS to 1.5p, “reiterates confidence”

 

VCP

Victoria (#VCP) – argues “positive leading indicator data” but admits “off a very low base” and assessing refinancing options

 

BOOM

Audioboom (#BOOM) – states “ahead of the recently upgraded market expectation”, but just emphasises adjusted EBITDA

 

AMRQ

Amaroq Minerals (#AMRQ) – “key agreements” in advance of gold production including for processing and offtake

 

ALT

Altitude (#ALT) – notes H1 growth, “remains in line with the board's expectations for the full financial year”

 

SOLI

Solid State (#SOLI) – ‘materially below expectations’ warning as “expenditure on a prominent defence order programme has been paused”

 

REC

Record (#REC) – H1 EPS up to 2.58p, DPS maintained at 2.15p, trading “in line with the board's expectations”

 

GLE

MJ Gleeson (#GLE) – AGM Trading Update, states results “will be more weighted to the second half than usual”. Hmmm

Thursday »

HEIQ

HeiQ – ‘preparing for a capital raise in the coming weeks open to all shareholders’. Er, I wonder why!…

 

TTG

TT Electronics – expects full-year “at the lower end of… previously stated range”, but that’s a range already lowered less than two months ago

 

Bearcast

Tom Winnifrith Bearcast: Mad Welshmen and the dogs and maybe Pierro is right

 

ZYT

Zytronic – having last month emphasised “material growth opportunity” of its transformation plan, now to seek a solvent liquidation!

 

Atomic

Video: Why Uranium, Gold and Silver are the Actual Winners of the US Election

 

BOO

Boohoo raises up to £45m: I just don’t get it

 

Bearcast

Tom Winnifrith Bonus Bearcast: the new bear case for gold

 

AOM

ActiveOps – having been an AIM Awards 2024 nominee, results disappointment (natch!)

 

ORCP

Oracle Power: shares already below placing price the sheer pointlessness of it

 

CRTA

Cirata: time to fess up that targets will be missed?

 

BOO

boohoo (#BOO) – raises £39.3m at 31p per share, “up to” £6m “retail offer”

 

ZYT

Zytronic (#ZYT) – following strategic review, “will now seek a sale and/or wind down of the group assets”

 

HEIQ

#HEIQ – “Update on Delisting and Potential Capital Raise”, delisting scheduled for 19th November

 

YNGA

Young & Co's (#YNGA) – H1 adj. EPS up to 36.72p, DPS to 11.53p, notes “Government's budget will result in significant increased costs for our industry”

 

SMWH

WH Smith (#SMWH) – FY adj. EPS up to 89.3p, DPS to 33.6p, “new financial year has started well”

 

BRBY

Burberry (#BRBY) – H1 swing to even adj. loss, notes H2 “important festive trading period” uncertainty considering “uncertain macroeconomic environment”

 

TTG

TT Electronics (#TTG) – “expects FY24 adjusted operating profit to be at the lower end of our previously stated range of £37m-42m”

 

SRAD

Stelrad (#SRAD) – incremental early signs of a recovery in volumes within selected European markets, FY guidance unchanged

 

BME

B&M (#BME) – H1 adj. EPS down to 14.7p, DPS up to 5.3p, “confident in our outlook for the second half”

 

PFD

Premier Foods (#PFD) – H1 adj. EPS up to 5.3p, “on track to deliver on full year expectations”

Wednesday »

AAU

Ariana Resources – loan to further advance Dokwe project ahead of Australia dual-listing, Buy

 

GELN

Gelion – “Produces Solid-State Separator”, again attempted ramptastic?

 

Crime-Scene

A reader reports Roast PR to the FCA over a new porky pie but nothing will happen

 

Bearcast

Tom Winnifrith Bearcast: Just Eat and Grub Hub show fund managers even bigger morons than Bulletin Board Morons as $7.3bn turned into $650m

 

TENG

Ten Lifestyle – states “pleased to announce” full-year results, but what’s ‘pleasing’ about them?

 

BIOM

Biome Technologies – after September-argued “challenges… progressing towards resolution”, already another trading warning!

 

Bearcast

Tom Winnifrith Bonus Bearcast: Revenge of the knicker wetters and Kefi which can now escape a placing and here's how

 

OPTI

Optibiotix: would you Adam & Eve it? How is Neil Davidson not a trougher who misleads?

 

GEX

EXPOSED: The lies and smears of Zak Mir and David Burton on behalf of Georgina Energy

 

Gold

Has the election of President Trump killed the gold bull market? What the gurus say

 

SRT

#SRT Marine Systems – fundraising to raise up to £8.5m at 35p per share

 

KEFI

#KEFI Gold & Copper – to remove outstanding exploration liabilities in Saudi Arabia by falling to 15% of joint venture, potential sale of this residual shareholding

 

CRL

Creightons (#CRL) – H1 “small reduction in revenue” but estimates pre-tax profit “notably higher” than corresponding prior year period

 

FSTA

Fuller, Smith & Turner (#FSTA) – H1 adj. EPS up to 21.81p, DPS to 7.41p, 32 weeks LFL sales +5.4%

 

CRW

Craneware (#CRW) – growth “in line with current market expectations”, non-executive director changes

 

CGS

Castings (#CGS) – H1 EPS down to 7.07p, DPS up to 4.21p, FY demand schedules continue to reflect heavy truck lower build rates

 

DWL

Dowlais (#DWL) – ten months constant currency revenue -6.1% YoY, expects continued market volatility next year

 

TAM

Tatton Asset Management (#TAM) – H1 adj. EPS up to 13.67p, DPS to 9.5p, “remain on track to meet the board's expectations for the full year”

 

EXPN

Experian (#EXPN) – H1 adj. EPS up to $0.76, DPS to $0.1925, expects FY margin accretion towards upper end of +30 to +50 basis points range

 

JET

Just Eat Takeaway.com (#JET) – agreement to sell Grubhub for $650m Enterprise Value

Tuesday »

Bearcast

Tom Winnifrith Bearcast: Tomorrow I expose Zak Mir and David Burton with their pants down

 

REE

Altona Rare Earths – fast-tracked production potential, Buy

 

MRK

Marks Electrical – after late-June “optimism for the year ahead”, already now a material profit warning!

 

Beggar

Comparing farmers today to 1980s miners is duff economics and shows the class hatred that really fuels the left

 

ZOO

Zoo Digital – interims, states it believes it has sufficient working capital “for the foreseeable future” but for how long likely is that?

 

Gold

Video: yes it is time to buy gold juniors!

 

XTR

BREAKING EXPOSE: Roast PR Limited, the alleged Zambian gold fraud, Colin Bird and while Roast profits readers lose out

 

GEX

BREAKING: Georgina Energy and Mark Wallace and the 2013 fraud allegations

 

ADF

Facilities by ADF – as I cautioned, profit warning. To do with UK Budget and US election uncertainty or more?…

 

Bearcast

Tom Winnifrith bonus bearcast: you cannot make a silk purse from a sow's ear, the tale of UK onshore oil and Union Jack Oil

 

MTRO

Metro Bank (#MTRO) – £16.7m fine for “financial crime failings”

 

UJO

Union Jack Oil (#UJO) – “planning permission for the Wressle development… has been formally rescinded”

 

FOUR

4imprint (#FOUR) – FY PBT expectations “remain unchanged and are within the current range of analysts' forecasts at just over $150m”

 

ADF

Facilities by #ADF – warns as a significant number of productions start dates delayed to next year and “some” will not proceed at all

 

ZOO

#ZOO Digital – H1 $2.6m loss and “visibility of Q4 orders remains limited”, even gross cash down to $4.3m

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