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Tom Winnifrith Bearcast: talking to Kefi and the hidden lack of profits warnings: Nightcap and musicMagpie are zeros
The olive harvest is done and I am freezing here in Greece. In today's podcast I look at Kefi Gold & Copper (KEFI), NightCap (NGHT) and musicMagpie (MMAG).- By Tom Winnifrith |
- 10 December 2023, 16:39 |
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Sunday Long Reads: Death of a Good Salesman, Alien Artifacts, Sellafield, Two Chomskys, JFK Assassination Archive
Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?
- By Darren Atwater |
- 10 December 2023, 09:35 |
Visual Aid: Visualizing Portfolio Return Expectations, by Country
How do investors’ return expectations differ from those of advisors? How does this expectation gap shift across countries?
- By Darren Atwater |
- 10 December 2023, 09:34 |
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The ShareProphets Sunday Pub Quiz #218
It's time for the ShareProphets Sunday Pub Quiz.. There are no prizes! And remember, no Googling!
- By Darren Atwater |
- 10 December 2023, 09:34 |
Notes from Underground – Most read articles for the week ending 9 December
Here are the most read and most listened-to articles and Bearcasts on ShareProphets over the past seven days. In a new development, the most read non-Quiz, non-Tom article last week is the Chris Bailey's thoughts on BAT at No 5 or No 10 including Bearcasts.
- By Darren Atwater |
- 10 December 2023, 09:33 |
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Iconic Labs – the dilution carries on apace, again what is the point of this company?
Since I last wrote about Iconic (ICON) it has had a further two convertible loan note conversions, one from Toxic Dave Sefton’s Linton Capital and one from European High Growth Opportunities Securitization Fund. Iconic now has 10.3 million shares in issue up from 4.7 million that remained after its 10,000 for 1 share consolidation on 25 August 2023.- By Tom Winnifrith |
- 9 December 2023, 17:08 |
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Lift Global Ventures – accounts reveal level of slow paying and non-paying customers.
The annual report of Lift Global Ventures (LFT) has now appeared on the Lift website and we can take a more detailed look at the business run by Zak Mir aka “Brown Envelope Man”.- By Tom Winnifrith |
- 9 December 2023, 17:07 |
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Catenae Innovation – finally exits Hyperneth acquisition fiasco, AIM at its most pointless
Catenae (CTEA) is a great example of a pointless AIM company. When it was called Milestone Group it racked up continual losses which have continued under the Catenae name. It had a brief spike in its share price during the COVID era as the usual suspects ramped its shares on the basis that Catenae had blockchain technology which might be valuable but of course it wasn’t because who wants to use software from a tiny subscale loss making group to monitor a national population’s vaccine status.- By Tom Winnifrith, the Sheriff of AIM |
- 9 December 2023, 16:57 |
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DS Smith – “challenging environment” interims, but an outlook optimism & yield Buy
DS Smith (SMDS) has announced results for its half-year ended 31st October 2023, noting a “challenging environment” but that second quarter volume performance was improved versus the first quarter and that it expects this trend to continue as it continues to win market share.- By Tom Winnifrith & Steve Moore |
- 9 December 2023, 15:33 |
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Don't get too excited about the inevitable continuing fall in mortgage rates
Since Malcolm wrote HERE about Berkeley Group (BKG) a few days ago, and the company issued some formal results yesterday, I will him write about his updated thoughts. What interests me more today, is that I see the media observing this morning that "average two-year mortgage rate drops below 6% for first time in six months". Should the average housing sector punter be excited?- By Chris Bailey of Financial Orbit |
- 9 December 2023, 15:23 |
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Gooch & Housego – full-year results, outlook confidence from a winning share tip
Photonic components and systems manufacturer and 510p offer price tip last month, Gooch & Housego (GHH) has announced results for its year ended 30th September 2023 and that it is confident it will deliver further profitable growth this year.- By HotStockRockets |
- 9 December 2023, 09:49 |
Lloyds Bank Gallops Ahead on the Week, but Here's Why the Happy Ride May only Just Be Starting.
