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Tom Winnifrith Bearcast - Audioboom's placing tomorrow, 6 reasons why it is a bargepole stock, the corruption of the deadwood press & silly Kelly Tolhurst MP
In today's podcast I look at Audioboom (BOOM) in light of today's placing "scoop" in the M ail on Sunday and also what it says about the corruption of the deadwood press. I also comment on the virtue signalling by silly business minister Kelly Tollhurst re diversity on FTSE 100 boards. Suffice to say she, scores a gamma double minus for data analysis.
- By Tom Winnifrith |
- 24 February 2019, 06:01 |
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Reach4Entertainment – I am going to be honest with you ref placing and acquisition
Tom Winnifrith writes: It looks as if Reach4Entertainment (R4E) has made a great acquisition and as a long suffering shareholder I suppose I should be happy and say that we can all look forward to sunlit uplands. And maybe we can but I think I must be honest with you and come clean.
- By Tom Winnifrith |
- 24 February 2019, 06:00 |
Sunday Long Reads: WeWork, Satanic Verses, Ong's Hat, Theranos, Versatile Criminal
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.
- By Darren Atwater |
- 24 February 2019, 05:59 |
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Woodford – latest numbers show borrowing disaster in the making as chickens come home to roost
Woodford Investment Management has published its latest monthly numbers to the end of January from its Equity Income, Income Focus and Patient Capital Trust. At first glance it does not look too bad, but a more detailed examination shows that debt remains a central issue, as does redemptions, and Woodford Patient Capital Trust (WPCT) seems on the edge of imploding.
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 24 February 2019, 05:57 |
Notes from Underground - Global brands: pour one out for those who have passed
If it is a week when Chris Oil is again in the news, there is very little I can add. So I present this amazing animated chart showing the change in global brands since 2000. It's wild.
- By Darren Atwater |
- 24 February 2019, 05:54 |
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My first training walk for Woodlarks of 2019 - off to Swineford, donate today! Part 1
You know what fun I have with training walks. Getting wet. Getting lost. Scrambling up nettle infested steep hills as a result of getting lost. It is all part of the build up to May 25 and the 33 mile Rogue Bloggers for Woodlarks Charity walk. Today is the first serious training walk: 12 miles from my front door to a pub in Swineford. I shall carry a camera, my laptop and a phone so will post photos along the way…
- By Tom Winnifrith |
- 23 February 2019, 11:26 |
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Tom Winnifrith Bearcast: No! Neil Woodford, this is not a fix and Malcolm Stacey ignores Anna Soubry's arse
I start with a brief discussion of my first longish Woodlarks training walk. 12 Miles done and dusted. As you consider my rather smelly feet please make a small donation to rogue bloggers for Woodlarks HERE. Then I look at Provident Financial (PFG) and mention BCA Marketplace (BCA) and Purplebricks (PURP) en passant before commenting on Malcolm Stacey's article of earlier on penny shares.
- By Tom Winnifrith |
- 23 February 2019, 11:18 |
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London & Capital Finance - the administrator lays bare the extent of the scandal
The administrator of London & Capital Finance has now laid bare the extent of the scandal which, as you can see HERE, this website has exposed. This mess, that the FCA overlooked until it was too late, will leave thousands of (mostly) elderly savers losing money on what they thought were low risk investments. This is a £236 million horror story as you can see in full in the document below.
- By Tom Winnifrith |
- 23 February 2019, 11:10 |
Five slam-dunk sells for 2019 – one down, four to go
They say that a week is a long time in politics (attributed to Harold Wilson), and so it seems with the equity markets. A week ago my portfolio of five shares to sell was actually up by 4.6%. Now, all of a sudden we are at minus 8.6%.
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 23 February 2019, 03:36 |
Podcast: Whereas everything is in a bubble, Gold is arguably the cheapest asset relative to history
Analyst Luke Gromen is not sitting on the fence with this call. He argues that whereas everything is in a bubble, Gold is arguably the cheapest asset relative to history.
- By Tom Winnifrith |
- 23 February 2019, 01:59 |
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Interserve – Coltrane puts alternative rescue forward. Still a sell!
