> Hot share tips
> All the big AIM fraud exposés
> 300 articles and podcasts a month
> Original investigations by our experienced team
> No ads, no click-bait, no auto-play videos
AIM-listed research and marketing group Cello (CLL) has expressed confidence “that trading for the first six months will be well ahead of the same period in 2012 and that current full year expectations will be met”. This is as the company’s pharmaceutical and healthcare business has continued to grow and its business focused on consumer-facing clients “has returned to strong revenue growth and a solid recovery of margins, as expected”...
Telecom Plus (TEP) - which trades as the Utility Warehouse - the UK's only integrated provider of a wide range of utility services spanning both the communications and energy markets, has updated that “the momentum which was building in the business during the previous quarter has continued over the past three months, with an encouraging increase in numbers across all our core services…
AIM-listed mobile marketing and entertainment provider InternetQ (INTQ) has announced it has completed the, as expected (see HERE) “c.£5 million”, acquisition of Atlas Interactive Deutschland GmbH...
Tesco (TSCO) is a recovery play with a nice dividend yield whilst investors wait for recovery in the UK business from the knocks of the last year or so. The shares look very attractive on dividend yield grounds with a share price moving up after the recent decline. The chart suggests 400p as a rational target.
I am not a fan of Sirius Minerals (SXX) and so on this occasion merely relay a broker note from the man who I think provides the best independent broker comment in London, Roger Bade of Whitman Howard. This note out on Tuesday is balanced and fair. Bulls should take note of his caveats and the cash warnings, bears be aware of the upside. Over to the excellent ( and amusing) Roger:
The Patagonia Gold (PGD) story is not an unusual one in the small cap gold mining sector, however with some mild relief coming from the near $1300 oz price gold stocks have had a minor lift so far. With Patagonia there could be a lot more to come.
Group4S (GFS) is not the kind of share I normally put on my drawer marked ‘potential buying interest’ – for which much thanks given its unfortunate public relations record: the Olympic Games imbroglio last summer and now the prisoner tagging fiasco, with Justice Secretary Grayling calling in the cops to investigate the possibility of fraud. My traditional reluctance about Group4S is to do with its poor value balance sheet and its high gearing.
AIM-listed identity technology company GB Group (GBG) has updated that it has “had a strong start to this financial year as demand in the market for online identity intelligence services with international capabilities continues to grow… and remains confident that GB Group is able to deliver a performance in line with current market expectations”. But is the good news in the price?
FTSE-250 recruitment company Michael Page International (MPI) has announced a second quarter 2013 gross profit of £135.2 million, down 3.8% in constant currency terms from the comparative 2012 period, though helping the half-year figure to £262 million (-5.2%). Is that decline discounted in the share price? Er...no way Jose.
Fully-listed international specialist staffing business, SThree plc (STHR) has announced, for its half year ended 26th May 2013, a pre-tax profit of £6.65 million, down from a comparative prior year period £9.29 million, generating earnings per share of 3.7p (from 5.2p), despite an approaching 5% increase in revenue. With a gross profit split in the six month period of 54% contract and 46% permanent and 49% Continental Europe, 32% UK & Ireland and 19% ‘Rest of the World’, the company is a useful barometer...
Commissioned researcher Edison has published a detailed note on Northern Petroleum (NOP) following recent management change in which it claims that the shares, now 32p, could be worth anything between 35p and 179p.
AIM listed biotech Sareum (SAR) has announced “Preclinical Development Candidate Selected for Aurora+FLT3 Inhibitor Programme”. As reported in February 2013, recent studies carried out by Sareum sought to differentiate the two most promising programme compounds. Whilst both molecules demonstrate similar efficacy in disease models, the preclinical candidate shows (according to the company) clear benefits in safety models and predicted human exposure, based on a number of in vitro assays.
Any buying interest I have had in banks has been limited to HSBC (HSBA) and Standard and Chartered (STAN) whose origins and traditions permitted to pass through the great early twenty first century banking crisis without the ignominy and pain of being bailed out by society at large. Once bitten twice shy, has been my watchword on Lloyds (LLOY) and RBS (RBS).
