Tom Winnifrith: The Top short sellers, bears and fraudbusters all together on April 1 - don't miss out
Published 3 days ago
Hello Share Smackers. After a long - and for me nervous - wait, the full results for IQE (IQE) are in. And as I predicted on this terrific website, the shares fell on the announcement.
Published 5 days ago
Small AIM outfit Zinc Media (ZIN) released its interim results last week and trumpeted that it is continuing to move in the right direction, but I would question whether the turnaround is happening fast enough to make the shares attractive.
Published 17 days ago
Copper has been showing some signs of weakness in the past week or so following an unstoppable rise from around $2/lb during the early part of 2016, and despite the pullback it is still trading much higher, at around $2.62/lb, as I write this piece.
Published 18 days ago
Most recently writing on RedstoneConnect (REDS), I concluded that there looked to be continuing encouraging trading momentum and, at 1.425p, the shares were for watchlists. They were little changed on the noted share price level – before a “Trading Statement” announcement this morning…
Published 18 days ago
Hello Share Thrashers. In the past I’ve commended you to look at JD Wetherspoon (JDW). My reasoning was that average families, like mine, cannot do without it.
Published 26 days ago
Starcom Systems (STAR) has just released a trading update which shows that progress is still slower than expected in terms of growth and actually making the company profitable.
Published 30 days ago
Hello Share Plodders. For a year or two now I've been saying that British banks are worth a re-look, if only because the number of fines and compensatory payments are bound to diminish soon. Now it looks as though the bank shares I've been suggesting most are set to rattle ahead even faster than the last few weeks. And their recent progress has already been encouraging.
Published 31 days ago
Having to-date been sceptical on shares in chocolatier and retailer Hotel Chocolat (HOTC), I note they currently higher on the back of results for the company’s half-year ended 25th December 2016...
Published 31 days ago
Hello Share Mashers. Are you ready to give another chance to a great British giant of the High Street? One such outfit, in my humble opinion, is WH Smith (SMWH).
Published 32 days ago
Having previously concluded on shares in Lighthouse Group (LGT) at 11.75p that they could prove good value, I note that they are currently higher today on the back of a results announcement for the 2016 calendar year…
Published 32 days ago
Previously writing on Goldplat (GDP), I concluded that I continued to expect more to come as the shares rose back above 6p. The following updates with they currently up to 6.625p on the back of results for the six months ended 31st December 2016…
Published 34 days ago
AIM-listed investment company Tern plc (TERN) released its results for calendar 2016 on Friday. On the face of it the numbers, delivered with commendable speed, were excellent and with the shares up by 14.5% on the day the market seemed to like what it saw. But I wonder just how hard the numbers really are.
Published 43 days ago
Marketing and market research group BrainJuicer (BJU) has announced results emphasising “strong performance in the first half of 2016 continued over the second six months” and “we are pleased with the continued progress across the business and remain confident in its long-term potential”. However, the shares have responded lower to sub 700p…
Published 51 days ago
Hello Share Scrapers. Already this week, I’ve brought to your notice DCC (DCC), a Footsie distribution giant. I’m so cheerful about the sector, I bring you another one which is also in the big 100 club.
Published 63 days ago
With a trading update last month having sent shares in market research group BrainJuicer (BJU) higher above 500p, a further update has now helped them to 675p…
Published 64 days ago
If it wasn’t for the fact that ordinary PIs will have lost a lot of money, the announcements and share price movements in Fitbug Holdings (FITB) over the last couple of days would almost be comical!
Published 65 days ago
Distil (DIS) is a company which I have been following closely for a couple of years – as well as holding shares in it myself.
Published 72 days ago
I concluded in August on shares in cross-border financial services provider, STM Group (STM) that for those looking for a small speculation, I reckon you could do a lot worse – and reiterated that in October. The company is now “pleased to announce a pre-close trading update”…
Published 82 days ago
Looking at the performance of many oil producers over the past few months you could easily be forgiven for thinking that their problems are over and all is rosy within the sector once more.
