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GMS
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Gulf Marine Services – shares soar on update from new board, But...

An “Update from the board of directors” announcement from Gulf Marine Services (GMS) today… and the shares currently the largest riser of the day, at above 8.5p…

WKP
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Flexible office solutions cut both ways for Workspace

Back in June I observed that FTSE 250 name Workspace (WKP), which describes itself as a provider of ‘inspiring, flexible work spaces with superfast technology in dynamic locations’, was a survivor in the commercial property space…but back then the big hope was that its ‘flexible offer’ would come to the rescue as ‘Workspace is ideally positioned to benefit as London recovers from the impact of the Covid-19 pandemic’. Since then the share has been up and down, although it remains well down on a year-to-date basis. And today’s first half update tells you everything you need to know why this is…

MANO
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Manolete Interims: bear case intact

Once again the author is not me but the creator of the devastating dossier we published on July 10 HERE.  Yesterday, Manolete (MANO) served up interims which only add to the bear case and here is why.

SNG
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Synairgen – Where are we now with the one Covid play I liked?

Is it just me or is the rest of the world moving incredibly quickly while I put up with the second lockdown. Or as I refer to it “mockdown” – with my children still going to school and interacting with half the local villages and towns. Not only does The Donald win / lose / win??? again (if one accepts some the US news feeds), we now have a vaccine for Covid. Apparently. I’m sure the infrastructure to distribute and store a product that requires -80 degrees is well within the capabilities of our fearsome leaders to sort – after all distributing and storing PPE (like masks) is far more difficult and they did that without any problem I recall. So where does that leave me in my thinking for Synairgen (SNG)?

  • 11 November 2020, 08:31 |
AFHP

This Financial Adviser adviser Shouldn't Have Lost So Much Share Value to the Virus and Might Soon Rally

Hello. Share Swingers. A key member of my longer-term portfolio has suffered a lower share price during the pandemic. But I’m not sure why it’s fared quite so badly. And I think a deserved rally might be on the way. I was surprised when the share price actually fell on this weeks’ news about a possible vaccine before Christmas, but there’s nothing logical about the Big City

Bearcast
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Tom Winnifrith Bearcast: 5 Private Investor High Fliers to crash by mid January

In today’s bearcast I report on a sad conclusion to the story I told of the potential suicide on Saturday HERE. Then on to Avacta (AVCT) and Manolete (MANO) before considering five PI darlings which could see their shares utterly crater before I turn 53 on January 12: Supply@ME Capital (SYME), Novacyt (NCYT), Versarien (VRS), Bidstack (BIDS) and Eurasia Mining (EUA). In each case I explain the potential catalyst for the collapse.

VAST
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Vast Resources a serial disappointer except when it comes to share issuance - sell

Vast Resources (VAST) is typical of many AIM mining companies in that it has always promised a lot but failed to deliver, whilst continually raising more capital via regular equity issues.

PHE

Powerhouse Energy – The years most meaningless RNS?

Powerhouse Energy (PHE) has issued this morning an RNS Reach which I find mind blowing. It states the company has seen an image of the Peel Environmental site which will include the company’s waste to hydrogen technology in due course.

NCYT
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Post Pfizer – what is Novacyt worth? Far from zero but it’s a slam dunk sell.

Some of us were always of the view that our leaders were somewhat overreacting to a disease where the average casualty lived longer than UK life expectancy and where the survival rate is 99.97%. But yesterday, Pfizer announced it has a vaccine which will protect 90% of those injected which would mean that your chances of perishing from Covid will pretty soon be less than that of being mown down by a bus carrying a West Ham team that has just won the FA Cup. So where does that leave Covid testing play Novacyt (NCYT)?

ARE

Arena Events – emphasises “adjusted EBITDA positive and cash neutral”, what’s the detail?...

Provider of temporary structures for events, Arena Events Group (ARE) has announced results for its half-year ended 30th September 2020, including “despite results in all markets being impacted by the widespread prohibition on mass gatherings due to the COVID-19 pandemic, the group was Adjusted EBITDA positive and cash neutral”. Though what’s the detail?…

Gold
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Covid Vaccine – Is It The End of the Gold Bull-Market?

