From £6.99 per month
ShareProphets
The one stop source for breaking news, expert analysis, and podcasts on fast-moving AIM and LSE listed shares

MINDING THE LSE’S BUSINESS

Join for as low as £6.99 per month

With ShareProphets’ membership, you receive:

• All premium articles

• Tom Winnifrith’s Bearcast

• Access to all the entire nearly 10 year archive

• ShareProphets Daily Newsletter

Latest News

Boom

1600 tips - a new record: a bull sign or a bear sign? And Gary Newman the UK's top share tipster in July

The previous record number of tips captured and performance-tracked by Stockomendation was smashed in July, with over 1,600 new stock tips and broker ratings added to our platform across 23 brokers and 40 professional tipsters. Tip activity in July was the at its highest since April –  coinciding with quarterly trading updates for many firms –  representing an increase of 81% on the number of tips tracked during the same period last year. This surge in tips was mainly driven by brokers, with tipster activity remaining in line with previous months.

UJO

Union Jack – Wressle planning application rejection by idiotic w*nkers – expected so what next?

Yesterday North Lincs council rejected the latest permit application for the Wressle field where Union Jack (UJO) is a junior partner. This was expected as this council is a politically driven mess. The partners will now appeal to grown ups at Central Government. So while disappointing this is not unexpected and, of course, Union Jack has a number of other assets. So the minor sell off in the shares today does not change our BUY stance.

ARB
premium content

Stagging a Blockchain IPO – Argo

No, I still do not understand this blockchain malarkey but FWIW we have stagged the IPO of Argo Blockchain (ARB) on the standard list today at 16p. The fund raise was just so impressive. Argo set out to raise just £6 million.

BARC

Barclays Bank Looks More Promising - But It's Still Not the Best Bet in Shareland

Hello Share Swingers. Barclays (BARC) has been a miserable share to hold. What progress there has been in recent years has been slow. And set-backs along the way have made things worse. I sold mine about two years ago and, as it's turned out, the money raised has been put to much more profitable use. The latest results do not raise my hopes much higher.

Bearcast
premium content

Tom Winnifrith Bearcast: on a scale of Mother Theresa to Paul Scott I am at...

I have had a business lunch, a rare event for me down in the boonies and as such I assess my sobriety. In this podcast I discuss Union Jack (UJO) and the new business-hating climate in Britain, Optibiotix (OPTI), Countrywide (CWD), UK Oil & Gas (UKOG), RM2 (RM2) and base rates on both sides of the pond. Oh and en passant Julie "Lingerie on Expenses" Meyer.

CWD
premium content

Countrywide – significant equity fundraising reflects far from propitious circumstances. As warned!

I wrote last week on estate agency and property services company Countrywide (CWD) updating including “the adjusted EBITDA for the group for the six months ended 30 June 2018 was slightly better than the guidance previously provided” - and the shares have responded currently higher, back above 50p, but concluded the market cap is still now circa £120 million and with also it to be attempted significant equity fundraising ahoy in far from propitious circumstances, the stance remains avoid / sell. Today half-year results and a “Firm Placing, Placing and Open Offer 2018” announcement – and the shares down towards 17p!...

AVO

Advanced Oncotherapy – £6.41m placing at 49p - time for me to flip flop again? Hell no!

This is undoubtedly good news for AIM-listed Advanced Oncotherapy (AVO) and the meagre 4% discount in quite a bonus. But I find it hard to get too excited.

Boom
premium content

Croatian FCA warns about Julie "Lingerie on Expenses" Meyer

Yesterday, Paddy Pantsdown took to twitter to deny that he was speaking at Julie Meyer's Follow the Entrepreneur conference on Croatia in October. He is, by my calculation, the ninth claimed speaker to deny that he is attending. Today the Croatian regulators have stepped in, as you can see below, to warn the good folks of Croatia to steer well clear. I have had the Croat press on the trombone this afternoon and I guess that means Julie is going to have some more journalists to bully with fascist lawyers letters and smear on the internet.  Make no mistake, the net is closing in...

STR
premium content

Stride Gaming – “central to the success… is our focus on compliance, regulation and responsible gaming”. Uh oh then…

Towards the end of May online gaming operator Stride Gaming (STR) announced results for its half-year, including “central to the success of our core UK market performance is our focus on compliance, regulation and responsible gaming. Stride has continued to adapt to new requirements and regulations including the forthcoming introduction of GDPR as well as the new POCT applied to free bets introduced in August 2017”. Now, 10 weeks later, a “Gambling Commission Notice” announcement…

SBTX

ShareProphets readers tips for 2018 competition - end July update

Having asked for readers tips for 2018 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 2018)...

