Share Prophets

Friday 19 July 2019 | ShareProphets: The one stop source for breaking news, expert analysis, and podcasts on fast-moving AIM and LSE listed shares


Results

Table of shorted AIM shares - week to 12/07/2019

Published 6 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 05/07/2019

Published 13 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

June performance update: start of 2019 shorted AIM shares

Published 17 days ago

Early this year we showed the Shorted AIM shares at the start of 2019. How's the performance at the end of June? (those in bold remain from 2018)...

June performance update: start of 2019 top shorted London-listed shares

Published 18 days ago

Early this year we showed the top shorted London-listed shares at the start of 2019. How's the performance at the end of June? (those in bold remain from 2018)...

ShareProphets readers tips for 2019 competition – end June update

Published 18 days ago

Having asked for readers tips for 2019 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 2019)...

Table of shorted AIM shares - week to 28/06/2019

Published 20 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: 7 emails from Julie Meyer's lawyer, IQE placing a dead cert & Doc Holliday either very right or 100% wrong

Published 27 days ago

Today's bearcast is a little late thanks to the amazing work of Brokerman Dan at the Welsh Hovel. Photos later. I start with the bluncers of Julie Meyer's latest lawyer. Then I look at Chesterfield Resources (CHF) and other mining tiddlers and explian why Doc Holliday (a bull) is either very right or very wrong and why I think, but do not know, that it is the latter. Then more questions for IQE (IQE) including when is the placing? 

Table of shorted AIM shares - week to 21/06/2019

Published 27 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: Jeremy Hunt's kind words for a fraudster who stole from you and me

Published 28 days ago

I start with a few words on comments from Jeremy Hunt showing why the entire political class deserves an encounter with an asteroid, his contempt for the victims of crime (you and I the taxpayer) and his support for a fraudster. I look at IQE (IQE), Nanoco (NANO), Agronomics (ANIC), Andalas (ADL), Thin Film (another Neil Woodford disaster) and RM2 (RM2). And now I must rush, more tomorrow.

Ouzo O’clock in North Wales, misery in the valleys as IQE warns (as predicted)

Published 28 days ago

The Sheriff of AIM is surely entitled to a celebratory breakfast ouzo at his hovel in North Wales? On Wednesday I flagged up a profits warning from the Krauts at Siltronic and suggested that IQE (IQE) was likely to follow. Less than 48 hours later the Cardiff dog duly barks. As a long term bear I have repeatedly warned silly sell side analysts, Thirsty Paul Scott and others that this company is a crock…once again I stand vindicated. And so to detail….it is grim.

Tom Winnifrith Bearcast: the corruption of the deadwood press - Lucy Burton, the Sunday Telegraph and Saga

Published 30 days ago

In today's podcast I look at Saga (SAGA), Dev Clever (DEV), Diversified Gas & Oil (DGOC), RM2 (RM2), Falanx (FLX), Yourgene (YGEN) and IQE (IQE).

Table of shorted AIM shares - week to 14/06/2019

Published 34 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tariffs - as American as Apple Pie

Published 39 days ago

Billionaire Stan Druckenmiller said last week that he could see the Fed funds rate going to zero in the next 18 months if the economy softens and that he recently piled into Treasuries as the U.S. trade war with China escalated. “When the Trump tweet went out, I went from 93% invested to net flat, and bought a bunch of Treasuries,” Druckenmiller said Monday evening, referring to the May 5 tweet from President Donald Trump threatening an increase in tariffs on China...

Table of shorted AIM shares - week to 07/06/2019

Published 41 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 31/05/2019

Published 48 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Late May performance update: start of 2019 shorted AIM shares

Published 51 days ago

Early this year we showed the Shorted AIM shares at the start of 2019. How's the performance at the late May bank holiday? (those in bold remain from 2018)...

Late May performance update: start of 2019 top shorted London-listed shares

Published 52 days ago

Early this year we showed the top shorted London-listed shares at the start of 2019. How's the performance at the late May bank holiday? (those in bold remain from 2018)...

Notes from Underground - Totally worth it, please put me out of my misery

Published 54 days ago

I only did the final third of yesterday's Rogue Bloggers for Woodlarks but, man, what a trek. Lucien Miers plotted the course and it took us through rolling fields, crumbling estates, over bubbling rivers, and deep (for England, anyway) forests. 

Tom Winnifrith Bearcast: Why I think Malcolm Stacey is wrong on Bigdish & good riddance you mendacious old hag

Published 56 days ago

In today's bearcast I explain why I disagree with Malcolm on Bigdish (DISH) this morning. I look at IQE (IQE) and the growing risks after today's statement and there is a final appeal on Rogue Bloggers for Woodlarks. we are now less than £4,000 shy of the £50,000 target, if you have yet to donate please do so HERE. I have a few words on the departure of the useless, mendacious and despicable old hag, Theresa May

Table of shorted AIM shares - week to 23/05/2019

Published 56 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: Transgender "genocide", IQE profits alert and Monkey facing wipeout

Published 60 days ago

WARNING: Our apologies, this Bearcast has distorted sound from after ten minutes, when Tom recorded it. It is still audible. We'll try to fix it for tomorrow's Bearcast. I start with a short bit on the wild use of language and yes the trans "genocide" is my starting point. I look at IQE (IQE), Thomas Cook (TCG) and classic red flags - Eight Peaks Group (8PG), Yu (YU.), Bushveld (BMN) and Tesla (TSLA). If you have yet to donate to Rogue Bloggers for Woodlarks (another announcement tomorrow), please do so HERE.

Table of shorted AIM shares - week to 17/05/2019

Published 62 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Central Banking, is Central Planning

Published 67 days ago

US hikes China tariffs after talks result in no progress; China vows to retaliate...

Notes from Underground: You oughta be in pictures

Published 68 days ago

I had a good response for reprinting a chart from Visual Capitalist a few weeks ago, so I'll do it again. Today is Movie Franchise Earnings Over the Last 20 Years.

