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Heroic Tim Martin lashes out at quack academics, the Daily Mail & the Government on Covid as Daily Telegraph hackette Helena Horton goes mad

By Tom Winnifrith | Monday 14 September 2020

 

Once again the heroic boss of JD Wetherspoon has dared to speak out against the GroupThink gripping academia, the media, and the political classes on the subject of Covid. As an example of this madness, rather silly Daily Telegraph reporter Helena Horton was today lecturing the actor Laurence Fox on twitter about his idea of meeting six folks for a drink tonight.


She tweets: If you’re going to do this ridiculous childish shit, do it in your house or in a park, do NOT put pubs at risk of closure or force hospitality staff to be in such an uncomfortable position! They have to make sure people obey the rules or they risk being closed!


In the old days, Telegraph staff who understood GroupThink would have questioned the utterly insane rule of six introduced by the Government. Why is it that Laurence Fox risks Covid spread by meeting six folks in a boozer when we are all being urged by the Government to go back to work in offices where there are far more than six people? But Helena thinks her job is to support Government lunacy by berating impudent actors and she does so without looking at whether there is any hard data to support this. On that matter, over to Tim Martin who actually has some facts, something the Telegraph used to regard as the basis of a good article.


Tim says today:


Pub company Wetherspoon reports that it has had approximately 32 million customer visits to its 861 open pubs in the 10 weeks since 4 July. There have been 66 positive tests for Covid-19 among its 41,564 employees during this time. 811 pubs have reported zero positive tests, 40 pubs have reported one, six pubs two, two pubs three and two pubs four.


Most of the reported cases have been mild or asymptomatic and 28 of the 66 employees have already returned to work, after self-isolating in accordance with medical guidelines.


Ends


So 32 million folks went into Wetherspoon’s pubs and that resulted in how many cases? Does that data really mean that Fox should only go drinking with five pals, not six?


Tim continues:


“The situation with regard to pubs has been widely misunderstood. For example, Professor Hugh Pennington, of Aberdeen University, has said, without scientific evidence, that pubs are “dangerous places to be. This sort of negative view about pubs may have been fuelled by inaccurate press headlines. The Daily Mail (11 September), for example, said “Britons have promised to run riot” during the weekend and referred to the situation as being like “the last days of Rome”. In fact, trade was very quiet over the weekend, as the public weighed up the evidence about the alleged dangers of going out – Wetherspoon sales were 22.5% below the equivalent Saturday last year.


It is clearly not the case that pubs are “dangerous places to be. There have been more positive cases at one farm in Hereford than at all Wetherspoon pubs – and over four times as many at one sandwich-making facility in Northampton. As Swedish epidemiologist Johan Giesecke has said, strong scientific evidence shows that handwashing and social distancing, as practised by most pubs, work.


In this connection, Wetherspoon has invested around £15 million on comprehensive social distancing and hygiene measures. These include reducing capacity, spacing out tables, the installation of screens between tables and around tills, and an average of ten hand sanitisers per pub. Bad decisions are built on false presumptions, like those of Professor Pennington and the Daily Mail.


As Councillor Ian Ward, leader of Birmingham City Council, has recently said “The data we have shows that the infection rate has risen, mainly due to social interactions, particularly private household gatherings. In shops and hospitality venues there are strict measures in place to ensure they are Covid-free, whereas it is much easier to inadvertently pass on the virus in someone’s house, where people are more relaxed and less vigilant.”


If pubs are closed, or restricted so much that they become unprofitable, a great deal of the strenuous effort of the hospitality industry’s 3.2 million employees, currently engaged on upholding hygiene and social distancing standards, will be lost – leaving the public to socialise at home or elsewhere, in unsupervised circumstances. A major difference between the UK’s and Sweden’s approach, as reflected in comments from the Daily Mail and the approach of the government, is a lack of trust in the public.


The UK has adopted a colossally expensive “big brother” approach, based on exhortation, lockdowns, bewilderingly frequent changes of direction and other heavy-handed initiatives. In Sweden, public policy is based on trusting the people and this will eventually lead to far superior results.”


Ends.


Of course, the Swedish policy is already delivering superior results – a far lower death rate than the UK and whereas cases (though not deaths) in much of Europe are rising sharply, in Sweden case numbers are falling. And the economy has not been trainwrecked.


The real risk to jobs in the pubs & hospitality sector comes not from Fox having a beer with six mates, or from me refusing to wear a mask if I enter a restaurant in Scotland, or from me giving my name as Anthony Blair if asked to register by my local boozer. The risk comes from insane Government policies driven by the media and political GroupThink and refusal to look at hard data.


Of course, this is not the first time the Telegraph has gone into bat for the Government on the matter of Covid displaying manifest dishonesty 


Now if only the Telegraph had once had a journalist on its staff who had penned a book on Groupthink for silly Helena to read….


 


 


 

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Contango – from no plans to raise to a raise in just four months

 

EDEN

Eden – how long will its cash last? Time for a Jo Hart mea culpa?