AIM-listed, corporate governance, risk and compliance software-as-a-service supplier Access Intelligence (ACC) has announced an adjusted (excluding non-cash amortisation and share option charges) pre-tax profit of £61,000 for its first half year ended 31st May 2013, up from a comparative prior year period £33,000. On revenue of £4.18 million (up 6.5%), this may not look attractive but the company’s note that during the period “we have expensed £756,000 (H1 2012: £439,000) and capitalised software development costs of £727,000 (H1 2012: £284,000)” needs to be considered…
AIM-listed, Kurdistan-focused, oil and gas hopeful Gulf Keystone Petroleum (GKP) has announced a unanimous board recommendation that shareholders vote against the election to its board of all four candidates proposed by shareholder M&G... It’s statement – see HERE – raises some valid points but also includes various hype and bluster...
Floated on the Cesspit in 2004 new media enterprise SocialGo (SGO) has managed to rack up losses of almost £20 million – funded by placing after placing – during its nine years on AIM. As recently as June 7th as it announced (dire) 2012 results the company was still “talking the talk” but today the joke has moved on a step as this has become SocialGone, to be renamed Tavistock Investments. Fear not there will be many more chances to lose money on this one, the stock is at least 90% overvalued.
Rick Rule, Chairman of Sprott Global Resource Investments Ltd., has invested in natural resource projects for nearly four decades. He recently gave an interview explaining why small cap mining stocks have been such a dire investment. It is a truly devastating indictment of the sector.
So what do you need to know about investing in junior exploration projects?
Back in March I commented on FTSE-250 provider of industrial software, systems and control equipment, Invensys plc (ISYS), concluding, with the shares at 366p, that “though there is macroeconomic risk, Invensys looks a solid large-cap investment proposition at current levels, with potential future takeover upside” – see HERE. The company has today announced that it has received an indicative offer from Schneider Electric SA equating to 505p per share...
AIM-listed speciality pharmaceutical company Alliance Pharma (APH) has announced “trading in the first half of the year has been in line with management’s expectations” and that it “continues to explore a number of acquisition opportunities and remains confident of the outlook for the full year”. So is it a buy. Pushed for an answer I’d say yes.
Fully-listed, international specialist recruitment consultancy, Robert Walters plc (RWA) has announced a 7% increase in Net Fee Income for its second quarter ended 30th June 2013 compared to the corresponding 2012 period and a 4% first quarter increase, whilst adding it “continues to trade in line with expectations”. The update saw the company’s house broker, Investec, note “there are certainly signs that market conditions are stable, if not improving”...
Oh dear. Two grovelling letters from tax evading Julie Meyer have come to me via Winnileaks. It seems that her US assets ( 2 flats) are now under lien to the taxman (the IRS) as Julie forgot to pay any Capital Gains Tax on the sale of First Tuesday in 2000. She is now begging for a payment plan.
As we saw earlier, Julie Meyer has told the US taxman, the IRS, to who she owes vast sums, that her only source of income is - illegal - director loans from Ariadne in Malta. Unfortunately that is a lie. Because, thanks to Winnileaks, you can see below a letter from a Swiss company Vestergaard where Julie is a director detailing her pay in 2017. Check its website and you'll see she is still a director. Ooops, I bet Julie hopes the IRS don't find out about that. Sadly for the devout Christian...
Don't get me wrong. I may be a diehard Republican but I loved the Royal Wedding. However the man feted as the hero of the day, that American Bishop really did spout absolute bollocks. I explain why. In this podcast I warn Julie Meyer that today's bombshell exposes are just an appetizer for what is to come later this week. I also look at Arian Silver (AGQ), AIQ (AIQ), Seeing Machines (SEE), Avanti Communications (AVN) and RM2 (RM2).
A “Business Outlook Update” from computer vision technologies company Seeing Machines (SEE) - following an announcement on Wednesday of “Australian Distributor Expands Guardian Commitment” and on Friday of “European Commission Agenda Affirms SEE Tech”, which together saw the shares up from 6.6p to 8.55p. Surely good news then…
If Italy’s neo-anarchist "Grillini" had combined with anti-euro Lega nationalists two or three years ago to form an insurgent government, it would have set off panic in the bond markets. Yet now that this is upon investors, risk spreads have barely moved as Bond purchases by the European Central Bank and negative rates have enveloped Italy with an enormous comfort blanket as most investors think there is no chance that the ECB will let Italy go down, because it is the end of the European project if that happens.
It is only a matter of time before devout Christian Julie "sex toys on expenses" Meyer and her lawyer Julian Pike of Farrer & Co - slammed for illegal and unethical behaviour on her behalf by a Maltese Judge the other week - try to get this website or my twitter account taken down. For now they pick on other critics and weedy twitter is showing whose side it is on. It is not that of free speech.