Table of shorted AIM shares - week to 10/05/2019

Published 69 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Reader Post of the week: Duncan Stewart puts Malcolm Stacey straight on IQE

Published 71 days ago

Malcolm was talking his own book on IQE (IQE) this morning and I did my best to put the bear case HERE.  However this response to Comrade Staceys post of earlier, in the comments section, from bearish fund manager Duncan Stewart merits a wider audience. Over to the great Scot:

IQE: Part Two

Published 71 days ago

Hello, Share Campers. Yesterday I told of my weakness in holding shares in IQE (IQE). Basically, it is loyalty towards the Welsh company which became a six-bagger for me and many other armchair tycoons - at one stage. The problem is that IQE usually disappoints when it reports...

Tom Winnifrith Bearcast: Malcolm you misunderstand IQE

Published 72 days ago

Sorry, I know you thought Joshua was better than i was yesterday but it is just me today. Good news arrives in the post here at the Welsh Hovel. I shall be able to vote for Mr Farage in the European Elections and, better still, the Mrs won't be able to vote for the commies. In the podcast I discuss IQE (IQE) where Malcolm Stacey has it all wrong, Purplebricks (PURP),  Eqtec (EQT), Argo Blockchain (ARB), Bushveld Minerals (BMN) and Dev Clever (DEV). And to the 75% of bearcast listeners yet to do the decent thing: we have now raised almost £19,000 for Woodlarks ( and have another £5,500 pledged) so please help us get towards our £40,000 target with a donation today HERE 

IQE: I Talk Down My Own Book

Published 72 days ago

Hello, Share Crispers. You often see share writers ‘talking up their own book’. Nothing wrong with that. As long as you put a fair case for the shares you own. In fact, someone who puts their money where their mouth is can be applauded. But today I’m going to talk down my own book...

ShareProphets readers tips for 2019 competition – Early May bank holiday update

Published 75 days ago

Having asked for readers tips for 2019 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 an Early May bank holiday 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 2019)...

Table of shorted AIM shares - week to 03/05/2019

Published 76 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

April performance update: start of 2019 shorted AIM shares

Published 77 days ago

Early this year we showed the Shorted AIM shares at the start of 2019. How's the performance following April? (those in bold remain from 2018)...

April performance update: start of 2019 top shorted London-listed shares

Published 78 days ago

Early this year we showed the top shorted London-listed shares at the start of 2019. How's the performance following April? (those in bold remain from 2018)...

Table of shorted AIM shares - week to 26/04/2019

Published 83 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

ShareProphets readers tips for 2019 competition – Easter update

Published 89 days ago

Having asked for readers tips for 2019 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 an Easter 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 2019)...

Table of shorted AIM shares - week to 18/04/2019

Published 91 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 12/04/2019

Published 98 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 05/04/2019

Published 105 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

ShareProphets readers tips for 2019 competition – (late) March update

Published 105 days ago

Having asked for readers tips for 2019 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 2019)...

March performance update: start of 2019 shorted AIM shares

Published 106 days ago

Early this year we showed the Shorted AIM shares at the start of 2019. How's the performance following March? (those in bold remain from 2018)...

March performance update: start of 2019 top shorted London-listed shares

Published 107 days ago

Early this year we showed the top shorted London-listed shares at the start of 2019. How's the performance following March? (those in bold remain from 2018)...

Table of shorted AIM shares - week to 28/03/2019

Published 112 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Notes from Underground - Of course I understand our readers

Published 118 days ago

Tom always tells me that I don't really understand our readers, which is bollocks. So, I assume that most ShareProphets readers were all out in London yesterday demanding a new Brexit referendum, right?

IQE - Piss poor sell side analysts and a ludicrous valuation

Published 119 days ago

Shares in IQE (IQE) are volatile. In the past year they have traded between 136p and 56p and closed yesterday at 68p. The market can often be unforgiving when companies disappoint but in the case of IQE it seems remarkably tolerant…

Table of shorted AIM shares - week to 21/03/2019

Published 119 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast - crunching the numbers after today's dire results & profits warning from IQE

Published 122 days ago

In today's bearcast I take a very detailed look at IQE (IQE) and explain why the shares are worth 40p max, potentially half of that. I also cover Blue Jay Mining (JAY), Yourgene (YGEN), Tomco (TOM), Cloudbuy (CBUY) and F40 member POS Walcom (WALG). If you enjoyed this, I think, profanity free bearcast, follow a bloke from the Grim North who donated enough to buy a whole house in the welfare safari and support the Rogue Bloggers for Woodlarks HERE.

Tom Winnifrith Bearcast: if you wait by the river for long enough...

Published 122 days ago

In today's podcast I explain why Julie Meyer has spurred me to battle on, though I do consider calling it a day now and again. I look at Quindell (QPP), London & Capital Finance, Neil Woodford, and flag up that the FCA has opened or stepped up an enquiry into another company I covered in some detail. You can speculate which, more details when Winnileaks comes good.  I look at Red Emperor (RMP), IQE (IQE), Verseon (VERS) and Blue Jay Mining (JAY). If you enjoyed this, I think, profanity free bearcast, follow a bloke from the Grim North who donated enough to buy a whole house in the welfare safari and support the Rogue Bloggers for Woodlarks HERE.

Domino's Pizza: only one option when you are this touchy about a press article

Published 124 days ago

Did you listen to Tom's Bearcast yesterday?  The section i particularly liked concerned the comparison of Domino Pizza's (DOM) annual franchisee jamboree to a Billy Graham convention which - i am guessing because unsurprisingly I have never attended one - is completely spot-on in terms of the hoped-for fervour of the room.  

The lifestyle you ordered is now out of stock

Published 124 days ago

Sorry folks the good times are over...