Following yesterday’s very welcome news from Pfizer that its vaccine for Covid-19 has offered up over 90% protection in Phase III trials, the market went into a tizzy. Stocks such as Cineworld (CINE) which had previously been labelled as doomed soared and Gold fell off a cliff ( well it lost 5%). So is this the end of the Gold Bull-market?

DCC
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DCC – still boringly successful but now at a cuter price!

What an interesting last twenty-four hours in the financial markets. As always with big market shifts, sustainability comes with the reality of the headline new information flow. Aside from the obvious efficacy of any vaccine or treatment mitigation, the key to watch out for in my humble opinion is what happens with bond yields. I know hard-nosed equity investors forget about the bond market, but the reality is that it is a multi-asset relative world. So rising bond yields associated with stronger hopes about an economic recovery have a huge impact in terms of sector choice and market rotations. And from the perspective of having a bunch more ‘value’ than ‘growth’ stocks in my portfolio, I hope it continues. I am not sure how to pigeonhole DCC plc (DCC)…

OBC
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Online Blockchain Final Results – it's time for Clem & Steffi to sing the ShareProphets National Anthem

Two years ago after a bout of shameless ramping involving IR genius Steffi a certain Manchester based blogger and the company, shares in Online Blockchain (OBC) touched 200p at which point low life broker Smaller Companies Capital organised a £1 million placing at 100p.

TERN
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Tern – More Questions than Answers from its Portfolio Update….and it is Placing Ahoy!

I wonder if AIM-listed jam-tomorrow investment company Tern plc (TERN) is already working on a placing, for this morning’s ramptastic Portfolio Update offered as the market celebrates the vaccine news from Pfizer saw the shares come off 7% to 9.5p before a partial recovery. Are placees already selling, or has the market seen through the promise of yet more jam tomorrow?  But one thing is for certain: Tern needs more cash pronto.

ZEN
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Zenith Energy is ‘avin’ a giraffe!

If you believe the statement issued today by Zenith Energy (ZEN) then I have a bridge in London I’d like to sell you. It simply defies belief that what Zenith says can possibly be true.

BT

When Will BT Shares Ever Get Going? Perhaps that Time Has Finally Come

Hello, Share Thrashers. BT Group (BT.A) is one of those companies with a disappointing history of increasing its share value. So far. Because, in my humble opinion, the promise is still there, I initially made a lot of theoretical money out of this iconic company. But it started to fail as a decent investment long before the virus struck. My big paper profit turned into a big paper loss two or three years ago, but the share has started to pick up recently…

AUK

Aukett Swanke – trading statement it’s “pleased to provide”… so why further share price decline?...

Aukett Swanke (AUK), “the international group of architects, interior designers and associated engineers is pleased to provide the following update in respect of the financial year ended 30 September 2020”. However, on a big up day for the markets, these shares are more than 4% lower at 1.15p, a below £2 million market cap…

PTRO

Pelatro – “excited with the progress achieved”. It sure?...

Pelatro (PTRO), “the telecom Customer Engagement Hub software specialist, is pleased to announce a new contract and to provide a trading update”. The latter includes that it is “excited with the progress achieved with respect to ARR and the appetite we are seeing from our customers to work with us in this way”… but the shares have currently responded to below 39p, a few percent lower…

Bearcast
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Tom Winnifrith Bearcast: Has Pfizer really got a Covid vaccine that works for 90% of us?

I start with the wonder vaccine. Is it a cure all for companies such as Cineworld (CINE) or Carnival (CCL)? Then I consider Julie Meyer in light of the research I was doing yesterday for the Gewanter case and what it says about the UK’s rotten honours system.  Then I look at Inspirit (INSP), Countrywide (CWD), Amigo (AMGO) and Escape Hunt (ESC) where I stand with Steve, not Justin the Clown.

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