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Essentra remains an underfollowed FTSE 250 buy for me
There are always plenty of unknowns in global investment markets and maybe 2023 has a few more than normal. However, the likely direction of UK housing market prices is not one of them, as the real question is how much prices will fall. I see the Halifax House Price Index is now only up 2% year-on-year, so it will either be one or two months before it formally goes into negative territory. Whilst some people will remain very excited that Halifax also noted that its index hit its 40-year anniversary “with house prices up 974% since early 1983", I don’t think UK house prices are going to get anywhere near such a price appreciation over the next forty years. It is great to own your home, but stop thinking about it as an investment. Housing rant over, so let’s talk about a stock whose prospects I like for 2023: Essentra (ESNT).- By Chris Bailey |
- 6 January 2023, 09:22 |
Video: Quoth the Raven - The U.S. has Lost It’s Financial Compass, Tesla to fall another 90%
Chris Irons, the host of the Quoth the Raven podcast, is a foul mouthed libertarian so obviously a good man.- By Tom Winnifrith |
- 6 January 2023, 08:36 |
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Nightcap – when’s the (lack of) profits warning?
Spending her 100% cash bonus for last year must be hard for former Dragon Sarah Willingham of NightCap (NGHT). With the company having abandoned its rollout plan because of a major cash crisis and as LFL sales plunged by 15% post year end, anyone with a shred of decency would be handing that bonus back. Not La Willingham, she spent Christmas on a luxury family holiday in Australia. Is she back yet? If so when is the (lack of) profits warning.- By Tom Winnifrith |
- 6 January 2023, 08:20 |
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David Beckham’s Cellular Goods – Bixby & Edwards now panic selling ahead of bailout placing/merger with insolvent cash guzzler
Oh boy this is ugly. The CBD play backed by arch LGBTQ hypocrite David Beckham, Cellular Goods (CBX), is rapidly running out of cash and wants to merge with another CBD company with stiff liabilities and which is burning cash faster than star chef (LMFAO) Brooklyn Beckham can burn his cooking. So quite obviously a major fund raising is needed within months to stave off bankruptcy. However…..- By Tom Winnifrith |
- 6 January 2023, 08:07 |
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AIM CEO in a bind, need cash fast - here's the man to go to
Running a shite AIM company, guzzling cash, tank almost empty? In a bit of a bind. Maybe you need to consult a man who is an expert at running such worthless promotes and still raising cash for them time and time again. There is such a man and he's keen to help....- By Tom Winnifrith, the Sheriff of AIM |
- 5 January 2023, 15:46 |
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Tom Winnifrith Photo Bearcast: Was this another Zak Mir brown envelope job & should I buy Yourgene?
Eldur Olafsson of Amaroq (AMRQ) thinks I am a member of the British establishment. I explain why I am not. No doubt Sir Arthur Cochrane would view me as he viewed his daughter, my grandmother, as a "traitor to our class" But I am. and explain why with reference to Eldur's company. Then it is onto Zak Mir and the Okyo (OKYO) scandal. Your link to his video is HERE. And the photo below is of Zak himself relaxing today at the Carlton Club. That is the establishment today which makes me so hostile to it all and determined to be a simple goat farmer. Then I answer a, rather unfair, question on Yourgene (YGEN) before looking at Argo Blockchain (ARB) and Angle (AGL)- By Tom Winnifrith |
- 5 January 2023, 15:45 |
Live Company Group – operational update, cost savings for “working capital requirements”?
Events and entertainment group Live Company (LVCG) has issued an ‘operational update’ emphasising its belief in its multi-divisional strategy and that during 2022 “the K-POP division added a new event, the StART division added several new events in new territories including Korea and South Africa, LCSE confirmed the FE race and BRICKLIVE added shows in new locations and hosted its first event since 2019”. So why a current share price response approaching 10% lower at 2.75p, a £6.7 million market cap?- By Steve Moore |
- 5 January 2023, 15:45 |
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HeiQ – CEO shares purchase, a more than 12% higher share price response?
Describing itself as “a leading company in materials innovation and hygiene technologies”, HeiQ plc (HEIQ) has announced that CEO Carlo Centonze has purchased 300,000 shares at an average price of 28p each, so what of the share price currently responding more than 12% higher today to above 30p?- By Steve Moore |
- 5 January 2023, 14:15 |
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Minoan – Options Extended, Secured Debt and Rumours Of Mr Godot
AIM-listed holiday resort in Crete developer (one fine day….) Minoan (MIN) offered up a brief update this morning on the matter of options, secured debt and discussions over the project.- By Nigel Somerville, the Deputy Sheriff of AIM |
- 5 January 2023, 11:39 |
Checkit – “contract wins and investor presentation”, what about the ‘accelerate investment’ reversal?
