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Latest News

MOS

Mobile Streams – trading update, forget the potential business development opportunities!...

Mobile Streams (MOS) has updated including in Argentina “the board are now looking to renew commercial activities with previous customers” and “in Mexico, actions have been taken in order to re-launch the commercial operation with Telcel, the largest carrier in Mexico”. However…

ROSE
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Rose Petroleum – Lucky Escape!

Rose Petroleum (ROSE) has had a rather interesting year so far in bringing in new capital and senior management. RNS statements caused real concern earlier this year, as Tom noted. What caught my eye was just how close the company came to having David Sefton and James Berwick sat on the board. As Tom discusses today, given what has happened at Anglo African Oil and Gas (AAOG) it is perhaps very fortunate for Rose shareholders this plan fell apart!

Bearcast
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Tom Winnifrith Bonus Bearcast: More dissembling from the bullshit merchant David Sefton of AAOG

There is a new RNS out today which begs massive questions which the company refuses to answer. And there is still the matter of the placing at 5.2p and more questions about whether Anglo African Oil & Gas (AAOG) will get that away in light of what it claimed on Friday. This stock is now utterly toxic and uninvestable at 4p. Enjoy.

Newsboy
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GlaxoSmithKline & Persimmon shareholders take note: it is all about where you are going

I asked back in January whether GlaxoSmithKline (GSK) wanted a 'yes man' new chair in order to push through the CEO's plan to split the business (and pursue some expensive-sounding deals on the consumer side). The share has pushed up a pound or so since then, so the lack of clarity on this question has not been a huge issue overhanging the stock but we have a little bit more insight on this issue - with reports that the company is close to hiring Jonathan Symonds, a real pharma sector insider with experience at AstraZeneca (AZN) and Novartis among others…

PTSG
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PWC Leeds office in the soup for a third time – PTSG and the £540k payments to CEO

The other day the Leeds office of PWC was fined heavily and slammed by the FRC for professional negligence in the case of not spotting accounting fraud at Redcentric (RCN). It was the second such notice in two years for PWC Leeds and the office is on a warning. Thus I am sorry to say but it is in the soup again over the massive undeclared payments going, over many years, to the CEO of Premier Technical Services Group (PTSG), Mr Paul Teasdale, which I exposed in full on Saturday HERE. Now here is why PWC is in the soup…

US-Dollar

David Scott has a very bad day in Congress

A number of seasoned professional (as detailed here over the many past weeks) feel markets are ripe for a sudden and painful rollover in bonds and stocks. My assessment is that the likely trigger for a market shock will be a “no-see-em”, something so obviously hidden in plain sight it catches us completely and painfully...

SOPH

Try These Cybermen if You Think Computer Security is a Great Business to Be in

Hello Share Crumplers. There is real anxiety in the business world about cybersecurity. Especially as the company which owns British Airways has been fined a staggering £183 million over hackers raiding its files. That seems to be a bit unfair, as these varlets seem to be one step ahead these days. It’s because of a change of law which has turned small fines for this kind of thing into huge ones.

KEFI

KEFI Minerals – Q2 2019 operational update, shares remain a Buy

Q2 2019 Operational Update” from KEFI Minerals (KEFI) includes on its key Tulu Kapi gold project in Ethiopia that recent incidents have “necessitated the activation of strong measures and checks at site before commencement of resettlement activities along with the commissioning of an updated independent security report prior to the equity closing and then the triggering of community resettlement” but also “KEFI remains confident that the evaluation will not have changed from similar previous independent assessments and that the project equity closings can complete this quarter and the overall project timeline will remain unaffected”

BKY
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Berkeley Energia – “Strategy and Management Changes” = CEO resigns. Why?

What the hell is happening at Berekely Energia (BKY)? A “Strategy and Management Changes” announcement from Berkeley sees the shares currently slightly lower below 19p, albeit still up from sub 10p at the beginning of this year…

NUOG
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SHOCKING: Nu-Oil appears to have delayed updating the market with price sensitive information

If legal action is being taken against a listed company you would expect that it would inform shareholders to be informed immediately, so I was more than a little surprised that it took Nu-Oil and Gas (NUOG) more than two weeks to inform the markets of a claim against it.

