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

Bearcast
premium content

Tom Winnifrith Bearcast: Just how screwed is MJ Hudson, a timeline of deceit and destruction

In today's Bearcast I look at Tintra (TNT), Inspirit Energy (INSP), MJ Hudson (MJH) run by the founder of the West Ham United supporters on Linkedin but for whom there look to be no excuses, Bidstack (BIDS) and the Abrdn Smaller Companies IT (ASCI)
TGP

Tekmar – preferred partner exclusivity period further extension, what of latest share price fall?

Offshore energy technology and services group Tekmar (TGP) has announced that its currently preferred partner’s “due diligence process has concluded and exclusivity has been extended to 31 March”. So what of a current share price response to 13p, over 16% lower?
TNT
premium content

HUGE EXPOSE: Tintra: were net assets and profits in Tintra Acquisitions accounts to 31 March 2022 understated by £15 million?

In a previous article, I exposed that the fair value of the ordinary shares in Tintra (TNT) that should be required to be valued in the accounts of Tintra Acquisitions Limited but clearly weren’t of £7,446,291. In this note, I highlight another material asset that wasn’t recorded, that being the convertible loan provided by Tintra Acquisitions to Tintra Plc and this could make this scandal, one HMRC is bound to be investigating a £15 million one. That is three times the size of Nadhim Zahawi's recent "scrape."
GCAT
premium content

Caracal Gold – another letter to Andrew Monk as the formal FCA investigation ratchets up

Andrew Monk of VSA Capital (VSA) has spent the past week sunning himself at the Indaba Mining conference in Zim South, attending cocktail reception after cocktail reception or, as he terms it, working. But now he is back and finds his prized client, Caracal Gold (GCAT), in the midst of a full scale FCA enquiry into insider dealing and market abuse. As the first scalp was announced today, I have dropped Andrew a note.
BIDS
premium content

Told y’all: Bidstack forced to restate FY trading statement and, almost certainly, interims – cash crisis by summer

It is an ouzo on cornflakes day of vindication once again. As I predicted HERE, the Bidstack (BIDS) Full Year trading statement of January 3 was accounting for dummies and today it has been restated. Almost certainly the ramptastic interims used to inflate the share price before the last placing will also have to be restated and with a clear warning for 2023 and 2024 on sales, a cash crisis looms by summer. In a country with a proper regulator CEO Lyin’ James Draper would be having his collar felt. Luckily for Lyin’ James, the Oxymorons at AIM Regulation couldn’t catch a cold.
BRCK
premium content

Me, pseudo philosophy and why Brickability Group should give us more (despite beating brokerage hopes)

It is certainly fair to say that you do not need to be weird in order to be a weirdo, just as some people make some great investment returns without doing any research. However, a bit of regular investment research improves the odds. Sadly, it is not that effortlessly more investment work inexorably leads to better results. As I was telling a contact of mine on Friday last week who wants to manage their own pension fund, you need to also be a bit savvy and accept that you will make plenty of mistakes. However, the personal investment game is far from boring, and that’s the good news.
CPG

Compass Shares might Go North after Latest Tasty Results

Hello Share Munchers. Having sold my long-held shares back in the summer, I’m considering jumping back into Compass Group (CPG) again. Just as people are returning to their offices. Which is a big benefit to this huge corporate caterer.
COPL
premium content

Death Spiral Finance. What Can Possibly Go Wrong?

Providers of loans to small cash- strapped publicly listed companies, (usually, but not always AIM) which are convertible into equity linked to the average prevailing share price (VWAP) tend to get a bad rap in the same way that the loan shark or the “usurer” gets a bad rap. The type of finance which they purvey is known as “death spiral” which says it all. They normally have websites which provide the bare minimum of detail and describe themselves as “investors” or “growth facilitators” or some sort of misleading handle.
Bearcast
premium content

Tom Winnifrith Bearcast: is Anglesey Mining a fraud?