As we saw earlier Julie Meyer MBE appears to have forgotten to pay any tax on the Capital Gain she enjoyed when selling First Tuesday 18 years ago. Sadly for her the US tax authorities at the IRS have caught up with the devoutly christian tax avoider but are not demanding all their cash at once because it appears that poor Julie really is flat broke. Thanks to Winnileaks I bring you a filing Julie made to the IRS.
Hello Share Strikers. In recent weeks, nay months, I’ve advocated buying shares in the big oilers, like Shell (RDSA) and BP (BP.). I was very lucky here. And I still think there’s some way to go, with the price of Brent Crude once again at the top of the tree.
Yesterday afternoon, Neil Woodford released his end-April portfolio updates so thought I’d provide a bit of commentary prior to a couple of headache inducing articles (for Neil) later on in the week. Not a huge amount of change; however, it’s good to see an open-ended fund getting stuck into the use of debt in such a cavalier way!
As I head off to Greece later this week it will be to start training at altitude in the Taygetos Mountains. Only kidding. But i have been taking to the gym and starting some modest walks. I really do not want to be shown up too badly on 28 July when Brokerman Dan Levi and I walk from Horse Hill to Woodlarks.
AIM-listed, Houston headquartered, Cayman Islands registered oil/gas play Frontera (FRR), whose operations are in Georgia (and if that’s not a Red Flag….) has confirmed gas flow rates from its Dino-2 well in the Taribani complex. It flowed at 315 bbls per day – well, at least part of one day. Apparently that’s commercial, but I doubt shareholders can count their winnings just yet.
Oh dear, oh dear, another day and another set of documents arrives at Winnileaks. Yesterday we showed how devout Christian Julie "more lingerie on expenses" Meyer MBE was in deep merde with the US taxman, the IRS and had also committed a criminal offence in lying to the IRS by not declaring a source of income. Today we expose Ms Meyer's equally worrying problems with the British taxman. She may have a letter from the Queen and an MBE but she has been depriving Her Majesty's Revenue and Customs of money that is rightfully its. Naughty, naughty.
Yes, this is the place where many AIM CEOs are not fit to run the public toilets. What better place to record? Excuse the background noise. Yes I am back in Greece - I kept that a secret - and have today door-stepped Folli Follie at its lavish HQ camera in hand. It was an experience. Thank god I had a burly Albanian in a car with a motor running parked down the road. In this podcast I discuss Andalas (ADL) which is still not coming clean and is a prize dog, Roger Lawson with whom I have a good chat last night and who does not trivialise hate mail and R4E (R4E) whose results statement is er.. a mixed bag for we loyal shareholders. PS If you appreciate my bravery and dedication GO SPONSOR ME FOR £10 NOW HERE
Julie Meyer MBE has always conveyed the impression of being stinking rich. Those expensive dresses ( charged to expenses), the uber expensive haircuts and lingerie (both charged to expenses) and her luxury London flat (where her employer also paid the rent) it was all part of a carefully manicured image. But as the IRS and HMRC pursue her for vast amounts of unpaid tax she is pleading poverty. Don't laugh - might Julie be telling the truth. Okay we don't know where the cash from her undeclared ( to the IRS) Swiss gig goes but she has told the IRS that she has only £500 in her bank account. There are however more accounts as Winnileaks helps me reveal below...
There is more chance of me shagging the entire Dallas Cowboys cheerleading squad by midnight on Thursday than of devout Christian Julie "sex shop purchases on expenses" Meyer MBE turning up in a Maltese Court to answer the criminal charges she faces. Her failure to attend has infuriated the Maltese as have the emails sent to the Judge by her lawyer Julian Pike of Farrer & Co which were branded illegal and unethical. But what has really goaded the Maltesers was her bizarre claims last week that they were sexist, corrupt Marxists.
News out this morning from AIM-listed Bowleven (BLVN) is that the IM-6 appraisal well at Etinde, Cameroon, has been spudded - seemingly ahead of schedule (we were told the end of May). Operations are expected to take around 100 days, with Schlumberger providing most of the drilling services.
A load of people respected in the Big City, including our own Uncle Tom, believe that thinking ‘Gold’ is a jolly good mindset to have. After my current experience with Beaufort Securities, I am minded to buy a bar of gold and stick it under my bed. I could also buy the real thing from an agent and he or she will keep it for me.
Search ShareProphets |
Stock market news |
Complete Coverage |
Recent Comments |