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How bearish can we be on mining stocks – the world’s No 1 analyst Roger Bade warns things will get worse

By Tom Winnifrith | Wednesday 1 October 2014

 

The world’s No 1 mining analyst Roger Bade of Whitman Howard has produced his quarterly review and while there are a few new buy ideas, such as Amara (AMA), on the whole his tone is as bearish as ever. Anyone who says how some mining juniors should be “viewed with contempt” is a top man. Although Mr Bade’s less than complimentary words about the quite excellent Women in Mining organisation run by mining guru Amanda Van Dyke (pictured left since she is a tad more photogenic than Mr Bade) have “been noted”.  Naughty. The review makes for sobering reading for anyone still investing in this sector. Mr Bade writes: 

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BRCK

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GNC

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Monday »

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FDEV

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BATS

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TRAF

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PHE

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HZM

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GFIN

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FDEV

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RMV

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AV

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AXL

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Top-10

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Saturday »

TERN

BREAKING: further signs of cash crisis at Tern

 

SFR

Severfield – interims, a “continue to expect to deliver further progress” Buy

 

Gold

The View From The Montana Log-Cabin As Gold Beats $2,000 – Will It Last?

 

VLX

Volex – interims emphasise grounds for outlook optimism, still looks further share price upside on this winning tip

 

GetAFix

On the Couch with Stacey. How to Avoid Psychological Blunders and Make more Dosheroo.

Friday »

IKA

Ilika – “trading update”, why’s it “Operating Highlights” before “Financial Highlights”?…

 

Bearcast

Tom Winnifrith Bearcast: I wouldn't be this indiscreet but I hope Steve O'Hara continues to be

 

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Video: Gold is About to Explode Higher Through a Triple Top

 

SBTX

Optibiotix sells more Skinbiotherapeutics shares – Steve O’Hara explains why

 

Pound-Sterling

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GHH

Gooch & Housego – now a recovery value Buy

 

IMB

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HARL

Harland & Wolff makes itself look ever more Scilly as it teeters on the brink

 

Welsh_Flag

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Boom

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HARL

Harland & Wolff (#HARL) – notes “indicative and preliminary approach” to Isles of Scilly Steamship Company regarding a possible cash offer

 

FCM

First Class Metals (#FCM) – placing raising just £0.603m at 6p per share

 

TRB

Tribal (#TRB) – adjourns recommended offer Court and General Meetings to 11th December, continues to recommend that shareholders vote in favour

 

RM

RM (#RM.) – to close loss-making Consortium education resources and supplies business

 

IKA

Ilika (#IKA) – H1 increased grant funding not expected in H2, cash down to £13.2m

 

RUA

#RUA Life Sciences – H1 “disruption in the timings of shipping orders”, argues is now recovering

 

TRAK

Trakm8 (#TRAK) – H1 swing to small profit, net bank debt still £5.6m

 

TM17

Team17 (#TM17) – profit warning, noting Games Label business challenges

 

MTC

Mothercare (#MTC) – H1 adj. PBT edged up to £1.8m, though net debt up to £15.8m

 

LGEN

Legal & General (#LGEN) – agrees “UK's largest single buy-in by premium size”, a £4.8bn buy-in of Boots pension scheme

Thursday »

MIRI

Mirriad Advertising – “pleased to announce” new CFO and broker. I wonder what they’ll be swiftly tasked with?…

 

Bearcast

Tom Winnifrith Bearcast: two minor triumphs but trouble at Wrexham Police station

 

MOTR

Motorpoint – interims, how ‘well positioned’ for the second half of its year is it?…

 

PETS

Pets at Home looks cheap and interim results next week should show that it is on track for further growth and with another buyback to come - BUY

 

NGHT

Letter to AIM Regulation: Nightcap and a breach of AIM Rule 11

 

GELN

Gelion – “Result of Retail Offer”, it won’t be funding its losses as much as hoped!

 

WCAT

Letter to the FCA: Wildcat Petroleum & Lying

 

NGHT

Nightcap: Dire results, a lack of profits warning, breaching AIM Rules, the cash crisis and boardroom greed

 

PZC

PZ Cussons shares remain a buy for me (even if Imperial Leather products are not on my Christmas list)

 

WCAT

BREAKING: Did the FCA tell Mandhir Singh of Wildcat to admit he was lying?

