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CTAG
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CloudTag – One follow-up question, Amit, when is the revenue warning coming?

Having also lost 25 minutes of my life listening to the CloudTag (CTAG) interview between its CEO, Amit Ben-Haim, and Justin Waite, I only have one question to add to Tom’s excellent Bearcast on the topic (HERE). When is the share price cratering revenue warning coming?

Gold
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There will be a war on Gold

Author Jim Rickards recently did an interview with Sprott in which he opined that there will be a war, by the Central Banksters and big Western Governments on gold. It is fascinating stuff. Over to Sprott:

Bearcast
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Tom Winnifrith & George Orwell Bearcast - the tax on the stupid goes into overdrive today

The national Lottery promises the best odds ever says the Daily Mail, a statement that may or may not be true. With a little help from George Orwell writing in 1948, a book called 1984, I examine how the tax on the stupid that is the National Lottery is in overdrive today.

AFPO
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A letter to the Serious Fraud Office - please investigate African Potash

I have already alerted the FCA, AIM Regulation and the FRC to the growing scandal at African Potash (AFPO) with regard to the non disclosure of a £600,000 bung on December 1 2015 as part of a pre placing ramp. Now it is onto the Serious Fraud Office, SFO, to whom I have written today.

FOX
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Fox Marble - chat with CEO Chris Gilbert: nailing the conspiracists

There are folks out there determined to suggest that something is not qu9ite right with Fox Marble (FOX). In one sense they are correct, Fox has missed a stack of targets. We know that and it is well and truly "in the price". The conspiracists quite simply maintain that Fox is built on smoke & mirrors. They are - I believe - wrong but their war on Fox has left the shares very cheap indeed.

SPA

1Spatial and that CEO share sale

It was announced on 12 July that 1Spatial (SPA) CEO Marcus Hanke had sold 5 million shares at 4.45p - netting him roughly £220,000. A director share sale never goes down well and the shares have flatlined since - they are now 4.25p-4.75p.

88E
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88 Energy: A Case Study in the Risk Tolerance of Private Investors

For my sins, I took some time to read through 88 Energy’s Interim Report released last Monday. While continuing to believe that the attractiveness of a stock is inversely related to the number of other investors who are analysing it, I decided nevertheless to see what all the fuss was about.

UVEL
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Filthy Forty – Univision prepares for court where there is only ever one winner

The last time we covered ShareProphets AIM-China Filthy Forty play Univision Engineering (UVEL) is was in the wake of a profit warning regarding the trading performance of a unit it owned 52.25% of and was trying to sell. But there was also the threat of m’learned friends taking a slice as the jilted bride involved in the sale of a tranche of the company rattled the sabre. On Wednesday came this:

AVM
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Avocet is bust

The indiscriminate buying in the market recently has been something to behold and suggests we could soon be due a reality check. The mad monetary policy of central banks everywhere has for some time been forcing institutions into hunting down yield wherever they can find it and this has caused the equity markets and the junk bond markets to soar.

Bearcast
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Tom Winnifrith Bonus Bearcast: what will the fraudsters at African Potash do next Thursday when they need to find £800,000 pronto?

Firstly I untangle Friday's RNS from lyin' Chris Cleverley and the fraudsters at African Potash (AFPO) - folks you need to do the maths! Then I explain why, as at next Thursday, this fruadulent, out of cash piece of Turkish is screwed. The countdown is on as Katrina Clayton knows full well and the the full posse is in pursuit. Congratulations lying Chris..you have just met the Sheriff of AIM. Football fans will understand the phrase - should I get a calling card made?

Malcolm-On-Motorcycle

Banish Bank Holiday Blues. Your Shares May Sparkle for the Next Four Months.

It’s often overlooked by the more gloomy arm of our golden fraternity that we are now not far off that happy time of year when shares, all things being equal, will rise. They do most autumns, even when there is nor particularly jolly economic news on the horizon.

ITQ

InterQuest & Avesco – share tip of the year updates

I previously updated on my share tips of the year just after the Brexit vote – see HERE. The following updates on developments since…

RTN

Tuck in to some tasty income at Restaurant Group

This morning brought interim results from Restaurant Group (RTN), the owners of 500 restaurants including Frankie & Benny’s, Chiqito and Coast to Coast. The company is not happy with its own recent performance but there are still great signs for its long-term potential.

SDY

Speedy Hire – agrees an asset disposal ahead of General Meeting dust-up with Toscafund…

Ahead of a 9th September General Meeting after a requisition from largest shareholder Toscafund, Speedy Hire (SDY) has followed a circular hitting back with an announcement of a sale of its large mechanical plant fleet…

Bearcast
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Tom Winnifrith Bearcast - Riling fraudsters and their advisors, yes you Stewart Dickson of African Potash infamy

A rushed day, back to hospital in five minutes. Ahead I discuss why mug punters and Justin the Clown love blue sky rubbish like Cloudtag (CTAG) but not value plays. I discuss three value plays I know well two of which we own: San Leon (SLE), Obtala (OBT) and Guscio (GUSC). Boring is sexy. Then I look at a non value stock mugs like, North River Resources (NRRP). Then I discuss how one plays the game: fraud hunter vs fraudsters and yes that might involve producing mugs!

RXB

Rex Bionics – results statement notes “a number of important milestones”, but what about the financials?

Robot technology to enhance the mobility of wheelchair users-focused Rex Bionics (RXB) has announced results for its year ended 31st March 2016 and that this “has been a period of broad progress across all areas, and we are pleased to be able to report to shareholders on the achievement of a number of important milestones during the period”. Hmmm…

OPTI
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Optibiotix Interims: Very pleasing but not orgasmic

Results from the half calendar year from Optibiotix (OPTI) were very pleasing indeed but not orgasmic and that is why the shares are a tad weaker at 69p-72p. They are cheap but punters need to see more. They will not have to wait too long.

SLE

San Leon 2017 yield 19% and PE 2.6 - we are in

Well that is the forecast anyway for those who took part in the San Leon (SLE) placing at 45p details of which were announced today. For once we are on the same side as Tosca Fund which did most of the placing as we also had a modest nibble. Delivery is the key but on those sort of forecasts it would be rude not to invest. 

Bearcast
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Tom Winnifrith Bonus Bearcast: Justin the Clown & Cloudtag: Manna for Morons

Sheep shagging buffoon Justin the Clown is unrepentant after the Andalas debacle and yesterday transmitted a podcast with the CEO of Cloudtag (CTAG) which is the Bulletin Board Moron ramp de jour. In this podcast I tear into the Clown but also into Cloudtag explaining all the reasons why it is a sell and flagging up the issues the Clown would not tackle as he sucked up to another CEO on the ramp and his moronic audience.

ETO
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Entertainment One – shares slide as ITV walks, but should investors follow suit?

Earlier this month I looked at Entertainment One (ETO) unanimously rejecting a 236p per share takeover proposal from ITV and whether ITV would be back - see HERE. Now we have an “ITV withdraws proposal to acquire eOne” announcement...

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CTAI

Catenai – monster dilution

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