Published 85 days ago
Valuing small resource companies can be difficult, and often they will appear to be far cheaper than they really are. The bulletin boards, Twitter, etc are full of people extolling the virtues of the companies that they are invested in and pointing out that they should be worth far more than what the share price currently reflects.
Published 85 days ago
Hello Share Splodgers. Have you considered buying shares in Petrofac (PFC)? It’s one of the world’s biggest providers of infrastructure, including buildings and equipment to the oil and gas world.
Published 101 days ago
There is a saying that ‘revenue is vanity, profit is sanity’, and I have to wonder if there is a better example of this than tiny AIM listed betting company Webis (WEB)!
Published 105 days ago
Market research group BrainJuicer (BJU) has updated that it is “confident” of profit for the 2016 calendar year “above current market forecasts” - sending the shares more than 8% higher towards 540p…
Published 109 days ago
X-ray imaging for the security and industrial inspection markets-focused Image Scan Holdings (IGE) has announced results for its year ended 30th September 2016 – and the shares are currently slightly higher to 6.5p…
Published 113 days ago
Previously writing on video security systems group IndigoVision (IND), I concluded that although a market cap of sub £11.5 million suggested there potentially good value, trading concerns saw it for now remain on the watchlist. The following updates on the back of a “Trading Update” announcement...
Published 121 days ago
Hello Share Finders. Probably the smallest firm I invest in currently is Creightons (CRL). This has not deterred me from recommending it to you from time to time. Luckily, each time I bring it up, we seem to be rewarded with further gains.
Published 128 days ago
Marketing group Creston (CRE) has announced results for its half year ended 30th September 2016, but also that it is recommending a 125p per share offer from a company of 28% shareholder DBAY Advisors…
Published 131 days ago
Previously writing on Dewhurst (DWHT) on a February AGM update, I noted further negative macro read-across. The company has now updated including “whilst seasonal effects mean the company's second half is traditionally stronger than the first half, the effect in FY16 has been greater than usual”…
Published 132 days ago
Shares in ShareProphets AIM-China Filthy Forty play Aquatic Foods (AFG) put on 35% on Friday, following release of a third quarter trading update. Drilling through some of the numbers they seem to be impressive, begging the question of why an apparently profitable and cash-generative company which is drowning in cash worth about three times its market capitalisation would be considering its dividend policy, having chopped the half-year payment by 71%.
Published 134 days ago
On the back of an August AGM Statement from Castings (CGS) with the shares at circa 428p, I noted there looking an increased risk of short-term share price pain. The following updates on the back of the company’s Half-year Report, with the shares currently sub 400p…
Published 137 days ago
Hello Share Slurpers. After four years’ dedicated slog, I have finished my blockbuster crime/horror novel. So I've been sending it, one at a time, to literary agents. This is a scary moment, as it could mean four years down the pan. However, I have not made a great deal of money out of my shares over the last four years, either.
Published 142 days ago
Shares in engineering and technology recruitment group, Gattaca (GATC) are currently 15% lower today, at sub 300p, despite a results announcement emphasising “profits in line with market expectations”. Hmmm…
Published 142 days ago
You have to hand it to AIM-listed jam-tomorrow investment company Tern plc (TERN), this morning’s disposal news is a cracking outcome. Having bought a few bits of the now defunct Flexiant business out of administration over the summer for £75,000 we are told today that one of the divisions has been sold for $500,000. That is on top of a previously reported (in excess of) £90,000 of unpaid bills which were chased up. The only puzzle is why shares in Tern have slipped on the news, albeit only by a small amount at time of writing. Why the disappointment?!
Published 145 days ago
So far I have been wrong about Purplebricks (PURP), but despite that I still view it as over-valued at the moment.
