I discuss Kefi Gold & Copper (KEFI) and Delta Gold (DTG) where Jonathan Swann faces a Nigel Wray dilemma. I have a qyestion for Swanny and wonder if he has an honest answer.
Our tip of the month last month at a 70p offer price, rock drilling tools and associated products group Mincon (MCON) has issued a “trading update” concluding that it “now expects that full year 2026 revenue and EBITDA will be ahead of market expectations”. How good is the news in the context of the valuation at a now up to 85p share price?
This video with John Rubino, hat tip reader DP, will no doubt enrage the "progressive thinkers" among you. But tell me why he is wrong?
In an SEC filing issued on 6 October, Alessandro Zamboni’s US bezzle Nuburu (US:BURU) announced two transactions that had occurred in time for its 30 September quarter report.
I shall be watching series 14 of Blue Bloods but there is an alternative on offer. From that I move to my letter to Companies House today, why I warm to the lunatic DucknDive who made me laugh today, and then to Petra Diamonds (PDL).
Building products supplier SIG plc (SHI) “is pleased to announce that Simon Kesterton, Chief Financial Officer, will be appointed Chief Executive Officer… the board believes that Simon is exceptionally well placed to sustain the delivery of Vision 2030”. What are the details with the shares currently up to 9p in response?
Yesterday’s RNS fromBluebird Mining Ventures (BMV) was misleading. That matters because the company is running on vapours/not paying bills and must do yet another bailout placing soon. Otherwise the Fat Lady will be comin’ a callin’. The letter to my contact at the FCA follows.
On 20th September Predator Oil & Gas (PRD) the serial laggard run by crazy old coot Paul Griffiths who insists sustained share price weakness is down to hurty words from me and evil market makers not a series of cockups on his part, announced news from Morocco.
Analyst David Hunter is a cheery fellow.
Likewise Group (LIKE) has issued a “Strategic Acquisition” announcement, including that this “is a key milestone for the group as it now becomes the leading distributor of floor coverings in the UK”. With the shares now up to 39.5p from our 37p offer price tip last month, what’s the details?
Foresight Group (FSG) has issued a trading update including that “the demand for our higher-margin retail products and the successful A$660 million fundraise for the Kinetic continuation vehicle, in excess of the A$500 million target, demonstrate sustained investor appetite for our differentiated offering”. What of the valuation, with the shares up from our 407.5p offer price tip to currently 437p?
I know sweet FA about AIM casino listed Canadian gold and Lithium explorer Focus Explore (FOX) which has just bought some more, I suspect worthless, tenements today. But I can smell AI bullshit at 100 yards. The Company opines:
I have dropped it a note objecting to a possible strike off and also to investigate a possible breach of Section 1112 of the Companies Act 2006. It is, after all, a criminal offense to knowingly or recklessly file a document or statement with Companies House that is misleading, false, or deceptive with a potential jail term of up to two years and an unlimited fine. I write:
At 116.5p Delta Gold (DGQ) is valued at £79 million which is a total joke. This company has zero revenues and is rapidly running out of cash. There are more red flags than on a May Day parade in Moscow and since the start of this month four more have started fluttering.
Hostels company Safestay (SSTY) has announced “Completion of Sale of Safestay London Kensington Holland Park for £3.0 million”, stating this with its “strategy to crystallise value from certain UK freehold assets and support its asset-light growth strategy”. Is that though the only reason?









