From £6.99 per month
ShareProphets
The one stop source for breaking news, expert analysis, and podcasts on fast-moving AIM and LSE listed shares

MINDING THE LSE’S BUSINESS

Join for as low as £6.99 per month

With ShareProphets’ membership, you receive:

• All premium articles

• Tom Winnifrith’s Bearcast

• Access to all the entire nearly 10 year archive

• ShareProphets Daily Newsletter

Latest News

EBQ
premium content

Ebiquity – trading performance far from reflected in current valuation, BUY

Earlier this month “media investment analysis” company Ebiquity (EBQ) issued a trading update which included “adjusted EBIT is expected to have increased by 31.0% to £12.0 million (2022: £9.2 million), reflecting the impact of cost management and a slightly higher margin business mix” and that it “expect to continue to make further profitable progress this year supported by our transformation programme, continued cost management and our growing Digital Media Solutions business”. We suggest such performance is far from reflected in a 40p per share offer price, £54.5 million market cap, and that the shares are a Buy.
LLOY

Looking for Promising Financial Punts? Here Are 2 'Good Things' as we Doncastrians Used to Say for the St Leger.

Hello Share Finders. It’s been a lucky week for this old goat with my biggest investment rocketing. I told you it could happen, so don't blame me if you weren't aboard. I also want to look at another of my financial babies that’s not doing well, but which could soon catch up. 
  • 23 March 2024, 10:42 |
ACRL
premium content

Accrol – a fitting recommended offer for this bog roll maker on the AIM casino!

Describing itself as “a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK”, Accrol Group (ACRL) is now “pleased to announce” a recommended all-cash offer from Navigator, an “integrated pulp, paper, tissue, packaging and biomass-based energy company, listed on the Euronext Lisbon Stock Exchange, with a market capitalisation of approximately €2.73 billion”. With that and Accrol’s leading UK position with a most recent close below £109 million market cap, a good premium offer then?

Video: The Federal Debt Tsunami is Coming to Crush the Markets this Year

Publisher and analyst David Skarica is a cheery fellow.
  • 22 March 2024, 15:57 |
Bearcast
premium content

Tom Winnifrith Bearcast: The curse of Sir Tony set to strike again next week?

Ahead of a weekend of planting potatoes I discuss Supply@ME Capital (SYME), Westminster Group (WSG) and the curse of vile Sir Tony Baldry, Zephyr Energy (ZPHR), TrakM8 (TRAK) and Technology Minerals (TM1) 
Bearcast
premium content

Tom Winnifrith Bonus Bearcast: Skinbiotherapeutics interims

There were good points. There were bad points. On balance we loyal shareholders should be cheered by this. But this is still nor risk free. I discuss in detail.
TRAK
premium content

Trakm8 warning but it is what it does not say that might turn well known fans to drink

There should be a celebratory ouzo for the perma bear. For thirsty bloggers who used to work in a shop, today’s lack of profits warning from TrakM8 (TRAK) will mean that many sorrows need drowning. What is said is bad enough. What is not said is really frightening. It's the balance sheet stupid!
ZTF

Zotefoams – reports 2023 “record profit alongside significant investment”, BUY

Materials technology company Zotefoams (ZTF) has announced its results for the 2023 calendar year headlined “Record profit alongside significant investment in our ReZorce recyclable packaging solution”.  That sounds like further good news from a current 354p share price.
TGR
premium content

Tirupati: Who do you think you are kidding Mr. spoofer?

Tirupati Graphene (TGR) is drowning in corporate governance red flags as documented HERE and has an urgent, and admitted, need for cash. What’s not to like? And so today there is an RNS, appointment of joint broker. Tirupati’s newly appointed MD explains why CMC Markets, the spread betters, are joining the, under FCA investigation, spivs at Optiva as joint brokers:
BOY
premium content

Bodycote – 2023 results, still confident for further progress value

Describing itself as “the world's leading provider of heat treatment and specialist thermal processing services”, Bodycote (BOY) has announced its results for the 2023 calendar year headlined “Another year of strong growth and margin progression”. That sounds good and what does it suggest ahead for a share price up in response to 647p?
SYME
premium content

