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BREAKING: Bombshell 36 page dossier from the Dark Destroyer Matt Earl - IQE shares grossly overvalued
Matt Earl, the bear raider known as the Dark Destroyer is riding high after a string of recent big wins including Mitie (MTO). His next target is IQE (IQE) currently valued at c£890 million. Launching his new hedge fund Shadowfall Matt has produced a damning 36 page dossier which we reproduce in full below.
- By Tom Winnifrith, The Sheriff of AIM |
- 2 February 2018, 05:59 |
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Julie Meyer: What we know about First Tuesday
John Galt is, as you know, an Ayn Rand character. It is also the "nom de plume" of a former senior staffer at Ariadne Capital Limited (now in a shocking administration after £10.5 million disappeared in 10 months as we revealed HERE) who has said that he will expose Ms Meyer. His opening salvo has appeared on LinkedIn today.
- By Tom Winnifrith |
- 2 February 2018, 05:35 |
Mobile Streams – argues ‘huge opportunity’… but it’s current decline & cash crunch ahoy!
I concluded in December on mobile content company Mobile Streams (MOS) that there didn’t look a great situation at present in the currently key India market and that I continued to avoid. There’s now a 09:30am Trading Statement…
- By Steve Moore |
- 2 February 2018, 05:27 |
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Interserve – that’s quite a short position: what do they know?
I noted yesterday that shares in fully-listed Interserve (IRV) seemed to be in free fall. At time of writing they were down 15% and they dropped further at the close. There was no RNS, nor any news I could find. Following a spot of digging, the FCA spreadsheet of net short positions shows a spot of recent activity: why?
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 2 February 2018, 05:20 |
BT Group - what price no growth, a 6% dividend and unchanged forecasts?
I had a bit of a rant yesterday about three FTSE-100 behemoths that were dividend-heavy but consensus buys and not offering - in my opinion - value. I don't think BT Group (BT.A) is in this grouping however despite being dividend-heavy and suffering a falling share price today because basically it is very out-of-favour.
- By Chris Bailey |
- 2 February 2018, 03:35 |
Big Sofa - a strong buy; the alternative view to Cynical Bear from HotStockRockets
Cynical bear offers up the bear case HERE. here is the bull case. Sensible investors want to hear both sides of the story. BB Morons only want to read folks with whom they agree. This website is committed to free speech and is not targeting Versarien (VRS) owning morons, who want to hear only one side of the argument, as customers. Back to Big Sofa...
- By HotStockRockets |
- 2 February 2018, 03:00 |
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Purplebricks responds to damning Jeffries report but not convincingly
Purplebricks (PURP) shares continue to tumble despite it attempting to attack a damning report out late yesterday from broker Jeffries which claims to show that the company may have been lying. The Purplebricks response , a denial, simply does not convince.
- By Tom Winnifrith |
- 2 February 2018, 01:48 |
Falanx - Bulletin Board Morons and lies - what should a company do?
Yesterday afternoon I received an email from a fellow who had bad news about Falanx (FLX). But it was fake news. How does a company react to fake news, I don't know is the answer. So what happened?
- By Tom Winnifrith |
- 2 February 2018, 01:25 |
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Three more charts that show the absolute folly of Neil Woodford
As we have seen with the debacles at Provident Financial, Capita and elsewhere, Britain's most conceited fund manager, Neil "Nomates" Woodford likes to bet - other people's money - against the herd. A share price is tanking, the market must be wrong. The bears are adding to their shorts. They must be wrong too. Nomates always knows best, I demonstrated this with a chart looking at Capita (CPI) the other day HERE. Now I offer up three more Woodford dogs...
- By Tom Winnifrith |
- 2 February 2018, 01:20 |
Comptoir Group – “above market expectations”… but how impressive is this?