Tom Winnifrith Bearcast: Atlantic Capital & IQE you guys really are shysters & jokers

Published 124 days ago

I start with a soddy attempt by spivs at Atlantic capital to secure new customers to fleece with thir crap CFD advice - c/o ADVFN a report on IQE (IQE). I explian why it is shite. Then I turn to allegations that Debenhams (DEB) and Domino's Pizza (DOM) issued RNS statements that were somewhere between misleading and untrue. I have sympathy with one of the accused but none for the other. If you enjoyed this, I think, profanity free bearcast, follow a bloke from the Grim North who donated enough to buy a whole house in the welfare safari and support the Rogue Bloggers for Woodlarks HERE.

Table of shorted AIM shares - week to 14/03/2019

Published 127 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

10 Years After The "Devil's Low"

Published 131 days ago

The S&P 500 bottomed at 666 (intra day) ten years ago last Wednesday...

Table of shorted AIM shares - week to 08/03/2019

Published 133 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

February performance update: start of 2019 shorted AIM shares

Published 135 days ago

Early this year we showed the Shorted AIM shares at the start of 2019. How's the performance following February? (those in bold remain from 2018)...

ShareProphets readers tips for 2019 competition – end February update

Published 137 days ago

Having asked for readers tips for 2019 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 2019)...

Table of shorted AIM shares - week to 01/03/2019

Published 140 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

February performance update: start of 2019 top shorted London-listed shares

Published 141 days ago

Early this year we showed the top shorted London-listed shares at the start of 2019. How's the performance following February? (those in bold remain from 2018)...

Table of shorted AIM shares - week to 22/02/2019

Published 147 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 14/02/2019

Published 154 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Thoughts on The US Market Juggernaut

Published 156 days ago

The year to date has not provided a very promising backdrop for bears. I - like many others - am intensely irritated by Donald Trump’s obsession with the level of the US market and his clearly seeing it as a barometer for his own genius. When he claimed late last year that the fourth quarter sell off was a blip and a buying opportunity I waited with grim satisfaction for the rude awakening that was sure to follow...

Notes from Underground: To the spivs on AIM, they probably date the world BS / AS (before ShareProphets and after ShareProphets)

Published 160 days ago

I just realised that we are coming up on our sixth year of publishing ShareProphets. (The actual date is in April).

Table of shorted AIM shares - week to 07/02/2019

Published 161 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

January performance update: start of 2019 shorted AIM shares

Published 162 days ago

Early this year we showed the Shorted AIM shares at the start of 2019. After the first month of the year, here's the monthly update on performance (those in bold remain from 2018)...

January performance update: start of 2019 top shorted London-listed shares

Published 163 days ago

Early this year we showed the top shorted London-listed shares at the start of 2019. After the first month of the year, here's the monthly update on performance (those in bold remain from 2018)...

IQE – ignore today’s dire warning from Austria’s AMS Ag at your peril

Published 165 days ago

Okay so follow the money….

Table of shorted AIM shares - week to 01/02/2019

Published 168 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

ShareProphets readers tips for 2019 competition – end January update

Published 169 days ago

Having asked for readers tips for 2019 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 2019)...

IQE – sell the rally

Published 172 days ago

It is not, in my view, a great time to be shorting UK names which are sensitive to the underlying market direction as I believe that the UK market, currently suffering from peak uncertainty from Brexit, could see a major re-rating in the event of any solution bar a general election, particularly if there is some sort of fudge of May’s deal which is, I think, the most likely outcome (I am long FTSE 250 not 100 futures to avoid currency considerations). This is not to say that I have downed tools completely on the short side in the UK...

The common denominator is people’s anger

Published 173 days ago

As punters think Brexit will be delayed...

Notes from Underground - Have you ever seen George Soros and Tom Winnifrith in the same room?

Published 174 days ago

A reader this week suggested that we look at a specific bulletin board conversation this week as background to a story. ShareProphets writers rarely look at the boards, and I'd be shocked if any have ever participated, but I took a gander. 

Tom Winnifrith Bearcast - IQE the profits warning number crunching & denial and blame at Frontera

Published 175 days ago

As I predicted, IQE (IQE) served up another profits warning yesterday. I do a bit of number crunching in this podcast which also looks at the way Frontera (FRR) holders deal with their grief, given the Rolls Royces they were promised by the company's liar of a CEO

Table of shorted AIM shares - week to 25/01/2019

Published 175 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: Extreme bad language mainly about that f*cker Boris Johnson

Published 179 days ago

Make sure your kids do not listen to this podcast. Today I cover the latest bonkers idea from Malcolm Stacey, NetFlix (NFLX), tesla (TSLA), IQE (IQE), Dods (DODS), Flybe (FLYB) and Totally (TLY). I also explain why I am even more of a f*cking feminist than before, as of today.

Table of shorted AIM shares - week to 18/01/2019

Published 182 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Apple supplier TSMC warns – what about the read across to IQE?

Published 184 days ago

I see that The Telegraph has reported on a warning by Taiwan Semiconductor Manufacturing Company (TSMC) of a sharp fall in sales due to a global slowdown – not least of which will be due to its sales of chips to Apple for iPhones and iPads.

Table of shorted AIM shares - week to 11/01/2019

Published 189 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: Trying to understand how a moron thinks - ref AAOG

Published 192 days ago

Following on from yesterday's bearcast I discuss the noise and the silence surrounding Anglo African Oil & Gas (AAOG). I look at ITM Power (ITM), Cabot Energy (CAB), Starcom (STAR), Quadrise Fuels (QFI), IQE (IQE), Accrol (ACRL), uber-smelly Independent Oil & Gas (IOG) and Footasylum (FOOT)

Apple Inc takes a large byte out of markets. Peak smartphones?

Published 194 days ago

Apple stock has dropped 38% in 3 months. Reinforcing the old axiom that a fancy new corporate HQ precedes a corporate decline...

