DP Poland – emphasises “strong sales performance”, but what about the bottom-line?
DP Poland (DPP), with the exclusive right to develop, operate and sub-franchise Domino's Pizza stores in Poland, states it is “delighted to see the strong sales performance achieved in the first half of 2022 continuing” and is “confident we will emulate the success of the brand in other markets”. But what’s the detail?
- By Steve Moore |
- 15 July 2022, 12:04 |
premium content
Busy Friday! From comedy at Aston Martin Lagonda to continued faith in Burberry
There is lots going on this Friday during the first week of the quarterly global earnings season. I had to smile at the news of Aston Martin Lagonda (AML) announcing a ‘mere’ £653 million proposed equity capital raise with “the proceeds used to meaningfully de-leverage the balance sheet”, aided by “leading global investment fund PIF”. And just in case you don’t know the “Public Investment Fund (PIF) is the sovereign wealth fund of Saudi Arabia”... Once again, more money from the rich for a business which only sells to the rich (and which has still gone bust loads of times).
- By Chris Bailey |
- 15 July 2022, 11:05 |
premium content
Cenkos & Bidstack: Dishonesty or incompetence?
Broker Cenkos released a note on Bidstack (BIDS) on Tuesday which is terribly bullish and enthusiastic and appears to have encouraged the morons. But the research is either dishonest or incompetent. I suggest the former.
- By Tom Winnifrith, the Sheriff of AIM |
- 15 July 2022, 10:46 |
premium content
Fevertree warns – told y’all, worse still to come
Lucian Miers and I both warned that this would happen as, I think, did the Dark Destroyer Matt Earl. Chris Bailey is a non-drinker and disagreed. Never trust a non-drinker, as my pal Evil Knievil (not a non-drinker) would say. On 19 May Fevertree (FEVR) told us to expect flat FY EBITDA of £63 million to £66 million. Today, less than two months later…..
- By Tom Winnifrith |
- 15 July 2022, 10:28 |
premium content
Supply@Me Capital – is CEO Alessandro Zamboni about to be forced to reveal a big share dump TWO YEARS AGO?
On 29 July 2020 the fraud Supply@ME Capital (SYME) announced a loan transaction involving 5.89 billion shares as follows in an RNS:
- By Tom Winnifrith |
- 15 July 2022, 10:05 |
Nosh-on-the-Go King Is Set to Soar After Earlier Lockdown Hit
Hello Share Tweakers. We’ve all noticed shops closing in our town centres. The new businesses springing up seem mostly to be in the catering trade. Coffee shops and cafes are the main invaders, restaurants are not. Many posher eating places never recovered from lockdowns and stay shut and one high street catering venture that appeals to me in these difficult days is Greggs (GRG).
- By Malcolm Stacey |
- 15 July 2022, 09:08 |
premium content
Winnifrith Vindicated yet again, Petropavlovsk – The fat Lady to sing on Monday
Petropavlovsk (POG) was obviously aware that I was driving across France on Tuesday and distracted by the most stressful of episodes, as it took the chance to suspend its shares and say that it would appoint administrators while I was distracted. Today it said that the hearing in the Courts to settle the administration is scheduled for Monday. As the fat lady warms up there are three key takeaways from someone who predicted this on March 4 HERE.
- By Tom Winnifrith |
- 14 July 2022, 17:27 |
IQGeo – is “in line with expectations” sufficient for the current valuation?
Previously writing on geospatial software group IQGeo (IQG), last week with the shares sparking higher towards 140p I questioned ‘emphasises “important project” selection, but how do the financials look now?’. So what of now a trading update?
- By Steve Moore |
- 14 July 2022, 17:17 |
premium content
DETAILED EXPOSE: Eight Capital Partners – the bastard little brother of the fraud Supply@ME Capital – accounting howlers exposed
Oh dear, oh dear. This should be another massive red flag for the morons who own shares in the Supply@ME Capital (SYME) fraud to ignore. It will also prompt a formal complaint to the FRC about auditors PKF Littlejohn and Eight itself.
- By Tom Winnifrith |
- 14 July 2022, 17:09 |
premium content
Tom Winnifrith Photo Bearcast: the most stressful 30 minutes I can remember & the 2 French Lesbians on the ferry
Below, you can see two photos of the Greek Hovel, where I have now arrived. Gosh, it is wonderful here. I describe my trip, starting in Wrexham at 12:00 on Monday, and ending at 3 PM GMT today. There was a great deal of anxiety involved, including the most stressful half an hour i can remember at a toll booth near Aix. Then, there were the pretty young lesbians snuggled up on the sofa next to us, as we took the ferry from Bari. Then, it is onto IQE (IQE), MGC Pharmaceuticals (MXC) and Optibiotix (OPTI). Now for a swim; normal service resumes tomorrow.
