ShareProphets

Sunday 30 April 2017 The one stop source for free breaking news, expert analysis, and videos on AIM and LSE listed shares


9 January 2013, 01:22 | By Tom Winnifrith |

Domino’s Pizza – Serving up a Tasty Trading Statement

Domino's Pizza (DOM), now a FTSE-250 constituent, has been a stellar recommendation from me historically during my 12 years at t1ps.com, but I am currently nervous about the UK economy and consumer spending outlook. Does that dim my faith?  

9 January 2013, 01:04 | By Steve Moore |

Blinx: KoldCast TV deal announced – Speculative Buy

AIM-listed blinkx plc (BLNX), which describes itself as “the world’s largest and most advanced video search engine” , has today announced a further partnership deal – this with KoldCast TV, an international television network of original entertainment programming.

9 January 2013, 01:02 | By Tom Winnifrith |

Dignity – Death is not a one way bet

AIM listed Funeral homes group Dignity (DTY) is one of those companies whose shares always look expensive, but then always seem to head higher. You always kick yourself for not buying the stock, after all we have an ageing population and so death ( like taxes) looks a sort of one way bet. As it happens, that is not the case. At a share price of £11.02 the company is now capitalised at £603 million. Is this justifiable?

7 January 2013, 01:00 | By Tom Winnifrith |

Wandisco – a 2014 PE of 103 but might still be cheap

Normally I would consider that a company that will be loss making unto, calendar 2014 but which at 493p trades on a 2014 PE of 103 would be a slam dunk sell. Wandisco (WAND) is just that company and it cannot be described as a tradition Benjamin Graham style value investment. But before Lucien Miers thinks about shorting the stock, I suggest that he reads on. This is not as simple as it sounds.

7 January 2013, 00:27 | By Tom Winnifrith |

Ruspetro: A shocking profits warning – what is fair value?

Ruspetro (RPO) has already served up a profits warning in 2013 and for its timing as much as its substance it is already in line to win an award for the biggest shock of the year.  The shares closed Friday at 83.5p, valuing the firm at £278.4 million but given that the release went live at 6.30 PM the stock will be hit hard on Monday. At what point should you buy if at all?

5 January 2013, 00:29 | By Tom Winnifrith |

Is Xcite Energy a speculative buy?

Shares in AIM and Canada-listed Xcite Energy (XEL) hit 395p in January 2011 as it reported on a successful “transformational well” drill on its flagship Bentley oil field in the UK Northern North Sea, 160 kilometres east of the Shetland Isles. However, market disappointment at a 10th May 2011 reserves report on Bentley saw the shares fall from 316.5p to close at 110p just seven weeks later. They hit a low of 67.5p in July 2012 and currently trade at 92.75p – capitalising the company at approaching £270 million. The stock is a darling of the Bulletin Boards. But is it good value?

4 January 2013, 22:16 | By Robert Sutherland Smith |

Barclays – Time to bank gains: The yield is too low

Because the yield is too low for a bank (in historic terms), Barclays Bank (BARC)shares are clearly viewed by the market as a ‘momentum’ stock; the elementary investment principle being, that because the shares are going up, buy some more? 

4 January 2013, 00:58 | By Tom Winnifrith |

Centamin: Is it exporting gold or not?

On 20th December fully listed gold miner Centamin (CEY) announced that “following the recently-announced export of gold and resumption of fuel supply, operations have now resumed at Sukari.” The market read this as meaning that output and cashflow generation was now back on track. The shares have thus rallied to 39.3p. But this morning, top broker Fox Davies has published a research report stating “We also understand that gold exports have again been suspended.” Well have they? A RNS statement from Centamin is called for pretty urgently. This is a critical matter but the answer does not matter but the episode reminds us of why the shares are a sell.

3 January 2013, 00:24 | By Tom Winnifrith |

Bellzone Mining: Good News & Hot sector but are the shares ahead of themselves?

