Centamin (CEY) has issued a second quarter 2021 report, emphasising “in line with budget and on track to meet 2021 guidance”. Is there still attractive upside from a current 102p share price?

Self-styled “a leading provider of online search, merchandising and personalization solutions for ecommerce” Attraqt Group (ATQT) states that it “is pleased to provide” a trading update covering the six month period to 30th June 2021. How pleasing is it?…

Forgive the crude title or love it if you are Matthew and his dog. I could not resist. I start with a discussion of the tyrnny of village facebook pages prompted by my latest spat with some villagers of Holt in Wales HERE. Then I look at Kefi (KEFI), Zoetic (ZOE), Kanobo (KNB), Supply@ME Capital (SYME), Block Energy (BLOE) and the bitcoin pump- by America’s Neil Woodford and others. Ian Westbrook is now at just under £12,000 and has ten days to reach £20,000 to see the loathsome Neil Ricketts at the next stage. To call the bluff of the Versarien (VRS) bully please donate HERE

Previously writing on Defence, Aerospace & Energy technology and services group TP (TPG), last month I reviewed why the shares were slumping from 5.65p as it argued “a resilient performance”. The shares are currently up more than 13% today, to 3.75p, on the back of an “Appointment of CEO and Maritime Sale Update” announcement. So what is the latest detail?…

In my article of 22 July, I revealed the piss poor CV of David Bull, the new Non-Executive Director for Supply@ME Capital (SYME).  In the career summary issued via the RNS he managed to omit key facts such as his close links to outgoing Chairman Dominic White (in his capacity as a Non-Executive Director of Dominic White’s Eight Capital Partners Plc) and his prior role as CFO of now suspended AIM share PCF Group Plc (PCF) caused by a number of deficiencies in PCF’s financial control and reporting function.  

Previously writing on recruitment group RTC (RTC), in May I noted share options buyback for mid-market price 46.5p each roll-call of greed and shame and questioned reflects “performance under the ongoing highly stressful conditions well beyond the normal course of business”…but not possible to provide results guidance?. Today results from the group for the first half of 2021 – and the shares currently lower below 40p…

Eleven months ago I described Cranswick (CWK) as a ‘high quality, predominantly fresh food, including fresh pork, poultry, convenience and gourmet products’ producer with a 40 quid share price HERE. The FTSE 250 name has been a huge success for anyone who bought it five or ten years ago, but the shares today are pretty much unchanged versus last August. So whilst technically it would have been smart to buy the shares last November (a comment that can be made for about 90 per cent of stocks), how do I feel today?

Last September some rebel shareholders were so concerned as to what was going on at AIM-listed Block Energy (BLOE) that there were rumours of an imminent requisition of a sack-the-board EGM. That time the rebels were placated and by the end of the month all was apparently well. Or was it: for now there is a sack-the-chairman EGM Requisition on the table and this morning a further EGM was requisitioned to commission an independent forensic investigation into the company’s affairs by one of the “big four” accountants. Best order in double portions of beer and popcorn – this could get very entertaining.

It is one company on AIM, it is for my pension and my reasoning is explained in full in this bonus podcast.

Hello, Share Tasters. Recently I looked at Pets at Home (PETS), concluding that as pet ownership is booming during lockdowns to console lonely folks, the share was a possible winner. And today I have another vet play. CVS Group (CVSG) is an AIM company that has 480 veterinary practices in Blighty, Holland and Ireland.

I start on the issue of PLCs with unpaid bills from lockdown. There will be some catch-ups and icebergs ahead. Cineworld (CINE) is a case study. Then the stock I am buying tomorrow. It is NOT Open Orphan (ORPH) or Red Rock Resources (RRR) as some of you think and I discuss both. Then to Ben & Jerry’s and its hatred of the Jewish state. I am tempted to buy a share in Unilever (ULVR) to go to its next AGM.

Capitalism with a permanent Fed Put is not capitalism.  It is socialism for the rich at the expense of the poor.

Like many oil and gas companies at the lower end of the market, San Leon Energy (SLE) has had its fair share of ups and downs over the years, but in recent times has been heading in the right direction as it builds its business producing oil in Nigeria.

I despair at the predicament our blessed government has left us in. Having prevailed over Covid with the mammoth achievement of our vaccination programme, we find ourselves caught in a doom-loop of a “pingdemic”, rising cases, children again having been denied their education, public services not happening and empty supermarket shelves. Yet at the same time Covid-hospitalisations and Covid deaths are way, way down and we had “freedom” day which wasn’t so free.

If you are a big follower of the global investment markets, then it has been a busy last couple of weeks.  Such is the nature of the timing of the quarterly earnings season in the US or Europe.  UK listed stocks on average tend to report a little bit less frequently, although as many companies are now global players there are more and more detailed quarterly updates nowadays.  Even with my typical larger cap focus, expect some fascinating disclosures from well-known UK listed names over the next five days in a bunch of different sectors.  It is all good fun from my perspective. 

Sit back, get your G&T, I made this Lemon/Basil Gin with the basil from the garden and it was pretty good, I suggest that you make the effort – and post your scores in the comments for bouquets and brickbats. No prizes and no Googling!

Here are five long reads that have nothing to do with shares apaert from one that is. Put the kettle on, find a comfy chair. You have the time, don’t you? 

The weather this week provided a little reminded to me of 1976. Of course back then, before global warming started, it was far warmer – in fact we had 15 consecutive days from June into July with over 90 degree temperatures (32.2C in new money). This week of course provided me with the opportunity to once again recall those days, if only for a short while. I also looked at Simec Atlantis Energy (SAE) RNS on Friday and noted the share price getting hot also.

The top non-Tom article this week is Ariana – Special Dividend Announced (hooray!) Where now for the shares? by Nigel Somerville at number four or number ten if you include the Bearcast and Tom’s new shareshow. 

Good news: the mule with my money arrived last night. I shall buy the shares at 8.30 AM Monday and serve up a bonus bearcast/bullcast to explian my thinking then. The rest of today’s podcast covers inflation, the genie has escaped but what should you do?