 

TM1

Technology Minerals (#TM1) – “trenching to commence at Leinster Lithium project” RNS Reach attempted ramptastic

 

SONG

Hipgnosis Songs Fund (#SONG) – to appoint advisers “to conduct due diligence on the company's assets”, and notes court proceedings

 

NGHT

Nightcap (#NGHT) – FY loss (natch), net borrowings up to £6.7m

 

MBH

Michelmersh Brick (#MBH) – trading “in line with market expectations”, helped by its opening order book

 

MACF

Macfarlane (#MACF) – expects FY adj. PBT “ahead of last year and in line with its full year expectations” despite revenue currently -2% YoY

 

VLX

Volex (#VLX) – H1 adj. EPS up to $0.149, DPS to 1.4p, confident to meet FY market expectations

 

PZC

PZ Cussons (#PZC) – trading “in line with expectations”, expects revenue growth and operating margin to improve in H2

 

JET2

#JET2 – H1 EPS up to 231p, DPS to 4p, currently “on track” to meet FY guidance

 

MOTR

Motorpoint (#MOTR) – H1 swing to loss and “rapid fall in used car values since the period end”

 

MTO

Mitie (#MTO) – H1 adj. EPS up to 5p, DPS to 1p, “remains on track to deliver recently raised guidance”

Wednesday »

AURR

Aurrigo International – further agreement with IAG. An “important milestone” or a highly conveniently-timed, attempted ramptastic, announcement?…

 

Bearcast

Tom Winnifrith Bearcast: Wildcat boss Mandhir Singh and his spamming surely the FCA needs to investigate

 

VCP

Victoria: jumping rats, dire numbers, that looming margin call for Geoff Wilding could this be a zero?

 

PHC

Plant Health Care – trading warning, though argues ‘well positioned’ for growth in 2024 and beyond. How ‘well’ really though?…

 

IES

Invinity: clearly there is something wrong: time for Andrew Monk to apologise and ‘fess up, clearly it is bailout placing ahoy

 

JMAT

Johnson Matthey continues to be excited about fully circular solutions in the world of PGMs and more

 

TM1

EXPLOSIVE: Technology Minerals an academic writes…

 

PEBB

Pebble Group – profit warning, though it reckons “look forward to returning the group to growth in 2024”. Really?

 

AAU

Ariana – Drilling In Zim: Peter Lynch Eat Your Heart Out!

 

DPLM

This Techno Wizard should Get a Diploma for Impressive Results

 

SGZ

Scotgold Resources (#SGZ) – “planned appointment of administrators”, as warned by @tomwinnifrith

 

RIO

#RIO Tinto – penalties settlement with US SEC re. disclosure of the impairment of Rio Tinto Coal Mozambique

 

VCP

Victoria (#VCP) – non-executive director Zachary Sternberg leaving “today… in order to rebalance his time commitments”

 

VCP

Victoria (#VCP) – H1 loss and net debt to £670.6m, notes “softer market demand”

 

PEBB

Pebble Group (#PEBB) – profit warning “due to lower order intake at Brand Addition” promotional products business

 

SDY

Speedy Hire (#SDY) – H1 adj. EPS down to 0.98p, DPS maintained at 0.80p, expects FY “towards the lower end of the board's expectations”

 

KGF

Kingfisher (#KGF) – Q3 LFL sales -3.9% YoY, “full year adjusted PBT guidance lowered to c.£560m”

 

BREE

Breedon (#BREE) – “pricing and operational excellence more than offset the effect of moderating volumes”, but revenue growth slowing

 

CRH

#CRH – agreement to divest its lime operations in Europe for a total of c.$1.1bn to SigmaRoc (#SRC)

 

SN

Smith & Nephew (#SN.) – agreement to acquire novel knee cartilage regeneration developer CartiHeal for $180m and up to a further contingent $150m

Tuesday »

TM1

Technology Minerals the shareholders are getting restless as more red flags emerge, RNS needed, CEO must "be resigned"

 

Bearcast

Tom Winnifrith Bearcast: what can we all learn from the Empresaria profits warning?

 

SBTX

SkinBioTherapeutics – placing and “retail offer”… and CEO Stuart Ashman talking absolute rubbish, shares still a BUY

 

ECK

Eckoh – I having previously questioned how “confident” to really be in its outlook, how are its interims?…

 

TERN

Tern – a dismal and deeply unimpressive pre placing attempted ramp

 

GoldfishShark

Video: When the FOMO Comes Rushing Into Commodities

 

RTOP

RegTech Open Project – why its incoming CFO should provide a trading update

 

EMR

Empresaria – notes expected full year adjusted profit before tax, but not that it’s a significant further downgrade…

 

CWK

Even for a pescatarian, Cranswick and its world of selected meat opportunities remains a buy

 

Crime-Scene

Tingo files Q3 numbers with SEC – doubt the caveats will wash or save Chris Cleverly from jail time

 

Fake_News

The BBC sniffs out racism in 1350 England: Black women more likely to die of the plague than anyone else is #fakehistory and here's why - Tom Winnifrith

 

TERN

#TERN – attempted ramptastic “Company and Portfolio Update” and on CEO Al Sisto’s non-board role

 

EMR

Empresaria (#EMR) – warns with “clients deferring hiring decisions and/or start dates”

 