For reasons I shall explain I know this company well. Is it a fraud like,say, Supply@ME Capital (SYME)? No. But anyone holding since the highs is down 99%. The company engages in sharp practices and I view its assets as worthless. So it will be a zero in the end. How Anglesey Mining (AYM) is still going after 35 years defies belief.
Professor
premium content

Sunday Long Reads: Stolen Puppies, Tech Charity, Salman Rushdie good, Salman Rushdie bad, Too Tall Skyscrapers

Here are five long reads that have nothing to do with shares. Put the kettle on, find a comfy chair. You have the time, don't you?

TATE
premium content

As an investor, Tate and Lyle shares are still Tate and Smile for me!

A mere fifteen months ago, I wrote about why I was “warming up to Tate & Lyle (TATE)”. I concluded that article by observing that I made the share “a BUY compared to Friday’s close of just shy of a 675p share price”. How is the story now with Friday’s closing share price 788p a share (and the global supplier of food and beverage ingredients company founded over a hundred years ago pays a dividend as well).
Tumbleweed

Animated Chart: The Rise and Fall of Music Sales, by Format (1973-2021)

This eyeopening chart from Visual Capitalist shows, in animated form, that what used to be all vinyl is now all digital. But did you forget about 8 Tracks? And ringtones? Ringtones! Who paid for ringtones!
Gold
premium content

The View From The Montana Log-Cabin As Gold Battles A Pull-Back

Gold finished the week at $1866. Having suggested last week that it could go either way from $1864 at the time, I was wrong – it went nowhere. In the short term, it could head further south from here as corrective forces assert but so far it has held up rather well. Long term, I remain extremely bullish.
Top-10
premium content

Notes from Underground – Most read articles for the week ending 11 Feb 2023

The most-read non-Tom article this week is by Chris Bailey, Gold: you're indestructible (even if the price goes down sometimes)  at No 6 or No 14 including Bearcasts.

premium content

Journeo – positive trading update, still a bit of time to BUY

Technology for transport operators company Journeo (JNEO) has announced that 2022 revenue increased by 35% to £21.1 million, with profit “anticipated to be in line with market expectations” and “good earnings visibility for the current financial year”. So what of a share price which is now up to 133.5p?
Bearcast
premium content

Tom Winnifrith Bearcast: a failed and humble fund manager offers advice to a conceited successful one, Crispin Odey, over Advanced Oncotherapy

I discuss both Advanced Oncotherapy (AVO) where my target remains 0p. And I say that as the loyal owner of one share. Then also the green idiots suing Shell (SHEL) for not being green enough. Words almost fail me but, as usual, in the end they do not. I forgot to mention it but I commend to you my article on the utter bastardisation of democracy and Orwellian use of language by the Committee of the MCC, HERE
AMRQ
premium content

Amaroq Minerals – positive Vagar licence exploration results, Up on our share tip but still a BUY at 43.5p, target 60p

Amaroq Minerals (AMRQ) has announced exploration programme results from its Vagar licence in Greenland and that “current drill intersections suggest that a large tonnage Intrusion Related Gold system is in play”.
PZC
premium content

I finally get a chance to look at the latest set of numbers from PZ Cussons: BUY

Everything has been really busy recently, but it is always better to be busy than not. This is why I am - once again - playing a bit of catch up this weekend, which brings me today to PZ Cusson (PZC). I have written about the manufacturer of personal healthcare products and consumer goods a few times over the last year or two, usually concluding that a sub two quid share price is where I want to buy (more). And here we are again…
GoldfishShark

Video: Could We See a Precious Metals Buying Mania?

Trader David Brady is another gold bull whispering sweet nothings into the ear of our own Nigel Somerville.
BMV
premium content

Bluebird Merchant Ventures – good news from the Philippines and news from South Korea set to follow, Buy

Bluebird Merchant Ventures (BMV) states that it is delighted to announce that it has signed an agreement with a Philippine company, whose owners have decades of experience in mining, to develop the high grade Batangas gold project in the Philippines.
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

 

CTAI

Catenai – monster dilution

Time left: 22:48:36