 

WPHO

Windar Photonics – what’s the “proposed placing” really mainly for?…

 

IES

Oi Monkey, Invinity statement needed, your six weeks are up

 

BEN

Ben’s Creek: the Fat Lady is now gargling

 

KEFI

WOW and Kefi you really are a twit

 

Tom

It was 11 years ago today that Britain's Greatest Leader passed away - a video tribute to Lady Thatcher, Tom Winnifrith

 

Atomic

Peter Tatchell lives in an Orwellian post truth world when it comes to Russia and the Zaporizhzia nuclear power plant, Tom Winnifrith

 

CVSG

CVS Group (#CVSG) – “cyber incident”, being investigated and “likely to have an impact on operations for a number of weeks”

 

BEN

Bens Creek (#BEN) – notes a coal purchase order, but also that it is currently loss-making and is assessing “options available”

 

EGT

European Green Transition (#EGT) – company developing “green economy assets” in Europe joins AIM, raising a gross £6.46m at 10p per share

 

CGO

Contango (#CGO) – £0.94m placing at 1p per share

 

EML

Emmerson (#EML) – $2.175m equity raise at 1.75p per share with warrants and a REX retail offer

 

WPHO

Windar Photonics (#WPHO) – proposed up to £4m placing at 35p per share, stated to be including after recent contract wins

 

CAV

Cavendish Financial (#CAV) – appointment of Spark Advisory as Nominated Adviser, replacing Grant Thornton

 

CBOX

Cake Box (#CBOX) – expects FY revenue c.+9%, though also with 20 new stores taking estate to 225

 

BGO

Bango (#BGO) – 2023 another loss, argues “strong” Q1 2024 but emphasising revenue

 

IGP

Intercede (#IGP) – expects FY improved profitability from higher revenue and operational gearing

Sunday »

Black-Swan

Gender diversity boosts financial performance: the GroupThink lie that hurts us all.

 

Bearcast

Tom Winifrith Bearcast: Malcolm is 'avin' a Turkish if he thinks Lloyds is worth a quid

 

Professor

Sunday Long Reads: Farming Carauba, Woke Meltdown, Killer Culverts, Fighting the Metric System, Guinness World Records

 

Professor

Visual Aid: Top Emerging Markets for Investment in 2024

 

GPM

Gold Stocks – My Take On Why They’ve Still Got A Long Way To Go

 

Quiz

The ShareProphets Sunday Pub Quiz #235 - a special 11

 

Top-10

Notes from Underground – Most read articles for the week ending 6 April

 

Boom

The Doom Goblin's Global Warming myth, data from Iceland, Dublin and Sweden the GroupThink cannot explain: Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith Bearcast: why are gold stocks we all own not even higher? Setting targets for a few I do own

 

ATYM

Atalaya Mining - £4 Short-Term Tip Target Achieved: What To Do Now?

 

Cat_Fixing_Lightbulb

A new alternative Bearcast link for those having problems

 

BELL

Belluscura – do I want to bet against Mr. Magic?

 

BAR

Brand Architekts – interims, a significant discount to net assets Buy

 

Gold

The View From The Montana Log-Cabin: “The (Gold) Bull Market Is Here, People – It’s Time To Make Money”

 

AMRQ

Amaroq Minerals – first underground mining blast at Nalunaq, with further upcoming catalysts. Value BUY, More than 50% upside

 

LLOY

Looking Hard at Probably the most Traded Share in Blighty - and Asking Why?

Friday »

RUA

RUA Life Sciences – “Business Update” emphasise its “resilience and adeptness”, but is it just more ‘jam tomorrow’?

 

Bearcast

Tom Winnifrith Bearcast: Happy Birthday Dad, he would have been 86 were he not in a better place

 

XSG

Xeros Technology – another of Neil Woodford’s disastrous ‘revolutionising’ picks… so “Fundraising” (materially discounted, natch)

 

Bear

Video: The Economy is in Shambles, But Metals Are Still Heading Higher, silver to $100?

 

SDRY

Superdry shares suspension – it’s surely when not if?

 

RRR

GOTCHAL: Red Rock Resource and a partial ’fess, Lenigas ramps again

 

ARB

Argo Blockchain: Updates but as ever it is what it does not say that is the red flag

 

SYME

The FRAUD Supply@Me Capital: a weak and incomplete update fails to convince

 

Bearcast

Tom Winnifrith Bonus Bearcast: A tale of 2 non placings, discrediting management at Roquefort and Skinbiotherapeutics

 

Crime-Scene

Here we go again: is is market abuse or insider dealing at Roquefort? Will the FCA do anything?

 

Christopher_Booker

William Wragg, Grindr, The Honey Trap and the latest Tory sex scandal – I am so reminded of a Private Eye cartoon from 1963, Tom Winnifrith

 

Trump

Tom Winnifrith podcast: is the Trump Biden election now too close to call?

 

Clown

Video: LoveHamas ( I don't but its a good spoof) - Tom Winnifrith

 

ARB

Argo Blockchain (#ARB) – March “operational update”, emphasises increased “mining revenue” but no bottom-line details (natch!)