AO

AO World (#AO.) – H1 swing to £9.4m profit, argues “continue to optimise for profit outturn”

 

AVON

#AVON Protection – FY adj. EPS down to $0.403, DPS to $0.296, expects current year H2 weighting

 

TRI

Trifast (#TRI) – H1 adj. EPS down to 2.18p, DPS down to 0.60p, notes current macroeconomic pressures

 

SFR

Severfield (#SFR) – H1 adj. EPS +7% to 3.5p, DPS +8% to 1.4p, expects FY in line with expectations

 

KGH

Knights Group (#KGH) – H1 “in line with the board's expectations”, notes “return to low single-digit organic growth”

 

TEP

Telecom Plus (#TEP) – H1 adj. EPS +14% to 38.8p, DPS +6% to 36p, FY “confident in meeting expectations”

 

CWK

Cranswick (#CWK) – H1 adj. EPS +14% to 112.2p, DPS +10% to 22.7p, expects FY “at the upper end of current market consensus”

 

CRH

#CRH – Q3 update “raising guidance” and agreement to acquire materials assets in Texas for $2.1bn

Monday »

Father Christmas

Woodlarks Christmas Grotto target reached & beaten – many thanks indeed

 

Bearcast

Tom Winnifrith Bearcast: No I am not supporting team cancer

 

VSVS

Vesuvius – confident will meet 2023 expectations, for income and growth BUY

 

THRU

Thruvision – interims, ‘a robust base from which the group can profitably grow’?

 

IKA

Ilika – argues “Key Technology Development Milestone”, how’s ‘key’ cash burn going?

 

NGHT

NightCap: tick tock, tick tock

 

MMAG

MusicMagpie – bid approaches or an admission of debt crisis?

 

HE1

Helium One is unable to declare a drilling discovery and I have to wonder if it has enough funds for the next drill - avoid

 

VLS

Velocys – “possible offer” but, with it cash crunch ahoy here in the current funding environment, what about price?…

 

AHT

You can guess what Ashtead says next after observing “despite robust end markets…”!

 

Malcolm-On-Motorcycle

You Need to Follow your Own Mind On which Shares might Rocket, But here Are My Chosen Few

 

Bear

Photo article from the Welsh Hovel: the cats save Big Bear from the Charity shop Tom Winnifrith

 

Tom

Photo Article from the Welsh Hovel: the 1st Earl of Abingdon, a mystery solved, it really is him! He is my 10 Great Grandpa! Tom Winnifrith

 

MMAG

musicMagpie (#MMAG) – “very early stage” possible offer discussions with both BT Group (#BT.A) and Aurelius Group

 

VLS

Velocys (#VLS) – received a “non-binding indicative all-cash offer” at 0.25p per share, “continues to explore its options”

 

LSEG

London Stock Exchange (#LSEG) – appointment of Michel-Alain Proch, currently CFO of Publicis Groupe, as CFO

 

BEG

Begbies Traynor (#BEG) – notes H1 growth, “confident of delivering market expectations for the full year”

 

POLR

Polar Capital (#POLR) – H1 adj. EPS down to 17.3p, DPS of 14p maintained, notes net outflows

 

MCB

McBride (#MCB) – “continued to trade ahead of our expectations”, noting “continuing consumer shift to value”

 

AHT

Ashtead (#AHT) – trading impacted by lower levels of emergency response activity and writers' and actors' strikes

 

CPG

Compass (#CPG) – FY adj. EPS up to 86.1p, DPS up to 43.1p, expects “mid to high single-digit organic revenue growth and ongoing margin progression”

 

CER

Cerillion (#CER) – FY adj. EPS +31% to 46.2p, DPS +24% to 11.3p, confident about growth prospects

 

KITW

Kitwave (#KITW) – acquisition of WLG trading as Wilds of Oldham, a composite drinks wholesaler

Sunday »

AVCT

I've just received this tweet - any guesses why this Avacta owning moron has zero followers

 

Bearcast

Tom Winnifrith Bearcast: Boris Johnson being a dishonest knob, tax and back to Skinbiotherapeutics

 

Professor

Visual Aid: The Most Innovative Countries in the World in 2023

 

Quiz

The ShareProphets Sunday Pub Quiz #215

 

Professor

Sunday Long Reads: Russell Brand, Lifts, US General Mark Milley, Justin Trudeau

 

Top-10

Notes from Underground – Most read articles for the week ending 18 November

 

Father Christmas

Tom Winnifrith's Annual Woodlarks Christmas Grotto Appeal – please can you spare a fiver for an amazing cause: we are 81% there after 3 days

Saturday »

Gold

The View From The Montana Log-Cabin As Gold Bounces (As Predicted)

 

ICON

Iconic Labs – Toxic Dave extracts at least another £10,000 in cash

 

CGS

Castings – interims, further ‘ahead of market expectations’ value

 

TMOR

BREAKING: Disgraced Rod McIllree spaffs more cash at More Acquisitions – Winnileaks special

 

RNO

Renold – interims, “increasingly confident” of full-year ahead of expectations

 

Father Christmas

Fizzing Facts and Ripping Rumours Are Assailing the Share World. Here's what You might Buy or Sell.

