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Latest News

Bearcast
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Tom Winnifrith Bearcast - a 5th rogue blogger joins us on the road to Woodlarks, you will NEVER guess who

Yes, for the last six miles we will be joined by a fifth rogue blogger tomorrow on the 33 mile trek from Horse Hill to Woodlarks. You will not guess who in a month of Sundays. All is revealed in the podcast. We have now raised £23,715. Just £1,285 more and Brokerman Dan walks the last mile in his underwear, an event we will photograph. So if you are yet to donate, please do so HERE. In today's podcast I look at Johnson Press (JPR), FastJet (FJET) - do the maths comrades - Europa Metals (EUZ) and UK Oil & Gas (UKOG).

HOTC

Hotel Chocolat – Scandinavian development agreement, ‘recent share price weakness unwarranted’? Hmmm…

Shares in Hotel Chocolat (HOTC) are currently more than 5% higher, heading towards 350p, on the back of the announcement of a “Scandinavian Development Agreement”. Further gains to come?...

TERN
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Tern – Waseem Shakoor kicks the hornets’ nest

Great bear Waseem Shakoor has responded to AIM-listed Tern (TERN) and its £2.9 million placing at 26p by suggesting that the company took advantage of a stock shortage to get the share issue away. If he is right, the implications are shocking.

BT
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Friday I'm in love (with a higher BT Group share price)

It has been a busy, busy week and sad sacks like me are going to be bent over a hot laptop during the weekend catching up with the multitude of earnings numbers published by corporate names around the world this week. Turning to London-based results specifically, some good news within the UK market today for the old stalwart BT Group (BT.A).

OBT

Obtala CEO Miles Pelham selling shares, time to panic? No - Buy

It is pointed out to us that Miles Pelham, the boss of Obtala (OBT) sold nine million shares on 13 July. Surely this is a massive sell signal for we loyal shareholders? Maybe not. This is how Miles responds to that question:

IPEL

I Impel 'Em to Look at Impellam, If They Want to Invest in a Company that May Be Just the Job

Hello, Share Bunnies. A long time ago, I dumped my shares in Impellam (IPEL) though I think my wife may still be a holder. I recall that I followed some advice on this beautiful website to part company with this across-the-board recruitment agency. They'd had a good run and so I made a handsome profit. But the company seemed to be running out of steam. Yet if I were commended to buy the share today, I might do so on the latest results.

China Flag

ShareProphets China AIM 'Filthy Forty' performance update – July & when's the Walcom customer going to pay edition

Following earlier this month Walcom – surprise, surprise: the customer hasn’t paid yet, here's July's ShareProphets China AIM 'Filthy Forty' performance update...

Bearcast
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Tom Winnifrith Bearcast - get your wallet out to see Brokerman Dan in his undies and...Vin is back!

Thank you, thank you. we have reached our £20,000 target for Woodlarks. In fact Luke Johnson has just pledged £1,000 so we are now well over £21,000 but if we reach £25,000 Brokerman Dan will undress for you. More on that in the podcast but please donate, if you have not already, HERE. Elsewhere I look at Facebook (FB) and Robber Barons of the nineteenth century, at Imaginatik (IMTK) and Vin Murria, the Queen of Tech, at Range Resources (RRL) and at RM2 (RM") a Neil Woodford dog where I reckon cash is already looking tight, again!

FST

Frontier Smart Technologies – “radio sales orders have started to recover”… so why a further share price fall?

Frontier Smart Technologies (FST) has updated including “in recent weeks, Frontier's radio sales orders have started to recover” and “Smart Audio revenues in H1-2018 are expected to be up 19 per cent year-on-year”. The shares have responded… er, currently more than 7% further lower below 50p…

GDWN
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Goodwin – shares soar on results & dividend increase… but more to come?

Mechanical and refractory engineering company Goodwin (GDWN) is “pleased to” report results for its year ended 30th April 2018 – and the shares have currently responded more than 23% higher, to 2300p, on the back of the announcement…

VLTY

Veltyco – EBITDA “likely to be marginally below budget”… & receivables?

