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VOD
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Vodafone – forget the numbers, focus on the upcoming spin-off

Vodafone (VOD) back in the day used to be the largest company in the FTSE 100 as various markets analysts anticipated a world where we all became obsessed with our mobile phones. Today Vodafone remains a member of the larger cap index but it has got to the stage of its development that the most exciting corporate shift it can do is look to spin-off its mobile towers business…

JMAT

Hydrogen Giant Hit by Virus Should Rise Again on the Green Tide

Hello, Share Seekers. In June 2018, the share price of Johnson Matthey (JMAT) reached around 3800p. Less than two years later it had fallen below 1700p. This looked mainly due to the virus, yet other companies in the same sector seem to have benefited from the pandemic. So perhaps it’s high time that Johnson Matthey caught up…

ITV
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ITV: not easy but not impossible to hold

It has been a while since I have written about ITV (ITV).  Regular readers will know that I switched my CEO crush preferences to Aviva’s (AV.) Amanda Blanc a few months ago here . So what is going on at the broadcaster?

Professor

Sunday Long Reads: Tourists politicking Pakistan, Microwave Oven War, Midlands Viking Trove, Vaccine, China Unhappiness

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? 

Luke-Johnson

Feeling Ripped off by the Sunday Times over the hidden Luke Johnson column

I buy a physical paper only rarely. Now and again I buy the Sunday Times to read the column by my mate Luke Johnson. I might also read Rod Liddle but that is about it. Otherwise it acts as a way of lighting my new wood burning stove.

Bear

Mass vaccination will be “no silver bullet”

The nightmare is not over whatever the markets suggest

Bearcast
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Tom Winnifrith Bearcast: on vaccines & recovery, Malcolm Stacey is far too optimistic

I start with a baby Priti update and also a story about my Dad. Then a look at the supermarkets and £1.9 billion of our cash they should not have. Finally I note Malcolm’s optimism on vaccines and a return to normal and I explain why I think the old boy is, as is his wont, far too optimistic.

Quiz

The ShareProphets Sunday Pub Quiz #63

Welcome to the Sunday ShareProphets Pub Quiz. Find your own beer, sit in the most comfortable seat, and, under no circumstances, can you Google the answer. Only I can do that. There are no prizes but post your scores in the comments for bouquets and brickbats.

GPM
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Gold – Jordan Roy Byrne sees light at the end of the tunnel: will it come in time for Golden Prospect Subs as the market plays Chicken?

Trading in Golden Prospect (GPM) and its subscription shares (GPSS), for a sad nerd like me, is fascinating. The shares are just about heading north, the subs are down and the Gold price is just about rising, sort of. Followers of Jordan Roy-Byrne of TheDailyGold.com are waiting and waiting for that glorious buying opportunity which seems a matter of days or weeks away whilst at the same time Golden Prospect’s subscription deadline falls at the end of the month – just two weeks away.

Top-10

Notes from Underground - Most read articles for the week ending 14 November 2020

The most read non-Tom article this week is Covid Vaccine – Is It The End of the Gold Bull-Market? by Nigel Somerville (for an unheard of fifth week in a row) at a terrific number one or at number five, including Bearcasts and Tom’s new shareshow.The first non-Nigel non-Tom article is Synairgen – Where are we now with the one Covid play I liked? by Peter Brailey at number seven/number 14.

AAZ

Anglo Asian Mining – shares up in tough recent days gold environment, more to come?...

Having reached more than 170p in August, shares in Anglo Asian Mining (AAZ) have recently been below 120p… but amidst a tough recent days gold environment have risen to currently 130p to buy. Why?…

Bearcast
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Tom Winnifrith Bearcast: Rejoice! ShareSoc sees the light on evil shorters

A very pleasant email arrives today from Cliff Weight at ShareSoc. I discuss the Damascene conversion of his organisation since the era of he who shall not be named on the matter of shorters and shorting.

AVCT
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Avacta shares have slumped, ahead lies collapse

As you may have gathered I have been a major sceptic of Government policies on Covid and not just in the UK. For a disease where the survival rate among under 70s is 99.95% and where the average age of death is greater than life expectancy itself, it seems to me that the policy response has been excessive and has caused and is causing utterly unjustified collateral damage.  But none the less we should all welcome news that Pfizer has a vaccine which works 90% of the time.

RBG

Revolution Bars – with government “often illogical, inappropriate and disproportionate response to the coronavirus pandemic”...

Revolution Bars Group (RBG) has updated the markets with news including that a CVA successfully approved” – and the shares have responded to 17.2p, a £21.5 million market cap, 7.5% higher…

Gold
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Gold – Still correcting but in for a 22% rise in 2021 says Goldman Sachs

Goldman Sachs has pinned a $2,300 per oz target on Gold for 2021, saying that its bull market is not over, according to fnlondon.com, as inflation expectations will move higher, the US$ will weaken and emerging market retail demand recovers. Compared to some forecasts, this is extremely modest but a 22% gain for the yellow metal would still be significant.

KWS

Table of shorted AIM shares - week to 13/11/2020

From the FCA’s spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2019 and thus far in 2020 (by net short position %, those in bold not on the list at the start of 2020) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week…

RDSA

The Vaccine, Share Prices and Other Covid-linked Hopes and Fears.

Hello Share Funsters, We were all cheered when vaccine news from Fizer sent shares shooting forward a few days ago. But the value of my own portfolio was disappointingly unchanged. That’s because I have a few Covid plays. And because the jab news depressed the prospects of companies which have benefitted from the epidemic, the rise in the value of my Shell (RDSA) BP. (BP.) Compass (CPG) and Whitbread (WTB) was cancelled out by my covid plays.

YU

Yu Spoof! Boardroom buying

AIM-listed and due for an imminent placing Yu Group (YU.) released a Director Dealings announcement this morning. Given that it has already admitted it needs more cash, my spoof sensors were set ablazing.

TERN
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Letter to AIM Regulation: Tern & shamed Nomad & Broker Allenby MUST be investigated after hat-trick of smash and grab raids!

Another day brings yet another bailout placing for AIM listed sub scale investment company TERN (TERN). It will not be the last but AIM Regulation needs to investigate the circumstances of this placing for there is now a clear pattern of deception emerging. I have dropped the Oxymorons a letter today.

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