Friday »

GHT

Gresham Technologies – to exit IT contracting services after customer “consultation… and in line with the group's strategy”. Or is it?…

 

Bearcast

Tom Winnifrith Bearcast - is Verditek going bust? Mr. Market thinks so and so do I

 

RRR

UPDFATED: Has Andrew Bell’s Red Rock used fake photos to support its claims? He says no

 

TM1

Technology Minerals, the Chris Cleverly backed POS and a warrant extension that stinks

 

Bearcast

Tom Winnifrith Bonus Bearcast: I am angry about the Skinbiotherapeutics placing, I am furious with greedy Stuart Ashman but am going in for open offer

 

LPA

LPA Group – “year-end trading update”: BUY

 

VLRM

Valereum another body blow in Gibraltar, just shut this POS down

 

BRBY

Should my pension fund get all chavtastic and buy Burberry shares again? YES!

 

BILN

Billington – trading ‘ahead of market expectations’, looks further share price upside ahead

 

Crime-Scene

The fraud Tingo - I'm expecting a payout by Christmas

 

CHLL

Chill Brands (#CHLL) – “Sale of Vapes to Leading UK Distributor” RNS Reach attempted ramptastic

 

MARS

Marston's (#MARS) – CEO “Andrew Andrea has agreed with the board that he will step down”, appointment of Justin Platt as CEO

 

REC

Record (#REC) – CEO Leslie Hill to “retire”, Jan Witte, CEO of company’s two regulated subsidiaries, to become CEO

 

REC

Record (#REC) – H1 EPS down to 2.48p, DPS +5% to 2.15p, notes delays in new product launches and high inflation impact

 

GHT

Gresham Technologies (#GHT) – expects FY “in-line with market expectations”, to exit IT contracting services business

 

FRP

FRP Advisory (#FRP) – notes H1 growth, current activity levels suggest “at least achieving full year expectations”

 

SBTX

SkinBioTherapeutics (#SBTX) – “pleased to announce” (it shouldn’t be) that 19p per share placing has raised £3 million

 

RGD

Real Good Food (#RGD) – £0.8m sale of Rainbow Dust Colours, though still “cash constraints” and “exploring all possible options”

 

AFC

#AFC Energy – agreement to purchase mobile hydrogen storage and distribution assets from Octopus Energy for “undisclosed sum”

 

HILS

Hill & Smith (#HILS) – acquisition of infrastructure systems company United Fiberglass of America Inc for $14m

Thursday »

AMTE

AMTE Power – bailout funding agreements… but “conditional” and for how long?…

 

RRR

Andrew Bell: don't be an idiot!

 

Bearcast

Tom Winnifrith Bearcast: How do you fancy coming to Ethiopia? said 'arry Adams

 

MRK

Marks Electrical Group – argues “strong first half trading period”, er what about the profit and forecast falls?!

 

D4T4

D4t4 Solutions – now again a BUY!

 

COPL

Canadian Overseas forgive my delay, it is still going bust!

 

CPC

City Pub Group – “pleased to announce” recommended offer, but about that stated “premium”…

 

HZM

Horizonte Minerals, Sasha Sethi at Flowcomms and the question of insider dealing

 

AMGO

Amigo – some bears are on the pitch, they think it’s all over…

 

HOTC

What a premium! Mars makes an agreed cash offer for Hotel Chocolat...

 

Angel

Photo Article from the Welsh Hovel - Happy 3rd Birthday Jaya Tom Winnifrith

 

AMGO

Amigo (#AMGO) – proposed reverse takeover transaction terminated, currently continues wind-down which will mean no value for shareholders

 

HOTC

Hotel Chocolat (#HOTC) – recommended 375p per share offer from Mars, Inc.

 

CPC

City Pub Group (#CPC) – recommended cash and shares 145p per share implied value offer from Young & Co's (#YNGA)

 

CBX

Cellular Goods (#CBX) – “open shipping to 4 more EU markets”, more attempted ramptastic

 

BRBY

Burberry (#BRBY) – H1 adj. EPS -5%, DPS +11%, currently set for FY adj. profit “towards the lower end of the current consensus range”

 

IDS

International Distributions Services (#IDS) – H1 increased even adj. loss, argues Universal Service “need for reform is urgent”

 

SPX

Spirax-Sarco Engineering (#SPX) – anticipates FY at “lower end of current market estimates” in “subdued trading environment”

 

TYMN

Tyman (#TYMN) – 10 month LFL revenue -10% YoY, notes “challenging market conditions”

