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Latest News

Gold

Gold is currently at a historical low & Netflix is the canary in the coalmine

Netflix shook markets in the week in what can only be described as a wake up and smell the coffee moment...

WPCT
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Neil Woodford’s WPCT and Equity Income Fund – about that transfer of Atom Bank & the missing links

Call me a total pedant, but a question seems to arise over the transfer of shares in Atom Bank from Neil Woodford’s Equity Income Fund (WEIF) to Woodford Patient capital Trust (WPCT) as announced on 1 March 2019.

IQE

Reader Poll: IQE appoints new Nomad and broker so what price is the bailout placing?

We warned you two days before the most recent profits warning from IQE that one was on the way, HERE,  and when it arrived it meant that the company was a slam dunk cert to need a bailout placing. Today we discover that Canaccord has been axed as Nomad and replaced by Peel Hunt while Citigroup joins the party as co broker. This can only mean one thing, that bailout placing is imminent. So with the shares at 52.4p on Friday (and overvalued at that) at what price do you think the placing will be at? Vote below with a deadline of midnight tonight.

JIM

Jarvis Can Be Cocker About its Results and the Future could Be Bright

Hello Share Twirlers. One of the many consequences of the collapse of Beaufort Securities is that I had to find several other brokers. I needed to spread my shares around without falling foul of the FCA’s rather modest cut-off limit for compensation should a broker hit the skids. One of the companies I chose was Jarvis Securities (JIM)...

Professor

Sunday Long Reads: Brand new apple (not the company), Dot Com Don, Sonny Liston, Conjoined Twins, French Cusine

Is there anything better than sitting back and reading a well-written article on a lazy Sunday? Every week ShareProphets features some long form journalism that you'll find of interest. Grab your cuppa and enjoy these five articles.   

Bearcast
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Tom Winnifrith Bearcast: WPCT directors find their hand forced and cover their arse's on Atom

My voice recovered a bit and so I squeeze out a bearcast covering all developments Neil Woodford including the fury of a lapdog journalist scorned (Jeff PressTrip) but also the awful problems WPCT faces as shown by the Atom Bank news. Put simply, a hopelessly compromised board cannot save this ship.

HDY
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Im not a fan of shares in cash shells, but Hardy Oil could offer future speculative value

Hardy Oil and Gas (HDY) has been getting a bit of attention recently with news of a deal to sell all of its assets, which was then followed by a higher priced bid from another party.

Piers
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EXCLUSIVE: Shamed Dragon's Den flop Piers Linney of Outsourcery infamy wants to teach you how to create a winning business!

What next? Boris Johnson running courses on marital fidelity, Bill Clinton lecturing us on women's rights with his pal Jeff Epstein? i despair. Anyhow, former BBC media darling, Dragon's Den flop Piers Linney claimed to be worth £100 million despite the string of business failures we exposed here. At AIM Casino listed Outsourcery, which we relentlessly called out by myself as a POS and which went bust, Linney burned through £21 million of other folks cash. Now, as you can see below, he wants your cash to teach you about how to start and grow a business. Whatever....

MSMN
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Mosman Oil and Gas – A most impressive track record of crap investments. Sell

One of my first material engagements with ShareProphets was occasioned by Mosman Oil and Gas (MSMN) back in 2016. Tom Winnifrith reported on a letter sent to the FCA about Mosman telling porkies about contingent resources Mosman did not have - the company had no choice but to fess up as Tom noted here. Yep – I wrote that letter. I monitor what I call my Crap Quartet of stellar oily investment cases and Mosman is a cornerstone member by clear merit.

MTRO
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Weekend non-shocker: Metro Bank and St James's Place keep shooting themselves in the foot

I can tell you two sets of PR advisers who are having a nightmare Sunday morning: anyone involved in running the Metro Bank (MTRO) and the St James's Place (STJ) accounts.  Still - via reading this website over the last few months - neither of the PR nightmares will have come as a shock to all you readers.

Newsboy

Notes from Underground - Shout it loud, shout it proud

The ShareProphets Radio Show is the most popular item on ShareProphets this week. Which is great, but we want it to go so much farther.

Collapsing-Reactor
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Sell Netflix short as US Subscribers Back Off

Back in May, ten days before the end of that month’s savage sell off on Wall St, I suggested selling a Cannabis Index on the basis that it was likely to lead the market down and lag any gains in the other direction. I am pleased to say that despite the rip-roaring June to-date rally in the US markets, the IG Cannabis Index is now lower than it was at the end of May. It is still an outstanding sell here (the level on the IG Cannabis Index now is 904 but I am sure there are others). Following the same reasoning, I think Netflix (NASDAQ:NFLX) is an excellent short after yesterday’s 11% fall…

Bearcast
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Tom Winnifrith Bearcast: Versarien is not the new Quindell, it is not a fraud but it will end in tears

I start with a look at how well meaning Government intervention in the free market can often have dire economic consequences. then in light of 24 hours of abuse from Neill Rickets and his cultist followers I look at some of the Versarien (VRS) Red flags. 

Collapsing-Reactor

Redemptions Watch: Neil Woodford’s Income focus still slipping as redemptions total a third of the fund

This morning’s data from Morningstar shows that Neil Woodford’s Income Focus Fund dropped 0.27% of NAV per unit. That should have knocked the fund down from yesterday’s figure of £288.5 million to £287.7 million before redemptions hit.

BOO

Table of shorted AIM shares - week to 19/07/2019

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Dead-Donkey
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Red Flags at Night from the Woodfjord Kennel

I suppose releasing bad news t 6pm on a Friday is a bit of an improvement from releasing calamitous FY numbers at eleven minutes past one in the morning (yes, really!) but it is still very poor form from Woodford Dog Thin Film on the Norwegian OslosBors (THIN). And the news was indeed grim.

BLOE
premium content

Block Energy needs to prove the longevity of its operations by increasing reserves - currently it looks expensive

There is often an argument for letting your winners continue to run, but in the case of many natural resource stocks listed on AIM you are often better off taking a healthy profit whilst it is on offer.

Tumbleweed
premium content

Neil Woodford’s Equity Income Fund June report – nothing to see here

Like his Income Focus Fund (WIFF), Neil Woodford’s Equity Income Fund (WEIF) has released its June month-end report and the percentage holdings of the top ten have not been revealed. The top ten has hardly changed and the only notable movement is that the bank overdraft has gone. So what’s the story?

Fake_News

How I Plan to Exploit a Disorderly Brexit.

Hello, Share Turners. Recently I’ve been buying shares. This was partly because of the buoyant mood of fund managers I met at the UK Global Group Investor Show. But that was in the Spring and since then,it has become all too clear that Boris Johnson could be our Prime Minister. That has caused a change of mind and I will soon redirect into cash, partly at least. 

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CTAI

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