Suddenly the price of Iron ore has picked up, spurred by a recovery in Chinese Demand. Iron ore stocks have responded with a number showing sharp gains in the past month. Among the winners is Anglesey Mining (AYM) but also Bellzone (BZM) which has assisted its cause with news on both of its projects in the West African country of Guinea. The Bellzone share price has pushed ahead by 3p to 16p over the past month valuing the company at £117 million but some brokers reckon that it could still double from mere. There is a bear case as well as a bull case.

2 January 2013, 00:22 | By Tom Winnifrith |

My 6th (of 7) tips of the year 2013: Buy Archipelago Resources at 60p

I promised you something for everyone in my 7 tips of the year 2013 and so I now bring you a profitable, cash generative gold producer with exploration upside. As a relatively low cost producer it will keep throwing off cash if the gold price does noting or even falls. At the current gold price it looks very cheap but if, as I expect, gold moves ahead sharply it is very cheap indeed.  My sixth tip of the year 2013 is Archipelago Resources (AR.) which, at 60p, is capitalised at £345 million. This is a stock where at $2000 gold you will double your money within a year.

1 January 2013, 00:14 | By Tom Winnifrith |

My 5th (of 7) tips of the year 2013: Buy Advanced Computer Software at 75.75

I promised you something for everyone in my 7 tips of the year 2013 and so I now bring you a profitable, very cash generative growth stock with strong defensive qualities and great ( largely contracted) earnings visibility which is very much a growth play. It is run by a bird who is the smartest cookie in tech and has a great track record over many years and although the shares may look highly rated they, in my opinion offer 54% upside on a one year view.

29 December 2012, 00:12 | By Tom Winnifrith |

Tip of the year 2 (of 7) – Buy Kryso Resources at 32p

In the vein of providing something for everybody, my second tip of the year is a gold company, AIM listed Kryso Resources (KYS) at 32p. Modestly, I should point out that I first recommended this stock at 13.25p on t1ps.com (my former website for 12 years before I started my new Nifty Fifty venture) in 2007 and so those who took that advice are already well ahead.  But the best is yet to come. Kryso is not yet a producer but by next Christmas it will be

28 December 2012, 00:11 | By Tom Winnifrith |

Tip of the year 1 (of 7) – Buy S & U at 915.25p

Over the next seven days I shall serve up seven tips for 2013. There should be something for everyone. In assembling this magnificent seven I start with company fundamentals and price. But I also take into account my macro-economic assumptions for the next 12 months. And, I am sorry to say, that I am not terribly cheery. I do not see UK GDP growing rapidly. Credit will be hard to obtain and consumer spending will not be strong. As such there is some merit in starting with a solid defensive play and that brings me to fully listed S&U (SUS) at a share price of 915.25p.

28 December 2012, 00:08 | By Tom Winnifrith |

Greggs – A bad 2012, 2013 will be worse: change of stance

I have always been a fan of Greggs (GRG) the UK’s largest retailer of sausage rolls, puff pastries and all the other sort of comfort food that helped me to become a diabetic. The company has always had net cash, benefitted from operational gearing and delivered solid year on year earnings increases. But in 2012 things appeared to start to go slightly awry and the share price has fallen from 550p at the start of the year to 458p. As recently as 7th November I foreasaw a bounce ( at 470p) but I have been reviewing my assumptions about UK consumer behaviour. As such I apologise for that bad call, a volte face is on the way.I would like to buy this stock as fundamentally it is a good business serving six million Britons each week. But ....

25 December 2012, 00:03 | By Tom Winnifrith |

Aquarius Platinum – A Biblical Set of Plagues survived – now the recovery?

I have tipped fully listed ( and JSE listed) Aquarius Platinum (AQP) three times in my life: once at Red Hot Penny Shares and twice at t1ps.com. Each time we have sold and booked handsome gains but the past 12 months have seen the company have to weather a series of plagues reminiscent of a biblical torment. 