 

CRST

Crest Nicholson (#CRST) – notes continued housing market weakness and is reducing overheads

 

CMCX

CMC Markets (#CMCX) – H1 net operating income -20% YoY, DPS reduced to 1p, notes “subdued market conditions”

Wednesday »

Tom

Tom Winnifrith Video ShareShow No 34 - Ed McDermott of Seed Innovations and a lot of macro musings from myself

 

Clown

Defamatory Bulletin Board Moron of the Week Contest

 

Bearcast

Tom Winnifrith Bearcast - Jaya 3 tomorrow, tonight is a cooking night

 

AMTE

AMTE Power – “Financing Update”, bad news travelling slowly?…

 

PHE

Powerhouse Energy – another one walks the plank

 

WHLP

Today’s ouzo moment at Sheriff Towers – Wheelsure to delist, the gig is up

 

VRCI

Verici Dx – “Commercialisation agreement with Thermo Fisher”, but still what about that cash burn?

 

CHLL

Cellular goods launches on Chill.com – you just could not make this up

 

TNT

BREAKING: Tintra – evidence that the Tintra Acquisitions disposal was a sham transaction, will the FCA act?

 

SSE

I guess the average actuary is loving today’s SSE numbers…

 

AURR

Aurrigo International – AIM Awards 2023 “Best Newcomer”…so little over a month after that bean-feast, a proposed bailout equity raise (natch!)

 

SBTX

Skinbiotherapeutics is there a placing underway – response from Stuart Ashman

 

AUTO

The Wheels on the Car Go Round, Round, Round and this Rattling Good Mover Makes the Most of it

 

ALL

Atlantic Lithium (#ALL) – notes 33p per share “conditional and non-binding offer” rejected

 

PHE

Powerhouse Energy (#PHE) – Chairman Tony Gardner-Hillman to resign

 

COPL

Canadian Overseas Petroleum (#COPL) – Q3 results, further loss and cash burn (natch)

 

CBX

Cellular Goods (#CBX) – attempted ramptastic “products to launch on Chill.com” of Chill Brands (#CHLL)

 

FSTA

Fuller, Smith & Turner (#FSTA) – H1 adj. EPS up to 17.16p, DPS to 6.63p, Christmas bookings currently 11% ahead of last year

 

SYNT

Synthomer (#SYNT) – current year “risk of modest further slowdown in activity in certain base chemicals areas”

 

GEN

Genuit (#GEN) – “strong strategic progress”, expects FY adj. Op profit “marginally above market expectations”

 

EXPN

Experian (#EXPN) – H1 adj. EPS +8% to $0.704, DPS +6% to $0.18, retains FY growth expectations

 

SSE

#SSE – H1 adj. EPS -11% YoY to 37p, DPS 20p, FY “reaffirming guidance”

 

CPI

Capita (#CPI) – completes sale of travel and events businesses for expected cash proceeds of £17m

Tuesday »

Bearcast

Tom Winnifrith Bearcast: Yet again its another win for me and another defeat for crooked Chris Cleverly

 

DOCS

Dr. Martens – a “delighted to appoint” new CFO. Good luck to him…

 

SCE

Surface Transforms – following “trading update” noting further technical problems, as predicted here it’s another discounted equity fundraise!

 

VCP

BREAKING: Why no RNS from Victoria as its credit rating downgraded?

 

Crime-Scene

BREAKING: SEC suspends Tingo, the billion dollar fraud created by Home Secretary James Cleverly’s cousin Chris

 

HZM

Horizonte admits it could run out of cash before Christmas – Evil Banksta was right ( again)

 

BYOT

Byotrol – RNS Reach ‘system launch’ announcement, attempted ramptastic to distract from “trading update”?

 

Crime-Scene

Tingo’s FD walks a day before the next fake numbers – blames the Israel/Hamas war, I kid you not.

 

INSP

Inspirit – More Piles Of Confetti, Massive Discount And A Rule Breach

 

EUA

BREAKING: Another day and Eurasia Mining is in Court yet again!

 

Tom

Tom Winnifrith Podcast: I'm still no Putin apologist, but I was right all along, you were lied to and Ukraine is losing its war with Russia

 

RBD

Reabold Resources (#RBD) – argues “purported” General Meeting requisition notice “contains several material deficiencies” and is not valid

 

ADME

ADM Energy (#ADME) – “financing update and debt and asset restructuring”

 

INSP

Inspirit Energy (#INSP) – just £0.2m placing at 0.01p per share

 

ARB

Argo Blockchain (#ARB) – Q3 results, $9.9m loss, net debt (natch) and even gross cash down to just $8m

 

AYM

Anglesey Mining (#AYM) – Finance Director Danesh Varma “to step down… effective immediately”

 

DOCS

Dr. Martens (#DOCS) – Giles Wilson appointed CFO, good luck chap!

