Previously writing last year on group which “specialises in the administration of client assets in relation to retirement, estate and succession planning and wealth structuring”, STM (STM) I commenced that I’d previously written in late 2017, concluding, with the shares having been recovering back above 40p, that with uncertainty together with the tardiness of its announcements, if I owned I’d currently sell and await further developments and concluded, with the shares then around 32p, that I wasn’t confident in the outlook and retained previous caution. Today a “Trading Update” – and the shares currently below 30p, more than 15% lower on the back of it…

If there was an award for the worst performing oil and gas share listed on AIM over the past decade there wouldn’t be a lack of contenders, but Nostra Terra (NTOG) would definitely be in the running!

I have been warning about AIM-listed jam-tomorrow, next year, never investment company Tern (TERN) for years, but this year made it my sell of the year on the grounds that I thought this would be the year when investors finally gave up on the jam-tomorrow promises. Having hit a high point this year of 15.75p, this morning the stock is down to just 5.5p. But its (claimed) NAV per share is 7p – surely that makes Tern a buy? Er…..

Fund manager Jaime Carrasco of Canaccord Genuity starts with the Fed’s rampant money printing. Whenever central banks print like crazy, income inequality and destruction come to the middle class throughout history. These policies explain the politics today and why the outlier tends to be elected.

Verditek (VDTK), a company with negative net current assets and which is burning cash so is technically insolvent, has today announced the publication of a research report. Natch, the pathological liars at Verditek deceive investors even with this pathetic attempt to ramp the shares ahead of a placing.

I really should stick with what I know, as my call to book some profits (if you held shares) in ASOS (ASC) back in July was – ahem – not the strongest of recommendations. Still, who hasn’t been whipped around by this one at some point in the last twenty odd years? I know someone who claims to have been ‘delighted’ to have doubled their money below 10p a share back in the day… Holding your nerve on a mega growth stock is far more easily done via the fine offices of Hindsight Asset Management. All you can do is crack on and do your best – given your personal investment style and preferences. Don’t regret but look forward (and learn from the past)…

Hello, Share Swampers. One share which inconveniently fell on my commendation, but which has stormed back is Water Intelligence (WATR). Though listed on the London Stock Exchange, it has the advantage of doing most of its business across the Pond where companies have not been as virus-smashed as they are here. Currently, the share is at a record high above 450p compared to a virus low towards 250p. It has a market capitalisation of £77 million…

We recommended shares in Centamin (CEY) amidst market panic in March and they rose faster than even we expected, seeing us take a more than 60%, little more than 1 month, profit. They went on to above 230p, but are currently 160p to buy following a “Sukari Operational Update”. We believe there to have been a big over-reaction to that update and so…

Dispute with Seafox International has seen a General Meeting requisitioned for boardroom change at Gulf Marine Services (GMS) and now the publication of circular & notice of the General Meeting…

OptiBiotix Health (OPTI) “announces the launch of meal replacement shakes and bars containing OptiBiotix’s OptiBiome® proprietary weight management technology under the Optislim® brand with Woolworths, Chemist Warehouse and on OptiPharm Pty Ltd’s online store in Australia and New Zealand”…

Provider of temporary structures for events, Arena Events (ARE) “is pleased to announce that the group has secured funding of £15.6m through the Government Coronavirus Large Business Interruption Scheme… this additional funding, coupled with securing non-event revenues such as medical facilities and fixed cost reductions will enable the group to continue to trade through during these extraordinarily difficult times”. The shares though currently remain at 5.6p…

Previously writing on branded hostels company Safestay (SSTY), with the shares at 12.5p I concluded I remain wary but if interested it looks better to wait for the likely discounted fundraising from broker Liberum. Today an “Employee Options Scheme and Hostel Closures” – and the shares currently further lower, to 11p…

Industrial and healthcare products group Scapa (SCPA) has updated including “track ahead of its COVID plan… put the group on a solid foundation as it enters FY21 H2” – and the shares have currently responded to 132.6p, 7.5% higher…

Previously writing on UK automotive retailer Marshall Motor Holdings (MMH), in June, with the shares at 115p, I reviewed a “Trading and COVID-19 Update”’s ‘encouragement’, though concluding that I continued to avoid. Now a further update…

My father died at 8.22 AM on Monday and I discuss that. Then Supply@ME Capital (SYME), Eurasia Mining (EUA), Pensana Rare Earths (PRE) and market frothiness.

Hello, Share Gatherers. Novo Nordisk (0QIU) is one of those rare companies to show an increase in sales over the last half-year. Underlying sales improved by 7%. The reason is that it’s a giant medical pioneer and most similar companies are popular at the moment…

Shares in gold miner in Egypt Centamin (CEY) are down sharply on what is bad news. But the market has over-reacted in a big way and since we also expect gold to head higher in the run up to Christmas, this looks a great trading buy…

An “open letter to shareholders” from recently-appointed CEO of guarantor loans company Amigo Holdings (AMGO), Gary Jennison, includes that he needs to ask the regulator “questions and listen to their answers”. But is he going to like those answers?…

AIM-listed jam-tomorrow, next year, never, investment company Tern plc (TERN) has announced a TR-1 and…….oh dear, oh dear!…

Supply@ME Capital (SYME) is “very pleased to appoint Crowe as our auditor. Their size, international presence and sector awareness should complement very well the platform’s scalability plans and, accordingly, the current company cross-border expansion”. Er, a few things…