Hot share tips and all the big AIM exposes from the City's most-connected reporters
John Meyer of SP Angel this morning comments on First Quantum Minerals, Blue Rock Diamonds & Firestone Diamonds as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond.
No-one could accuse this website of giving Angus Forrest and Tern (TERN) an easy time but full credit to Forrest for pitching up at the UK Investor Show 2015, shaking my hand and giving a presentation. Whatever I have said about him in the past that requires a bit of nerve.The video is below.
Even the thickest mothers on this planet (that is to say the AIM regulation team) must be spotting a pattern by now as another AIM listed China fraud (Sorbic) bites the dust.
I met up with Mark Gustafson of main market listed Challenger Acquisitions (CHAL) before UK Investor Show 2015 and he seemed very switched on indeed. His presentation and the show was captured on video so see what you think.
Shares in “international provider of enterprise mobility management, mobile solutions and software as a service”, Globo plc (GBO) gained 9% yesterday to 52.5p on the back of a results announcement emphasising that for 2014 “we have produced a strong financial performance”. The following suggests otherwise…
Venture Life (VLG) is an AIM listed play on the ageing of the population. Its presentation at the UK Investor Show explains how it will profit from this and can be seen below.
Jeepers, I have not had a lawyers letter threatening me for almost seven weeks. Life was almost getting boring but I am - at a stroke - reinvigorated. It goes without saying that I am not backing down and have sent a pretty terse reply just now. So which POS enterprise is wasting its shareholders cash this time? Time for a new reader poll - I'll reveal the correct answer when we get to the next stage. have fun:
Hello Share Swillers. I happen to know there are a lot of BG (BG.) shareholders reading this splendiferous website. That’s because we get a lot of interest every time the natural gas giant is mentioned.
I ask you to compare and contrast two statements and then go email David Lenigas and ask why he is afraid of putting out an RNS for UK Oil & Gas (UKOG) which is er…true.
The Mrs is finally back from India tonight but her delay is clearly a breach of my human rights. Will any political party remedy this? The podcast refers back to yesterday's bonus China fraud Bearcast on Gate & Naibu (see HERE) before moving into the farce of today's two China Norfolks in the news, JQW and Sorbic. Then there are the lessons we learn from Arria, the Kenmare tale, Optare, Mosman and Ubisense which seems like a POS.
We have asked a number of ShareProphets columnists to justify how they are voting next week. We start our series with guest columnist Jonathan Price who explains why he is voting Lib Dem.
AFC Energy (AFC) is currently enjoying its day in the sun as the AIM Casino’s favourite fuel cell stock. Hydrogen fuel cell technology companies were all the rage in 2006/7 at about the time AFC Energy was floated, with Ceres Power and ITM Power reaching stratospheric valuations before crashing back down to earth and, in the case of Ceres Power, all but wiping out shareholders.
Shares in Arria NLG plc (NLG) currently trade approaching 70% lower today, at 9.5p, on the back of an announcement that its “contract with Shell has been terminated by notice given by Shell in accordance with its terms”. What is the outlook from here and what can be learnt from this situation?
Daniel Stewart wants this article removed - I explian why it has no grounds for this and publish both the article and legal correspondence HERE
Steve Moore and I have been big fans of K3 (KBT) for a while on the Nifty Fifty and the share tip has done us proud. Our confidence was bolstered by this confident presentation at the UK Investor Show 2015.
John Meyer of SP Angel this morning comments on Ormonde Mining, Kenmare, DiamondCorp and Ferrexpro as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond.
I think that shares in Mirada (MIRA) are cheap as it finally starts to deliver. Its CEO Jose is a good fellow and here he is presenting at the UK Investor Show 2015.
No prizes just a chance for folks to show their wit and to show their appreciation for the LSE in its heroic efforts to make the AIM Casino the success that it is. Perhaps shareholders in Arria NLG, Optare, JQW and other star performers today might be especially incentivised to enter. Post your captions in the comments section beow
This is a stonker of an AIM casino disaster – a story of greed, stupidity, investors being misled and, as it’s the AIM casino, of private investors taking an almighty rogering. Meet Arria NLG.
You couldn’t make this up: ShareProphets has piled scandal upon scandal on to the authorities at the London Stock Exchange (LSE), with particular reference to the (complete non-) regulation of the AIM Casino. And so, with a golden opportunity to face down the critics the LSE decided that it did not want Tom Winnifrith present. No matter that he is a shareholder, turning up with proof of ownership and photo ID. No matter that, as a journalist, he had already been given clearance to attend. No, the LSE didn’t want any awkward questions. Is that because they knew that Tom is correct, and that therefore they would not be able to answer?
Nine share tips tips, defending Churchill, and not missing Nigel Wray. And much more...
