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Bearcast
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Tom Winnifrith Bearcast: How many black, gay, vegan men are there in Britain who have not yet featured on the BBC?

I start with a bit of a go at BBC Radio 4 for its quitee lamentable content this morning. I am somewhat prompted by my thoughts on the Oscars HERE. I then looked at Just Eat (JE.), Luceco (LUCE), Challenger Acquistions (CHAL), Falanx (FLX) - where I am glad to be a shareholder - MySquar (MYSQ), the holocaust denying fraudsters and Online BlockChain (OBC).  

AGK

Aggreko - my latest investment sad-o Buy

Another busy week of UK corporate reporting. I could write about Ashtead (AHT) again but frankly I called it a take profits a quarter ago at twenty quid a share and in early trading today it is below this level again...and the CFO has decided to exit. The latter event all looks very orderly but the as good as it gets feeling lingers. I could also write about my old mucker DS Smith (SMDS).

REAT

React - contract win, not enough big bananas but we hold for another reason

React (REAT) has announced what it terms a major contract win. Actually it is a new additional contract with a London hospital it already serves. The deep cleaning contract is worth £206,000 in sales over 18 months.

Dead-Donkey
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So Beaufort is dead - where does this leave Nomad Northland as March 22nd looms - about that £320k

So broker Beaufort is brown bread. But the fallout from its demise may only just be starting. Take a butchers at its last set of accounts (below) - note11 and, if you are an employee of Nomad Northland, start sweating...

Bear

End February performance update: start of 2018 shorted AIM shares

Early this year we showed Shorted AIM shares at the start of 2018. After the latest month, how's performance?...

MERL

Merlin Magics Up Bigger Profits, Conjuring up the Prospect of a Levitating Share Price

Hello, Share Finders. There are times when the figures are so encouraging that the urge to buy the shares is almost irresistible. I would suggest that is perhaps the case with Merlin Entertainments (MERL).

Bear

End February performance update: start of 2018 top shorted London-listed shares

Early this year we showed the ten top shorted London-listed shares at the start of 2018. After the latest month, how's performance?...

MAIS

Despite the name change to Maistro, blur looks set to continue to perform badly!

Despite changing its name from blur Group (BLUR) to Maistro (MAIS) at the start of the year, it is hard to see much of a change when it comes to the fortunes of the company. Basically, it offers businesses a platform for the procurement of business services, including marketing and human resources, and on its website it boasts that it has been in the business for over a decade. With that in mind, it doesn’t exactly look great that the company is still racking up heavy losses each year, and looks like it is going to continue doing so for the foreseeable future.

Bearcast
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Tom Winnifrith Bearcast: Sir Bradley Wiggins and British Cycling you are right up there with UKOG

I have long been critical of Sir Bradley Wiggins and his fellow British cyclists whether in the Tour de Drugs or elsewhere and comment on what today's report says about our double standards and lack of standards. I comment on your comments on the airlines in the wake of my nightmare with EasyJet (EZJ). I look at Interserve (IRV), Feedback (FDBK), King of the spiv tweets UK Oil & Gas (UKOG), Metminco (MNC), Union Jack Oil & Gas (UJO), Fusion Antibody (FAB) and Andalas (ADL) which MUST make a statement ASAP after yesterday's shock revelation HERE.

Trump

You really should care about this, it will affect you and your family in more ways than you would ever really want it to do so

The world is on the brink of the most dramatic trade confrontation of modern times after President Donald Trump openly threatened “trade wars” as a tool of US policy, prompting warnings of full retaliation by major powers across the world. The world powers have been at cyber war for years, but this new chapter opens up a new front, who’s impact on you will be much worse than a slow internet connection to your favorite social media feed.

SIV

St Ives – “Disposal”, “a great step forward”?

Having recovered somewhat from lows in the summer to end 2017 approaching 80p, shares in marketing services company St Ives (SIV) had slid to a last close of 66.8p. However, they are currently back above 70p on the back of a “Disposal” announcement…

PLUS

Plus 500 - Once More Unto The Breach

I have made a right hash of trading Plus 500 (PLUS) in the past. It has to date completely defied two observations that I made. The first was that companies which make money by ripping off their customers do not last long and the second was that when insiders sell stock in significant quantities it is wise for investors to follow suit.
BMV

Bluebird Merchant Ventures – interims and good news from Gubong and (particularly) Kochang

Bluebird Merchant Ventures (BMV) has updated including “there is little doubt that the programme for Kochang has been accelerated in the past week and that the potential to complete the transition to a Joint Venture could be completed within the next six months resulting in a decision to move into construction of the mine. This also allows the company to expand its programme on the far larger project at Gubong which still has the potential for a company maker.

UKOG
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Is this the spivviest tweet ever - why is UK Oil & Gas Nomad WH Ireland not forcing a statement?

Over the weekend the extraordinary tweet below was sent by UK Oil & Gas (UKOG). Was it approved by its poltroon of a Nomad James Joyce of WH Ireland? Methinks not. In light of its content a responsible Nomad would be resigning or at the least forcing a statement. But not this one.

MTC
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Mothercare - This is just not going to end well

I have been a long term bear of Mothercare (MTC) on the simple basis that I do not see it as having a USP any more. It is a pointless dinosaur like Toys R' Us. The latter is already toast as of last week, the most recent trading statement from Mothercare indicates that it will go the same way.

UKIS

More than 60% sold out - grab your complimentary UK Investor Show ticket while you can - TODAY

Even though the event is still more than 7 weeks away on April 21, the Global Group UK Investor Show is now more than 60% booked out - we have never seen demand like this in 17 years. 

Malcolm

Why I'm Sorry to See Beaufort Go

Hello, Share Tickers. Search the financial pages as I might, I could find no mention that Beaufort Securities has fallen into liquidation. It seems that to the press, the BBC et al, the fact that a broker with 20,000 private clients goes bust doesn’t count for anything.

ADL
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Explosive letter sent to AIM Regulation re Andalas c/o Winnileaks - is it bust yet & what about the takeover panel?

Thanks to our Winnileaks service we can bring you a letter sent to AIM Regulation this week regarding Andalas Energy (ADL) the AIM listed POS which is almost certainly insolvent. The letter is detailed and is below:

Clown
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A video to make you barf: Successful fund management is a balance between arrogance & humility says Neil Woodford

Either iii readers are thick and so sent in the daftest softest questions to Neil Woodford or thiis just another blow job paid for interview. Where are the tough questions about disastrous performance, investing in companies that need to break the laws of phsyics, Capita, Provident Financial, The AA, related party deals, RM2, the list goes on and on. If successful fund management is a balance between arraogance and humility it, perhaps, explains why smug Nomates Neil is doing so badly. Get the sick bag ready and watch below...

IRV

Interserve – “unlikely” rescue bid?

I see that today’s Telegraph is reporting that Emerald Investment Partners (and the man behind it, Alan McIntosh) in emerging as a key player in the refinancing discussion of fully-listed Interserve (IRV). We are told that Emerald has pledged to back the refinancing, which is very good news. The last thing we want to see is another Carillion-style collapse. 

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ANP

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Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

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