A bit better, only 1 coughing fit in 25 minutes. Thanks for all your best wishes. In today's podcast I discuss the threat of recession and what it means for your portfolio, a grilling for 'Arry of Kefi (KEFI) for you to take part in, all things Burford (BUR) with references to Avanti (AVN) and Quindell (QPP) and why I'm writing to the Nomad and AIM Regulation this weekend and Corero (CNS) which is a true shocker in every respect. We did warn y'all!

Previously writing on Corero Network Security (CNS), in January I noted 2018 disappointment follows 2017 disappointment, and 2019…, finishing I previously concluded, with a long track-record of cash burn and a market cap now of more than £45 million, my stance presently remains avoid / sell. The market cap is still currently slightly higher, but the track-record is unchanged – and so too is my stance. Avoid / sell. The market cap was down towards £25 million at yesterday’s 6.3p share price close – and now “Trading Update”…

Bear raider Muddy Waters has issued a new dossier on Burford (BUR) which we publish in full below. It is a bit different. It is a report by ex CIA spooks QVerity Inc analysis the response of Burford to the original dossier and it concludes that the response was designed to mislead investors. Enjoy.

AIM-listed Burford (BUR) has acted apparently with undue haste to the accusation from Muddy Waters, which is short, that Burford’s Corporate Governance is a joke. Of course, Burford dismissed the claims but seems to have acted anyway. No accusation of panic, then…..

Neil Woodford suffered another terrible day yesterday. His Norwegian disrupter of biometric cards, Idex, reported another quarter of monster cashburn and it is clear it will need yet more cash, his Income Focus Fund (WIFF) was hammered in the markets, as was the Equity Income Fund (WEIF) to a lesser extent, Verseon slid further to just 12p bid, Kier (KIE) was slapped down by 11%.....but at least the Patient Capital Trust offered a marginal increase in NAV – although the shares were slapped down in the market anyway...

Plant Health Care (PHC) “is pleased to provide” an update on field trials of its PREtec peptide PHC279 for the control of Asian Soybean Rust in Brazil – and the shares have responded currently more than 50% higher, towards 9p…

I said early yesterday morning that there was an awful lot of bad news still in the pipeline for Neil Woodford. And then his revolutionary cards outfit Idex of the Oslobors precinct reported. Needless to say the results are pretty awful and the tin will be rattling again very soon...

Hello Share Takers. Some construction giants have taken a share drubbing in the last couple of years. But Balfour Beatty (BBY) is now on the front foot – and likely to stay that way in my humble opinion...

The responsibility for submitting forms relating to changes in percentage ownership lises not with a listed company but with an investor. Thus though Management Resource Solutions (MRS) is a worthless piece of crap which should have been booted off Aim for numerous wrong-doings, as we have detailed HERE, this is not its fault.

Westminster Group (WSG) has announced results for the first half of 2019 emphasising “a significant move forward” and “we look forward to a strong full year performance significantly ahead of 2018”. The shares have not really responded though – currently remaining sub 10p…

Have you lost money being long and wrong on litigation funder Burford (BUR). Fear not, how about joining a class action with other victims to sue the company? US sharks, sorry lawyers, Schall Law is hear to help.

Nanoco Group (NANO) has updated including “unaudited revenues of £7.3m for the year ended 31 July 2019 were more than double FY18 and slightly ahead of market consensus expectations… cash position at 31 July 2019 was £7.0m, an increase of £0.8m since 31 January 2019” and “the completion of the new Runcorn facility and the waiver of the contract liability leaves the group with a significantly expanded asset base and production capability across a wider range of market sectors”. However, the shares remain sub 12p – down from circa 40p as recently as June!…

A cornerstone of the Muddy Waters attack on Burford (BUR) is that it booked 2013 profits on a case its client Napo lost and, as we showed here lost before the accounts were finalised. Burford’s defence is that this refers to a different Napo case but it failed to say which one. Well, reader Drunken Sailor has – I think found it. Sadly this second case fails to substantiate the Burford rebuttal at all, it makes it look even weaker. Over to Drunken who posts…

I have written about GVC Holdings (GVC) a number of times this year, after making it one of my tips of the year back in late December. I have been critical on many occasions this year, predominately because of the ludicrous share sale by the Chair and CEO just days after loving up the full year numbers and prospects. Rather appropriately the share sale was at 666p. The number of the beast, indeed! Today's interim numbers read well on an overall basis...

Vela Technologies (VELA) has updated on “Completion of investment in Portr Limited” and “Proposed further investment by Director”…

Another bad day in the markets saw Neil Woodford’s funds having more of a mixed day. His Equity Income Fund lost 0.25% and closed below £3.2 billion but Income Focus managed to buck the trend and put on a tiny 0.03% in NAV per unit and even Woodford Patient Capital (WPCT) showed a modest gain when its NAV per share statement was released yesterday...

Osirium Technologies (OSI) “is pleased to announce the first customer for its new innovative privileged robotic process automation solution, Opus, which was launched in May of this year” and that Opus “is generating interest across DevOps, NetOps and outside IT in business teams”. The shares though are unchanged at 59.5p. Hmmm…

Hello Share Placers. The United Arab Emirates seems to be attracting a bad press at the mo, for reasons which are all over the news bulletins. So we need not go into them. Nevertheless, today’s commendation from moi is for a company based there...

I am not well as the repeated coughing implies. I have self diagnosed and think I may have bronchitis. Anyhow apologies for more coughing today. In the podcast I look at Tomco (TOM), Conroy Gold (CGNR), Sports Direct (SPD) and at Kier (KIE).

Video security systems group IndigoVision (IND) has announced results for the first half of 2019 emphasising “return to profit in H1, the first time this has been achieved since 2014” and “momentum in the business”. Sounds encouraging…