Published 149 days ago
Goldplat (GDP) has announced an “Operational Update” for the three months ended 30th September, with CEO Gerard Kisbey-Green “very pleased with the progress made on all areas of strategic focus as we continue to improve our operational efficiencies, increase processing capacity and ultimately build our profitability”…
Published 150 days ago
I’ve been a fan of Sylvania Platinum (SLP) for some time now and it is a company in which I hold shares myself, and after the latest update I see no reason to change that stance.
Published 157 days ago
Hotel Chocolat (HOTC) co-founder and CEO, Angus Thirlwell emphasises “I am very pleased with our performance since we were admitted to trading on AIM in May this year. Our results are strong, the Hotel Chocolat brand has continued to strengthen and we have made good progress with our three strategic priorities of investing further in our British chocolate manufacturing operations, growing our store estate and developing our digital offering”. Let’s take a look…
Published 159 days ago
Previously writing on X-ray imaging for the security and industrial inspection markets-focused Image Scan Holdings (IGE), I concluded that the order momentum continues to interest, but I wait for further cash flow and balance sheet clarity before possibly taking a more positive position than on the watchlist. The company has now announced a “Pre Close Trading Update” for its year ended 30th September 2016...
Published 163 days ago
Hello Share Mashers. To my cost most of the time, I am drawn to buy shares in companies which have eye-catching names. For example, I remember with regret my ill-fated investment in a cartoon maker called Sleepy Kids. Which makes me a little wary of commending to you an outfit called Jimmy Choo (CHOO.L) However it has a few points in its favour to make it worth a look on grounds other than monicker bias.
Published 165 days ago
Having previously considered the valuation of RedstoneConnect (REDS, formerly Coms) looked rich, but the company’s growth potential exciting, I note results from the company for its half year ended 31st July 2016…
Published 165 days ago
Hello Share Plinkers. The old memory is not what it was, but I think I may have commended Easyjet (EZJ) to your further researches not so long ago. But stories change all the time, as Uncle Tom often reminds us, and circumstances have altered over the budget airliner.
Published 166 days ago
Hello Share Squashers. Intertek (ITRK) might sound like a new business for the technological age. It ain’t. It was founded in 1885 when Mr. Caleb Brett formed a marine surveying business to test and certify ships' cargoes.
Published 173 days ago
Hello Share Zappers. If you’ve had the misfortune to buy a new part for your boiler after your central heating failed to re-start this Autumn, you’ll know that bits and pieces of the plumber's trade can be quite pricey these golden days. I bet the makers of these essential things have quite a high margin of profit. After all, we know that the cost of some raw materials that make them are a lot lower than they used to be.
Published 176 days ago
Hello Share Fans. These days I find myself commending to your further investigation shares that I do not own myself more than shares that I do. One reason is that I feel it’s part of my job to explore promising companies which don’t always show up often on the City radar.
Published 177 days ago
Hello Share Scrimpers. When times become hard - and loads people are just not earning enough in these days of minimum wages and zero hour contracts - some things have to be gone without. One of these not-so-essential services is the provision of new clothes. Personally I’ve not bought any new threads for some time, due to a bursting wardrobe and the paucity of interesting new fashions these days.
Published 180 days ago
Outgoing Goldplat (GDP) Chairman Brian Moritz considers it “a pleasure to be able to report an improvement in both the production and profitability of Goldplat, led by the recovery operations”, though the shares are currently unchanged on the day at 5.75p…
Published 183 days ago
Having chatted to him in May, I was surprised to see an announcement earlier this month that “after nine years Gavin Lavelle has decided to pursue new opportunities and has stepped down as CEO” of Brady plc (BRY). The company has now also announced that founder Dr Robert Brady has stepped down as a non-executive director. Hmmm…
Published 190 days ago
Supermarket shares are to be treated cautiously in my view. I say that even though I am a long-term holder of Tesco (TSCO), Sainsbury (SBRY) and Morrisons (MRW). All are currently showing red in my portfolio.