 

SYME

Supply@ME Capital (#SYME) – attempted ramptastic “Business update”

 

WCAT

Wildcat Petroleum (#WCAT) – “Quarterly newsletter”, RNS Reach noting delays and ‘jam tomorrow’

 

RRR

Red Rock Resources (#RRR) – “DRC and Gold Assets Update”, but only a “non-regulatory” RNS Reach

 

SBTX

SkinBioTherapeutics (#SBTX) – further shares issuance, and at just 6.592863p, as a result of terribly-structured Dermatonics acquisition

 

ROQ

Roquefort Therapeutics (#ROQ) – admits potential fundraise “market soundings”, but reckons “has decided to not proceed with any potential placing at this time”

 

APH

Alliance Pharma (#APH) – 2023 results delay due to auditor determining higher volume of work required than it originally expected

 

WIN

Wincanton (#WIN) – CMA CGM offer lapses after the higher competing offer from GXO

 

PINE

Pinewood Technologies (#PINE) – GM circular for 24.5p per share special dividend and a shares consolidation

 

ROO

Deliveroo (#ROO) – ‘B’ shares conversion, to have just one class of shares in issue

Thursday »

WG

Wood Group – 2023 results, remains a recovery Buy

 

Bearcast

Tom Winnifrith Bearcast: meeting Olaf's b/f, smelly cheese PLC and an admission I was wrong

 

MOTR

Motorpoint – emphasises recent trading improvement and outlook optimism, but how much is already priced-in?…

 

SYME

If Zamboni’s Avantgarde has not sold any shares in Supply@ME Capital I am a Dutchman

 

GELN

Gelion – emphasises “key technology proof point” milestone achieved. Er, what about that update on “solvency/viability and long-term future”?

 

CRTA

Cirata ( Wandisco as was) from $30m fund raise to material uncertainty and a warning in just nine months!

 

INSG

Insig AI – “equity funding facility” agreement, though forget it enabling meaningful “investment into sales and marketing”?

 

GENF

The curse of Swanny strikes again, bucket shop placing at Genflow, the company created by a penny share fraudster

 

SBTX

Skinbiotherapeutics – time to address the placing rumour

 

Father Christmas

An end-Q1 tips of the year update

 

Madness

Another old friend lost? I am a “fascist” for not slating the Jews: Tom Winnifrith

 

SMDS

DS Smith (#SMDS) – “continuing discussions with Mondi”, Takeovers Panel extension to 5pm 23rd April

 

GENF

Genflow Biosciences (#GENF) – £0.715m placing at 1.25p per share, with warrants

 

SYME

Supply@ME Capital (#SYME) – insists Alessandro Zamboni not selling shares

 

LORD

Lords Group Trading (#LORD) – appointment of Stuart Kilpatrick as CFO to succeed leaving “to take up another professional opportunity” Chris Day

 

CAV

Cavendish Financial (#CAV) – “trading update” notes revenue growth but no other P&L detail, cash up to £20.8m

 

MOTR

Motorpoint (#MOTR) – Q4 retail volume +c.9% YoY and continued margin recovery, though still a full-year loss

 

FUTR

Future (#FUTR) – “return to organic revenue growth in Q2”, currently “on-track to deliver on expectations for FY”

 

GHH

Gooch & Housego (#GHH) – H1 impacted by some destocking, argues expects trading to be more heavily weighted towards H2

 

GETB

GetBusy (#GETB) – acquisition of accounting “pricing intelligence and revenue optimisation” platform SmartPath for initial $0.25m and contingent consideration up to $2m

 

EAH

Eco Animal Health (#EAH) – disposal of “non-core” branded treatment for equine parasites for a total €1.3 million

Wednesday »

CLX

Calnex Solutions – “broadly in line with” (i.e. a bit behind) expectations… which it dare not mention were already massively reduced!

 

Gold

Video: Will Gold & Silver Prices Soar in a 2008-Style Economic Collapse?

 

Bearcast

Tom Winnifrith Bearcast: Any company even suspected of round tripping is just not investable

 

TPT

Topps Tiles – “First Half Trading Update” is a profit warning that dare not speak its name…

 

TRAK

Trakm8 Holdings: The Pig, The Pork and the debt at credit card rates

 

Gold

Who Is Behind The Gold Buying ?

 

Bearcast

Tom Winnifrith Bonus Bearcast: Fundamental analysis just does not matter any more and it is wrong to short Trump Media as a result. Discuss

 

SWG

Shearwater – “FY24 Trading Update” is a material lack-of-profit warning after the year-end!

 

RRR

Letter to Roland “Fatty” Cornish: how can you allow this social media outrage and AIM Rule Breaking at Red Rock?

 

AVO

DISGRACE: Advanced Oncotherapy – Beyond A Joke As AIM Continues To Break Its Own Rules

 

Cat_Fixing_Lightbulb

The Bearcast feed is acting up, sorry about that

 

ALPH

Alpha Group International (#ALPH) – intends to move to Main Market from AIM

 

TRAK

Trakm8 (#TRAK) – ramptastic update, though also including issue of £0.99m of 18% interest convertible loan notes!