- By Tom Winnifrith |
- 14 July 2022, 16:56 |
McBride – anticipates adjusted operating profit in line with expectation, but is that any real comfort?
Cleaning and hygiene products private label and contract manufacturer McBride (MCB) has announced “revenue grew by 13.4% in the second half… anticipates that adjusted operating profit will be in line with current market consensus (*)” and the shares are currently 6% higher to 17.6p. Good news then?
- By Steve Moore |
- 14 July 2022, 15:50 |
premium content
Ferrexpo – Q2 production report, logistics constraints to ease?
Iron ore pellets producer Ferrexpo (FXPO) has issued a production report noting sales in the first half of 2022 of 4.4 million tonnes, representing a year on year decrease of 21%, with logistics availability “the largest constraint” on the business but that it is “in advanced discussions with a number of logistics providers to resume access to seaborne markets via neighbouring countries”.
- By HotStockRockets |
- 14 July 2022, 15:44 |
Portmeirion – emphasises ‘continued growth’, but it right to be wary of the outlook for the key trading period ahead?
Previously writing on homewares group Portmeirion (PMP), in May with the shares down to 435p I was cautious – noting ‘“encouraged that the group continues to grow”, but will that continue?’. The shares last closed at 410p but are currently 365p on the back of a trading update.
- By Steve Moore |
- 14 July 2022, 13:55 |
premium content
Thursday analytical insights with Barratt Developments and Ashmore Group
If I had to bet, then I would say that Thursday is the busiest analytical day for any investor, analyst or fund manager. There is a different angle today however in a bunch of UK numbers: trading updates for the period ended 30th June, which are fully responded too in September. Such (future) excitement! First up is Barratt Developments (BDEV), the homebuilder whose shares I am sure many of you may own but I don’t think I ever have.
- By Chris Bailey |
- 14 July 2022, 13:50 |
premium content
IQE – not even constant currency revenue growth and what about the bottom-line?!
IQE plc (IQE) states it is “pleased we have met our expectations and commitments for H1 2022… the group's view of the full year remains unchanged”. With it describing itself as “the leading supplier of compound semiconductor wafer products and advanced material solutions to the global semiconductor industry”, this good news then?
- By Steve Moore |
- 14 July 2022, 11:59 |
There's Not as Much Gold as Coffee in Brazil, but this Modest Miner is Profiting with Some of it
Hello Share Fans. With the Footsie still in a poorly state and inflation attacking the world, it might be a good idea to look more seriously at gold. A miner you may not have come across before is Serabi Gold (SRB). This lot operate producing mines in Brazil.
- By Malcolm Stacey |
- 14 July 2022, 09:08 |
premium content
Jadestone Energy – Montara production restarted ahead of expectation and further share price upside to come?
On recent 81p offer price recommendation, we noted we saw upside potential for shares in Jadestone Energy (JSE) on Montara fears reducing and operations being restored over the next few weeks. Now a “Resumption of Production Operations at Montara” announcement.
- By HotStockRockets |
- 13 July 2022, 17:59 |
Guild Esports – what of a “Statement regarding recent share price movement” from this David Beckham dog?
Having previously closed at 1.55p, shares in Guild Esports (GILD) reached 2p earlier today – and this has now seemingly forced from the company a “Statement regarding recent share price movement”.
- By Steve Moore |
- 13 July 2022, 17:57 |
Ilika – full-year results, it is not its board's confidence which is important!
Ilika (IKA) has announced results for its year ended 30th April 2022 including emphasising that it “has continued to develop and commercialise its thin-film Stereax miniature solid-state batteries for powering implantable medical devices and industrial wireless sensors in hostile environments, as well as progressing the development of its large-format Goliath cells for electric vehicles and cordless appliances” and “cash, cash equivalents and bank deposits of £23.4m (2021: £9.8m)”. So what of a current 45p share price, £70.9 million market cap, down approaching 12%?
- By Steve Moore |
- 13 July 2022, 17:06 |
premium content
OptiBiotix Health – agreement with Firmenich, remains a Strong Buy
Writing on OptiBiotix Health (OPTI) last month with the shares at 21p to buy, we noted potential for a move into meaningful profitability and further potential from 'second generation' products addressing much larger market opportunities. We drank our own medicine with Tom buying more shares at 22p. The shares are now further up at 31.5p on the back of a “Joint development agreement signed with Firmenich”-titled announcement.
- By Tom Winnifrith & Steve Moore |
- 13 July 2022, 15:37 |