UK 12:36 Wednesday, 4 November 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
I start with football then move on to Medpal AI (MPAL) and Petra Diamonds (PDL). And now it is off to Cambridge.
Most recently on information technology consultancy staffing group FDM (FDM), in August with the shares falling back down below 120p I concluded the valuation and outlook meant just on the recovery watchlist. What of now a “Trading Statement” including “momentum in customer engagement has continued, and at 31 October 2026 the number of consultants assigned to clients has increased to 2,070” and the shares currently up in response but to still just above 104p?
MedPal AI (MPAL) issued another very strong sales trading update today but it is still hiding key metrics and still burning cash. Even evil PR genius Councillor Bick cannot polish this turd hard enough.
JD Wetherspoon (JDW) has served up a more than decent trading statement but also a lesson in basic economics for both Labour and the Tories on how and why they are destroying jobs.
Writer Josef Schachter says that despite ongoing conflict, crude flows out of the Persian Gulf are running above pre-war levels—Saudi Arabia is even discounting barrels into Asia—yet refined products tell a different story. He says that LNG, sulphur, nitrogen, and fertilizer exports remain constrained, and diesel shortages persist as Ukrainian strikes on Russian refineries remove key supply from global markets.
Following our 37p offer price tip in September, we stated we looked for a 50p+ Likewise Group (LIKE) share price on further trading and sentiment positives in the weeks ahead. The shares had already risen to 42p and what about them now further ahead on a “Trading Update” announcement from this UK flooring distributor?
I think that our in-house crazed socialist Darren Atwater agrees with Emma Reynolds MP that employers are vile evil scum, not real workers. Well that I am anyway. In the semi finals my shorting suggestion easily won its heat. And why the hell not as within 7 hours of publication, the advisor to Valereum had quit over the $32 billion gold mine fraud and its shares were suspended. They will never trade again. Surely that makes my entry the winner? But Darren insists that 4 non TW entries must also be in the final so we have a final of five. Vote early, vote often, vote for the only logical winner below.
Describing itself as “a world leader in the design and manufacture of thin, prismatic supercapacitors and energy management systems”, CAP-XX (CPX) has announced that Chairman Dr Graham Cooley has bought 23,026,928 shares in the company. With the shares currently a few percent up in response, how good is the news?
Eco Buildings Group (ECOB) has announced “a manufacturing and supply agreement, relating to 60 residential villas at the Lake Gjokaj residential development in Albania”. How significant is this from the group’s valuation at an up to 11p share price in response?
I start with why tomorrow will be a short day, then the ghastly John Lewis Christmas advert, why companies threatening old TW with legal action are slam dunk shorts and what will happen in the mid terms and what it means.
Oil could well spike before Christmas and that might be seen as a reason to go all in on oil stocks. The reasoning is that once the Republicans get a mid term thrashing Trump will see that the only way of securing his legacy in his last two lame duck years, facing a hostile House, will be to double down on Iran.
I am not sure this note from broker Panmure adds much to yesterday's news but you can find the note below. I stand by my view that by late 2029 when Amaroq (AMRQ) has 3 mines in operation the shares will be as high as 400p. They won't get there tomorrow but as a buy and hold sleep sound investment it is perfect.
Most recently on music and audio products company Focusrite (TUNE), in August with the shares at 237p I wrote ‘trading “ahead of the prior year”, but how materially so?’. What about now results for its half-year ended 31st August 2026 headlined “Improved profitability supporting full year expectations” and the shares currently up in response, but to only just above 230p?
I flagged up in my previous article Nuburu (BURU) – delisting deferred (for now) a dramatic climb in Nuburu’s share price which according to Yahoo reached a high of 62 cents up from 17 cents. This was during two days of massive trading volumes of 936 million and 476 million shares for a company which had just 16.1 million shares in issue, as US retail morons piled in to buy the shares.
This is not some tiddly loss making shitco, Allergy Therapeutics (AGY) is a real company with sales and cash at hand. Yet it is seeking permission to leave the world’s most successful growth market, the AIM Casino. Its largest shareholders support the delisting it’s a done deal and the shares have crashed by 63% to 1.3p but that still makes it an £82 million company.