In June 2016 Comptoir Group (COM) was “pleased to announce its admission to trading on AIM” at a placing price of 50p per share, stating it “provides us with the platform to accelerate the growth of the business”. Now the Comptoir Libanais, Yalla Yalla, Shawa, Levant and Kenza restaurant group is “pleased to report that trading for the 52 weeks to 31st December 2017 was above market expectations”. The shares have responded, er, less than 3% higher to, er, 19.5p. Hmmm…
- By Steve Moore |
- 2 February 2018, 01:10 |
This Multi-Bagger May have More Bagging to Do as Two Big Customers Roll in
Hello, Share Bunnies. The nearest you get to a joke in the bible is when someone asks about Jesus, ‘Can anything good come out of Nazareth?’. As a Northerner, I could say the same about Woking. However, I know of at least one good internet firm based in Woking and I commend it to your further attention now.
- By Malcolm Stacey |
- 2 February 2018, 01:03 |
Jubilee Metals Group – does share price decline offer value?
Shares in the former Jubilee Platinum, now Jubilee Metals Group (JLP) have recently been on the slide – and this including after a recent Operations Update…
- By Steve Moore |
- 1 February 2018, 08:56 |
Interserve – no RNS, so why are the shares off by 15%?
I realise that there may be a spot of nervousness in the market at the moment – especially in the wake of disasters at Carillon and Capita. Does that explain why shares in fully-listed Interserve (IRG) are off by 15% today, with no RNS announced?
- By Nigel Somerville |
- 1 February 2018, 08:32 |
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GOTCHA! Tern – update on Device Authority funding round. You sure you are telling us the whole truth?
I have to say I’m puzzled by this morning’s announcement from AIM-listed Tern (TERN) regarding the proposed (and so far failed) funding round for Device Authority via US Capital Markets. Silly old me, I thought it was dead in the water – after all, an outfit called USCIM Fund XXXIII Device Authority LLC has been dissolved. I can’t find a replacement.
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 1 February 2018, 08:07 |
This may be cocksucker TV but Steve O'Hara of Optibiotix explains the bull case in full
Okay this is a Proactive interview where the sycophantic cocksuckers ask only soft questions. But the statements Steve O'Hara of Optibiotix (OPTI) makes on the value of deals signed ( 4 minutes in) and the pipeline explain why I am so bullish. And perhaps why the chairman has just bought £100,000 worth of shares, something announced this afternoon. At 63p offer the shares are a storming buy ahead of a stream of big contract wins which will, finally, push the stock to 100p and beyond, IMHO.
- By Tom Winnifrith |
- 1 February 2018, 07:37 |
Ariana – Kiziltepe update: good news, buy
AIM-listed Ariana Resources (AAU) has delivered its Q4 update from its joint-venture Kiziltepe gold mine in Turkey. The news looks to me to be very good on several fronts.
- By Nigel Somerville, the Deputy Sheriff of AIM |
- 1 February 2018, 06:56 |
Big Sofa Technologies: Trading update – the cash is all fine, honest!
My Woodford piece earlier today highlighted the challenges of taking too much notice of what you hear from the company itself. I think the same can be said in connection with Big Sofa Technologies (BST) following its poor trading update yesterday.
- By Cynical Bear |
- 1 February 2018, 04:56 |
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Woodford and Capita – Strike two: a few observations
My conclusion to The Big Short series over Christmas was that although it was a long-term play, Neil Woodford was only a few pieces of “bad luck” away from a speedier, more dramatic implosion. This week’s Capita (CPI) news is the second of those already and we’re only one month in. Further to the excellent pieces on Capita yesterday (HERE and HERE), a few further observations on the wider Woodford story from me.
- By Cynical Bear |
- 1 February 2018, 04:52 |
Image Scan Holdings – having previously noted “extended delivery dates”, a ‘Trading Update’…
In December I warned, with its shares towards 8p, that despite there looking interesting growth value on positive trading continuing, a statement on its order book from X-ray screening systems company Image Scan Holdings (IGE) created current year doubt and made me cautious. Today a Trading Update…
- By Steve Moore |
- 1 February 2018, 04:33 |
Yield munchers look away now - three FTSE-100 behemoths that are not cheap
If I mention the names Vodafone (VOD), Royal Dutch Shell (RDSB) and Unilever (ULVR) to you, what is your first reaction? Stalwarts of the FTSE-100? Dividend-heavy behemoths that will never let you down? Holdings in my company pension fund? You could also add three names that reported earlier today and collectively add up to a very decent chunk of the UK's leading index.
- By Chris Bailey |
- 1 February 2018, 03:50 |