In this podcast I discuss Condor Gold (CNR) where my good pal, the offshore based asset stripper Jim Mellon, now officially has his hat-trick of spoofs, CML Microsystems (CML) - its valuation post warning and what it says about the biggest single threat to your shares - the wankers at the Evening Standard, my breaking news on Daniel Stewart (DAN) and why I again shout #Learntocode at the deadwood press. Finally Cabot (CAB) has postponed death by a month but its statement misleads and I explain why.

As a ShareProphets reader you know the speakers, you’ve seen the videos, indeed, you may well have attended a UK Investor Show in person so you know something of what to expect. But in our 18th year the team is going to serve up their biggest and most exciting all-star event yet on March 30th 2019. Do not miss out, reserve your place today.

A 20th November-announced half-year report from semiconductors company CML Microsystems (CML) included “it currently looks challenging for second half revenues to show material improvement over the first six months although at the profit before tax level, the impact is expected to be less pronounced due to the anticipated product mix. Therefore, a full year advance in profitability remains likely, in-line with market expectations”. Today a “Trading Update” – and the shares currently more than 20% lower on the back of it, towards 340p…

As Tom Winnifrith drowns himself in Ouzo for breakfast this morning, after AIM-listed Telit (TCM) put off its disposal and fellow AIM-listed Altona (ANR) and Alien Metals (UFO – formerly Arian Silver) were suspended on AIM, I wonder if I’m missing out. Back on 21 November 2018, AIM-listed Walcom (WALG) of the ShareProphets AIM-China Filthy Forty told us it had a debt repayment due in January…..

When the boss’s younger brother threatens to “beat up Tom Winnifrith because of the articles he wrote,” when you get into bed with disgraced king fraudster Rob Terry and then send Tom Winnifrith fascist lawyers letters you know that Mr Karma is going to get you sooner or later.  You are either on the side of the fraudsters or you support the fraudbusters and that brings us to Daniel Stewart (DAN).

Back on 27 November 2018, AIM-listed Haydale (HAYD) announced (via RNS Reach, mind you) a collaboration with NEX-listed Wheelsure (WHLP) was being joined by Manchester University’s Graphene Engineering Innovation Centre (GEIC) in a project to develop an intelligent new product pairing Haydale's functionalised graphene sensor technology with Wheelsure's failsafe locking solution. Of course, Haydale needed cash then (as it does now). But then so did Wheelsure (see HERE). As such it all looked like a ramp.

As I warned would happen yesterday, the sale of Telit’s (TCM) auto division to Hong Kong based TUS has again been delayed. We are now told that it won’t meet the 31 January (new) deadline but will happen on or before 20 February after the Chinese New Year. Whatever… the statement itself throws up an enormous red flag, how on earth Nomad FinnCrap (FCAP) signed off on this crap defies belief…it is almost as if it is only in it for the retainers and does not care about doing its job properly.

TW Note: Evil was a bull of this shite at 130p at which point I called him out. The shares are now 24p, Cawky has been long and wrong for far too long. Back to Tim...

Having asked for readers tips for 2019 for the amazing prize of a meal with Tom Winnifrith (or the chance to fob it off on someone you don't like) HERE, the following is a monthly update on performance (to be eligible needed to have selected, on a per username basis, a buy & sell pick from the LSE or AIM Casino and the stocks not to have been suspended at the commencement of 2019)...

KEFI Minerals (KEFI) has made an operational update, including “the Regional Government is not yet ready to trigger resettlement due to recent changes to its administration and security structure. However, it has stated that it still wants KEFI/TKGM to be ready to do so later in this current quarter”…

Hello, Share Shifters. Most of the time I push penny shares forward for your further examination, but I do have my favourites among Footsie giants. Sensibly, you ought to hold at least half of your pot in the jumbos, even though even these babies can go sour. Today, I bring you a share I’ve long supported, if only because when times are shaky, more people it seems turn to the solace of drink...

In this podcast I discuss a generous offer from Angus Energy (ANGS) then the kill (London & Capital Finance) now shown as a ponzi, and the possible kills to come: Alien Metals UFO) formerly Arian Silver (AGC) - stick that in your pipe Yellow Jersey motherfuckers - Telit (TCM) and Cabot Energy (CAB). Tick tock. Tick tock. I also look at Reach4Entertainment (R4E) and discuss what happens when bad management meets good assets and then what happens when a good manager arrives. Suffice to say, Reach is very cheap indeed.

On the previous, 22nd November, trading update from home safety products group FireAngel Safety Technology (FA.), I noted now the broker is forecasting a loss of £1.7 million on revenue of £38 million for this year, though argues “it is more encouraging that orders have started to come through and we are making no changes to our 2019E or 2020E forecasts”. Given the noted recent track record, that though still strikes as optimistic currently… continue to avoid as the shares fell towards 35.5p. Having been 39p before today, they’re currently around 30p…

I could talk about market heavyweights Diageo (DGE), Royal Dutch Shell (RDSB) or Unilever (ULVR) but frankly none are interesting or compelling...although no doubt dividend munchers are still getting frothy about them. Instead I turn again to the bingo, casino and more emporium Rank (RNK) – which I last wrote about in August, observing 'below 160p as a "have another look" level still feels correct. No debt, cashflow, well-known assets...smell the private equity or industry consolidation potential'…

Alpha Growth (ALGW) is running on ‘vapours.’  It hasn’t got a pot to piss in. Cash on hand is probably close to £170,000. Its auditor has issued a ‘Material Uncertainty’ as to viability going forward as a going concern. The Company has ‘fessed up that it has no revenue and will need funds. What is not to like? 

Often when I look at companies at the lower end of AIM I am left struggling to see why on earth anyone is buying it at the current share price.

In the old days ( i.e only three years ago) the BBC pension fund was invested, as it should have been in safe dividend plays like BP, Shell and BAT Industries. But that sort of portfolio played badly with the uber politically correct state funded broadcaster. So its all change. The new top 20 holdings as at 31 March 2018 are below.

How much ‘commisery'(tm) might you feel if you had been encouraged or even required to use a specific firm of solicitors by your estate agent, only to find that over £380 was going straight into your agents pocket as a backhander from the solicitor in question? All perfectly legally of course.

A 15th January “Trading Statement” announcement from CloudCall Group (CALL), included “available cash reserves of £2.75m… Cash reserves decreased by approximately £1.5m in H2 2018, compared to £2.5m in H1 2018, and the company is already well advanced in preparations for its 2018 R&D tax credit claim which is expected to bring in an additional £0.75m in mid-2019” and “following its equity fundraise completed in November 2017, 2018 has seen the company make significant investments… as with most SaaS businesses, there is always a lag between making these investments and the resulting revenue growth, so I am delighted that we are now starting to see tangible acceleration in customer orders and user growth”. No need for more funds imminently then?... Now “Placing”!...

I know that Thirsty Paul Scott was a major bull of Staffline (STAF) and a shareholder. Today's shocking news of allegations of accounting irregularities made by the company's own auditor PWC and a share suspension is enough to turn any man to drink. In this podcast I give background and explain what I think the outcome will be. It is bad but not, I suspect, a Patisserie Holdings (CAKE) but it might get very nasty.