ANGS
premium content

After the David Lenigas twitter pump on Angus Energy...guess what happened next?

The leopard does not change its spots. Pumping UK Oil & Gas (UKOG) hard as it was trying to arrange a bailout placing is bad enough. But now we come to Angus Energy (ANGS) another Horse Hill play and one where the CEO has just "been resigned" in disgrace following revelations HERE. But Big Dave has, as you can see below, been pumping its shares hard on twitter. What happens after a Big Dave pump?

BMV

Bluebird Merchant – last time it was look at the numbers on Kochang, now positive news on Gubong

Bluebird Merchant Ventures (BMV) has updated that it has delivered “the final deliverable needed for the formation of the 50:50 joint venture with Southern Gold” and that the work “supports its previously stated view that the establishment of a low capital cost mine at Gubong is achievable”

Newsboy
premium content

Progress at Barclays and ConvaTec

I gave some freebie advice to the Barclays (BARC) board a week or so ago HERE and thankfully today's first half numbers from the banking behemoth did not include an unwise stab at the US retail space. What they did say however was quite sensible stuff and there has been a bit of progress on most fronts including capital generation to support the 3%+ yield, good progress on cost control and even an investment banking unit which did not disappoint for once.

FLX

Falanx - contract renewal, so what? But still a Buy

With its shares dipping towards 4p, Falanx (FLX) has announced that its recently acquired SecureStorm unit has enjoyed a renewal of a “critical managed cyber security services contract.” So what?...

DISH

BigDish IPOs today. Is there a meal to be had?

BigDish plc (DISH) is a restaurant services company newly entered onto the Standard List this morning. At an IPO price of 4.5p it is calitalised at £12.9 million.  I spoke to Aidan Bishop, founder and chairman of BigDish plc. about how BigDish works and where it fits in between existing restaurant plays Groupon (NASDAQ:GRPN), Deliveroo, and Just Eat (JE).

FEVR

Why Fevertree Fever Probably Can't Last Forever

Hello, Share Swishers. At a previous Global Group UK Investor Show, Uncle Tom invited some of you onto the stage to see if you preferred Fevertree tonic water to another kind. All but one of you opted for Fevertree (FEVR). Which helps to explain its amazing rise and rise in the supermarkets, shops and pubs.

TRT

Transense Technologies – “pleased to provide” trading update including second half was “in line” with the first. Hmmm!

Transense Technologies (TRT) “is pleased to provide a trading update for the year ended 30 June 2018”, noting some revenues over 40% ahead of the prior year and “monthly recurring operating lease rental revenue at 1 July 2018 being over 200 per cent. higher than at 1 July 2017”. So is a muted share price response – and the shares down from 69.5p at the start of the year fair?...

Bearcast
premium content

Tom Winnifrith Bearcast: Totally's balance sheet looks Totally anorexic to me

In this podcast I look at the REAL state of the Totally I(TLY) balance sheet and I also cover FastForward (FFWD) and the job of a journalist, Cenkos (CNKS) and the future of the AIM Casino, Boxhill (BOX), Avanti Communications (AVN), Pantheon Resources (PANR) and UK Oil & Gas (UKOG)

FTC

Filtronic – “Contract win” announcement meriting a c. 30% share price rise?

Having previously been sceptical on Filtronic (FTC) – including from March 2015 at circa 14p – I note the shares currently approaching 30% higher today - at circa 13p, capitalising the company at around £27 million - on the back of a “Contract win” announcement…

NXT
premium content

Next - damn that hot weather!

Even a fashion luddite like me knows that clothing retail works best when you have a clear and distinct winter and summer period. The fashionistas and general public alike buy to look on-trend and functional as the temperatures respectively plummet or rise. In that vein then, the recent bout of extended hot weather was a retail bullseye - assuming, of course, that you have sufficient online capability to be active where increasingly the action is.

Subscribe to our newsletter

Daily digest of our latest stories.



Search ShareProphets

Market News

Complete Coverage

Recent Comments

Most Read in the Past Seven Days

That Was the Week that Was

 

ANP

Anpario – a recovery Buy?...

Thursday »

Cat_Fixing_Lightbulb

Bearcast issue update: all should be well

 

ORCP

Oracle Power: Cynical Foul

Time left: 00:28:45