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?

The joke management of the London Stock Exchange (LSE) continues to insist that the AIM Casino is the world’s leading growth market. But the hard data from June 2019 shows once again that the fat cat LSE bosses are ‘avin’ a giraffe.

A week ago I emerged blurry eyed at Heathrow off an overnight from San Francisco. Actually, I say overnight but in reality with the time difference it was more like I lost a full day. I guess I gained it all on the way there... Anyhow I had been lurking in Silicon Valley for a few days, meeting a few people and customers in order to try to get a handle on things.  Yes, i was almost back to my old professional fund manager mindset.  

David Lenigas and others seem to think banning shorting is a good idea. Au contraire it would hurt absolutely everyone except fraudsters and shameless promoters. I explain this in full in today's podcast.

At 57.3p the shares in Woodford Patient Capital Trust (WPCT) trade at bang on a 30% discount to stated NAV. There has been an enormous amount written about the Woodford fiasco since it started to unfold but a couple of points are worth making...

An “Operational and Permitting Update” from Bluebird Merchant Ventures (BMV), including of “delay… due to a change in the Counter Measure Against Natural Disasters Act, which had a section pertaining to mining which potentially allowed for multiple interpretations”…

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...

Hello, Share Munchers. There was a time when day traders were rather common. And in those days, spreads were no smaller and broker commissions were generally higher. Yet nowadays hardly any armchair tycoons like us end up short-term trading, never mind using a 24-hour turnaround.  

Frontier Smart Technologies (FST) has updated including on a transaction which “if negotiations were to be successfully concluded, presents the prospect of material incremental potential value for Frontier, its shareholders (including Science Group) and other stakeholders”. This with Science Group (SAG) now having tabled a 35p per share offer for Frontier – and the shares 35.5p…

Good news for Neil Woodford today as his Income Focus Fund is off its low point of yesterday. Hurrah! But what about redemptions?

Earlier, I reviewed  the SDX Energy (SDX) Morocco gas operation and concluded it’s got some serious issues. But what about Egypt and that oil production? And that great future in South Disouq? Well I’m not sure it get much better in Egypt. This is a SELL and run for the hills and don’t look back in my book.

The NEX Lobster pot has new owners and comical David "100 billion barrels of oil" Lenigas has welcomed this on the grounds that the new bosses may ban short selling on the lobster pot. Natch this is total bollocks.

Toy bricks-based shows group Live Company (LVCG) “is pleased to provide a trading update for the six-month period up to 30 June 2019, ahead of the Annual General Meeting… The following comments will be made regarding current trading, financial performance and outlook for the financial year at the opening of the meeting”. “Pleased to provide” such information hey – sounds promising…

Until recently SDX Energy (SDX) looked in great shape with Egypt oil and Morocco high margin gas following the Circle Oil deal and South Disouq gas production due on stream. Then seemingly out of the blue, on 17^th May, we were told that the CEO is taking a long walk from a short plank, production forecasts were cut and projects delayed. What happened? I think I can see the answer, and why it could be a while before things change.

I start with a few words on The Guardian's obituary of Uncle Chris. I look at the deliberate spoof and placing at Mirriad (MIRI) answer your questions on Kefi (KEFI) look at the NEX lobster pot with its new owners and finally return to Anglo African Oil & Gas (AAOG) where a statement about THIS is needed ASAP