22 December 2012, 00:04 | By Tom Winnifrith |

Highland Gold: A 2013 Recovery Play?

Like many junior miners, AIM listed Highland Gold Mining (HGM) has seen its share price decimated during 2012. The stock traded at 197p at the start of the year but now sits at 91p valuing the Russian based gold producer at just shy of £300 million. Indeed during the past few weeks as folks have worried that the great bull run in the gold price is about to end the shares have lost 20%. I do not think gold is heading lower. So is Highland a recovery buy or is the sell-off only just beginning? I sense we may be close to the bottom.

21 December 2012, 00:06 | By Tom Winnifrith |

Domino’s Pizza – a buy ahead of results?

During my twelve years at t1ps.com I tipped fully listed Domino’s Pizza twice. The first time was in June 2001 at 62p – I advised selling at 693p in 2007 (a gain of 1018%). The next time I tipped the shares at 193p in July 2008. The share price is now 494p. Not a bad return for share tip given that there is a decent dividend stream on top. But now we face not only a Christmas trading statement * due out January 8th) but also full year numbers (for the 53 weeks to December 30th) which will be out on 25th February. I am a bit nervous about soft consumer spending, fearing that on the high street at least Christmas will be a washout. So what should one do with Domino’s which is today capitalised at £810 million.

20 December 2012, 00:01 | By Tom Winnifrith |

Buy Impellam after Trading Update

AIM-listed staffing and outsourced support services company, Impellam (IPEL) is a big success from my time at t1ps – the website I founded in 2000 and edited until September of this year when I departed to launch the Nifty Fifty offering. I recommended the shares on t1ps at a share price of 40p in September 2009. Today the stock trades at 315p valuing the company at £141 million after a trading update yesterday. This is still a great long term buy.

19 December 2012, 23:58 | By Tom Winnifrith |

Buy EMED at 10.375p after EGM Review

An EGM held in Toronto on December 19th has given approval for Aim and TSX listed copper mine developer EMED (EMED) to go ahead with a $50 million financing package from metals group Red Kite including a share investment at 14.8p. Shareholders have also been treated to an update on the development of the Spanish Rio Tinto project from CEO Harry Adams.

27 November 2012, 23:56 | By Tom Winnifrith |

Gable: New business announcement – starting to sparkle

AIM-listed non-life insurance company, Gable Holdings (GAH), has been something of a star share price performer recently – the shares having commenced 2012 trading at 22.125p and now at a year high of 39p. I first recommended these shares on t1ps.com, the website I founded in 2000 and edited until this September when I left to start the Nifty Fifty, at 18.5p in July 2006 – so this has been something of a slow burner which is now sparking into life as a red hot penny share. This is particularly gratifying as I gave an updated view on the company last month, with the shares then at 31.5p, concluding that “the shares would not be particularly expensive at double current levels and believe there materially more gains to come for shareholders here. Still a buy at up to 37p in my view with a target of 60p”. The following reviews a new business announcement from the company today and the outlook from here...

29 April 2017, 10:15 | By ShareProphets |

The April edition of the UK Investor Magazine is live - UK Investor Show edition

The April edition of the UK Investor Show Magazine is live featuring Metal Tiger, BMR, Harley Investments, Action Hotels and much more.

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23 April 2017, 10:38 | By Pizza Hardman Darren Atwater |

New Bulletin Board Moron of the Week Contest - sponsored by MoneySwap

This week's contest is graciously sponsored by MoneySwap, the Filthy Forty constituent that has this week requested to be dropped from the AIM market.

23 April 2017, 10:15 | By Steve Moore |

Imaginatik – what’s with the radio silence?

I previously updated on Imaginatik (IMTK) following results for its half year ended 30th September 2016. Those showed further underlying cash burn seeing cash to a low level, though noted recent improvement. However, I noted the company also stating it was now further “investing in our sales and marketing resources and technology suite”. Having released trading updates on 9th March 2016, 11th February 2015 and 14th April 2014, what about this year?...