Notes from Underground: For 2019, we promise more of the same

Published 194 days ago

I was reading the Most Read ShareProphets Articles of The Year piece posted on New Year's Day and a throught stuck me: not one of the top 20 stories was a tip.

Shorted AIM shares at the start of 2019

Published 196 days ago

We review the performance of the shorted AIM shares as at the start of each year. For 2018 that review is HERE and, from the FCA's spreadsheet of short positions required to be disclosed to it, we now have the shorted AIM shares at the start of 2019 (those in bold remain from 2018)...

Top shorted London-listed shares at the start of 2019

Published 196 days ago

We review the performance of the top shorted London-listed shares as at the start of each year. For 2018 that review is HERE and, from the FCA's spreadsheet of short positions required to be disclosed to it, we now have the top shorted London-listed shares at the start of 2019 (those in bold remain from 2018)...

Tom Winnifrith Bearcast: Finncrap interims (you are taking the piss) and when is the IQE profits warning?

Published 197 days ago

In today's podcast I explain domestic disturbances caused by the need to move to the Grim Northern welfare safari and to be closer to my mother-in-law. Oh happy days. In the podcast itself I look at FinnCap (FCAP), IQE (IQE), UK Oil & Gas (UKOG), Amur Minerals (AMC), Cabot (CAB) and Corero (CNS) a most almighty sell however you look at it.

IQE: Countdown to another shocking profits warning & admission that refinancing needed now underway: Apple warns

Published 197 days ago

Oh dear. Oh dear. For those beguiled by the shoddy analysis of thirsty Paul Scott into buying shares in IQE (IQE), things are set to go from bad to worse. Much worse.  Last night Apple issued a first quarter sales warning.

REVIEWED: Performance of start of 2018 top shorted London-listed shares

Published 198 days ago

Early each year, we note the top shorted London-listed shares as at the start of the year. How did 2018's perform?...

The ShareProphets share tips of the year 2019 – No 20 is from Lucian Miers

Published 200 days ago

Between Christmas Day and January 2nd we shall be publishing more than 20 share tips of the year – buys and sells. Twentieth up is a second from infamous bear raider Lucian Miers, the bard of the Boleyn

The 20 most read articles of 2018, plus the 20 most listened-to Bearcasts

Published 200 days ago

After 365 days of cracking financial journalism, here are the top 20 stories that ShareProphets readers were obsessed by. 

Going, going - GOLD

Published 200 days ago

Do you have exposure to gold and if not why not? Are you mad?

Tom Winnifrith Bearcast: the most shorted shares on AIM - the bear case is now even stronger

Published 209 days ago

I start with a look at Frontera Resources (FRR) and what should and what may happen on Monday in light of this weekend's revelations. You would not want to be long of this one. Then I look at the most shorted shares on AIM and explain why for many of them, notably IQE (IQE), Telit (TCM), ASOS (ASC), Boohoo (BOO) and Victoria (VCP) the bear c ase has just got that much stronger, by an order of n, in the past few weeks. Finally a warning for shareholders in First Derivatives (FDP) - I have a small present for you tomorrow. :)

Table of shorted AIM shares - week to 21/12/2018

Published 210 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 14/12/2018

Published 217 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast - The rot at the heart of the AIM Casino: Photonstar Led, Tomco & Blue Jay

Published 217 days ago

In today's podcast I start with Deutsche Bank and the dire problems faced by the EU. Who really wants to stay in bed with this corpse? That pans out to wider reasons to be bearish and I cannot stress too much look not at P&Ls but at balance sheets. I look specifically today at Photonstar Led (PSL), Tomco (TOM), Low & Bonar (LWB), Argo Blockchain (Don't laugh at me too much), Optibiotix (OPTI), IQE (IQE) and the scandalous behaviour of team BlueJay Mining (JAY), moving on from the points flagged up HERE

Table of shorted AIM shares - week to 07/12/2018

Published 224 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

November performance update: start of 2018 shorted AIM shares

Published 224 days ago

Early this year we showed Shorted AIM shares at the start of 2018. After the latest month, how's performance?...

Table of shorted AIM shares - week to 30/11/2018

Published 227 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

The housing boom is not over, its ending

Published 229 days ago

You think the housing boom is petering out or taking a breather? Nope it is a bubble its popped the boom is over.

Table of shorted AIM shares - week to 23/11/2018

Published 238 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

This Week’s Tip Activity: Barratt Developments, AO World and Mitie Group

Published 238 days ago

Just under 200 UK companies have been tipped by 16 brokers and 26 professional tipsters tracked by Stockomendation during the last seven days. Overall tip sentiment was positive for a majority of tipped companies (70%), and negative for a small minority (10%). In this week’s issue, we highlight the most frequently tipped company, as well as those firms with the highest consensus positive and negative ratings.

Notes from Underground: It's not often we say it's better to be more like the Guardian than The Scotsman

Published 244 days ago

Some meta thoughts here. This week, the Guardian reached one million paid readers and claims it is months away from break even. Crowdfunded Dutch media outfit De Correspondent has moved into the US market and is on target to raise $2.5 million. Meanwhile, dead tree news provided Johnston Press has been given over to its debtors.

Table of shorted AIM shares - week to 16/11/2018

Published 245 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: Itching to tell you something and lessons for Thirsty Paul Scott & others from TrakM8

Published 246 days ago

I can't say what but it is a game changer. I do however discuss the Brexit omnishambles. I then look at why thirsty Paul Scott got TrakM8 (TRAK)  and IQE (IQE)) so badly wrong as the former utterly unravels today. Is it down to the flaw at the heart of the Stockopedia system which seems to have entered Paul's thinking. I look at the lessons for us all from this debacle. I also cover today's news from Adept4 (AD4)

Tom Winnifrith Bearcast: the time of year when my hatred of Amazon mounts

Published 248 days ago

I explain why I am cursing Amazon almost daily. I look at redemptions and fund managers a problem lurking under the surface but also how do private investors react to stocks going to zero or doing an IQE (IQE). I look at worrying data from China and then at Utilitywire (UTW) - another Neil Woodford car crash - and at Interserve (IRV). Ouzo for Nigel Somerville soon I sense.

