UK 15:53 Friday, 13 November 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
I start with poor Henry and then the amazing case of Davion Healthcare PLC which shows why shorters matter when regulators fail abysmally Then it is Nvidia (NVDA) and Red Rock Resources (RRR).
He will be back at Sharestock on 4 September 2027 after a two year break. Matt Earl, aka the Dark Destroyer, is, arguably, the UK's leading short seller. Uber modest Evil Banksta might argue, but Matt and his Shadowfall fund have a long line of big scalps including Wirecard, ASOS and THG. And Matt's return is another reason to book an early bird ticket NOW before prices go up - you can do so HERE. Matt is not the only reason to pitch up.
Packaging manufacturer Robinson plc (RBN) has announced “Mike Cusick, Chief Financial Officer and Company Secretary will leave the company to take up a post in another company”. What about this following a trading update from Robinson last month and its shares at 125p?
Panmure has left its target price and forecasts unchanged on Amaroq (AMRQ) after 3rd quarter numbers as you can see in the note below. But I really just don’t get it and here’s why I think its maths must be wrong.
Before we all laugh at Nasdaq for allowing this scandalburger to IPO on October 22 I should flag up that Davion Healthcare PLC (US:DAVI) is British and the chaps behind it are very well known to the regulators over here. The shares listed at $12.25- and now trade at $1.19. My target is $0.
DFS Furniture (DFS) has issued an “AGM Trading Statement” including that “proprietary banking data indicates that our core retail brands, DFS and Sofology, have continued to outperform the wider sector, reflecting the strength and resilience of the group”, so what about a current share price response to below 130p, 4.5% lower?
Veteran asset manager Ted Oakley warns that the current risk-reward setup in financial markets is unfavorable, with potential rewards of only 5-6% against risks of 25-30%. He believes earnings estimates for 2027 are too high, citing a slowdown in AI growth, a struggling real estate sector, and declining manufacturing.
Whenever I come up with a right wing conspiracy theory ( which a few years later is shown to be 100% true) the Mrs. says “I bet you read it in the daily mail” as if that was proof, even were it trye that it cannot be true. Today, as we delight in 70 hours of audio proof that Joe Biden was losing his marbles back in 2017 so before he was elected ( so vindicating we right wing conspiracy theorists yet again) I wish to consider the Daily Mail and weight loss jabs.
I am not saying there will be one in 2027 but I think Amaroq (AMRQ) should pay a nominal dividend and it could do so. One reader in particular, a Skinhead with AmaroqDerangementSyndrome, has argued it cannot, so, after the Q3 numbers yesterday let me address him first.
You know that I do not believe in e-tulips. The biggest argument the bulls make is “look at how much money I've made and you have missed out, you want to bet against me again sucker?” But..
Renewables Infrastructure Group (TRIG) has issued quarterly updates including announcing a dividend of 1.8875p per share with an ex-dividend date of 12th November and to be paid on 31st December and that “portfolio performance was ahead of budget… reaffirms the dividend target for FY 2026 at 7.55p per share”. What about this in relation to the valuation at an 81.4p share price, up from a 77p offer price tip in September?
Software and services to the publishing and media industries company Ingenta (ING) has issued a “Strategic Update and Directorate Change” announcement including “adjusted EBITDA is in line with market expectations… and… a refocusing of the group’s strategy around AI, supported by changes to the board and senior management”. So what about a current share price response towards 55p, more than 16% lower?
I reflect on Nicolas Slater's heroics at Aptamer (APTA) but on why I really do not believe in options at all. Then it is the gold price, the most hated CEO on AIM and finally Amaroq (AMRQ) and today's superb Q3 statement
Hooray. Following a sustained campaign on this website and on X by shareholder Nicholas Slater the greedy bastards running Aptamer (APTA) have rowed back on an option scheme that shamed AIM.
Most recently on hardware products and software solutions to the content creation market company Videndum (VID), in August with the shares up to 240p I questioned would even a new lowered expectation range be met considering the first half performance and noted outlook. The shares most recently closed at 217.5p and what about now a further update on trading?