BREAKING: The FRAUD Supply@ME Capital: Never in the history of the stockmarket has a company talked such bollocks

Here are the facts. And it is the facts which show why the fraudsters at Supply@ME Capital (SYME) are talking such complete and utter bollocks in today’s RNS. It really is Alice in Wonderland stuff. The FCA should be all over this. Of course it is not as it is not fit for purpose.
Clown
premium content

Caption Contest: Brown Envelope man touting for business in the Carlton Club TODAY edition

Sordid, greedy, unprincipled and not good with numbers. No that is not Zak Mir but the Tory MPs who, like him, frequent the Carlton Club. Our man on the inside snapped Brown Envelope Man in action TODAY: who says we are not on the pulse at the heart of the City?.. Does any reader know which spiv he is touching up for business so that we can all short his shares? If you know, put your answer in the comments section. Otherwise how about supplying a suitable caption in the same place as you consider the unacceptable face of crony capitalism.
XLM
premium content

XLMedia – shares soar on a disposal agreement at an impressive valuation compared to recent share price levels… but that’s not so further out!

XLMedia (XLM) has issued a “Divestment of Europe and Canada assets” announcement headlined “Binding agreement to sell Europe and Canada assets for a total consideration up to $42.5 million”. What of the shares currently more than doubling to 13.75p in response?
Bearcast
premium content

Tom Winnifrith Bearcast: The entitlement of the WASPI women & their virtue signalling supporters is nauseating

I start on the WASPI women with whom I have zero sympathy before heading via fake news at the BBC on chocolate bars to inflation and to the gold price. Then it is on to Centamin (CEY), Amaroq (AMRQ) and Ariana (AAU). I cover Avacta (AVCT) and then Technology Minerals (TM1) where I am celebrating yesterday's expose now vindicated but point out the seriousness of its crimes. Yes I shall be reporting this to the FCA.
CEY
premium content

Centamin – FY23 Results: Boring Is Good.....BUY

This morning saw fully-listed Egyptian Gold miner Centamin (CEY) deliver its results for calendar2023 and they were once again on the money. After the rather more chequered history as the current management got its feet under the desk, a third year delivering on production guidance is great to see.
AVCT
premium content

Avacta: more “news” that proves nothing, valuation is still crackers

Let’s be clear, after the recent £31 million fund raise, with no imminent cash crisis, Avacta (AVCT) is no longer a compelling short at 53p. We perma bears have won, drunk our ouzo and moved on, to the sound of gnashing teeth among impoverished bulletin board poltroons. But when it next starts to run out of cash its shares will collapse. And its valuation, £187 million plus another £40 million when all death spirals are converted looks very chunky indeed for a company whose lead product is not yet in phase 2 trials. Today there is more “news” but it means nothing at all and strikes me as a desperate attempt to keep the shares above the 50p placing price.
CPX
premium content

CAP-XX – states litigation settlement terms ‘do not involve payments considered to be material’. I’d suggest all of its payments are currently material!

Describing itself as “a leader in the design and manufacture of thin, flat supercapacitors and energy management systems”, CAP-XX (CPX) has issued a “Litigation Settlement Agreement with Tesla, Inc”-titled announcement including that the terms “do not involve payments to Tesla that the board of CAP-XX considers to be material to the company”. So what about this and shares in CAP-XX currently approaching 50% higher at 0.275p in response?
LVCG
premium content

Live Company Group – bailed out with some usurious new financing, and for how long?

Live events group Live Company (LVCG) has announced a fundraising including loans totalling £1.77 million from Chairman David Ciclitira convertible at 3p or 6p per share, that “certain creditors have agreed to take, in shares, their outstanding fees totalling £1,252,839.66 at 3p per share” and that now its “existing businesses expected to be funded for this year”, so what of a current shares-restored-to-trading-on-AIM response down over 50% to below 1p?
Subscribe to our newsletter

Daily digest of our latest stories.



Search ShareProphets

Market News

Complete Coverage

Recent Comments

Most Read in the Past Seven Days

That Was the Week that Was

 

ANP

Anpario – a recovery Buy?...

Thursday »

Cat_Fixing_Lightbulb

Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

Time left: 16:13:28