 

PEEL

#PEEL Hunt – FY revenue c.+4% and a loss, notes UK economic and fund flows challenges

 

WIZZ

#WIZZ Air – March booked passengers +12% YoY, load factor -1.3ppts to 90.8%

 

SWG

Shearwater (#SWG) – larger contracts agreement delays warning, argues during this year “confidence in returning to growth”

 

CLX

Calnex Solutions (#CLX) – expects FY “broadly in line” (i.e. slightly behind) expectations, argues expects to return to growth this year

 

TPT

Topps Tiles (#TPT) – H1 sales -5.9% YoY, particularly notes subdued domestic RMI demand especially for bigger ticket projects

 

HFG

Hilton Food (#HFG) – 2023 adj. EPS up to 52.8p, DPS to 32p, argues “well placed… although markets remain challenging”

 

ABDP

AB Dynamics (#ABDP) – acquisition of Venshure Test Services for initial $15m and further contingent up to $15m

 

SXS

Spectris (#SXS) – completes sale of Red Lion Controls business for estimated net proceeds of c.$275m

Tuesday »

RRR

Shameless David Lenigas: his second most ramptastic tweet in history

 

ZED

Zenova – director “pivotal” in its products development leaves “with immediate effect”. Uh oh!…

 

Bearcast

Tom Winnifrith Bearcast: this RedX news is a total disaster for the AIM Casino, preparing to meet Olaf's b/f after a year

 

UKOG

UK Oil & Gas annual report – the warning is explicit!

 

ITX

Itaconix – “unable to reach satisfactory commercial terms with one of its major existing merchandizing customers”. Uh oh!…

 

Bear

A checklist of share price doom from Evil Banksta as he prepares for a luxury break

 

Bearcast

Tom Winnifrith Bonus Bearcast: Why Steve and I cannot give investment advice on Bluebird Merchant today, a clear own goal

 

SND

Sondrel – argues requires “transformation” away from AIM listing… having listed less than 18 months ago!

 

Trump

Donald J. Trump offers a slam dunk short but also a long: here is the pair trade

 

BELL

Belluscura: wrong, wrong, wrong – not 1 but 2 lack of profits warnings!

 

ZOO

A reader says I am wrong to be bearish on two shares

 

RBG

Revolution Bars (#RBG) – “unable to publish” results shares suspension, desperate fundraising discussions

 

REDX

#REDX Pharma – proposed AIM listing cancellation

 

HZM

Horizonte Minerals (#HZM) – senior lenders waivers to end-April, working on “a restructuring plan” requiring creditors approval

 

BMV

Bluebird Merchant Ventures (#BMV) – Gubong project “partial farm out” agreement discussions, Kochang project audit and inspection process review “still being processed”

 

UKOG

UK Oil & Gas (#UKOG) – FY £4m loss on revenue down to £1.5m and swing to net debt

 

FDEV

Frontier Developments (#FDEV) – sales “in-line with expectations”, disposal of Rollercoaster Tycoon for $4m and $3m deferred consideration

 

GMR

Gaming Realms (#GMR) – 2023 EPS up to 2p, “promising start to 2024”

 

TMG

Mission Group (#TMG) – 2023 swing to loss and increased net debt, argues current year “trading has started well”

 

RNWH

Renew (#RNWH) – “continues to experience strong demand… across all key markets”, Rail sector director change

 

HSBA

HSBC (#HSBA) – completes sale of Canada business to RBC, intends special dividend per share of $0.21

Monday »

Tom

If you send me emails or private messages insulting & defaming me why do you expect a response?

 

Bearcast

Tom Winnifrith Bearcast: An in depth deep dive into AI spoof CEL.AI ( Cellular Goods as was)

 

Price-Vs-Value

ShareProphets readers tips for 2024 prize competition – end-March update

 

NGHT

Nightcap – will tube strikes be the straw that breaks the camels back, insolvency in Q2 suggests an insider

 

CAV

Exclusive: Cavendish Financial to list £50m LGBTQA+ investment company on AIM

 

Free-Speech-Pizza

Getting a barrage of hate for stating a fact, meet the #NAFO loons - Tom Winnifrith

Sunday »

Bearcast

Tom Winnifrith Bearcast: Calm down Nigel old boy, If $4000 does happen we are all fecked

 

Gold

The View From The Montana Log-Cabin As Gold Powers Further Ahead

 

JMAT

Johnson Matthey continues to streamline its business and looks set for growth going forwards - buy

 

Quiz

The ShareProphets Sunday Pub Quiz #234

 

Professor

Visual Aid: Luxury Goods Investments vs. S&P 500 in the Last 10 Years

 

Professor

Sunday Long Reads: Lululemon vs Muscular Dystrophy, Putin’s Prisoners, Sadiq Khan Conspiracy, 1719 London Letters

 

Top-10

Notes from Underground – Most read articles for the week ending 30 March

 

Tom

Tom Winnifrith podcast: Russia, Ukraine and USA and a flashback to Syria and how we were lied to then

Saturday »

AVCT

On the fence pro tem but I am sure Avacta shares will collapse at some point

 

JLP

Jubilee Metals – expansion projects progress, BUY

 

Bearcast

Tom Winnifrith Bearcast: the bitcoin bubble or not as we are told to celebrate not Easter but transgender awareness day tomorrow

 

Malcolm-On-Motorcycle

Professor Malcolm Stacey's Never-to-be Missed World Renowned and Widely Acclaimed Easter Lecture.

