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Sunday Long Reads: Mont Blanc, Putin’s Chef, Commercial Landlords Panicking, J Edgar Hoover
Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?
- By Darren Atwater |
- 23 July 2023, 11:56 |
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Having a think about markets whilst having my now and again coffee at Dunelm
I have become a bit of a fan over the last year or so of Dunelm (DNLM). Sadly - despite my alleged investment knowledge and capability - I failed to buy the shares a year or so ago and hence missed out on an approximately 30% share price rise (and a 3.5% odd dividend yield), but I have at least learnt that the company offers an excellent coffee shop location.- By Chris Bailey of Financial Orbit |
- 23 July 2023, 11:55 |
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The ShareProphets Sunday Pub Quiz #198
It's time for the ShareProphets Sunday Pub Quiz.. There are no prizes! And remember, no Googling!
- By Darren Atwater |
- 23 July 2023, 10:03 |
Visual Aid: The Top Economies in the World (1980‒2075)
According to a recent report from Goldman Sachs, the balance of global economic power is projected to shift dramatically in the coming decades. It doesn’t bode well for the United Kingdom,
- By Darren Atwater |
- 23 July 2023, 10:03 |
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The View From The Montana Log-Cabin As Gold Tries To Push Higher
Gold closed the week at $1961 – up $7 on last week’s $1954, but after having peaked at over $1980 before slipping back a little. Will it have another go at getting back over $2,000 imminently? Who knows?! But from where I sit, the pressure seems to be building.- By Nigel Somerville |
- 23 July 2023, 10:02 |
Notes from Underground – Most read articles for the week ending 22 July
The most read non-Quiz, non-Tom article last week is by Malcolm Stacey, Ceres Takes its Name from the God of Fertility and Might Soon Give Birth to a Healthier Share Price, at No 16 or No 23 including Bearcasts.
- By Darren Atwater |
- 23 July 2023, 10:00 |
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Tom Winnifrith Bearcast - engaging with a man who clearly has a screw loose, Gary Newman tweets like a dervish
Some folks have learned nothing from the Jeremy Vine incident. Social media is a sewer. Today Gary engaged with an obvious nutter. I discuss.- By Tom Winnifrith |
- 22 July 2023, 21:34 |
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MediaZest Trading Statement – All That Is Wrong With AIM!
AIM-listed MediaZest (MDZ) offered up a trading update on Wednesday. It was, of course, full of good things – or, at least, good things for the unsuspicious – but there was an obvious lack of anything which I would be looking for, such as cash levels or indications of profitability – or lack thereof. It was all that is wrong with AIM.- By Nigel Somerville |
- 22 July 2023, 15:58 |
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XPS Pensions – disposal and “strategic partnership” agreement further boosts shares, but still further upside
Pension consulting and administration group XPS Pensions (XPS) has announced an agreement to sell principal employer and scheme funder of the National Pensions Trust, XPS Pensions (Nexus) Limited, to SEI and for a strategic partnership between the organisations. What’s the detail and what of a current share price response up further to around 190p?- By Tom Winnifrith & Steve Moore |
- 22 July 2023, 09:58 |
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Billington Holdings – likely upcoming trading catalysts to see the shares regain previous highs?...
A most recent, 6th June, announcement from structural steel and construction safety company Billington Holdings (BILN) included that “2023 has started positively… we have a robust business with significant momentum”. However, the shares, having reached above 450p in April, have since fallen back to a 330p offer price. We believe that there are the likely upcoming trading catalysts to see the shares regain those previous highs again.- By HotStockRockets |
- 22 July 2023, 09:56 |
A Load of Things You Probably Don't Know About Ethical Investments.
Hello Share Catchers. This old punter read an fascinating article the other day. It was by Mr Bean...- By Malcolm Stacey |
- 22 July 2023, 09:54 |
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D4t4 Solutions – full-year results, an “improved go-to market approach beginning to deliver”?
Behavioural data technology company D4t4 Solutions (D4T4) has announced results for its year ended 31st March 2023 headlined “Significant ARR growth, improved go-to market approach beginning to deliver”. What of this and a current higher share price response?- By HotStockRockets |
- 21 July 2023, 16:32 |
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DP Poland – “delighted to announce record sales”, but what about inflation and the cash burn?
Previously writing on company with the exclusive rights for Domino's Pizza in Poland and Croatia DP Poland (DPP), last year with the shares just above 6p I concluded new management look to offer hope but the current financials still don’t look good. What’s the situation now, with a trading update for the first half of 2023?
- By Steve Moore |
- 21 July 2023, 16:12 |
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Tom Winnifrith Bearcast: Kefi IS on track, please no more emails today!
In today's Bearcast I discuss Optibiotix (OPTI), Kefi Gold & Copper (KEFI), THG (THG) and Argo Blockchain (ARB).- By Tom Winnifrith |
- 21 July 2023, 15:42 |
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Thruvision – full-year results argue a “breakthrough year”. Er, what about the still forecast current year loss?
Describing itself as a “leading provider of walk-through security technology”, Thruvision Group (THRU) has announced results for its year ended 31st March 2023 emphasising a “breakthrough year, which saw revenues jump by 49%… to £12.4 million” and “a robust base from which we can profitably grow the group”. So what of a current over 6.5% lower share price response to 28.5p?- By Steve Moore |
- 21 July 2023, 14:45 |
Video: Gold and Silver Will be the Only Safe Harbour in Coming Crisis
I have not heard the word "capitulation" for a while. But trader David Brady discusses what capitulation will look like in this environment.- By Tom Winnifrith |
- 21 July 2023, 11:39 |
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Argo Blockchain – can anyone explain the price of its 2026 bonds?
These bonds were issued with an 8.75% coupon at $25 and are due to be redeemed in full in just three years. They are either extraordinarily cheap or the equity is extraordinarily overpriced even after its sub-scale fund raise this week. Let me explain.- By Tom Winnifrith |
- 21 July 2023, 11:30 |
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Tharisa – Q3 update, still a cash-generating value Buy
PGMs and chrome producer from South Africa, Tharisa (THS) has issued an update on the third quarter to end-June of its year, with 'highlights' including “PGM output increased to 37.0 koz (Q2 FY2023: 34.3 koz) with yield maintained and recoveries improving” and “Karo Platinum Project remains on track with major milestones of first concrete pour and pilot mining commenced” currently helping the shares up by more than 7% to 75p. But we consider there is much further upside potential here.- By HotStockRockets |
- 21 July 2023, 10:51 |
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Premier African takes a related party loan from boss George CockRoach who will not risk a cent
Premier African Minerals (PREM) is running on vapours and facing legal action that could well blow it up and as such nobody will give it cash to pay the bills. And so it has no choice but to agree to an "unusual" loan from CEO George (Cock) Roach which will see him risk not a cent? Confused?- By Tom Winnifrith |
- 21 July 2023, 10:50 |
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OptiBiotix Health – SweetBiotix update, product range potentially transformational. Strong Buy
OptiBiotix Health (OPTI) has issued a “SweetBiotix” update announcement, including significant progress in commercial scale production development with final product taste tested and accepted by its US partner. However, what about a more than 60% share price rise in response and now even more?- By HotStockRockets |
- 21 July 2023, 10:09 |