Hello Share Twiddlers. While I still have my biggest investment in giant oilers, I've got a sneaking suspicion that I ought to put more cash into a few tiddlers. This is not an easy thing for me to say, as my past small oil plays have nearly always ended in tears including a few dallies with the Falkland Islands...

Earlier today, Anglo African Oil & Gas (AAOG) and its spineless and morally bankrupt Nomad FinnCap (FCAP) were finally forced to respond to our series of exposes. But their limp dick statement will have fooled nobody and the pressure on Anglo to fire Sefton is mounting. Just to pour a can of gasoline on the flames let’s turn to the £300,000 of shareholders cash question.

Writing late last week on Frontier Smart Technologies (FST), I concluded including I suggest good luck with seeking to open those collaborative discussions with Science Group and its advisers. Today an update from Science Group (SAG)…

‘We’re so focused on monetary policy and this mythical China deal that we just don’t seem to be paying attention to earnings, which are really what should be driving stock prices.’

In today's bearcast I look at more toxic behaviour at Anglo African Oil & Gas (AAOG), at TrakM8 (TRAK), Bluejay (JAY) and there is more on Woodford Patient Capital Trust (WPCT) and the, slowly detonating, nuclear grenade that is Proton Partners (PPI). I also look at (bad) news from Asos (ASC) and Sosandar (SOS) and wonder if there is something happening in online shopping that we have missed.

A couple of weeks ago I covered Sound Energy (SOU) and its recent disappointing drill results which appeared to cement its fall from grace as a favourite amongst private investors. At the time the share price was around 8.7p and I mentioned the fact that some of the placees from the recent equity fundraising of $2.7 million net at 10p would likely be looking to try and create a spike to sell into. Since then I have seen all sorts of rumours on social media, including one that a single shareholder took £3 million of placing shares – which is more than were actually issued!

Telematics and data insight provider, Trakm8 (TRAK) has announced results for its year ended 31st March 2019, including “sales related challenges and contract delays significantly impacted” but that “the new financial year has begun with new contract awards from two further insurance companies, with revenues already commenced” and “Fleet sales team's performance is continuing to improve, securing a higher value of contracts than the corresponding period last year with this momentum expected to continue”. The current year to be much improved then?...

I found it interesting that the comment that was written to my article about the challenges of high headline dividend yields asked about my views on Imperial Brands (IMB). I took the view that for the tobacco giant it actually was more of an opportunity than a threat because I could not see the scope for the dividend to be cut because of what I perceive as the strengths of its cash flows. And actually this is how it seems to be working out...

After intense pressure from ShareProphets and from those who were signed up to take part in a £2.7 million placing at 5.2p and are threatening to pull out, disgraced David Sefton and Anglo African Oil & Gas (AAOG) have made a statement. But the turd Sefton has misled investors again. How is Nomad FinnCap putting its name to this? Does FinnCrap have no shame? As Sefton dissembles I have some new revelations below....

Lucian Miers warned over the weekend that investors should not be fooled by the discount to NAV apparently on offer at Woodford Patient Capital Trust (WPCT) and in fact the shares are a sell. I’ve been crunching a few numbers and it is scary stuff. Do the hard maths and you see why the stated 83p NAV is pure fiction and will be c40p before too long.

Hello, Share Breakers. May I admit that some of my expensive wardrobe was bought in Primark, including the fetching purple polo shirt which I’m sporting now. Anyone who goes there can attest to the huge crowds its stores attract. More importantly, the queues to pay are usually long...

Fox Marble (FOX) “is pleased to announce it has entered into a new sales agreement with a customer based in China”…

Cynical Bear warned Benevolent AI would be Neil Woodford's Kryptonite in May 2018. His coverage before then and his and our coverage since then was amazing and so far ahead of that of the Deadwood Press. The Sunday Times does some "analysis" today and almost gets the same answer we got years ago. Wankers. But it has a new angle: the next funding round will be a savage "down round". I explain why this will blow Woodford apart exposing to all what a greedy charlatan and chancer he is.

On July 1 we revealed that having raised cash in a placing he said was not needed just a few days prior at 10p a few months ago, David Sefton was trying to raise £9 million more at c5p for AIM promote Anglo African Oil & Gas, HERE. By Wednesday we exposed the undeclared related party company screwing nature of that fund raise HERE. On Thursday we flagged up that the placing part of the fund raise was in trouble HERE. Now on day seven of the David Sefton P45 watch I have written to Mark Steward at the FCA demanding he act. The letter follows....

Whilst one of my tips of the year Sage Group (SGE) goes from strength to strength, the other one - GVC (GVC) - continues to be all over the place as I recounted here a couple of months ago . 

With the Neil Woodford debacle I’ve taken my eye off the ball here – many apologies. So here is an update on my five AIM sells for 2019, the first since the end of March.

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.   

Neil Woodford’s Income Focus Fund dropped 0.53% in its NAV per unit on Friday as the fund slipped to another new low point of £291.6 million. Having closed at £293.6 million on Thursday that 0.53% drop should have seen the fund down to £292.0 million but redemptions once again knocked a further £0.4 million form the total.

I'm writing this column from beautiful British Columbia, on Canada's West Coast. You have, of course, heard about the earthquakes in California. You probably didn't hear about the earthquakes, which happened around the same time, in northern British Columbia. That puts yours truly right between the two.

On July 1 we revealed that having raised cash in a placing he said was not needed just a few days prior at 10p a few months ago, David Sefton was trying to raise £9 million more at c5p for AIM promote Anglo African Oil & Gas, HERE. By Wednesday we exposed the undeclared related party company screwing nature of that fund raise HERE. On Thursday we flagged up that the placing part of the fund raise was in trouble HERE. Now on day six of this scandal it is worth asking why David Sefton has not yet been fired?