Published 198 days ago
I wrote on provider of in-flight products and catering services to the airline industry, Journey Group (JNY) last month on a recommended 240p per share takeover offer - see HERE. I now update post publication of the company’s results for the first half of 2016…
Published 199 days ago
When it comes to smaller AIM listed gold producers, then Orosur Mining (OMI) looks to be one of the better ones around...
Published 205 days ago
Shares in Stilo International (STL) currently trade more than 9% lower today, at just over 7p, on the back of the company’s half year results announcement. This follows them also having fallen by more than 14% following the company’s announcement of 2015 results in March. Hmmm…
Published 206 days ago
Previously writing about Goldplat (GDP), I noted it remained on my watchlist ahead of further updates – including one the company stated would be “in the near future” on the final quarter of its year ended 30th June 2016. This update has now arrived…
Published 212 days ago
zamano (ZMNO) has announced results for the first half of 2016, with a first two “Highlights” of “sales increased by 80.2% to €18.748M” and “zamano continued to improve its balance sheet position, with cash of €7.430M at 30 June 2016”, so why are the shares currently further lower below 10p? …
Published 213 days ago
Shares in Goldplat (GDP) are currently more than 9% higher, at 6p, on the back of a “Trading update” announcement. The following reviews after previous comment from myself last month…
Published 213 days ago
Hello Share Thudders. Despite the huge falls which befell builders once the Euro-vote results were known, I keep faith with the bricks and mortar trade. The whole world seemed to feel that Brexit was particular bad for the property market - since it was argued that foreigners would no longer want to live here. There is however increasing evidence that foreign buyers couldn’t care less whether we are in Europe or not.
Published 219 days ago
We recommended shares in staffing group Empresaria (EMR) on the Nifty Fifty subscription site at a 28.5p offer price in January 2013, banking gains at a 65p bid price last year citing a cautious view on stockmarket valuations. The following updates with the latter decision currently proving further premature on the back of a positive results announcement for the first half of 2016…
Published 219 days ago
Commenting on an AGM update in May from packaging company Robinson plc (RBN), I concluded, with the shares at 155p, that I’d tread cautiously with it looking that the first half year performance at least wasn’t going to be pretty. The following updates, with the shares currently down to 145p, on the results announcement…
Published 220 days ago
Automotive and commercial vehicle-focused iron casting and machining company, Castings (CGS) has updated that “our plan to fill the profit gap created by the ending of a major machining contract remains on course with improvements still expected from 2017/18”, though now also that “we have seen a softening in demand from our main customers since the statement in the Chairman's report in June”. Hmmm...
Published 220 days ago
Hello Share Swiggers. If you have shares in producing oil firms you might want to consider hanging onto them. And if you have spare cash you might research a few likely companies with a view to a bit more investment. The reason is that the price of Brent crude oil is going up again. It is tickling $50 a barrel as I write. It was there a few months ago when the price level caused some excitement. Quite a few oil companies nudged up on the news, including Shell (RDSA) and BP (BP.).
Published 233 days ago
Following its recent profit warning, “Portmeirion Group (PMP) is pleased to announce its performance for the six months ended 30 June 2016”. Hmmm…
Published 235 days ago
A “Pre-Close Trading Statement” from James Halstead (JHD) updates that “trading through to 30 June 2016 has been solid and profit before tax for the full year will be ahead of last year, in line with market expectations and at the highest level in the company's history”. This is despite that “during the majority of the year Sterling traded at a higher level than the prior year presenting challenges to our overseas turnover, which is in excess of 60% of total turnover”. Does opportunity now knock then here?
