This was - not surprisingly - a well attended breakout session at UK Investor. My friend Amanda Van Dyke explains why you should invest in gold shares and how to value them. Enjoy.
Having been critical of the Lorne Abony show and FastForward innovation’s (FFWD) recent investments in Vemo and Schoold in my last piece HERE, I thought I’d take a closer look at one of the earlier investments, The Diabetic Foot Company (“DBC”), as, funnily enough, related parties raise their ugly head again there too.
Tocqueville Gold Fund manager, John Hathaway is convinced the gold bottom is behind us simply because of the lack of people involved in the sector outside the core long term investors. Silver is an excellent indicator of investor sentiment and its slow rise relative to gold shows the mainstream is still far from being on board. There is still a long way to run with the bull market, at least another 4 years.
The FT reported this week that Burberry is considering the appointment of a senior manager to assist CEO Christopher Bailey (who also acts as Chief Creative Officer), although the company itself declined to comment. In my view, the negative commentary which occasionally haunts Burberry’s share price can provide some attractive and relatively straightforward buying opportunities.
I'm a big supporter of Primary Bid and as such fully back Dave Mutton, the CEO who was among those presenting at UK Investor Show. Enjoy the video!
Marcus Stuttard, the Sham Sheriff and head of AIM told The Times a week ago that he thought he had got the regulatory framework of AIM absolutely right and that people wouldn’t invest if they felt there was any kind of problem with the regulation... So I thought it was time to take another look at Jiasen (JSI) of the ShareProphets AIM-China Filthy Forty. After all, the derisory rating suggests the market is less than happy with this stock and its results for FY14 were released in mid-April last year: we are now well into May 2016 and thus far there is no sign of FY15 numbers. I wonder why….
Alex Borrelli has brought BMR Group (BMR) back from the dead.As such he is one AIM CEO I am not going out to bash. At UK Investor Show he explained the past and future of his company.
Only 14 months after David Breith resigned his CEO role at Coms plc (COMS) in March last year (before being forced to leave that is), he is back with the impending IPO of Toople plc next week on 10 May. As ever the prospectus that was issued last week on 4 May deserves a closer read!
The arrival of Colin Bird at Orogen Gold (ORE) has, given the company a new lease of life something Colin and technical director Ed Slowey explain below.
The Old Bill got back to me regarding last week's tag-team event, Lucian Miers & Paul Scott vs some drunk. As the gentleman in question had no prior entalglements with the police, and was shocked by his behavior when he sobered up, he was given a caution and cut loose.
I have landed in Kalamata and start with a look at where Greece is now. My friend John the bike man seems to have gone bust. He is not alone. There is a three-day general strike underway but the EU reckons that Greece has solved all its problems? The EU is the problem, or rather the Euro is. Then I look at why I sometimes despair of humanity and notably some of the people in the world of small caps and AIM. I am taking it easy for the summer as a result. Finally some praise for Marcus Stuttard the bogus Sheriff of AIM but then also some criticism and suggestions re African Potash (AFPO) and Ascent Resources (AST)
It has been suggested by Duck & Dive and repeated by other poltroons on LGO Energy (LGO) Bulletin Boards, that in my last article it was unfair to 'confuse' reactivations with re-completions as it is a case of drawing conclusions about the depletion rates of apples with the depletion rates of oranges. In answer to this criticism, I would stress firstly, that it was Neil Ritson who framed the terms in which he sought to demonstrate that wells in the Goudron Sandstone deplete slowly. I will quote him again.
I note that Avanti’ Communicvations' (LSE:AVN) share price has fallen back since it was covered in detail by Tom, myself, Matt Earl and Evil at last week’s UK Investor Show.
No offence intended but I would rather that Aidan Bishop who is the man behind Bluebird Merchant Ventures (BMV) had presented at UK Investor Show not Clive Sinclair-Poulton. Aidan is a class act and next year I hope he is around. We own these shares and are excited aboout what will happen. Enjoy
Shares in troubled gold miner Avocet Mining (AVM) more than doubled the other day as its first quarter production update showed an increase of 3,149 oz at a cash cost of $925 per oz, $169 lower than the preceding period.
I have faith in this company although I know that many do not. It needs to start delivering but I believe it will and that makes its shares cheap. The video below is of Symphony Environmental (SYM) FD Ian Bristow presenting at UK Investor Show.
Chocolatier and retailer Hotel Chocolat has announced it is to IPO on 10th May “by way of a conditional placing… based on the placing price (148p per share), the market capitalisation of the company on admission to trading on AIM will be £167 million”. A first part of analysis reviewed the company’s recent financial performance, this second part looks at its prospects…
Steve Moore and I think shares in 1Spatial (SPA) are cheap as we explained here the other day. Meanwhile here is the company's FD Claire Milverton in action at UK Investor show. Enjoy.
Chocolatier and retailer Hotel Chocolat (HOTC) has announced it is to IPO on 10th May “by way of a conditional placing… based on the placing price (148p per share), the market capitalisation of the company on admission to trading on AIM will be £167 million”. A second part of analysis will look at the company’s prospects, this first part reviews its recent financial performance…
If low life NGOs bash a company it must be doing something right. Dennis Melka of United Cacao (CHOC) explains what in his presentation at UK Investor Show. Enjoy.
