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Sareum: how soon does it go tits up? Is there a discounted placing underway?
Sareum (SAR) is in a very bad place. For starters it is almost out of cash but has declined to say just how close it is to a gig with the Fat Lady. Its silence suggests that it is very close indeed and, if AIM was a properly regulated market, no sniggering at the back please, the company would be forced to come clean.- By Tom Winnifrith, the Sheriff of AIM |
- 18 March 2024, 11:22 |
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Skinbiotherapeutics: a management change but here is another one needed
From Skinbiotherapeutics (SBTX) today comes news of a management change. Sadly it is not one of the three that I had been hoping for.- By Tom Winnifrith |
- 18 March 2024, 10:43 |
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Bowleven – A Rescue Open Offer To Ignore
Having been a fan of AIM-listed Bowleven (BLVN) and having tipped it, it may come as a surprise to those who haven’t followed what is going on to see that I reckon the bailout open offer at just 0.1p is to be ignored. But I fear, on balance, that is the sensible view to take.- By Nigel Somerville |
- 18 March 2024, 08:14 |
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Buy Supermarket Income REIT for growth and an 8% plus yield
Grocery property business with 77% of income from Sainsbury's and Tesco, Supermarket Income REIT (SUPR) has announced its results for its half-year ended 31st December 2023 and that, as interest rates normalise and with the limited supply of omnichannel supermarkets, it is “highly optimistic” for its valuation outlook for the year.- By Tom Winnifrith & Steve Moore |
- 17 March 2024, 16:40 |
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Victoria – The Shrinking Roll Up
When a roll up stops rolling up, usually because it is denied further credit, and starts shrinking it is rarely good news. This is evidently the case with controversial carpet maker Victoria (VCP), about which I written a fair bit in the past and which served up a dire trading statement on Wednesday.- By Lucian Miers |
- 17 March 2024, 16:36 |
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Tom Winnifrith Bearcast: Put me in charge of Ariana Resources and I will eat my cat if the shares have not gained fifty percent in six months
I start with the bubble popping in the ESG investing world with news from Black Rock. Then it is onto how if I replaced Kerim Sener as CEO I'd push Ariana (AAU) shares up by at least 50% within six months.- By Tom Winnifrith |
- 17 March 2024, 12:12 |
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The View From The Montana Log-Cabin As Gold Holds Gains
Gold closed the week at $2,156 – down a shade on the prior week’s $2,179 but holding up nicely. Moreover, Gold stocks have performed well in the wake of the yellow metal’s break higher, as can be seen on the chart below of Gold vs the mining ETFs GDX (majors), GDXJ (juniors) and GOEX (explorers). Long may that continue, as there’s a very long way to go before they too break to new highs.- By Nigel Somerville |
- 17 March 2024, 10:53 |
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The ShareProphets Sunday Pub Quiz #232
It's time for the ShareProphets Sunday Pub Quiz.. There are no prizes! And remember, no Googling!
- By Darren Atwater |
- 17 March 2024, 10:40 |
Visual Aid: The Top Performing Investment Themes of 2023
In many ways, the year was defined by breakthrough announcements in AI and the resurgence of Bitcoin. At the same time, investors looked to nuclear energy ETFs thanks to nuclear’s growing role as a low carbon energy source and the war in Ukraine.
- By Darren Atwater |
- 17 March 2024, 10:38 |
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Sunday Long Reads: Forcasting the Future, ISIS Open Air Prison, Roger Federer, Hustling People, Second Hand Clothes
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 |
- 17 March 2024, 10:37 |
Notes from Underground – Most read articles for the week ending 16 March
Here are the most read articles and the most listened-to Bearcasts over the past seven days. The most read non-Quiz, non-Tom article last week is Nigel Somerville with Tern – Is Another Shoe About To Drop At Wyld As Investors Await Dire Results And Yet Another Cash Crisis? at No 6 or No 14 including Bearcasts.