 

Beggar

A Readers wife asks for your support this Easter

Friday »

Bearcast

Tom Winnifrith Bearcast: Companies I am reporting to the FRC this weekend

 

VRS

EXPOSE: Versarien dire year end numbers and a slam dunk case for the FRC

 

RTOP

DETAILED EXPOSE of RegTech Open Project – Piss poor interims are materially non-compliant with IFRS

Thursday »

HZM

Horizonte – the game is now up, sell while you can, this is a 0p stock

 

BPM

B.P. Marsh & Partners – a new investment, a sale and a dividend declaration

 

SDRY

Superdry after hours ‘fess up – this looks like a zero, its the most obvious short in town on Tuesday morning

 

PEB

Pebble Beach Systems – 2023 results “an outstanding outcome”, Buy

 

OPTI

Steve O'Hara emails – Has Boots given us the boot? As another ADVFN knob tells lies

 

Tom

Tom Winnifrith Video Shareshow No 35: bear raider Lucian Miers and Steve O'Hara of Optibiotix

 

Bearcast

Tom Winnifrith Bearcast: Amigo pulls the Jesus Easter trick but 2 others don't recover from AIM Crucifixion

 

AO

AO World – emphasises delivering on pivot of “focus to profit and cash generation”, but sufficiently for the valuation?…

 

TERN

Weak results at Wyld Networks, a double whammy for Tern on the way

 

Video: Navigating the Future of Gold Prices at $2750

 

SAG

Science Group – a further focus on shareholder value Buy...

 

ICON

Iconic Labs interims and proposed RTO: more red flags vicar?

 

GPM

Golden Prospect Precious Metals – 2023 results, an again increasingly favourable gold environment Buy

 

SAR

GOTCHA: Sareum placing and retail offer at just 10p, for morons and financial masochists only

 

AMRQ

Amaroq Minerals – 2023 results, an upcoming production and exploration excitement BUY

 

SYME

The Supply@ME Capital FRAUD – 2 more developments that make no sense at all, go ask Alice

 

Warwick_School

How Different Warwick School is these days – but what on earth is the CPS doing with regard to paedophile ex-teachers? Tom Winnifrith

 

VRS

Versarien (#VRS) – FY ended 30th September 2023 even adj. loss of £5.5m and already then net debt!

 

ARB

Argo Blockchain (#ARB) – completes desperate sale of Quebec data center for $6.1m, noted debt $54m

 

MEN

Molecular Energies (#MEN) – ANOTHER proposed cancellation from AIM

 

BYOT

Byotrol (#BYOT) – year-end trading update and proposed cancellation from AIM

 

QUIZ

#QUIZ – challenging trading and “ongoing” ‘strategic review’, founder CEO Tarak Ramzan to move to NED role and be replaced by CCO Sheraz Ramzan

 

JD

JD Sports Fashion (#JD.) – FY LFL sales +4.2% though Q4 just +0.1%, “trading environment remains challenging”

 

AO

AO World (#AO.) – ‘positive’ trading expected to mean FY adj. PBT “at least at the top of the previously guided range of £28-£33m”

 

LTHM

James Latham (#LTHM) – FY sales volumes “very similar to the previous year”, anticipates PBT “in line with market expectations”

 

KITW

Kitwave (#KITW) – acquisition of North England food wholesaler Total Foodservice Solutions for a net c.£17m

 

888

#888 Holdings – exiting US B2C operations, including sale agreement for selected assets

Wednesday »

GELN

Gelion – interims argue “confident… well positioned to continue developing relevant energy storage solutions”. Is it though?…

 

Bearcast

Tom Winnifrith Bearcast: Kerboom, GOTCHA!

 

TM1

GOTCHA! Technology Minerals – why interims and year accounts need to be restated to consolidate Recyclus Group, shares must be suspended NOW

 

SOLI

Solid State – results “expected to be ahead of consensus expectations”, but how sustainably?…

 

BMS

Braemar – full-year “in line with market expectations”, remains a value BUY

 

SYME

The fraud Supply@ME issues another 1.5 billion worthless shares to Zamboni: more smoke and mirrors vicar?

 

CEY

Centamin – positive 2023 results and a better outlook, Buy

 

BSFA

BSF Enterprises: time for a statement re bailout fundraise

 

KEFI

Kefi Gold & Copper – General Meeting statement, “material milestones” ahead

 

KETL

Put the kettle on, it’s another disastrous trading statement from Strix containing a blatant porky

 

TM1

Technology Minerals (#TM1) – H1 loss £1.5m and already net debt, hence agreeing subsequent death spiral financing facilities

 

TPK

Travis Perkins (#TPK) – CEO Nick Roberts to ‘step down’, “the board and Nick are aligned that now is the right time to search for a new leader”. Hmmm!