23 April 2017, 10:34 | By Nigel Somerville, the Deputy Sheriff of AIM |

A look at the record of Advanced Oncotherapy's Exec Chairman

AIM-listed Advanced Oncotherapy (AVO) Exec Chairman Dr Michael Jeffrey Sinclair has, according to the OpenCorporates.com website, served as an officer of 155 companies over his illustrious career. With Advanced Onco facing a few issues of cash as it tries to get its Harley Street facility installed and running, it is perhaps worth a gander through this record. Here are the first 29 listed on the OpenCorporates.com website (actually it is 30, but one appears to be a double entry so has been removed).

23 April 2017, 10:05 | By Pizza Hardman Darren Atwater |

Notes from Underground: Well, that was quick

After all the fussing and moaning about Tom leaving the site to pick olives or raise snakes or whatever it is he's doing, and following a spectacular week where the most popular story was written by yours truly, we have come to what we all expected in the first place. The number one story this week is General Election June 8th - Surely there is no doubt as to the outcome, there is no uncertainty now, written by one Tom Winnifrith.

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23 April 2017, 10:22 | By HotStockRockets |

Metal Tiger – slightly delayed fundraising completes, shares recovering - buy

On tipping shares in Metal Tiger (MTR) earlier this month, we noted an oversubscribed (initially £3 million, but then £4.29 million) fundraising through well-known North American natural resources name Sprott. Tiger has now announced the closing of the funding…

23 April 2017, 10:09 | By Lucian Miers |

More Red Flags at BNN Technology

BNN Technology (BNN) published its Annual Report last week along with an update on its current cash position and the appointment of a new Non-Exec Chairman. The share price has rallied 6% but is still shy of the 80p at which broker Mirabaud recently raised £25 million - and, looking through the bluster, there are some serious issues that holders might care to consider.

25 April 2017, 12:08 | By ShareProphets |

TODAY: Patience, patience, patience and yet more patience - that is the key to making money from shares

Making money from shares is simple. Well it should be. Buy cheap. Hold. Hold. Hold. Hold, and finally sell when the shares have delivered you big gains. Where so many folks go wrong is getting impatient and not being prepared to hold, hold, hold. Let us tell you about Symphony Environmental (SYM) which we tipped at a 6.75p offer just over three years ago. It did nothing for ages....

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23 April 2017, 10:12 | By Darren Atwater |

Video: Andrea Cattaneo, CEO of Zenith Energy, presents at UK Investor Show 2017

In this video from the storming success that was the 2017 UK Investor Show, Andrea Cattaneo, CEO of Zenith Energy (ZEN), is at the podium. And make sure that you keep April 21 2018 free for next year's UK Investor Show.

23 April 2017, 10:19 | By Darren Atwater |

Video: Fernando de la Fuente of W Resources presents at UK Investor Show 2017

In this video from the storming success that was the 2017 UK Investor Show, Fernando de la Fuente of W Resources (WRES) is at the podium. And make sure that you keep April 21 2018 free for next year's UK Investor Show.

23 April 2017, 10:36 | By Darren Atwater |

Video: Chris Bailey and Johnny Hon discuss: Is China a Fraud-ridden bubble at UK Investor Show 2017

In this video from the storming success that was the 2017 UK Investor Show, Chris Bailey of Financial Orbit and Johnny Hon of Global Group discuss: Is China a Fraud-ridden bubble? And make sure that you keep April 21 2018 free for next year's UK Investor Show.

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24 April 2017, 08:26 | By Darren Atwater |

Winner of the Bulletin Board moron of the Week, sponsored by MoneySwap

Truly, there are no winners from the pool of Bulletin Board morons, only those who succeed in making our eyes roll the furthest.