Bearcast
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Tom Winnifrith Bearcast going to town on Lord Razzall and the ludicrous accounts of St James House

I reflect on a week of triumphs with regard to lawyer's letters, Anglo African Oil & Gas (AAOG) and TrakM8 (TRAK) and revisit St James House run by Lord Razzall and its quite utterly ludicrous accounts which need major restatements.

Professor

Sunday Long Reads: Generalise, don't specialise, 48 hours that almost brought down Trump, Kremlin Rock, 1% daycare, Early Sailors

Is there anything better than sitting back and reading a well-written article on a lazy Sunday? Every week ShareProphets features some long form journalism that you'll find of interest. Grab your cuppa and enjoy these five articles.   

TPK
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Sunday, Sunday here again...so roll out the DIY sector geek stats

Today happens to be one of my favourite Sunday's of the whole year with the twin pleasures of flicking between watching the British Grand Prix and the Tour de France on TV awaiting this afternoon.  However it is always correct to put duty before pleasure, first a few investment related thoughts on another Sunday occupation for many people out there: the visit to a DIY store. 

Newsboy

Notes from Underground: There's gold in them thar joints

Having spent the week in Canada, I was tempted to put up another Visual Capitalist chart about Cannabis, but the latest one was clearly sponsored and had a logo all over it. We at ShareProphets are purer than that.

PTSG
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EXPOSE: Premier Technical Services Group - now about that material undisclosed related party deal involving your CEO

I am worried that Premier Technical Services Group (PTSG) may have accidentally failed to make appropriate disclosures regarding a very material related party transaction involving Paul Teasdale, the CEO and a monster annual dividend he seems to have been receiving from one of the subsidiaries. 

BST
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Big Sofa – positive trading update… but haven’t we already heard it quite recently?

Big Sofa Technologies (BST) has updated investors with news including that it “announces H1 revenues of £1.1 million as the business gathers momentum and delivers revenue growth of more than 70% over the same period last year”“this progress has been achieved on a materially lower cost base compared to 2018” and “we now enter the second half of the year with confidence and momentum… fully expect to deepen the Ipsos relationship further whilst securing new revenue streams with strategic client wins”. Sounds good, but haven’t we already heard this quite recently?...

Gold
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Gold – Jordan Roy-Byrne very bullish and my portfolio (for amusement!)

The one technical analyst rated by ShareProphets, Jordan Roy-Byrne of thedailygold.com, is very bullish on Gold. That may not be a surprise – there aren’t many goldbugs who have been anything but right through the last few years of purgatory. But Roy-Byrne is different: he has been a miserable so-and-so until very recently. Now it seems that he is very excited about what is to come. More importantly, his calls seem to have been on the money.

Bearcast
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Tom Winnifrith Bearcast: 2 legal letters and a knobhead from the establishment defends Neil Woodford

Adding to my joy it is off to the mother-in-law's for her Birthday. One lawyer's letter was on behalf of Julie Meyer. I have reported Ms Lingerie on expenses and her lawyer to the North Wales Police in response to the letter you can see here. The other was from Stifel Europe. I discuss Stifel's letter concerning Yourgene (YGEN), Stifel's dire coverage of Woodford Patient Capital Trust (WPCT) and then how Sir Douglas Flint  of IP Group (IPO) - a big short - has come out to bat for Neil. Extraordinary.

ASC

Table of shorted AIM shares - week to 12/07/2019

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Boom
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A lawyer acting for a scumbag threatens me as I carry my Uncle's Coffin - here is his letter

The lawyer in question is an avid reader of ShareProphets so he and his client will have been fully aware as to my location on Thursday afternoon when they sent his latest missive. I asked you to guess who could be so utterly morally bankrupt as to behave in this way. 45% of you guessed correctly HERE

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