Oddly enough Britain's most conceited fund manager Neil Woodford has yet to agree to appear at UK Investor Show to answer some simple questions from me. What is he frightened of? I will have to go ahead with the session without him but I hope that he does not bleat on about how he had no right of reply! Anyhow, I discuss my futurology piece of yesterday and how it should be viewed if you are, like Nomates Neil, a big holder of auto related stocks. I cover BCA Marketplace (BCA), The AA (AA.) and Northgate (NTG) in this section. I also look, en passant, at another Woodford dog RM2 (RM2). Then I cover Milestone (TOAST) and finally pick up on the most excellent post on the comments section of this site by Drunken Sailor on POS Andalas (ADL)
Picking shares should be easy, right? Find a company where both profits and cash flow generation are improving plus where investor sentiment is shot to bits and the Gods of both fundamental analysis and investor psychology should be on your side.
Gold has rallied back close to trendline resistance. Will it push through this time? That will depend on if Gold can breakout in real terms (against stocks, currencies) as its strength over the past year has been driven by only US$ weakness. This is the question answered by the only half decent technical analyst on this planet, Jordan Roy Byrne in his latest Palisade Capital podcast.
Stanley Gibbons (SGI) has announced a Proposed Refinancing, including raising £6.2 million at 2.5p per share… and the shares have currently responded more than 15% higher on yesterday, above 5.5p…
As Neil Woodford is such a believer in transparency, he has pulled his monthly updates altogether so these monthly updates now take on a greater importance to provide much needed information to the long-suffering investors in the three funds. Can’t imagine why Woodford stopped them?
Union Jack Oil (UJO) has updated including noting a draft decision advertisement issued by the Environment Agency that it is inclined to award a bespoke environmental permit for drilling and testing the Holmwood exploration well in PEDL 143 and how the company “is positioned to deliver ongoing news flow throughout 2018 from our onshore portfolio of producing assets, drill-ready appraisal and exploration targets”…
Hello, Share Pickers. Previously, I’ve recommended the old Royal Insurance Company which is now RSA (RSA) to your further probing. And having now reviewed last year’s results, I’m rather glad I did.
Shares in tech wafer supplier IQE (IQE) have been on a tear recently - after the company has been the subject of not one but two short reports which questioned the accounting treatment of two joint ventures it set up in 2014.
My friend and former colleague the aristocrat Dru Edmonstone was - as widely reported - sentenced to 21 months last week for a £60,000 benefits fraud, something the pathetic wretch did to fund his spread betting addiction. I discuss this and ask does a case like that of Dru justify the current clampdown on spreadbetters. I think such a clampdown would not have stopped Dru for addicts will always find a way. I discuss the odd goings on at Saffron Energy (SRON) which hardly inspire confideence. But my main focus is on the revelation HERE by Cynical Bear that Neil Woodford's flagship £7.1 billlion fund has taken on an overdraft, as an emergency measure to fund either redemptions or a growing collection of falling knives or both. If Woodford believes what he says about markets being overvalued - and I do - this is a sign that Britain's most conceited fund manager has completely lost the plot and may be not that far from the final collapse.
I last wrote about PCG Entertainment (PCGE) about six months ago (HERE) after it announced its Riverfort funding deal which I thought was potentially ok provided PCGE kept up its newsflow to provide the necessary liquidity to soak up the Riverfort sales; however, unfortunately, nothing of any import has been announced and in fact, nothing has happened at PCGE since the dark ages it seems – isn’t it just a cash shell?
England’s newest Alternative Merchant Banking company First Sentinel PLC has one mission for its shareholders: value creation and growth. Sometimes it can be hard for investors to find the right opportunities offering good returns with an acceptable level of risk. Often investment opportunities are made available to institutional investors with retail or high net worth investors coming second. First Sentinel works diligently to gain access to such investment opportunities to the benefit of shareholders.
Hello, Share Carriers. Even a raging bull like myself has to accept that sooner or later shares will crash to more realistic levels. There was a scare in that unhappy direction a couple of weeks back, but it seems to have been a false alarm. That doesn’t mean that the real thing - a proper crash - doesn’t continue to threaten us. So what should we do to preserve our assets now?
From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...
Ignore what Ed Karr says about ramping his own stocks. What he says about inflation, a word unfamiliar to younger readers, is of real note. In this podcast from Palisade Capital, Karr discusses how you need to time the market cycles correctly. Gold is currently catching a pretty good bid, particularly with the recent dollar decline. We have seen an increase in volatility recently, and things are looking pretty good for precious metals. We could break through the 1350 level this year, and 2018 is shaping up to be an excellent year for gold.
I haven’t commented on fully listed Interserve (IRV) for a while. This, of course, is another outsourcing company doing our blessed government’s good works for it – and, like Carillion (RIP) is struggling with its debt (albeit we are to believe to a lesser extent). It is also a company which has delivered less than complete clarity. But it is under new management. So I wonder why the shares (now down to just 64.9p to sell as at Friday’s close) have again been slipping.
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