 

G4M

Gear4music (#G4M) – H1 increased loss, “moderating” FY revenue expectation

 

CBOX

Cake Box (#CBOX) – H1 EPS up to 4.45p, DPS to 2.90p, “on track” for FY

 

DPP

DP Poland (#DPP) – “trading update” emphasises sales growth, though cash down to £2.4m

 

GFTU

Grafton (#GFTU) – recent “slightly softer than anticipated market conditions”, profit “on track” with cost measures

Monday »

Bearcast

Tom Winnifrith Bearcast: that email I received must be an April Fool and Ouzo man's new short idea is a very good one

 

WG

Wood Group – positive Q3 update, remains a trading recovery Buy

 

SED

Saietta – just the time for a ramptastic “Secures Major eDrive Order” announcement?…

 

FDM

FDM Group – “trading statement”, why does it not provide any financial guidance of ‘lower than anticipated’ assigned consultants impact I wonder?!…

 

CBX

Cellular goods another total spoof release – it will be bankrupt well before St Valentine's day unless there is a placing

 

AMTE

AMTE Power – prime ‘no one watching o’clock’ “Financing Update” announcement. Anything to do with that ‘All The Money’s (very nearly) Gone’?!

 

ICON

Iconic Labs – toxic Dave Sefton starts offloading his convertible loan note debt

 

AAU

Ariana – Asgard Update

 

BLND

I might apparently live in its Golden Triangle, but I am also happy to keep on avoiding British Land shares

 

LLOY

I'm Still Banking on the Black Horse – it may not stay in the stalls much longer

 

Tom

Sacking Suella Braverman – electoral suicide and caving to the mob: Tom Winnifrith

 

ATYM

Atalaya Mining (#ATYM) – another intending to leave AIM casino, to apply to Main Market to enhance corporate profile and investor appeal

 

ZEG

Zegona Communications (#ZEG) – “results of placing”, set to launch up to €8m PrimaryBid offer later today

 

CBX

Cellular Goods (#CBX) – “King Tide Carbon produce kelp-derived biochar” attempted ramptastic

 

GRL

Goldstone Resources (#GRL) – secured gold loan due for repayment, attempting to renegotiate the repayment terms

 

FRG

Firering Strategic Minerals (#FRG) – appointment of Shard Capital as joint broker with immediate effect. Hmmm

 

CNS

Corero Network Security (#CNS) – Jens Montanana to return to Non-Exec Chairman as Carl Herberger appointed CEO Designate, good luck chap!

 

CARR

Carr's (#CARR) – management changes including CFO David White to be appointed CEO. Peter Page, CEO, to leave this week

 

FDM

#FDM Group – trading warning with clients delaying and deferring decisions

 

BA

BAE Systems (#BA.) – trading in line with H1 results-issued upgraded guidance, order flow “remains strong”

 

MIDW

Midwich (#MIDW) – agreement to acquire audio and technical products distributor prodyTel Distribution for up to €22.1m

Sunday »

HARL

Harland & Wolff: there is NO positive scenario for shareholders

 

Gold

The View From The Montana Log-Cabin As Gold Retreats

 

Professor

Sunday Long Reads: Space ethics, Tips to take over Taiwan, Japanese Kit Kats, Secret War, Serious Literature

 

GST

GS Technologies has risen a crazy amount on some very dodgy looking figures for its GS20 crypto exchange - sell

 

GetAFix

Visual Aid: All the World’s Carbon Emissions by Country

 

BLVN

Bowleven – Squeaky Bum Time

 

Quiz

The ShareProphets Sunday Pub Quiz #214

 

Top-10

Notes from Underground – Most read articles for the week ending 11 November

Saturday »

GoldfishShark

Video: 2024-25 Will Bring Recession, Unrest, Along With Higher Precious Metals Prices

 

Bear

Two US Shorts and one is a zero

 

SDI

SDI Group – “pleased to announce” acquisition, but 20% little more than one week offer-to-bid gains to be banked...

 

MIN

Minoan – General Meeting And Update

 

MTW

Mattioli Woods – AGM trading update, a recovery (and income) Buy

 

Shares Stick Again, but There Are Increasing Signs my Rosy Predictions Might Come True.

 

Tom

Proof that Suella Braverman was 100% correct - some of the hate crimes NOT dealt with by the Police today on the #PalestineMarch: Tom Winnifrith

Friday »

IQE

IQE – CEO shares purchase, how significant?…

 

Bearcast

Tom Winnifrith Bearcast: Alison Rose is still a greedy pig, chatting to O'Hara & more

 

PYC

Physiomics – grant award it considers “a testimony to the innovative culture of our company”. Is it really though?…

 

HARL

Harland & Woolf – deeply discounted, keep the lights on, placing imminent? Tim Kempster

 

JLP

Jubilee Metals – “Q1 Operational Report”, still a growth roll-out Buy

 

TM1

Technology Minerals – now about that legal action over the unpaid £391,000

 

VLX

Volex – “well positioned to achieve full-year results in line with market expectations” and there remains value...