IQE Clarifies profits warning: as predicted the “crowded bear trade” supports share price (for now)

Published 249 days ago

I noted last night in my bonus bearcast that the real short position in IQE was, whatever the FCA says, probably well North of 20% and that as bears used the profits warning as a reason to close out what is clearly a “crowded trade” this would provide some share price support. And so it has come to pass.  The shares are up 4p at 71p having fallen 29p in late trade Monday. IQE has also clarified its profits warning and that has offered some comfort. It won’t last. You see it is all about cash.

Tom Winnifrith Bonus Bearcast: Excuse the triumphalism but crack out the fecking ouzo - IQE shocker profits alert

Published 249 days ago

Ten miniutes before the close IQE (IQE) issued a shocking profits alert. The shares crashed 29% to 67p. Where will they go tomorrow? Excuse the triumphalism but I have been the biggest IQE bear going and, again, I say to my critics I was fucking well right and you are morons.  All is explained in this bonus podcast. PS If any moaning Taffies bleat on about the content well go feck yourselves and get over it. 

Table of shorted AIM shares - week to 09/11/2018

Published 252 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

October performance update: start of 2018 shorted AIM shares

Published 255 days ago

Early this year we showed Shorted AIM shares at the start of 2018. After the latest month, how's performance?...

Table of shorted AIM shares - week to 02/11/2018

Published 258 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Notes from Underground - Is it an opportunity or a retreat?

Published 264 days ago

Looking at the leaderboard this week, I find it interesting - after a few days of plummeting share prices - that the most read articles are on prosaic things: clothing, hotels, real estate, and minerals.

Table of shorted AIM shares - week to 26/10/2018

Published 266 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: For whom the bell tolls, MySquar & IQE

Published 269 days ago

Today's podcast is from my portable studio in Greece, today parked in the rain at Kalamata marina. Today I look at MX Oil (MX), MySquar (FRAUD), IQE (IQE) and Urals Energy (UEN).

Table of shorted AIM shares - week to 19/10/2018

Published 272 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Stockmarket crash performance update: start of 2018 shorted AIM shares

Published 276 days ago

Early this year we showed Shorted AIM shares at the start of 2018. After the recent market slide and compared to late August, how's the latest performance?...

Table of shorted AIM shares - week to 12/10/2018

Published 279 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 05/10/2018

Published 286 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 28/09/2018

Published 293 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 21/09/2018

Published 300 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 14/09/2018

Published 307 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Notes from Underground: How I parlayed £100 to £7,000,000 in Bitcoin. Did I say parlayed? I meant, missed out on.

Published 313 days ago

I first heard about Bitcoin in 2010, when it was it was about 5 cents per coin. At the time, I thought that maybe I should buy £100 of it to see what it's about. Things being what they were at the time, I never bothered. My back of the envelope calculation says that £100 in 2010 would have been worth around £7,000,000 today, and that's after a recent crash. 

Tom Winnifrith Bearcast - We Bears are usually right - ref IQE

Published 315 days ago

Recorded at the bottom of the valley underneath the abandoned convent, to avoid the noise of hard at work labourers at the Greek Hovel, this is my last full day in Greece. In today's bearcast I look at IQE with reference to the growing short; at Tekcapital (TEK) and getting a new broker; RM2 (RM2 and at Gear4Music (G4M) which is surely massively overvalued?

Table of shorted AIM shares - week to 06/09/2018

Published 315 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Notes from Underground: What bad answers have you given?

Published 320 days ago

When I arrived in the UK over a decade ago, I was asked what football club I supported, over and over. 

The answer to that question was far more important than I understood at the time: it would determine, in the questioners' eyes, if I could be trusted, who my friends would be, how hard I was, and a zillion other things. I thought I was being asked what football club I supported. 

Table of shorted AIM shares - week to 31/08/2018

Published 321 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: IQE does Thirsty Paul Scott see it as a glass half full or half empty these days?

Published 324 days ago

In today's podcast I look at the worthless crap that is Andalas (ADL), the trainwreck in waiting - placing ahoy - that is Frontera (FRR) and finally, in detail, at slam dunk sell red flag infested IQE (IQE).

August performance update: start of 2018 shorted AIM shares

Published 325 days ago

Early this year we showed Shorted AIM shares at the start of 2018. How's the latest performance?...

Table of shorted AIM shares - week to 24/08/2018

Published 329 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 17/08/2018

Published 336 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Experience can pay off for professional share tipsters

Published 342 days ago

“There is nothing like losing all you have in the world for teaching you what not to do. And when you know what not to do in order not to lose money, you begin to learn what to do in order to win. Did you get that? You begin to learn!”

Table of shorted AIM shares - week to 10/08/2018

Published 342 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

End July performance update: start of 2018 shorted AIM shares

Published 346 days ago

Early this year we showed Shorted AIM shares at the start of 2018. After the latest month, how's performance?...

Table of shorted AIM shares - week to 03/08/2018

Published 349 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Notes from Underground: The roof is on fire

Published 355 days ago

Some of you are reading this in fantastic parts of the world. Places on the edge of blue waters or beneath the caopies of rainforests. Cosied up in rooms with constant ambient temperatures.

