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Latest News

Bear

We are getting ready to enter an era unlike anything in our own experience

For some time now I have been talking about what I think may unfold over the next decade. The term I often use is The Great Reset, but in my mind it’s more than just resetting global debt

BRD
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Blue Rock Diamonds – a month of pump and now the dump- a case study in how the AIM casino operates

Over the past month the share price of AIM casino listed Blue Rock Diamonds (BRD) has soared from 0.29p to 0.38p. Some lucky souls paid up to 0.4p on Friday. Let’s review the timeline:

AAZ

Anglo Asian Mining – after top-end of 2018 production guidance, announces 2019’s…

Updating on Anglo Asian Mining (AAZ) last month, we noted it ‘looking forward’ “to providing further updates on forecast 2019 production and expansion and exploration results in the coming weeks”. Last week, a “2019 Production Guidance” announcement…

Atomic

Podcast: Uranium Made Investors Crazy Money Last Time

Philip O'Neill started his career in the junior mining space in the early 2000s by investing in uranium. He discusses the last bull market and how it did exceedingly well and how the market can surprise you. Today there is much more experience in the uranium markets so the coming bull market should be more mature.

IMB

Imperial Brands: dumping the chair is about the share price and Old Father Time not "overboarding"

I see there are various reports circulating that Mark Williamson - the chairman of Imperial Brands (IMB) - is set to fall on his sword soon, having been hassled by institutional investors over perceived "overboarding", given he is also the chair of Spectris (SXS) and on the board of National Grid (NG/). 

PFP

Pathfinder Minerals – Countdown to license restoration begins in earnest, I'm confused, Richard Jennings is not

I am a bit confused. As I understood it the new management team at Pathfinder Minerals (PFP) had great contacts out in Bongo Bongo land and were going to sort out the mess whereby the company's main asset had gone AWOL in Mozambique with locals claiming ownership. Today we are told that Pathfinder will pay some johnnies in South Africa £1 million (which it does not have) to sort this out. So what is the board doing for its money? Whatever... I am confused. Richard Jennings of Align says he is not and that the shares - which Align owns - are cheap. Here is his reasoning...

BP

I've Explained Why Big Oilers are a Sensible Punt, but which Company Seems Best to Me?

Hello Share Scratchers. On the heels of my last piece, in which I commended the fortunes of giant oilers, a few readers have asked me which jumbo firm do I prefer. I suppose the choice for British investors is between Shell (RDSA) and BP (BP.) I have big holdings in both outfits, but I lean towards one of them.

CTEA

Catenae Innovation – framework agreement supporting recent operational momentum, remains a buy

Catenae Innovation (CTEA) has announced “a 5-year renewable licence framework agreement with Z/Yen Group Limited for the use of ‘ChainZy’ - Z/Yen’s distributed ledger platform”

Bearcast
premium content

Tom Winnifrith Bearcast: A lesson in red flag spotting at Atlantic Carbon - the stench of Daniel Stewart, Adam Wilson and Peter Shea

I follow up on today's shocking revelations about the stockmarket comeback planned by disgraced Peter Shea and Daniel Stewart Securities with a detailed look at Adam Wilson's Atlantic Carbon, formerly Atlantic Coal, its shocking historic accounts, why they should ensure alarm bells ring and why this whole deal and its proposed Standard Listing stink to high heaven

BMV

Bluebird Merchant Ventures – potential government drilling grant and more: BUY

Bluebird Merchant Ventures (BMV) “is pleased to announce the application for a grant for an assisted drilling programme at Kochang from KORES, the submission of the report on the feasibility of re-opening the mine to Southern Gold and the application for the permit to develop Gubong from the South Korean Government”

IRV
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Interserve – still an outright sell: consider the creditors!

We still await full details of the debt-for-equity swap at fully listed Interserve (IRV). But on what the company has told us so far, it is clear that the shares, at about 11.6p, are a stonking sell. Here is why.

DAN
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BREAKING: From Death to a Standard Listing, Daniel Stewart the comeback...

More than a week after we exposed the coming death of Daniel Stewart & Company the weekend press has finally woken up and is reporting how it went into administration on Thursday. But something bigger happened on Thursday. Daniel Stewart, c/o former boss Adam Wilson is coming back to the market via a standard listing. Let me explain with the documents below..

Professor

Sunday Long Reads: Stonehenge, Softbank, Bitcoin, Goodfellas, Trump

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.

RDW
premium content

Redrow boss plays a blinder in the still horribly distorted housing market

There is an article of note in one of today's Sunday newspapers profiling Steve Morgan - the founder of the housebuilder Redrow (RDW) - who is on the cusp of retiring from the business for a second time.  You have got to applaud such entrepreneurial fervour and capability to have turned a £5,000 loan from his Father into a company today that is worth a cool £2.1 billion - and I hope he enjoys his upcoming retirement.  However the article was noteworthy for a couple of other reasons, one of which was mentioned...and one of which was not even hinted at.  
 
Newsboy

Notes from Underground: To the spivs on AIM, they probably date the world BS / AS (before ShareProphets and after ShareProphets)

I just realised that we are coming up on our sixth year of publishing ShareProphets. (The actual date is in April).

RRR

Red Rock Resources – updates on Congo progress, Buy to almost double

Red Rock Resources (RRR) has updated having concluded the first phase of work on the Musonoi licence in the Democratic Republic of Congo, noting “the derivation of a 3-D model that appears to support some of the assumptions on which we invested is an important staging post on our journey”

CNEL
premium content

F40 China New Energy – no news, shares plunge 18%. Why?

It seems that someone wants out of ShareProphets AIM-China Filthy Forty play China New Energy – the shares plunged 18% yesterday to just 1p on no news. And yet only on Monday we were told that some outfit in the BVI had offered up a £1.118 million loan “for general corporate expenses”, convertible at 4.7p upon a listing in Asia. This, from a company which claims to be profitable!

Bearcast
premium content

Tom Winnifrith Bearcast: is Sir Philip Green the most unacceptable face of capitalism? No.

I speak not in defence of Sir Phil for there are many things one can rightly condemn him for, not least trying to gag a free press in an era when free speech is under real attack. But is he the demon the press makes him out to be today? No. He is a dinosaur and has acted wrongly but is no demon. And some of his critics, notably Lord Hain of sleaze, are rank hypocrites.

OCDO

This Week: BP Beats Estimates & an Unfortunate Week for Ocado

BP (BP.) and Ocado (OCDO) released annual results on Tuesday this week and the market initially responded well to both: BP finished the day up +5.2%, with Ocado +4.2%. Things have taken a turn for the worse for Ocado following news of a fire at one of its fulfilment centres in Andover. Shares in the online supermarket are -14.4% since Tuesday’s close. In this week’s article we take a look at whether these events have altered broker and tipster opinion about the future of both firms.

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That Was the Week that Was

 

AAU

Ariana – Surprise!

 

ANP

Anpario – a recovery Buy?...

Thursday »

Cat_Fixing_Lightbulb

Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

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