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Latest News

MDZ

MediaZest – better it does proper analysis before issuing a formal trading update!

On Monday I noted an update from MediaZest (MDZ) which had seen the shares more than 50% higher to 0.04p. At an attempted no-one watching o’clock (uh oh) 5:18pm yesterday; “Further Update re: Trading Performance”...

ITM
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ITM Power – Directors bail out, more evidence of alternative energy bubble o my ten bagger share tip!

I called ITM Power (ITM) a speculative buy in August 2019 at 38p. Having hit some 358p last week, that’s just off that tipsters “crack open the bubbly stuff” target of a 10 bagger tip! The company provided up a trading update on Monday – nothing stated that surprised me, but I did wonder why the update was issued. Today we know the reason – clear the decks for shocking Director share sales.

Newsboy
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No surprises that The Restaurant Group needs to enter CVA land...

Three stories catch my eye in today's regulatory news crop. Personally I am surprised that the Whitbread (WTB) rights issue - which I loved up here a few weeks ago - take-up was only 91.4%...

CLIG

This Big Dividend Favourite Is Already Strong and a Big USA Merger Should Make it Stronger

Hello, Share Tasters. The share price of one of my favourite companies dived more than 30% when the virus really struck our stock markets in March and since then, like most strong companies, it has rallied. Shares in City of London Investment Group (CLIG) were recently trading at around 325p, before the crisis they were about 450p and hit 275p in March. Now comes news that CLIG is merging with an American outfit called Karpus Management Inc....

UJO
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Union Jack Oil – further Wressle interest acquisition, price target increased...

Union Jack Oil (UJO) “is pleased to announce that it has agreed to acquire a further 12.5% economic interest in PEDL180 and PEDL182 containing the Wressle hydrocarbon development project”...

AMO

Amino Technologies – trading update, further share price potential?

On a previous update from Amino Technologies (AMO), I concluded that the shares remained on the watchlist. It has now made another trading update...

Bearcast
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Tom Winnifrith Bearcast: Do not think that Telit crooks Yosi Fait and Oozi Cats are off the hook at the FCA

Another 12km training walk with my daughter looms and the little snowflake is bound to bleat as the skies darken. I will not enjoy the rain much either. So, as I suffer, please donate that tenner (or more) you know you want to give to Rogue Bloggers for Woodlarks HERE. I look in detail at Sosandar (SOS), Mercantile Ports (MPL), Avacta (AVCT), Novacyt (NCYT) and Open Orphan (ORPH) setting new price targets for all three and then discuss the crooks at Telit (TCM) as the FCA concludes its corporate enquiry.

BHRD
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Be Heard Group – possible cash offer “advanced discussions”… what about that “recent movement” in share price?!

Be Heard Group (BHRD) “notes the recent movement in Be Heard's share price, and can confirm that it is in advanced discussions with MSQ Partners Limited regarding a possible cash offer of 0.5 pence per Be Heard share”. The shares have currently responded around 0.20p higher to circa 0.46p, capitalising the group at around £5.75 million...

Gold

Video: All Structural Momentum Pointing to the Sky for Gold, Silver, and Especially Junior Miners

Veteran analyst Michael Oliver started his career back in the mid-70s when gold was re-legalized. Instead of focusing on price, he looks at long-term trends, which is important because price being based in fiat can be misleading. He says, “Today, we are in the hyper-space of money printing.” Using price can be compared to building a house with a yard-stick that changes in length. Their focus is on the longer-term and not the day to day, they look for structure rather than short moves in momentum.

Tom
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Tom Winnifrith Shareshow No 2: Well over 2 hours of Matt Earl, Aidan Bishop and why Purplebricks is a zero

And now from Wales, by just 30 yards, it is my new, I hope, weekly show. This costs 99p per episode to access and you can either listen or watch very sparky interviews with bear raider Matt Earl with Boohoo (BOO) centre stage, Aidan Bishop of Big Dish (DISH) and Bluebird Merchant (BMV) and myself explaining why Purplebricks (PURP) is a zero. You can access the show HERE

To watch the first show featuring bear raider Lucian Miers, mining boss Colin Bird and myself with a devastating expose of Novacyt (NCYT) go HERE

BATS
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British American Tobacco is 'resilient and growing' (just a bit less than expected)...