23 April 2017, 10:37 | By Darren Atwater |

And the winner of the Labour Benefits caption contest is:

Friday, we asked you to caption the photo inside in recognition of the snap election. The results seem to show that ShareProphets readers are neither Labour voters nor CloudTag fans. 

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24 April 2017, 08:12 | By Malcolm Stacey |

I'd Like to Be In Amerisur. Well, Actually I Already Am

Hello Share Snappers. It’s a bit disconcerting when you elect a share to bring to your notice and then find it appears on the list of most shorted shares on this stupendous website.

24 April 2017, 08:14 | By Darren Atwater |

Video: Nigel Wray and Tom Winnifrith invest £8000 in two AIM shares to benefit Woodlarks at UK Investor Show 2017

In this video from the storming success that was the 2017 UK Investor Show, Nigel Wray and Tom Winnifrith invest £8000 in two AIM shares to benefit Woodlarks. And make sure that you keep April 21 2018 free for next year's UK Investor Show.

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24 April 2017, 08:20 | By Darren Atwater |

Video: Paul Scott finds Nigel Wray's and Paul Mumford's investment strategies at UK Investor Show 2017

In this video from the storming success that was the 2017 UK Investor Show, Paul Scott finds Nigel Wray's and Paul Mumford's investment strategies. And make sure that you keep April 21 2018 free for next year's UK Investor Show.

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24 April 2017, 08:27 | By Tom Winnifrith |

African Potash - the legal case for victims of the fraud almost underway

Before I call it a day I want to see the victims of the African Potash (AFPO) fraud get some of their money back, even if some of those victims were fairly beastly to me as I exposed the fraud. Friday's bombshell from Potash shows the game is up but the big frauds happened before this worthless enterprise was booted off AIM. To that end I have been working to help put together a legal action. That action is now almost underway and Peter Petyt, the man running things, wrote to more than 50 victims who have come forward at the weekend. If you lost money and want to try to get it back it is not too late to contact Peter. His letter & contact details follow.

29 April 2017, 10:15 | By ShareProphets |

The April edition of the UK Investor Magazine is live - UK Investor Show edition

The April edition of the UK Investor Show Magazine is live featuring Metal Tiger, BMR, Harley Investments, Action Hotels and much more.

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29 April 2017, 10:15 | By Darren Atwater |

28 April 2017, 09:07 | By Tom Winnifrith |

House Price crash on the way? New data from Nationwide

I told you so. Many times. Property is a global asset class. The price of top-end properties in London is linked to those in San Francisco, New York & Vancouver. And the Chelsea ripple means that where London leads the rest of the UK follows. Put simply, if smug bastards in Islington cannot cash in their flats they won't be buying townhouses in Clifton, Bristol. And if smug bastards there can't cash in they wont be buying small houses for their ghastly brats in poorer parts of Bristol. Etc. etc. etc.

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28 April 2017, 09:10 | By Tom Winnifrith & Steve Moore |

Petropavlovsk - Q1 2017 production results further boost shares

Petropavlovsk (POG) has announced first quarter of 2017 production results supporting a level of production towards the top end of the 2017 forecast of 420,000-460,000 ounces of gold…

28 April 2017, 16:04 | By ShareProphets |

Rick Rule: This Bull Market in Gold Is in its Infancy, A Lot Of Money Is About to Be Made!

Rick Rule of the world's biggest resource investors, Sprott, is bullish He sees a very interesting market, which flirted with an upside breakout, that failed. He feels the GDXJ took quite a hit, damaging momentum traders expectations, in the near term that damage will likely increase. The opportunity this summer is in capital that is increasingly supplied by the ETF’s, towards the GDXJ components. The non GDXJ components are left lagging and that could be an arbitrage opportunity. You should see mergers and acquisitions with the components acquiring the non-components.