Hello share thrashers. Let’s make an early return to Lloyds Group (LLOY). Because the bank is a really interesting play at the moment. It won’t have escaped your attention that the black horse has been riding high over the last week. Up by nearly 5%. But there’s still more to come, one fancies.- By Malcolm Stacey |
- 9 December 2023, 09:48 |
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easyJet – full-year results, remains a Buy
easyJet (EZJ) has announced results for its year ended 30th September 2023, which are headlined “Record H2'23 financial performance with a positive outlook for FY24” and include the reinstatement of a dividend. Good news!- By Tom Winnifrith & Steve Moore |
- 8 December 2023, 16:48 |
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Tom Winnifrith Bearcast: that chat with Steve O'Hara
In today's Bearcast I look at Contango (CGO), Landore (LND), Optibiotix (OPTI),Probiotix and Skinbiotherapeutics (SBTX) and update you on olive harvesting.- By Tom Winnifrith |
- 8 December 2023, 16:33 |
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East Imperial – “pleased to announce the appointment of Allenby Capital”. Er, why might that be?…
Describing itself as a “global purveyor of super-premium beverages”, East Imperial (EISB) has announced an “appointment of Allenby Capital as broker”, stating that “the appointment aligns with the company's strategy of expanding the group's investor base” and that Allenby’s “experience in helping ambitious companies grow will be invaluable to East Imperial as we expand in premium markets worldwide”. Er, a few points on those…- By Steve Moore |
- 8 December 2023, 16:30 |
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UK Oil & Gas robs the gas meter to pay the electricity meter
Some folks seem to think that UK Oil & Gas (UKOG) received a cash windfall today of £675,000. I am sure that is what CEO Lyin’ Steve Sanderson wants them to think but au contraire.- By Tom Winnifrith, the Sheriff of AIM |
- 8 December 2023, 15:39 |
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Christie Group – “trading statement”, surely not a warning on trading AGAIN?!…
Previously writing on professional & financial services and stock & inventory systems and services group Christie (CTG), in October with the shares down to 97.5p I noted it stating recovering transactional pipelines but that such pipelines require to be materially net cash generatively converted to really be useful and, with the macro uncertainty, to continue to avoid. What then of today a “trading statement” commencing that “as anticipated, invoicing levels have improved markedly since the end of the summer period and as such the group expects to report an improved second-half performance on that achieved in H1”?
- By Steve Moore |
- 8 December 2023, 15:08 |
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CML Microsystems – interims, a further growth potential Buy
Semiconductors developer CML Microsystems (CML) has announced results for its half-year ended 30th September 2023 and emphasises that it is positioned well to fully capitalise on the opportunities available in the new and expanding markets in which it operates.- By HotStockRockets |
- 8 December 2023, 13:32 |
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Artisanal Spirits warning and Adjusted EBITDA hocum schmocum: a bonus Metaxa for the Sheriff
As a perma bear of whisky curator and provider Artisanal Spirits (ART) today’s sales and lack of profits warning comes as no great surprise. It was just 12 weeks ago that the company reiterated its was comfortable with calendar 2023 consensus forecasts. Boy have things changed quickly.- By Tom Winnifrith |
- 8 December 2023, 13:25 |
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Anglo Asian Mining – a recovery and gold price Buy?...
Shares in gold, copper and silver mining in Azerbaijan company Anglo Asian Mining (AAZ) were above 100p as recently as early in the summer before challenges including resulting from an environmental audit carried out at the behest of the Azerbaijan Government. However, the announcement last month of an “agreement of environmental action plan” with the government meant the company “free to restart all its operations” and, though the shares recovered somewhat on that, we see clear potential for them to exceed 100p again.- By HotStockRockets |
- 8 December 2023, 13:25 |