 

ART

Artisanal Spirits (#ART) – emphasises 2023 “revenue growth and adjusted EBITDA profit”, but increases bottom-line loss

 

REVB

Revolution Beauty (#REVB) – now expects FY adj. EBITDA slightly above previous guidance, argues “seeing positive impacts from the new strategy”

 

CMCX

CMC Markets (#CMCX) – continued positive trading momentum means now expects FY net operating income above previously-guided range

 

KETL

Strix (#KETL) – 2023 adj. EPS down to 9.2p, DPS axed as also net debt £83.7m

 

SFOR

S4 Capital (#SFOR) – 2023 another loss on lower revenue, “expect clients to remain cautious in the near term”

 

QTX

Quartix Technologies (#QTX) – Q1 new unit subscriptions expected to be approx. +10% YoY, CFO Emily Rees resigns “to pursue opportunities outside the company”

 

SOLI

Solid State (#SOLI) – “acceleration of revenues” means expects FY “ahead of consensus”, but “reflected commensurately” in next year’s expectations

 

JHD

James Halstead (#JHD) – H1 EPS up to 4.8p, DPS to 2.5p, performance continuing in early months of H2

Tuesday »

AAU

Ariana Resources – Resource And Reserves Update Which Poses Me Questions, But Still A Buy

 

CML

CML Microsystems – profit warning, how loudly did it previously ‘sound a note of caution’ really?…

 

Bearcast

Tom Winnifrith Bearcast: Mr Market's mood swings, Caracal nonsense and I just can't get excited about Fevertree

 

OPTI

OptiBiotix Health – discounted EIS placing, target price cut but still 85p

 

SBTX

Skinbiotherapeutics – no I cannot explain the shares spike but, caveat emptor, CLG effectively has the cuffs off

 

BEN

Ben’s Creek: Further debt drawdown, credit card now maxxed out, when will the shares be suspended?

 

NGHT

Revolution Bars v NightCap a quick comparison

 

CEL

Celadon: this CULS malarky smells all wrong, a £53m short!

 

ZOO

Zoo Digital – now expects to beat full-year market guidance, but how much of an achievement is that?…

 

RBG

Revolution Bars, from bad to worse: surely Luke Johnson is not daft enough to keep this afloat?

 

RBG

Revolution Bars (#RBG) – “actively exploring all the strategic options” including a fundraising amidst trading performance “challenges”

 

ASC

ASOS (#ASC) – H1 sales c.-18% YoY, states FY guidance unchanged including 5-15% sales decline

 

EMR

Empresaria (#EMR) – 2023 adj. EPS down to just 0.6p, DPS to 1p, notes continuing “challenging market conditions”

 

PETS

#PETS At Home – expects FY adj. PBT “in line with previous guidance”, “comfortable” with current consensus expectations for next year

 

FEVR

Fevertree Drinks (#FEVR) – 2023 EPS down to 13.18p, DPS +2% to 16.64p, argues positive 2024 outlook

 

BAG

A.G. Barr (#BAG) – FY EPS up to 34.59p, DPS to 15.05p, remains confident in continued delivery of revenue and profit growth in year ahead

 

OCDO

Ocado (#OCDO) – Retail joint venture Q1 revenue +10.6% YoY, continues to expect FY “underlying EBITDA margin of c.2.5%”

 

FORT

Forterra (#FORT) – 2023 adj. EPS down to 11.4p, DPS to 4.4p, “demand is anticipated to remain subdued in the near term”

 

MBH

Michelmersh Brick (#MBH) – 2023 adj. EPS up to 11.91p, DPS +6% to 4.5p, argues expects “resilient” order intake for 2024

 

BWY

Bellway (#BWY) – H1 adj. EPS down to 80.6p, DPS to 16p, notes a reservations improvement since start of new calendar year

Monday »

VINO

Virgin Wines UK – interims, states “confidence in ability to meet FY24 profit expectations”… but doesn’t bother to indicate what those are…

 

Bearcast

Tom Winnifrith Bearcast: a case study in red flag spotting from Big Dave

 

SDRY

Does Superdry have to publish an RNS or should the FCA being arresting someone at ADVFN

 

MMAG

Letter to AIM Regulation: musicMagpie (again)

 

TND

Tandem – 2023 results, a “promising start” to 2024…that it dare not detail!

 

BEN

BREAKING: Ben’s Creek is a life raft being readied by MBU ahead of administration? Tell us about Freeland...

 

PPP

Pennpetro: the news is so bad even Big Dave Lenigas cannot tweet polish this turd

 

AEO

Aeorema Communications – interims emphasise “a resilient blue-chip client base”, but why a profit warning the company dare not detail then?

 

Bearcast

Tom Winnifrith Bonus Bearcast: Can I trust Steve O'Hara any more or recommend Optibiotix shares?

 

GCM

GCM Resources new Chairman is a kiss of death, run to the hills, run for your life

 

POS

Owen Jones and rape: the Guardian's man sinks to a new low of Jew bashing

 

PEEL

#PEEL Hunt – ‘retail capital’ platform RetailBook raises £2.5m, anticipated that it will begin to operate independently “in the coming months”

 

OPTI

OptiBiotix Health (#OPTI) – £1.35m placing at 20p per share “to invest in driving sales growth”

 

KEFI

#KEFI Gold & Copper – further progress towards Tulu Kapi project full financial close mid-2024

 

FXPO

Ferrexpo (#FXPO) – continuing production and products sale and Ukrainian legal update

 

ACC

Access Intelligence (#ACC) – emphasises “accelerating Annual Recurring Revenue growth”, but what about bottom-line financials?

