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Crash
premium content

Historian Niall Ferguson explains exactly why you should fear a stock market and economic collapse

I have always been a fan of Ferguson. His book Empire treats an ancestor (Ilbert) very kindly but it is as an economic historian where he really excels. Unlike Vince Cable who has predicted 17 of the last 4 recessions, Ferguson gets it right. He was one of those who called 2008 absolutely correctly. And he is now warning of a new disaster ahead making specific predictions.

Newsboy

Notes from Underground: 7 out of ten readers prefer listening but what about the sociology students?

A fortnight ago, I had some fun suggesting that quoted companies could goose lackluster share prices by adding buzzworthy words to their corporate name, just like ADVFN parent On-line Plc did by becoming On-line Blockchain Plc.

BOS

BOS Global: The end game begins – Travia makes his move

This entertaining farce (for the neutral at least) at BOS Global (BOS) moved on a step yesterday with the ex-CEO, Michael Travia, making his move to give him a shot at the assets, most notably the 40% stake In Call Design, but I’m not convinced that it will be as easy as he hopes.

Bearcast
premium content

Tom Winnifrith Bearcast - Malcolm Stacey not 100% bonkers on shite AIM stocks but almost..

Malcolm outlines a strategy today for playing AIM Casino stocks which I regard as folly. I explain why it could go disastrously wrong in two ways. Then I look at the wider asset bubble in relation to art, soccer players, real estate and new media and how that impacts on the stockmarket and will, in due course, implode.

REAT

React - Profits warning - chairman Gill Leates and others must go

React Group (REAT) admitted last week that it would miss forecasts for the year to 30th September. It states that the unaudited numbers show revenue of around £2.65 million and a pre-tax loss of around £400,000.

UKOG

UK Oil and Gas: Death Spiral Announcement Makes Shorting at 4.6p the trade for Christmas.

I suggested last week that the time had come for oil stock promotion UK Oil & Gas (UKOG) to come clean about its financial position and update the market on where it stood on its flow testing at Broadford Bridge. I suggested the shares were a sure fire short at 4.6p.

BOO

Table of shorted AIM shares - week to 17/11/2017

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Bearcast
premium content

Tom Winnifrith lecture to Bath Spa Sociology students: Lies, damned lies - Public sector under pay and other myths

Once a year the Mrs allows me to give a lecture to her sociology students at Bath Spa University. Around 70 attended and and I did not hold back. My lecture was recorded as were the slides. Enjoy!

Crime-Scene

ZAI scandal – one last minute appointment of Nomad, but the bells are tolling

As I write, it is now less than half an hour to the close of trading on Friday 17 November. On Monday, any company previously employing the services of ZAI Corporate Finance as Nomad which has not found a replacement will be booted off the AIM Casino. They include AIM-China plays Grand Group (GIPO) and Northwest Investment Group (NWIG), Polo Resources (POL) and Ukrproduct (UKR).

GCM

This weekend's Primary Bid offer is GCM Resources at 34.4p

I know sweet FA about GCM Resources (GCM) so you are on your own on this one. It has just announced an Underwritten Fundraise, to raise up to £2 million at a subscription price of 34.4p per Ordinary Share - via Primary Bid. This represents a discount of 20% to the closing mid price on Friday, 17 November, 2017. You can sign up and take part, if you wish, HERE

Malcolm-On-Motorcycle

The Least Logical Secret of Share Trading Revealed Here on Shareprophets. com

Hello Share Pinchers. There are times while trading shares when one can consider suspending logic. One mistake a short-term trader can make is to expect strong balance sheets to always send share prices flying. Successful investors have a secret which is now’t to do with a firm’s fundamentals.

 
HRN

Hornby – results, ‘new strategy’ & fundraising. But is turnaround really ahoy?

Previously writing on models and collectibles company Hornby (HRN), I noted no longer offering bulk sales at a discount & profit warning, but would it have been profit warning anyway? We now have the results for the six months ended 30th September 2017, a strategy update and a placing and open offer announcement…

Bearcast

Tom Winnifrith Bearcast - a few ideas on which 40 AIM and small cap stocks will the FRC be spanking

I start this podcast with a look at Carillion (CLLN) where I wonder if Steve's damning verdict HERE is just a bit too generous. The boy is too much of a nice guy for his own good.  Then it is onto the FRC which will be writing to 40 AIM and Small Cap companies ahead of them publishing FY numbers. I have a few ideas who and on what areas. The FRC are of course the UK's best regulator if only for recognising the work of the UK's top investigative financial journalist.  Then I look at Angus Energy (ANGS) and finally there is a detailed discussion on MySquar (FRAUD)

SDX

SDX Energy offers good upside potential with plenty of news flow - buy

Whilst many private investors go chasing rainbows and hoping for one of their oil and gas exploration plays to hit black gold, there are actually a number of AIM listed outfits which are already producing, yet don’t seem to be as popular as they are unlikely to generate large share price rises overnight.

NGR

Nature Group – shares soaring on “Strategic Partner & sale of interest in US”. BUT…

I first warned on shares in Nature Group (NGR) on this website at 11p in 2014 HERE and further since – most recently in June of this year; without additional material contracts in the short term, it’s cash crunch ahoy! The shares have recently been around 3p, but are currently soaring on the back of a “Strategic Partner & sale of interest in US” announcement…

Bearcast
premium content

Tom Winnifrith Bonus Bearcast: AIM Companies starting to surf the wave of Blockchain madness - I've seen this all before

In this bonus podcast prompted by recent events at African Potash (AFPO) and ADVFN (AFN) I look back on other bouts of market insanity. There was the radio boom of the 1920s and the dot com boom of 1999-2001 but is the blockchain bubble at 1999, 2000 or 2001? Among the companies also mentioned are On Line (ONL), Vela (VELA), Milestone Group (MSG)  and Coinsilium (COIN), where we have a small holding. Madness, my friends, is in the air.

ANGS

Angus Energy shares crash - the read across to UK Oil & Gas - wake up and smell the coffee Morons

Shares in Angus Energy (ANGS) have plunged by 36% to 17.125p today after news from the Lidsey Field which cannot be described as anything other than disappointing. Hope meets reality. At some stage the same process will see shares in UK Oil & Gas (UKOG) crash. Let's start with Angus.

CLLN
premium content

Carillion – follows July’s with another material profit warning, dilution extraordinaire ahoy?

Carillion (CLLN) topped the top shorted London-listed shares at the start of 2017 (recent performance update HERE) and remained so in our Autumn update HERE. Having commenced the year above 235p, the shares had slid below 200p before a July profit warning, business review and Chief Executive “stepped down” announcement. They are currently down from above 40p to below 30p today on the back of an “Update” announcement…

Clown

A Second big investor dumps Neil Nomates Woodford after more dismal returns - more to follow

Last month the Jupiter Merlin group which, at one point, had £942 million invested in funds managed by Neil "nomates" Woodford announced that it was pulling out its last monies. Now another big investment group has given up on Britain's most self important fund manager. Aviva, one of the largest savings providers in Britain, has had enough.

SRT

SRT Marine Systems – interims claim “steady financial progress”. Really?

SRT Marine Systems (SRT) has announced results for its half-year ended 30th September 2017, stating “steady financial progress broadly in line with our expectations and significant operational and project related activities” and “look forward optimistically to the second half”. Sounds encouraging…

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Catenai – monster dilution

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