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Latest News

CAML

Buy the dip on Central Asia Metals

Central Asia Metals (CAML) has been a favourite of mine for some time now and with this company I think it is very much a case of letting your winners run, as I can still see plenty of upside in the coming months and years.

SOS

UK Investor Show tip update: Sosandar – stance downgrade

I’m changing my stance on AIM-listed Sosandar (SOS). This is not because the company has done anything wrong, or that events have gone against it. Nor is it any fundamental reassessment of the company. No, it is just that the shares are well up since I tipped it and whilst it could be a buy still, I’d like to see updates on current trading before saying buy now.

BST

Big Sofa Results & Company Chat - BUY

Sorry for the delayed update on Monday's calendar 2017 results from Big Sofa (BST), the video analytics provider but we wanted to catch up with CEO Simon Lidington which we have now done. The numbers are not that good but we long suffering shareholders knew that anyway.

IQE

Table of shorted AIM shares - week to 08/06/2018

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Atomic
premium content

Explosive Winnileaks - Julie Meyer warns PA not to open door as it may be bailiffs, tries to blackmail lawyer over unpaid fees

If you were in any doubt as to the financial woes of Ariadne Capital Limited in 2017 this string of emails dumped to Winnileaks is most instructive. Ariadne owed money to lawyers Fletcher Day ( and still did when it finally went bust). Rather than pay, Julie "lingerie on expenses" Meyer, warned her PA not to open the door lest it be someone trying to serve the devout Christian or bailiffs, and tried to blackmail the lawyers to go away, with spurious threats.

Footy

It's more than a game - the world cup and shares

With the FIFA World Cup just days away, this week I focus today on how tipster and broker sentiment towards sports betting firms changes during major international football tournaments. Be it online or on the high-street, gambling firms will be set for an influx of sports betting activity in the coming days as the public place their bets on the outcome of the upcoming World Cup. The UK public wagered a predicted £500 million during the last European Championships in 2016. So, how does tipster and broker outlook change during major tournaments, and more specifically, does the performance of the home nations affect both sentiment and sector returns?

ISAT

Is it Time to Launch Back to the Final Frontier with this Plucky British Pioneer?

Hello Share Chewers, Though Uncle Tom is not a fan, I feel confident enough to bring Inmarsat (ISAT) to your attention again. It’s in a recovery orbit and, as I write, its shares are up another 10%. And after hours on Friday we discovered why..

Beggar
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RogueBloggers4Woodlarks - Tom and Dan sponsored walk: 28th July Horse Hill to Woodlarks (surely you can afford a tenner?)

As I head off to Greece later this week it will be to start training at altitude in the Taygetos Mountains. Only kidding. But i have been taking to the gym and starting some modest walks. I really do not want to be shown up too badly on 28 July when Brokerman Dan Levi and I walk from Horse Hill to Woodlarks.

Crime-Scene
premium content

URGENT Beaufort Affair: Client deadline to claim compensation is TONIGHT

Like Malcolm Stacey, I too had a Beaufort account. I was taking a casual peek through my Junk mail late this afternoon and to my horror found an email telling me the deadline to get a claim in for my small handful of shares, in the event that PWC's charges for the fishing expedition saw them sell my shares. Since there was no cash (I took it all out a long time ago), I expect the portfolio to take a hit.

PHSC

PHSC – reports swing to positive EBITDA, so why do the shares remain depressed?

Provider of health, safety, hygiene and environmental consultancy services and security solutions, PHSC (PHSC) has updated including “the group achieved a positive EBITDA of approximately £184,000 for the year ended 31 March 2018, before allowing for £47,000 of redundancy costs associated with the closure of ALS, (31 March 2017: loss of £99,767)”. So, why do the shares remain depressed at a current 10.5p?...

UKOG
premium content

David Lenigas, the bollocks ramptastic tweet and the bailout placing underway at UK Oil & Gas - I am sure it is just a coincidence

This tweet below is just one of a number of bullish tweets about Horse Hill where the biggest investor is UK Oil & Gas (UKOG) made by David Lenigas the founder of UK and, as far as we know still a shareholder. Today it has been forced by me to fess up that a bailout placing is underway. The problem with Big Dave's tweet is that it is bollocks. As to the idea that it is a pre-placing ramp, no way Jose, not David Lenigas, this is just a coincidence.

