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Latest News

DGE

Reply to Juicin Drumroll - And Let's Get Ethical.

Hello, Share Takers. Juicin Drumroll, whose posts on this venerable website are always valuable, lashes into my piece on Diageo (DGE) the drinks giant. He alleges that booze can cause more trouble than illegal substances in this country. He said he would feel dirty owning this share.

Pig

Friday odd one out contest

Easy, you will find below four fine upstanding citizens. Which is the odd one out and why? Answers in the comments section below with a deadline of midnight tonight.

Bearcast
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Tom Winnifrith Bearcast: As Neill Rickets steals Adam Reynolds' keyboard I agree with Neil Woodford

In today's bearcast I cover Diageo (DGE), Versarien (VRS), Mayan (MYN), Vela (VELA), Dev Clever (DEV) and i3 Energy (i3E). No doubt Mr Ricketts wants to be a hero and ahead of my next training walk tomorrow I beg you to be one too and get us past £20,000 raised by donating HERE

MTRO
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Metro Bank: more madness and two big upcoming investor decisions

Finally is bad boy Metro Bank (MTRO) finally seeing sense?  You will recall that I have been bearish on this one for a while, noting earlier in the month that 'you should still be avoiding this one like the plague' as i explained the madness of the company continuing to prevaricate on their money raising. 

Atomic

Podcast: A New Uranium Bull Market is Approaching

We have a small exposure to Uranium via Berkeley Energia (BKY) but its shares are driven by the Spanish approval process more than the uranium price. But I can't say i'd be averse to a bull market in yellowcake. 

OPTI
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Optibiotix – another day another deal, but a question...

Steve O’ Hara says he is looking to do two new distribution deals a month and so here is the first for May. Optibiotix (OPTI) has announced that its fully-owned subsidiary ProBiotix Health Ltd., has signed a license agreement with Instituto Español de Nutrición Personalizada, S.A. for the use of Lactobacillus plantarum (LPLDL) in personalised food supplements in Spain...

TEK

2019 UK Investor Show ‘Dragon’s Den’ update - early leader remains...

The great success that was the 2019 Global Group UK Investor Show saw three 'Dragon's Den' sessions where a number of CEOs each gave a 1 minute (well, supposed to be!) pitch and three 'Dragons' at each session each picked a stock for a £1,000 investment. With the show having been in the last week of March, here’s a performance update after just over a month...

ARB

Argo Blockchain – disingenuity ahead of sack-the-board General Meeting

Argo Blockchain (ARB) has updated including that it “reiterates that it expects to be operating cash breakeven during May… expects to turn EBITDA break-even in the second half of this year” but also that it “has recently contracted to purchase 1,000 S17's for a total consideration of £1.7m to be put into production in early July”

DGE

Drink to Diageo as its Froths Higher into yet Another All-Time Record

Hello, Share Callers. As most shares are falling now on Brexit fears, though I believe them to be groundless it might be the best idea to avoid buying most stocks in the expectation of getting them cheaper a little later on. And yet one company tends to do well when its fellow Footsie members step back...

IQE
premium content

Reader Post of the week: Duncan Stewart puts Malcolm Stacey straight on IQE

Malcolm was talking his own book on IQE (IQE) this morning and I did my best to put the bear case HERE.  However this response to Comrade Staceys post of earlier, in the comments section, from bearish fund manager Duncan Stewart merits a wider audience. Over to the great Scot:

TST

Touchstar – “pleased to announce” results… so why the 16%+ share price decline?

“The Board of Touchstar plc (AIM:TST), suppliers of mobile data computing solutions and managed services to a variety of industrial sectors, is pleased to announce its final results for the year ended 31 December 2018”. The shares have responded currently more than 16% lower to below 34p. “Pleased to announce”, you say?...

KIE

Hapless Neil Woodford – in for a penny…..in for another £7m! (of other folks cash)

It emerged last night that Neil Woodford is still buying shares in Kier Group (KIE) like they are going out of fashion. Mind you, with the stock again plumbing the depths, I guess they are – and Neil Woodford appears to be the only buyer in town

WRKS

TheWorks – like-for-like sales +3% & returns on new stores “particularly strong”... so why the share price slump?

“TheWorks.co.uk plc (WRKS), the multi-channel value retailer of gifts, arts, crafts, toys, books and stationery, announces today a trading update covering the 52-week period to 28 April 2019… like-for-like sales growth of 3.0%... Returns on new stores in the period have been particularly strong”… And a current approaching 20% share price decline, below 100p?...

Bearcast
premium content

Tom Winnifrith Bearcast - these companies are just taking the piss as management troughs it

Ahead of lunch with a scouser I encounter someone just out of prison. There you go, life here in the Grim North. I urge you all to follow the lead of Saintly Tech Queen Vin Murria HERE.Greedy AIM bosses screwing shareholders infuriate me and in that vein I cover: Mirriad (MIRI), EVR Holdings (EVRH) and Argo Blockchain (ARB). I also look at FinnCap (FCAP) where the dam is breaking, Share PLC (SHRE), Frontier Smart Technologies (FST) and Audioboom (BOOM).  

BT
premium content

BT Group's full year numbers surprisingly...boring

If I was a CEO putting together my first presentation document outlining how I wanted to get an underperforming supertanker of a company back into shape, I think I would start with a line something akin to 'Initial impressions positive but we need to build a better (company) for the future'. So no surprises from new BT Group (BT.A) CEO Philip Jansen in his first quarterly statement fully in day-to-day charge of the UK's best known telecoms company. However what I would then expect - silent assassin style - would be slash n corporate burn after a 'nice' start. Well blow me down...it did not happen…

MIRI
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Mirriad Advertising Results – Told y’all cash crisis ahoy

You have been warned so many times by myself about the uber dog Mirriad (MIRI) which listed on the AIM casino at 62p per share in December 2017. The shares are now 6.25p so shame on Nomad and broker Numis for this hound. Today we have calendar 2018 results and a warning that it needs a bailout placing within a year. I should cocoa.

FST
premium content

Frontier Smart Technologies – “reviewing its plans” for cash mitigation. I bet it is!

Previously writing on Frontier Smart Technologies (FST), in July I concluded I suggest some consistent delivery is now needed here to re-inspire confidence and, at least before that, I avoid. Today the self-styled “pioneer in technologies for Digital Radio and Smart IoT devices… announces a trading update and revised outlook for the current financial year ending 31 December 2019”. Uh oh…

WTG
premium content

Watchstone ( Quindell as was) writes off all goodwill in the part of the fraud promoted by Gary Lineker

Today sees the publication of quite abysmal results from Watchstone (WTG), the company formerly known as Quindell (QPP). It confirms that the Serious Fraud Office investigation into the former management team led by King fraudster Rob Terry is ongoing but there is also bad news for the jug eared virtue signaller Gary Lineker who trousered £5 million from selling free shares in Quenron as the company he promoted, Ingenie, is going down the pan.

DIS

Distil – Q4 not as disappointing as it looks… and reasons for optimism

Premium alcoholic drinks brands company Distil (DIS) has updated to “anticipate full year performance for the year ended 31 March 2019 to be in line with current market expectations” and “we expect continued growth in our core Rum and Gin markets during 2019”. The shares though have currently slipped back, below 2p…

IQE

IQE: Part Two

Hello, Share Campers. Yesterday I told of my weakness in holding shares in IQE (IQE). Basically, it is loyalty towards the Welsh company which became a six-bagger for me and many other armchair tycoons - at one stage. The problem is that IQE usually disappoints when it reports...

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ANP

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Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

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