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VDTK
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Interims from Verditek show the lying mothers are more or less insolvent

Welcome Lord David Willetts to the world of turd polishing on the AIM casino and your first interim results at Verditek (VDTK). It’s time for some more share ramping and lying to investors as you guys really do need a bailout placing asap.

SRT

SRT Marine Systems – following July “pleased to provide” trading update, full-year results...

Previously writing on SRT Marine Systems (SRT), in July with the shares at 37p I concluded I continue to wait for some meaningful net cash generation to be shown before reconsidering my decision to avoid. The shares last closed at 41.5p, but are currently back below 37p on the back of results for the company’s year ended 31st March 2020…

DPH
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Dechra Pharmaceuticals sorts out fat cats but is not on my buy list

A couple of years ago I wrote on shares in Dechra Pharmaceuticals (DPHnot particularly complementarily, observing ‘I would not want to be paying a 30 times P/E ratio for that…even if its range of equine, cat and other animal pharmaceutical products continues to grow’. It has taken a while, but over recent weeks the stock has broken back above this letter. So on a quiet regulatory news day…what to make of this name following the publication of its full year results today?…

AAF

Fewer Africans Than You Think Pack a Mobile Phone but this Sparky Outfit is Changing All that

Hello Share Folk. The need for telecommunication has never been higher. The coronavirus has focused many more minds on keeping in touch without contact. This doesn’t just apply to the financially developed world, but to less technically developed places like the majority of Africa. Which brings me to Airtel Africa (AAF)…

Bearcast
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Tom Winnifrith Bearcast: It happens once or twice a decade, Zak Mir says something quite interesting

Sorry to the in-house Euro loon Jonathan Price who reckons that my interest in the US election is excessive but two new polls yesterday cast further light on the races in Pennsylvania and Florida which  as I noted yesterday  are two of the three states that will decide the election. I discuss this and then Justin Urquhart Stewart on gold where he gets his numbers so wrong that I am more bullish than I was as I think this tells you something of wider import. Finally onto my good mate the Sith Lord Zak Mir, a chap called Carl Linton who is a plumber and heating engineer, and the current mood of market craziness.

ICON
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Iconic Labs – More evidence of Toxic Dave Sefton’s close relationship with Iconic and about his new £1.45 million purchase

Linton Capital LLP, an investment company run by Toxic Dave Sefton, has been busy putting in place the arrangements to buy the Joe Media businesses in the UK – even though Joe Media may, as I exposed a day or so ago, be going seriously off the rails.  A recently filed security agreement now to be found at Companies House dated 9 July 2020, indicates that Toxic Dave, Linton Capital LLP and Greencastle MM Limited have entered into an agreement with BPC Ireland Designated Activity Company not to exceed £3,787,000 and any interest due and payable.

premium content

From my sofa I review the prospects for the FTSE 100 relegated ITV

Regular readers will know already that as far as index shifts go, I tend to find more interest in those falling out of the FTSE 100 than those coming in.  Naturally, for spotting epic growth names, such a strategy is not going to be optimal, but if you like momentum names then…good luck.  Did you see late last week that whilst discounter B&M European Value Retail (BME) has been promoted to the FTSE 100 index in the latest quarterly reshuffle, media name ITV (ITV) has been relegated? 

  • 6 September 2020, 15:29 |
Gold

Video: Fed has Triggered Inflationary Avalanche, follow Buffett and buy gold

And if analyst Craig Hemke is correct, you just have to buy precious metals exposure, especially gold.

Quiz

The ShareProphets Sunday Pub Quiz #53

Welcome to the Sunday ShareProphets Pub Quiz. Find your own beer, sit in the most comfortable seat, and, under no circumstances, can you Google the answer. Only I can do that. There are no prizes but post your scores in the comments for bouquets and brickbats.

Gold
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The View from the Montana Log-Cabin as the Nasdaq sells off, Gold holds its own and I welcome convert Jeremy Warner of the Daily Telegraph

Phew – that was quite a week! Having posted yet another all-time high on Wednesday, the Nasdaq went into a mini-meltdown and dragged the DOW and the S&P with it, albeit to a much lesser extent. Even Bitcoin felt the wobbles as it closed the week at a shade over $10,000 having notched up almost $12,000 during the week. But as I sit here on the veranda of my log-cabin gazing out into the woods (where my secret stash of Gold is buried) it was a week of relative peace: it went up to just shy of $2,000 per oz and closed the week at $1935. Crisis? What crisis?

Professor

Sunday Long Reads: 300 year-old butchers, Saudi Twitter, True Singapore, Pickpockets, Disturbing Deacons

Is there a better thing to do on a Sunday than to sit back and read a real, meaty article that is meant to be savoured and enjoyed? Not a blog post, not a news item. Like when we used to do with newspapers before the smart phone ruined everything.

TERN
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Comedy Central on the Tern BBs! Does this win Bulletin Board Moron of the Year?

With a hat-tip to Temptress on our own highly intelligent comments board, you just couldn’t make this up! Last week the principal investee of AIM-listed POS investment company Tern (TERN), Device Authority (DA), filed documents at Companies House taking away B-share rights of what appear to be former employees. It seems that these former employees left the building some time ago, but DA’s paperwork has been such a shambles that it is only catching up now. So the BBMs decided it was a tidying up exercise and that therefore DA is about to be sold……£s, not pence.

Top-10

Notes from Underground - Most read articles for the week ending 5 September 2020

The most read non-Tom article this week is BREAKING NEWS: Synairgen – Trial “progress”, but do you feel lucky? by Peter Brailey is at a terrific number two or number five including Bearcasts and Tom’s new shareshow. Which one is the best of the week? Tell me in the comments.

AMGO
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Richmond Group pledges to buy up to 29% of Amigo shares - but this boardroom spat is all just a sideshow to a judicial review of complaints against the company

I’ve been following the whole saga surrounding sub-prime lender Amigo (AMGO) for some time now, as well as the whole of this sector in general.

Bearcast
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Tom Winnifrith Bearcast: Trolling & harassment of me by SYME Morons hits new depths and can Trump win? I now call it as being down to just 3 states

My new video show is live and if you have a spare three hours, it is, if I say so myself, a total belter and can be watched HERE. I then discuss the US election and am ready to call all bar three states: Pennsylvania, Florida and Michigan. I believe that the maths are that Trump will have to win all three to win. There are three others I am calling but with a low degree of certainty (Ohio for Trump, Wisconsin and Minnesota for Biden). I discuss what will swing the three uberswing states and where things stand now but also what financial betting markets tell us. Then trolling of me by morons, this time owning Supply@ME Capital (SYME), hits a new low. I discuss these sad creatures and how they motivate me to dig even more. 

Bear

The war on landlords has begun as has the war on fiat currencies

Things are going to get very nasty very soon

GYM
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The Gym Group – interims, business re-opening momentum...BUY

The Gym Group (GYM) has announced results for the first half of 2020 and “since re-opening, member visits have been steadily increasing week by week. Whilst the total number of visits remains lower than the same period last year… the number of visits per member is now at the level of last year, demonstrating a growing confidence in our member base about working out in our gyms”

ABC

Table of shorted AIM shares - week to 04/09/2020

From the FCA’s spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2019 and thus far in 2020 (by net short position %, those in bold not on the list at the start of 2020) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week…

TERN
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Tern – What is going on at Device Authority?

Needless to say there has been no statement from AIM-listed POS investment company Tern (TERN), but the BBs are full of speculation that principal investee (by far) Device Authority is being sold. Quick, buy, buy, buy…..£s not pence! Or not.

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CTAI

Catenai – monster dilution

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