Fund manager and commentator Jesse Felder argues that precious metals have become particularly hated. Looking at what is hated is a good way to find opportunities. Gold still brings a lot of skepticism even though the fundamentals are clearly suggesting the need to own it.

Today we have news of a shocking transfer of unquoted crap from Woodford's flagship Equity Income Fund to Woodford Patient Capital Trust (WPCT). It may keep the FCA at bay on one point for a while but it is a joke that only serves to create fresh problems. And the RNS is misleading to boot on the issue of cash. Or lack of it. As I noted yesterday, the FCA would not tolerate this nonsense from any other fund manager but its pressure is forcing Nomates to act in an increasingly desperate manner. If you enjoyed this podcast please support the EIGHT rogue bloggers for Woodlarks with a small donation HERE

I was at an event yesterday and found myself repeating that well known maxim that 'half of advertising spending works...I am just not sure which half'. I was reminded of this by the numbers from advertising behemoth WPP (WPP) this morning…

Early this year we showed the top shorted London-listed shares at the start of 2019. How's the performance following February? (those in bold remain from 2018)...

Hello Share Masters. Today I return to an old favourite because its value continues to rise in the sea of our biggest companies, which is pretty choppy at the mo. But Legal & General (LGEN) continues to put on weight on an almost daily basis. The share has now put on a fifth of its December value - which is substantial progress for a jumbo stock...

I start today's podcast with an expansion on the themes in today's Tomograph, why I am so depressed about the currupt and rotten state of the West. I discuss Kenmare (KMR) and naked NEDs and then look at Neil Woodford with reference to today's IPO of Proton Partners (PPI). If this was any other fund manager the FCA would have moved in to replace him by now. If you enjoyed this podcast please support the EIGHT rogue bloggers for Woodlarks with a small donation HERE

Well, you can’t say you have not been warned! ShareProphets AIM-China Filthy Forty member (one of the few remaining) Walcom (WALG) warned yesterday that Trading in the first two months of the financial year has been significantly below budget. But that was the minor issue, as its defaulting customer still hasn’t paid up. Walcom is pretty specific over its predicament;

Shares in Dillistone Group (DSG) are currently down noticeably today – towards 40p. Earlier in the week they were rising towards 60p – but then yesterday an intra-day (3:30pm) “Trading Statement, Update & Notice of Results”…

“Proactis Holdings PLC (PHD), the global spend management and B2B eCommerce solution provider, announces that the group expects to report order intake of £5.8m (2018: £5.5m) of total contract value for the 6-month period ended 31 January 2019 and revenue of approximately £27.7m (2018: £26.4m)”. The shares have responded... currently to around 60p – down more than 45%!...

morning the second of two Norwegian Neil Woodford dogs reported numbers to December. Thin Film (OB:THIN) announced more losses and SFA turnover in the wake of the abrupt departure of Richard Bernstein’s (of Crystal Amber)  announced on Monday. Idex (OB: IDEX) managed more or less the same, although it raised $25 million recently so at least it has cash to burn.

Alba Mineral Resources (ALBA) has updated following the operator of the Brockham oil field, Angus Energy (ANGS) updating on its operations – including stating on Brockham “the company welcomes this news as it will greatly speed up the process of re-starting production”…

With its sister company, Karelian Diamonds (KDR) having published interims a couple of weeks back showing balance sheet in all sorts of trouble, this morning Conroy Gold and Natural Resources (CGNR) took its turn – where we find the same problem, and some class comedy from the good it’s the way I tell ‘em Professor.

Since my October 2017 write-up, shares in Merlin Entertainments (MERL) have been stuck in a 300-400p range...and quite rightly so as the company has neither done terribly or wonderfully in the interim. Today's full year 2018 update saw most metrics creep forward…

The market has been slaughtering even the larger companies over any sort of disappointing results recently, but for me that further strengthens the argument to buy shares in Centamin (CEY).

Hello, Share Gatherers. The share price of Lloyds Banking Group (LLOY) has been creeping up. At Christmas, it was around 50p and it’s now around 63p. And how has its big rival Royal Bank of Scotland (RBS) done in the same period? Its Yule price was 206p and now it’s 263p...

“Beeks Financial Cloud Group plc (AIM: BKS), a niche cloud computing and connectivity provider for financial markets, is pleased to announce its unaudited results for the six months ended 31 December 2018” and CEO Gordon McArthur concludes “with an established and growing customer base, high levels of recurring revenue and strong market drivers, we are confident in delivering a successful outcome for the year ahead”. The shares have responded, er… to around 100p – more than 20% lower!...

This was the $105 million deal, announced in July, that was meant to complete on December 7, then January 31 , then February 20 and now… well it appears China based TUS does not have all the moolah it needs yet. 

Mobile content retailer in Argentina and India, Mobile Streams (MOS) “is pleased to announce a fundraising of £140,000… at 0.35 pence per subscription share”, with CEO Simon Buckingham “delighted by this increased support from our existing investors. We are excited by the potential to launch our mobilegaming.com games services in the large Indonesian market”. Hmmm...

In this bearcast I comment on Bluejay Mining (JAY) although my main commentary on it is in a seperate podcast HERE, Metals Exploration (MTL), and Nostra Terra (NTOG). I also look at Ted Baker (TED), TekCapital (TEK) and Alien Mining (UFO) with its new Nomad, London's worst, Roland "Fatty" Cornish.  If you enjoyed this podcast please support the EIGHT rogue bloggers for Woodlarks with a small donation HERE

Goldplat (GDP) has announced results for its half-year ended 31^st December 2018 including “profits from operating activities continue to improve after a very poor first quarter. Sourcing of material for Goldplat Recovery Ghana and finalisation of funding for Kilimapesa Gold are the immediate issues facing Goldplat”…