I am drooling over the ditch digging at the Welsh Hovel and the Mrs just does not understand. Women eh? I then discuss Valereum (VLRM) where it is almost game over.
‘Specialist professional recruitment company’ Michael Page (PAGE) has issued a “Third Quarter 2026 Trading Update” with a first ‘Highlight’ “group gross profit of £190.5m, +1.5% vs. Q3 2025; first quarter of growth since Q4 2022”. So what about a current 187p share price in response, approaching 4% lower?
Thanks to a Mr. Frisby from South London for the 4 charts below. The political class, all of them liker to say that we are getting richer as GDP grows. But that is an enormous lie. The charts on the left show GDP growth over the past 50 years and since the start of the last century. So we are all richer right? Wrong.
BP (BP.) was captured by a board that worshipped at the alter of woke GroupThink. It spent vast amounts on diversity initiatives. Its board of ethically and sexually diverse career managers, not folks who had ever risked their own capital as entrepreneurs but who all shared the same ideological lack of diversity would brook no dissent. And thus while shareholders had bought stock in a company they wanted to produce hydrocarbons the board bought into a metropolitan GroupThink and went green. Today there is a reckoning.
‘Independent, premium cinema group’ Everyman Media (EMAN) has issued a “Proposed cancellation and Notice of GM” and with the shares currently sliding below 50p hopefully my prior warning was heeded.
Shareprophets wrote a number of critical articles about Electric Guitar (ELEG) when it first moved to the AIM casino from the Main Market in May 2024 citing poor performance and predicting a poor ending for shareholders. We were, as you would imagine, bang on the money.
Can this be right? I think that it is. If you are anywhere close to 67 it seems that you should stop banking those 35 years of NI contributions , live off savings and welfare and you will be better off as a pensioner. The article below is from the Daily Sceptic. I think it is correct and is just another sign of the economic insanity that is destroying thus country.
Myself, Evil Banksta and – from a technical perspective – Fagash have all explained several times over the past three years why Energy Pathways (EPP) is a dog with fleas. On the other hand, rampers like BigGob have sung its praises for reasons that I am sure you can imagine. Today it has announced a placing raising £1.75 million at 5.75p. The RNS is utter horse and here’s why.
Having resigned some years ago so that she could get some leg over time, smug Sam Smith cannot be blamed for this warning but none the less, a bad and disingenuous statement is another stain on her legacy. Floating Cavendish (CAV) at 27p was, she said, her proudest achievement. The shares are now 6.85p so maybe those who backed her IPO may take a different view.
I cannot remember the contest but reader A went a couple of weeks ago and said he had a great time at the Greek Hovel. And by way of a thank you he has sent me a signed photo for me to frame and put on my desk.
After the success of this year’s biggest and best ever Sharestock, The Mrs. is hard at work making plans for Sharestock 2027 on September 4. Those who enjoyed the slugging match between Chris Gilbert of Eco Buildings (ECOB) and Fagash in 2026 will be delighted to know that a rematch is now inked in for 2027 by when, I predict, Fagash will, on this one, be looking very silly indeed. Of course that is not the main draw.
Describing itself as “a leading provider of walk-through security technology”, Thruvision Group (THRU) has issued a “FY27 H1 Trading Update” including “full year revenue expectations remain unchanged at £8.0 million… order backlog has increased significantly, and as of 30 September was £2.6 million”. So what about a current approaching 9% lower share price response towards 2p?
I start with Lucian and his bearish world view. we will do a long podcast on this later this week but I go through 4 themes. That explains a share sale and then I discuss two share purchases. Finally two companies where I expect news soon which may balance my portfolio a bit more
Most recently on international recruitment company Hays plc (HAS), in August with the shares around 68p I wrote ‘full-year results emphasise “profit growth in H2”, but how sustainably?’ concluding I retained caution and avoid. Now a trading statement including a headline “Strong progress executing our Momentum strategy at pace” but what of the shares currently further down to below 60p?
As is normally, but not exclusively, the case with Valereum (VLRM), the lying is related to Quorium Global Photonics (QGP) the Cayman based start up founded by the son and business partner of a convicted Ponzi fraudster with a $200 website. Valereum handed out shares equating to 49% of its equity in return for a $200 million five year bond from the start up paying cash coupons of $79.5 million. Only…