The April edition of the UK Investor Show Magazine is live featuring Metal Tiger, BMR, Harley Investments, Action Hotels and much more.
This week's contest is graciously sponsored by African Potash, AIM, NEX, Chris Cleverly vehicle that is bound to hit the stratosphere.*
The A-Grade A'holes at Walbrook PR who charge Optibiotix (OPTI) thousands of quid a month for "news management" probably thought putting out two announcements on one day was part of a clever strategy. Whatever. If Optibiotix wants to save a few quid we have a suggestion....
Given that the company is now producing gold, I’ve been somewhat surprised by the lacklustre response that the market has given Ariana Resources (AAU) since that news came.
Fraud Cloudtag (CTAG) may have been booted off the AIM Casino but in the few months before insolvency the comedy continues. The company has held an AGM the highlight of which was news that the 2 NEDS Tony Reeves and Jerry Bereika have resigned. Lyin' Amit Ben Haim says that the a search for new directors with the requisite skills to match the Company’s future requirements is underway. Hmmm what would that skillset be?
In this video from the storming success that was the 2017 UK Investor Show, Tom Winnifrith interviews Mark Slater. And make sure that you keep April 21 2018 free for next year's UK Investor Show.
Concepta (CPT) wants to know why its shares are nor racing away although having tipped this at an 11p offer we are, at 16.5p, well up.? Simple. It announced last autumn that it was about to sell its MyLotus kits in China and since then it has appointed a country manager and huffed and puffed but there are no sign of those sales. And against that background after calendar 2016 results the shares are just 16.5p mid. But before you sell hang on a second...the shares are actually a stonking buy if yoiu can get them at 16p or underand here is why.
Naughty naughty naughty. On Tuesday night Ve Interactive, the daft money guzzling new media start up into which Concha (CHA) unwisely invested on a £1 billion valuation went into administration and was at once bought ( one assumes for peanuts) by management and certain existing shareholders. Since Concha has not a lot of cash it is hard to see it being involved. But where is the statement? AIM Rules say something about timely disclosure yet we have had 24 hours with no RNS. Nope make that 36 hours...
Caption this very accurate and not at all cropped photo of some nice Tories in the comments below. The deadline is midnight tonight.
Hello Share Monkeys. Quite a few of my more moribund penny shares are in revival mode at the mo. Which is unusual. Because when the Footsie rises, investors are more likely to get income from more reliable outlets. Why risk the huge volatility of the cheaps when you can make money investing in companies with big cash piles and ever growing profits, i.e: most of the Footsie members?
Floated at 33p by Lagos Securities, or Cenkos as it prefers to be known, on the back of a prospectus that forgot to mention critical damaging information, Rosslyn Data (RDT) has been a serial disappointer and was clearly set to run out of cash this year, despite numerous protestations from its discredited management that this was not the case. And so today, the oldest trick in the book - a bailout placing dressed up as an acquisition. The price of the bailout, just 4.5p.
The world's best known resource investors Sprott says that its investment thesis for gold is significantly long-term in scope.It explains clearly why recent gains will continue and that means you all need an exposure to the yellow metal. Over to Sprott:
Kefi Minerals (KEFI) has announced another box has been ticked as it moves towards constructing the Tulu Kapi gold mine in Ethiopia. It has finally agreed with the Government plans to resettle the folks who live around the mine away from operations. And with that done it states "The objective for the Government of Ethiopia and KEFI is for construction to commence in H2-17."
Collagen Solutions (COS) has announced growth “driven by an increase in the number of customers, higher volumes from key customers and an increase in new development agreements”, sparking the shares higher…
Amryt Pharma (AMYT) has announced that the first patient has now been enrolled in its phase three trial of AP101, a potential treatment for the rare, genetic skin disorder, Epidermolysis Bullosa - a market worth £1 billion.
London main-market listed, gold miner in Russia Petropavlovsk (POG) has announced results for the 2016 calendar year, emphasising a return to profitability and a refinancing of bank debt - enabling it not to have to divest part of the value in its core organic growth development project, the POX Hub…
We have long pointed out what a dog Green Dragon (GDG) is. Its failure to answer the questions in the bloody dossier HERE was the biggest red flag. Now the City's top oil analyst, Zac "the Knife" Phillips of SP Angel has gone on the attack, calling for regime change and warning that the company's assets could end up with its creditors, i.e. the equity could be worthless. The Knife writes:
Together Robert Sutherland Smith and Tom Winnifrith have now been working in finance for 71 years - the last ten or so together. Tom wishes to stress that RSS accounts for most of that, the great value investor starting his City career at the Unilever Pension Fund the year before Tom was born. In this book they outline 71 tricks of the trade for making money from shares.
Get the first ShareProphets Pocket Guide ebook, EIS - Buying shares with numerous tax breaks. Want to cut your income tax bill, get loss relief if your AIM listed shares go down, pay no CGT, avoid IHT - EIS could be the way and this book explains how.
Most investment books seem to be large enough to keep the front door open and while some contain gems it is hard to find them amid the verbiage. The aim here is to produce a short guide which simply cuts to the chase. I hope that it will provide food for thought for everyone from beginner to expert but whoever you are it should be quick and easy to read and digest.
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