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Is it time to sell some of my Rolls-Royce shares?
Just before Christmas last year, I told you all to keep on holding my full year 2022 tip, Rolls-Royce (RR.). The tip had not worked well for me in 2022, having fallen from a c. 120p start of year level to nearer a quid at the end of the year. And the market angst in September and October 2022 had taken it down even lower to a c. 75p level. However, I felt that prospects for the world of commercial aerospace, defence and nuclear matters (among others) were getting better…and now last Friday’s share price close was just over 138p a share.- By Chris Bailey of Financial Orbit |
- 26 February 2023, 11:39 |
Visual Aid: The Fallen of the Second World War
For the weekend visual aid I usually pull out something in the somewhere in the realm of investing: trends in energy, inflation, most-popular pop culture. This is not that. It's an astounding visualization of the deaths of civilians and military in the Second World War. It's 18 minutes, but doesn't seem that way.
- By Darren Atwater |
- 26 February 2023, 11:26 |
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The View From The Montana Log-Cabin As Gold Tests $1800
Gold closed the week at $1811 – down again on last week’s $1842 and now testing the $1800 line described as being fairly critical in the short term by our favourite technical analyst, Jordan Roy-Byrne of TheDailyGold.com. It is going to be an interesting week or two ahead….- By Nigel Somerville |
- 26 February 2023, 11:13 |
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It’s the Sunday ShareProphets Pub Quiz for Feb 26
The newly rebuilt Sunday ShareProphets Pub Quiz has withstood the week. If you have not competed before, now is the time. There are no prizes! And remember, no Googling!
- By Darren Atwater |
- 26 February 2023, 11:12 |
Notes from Underground – Most read articles for the week ending 25 Feb 2023
I'm thrilled that the most read article last week was the return of the ShareProphets Sunday Pub Quiz, now with the new added feature of working correctly. Otherwise, the most-read non-Tom article this week is Kurdistan carries a lot of political risk for oil companies, but despite that I view Genel Energy and Gulf Keystone as buys by Gary Newman at No 3 or No 7 including Bearcasts.
- By Darren Atwater |
- 26 February 2023, 11:11 |
Rio Tinto – 2022 results, how ‘resilient’?
Mining major Rio Tinto (RIO) has announced its calendar 2022 results emphasising “despite challenging market conditions, we remain resilient”, but what of a now 5983p share price?- By Tom Winnifrith & Steve Moore |
- 25 February 2023, 19:02 |
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Warren Buffett warns on CEOs who are economic illiterates or silver-tongued demagogues
The latest report from Berkshire Hathaway is out and, after a good 2022, Warren Buffett does not hold back. Enjoy.- By Tom Winnifrith |
- 25 February 2023, 16:27 |
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Tom Winnifrith Bonus Bearcast: BlueBird Merchant Ventures
In this bonus Bearcast after a company meeting with BlueBird Merchant Ventures (BMV) I discuss why the shares are so cheap.- By Tom Winnifrith |
- 25 February 2023, 14:09 |
Macfarlane – 2022 growth ahead of expectations and 2023 confidence, BUY
Protective packaging group Macfarlane (MACF) has announced results for the 2022 calendar year which are ahead of both the prior year and market expectations and that it expects to deliver further growth in 2023.- By Tom Winnifrith & Steve Moore |
- 25 February 2023, 13:42 |
Beat a Path to the Trail Blazers if you Hope to Make Dosh from your Portfolio.
Hello Share Chasers. This old punter can’t remember a time when spending habits were changing as much as now. So as share traders we need to take on board new consumer trends. That is if we’re to make a bundles of mazuma from our glorious hobby. Here are a few tips.
- By Malcolm Stacey |
- 25 February 2023, 10:57 |
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Tom Winnifrith Bearcast: My SIPP buys shares in xxxx as Lucian's twitter account is hacked
If you see Lucian tweeting out #COYS or Buy Cineworld (CINE) you know what has happened!. I start this podcast on the subject of home made apple juice then cover Cineworld, Alien Metals (UFO), Skinbiotherapeutics (SBTX) and Jubilee Metals (JLP)- By Tom Winnifrith |
- 24 February 2023, 16:11 |
Pittards – “trading update”, poor reporting procedures or attempted ‘no one watching o’clock’?