Published 249 days ago
Following my recent chat with its CEO Gavin Lavelle, provider of energy, commodity and recycling software, Brady (BRY) “is pleased to provide a trading update for the half year to 30 June 2016”. Let’s take a look…
Published 253 days ago
Market research agency, BrainJuicer (BJU) has announced “generally encouraging” top-line growth and that half year “operating profit increased by some 41%” BUT…
Published 254 days ago
Firstly to thank the eponymous Chairman of builders’ hardware and bathroom products manufacturer, Samuel Heath & Sons (HSM) for a management statement which was a, most rare in these times, spin-free pleasure to read. However, the statement includes an outlook warning…
Published 261 days ago
Results for the company’s year to 31st March 2016 see rare books, arts and collectibles group Scholium (SCHO) comment “we were pleased with the performance for the year. A significant loss has been reversed and many of our core markets stabilised”. However, the shares are currently approaching 11% lower on the day, at 32.5p, in response. Hmmm…
Published 274 days ago
Panel and timber distributor, James Latham plc (LTHM) is “pleased to report very good trading results for the financial year to 31 March 2016”, though notes “year on year growth slowed in the second half year”. Let’s take a look…
Published 274 days ago
Hello Share Thumpers. The big hotel and catering set-up Whitbreads (WTB) has had an encouraging write-up in my modest column before. If anything my enthusiasm has increased since then. The first three months of this year were promising both for its hotels and for its Costas, the Italian- sounding, but not, chain of coffee houses, which seem to be springing up everywhere.
Published 275 days ago
Shares in marketing communications group, Creston (CRE) are currently recovering towards 100p following its announcement of results for the year ended 31st March 2016 and CEO’s statement that “despite still having work to do, we are looking forward to continuing… progress in the coming year and I believe that we are in a good position to capitalise on the positive work already achieved”. Hmmm…
Published 276 days ago
Results for its year ended 30th April 2016 from Photo-Me International (PHTM) include “a 14.6% increase in reported underlying pre-tax profits to a record £40.1million”, though the shares are down more than 17%, at around 132p, in response. As a shareholder Malcolm Stacey’s response is HERE and the following is my take.
Published 287 days ago
Hello share switchers. During 2016, I've already suggested that you research a few airlines, as the signs are that most of them will do rather well in the next few years. We can mostly thank the low price of oil. But airports are getting busier all the time. And as many less-developed parts of the world become, well, more developed, more of their residents will want to hit the business and tourism trails.
Published 289 days ago
Distil (DIS) was one of my tips for 2016 on ShareProphets, and the share price has performed very well so far this year, up 20% or so. The shares are now 1.15p mid. They will go far higher.
Published 340 days ago
Hello Share Scratchers. I’m not a great enthusiast for chemicals. I got a GCE in the subject, but never understood the benefits. Also, my dad used to say never eat foods with chemicals in them. And yet the world of elements and compounds is a chemical one and everything in existence can be classed in the realm of chemistry.There’s no doubt that the chemical outfit Johnson Matthey (JMAT) do a lot of good work for the planet.
Published 361 days ago
I would like to say thank you very much to all those Bulletin Board Morons who ignored my advice to sell shares in Ascent Resources and piled in to buy some more this morning. Thanks to them we were able to offload shares bought for £20,000 around Christmas for c46,000 after costs. Cheers. That will pay for a few ouzos.
Published 387 days ago
Hello Share Pluckers. I really miss the Woolworths store in my high street. And though it put up the shutters quite a few years back now, I’ve noticed that a lot of Woolworths products still enhance my home.
Published 388 days ago
Hello Share Trundlers. The real reason why Barclay’s (BARC) share price fell so sharply on its results is that the dividend was cut by more than a half. This whammy was compounded by the company’s forecast that this state of affairs would continue for a year or two.
Published 393 days ago
Hello Share Shufflers. Well, that was a nice surprise in these dismal times. The old Royal Insurance company, combined with the Alliance. has had a difficult few years. But the latest results from RSA (RSA)showed a sparkling improvement. And the shares rose 12%, which is exceptional for a Footsie giant.