 

AEO

Aeorema Communications (#AEO) – H1 swing to loss, warns impacted by ‘temporary postponements’ and projects delays

 

TND

Tandem (#TND) – 2023 swing to loss and increased net debt

 

VINO

Virgin Wines UK (#VINO) – H1 EPS increased to 1.4p, confidence in ability to meet FY expectations

 

MCG

Mobico (#MCG) – likely German rail business cost recovery reduction and a further results delay

 

KGF

Kingfisher (#KGF) – FY adj. EPS down to 21.9p, DPS maintained at 12.4p, current year LFL sales -2.3%

Sunday »

TERN

Tern – As It Circles The Plughole, An Investor Presentation: When’s The Next Discounted Bailout Placing?

 

Bearcast

Tom Winnifrith Bearcast: a sick man, Union Jack Oil, N4 Pharma and musicMagpie, 2 of 3 of which are zeros

 

Gold

The View From The Montana Log-Cabin As Gold Tries And Fails To Push Further Higher

 

Quiz

The ShareProphets Sunday Pub Quiz #233

 

Professor

Visual Aid: The 20 Top Chinese Stocks by Market Cap, and Performance YTD

 

Professor

Sunday Long Reads: The Origin of Eels, Nazi Redux, Forgotten Fabric, Best Scrabble Player, AI Doomsayers

 

Top-10

Notes from Underground – Most read articles for the week ending 23 March

Saturday »

Bitcoin

Video: The Fed’s Greatest Test – Markets or Inflation?

 

Bearcast

Tom Winnifrith Bearcast: Red Flag spotting for Neill Ricketts apologist Alan Green at Bidstack

 

ESNT

Essentra – 2023 results, still a patient recovery Buy

 

BIDS

BREAKING: A final kick in the gonads from Lyin’ James Draper to Bidstack shareholders

 

AVON

Is it time to consider banking a chunky profit on Avon Protection?

 

EBQ

Ebiquity – trading performance far from reflected in current valuation, BUY

 

LLOY

Looking for Promising Financial Punts? Here Are 2 'Good Things' as we Doncastrians Used to Say for the St Leger.

Friday »

ACRL

Accrol – a fitting recommended offer for this bog roll maker on the AIM casino!

 

Video: The Federal Debt Tsunami is Coming to Crush the Markets this Year

 

Bearcast

Tom Winnifrith Bearcast: The curse of Sir Tony set to strike again next week?

 

CPX

CAP-XX – by ‘intended that the majority of placing proceeds are for working capital’, it actually means they are for it to avert being placed into administration!

 

Bearcast

Tom Winnifrith Bonus Bearcast: Skinbiotherapeutics interims

 

TRAK

Trakm8 warning but it is what it does not say that might turn well known fans to drink

 

ZTF

Zotefoams – reports 2023 “record profit alongside significant investment”, BUY

 

TGR

Tirupati: Who do you think you are kidding Mr. spoofer?

 

BOY

Bodycote – 2023 results, still confident for further progress value

 

SYME

BREAKING: The FRAUD Supply@ME Capital: Never in the history of the stockmarket has a company talked such bollocks

 

Tom

Tom Winnifrith Podcast: feeling depressed about the beating of Rod Liddle in a post fact world, Labour fantasists on the boat people and Robotyne in Ukraine

 

Beggar

Where Argentina is being forced to go, Britain and France may have to follow : Theodore Dalrymple

 

ACRL

Accrol (#ACRL) – recommended 38p per share offer, though less than a 12% premium!

 

TGR

Tirupati Graphite (#TGR) – appointment of CMC Markets as a joint broker with immediate effect, now why might that be?

 

SYM

Symphony Environmental Technologies (#SYM) – equity subscription raising £1.4m and launch of PrimaryBid offer for up to further £0.5m at 3.5p per share

 

CPX

CAP-XX (#CPX) – conditionally raised £2m via a placing at 0.1p per share

 

TRAK

Trakm8 (#TRAK) – contract delay and other weak trading warning

 

SBTX

SkinBioTherapeutics (#SBTX) – H1 loss slightly increased at £1.3m, cash £2.8m

 

JDW

J D Wetherspoon (#JDW) – H1 adj. EPS up to 20.3p, most recent 7 weeks LFL sales +5.8%, hits out at efficacy of lockdowns and the government enquiry

 

REC

Record (#REC) – AUME exceeding $100bn for first time, technology switch to in-house discontinuing external technology project

 

IGP

Intercede (#IGP) – new contract and conversions mean further upgrading of FY expectations

 

FSJ

James Fisher & Sons (#FSJ) – agreement to sell RMSpumptools business for £90m Enterprise Value

Thursday »

Clown

Caption Contest: Brown Envelope man touting for business in the Carlton Club TODAY edition

 

XLM

XLMedia – shares soar on a disposal agreement at an impressive valuation compared to recent share price levels… but that’s not so further out!

