UK 06:52 Monday, 21 September 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
Why am I in a good mood? The promise of dinner with Ms Argyle next week perhaps? I do not know but it all flowed out today in this podcast. So on the agenda: BP, Tern (target price 2p because I am a generous nice guy - but don't let on as I have a reputation to protect), Asia Resource, Nanoco, LGO Energy and oil stocks again.
Already a member? Sign in
• All premium articles
• Tom Winnifrith’s Bearcast
• Access to all the entire nearly 13 year archive
• ShareProphets Daily Newsletter
Cancel any time
Already a member? Sign in
• All premium articles
• Tom Winnifrith’s Bearcast
• Access to all the entire nearly 13 year archive
• ShareProphets Daily Newsletter
Cancel any time
This area of the ShareProphets.com site is for independent financial commentary. These blogs are provided by independent authors via a common carrier platform and do not represent the opinions of ShareProphets.com. ShareProphets.com does not monitor, approve, endorse or exert editorial control over these articles and does not therefore accept responsibility for or make any warranties in connection with or recommend that you or any third party rely on such information. The information available at ShareProphets.com is for your general information and use and is not intended to address your particular requirements. In particular, the information does not constitute any form of advice or recommendation by ShareProphets.com and is not intended to be relied upon by users in making (or refraining from making) any investment decisions.
Comments
sherlock
Nanoco has nowt to do with 3d printing they make quantum dots, which are very small particles that exhibit unusual quantum behaviour that makes them behave somewhat like phosphors in the TV application
Fullerbull
Tom – commenting on a company when you don’t even know their business undermines your credibility as a commentator. If you don’t understand what they do please don’t comment, because you may well give a duff lead to those who are equally ignorant, but who hold you in high esteem because of other really good comment/analysis e.g. Camkids, Naibu and Quindell. You saved me a lot of money and heartache on the former two, when more “measured” analysts (allegedly) like Simon Thompson of Investors Chronicle were tipping them. Thank you for that!
Gary Newman
Tom,
I would suspect that if Tan gains control of ARMS he could well take it private (and possibly buy enough shares in Berau on the Indonesian market to force that private – think he would need 90 per cent and ARMS hold 85). Not exactly sure of the rules in Indonesia (documents i found were in Indonesian!) but may well be the case that Rothschild wouldn’t be allowed to do the same if he was to gain control (only reason i saw him as a possible positive in my recent piece). Tan also only has control of half the shares he had as the bank he borrowed money from took control of 23 per cent recently, plus the voting rights. Obviously getting taken private won’t be good for shareholders, although if Rothschild gets control it won’t be much better as will likely be via a large Rights Issue, POG style, which he had already proposed (helped the SP drop from over 20p to below 4p. Still amazed that people were buying with all that going on and prior to refinancing being sorted out, and a statement in recent accounts about lack of working capital on a Going Concern basis! Wouldn’t touch it until 450 million due in August is refinanced and future control of the company is clearer, at that point could be good upside if it ever was to recover.
wildrides
I hear Foxy Bex might get spanked by the Aim regulators and you offered to do the honors . Any chance of a video ? ………….. dowah …… thought not ……. just asking .