Published 394 days ago
Hello Share Samplers. It’s time to look at another construction company, I fancy. Yes, many of them have had a poor recent past as far as share values go, but times may be a changing. After every bad period comes a good one, as long as your firm is not simply a poor operator. Or the market turns against you. Or what you make or do becomes outmoded and unwanted.
Published 400 days ago
Shares in AIM-listed under-sea train-wreck SeaEnergy were up 10% yesterday on news from Lansdowne Oil and Gas (LOGP) – see here – which itself was up a whopping 33% at 2p mid.
Published 506 days ago
On Tuesday Metal Tiger (MTR) issued 36.25million new shares at 0.8p to raise £290,000. According to the company this placement was in response to an unsolicited approach by a group of investors. Metal Tiger has a growing number of fans and it seems there are plenty of people in the market who want to get behind this business in anticipation of a recovery in the mining sector.
Published 620 days ago
Hello Share Scribblers. It is the wisest thing you can do with penny shares. If one of your cheeps rises by an awful lot in a day, you must hover over the sell button.
Published 690 days ago
Hello Share Trimmers. Investors in Advanced Oncotherapy (AVO) are in a peculiar situation. For though our shares are now trading at just a touch over 8p, they could be worth a lot more.
Published 889 days ago
IT services and unified communications provider Daisy Group (DAY) has revealed that a consortium of Toscafund Asset Management, Penta Capital and CEO Matthew Riley are “now considering a possible cash offer for the company at 185p per Daisy share”. The following updates after I originally commented in August on the back of a 190p per share approach from the consortium.
Published 928 days ago
Provider of trading and risk management software to the global commodity and energy markets, Brady plc (BRY) has announced results for the first half of the 2014 calendar year. It said that “the enthusiastic activity being demonstrated across all parts of the group, delivering both growth and healthy margins, gives me every confidence that we are on track to perform in line with full year expectations”. What does this suggest for the current valuation?
Published 928 days ago
Hello Share Pals: You may have heard me go on about a feisty firm called Photome (PHTM) before. They operate those Tardis-like thingies, which you find in post offices and railway stations. Lots of other places, too, these days. And they do other photographic stuff as well.
Published 955 days ago
Hello Share Munchers: Insurance outfits have taken a pounding over recent months. Mostly, it's because the government said people could take cash sums out of their pensions when the time comes to retire. They expect people who've been saving all their working lives to take the opportunity to blow the lot on a new car, boat and so on. That's the way I read it, anyway.
Published 962 days ago
Canadian copper and gold producer Rambler Metals and Mining (RMM) is expected shortly to please followers with production figures for the year to July close to the top of its guidance range of 200,000 to 220,000 dry metric tonnes of copper from its Ming mine in the north-eastern province of Newfoundland and Labrador. That would represent a 16.4 per cent increase on the previous year, with grades in the region of a decidedly respectable 3.85 per cent. This performance would lend encouragement to the company, listed on AIM and the Toronto Venture Exchange, as it works to expand the formal resource and reserve at Ming and extend its anticipated mine life to 10 years.
Published 963 days ago
Hello Share Pickers: Aggreko (AGK) has been a great share for me. But that was a few years ago. When the share price started to decay after a long healthy bull run, I dumped 'em. There is no loyalty in this black heart. Your best share in the whole wide world should be dropped when things start to go wrong. And they nearly always do, eventually.
Published 963 days ago
Afren (AFR) has taken a massive hit following the suspension of two of its directors, and it could well have further to drop. Last week’s news that the CEO and Chief Operating Officer had received unauthorised payments benefitting them personally has already knocked more than £500 million off the market cap of this oil and gas producer.
Published 992 days ago
In May, I judged Dixons to be a rational speculation on a year’s view, pointing to the weak balance sheet with balance sheet equity assets were geared 2.47 times by debt and the lack of dividend. The shares were 44p and have since moved up 12.5% to 49.5p last seen. Clearly it has to pay down costs to increase profits. That is still my view and the question is can the company achieve this?