‘Deskless workforce’ technology company Checkit (CKT) has announced contract awards and the shares are currently up by more than 9% to 24p in response. So what of a now approaching £26 million market capitalisation?- By Steve Moore |
- 5 January 2023, 11:28 |
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BREAKING: Amaroq and Alleged executive greed: Q&A with CEO and why I still feel betrayed
The new executive “incentive scheme” at Amaroq (AMRQ) has come in for some stick so, below, are some questions from reader T and some answers from CEO Eldur Olafsson. But before then here is why I, as a supportive long term shareholder, feel betrayed.- By Tom Winnifrith |
- 5 January 2023, 10:50 |
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A Swallow Flew Past The Montana Log-Cabin
Tom Winnifrith jibed me yesterday for not having a party because Gold has gone up. It is true that Gold has been having a good run – indeed, as per my recent articles from the Montana Log-Cabin, I believe that things are set up beautifully for a good run.- By Nigel Somerville |
- 5 January 2023, 10:31 |
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Union Jack Oil - you were warned!
The table below is derived from Union Jack's (UJO) own figures. With a hat tip to the chain smoker, you were all warned.- By Tom Winnifrith |
- 5 January 2023, 09:51 |
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Next plc continues to show how to be a sensible retailer despite all the obvious challenges out there
Back in September 2021, I observed that it was the “same old, same old ‘not cheap but quality’ at Next plc (NXT)”. But the stock was kicking around at an eighty quid share price then, whilst a c. sixty quid share price (or below) was always a much smarter level to get involved. And hopefully some of you have done so over the last six months or so, a point reinforced by the observation today that Next plc’s full year profit before tax guidance has been raised “by £20m to £860m, up +4.5% versus last year".
- By Chris Bailey |
- 5 January 2023, 09:10 |
AIM Casino Market December statistics – market hits almost 20 year low in terms of number of listed companies
The AIM Market statistics for December 2022 have arrived. There were 12 cancellations and 2 new admissions in the month so the AIM market ended the year with 816 participants, the lowest since 2003 when AIM was adding more than 100 new companies a year.- By Tom Winnifrith, the Sheriff of AIM |
- 5 January 2023, 08:37 |
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Tom Winnifrith Bearcast: the mystery of the Midas Harland and Wolff share tip
I start with a bit about weather, snow rain and drought. Then gold vs bitcoin, Enwell (ENW), Ferrexpro (FXPO), Harland & Wolff (HAWL), Argo Blockchain (ARB), Powerhouse Energy (PHE) and Pantheon Resources (PANR) before ending with Vast Resources (VAST) where a placing at 0.1p is surely being attempted after today's incomplete news.- By Tom Winnifrith |
- 4 January 2023, 16:25 |
Gfinity – commercial agreement ‘delight’. Attempted ramptastic?
Describing itself as “a world leading esports and gaming solutions provider” Gfinity (GFIN) is “delighted” with a “commercial agreement with leading global mobile game operator, Playgendary”. With the shares currently up approaching 4% to 0.545p in response, how ‘delighted’ should it be?- By Steve Moore |
- 4 January 2023, 15:48 |
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OUTSIDE ALL PAYWALLS: Letter to AIM Regulation – were Bidstack’s pre placing interims bogus & misleading? Enquiry needed now!
Yesterday there was an admission from Bidstack (BIDS) that its soon to be former business partner Azerion had terminated the venture and had not been paying invoices for some time. This begs the question: were interims released on August 8 2022 bogus and designed purely to pump the shares ahead of the 5 October bailout placing. I have written to AIM Regulation demanding it launch an enquiry.- By Tom Winnifrith, the Sheriff of AIM |
- 4 January 2023, 15:13 |
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Just why does ADVFN put up with this Jew hating conspiracy theorist & shite investor in Bidstack and other frauds
It is a sign of just how much, to its credit, the largely Jewish board of ADVFN (AFN) really does believe in free speech that it still allows the biggest jew hating nutter out their to pollute its boards. But surely there must be a limit? The post below is from yesterday and concerns Bidstack (BIDS) where aidenabettin is long and wrong and insists that any share price weakness is down to a conspiracy between myself and unnamed Israelis.The post is below the words in bold type are brief comment from me:
- By Tom "Moshe" Winnifrithstein |
- 4 January 2023, 14:17 |
Concurrent Technologies – “post-close trading update”, how’s cash flow and component supply now?
Describing itself as “a world-leading specialist in the design and manufacture of high-end embedded computer systems and boards for critical applications”, Concurrent Technologies (CNC) “is pleased to announce… expects to report revenues circa 10% ahead of market expectations and profit before tax at least in line with market expectations”. So what of a share price currently up to 77p, though still down from above 90p last summer?- By Steve Moore |
- 4 January 2023, 13:30 |