Vice stock time again. I know there has been a little bit of controversy between writers on this website about certain sectors, but allow me to double down on the tobacco space (as an investor naturally, I've never touched the horrible stuff personally). Tom W and I both independently have recently expressed our enthusiasm towards Imperial Brands (IMB). Reading through a pre-close update from its London-listed peer British American Tobacco (BATS) today, I did wonder if the observation that it would be maintaining its 65% payout ratio dividend was a slight dig at the decision by Imperial to cut its own shareholder remuneration. It is not all laughs at BAT though...

AVCT
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Avacta flogs a dead Covid horse to no avail

When you have just raised £48 million of dumb money you cannot turn around a week later and scream SUCKERS! No. You have to pretend that the reason your shares raced away and that the fools piled in greedily is still valid. But it is not, and at some stage, Avacta (AVCT) will have to admit as much.

TMO

Time Out Group – open offer raises £2.1m… but what was target? And...

Time Out (TMO) has updated that “6,135,967 new ordinary shares were taken up under the open offer, including open offer shares applied for pursuant to the excess application facility, raising gross proceeds of approximately £2.1 million”. The shares have currently responded trading at around 40p...

SOS
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Sosandar – Trading and Covid-19 Update: how to polish the unpolishable

AIM-listed online ladies-wear outfit Sosandar (SOS) has updated the market on its forthcoming FY results and the company’s response to Covid-19. On the surface there is much to celebrate – which perhaps is why the shares are up a very impressive 36% as I write. But there are a few niggles to concern…..well, actually, rather a lot.

PNN

Water Company Dipping out of Waste Management Could Still Float to the Top

Hello, Share Tweakers. The more cautious among us should be interested in the utilities. Providers of water in particular should continue to maintain a reliable income. One of the best water providers, in my humble view, is Pennon (PNN). And its latest numbers are encouraging...

BZT
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Bezant Resources – a buy?

Recent recommendations here whose management have included Colin Bird have fared pretty well we suggest – Galileo Resources (GLR) already +136% and Xtract Resources (XTR) +40%, both on an offer-bid basis. Shares in Bezant Resources (BZT) - where he is Executive Chairman - have also fared well recently, but they remain down from levels of as recently as March and give a market cap currently of still below £2 million despite there looking interesting asset potential...

MDZ

MediaZest – argues outlook positives… but are there? & what about that balance sheet?...

Self-styled “creative audio-visual systems integrator that specialises in providing innovative marketing solutions”, MediaZest (MDZ) has updated including “it is expected that the operating subsidiary, MediaZest International Limited, broke even for May”“involved in active discussions in relation to potential new client mandates over the last month, and several are expected to be won during the next 4-6 weeks” and “research and development around motion sensing technology and haptic technology… Initial reaction from potential customers for these two product lines has been encouraging” – and the shares are currently at 0.04p, more than 50% higher...

Bearcast
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Tom Winnifrith Bearcast: who will win the US election this year and why it matters

You may not like my joy at Donald Trump beating crooked Hillary Clinton in 2016 but I called the vote correctly and explained in detail how and why I thought The Donald would win. It matters big time for equity investors who wins the General Election in November but also who triumphs in House and Senate races. I offer up my first detailed thoughts. Then I look at Amigo (AMGO), Intu (INTU), Novacyt (NCYT), Avacta (AVCT) and Open Orphan (ORPH). Finally, we are now at an amazing 65% of our keep Woodlarks alive rogue bloggers appeal target. With my big walk now just 5 days away thank you to those listeners who have donated. To those who have not please do so HERE.

CERP

Columbus Energy – “Phase 2 CO2 Trinity Inniss” adds another potential share price catalyst...

Columbus Energy (CERP) “is pleased to announce the start of Phase 2 of the CO₂ Pilot Project in the Trinity Inniss field”...

ACT

Actual Experience – argues “in a strong position”… but then was forecasting commencement of positive monthly cash flows during 2017!...

“Actual Experience plc (AIM: ACT), the analytics-as-a-service company, is pleased to announce its unaudited consolidated interim results for the six months ended 31 March 2020”… and the shares have currently responded to above 30p, approaching 40% higher...

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ANP

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ORCP

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