 

SBRY

J Sainsbury – interims note continuing “strong trading momentum”, a 300p+ share price realistic...

 

DGE

Why are Diageo’s shares down 10% today?

 

Photo article : Gary catches a whopper

 

AGFX

Argentex (#AGFX) – now expects FY around same levels as prior year and “below current market forecasts”

 

NEO

#NEO Energy Metals – additional £0.5m subscription at 1.25p per share

 

ENET

Ethernity Networks (#ENET) – shares issuance “settlement deed” with 5G Innovation Leaders Fund

 

TUN

Tungsten West (#TUN) – appointment of Alistair Stobie as CFO; good luck!

 

MIN

Minoan (#MIN) – notes discussions on an updated project agreement and third parties taking “meaningful interests” in the project

 

W7L

Warpaint London (#W7L) – “strong trading has continued”, now expects FY “ahead of market expectations”

 

DGE

Diageo (#DGE) – warns, “due to a materially weaker performance outlook in Latin America and Caribbean”

 

RDW

Redrow (#RDW) – 18 weeks net private reservations value -25% YoY, already expects FY towards the lower end of guidance range

 

GFRD

Galliford Try (#GFRD) – “performing well… encouraged by the momentum in the first half of the year”

 

CHG

Chemring (#CHG) – expects FY in line with expectations, notes increasing customer demand

Thursday »

CHLL

Chill Brands – it is what it is NOT saying

 

APTA

Aptamer – full-year results, has bad news again travelled slowly?

 

Bearcast

Tom Winnifrith Bearcast: How many times can the pompous prick Sir Martin Sorrell be allowed to screw it up?

 

FAB

Fusion Antibodies – trading update estimates “cash runway has been maintained”. Has it really though?!…

 

RBD

Reabold Resources – Sack the board GM really is Hobson’s Choice

 

WRKS

TheWorks.co.uk plc – notes “sales growth” and medium and long-term “potential”…though what about the bottom-line currently?!

 

NGHT

NightCap – more bad news but where is the dog's real bark?

 

WG

I still am a fan of Wood Group shares

 

RENE

ReNeuron – Interims And Going Concern Issue: SELL

 

Boom

October AIM statistics – another disaster and a £40 billion question

 

Tom

Photo article: New Book by Tom Winnifrith Published

 

NGHT

Nightcap (#NGHT) – “completed the process of assigning the Dirty Martini leases”. Er, what about current trading?

 

CHLL

Chill Brands (#CHLL) – “products to launch on leading UK wholesale website” Vape Local attempted ramptastic

 

SMWH

WH Smith (#SMWH) – FY EPS up to 60.8p, DPS to 28.9p, “strong start to the new financial year”

 

DOM

Domino's Pizza (#DOM) – Q3 adj. LFL system sales +3.7%, maintains FY adj. EBITDA guidance

 

SFOR

S4 Capital (#SFOR) – Q3 LFL net revenue -10%, FY warning

 

AUTO

#AUTO Trader – H1 adj. EPS +2%, DPS +14%, notes FY confidence

 

TW

Taylor Wimpey (#TW.) – half-year adj. net private sales rate down to 0.48, emphasises “focus on optimising price and sharp cost discipline”

 

WRKS

TheWorks.co.uk (#WRKS) – H1 LFL sales +1.6%, reduces FY adj. EBITDA guidance

 

BME

B&M (#BME) – H1 adj. EPS +8%, DPS +2%, increases FY adj. EBITDA guidance

 

GFRD

Galliford Try (#GFRD) – acquisition of water and energy sectors contractor AVRS Systems for initial £4.5m and total up to £7m

Wednesday »

Tom

November 6 UPDATE: Sharestock 2024 it's 7th September & another speaker joins Jim, Chef Vijay, 12 Welshmen & me

 

SDRY

Superdry – shareholder approval for South Asian IP disposal, but how much is this really set to help a “turnaround plan”?

 

Bearcast

Tom Winnifrith Bearcast: A new book by Tom Winnifrith out today

 

Clown_Funeral

Has Justin the Clown's Vox markets gone bust yet? Annual results suggest its only a matter of time

 

TMO

Time Out Group – full-year results emphasise “well positioned for sustained growth”. Is it though?…

 

EAAS

eEnergy – announces “short period of exclusivity” for potential division sale, so why also an equity raise then?

 

MKS

M&S is at a year-to-date high, whilst ITV is at a year-to-date low!

 

TERN

Tern – Won't/Can't fund Konektio Investment so is 75% diluted

 

VRS

Versarien – bailout placing at just 0.275p – remember when the shares were 200p?