Table of shorted AIM shares - week to 26/07/2018

Published 357 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: Hell's teeth Lucian says it is actually 33 miles! IQE - I smell panic & Rangers' Dave King Court date

Published 360 days ago

Brokerman Dan has been replaced as the maps man on our Woodlarks Charity walk on Saturday. Perhaps we now know why in his former career he did not always get away. For it turns out that the walk is not 32 miles but 33. Lucian has mapped it out in full. Cripes. We now need just over £2,000 to reach our £20,000 target so if you hav e not yet sponsored me please do so HERE. Get us to target & I will shut up about it. In the podcast I look at IQE (IQE), Rangers FC and another date in court for Dave King, Thirsty Paul Scott not understanding what research means & wanting me not to cover Sosandar (SOS), Cenkos (CNKS), ADVFN (AFN) and Online Blockchain (OBC), Highlands Natural Resources (HNR) and Fishing Republic (FISH) which, I think, is AIM toast in waiting 

Tom Winnifrith Bearcast: I shall make this simple - how close to insolvency is Cabot & are its ex CEO and FD insider dealers?

Published 361 days ago

You have less than a week of me berating you but as we celebrate Optibiotix (OPTI) reaching 100p ( twice) today I ask you to spare a tenner for a great cause. We are more than 80% of the way to hitting our £20,000 walk for Woodlarks target so ahead of 32 miles of pain for myself, Brokerman Dan & Lucian Miers please donate HERE. Elsewhere I look at IQE (IQE), Frontera (FRR), SalvarX (SALV), Pantheon Resources (PANR), Golden Prospect Precious Metals (GPPM) and finally what may be a major scandal at Cabot Energy (CAB).

WinSemi - disastrous earnings report - surely this is very bad news for IQE?

Published 361 days ago

Win Semi is the world's largest GaAs chip foundry and are central to the 3D sensing supply chain.  Below you can see the first page of a broker report that came out on Friday which describes its quarterlies as "disastrous".  So what? aay the IQE (IQE) bulls.

Table of shorted AIM shares - week to 20/07/2018

Published 363 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 13/07/2018

Published 371 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 06/07/2018

Published 378 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week (see HERE)... Perhaps some folks have been taking our IQE exposes, like this one, on board.

Tom Winnifrith Bearcast - that Richard Jennings is a good man, Tony Baldry is not

Published 382 days ago

Say what you like about Richard Jennings of Align Research but, though he has his faults, he has made a very generous donation to the Woodlarks walk campaign and we are now 53% of the way to target. See just how generous and perhaps spare a tenner, as you consider my training walk in today's stifling heat, HERE. In the podcast I look at Great Western Mining (GWMO), Andalas (DOG), MySquar (FRAUD), IQE (IQE), Westminster Group (WSG) - run by loathsome slug and ex Tory MP Tony Baldry - and TrakM8 (TRAK).

IQE – the bear case another six of the best for the bulls to ignore

Published 382 days ago

I have flagged up material concerns about IQE (IQE) and its valuation in two recent articles HERE and HERE. For those so enthused with bull market euphoria that they ignored those warnings, here are another six matters for them to consider carefully.

Half-year performance update: start of 2018 shorted AIM shares

Published 382 days ago

Early this year we showed Shorted AIM shares at the start of 2018. After the latest month, how's performance?...

Notes from Underground: Celebrate legal pot stocks

Published 384 days ago

I'm certain that all of you have today risen your morning tea in a toast to my homeland, Canada, on its 151st anniversary of existance.

Bombshell: IQE Photonics - Fading fast?

Published 385 days ago

Last week I wrote about how IQE’s (IQE) latest annual filing revealed that were it not for one major customer, IQE’s business would have gone pretty much nowhere. Therefore all the excitement and value increase appears heavily reliant on that one major new customer. Today we highlight how at its recent AGM, on 4 June, IQE provided guidance of a 40:60 revenue split for H1:H2 2018, indicating either a slowdown or (as some may hope) merely a deferring of growth.

Table of shorted AIM shares - week to 29/06/2018

Published 385 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

IQE and the £630m customer? Crackers valuation metrics - sheer insanity

Published 386 days ago

Two years ago today, IQE (IQE) was trading at 17p per share, valuing the company at c. £120 million. Today the shares are nearly 6x higher at 100p per share, valuing the business at £750 million; an astonishing £630 million increase in value. And yet IQE’s most recent filing (year to 31 Dec 2017), reveals a company where, were it not for one new major customer, the remaining business would have demonstrated declining revenue and profit.

More Reflections on One of the Most Maddening Stocks in the Summer Share Garden

Published 387 days ago

Hello Share Twingers. As I'm on the road, I lack my usual research resources. So I'll take the opportunity to review a few philosophical thoughts on that most difficult of shares: IQE (IQE). I'm attending the 50 year celebrations of BBC Radio Leeds, where I was shocked to find that two of my old friends didn't remember me at all. So sad. Dementia I fear.

Table of shorted AIM shares - week to 22/06/2018

Published 392 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Notes from Underground: Cold secrets

Published 398 days ago

Here's my question for you this week: do you tell anyone about subscribing to ShareProphets?

Table of shorted AIM shares - week to 14/06/2018

Published 399 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Trapped! My Remaining IQE Shares are Currently Untradable. Disaster - or Maybe Not

Published 401 days ago

Hello Share Sweepers. You may know that I made an awful lot of gelt out of an early investment in IQE (IQE), the Welsh lot who make thingies for mobile phones and other stuff (Don’t you marvel at my technical expertise?). Reacting, as I near always do, to Tom’s advice to sell fast last year, I got rid of three-quarters of my IQE shares. But I’m a superstitious soul. So I did dare not part with all my shares, which have probably made me the most profit ever from a single punt. This has proved a bit of a disaster, as now I would like to sell my remaining holding.

Purplebricks – problems with property management? When will it fess up?

Published 403 days ago

I noted in a bearcast last week that the lack of a year end trading statement from Purplebricks (PURP) as has in the past been its wont – was a bad sign. If it had any good news at all to mention after the profits alert in march it would have told us about it. Instead silence.  Well a source close to the company say one bit of news it could have released is, er more bad news.