A previously successful tip on the Nifty Fifty, the HotStockRockets team thought shares in Veltyco (VLTY) again looked to represent an opportunity earlier this year - but apologised and moved to sell at 73p in June. The stock last closed at 64.5p – but is currently heading towards 50p on the back of a “Trading Update”

US-Flag-Blonde
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You say Facebook...and I say Fadebook

Let's start off with a confession...I am actually not on Facebook (FB in the US) and have actually no real interest in ever getting a profile. Perhaps that makes me an unsociable Billy No Mates...or maybe it makes me a trendy young thing, aware that the creation of Mark Zuckerberg is looking a bit shabby around the edges after a last year full of privacy challenges, embarrassing Congressional testimony, two fingers to House of Commons committees and share sales by a certain M Zuckerberg. More on all this in a second. The reason why today I am ignoring the bevy of large cap UK listed stocks that have reported is because the most fascinating move in global markets over the last 24 hours was the after hours 20% plunge of Facebook shares post its quarter two numbers disclosure.

OCT

Octagonal – those GIS numbers: more misses than hits

I said I would take a look at the annual accounts to March 2018 of Global Investment Strategy UK Ltd (GIS) which AIM-listed Octagonal (OCT) owns. After all, Octagonal announced by RNS in April that GIS expects to report EBITDA of £3.01 million, a record for the Group, on sales of £6.53 million for the year ended 31 March 2018 and that cash in the bank or equivalents more than £5m as at 31 March 2018. Hmm – let’s see how those statements worked out.

BILB

Non-Glamorous Companies Often See Their Shares Glitter - and This Is One of Them

Hello Share Shiners. The Yorkshire saying 'Where's there's muck, there's brass' can be usefully modified in Shareland. We can change it to 'Where there's a boring product, there's brass'. So often, the best performers in my bag are as humdrum as a wet Monday afternoon.

EYE

Eagle Eye Solutions – full-year trading update emphasises a “Breakout year”, so why a 12%+ share price decline?

A trading update for its year ended 30th June 2018 from Eagle Eye Solutions (EYE) is headlined “Breakout year sees delivery of world leading digital loyalty programme for Loblaw”. The shares have responded… er, currently circa 12% lower to around 150p…

Bearcast
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Tom Winnifrith Bearcast: C'mon Dave Lenigas tell your UKOG twitter trolls that attacking a charity for the disabled is disgusting

As of last night a group of UK Oil & Gas (UKOG) twitter trolls have moved from attacking me over THIS ARTICLE to having a pop at Woodlarks over the walk on Saturday. Big Dave Lenigas is copied in on these tweets. I urge him to state clearly that attacking charities for the disabled is obscene and to make a donation HERE - as should any bearcast listener who has not done so already!  I have recorded a special Woodlarks podcast today which you can listen to HERE. In this bearcast I ask what will make an overvalued market crack and look at Tern (TERN), Amur (AMC), Metals Exploration (MTL), Optibiotix (OPTI) and Uk Oil & Gas (UKOG) once more. 

MTR
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Metal Tiger – recent significant developments, a speculative buy?

Mineral resources sector investment company Metal Tiger (MTR) was a tip on HotStockRockets, though with that focused on fast-moving situations and the stock having been in the portfolio for a while, it was suggested in May selling into the relative strength. There have been some significant developments since…

WGB

Walker Greenbank – from ‘anticipates further improvement in H2’ to “materially short of the board's expectations” in less than a month (and at 4:27pm)!

Yesterday at 4:27pm (i.e. around no-one-watching o’clock), a “Trading Update” announcement from Walker Greenbank (WGB). What were the odds of good news?...

Oil-Rig

The reality of fracking in the UK and the looming energy crisis

Was yesterday’s news from Cuadrilla the start of a fracking boom in the UK?  I fear not. Look through the spin and at the reality. The true nature of this politically driven disaster is discussed by the city’s No 1 oil analyst Zac Phillips, of SP Angel, below

Atomic
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Exclusive: Administrator files new damning report into Julie Meyer's Ariadne Capital Limited

It is not yet up at Companies House but I have obtained a copy of the latest report by Leonard Curtis into the administration of Ariadne Capital Limited (ACL), the flagship company of Julie "Lingerie on Expenses" Meyer MBE. I reproduce it in full below and it will make very uncomfortable reading indeed for Ms Meyer.

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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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