- By Darren Atwater |
- 17 March 2024, 10:37 |
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Tom Winnifrith Bearcast: the most read non read article here is by revolting workers & does Graham Cooley alter the Cap-XX question
I start with two sporting matters, rugby and yesterday's Varsity match. One a great source of joy and one very much the reverse. Then it is onto NightCap (NGHT) and Cap-XX (CPX).- By Tom Winnifrith |
- 16 March 2024, 19:55 |
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Macfarlane – acquisition to further build protective packaging business, BUY
Packaging design, manufacturing and distribution group Macfarlane (MACF) has announced the acquisition of Allpack Packaging Supplies Limited, emphasising “this earnings-enhancing acquisition further progresses Macfarlane's strategy to build its protective packaging business”. Further good news from a current 131.5p share price?- By Tom Winnifrith & Steve Moore |
- 16 March 2024, 19:25 |
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Nexteq – 2023 “materially improved profitability and cash generation”, but take profits on another winning share tip?
Industrial technology provider Nexteq (NXQ) has announced results for the 2023 calendar year emphasising “materially improved profitability and cash generation through focus on higher margin products” and “dividend of 3.3p per share proposed (2022: 3.0p per share) reflecting confidence in growth and strong cash generation”. What’s the financial detail from a current 153.5p share price?- By HotStockRockets |
- 16 March 2024, 19:24 |
She Sells Shoes at Shoe Zone and the Profits Keep Running Along. (Try Saying the First 6 Words Aloud Twice)
Hello Share Pals. Latest official info shows that shopping in the high street is picking up. And that’s despite the soggy weather we’ve been having. One store that seems to offer good value for shareholders is Shoe Zone (SHOE).
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Vodafone – “Sale of Vodafone Italy and capital return”… and a halved future dividend!
A “Sale of Vodafone Italy and capital return”-titled announcement from Vodafone Group (VOD) today, which describes this as “the final step of the portfolio right-sizing announced in May 2023”, and what about the shares currently over 6.5% higher in response?- By Steve Moore |
- 15 March 2024, 16:15 |
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As per normal, Horizonte’s bad news is saved for nobody is watching O’Clock
When, not if, Horizonte (HZM) shareholders are finally wiped out I bet that the good news is saved until after the market is closed. That is its wont. And thus at 4.40 PM yesterday after most folks had switched off their screens, the company served up another piece of bad news.- By Tom Winnifrith |
- 15 March 2024, 14:58 |
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Richard Poulden: how can you make these claims?
Getting a kick out of financial masochism I am still a shareholder not only in Red Rock Resources (RRR) but also in Richard Poulden’s Wishbone Gold (WSBN). I expect nothing but further pain from both. Whack. Whack. Mistress Red Rock beats me again. Today it is the turn of Domanatrix Wishbone to have a go with a drilling release about its Cottesloe project in the land of High Culture, where two thirds of the population are not descended from convicts.- By Tom Winnifrith |
- 15 March 2024, 14:42 |
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Biome Technologies – “Contract win for Stanelco RF Division”. Er, how tight is the balance sheet position though?
Describing itself as “a leading bioplastics and radio frequency technology business”, Biome Technologies (BIOM) has issued an announcement today commencing that it “is pleased to announce that its RF Technologies division has been awarded a further contract win” and including that “this important order results from the division's ongoing strategy of diversification beyond its traditional strength into new high-value medical market areas”. How “important” does the order look from the valuation from a current 107.5p share price?- By Steve Moore |
- 15 March 2024, 14:30 |
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Tom Winnifrith Bearcast: Come on you 'tabs
This is recorded early as I am off to Cambridge for the Ladies Varsity Football match to cheer on daughter 2. When Darren uploads this is a different matter. I discuss liquidity and a small cap rerate, the laudable career of Michael Carvill at Kenmare (KMR), Chill Brands (CHLL), Zephyr Energy (ZPHR) and, in detail, the shenanigans at Alien Metals (UFO).- By Tom Winnifrith |
- 15 March 2024, 11:52 |