Fully-listed Interserve (IRV) saw gyrations in its share price yesterday as news leaked out on several fronts in the battle to restructure the company’s finances. The shares started at 10.26p, fell as low as 9.5p and then rallied hard to close at 15.6p, having been up to 16.6p. So what was going on and have shareholder prospects changed from 8p or 0p?
- By Nigel Somerville |
- 23 February 2019, 01:39 |
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Optibiotix: FDA Designation – big news: STRONG BUY at up to 90p - target 125p by Easter
The market does not seem to have picked up on the significance of the most recent news from Optibiotix (OPTI). It will.
- By Tom Winnifrith & Steve Moore |
- 23 February 2019, 01:34 |
Table of shorted AIM shares - week to 22/02/2019
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...
- By Steve Moore |
- 23 February 2019, 01:26 |
The Hairy Pros and Cons of Going Down Penny Lane.
Hello Share Treaters. The maths of penny shares can throw up some interesting stats. And it’s one reason why I invest some of my assets in them. Of course, there are some downsides to the calculations. So let me try and list both the advantages and the snags.
- By Malcolm Stacey |
- 23 February 2019, 01:15 |
IN THREE DAYS: Enjoy an audience with Gervais Williams (AND the cheapest stock on AIM) - book a free seat now
For 18 years Gervais Williams of Miton has been one of the UK's top small cap fund managers delivering an annualised return of 8.7% over that period, almost 2 points per annum better than the market. Miton (MGR) is itself listed and has been a good share to own. So what is the secret of Williams' success and what small cap shares is he buying or selling right now?
- By ShareProphets |
- 22 February 2019, 08:51 |
Paragon Entertainment – “Property Disposal” announcement... which is far from just a “Property Disposal” announcement!
Previously writing on Paragon Entertainment (PEL) it was December intra-day (2:15pm) “Trading Update”. Uh oh…. Now an intra-day (1:29pm) “Property Disposal” announcement. Surely this one just a routine announcement though?...
- By Steve Moore |
- 22 February 2019, 08:50 |
Ariana – Q4 numbers for Kiziltepe read very well
I called time to sell some Ariana (AAU) last week but was convinced of further upside and thus while I wanted to sell some, I was definitely hanging on to the majority of my shares. This morning – perhaps a little later than I had expected - Ariana filled in the details of Q4 gold and silver production from its joint venture plant at Kiziltepe. There was no need for any anxiety over the news: it was very good and this is turning into a habit. Long may that continue!
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 22 February 2019, 08:02 |
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Tom Winnifrith Bearcast: this podcast really is an aphrodisiac according to 1 listener (at least)
I cover the matter in the tiitle at the end of this podcast and also remind you that tomorrow is my first long training walk for the 33 mile Woodlarks trek in the summer where we now have EIGHT rogue bloggers signed up and where I ask each bearcast listener to think of me tomorrow and donate a tenner HERE. In the podcast I discuss my unhappiness over City behaviour at Reach4Entertainment (R4E), Yourgene (YGEN) and ref Chris Oil. I stress that I own shares in Yourgene and Reach and both are cheap notwithstanding my unhappiness. I look at Haydale (HAYD), Flybe (FLYB) and Chesterfield (CHF)
- By Tom Winnifrith |
- 22 February 2019, 06:37 |
MediaZest – placing announcement, contradictions everywhere!
Previously writing on audio-visual marketing company MediaZest (MDZ) in September I questioned it arguing “strong performance”. Today a placing announcement…
- By Steve Moore |
- 22 February 2019, 03:40 |
R4E shares to almost double - former No 1 rated media analyst
Until recently analyst Paul Richards was at Numis and was the City's Now 1 rated media analyst. Now he is at Dowgate and has just published a detailed note on Reach4Entertainment (R4E) after its placing and acquisition today. He reckons the shares should almost double from 1.29p to 2.4p. I own the shares and think his forecasts are light and thus so is the target price. Judge for yourself, the note is in full below.
- By Tom Winnifrith |
- 22 February 2019, 03:03 |