 

BARK

Barkby – “Practical completion” Of Roadside Asset, But It Is Still Technically Insolvent!

 

CNA

Tell 'Em Sid likes the Look of this Central Heating Giant

 

SGZ

Scotgold Resources (#SGZ) – major secured creditor of subsidiary, Nat le Roux, resigns from board “with immediate effect”

 

TMOR

More Acquisitions (#TMOR) – irrevocable undertakings on 51.45% of shares to vote against requisitioned General Meeting resolutions

 

CBX

Cellular Goods (#CBX) – “product in Jamie Greenberg Swag Bag” attempted ramptastic

 

VRS

Versarien (#VRS) – £0.45m placing at 0.275p per share, admits only sufficient “ahead of any funds received from asset sales”. Good luck then!

 

TERN

#TERN – “decided not to invest further in its portfolio company, InVMA… given the business performance”!

 

EAAS

eEnergy (#EAAS) – £1.75m subscription at 5p per share from a supplier Luceco (#LUCE), potential sale “period of exclusivity” for Energy Management division

 

JDW

J D Wetherspoon (#JDW) – 14 weeks to 5th Nov LFL sales +9.5% YoY, currently expects FY “in line with market expectations”

 

MKS

Marks & Spencer (#MKS) – H1 adj. EPS up to 12.7p, restored DPS of 1p, “trading momentum has been maintained through October”

 

ITV

#ITV – notes Studios and digital revenues offsetting decline in linear advertising

 

BEG

Begbies Traynor (#BEG) – acquisition of chartered surveyor business Andrew Forbes Limited for up to £1m

Tuesday »

SHG

Shanta Gold – “drilling update” from “exciting” West Kenya project, Buy

 

CLCO

CloudCoCo – “year end trading update” attempts to reassure… but just stating “a key priority” doesn’t mean it will be achieved…

 

VAST

Debating with 2, now blocked, impoverished morons on twitter

 

Bearcast

Tom Winnifrith Bearcast: Ben's Creek pregnant with a profits warning and a financing crisis

 

MIRI

Mirriad Advertising – “signs agreement with top ten US network”, but how are its agreements going for it so far?…

 

Boom

#BoycottWebsummit unless you hate free speech and love Hamas butchering Jews & PR car crashes

 

ACT

Actual Experience plc – from a claimed “'need to have' for IT and Operations leaders alike” to administration in less than four months! (as I warned)

 

SGZ

BREAKING: Yet More ouzo for the Sheriff! The Fat Lady is heading to Jockland for a gig at Scotgold

 

3IN

It is so much smarter to buy 3i Infrastructure shares than boring old bonds

 

WINE

Naked Wines – CEO walks the plank after yet another lack of profits and cash warning: Told y’all

 

COPL

Canadian Overseas Petroleum (#COPL) – after just 19 months Robert Chenery “has stepped down”, appointment of Atul Gupta

 

ACT

Actual Experience (#ACT) – failure to secure funding and is to appoint administrators, shares suspended

 

RTN

Restaurant Group (#RTN) – owner of Pizza Express does not intend to make an offer “due to market conditions”

 

XPP

XP Power (#XPP) – raises £45.4m at 1150p per share including via PrimaryBid

 

LUCE

Luceco (#LUCE) – Q3 revenue +8.3% YoY, though UK “seeing some impact of reduced demand in certain of our end markets”

 

FOUR

4imprint (#FOUR) – now expects FY PBT “not less than $130m (previously $125m)”, though recent weeks “some evidence of softening demand patterns”

 

WINE

Naked Wines (#WINE) – weaker US trading profit warning, CEO Nick Devlin “immediately standing down”

 

WOSG

Watches of Switzerland (#WOSG) – Q2 revenue +1% YoY, currently maintains FY guidance

 

PSN

Persimmon (#PSN) – Q3 net private sales per outlet -24% YoY, notes market conditions “highly uncertain”

 

FOXT

Foxtons (#FOXT) – acquisition of London lettings-focused estate agent Ludlow Thompson for £8.5m and £1.5m deferred consideration

Monday »

NGHT

Sarah Willingham's NightCap – silence is violence ( for the share price)

 

STG

Strip Tinning – “New Glazing Sales Nomination”, how “well-placed” to convert its ‘nominations’ pipeline?…

 

APTA

Aptamer – argues ‘inspiring’ progress made, has it been?…

 

Bearcast

Tom Winnifrith Bearcast: Eurasia, Boohoo, Vast and Verditek - all very possible zeros but when?

 

LOOP

LoopUp – “exiting Hybridium” business due to its “earlier stage”. Er, but I thought it was “primed for material commercial growth” over two years ago now?!

 

TNT

Tintra – market unconvinced by tender offer & delisting: this whole thing stinks

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