Shares in “producer of technically advanced leather and luxury leather goods”, Pittards (PTD) are currently further down today at 37p. That’s further down since they also fell yesterday, having closed prior to then at 47p, on the back of an intra-day (2:08pm) “trading update” – rarely good!- By Steve Moore |
- 24 February 2023, 16:09 |
Kin and Carta – trading update notes revenue growth, but what’s the real story?
‘Digital transformation consultancy’ Kin and Carta (KCT) has issued a trading update including “trading in H1 generated net revenue growth of 15% to £99 million with similar adjusted operating margins to the comparable period in the previous year”, so what of a current share price response to 130p, down 30%?- By Steve Moore |
- 24 February 2023, 15:05 |
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IAG profit hopes up, share price down. Welcome to the airline sector!
Did you read the Q4/FY22 numbers from International Consolidated Airlines Group (IAG) this morning? The company, which includes British Airways within its key brands, is back to profit in recent months and even hopes to make nearly a couple of billion euros profit this year. However, despite the improving post-Covid world for the airline group, its shares are down this morning. It is always “good fun” investing in the airline sector.- By Chris Bailey |
- 24 February 2023, 12:35 |
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Canadian Overseas Petroleum – why not tell us the conversion price?
An RNS is meant to inform, to give clear information allowing we investors to asses exactly what is going on. Of course, Canadian Overseas Petroleum (COPL) thinks that an RNS is just an excuse to muddy the waters even further, hiding the trouble that it is in. Today we have another effort of this genre. It is to do with the issue of death spiral shares.- By Tom Winnifrith |
- 24 February 2023, 12:22 |
Synectics – full-year results, set for “further profitable growth”
Security and surveillance systems company Synectics (SNX) has announced results for its year ended 30th November 2022 and that “with recovering markets, a sound order book and a strong pipeline of opportunities, the board is confident of further profitable growth this year”.
- By HotStockRockets |
- 24 February 2023, 10:35 |
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Wood Group – rejected possible offer proposals highlight the prospects we noted, what now?
Re-recommended at a 155p offer price in July after we previously banked a more than 40%, less than 7 months, offer-to-bid gain on the shares, Wood Group (WG.) has noted “recent speculation” and confirmed that it has received three possible cash offer proposals from Apollo Global Management, the most recent of which was at 230p per share and unanimously rejected by the board as it considers it “significantly undervalued the repositioned group's prospects”.- By Tom Winnifrith & Steve Moore |
- 24 February 2023, 10:27 |
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Cohort plc – an earnings recovery Buy?
Providing a range of products and services for defence and related markets, there looks to be strong macro tailwinds in terms of defence spending for Cohort plc (CHRT). However, the shares are currently 490p compared to above 650p as recently as 2021 and we now look for an earnings recovery to take them back to such levels.- By HotStockRockets |
- 24 February 2023, 10:26 |
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Cineworld explicitly spells it out for dummies – the shares are worthless
I told y’all that this would happen numerous times and explicitly a couple of days ago after the latest Court hearings in the USA HERE. Today Cineworld (CINE) has stated, in no uncertain terms, that its shares are worthless under every scenario. Amazingly the shares are down by only 23% at 3.05p. Yes some folks are buying the shares!- By Tom Winnifrith |
- 24 February 2023, 10:24 |
Bulletin Board Moron of the week - natch a Versarien shareholder: day 4 of the annual report watch
It is now day 4 of the Versarien (VRS) Annual report watch. There is still no sign of the document. Even the PR is being kept in the dark as to what is happening and what loathsome Neill Ricketts is so keen to hide. Hint. SMTM. With Versarien shares now 97% down from all time highs who is to blame?- By Tom Winnifrith, the Sheriff of AIM |
- 24 February 2023, 09:27 |