Notes from Underground: Newfangled devices

Published 405 days ago

I'd appreciate it  readers would tell me whether you read ShareProphets on a phone or on their computer.

Table of shorted AIM shares - week to 08/06/2018

Published 406 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: The missing trading statement from Purplebricks and does IQE need to warn?

Published 407 days ago

I start on a rather sad personal note. Then it is onto Purplebricks (PURP) and the missing FY trading statement. Does that mean that the great day of a big de-rate looms? I look at UK Oil & Gas (UKOG) in light of today's scoop, at Strat Aero (AERO) where if you look at the real maths the current ramp has created a joke valuation, at the People's Operator (TPOP) which should be sent to Dignitas and finally at IQE (IQE) where I ask if a profits warning is imminent? 5% of Bearcast listeners have donated to the Woodlarks charity walk but 95% have not! . We are now at 26% of our £20,000 target. As I prepare for a step up in my training walks tomorrow - pushing Joshua for 7.5 miles - to those who have  donated I say thank you. To the rest, I know you can afford a tenner - think of me training and cough up now HERE

End May performance update: start of 2018 shorted AIM shares

Published 410 days ago

Early this year we showed Shorted AIM shares at the start of 2018. After the latest month, how's performance?...

Table of shorted AIM shares - week to 01/06/2018

Published 413 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

More Reflections - and Some Comfort - on the Distressing Beaufort Affair

Published 417 days ago

Hello Share Plodders. So the £100 million estimate that the administrators first gave for winding up Beaufort Securities seems wildly out. They now acknowledge it will be more likely to be £55 million. Well, we all make wrong guesses, though not usually £45 million ones. They’ve also reduced their earlier estimate of as much as four years to finish the job to a more likely two years. Another big ‘refinement’.

Table of shorted AIM shares - week to 25/05/2018

Published 420 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 18/05/2018

Published 427 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

(Late) monthly update: start of 2018 shorted AIM shares

Published 431 days ago

Early this year we showed Shorted AIM shares at the start of 2018. After the latest month, how's performance?...

Table of shorted AIM shares - week to 11/05/2018

Published 434 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 04/05/2018

Published 440 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

UK Investor Show Video 2018 The Bears session Lucian Miers, Matt Earl, Tom Winnifrith & Nigel Somerville

Published 440 days ago

And the next video is the bears with myself, the Dark Destroyer Matt Earl, the Bard of the Boleyn Lucian Miers and a cameo by Nigel Somerville on Advanced Oncotherapy (AVO). On the agenda Telit (TCM), Tesla (TSLA), Mitie (MTO), IQE (IQE), RM2 (RM2),Avanti Communications (AVN), AIQ (AIQ) and a good stack more.

Table of shorted AIM shares - week to 27/04/2018

Published 448 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 19/04/2018

Published 454 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: You know I did train as an oil analyst back in the black and white era

Published 456 days ago

Im am putting off assorting my jumbled thoughts on Neil Woodford and the fraud MySquar (MYSQ) into an ordered presentation but that is for this afternoon. Pro tem I look at Avanti Communications (AVN), IQE (IQE), Mobile Streams (MOS), Nighthawk (HAWK) - off 60% today but still at the very least 80% overvalued - and Leaf Clean Energy (LEAF). If you like bearcasts then remember that at UK Investor on April 21 - THIS SATURDAY - one of many highlights will be a live bearcast with myself and Paul Scott. Make sure you book a free ticket HERE using the promotional code WINNIFRITHORDER NOW and we cannt post but will email you a ticket by tonight.

Table of shorted AIM shares - week to 13/04/2018

Published 462 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 05/04/2018

Published 469 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Q1 performance update: start of 2018 shorted AIM shares

Published 470 days ago

Early this year we showed Shorted AIM shares at the start of 2018. After the first quarter, how's performance?...

The one man you cannot miss - surely you want to know what the UK's top fund manager is buying & selling?

Published 472 days ago

No! Not Neil Woodford silly! The data about who is the UK's top fund manager is very clear and unless you hold the charts upside down it certainly is not Woodford. The hard data shows that Mark Slater was not only the 3rd best performing UK fund manager last year but over ten years is No 1. Facts don't lie - Slater, like his late father Jim - is just incredibly good at stock picking.

Tom Winnifrith Bearcast - why won't the Mrs come to see the new Death Wish as her birthday treat?

Published 473 days ago

Only kidding! Death Wish, which is not, as you might think, hapless Mayor Khan's new tourist promo video for London, is not out until Friday. So I gave the Mrs a far more suitable present for her birthday but what to give my Labour party loyalist sister Comrade N?. Back to the Mrs: I sense that I shall be watching the new Bruce Willis movie alone. I digress. In today's bearcast I look at Weatherley International (WTI), the fraud MySquar (MYSQ), Pathfinder Minerals (PFP),  Air Partner (AIR), Sosandar (SOS), IFG Group (IFP), IQE (IQE) - where I try not to be tasteless as I flag a difficult issue but apologise in advance if I offend anyone - and Purplebricks (PURP). If you like bearcasts then remember that at UK Investor on April 21 one of many highlights will be a live bearcast with myself and Paul Scott. Make sure you book a free ticket HERE using the promotional code WINNIFRITH

Table of shorted AIM shares - week to 29/03/2018

Published 476 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Notes from Underground: Photo finished

Published 481 days ago

I'm pleased that  UK Oil & Gas - the photo that demands a statement now! is the #1 story of the week, it certainly made me laugh on the day. To wit: a photo was taken of a lorry being loaded up with equipment to take away from the UKOG site at Broadford Bridge.