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28 April 2017, 09:10 | By Steve Moore & Tom Winnifrith |

Reach4Entertainment - 2016 results show growth, but there’s a sting in the tail

Reach4Entertainment (R4E) has announced results for the 2016 calendar year and that “we are enthusiastic about the growth prospects that our new initiatives will bring”, although there is somewhat of a sting in the tail…

28 April 2017, 10:59 | By Steve Moore |

PhotonStar LED – shares 'roof it' on a “proposed roll out” announcement. Hmmm…

Shares in PhotonStar LED (PSL) are currently roofing it on the back of a “Proposed roll out of Halcyon IoT platform” announcement. Let’s review…

29 April 2017, 10:15 | By Cynical Bear |

Nektan – Why I despise the Daily Mail: Reason no. 423

I know I shouldn’t have too much sympathy for the retired bigots that read the Daily Mail but its recent tipping of Nektan (NKTN), which will no doubt cost its loyal readers a few quid, is yet another reason to boycott the rag.

29 April 2017, 10:15 | By Lucy Wray |

Lucy Wray: UK Investor 2017 the biggest & most exciting yet - Great reasons to book NOW for April 21 2018!

UK Investor Show 2017 was three weeks ago and was our biggest event yet. The 15th anniversary party got rave reviews from attendees. But fear not the 16th show , UK Investor 2018 on April 21 will be even bigger and better and there are compelling reasons to book your seats NOW.

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29 April 2017, 10:02 | By ShareProphets |

Table of shorted AIM shares - week to 28/04/2017

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

29 April 2017, 10:03 | By HotStockRockets |

Kefi VAT Refund - Good news in two ways: Buy at up to 6.5p, target 13p+

KEFI Minerals (KEFI) has announced that it has finally received a VAT refund from the Ethiopian Government of $1.3 million - call that £800,000. This is good news for two reasons.

28 April 2017, 08:18 | By Darren Atwater |

New Caption Contest: UKIP's Paul Nutter confirms he is standing in General Election edition

Caption this polished politician in the comments below. The deadline is midnight tonight.

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29 April 2017, 09:53 | By Malcolm Stacey |

Why I Think You Might Care to Ride the Bull a Bit Longer

Hello Share Squinters. With another boring bank holiday on our plate, when the stock market can provide us with no daily thrills, it’s an opportunity to look at the macro world of share shifting. And despite the many voices who say that shares are overbought and cruising for a bruising, I add a word of caution about selling too soon.

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29 April 2017, 10:14 | By Lucian Miers |

Sell Restaurant Group, 353p does not reflect the risks

Restaurant Group (RTN), owner of the Frankie & Benny's and Chiquito brands, has been struggling to turn itself around for a while now as it attempts to combat falling sales and somewhat tired brands.

28 April 2017, 09:10 | By Nigel Somerville, the Deputy Sheriff of AIM |

Advanced Oncotherapy draws second tranche of Bracknor funds but who is paying for what at Harley Street?

AIM-listed Advanced Oncotherapy (AVO) has announced this morning the drawdown of the second tranche of £1.3 million (nominal - £1.235 million after the 5% discount) on its convertible loan note (aka death spiral) package with Bracknor. Good news – the lights will stay on for a few weeks extra. But the second half of the statement is a bit of a puzzle, raising more questions than it seemingly tries to answer.

29 April 2017, 10:00 | By ShareProphets |

ShareProphets readers tips for 2017 competition - end April update

Having asked for readers tips for 2017 for the amazing prize of a meal with Tom Winnifrith (or the chance to fob it off on someone you don't like) HERE, the following is a monthly update on performance (to be eligible needed to have selected, on a per username basis, a buy & sell pick from the LSE or AIM Casino and the stocks not to have been suspended at the commencement of 2017)...

28 April 2017, 07:51 | By Malcolm Stacey |

Whirling Merlin Adds a Magic Touch with Themed Hotels

Hello Share Swappers. I’m not sure whether I’ve ever commended Merlin Entertainments (MERL) to your further examination, so let me do so now.