 

Bearcast

Tom Winnifrith Bearcast: The entitlement of the WASPI women & their virtue signalling supporters is nauseating

 

CEY

Centamin – FY23 Results: Boring Is Good.....BUY

 

AVCT

Avacta: more “news” that proves nothing, valuation is still crackers

 

CPX

CAP-XX – states litigation settlement terms ‘do not involve payments considered to be material’. I’d suggest all of its payments are currently material!

 

LVCG

Live Company Group – bailed out with some usurious new financing, and for how long?

 

Clown

The Curse of Swanny strikes again: another dud added to the list

 

DISP

Breaking: Dispensa and the list of unpaid bills, what does this say about other Zamboni/White companies?

 

TM1

GOTCHA: Technology Minerals confirms death spiral scoop, lies repeatedly and announces a new spiral

 

Pinocchio

Network Rail, Ramadan and the acceptability of lying: Tom Winnifrith

 

Fake_News

Global warming makes your chocolate bars more expensive says the BBC: #fakenews, Tom Winnifrith

 

VMUK

Virgin Money UK (#VMUK) – recommended 218p per share offer from Nationwide

 

TM1

Technology Minerals (#TM1) – £5.5m convertible bond (death spiral) facility with Atlas Capital Markets

 

TM1

Technology Minerals (#TM1) – “Recycles (sic) signs MoU for black mass refining”, RNS Reach ramptastic

 

AUK

Aukett Swanke (#AUK) – acquisition of smart buildings and systems software, raising £0.425m at 1p per share

 

GTC

Getech (#GTC) – states strong revenue start to 2024 and cost reductions, “assisting… in realising positive EBITDA and cashflow”

 

EAH

Eco Animal Health (#EAH) – expects FY revenue “in-line with market expectations”, but not to comment on margin and profit until next month. Er, why?!

 

GAW

Games Workshop (#GAW) – Q3 trading “in line with expectations”, dividend per share of 105p

 

HSW

Hostelworld (#HSW) – 2023 return to profit, “strong start to 2024 with positive trends continuing”

 

NXT

Next (#NXT) – FY EPS edged up to 578.8p and DPS to 207p, emphasises positive with avenues of growth

 

DLG

Direct Line (#DLG) – 2023 further adj. loss, DPS reduced to 4p, argues “immediate actions we can take in 2024 to create value”

Wednesday »

ENSI

EnSilica – “pleased to announce” appointment of another broker. I wonder why…

 

Bearcast

Tom Winnifrith Bearcast: Oh no more emails from Kefi jihadists

 

RENE

£15m of taxpayer cash disgracefully spunked as Neil Wooodford backed AIM wonderstock Reneuron finally goes bust

 

ECEL

Eurocell – 2023 results, emphasises longer-term potential but what about the current outlook?…

 

Black-Swan

As safe as houses: latest data from the ONS suggests otherwise

 

UJO

Union Jack Oil: does it regret the share price support operation, oops I meant share buyback?

 

FDM

FDM Group – full-year results emphasise “agile business model”… then deliver a significant profit warning!

 

VRS

Versarien: After the pump and obviously with no forward selling and insider dealing yesterday….

 

OPTI

OptiBiotix Health – another SkinBioTherapeutics shares sale, but not a panicked sale at a low: STRONG BUY

 

TM1

KERBOOM: Technology Minerals: Has death spiral provider CLG defaulted? Is the market now false & disorderly?

 

Greek Tear

Photo Article: The cheek of it: will you install a flat screen TV in your eco palace in Greece said the chap? Tom Winnifrith

 

Fake_News

The Financial Times: Ideologically Captured, James Esses

 

HRN

Hornby (#HRN) – consultancy agreement with Mike Ashley following Frasers Group (#FRAS) shareholding

 

EQLS

Equals (#EQLS) – growth “in line with the board's expectations”, Takeover Panel further extension with discussions with Madison Dearborn “ongoing”

 

ECEL

Eurocell (#ECEL) – 2023 adj. EPS down to 11p, DPS to 5.5p, “near-term outlook for our markets remains challenging”

 

BMS

Braemar (#BMS) – FY “in line with market expectations”, order book growth providing confidence for the year ahead

 

ANP

Anpario (#ANP) – 2023 adj. EPS -8% to 15.31p, DPS edged up to 10.7p, “strong start to trading in the current year”

 

CCC

Computacenter (#CCC) – 2023 adj. EPS +3% to 174.8p, DPS +3.1% to 70p, “expect to make further progress in 2024”

 

ALPH

Alpha Group International (#ALPH) – 2023 adj. EPS edged up to 76.7p, DPS +11% to 16p, current trading in line with expectations

 

INVP

Investec (#INVP) – set to achieve FY growth targets, intends to publish new medium-term targets with FY results

 

PRU

Prudential (#PRU) – notes 2023 profit increase and DPS +9% to $0.2047, 2024 “sales growth has continued”

 

JMAT

Johnson Matthey (#JMAT) – agreement to sell Medical Device Components business for $700m

Tuesday »

QED

Quadrise – another discounted fundraising, states for “working capital” but means for ongoing losses!

 

Bearcast

Tom Winnifrith Bearcast: shorting #PlanetFitness, #Gowokegobroke

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