BT

BT – seeking a new CEO

Chris Bailey is away, so can’t enjoy his ouzo o’clock moment here on ShareProphets. Instead, that falls to me. Back on May 10, when covering the full year results of BT (BT.A), Chris wrote: …the CEO - who surely the new Chairman is considering whether to keep or not. I, on the other hand, noted only last week that there looked to be a battle going on in the boardroom. So I’ll enjoy my ouzo (but I’ll save Chris a glass)!

TMO

Time Out Group – Woodford dog argues “continues to trade well”. Really?!

Media and entertainment group Time Out (TMO) has updated including “the group continues to trade well” and “we remain confident in meeting our strategic and financial goals for the year”. The shares have responded currently approaching 4% higher, to 83p, but why (other than natch, with Woodford Investment Management a significant shareholder), are they still down from a 150p June 2016 IPO and above 130p at the commencement of this year then?...

Boom

Winnileaks: Has Julie Meyer hidden anything from the IRS, HMRC or the administrator in the Cayman Islands?

I am only asking because a new document has arrived at Winnileaks showing the bank balances of Ariadne Capital Partners in the Cayman Islands. Who owns this? Julie "lingerie on expenses" Meyer - as with some Ariadne companies or Julie + mug punters as with others? Has cash or assets been transferred offshore since early 2017 since the rest of Meyer's empire started to implode? I am only asking but am sure that those to whom Meyer owes money and has pleaded poverty such as the IRS, HMRC, three banks and numerous creditors would like to know.

Bearcast
premium content

Tom Winnifrith Bearcast: The missing trading statement from Purplebricks and does IQE need to warn?

I start on a rather sad personal note. Then it is onto Purplebricks (PURP) and the missing FY trading statement. Does that mean that the great day of a big de-rate looms? I look at UK Oil & Gas (UKOG) in light of today's scoop, at Strat Aero (AERO) where if you look at the real maths the current ramp has created a joke valuation, at the People's Operator (TPOP) which should be sent to Dignitas and finally at IQE (IQE) where I ask if a profits warning is imminent? 5% of Bearcast listeners have donated to the Woodlarks charity walk but 95% have not! . We are now at 26% of our £20,000 target. As I prepare for a step up in my training walks tomorrow - pushing Joshua for 7.5 miles - to those who have  donated I say thank you. To the rest, I know you can afford a tenner - think of me training and cough up now HERE

CMH

Chamberlin – FY results; short-term margins undermined, but revenue growth and outlook encourage: BUY

Results for its year ended 31st March 2018 from foundries and engineering company Chamberlin (CMH) emphasise “very encouraging revenue growth”, though “technical issues at foundry operations undermined margins although these issues are now largely resolved”. The following updates after a chat with management…

Gagged

Whistleblower John Galt writes to Julie Meyer explaining why he is exposing her fraud

Over the past three months Julie "lingerie on expenses" and her loathsome lawyer Julian Pike of Farrer & Co have sought to gag whistleblower John Galt, a former employee of Ariadne who has exposed the wholesale fraud at the heart of Meyer's empire. Lying to Court on an industrial scale Meyer has striven to have Galt shut down. The letter below was sent by Galt to Meyer in March and explains why he is now ignoring the threats and speaking out as are so many others. Enjoy!

Bearcast
premium content

Tom Winnifrith Bonus Bearcast - Pinsent Masons & Daniel Stewart sued for £180m over the Naibu fraud I exposed - happy days

Pinsent Masons was at the heart of the dirty tricks campaign Sefton Resources (SER) waged against myself and Brokerman Dan Levi as we exposed wholesale lying and fraud. Pinsents was thrashed in Court when Sefton sued us for libel. Scumbag low life motherfucker Pinsents partner Russell Booker was never disciplined so I guess it thinks dirty tricks against journalists are okay. Daniel Stewart (DAN) also sent me lawyers letters but never accepted my kind offer to "see you in Court bitchez", Anyhow the two are being sued for £180 million for their negligence over the Naibu (NBU) fraud I exposed HERE. I discuss that but also why Paul Scott should apologise to 6,000 House of Fraser staff losing their jobs in this bonus podcast.

WPCT
premium content

WPCT – Not more investment policy rule bending, Neil, surely?

I’ve always thought it odd when investment vehicles merely take stakes in other investment funds as one ends up with duplication of fees. There is usually an investment policy limit on such stakes, not that Mr Woodford appears to be taking the limit at Woodford Patient Capital Trust (WPCT) that seriously. Why would he - rules are for the great unwashed aren’t they?

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CTAI

Catenai – monster dilution

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