Table of shorted AIM shares - week to 23/03/2018

Published 483 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: Malcolm with respect you are talking complete bollocks on IQE

Published 485 days ago

Two days, two bull articles on IQE (IQE). It has worked and I have been goaded here is is why Malcolm Stacey is talking bollocks. I also reference the fraud Eden Research (EDEN) in this discussion on profit being a matter of opinion and that is why cash matters. I discuss why being a liar is bad news as a CEO ref Mkango Resources (MKA) then tease Andrew Monk and Richard Jennings about Gulfsands Petroleum (GPX) - their oil analysis as bad as their Syria analysis on this occasion. Then it is onto Flybe (FLYB) and a detailed discussion of the looming cash crisis and joke valuation at Sound Energy (SOU). I suggest SalvaRx (SALV) run by my good friend Jim Mellon faces a bit of a cash issue. Then I explain why I have cut my UK Oil & Gas (UKOG) target price to just 0.25p making it, at 1.125p, still a slam dunk sell.  If you like bearcasts then remember that at UK Investor on April 21 one of many highlights will be a live bearcast with myself and Paul Scott. Make sure you book a free ticket HERE using the promotional code WINNIFRITH

More Thoughts on IQE, the Share which Divides

Published 485 days ago

Hello, Share Shouters. As any piece on IQE (IQE) rockets to the top of the ShareProphets leaderboard, there’s obviously oodles of interest out there. But whether anyone wants to comment further on this well-discussed share is another matter. Nevertheless, here are a few more thoughts on the company that divides some writers familiar to this spiffing website.

Tom's Right to Bemoan IQE's Cash Generation - But it Doesn't Necessarily Mean the Shares Won't Shine

Published 486 days ago

Hello, Share Snafflers. So IQE’s (IQE) full-year results are out and once again they fail to electrify the City. This led to a full analysis of the new numbers by a sceptical Uncle Tom. As you’d expect, this investigation is fiercely penetrative. And once again, we owners of the stock are frightened to death by what Tom says.

IQE will please everybody with these results - bulls, bears, loons and Uncle Tom Cobbley

Published 486 days ago

IQE (IQE) the manufacturer of wafers which pretends that it is the next ARM and is the darling of Bulletin Board Morons, brokers looking to earn 5% on the next placing so writing ramptastic research reports today, avid broker report reader Paul Scott and our own Malcolm Stacey, has served up results for calendar 2017 which will please everybody.

Table of shorted AIM shares - week to 16/03/2018

Published 490 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Two Pauls and a Nigel - learn value investing from the masters at UK Investor on April 21- today's offer

Published 490 days ago

Value investing is how you make money from shares. Any other approach is not investing but speculating and is, by definition, hit and miss. So do you want to know what Britain's leading value investors are thinking and what shares they are buying and selling? Today's special opportunity is.... Three great value investors will be on stage together discussing how they select stocks and what they are buying and selling at the Global Group UK Investor Show in London on April 21. They are: Paul Scott, Britain's top share blogger, Nigel Wray, the man known as Britain's Buffett, and Dr Paul Jourdan the boss at the hugely successful Amati fund management operation.

To IQE or Not IQE? That is the Question - as the Full-Year Results Loom

Published 491 days ago

Hello, Share Teasers. We are now only a few days away from the latest set of figures from IQE (IQE). And once again I face an irritating quandary on what to do with my remaining holding. This cache of shares isn’t as large as it used to be. That’s because only a fool disregards negative comments on this magnificent website. It probably has the best investigative writers in the City. But even the best shorters get things wrong, so I retain some IQE shares.

Notes from Underground: There are no fads in business

Published 496 days ago

Dear readers of Notes from Underground, prepare to invest in my new venture, Blockchain Cannabis Bioceuticals Plc,

Table of shorted AIM shares - week to 09/03/2018

Published 497 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

A tale of the UK's two highest profile fund managers at UK Investor Show grab your complimentary ticket TODAY

Published 497 days ago

Even though the event is still almost 7 weeks away on April 21, the Global Group UK Investor Show is now more than two thirds booked out - A highlight of the show is the tale of the two fund managers below: Mark Slater & Neil Woodford. Slater is the UK's most successful fund manager of the past decade. He will give the final speech of the day explaining where he sees the market, what shares he is buying, what he is selling and why. If there is a man to follow it is Mark. Neil Woodford is perhaps the country's highest profile fund manager and makes millions for himself. 

Is Pantheon at last starting to fess up?

Published 497 days ago

I am a bear of Pantheon Resources (PANR) as explained again in today's bearcast. The City's No 1 oil analyst Zac "the knife" Phillips of SP Angel does not seem to be much of a fan either. In his morning email he opines: 

Tom Winnifrith Bearcast: Before I quit to become a greedy lazy teacher why Malcolm is wrong on IQE

Published 498 days ago

The Mrs plays Radio 4's Today programme to annoy me. Today it was some lazy and greedy lefty teacher bleating on about how overworked and underpaid she was. Try being an entrepreneur  - the folks whose efforts pay your bloated wages - you pampered bitch.  From that I look at IQE (IQE) and why Getafix is wrong with his comments today, Pantheon Resources (PANR), Polemos (PLMO), RM2 (RM2), Andalas (ADL), Katoro (KAT) and Renold (RNO).

More Evidence that IQE Shorters Could Be Cruising for Bruising

Published 498 days ago

Hello Share Shelvers. When Uncle Tom writes about IQE (IQE) we know we can expect a disparagement of its record on making money. He questions the company’s valuation, believing the shares to be worth less than they are currently valued at. That’s a reasonable view and it’s based on the fundamentals. But does it give proper credit to the company’s future potential? I think not - which is why I wrote a piece suggesting that shorters were taking a big risk with IQE.

End February performance update: start of 2018 shorted AIM shares

Published 501 days ago

Early this year we showed Shorted AIM shares at the start of 2018. After the latest month, how's performance?...

End February performance update: start of 2018 top shorted London-listed shares

Published 501 days ago

Early this year we showed the ten top shorted London-listed shares at the start of 2018. After the latest month, how's performance?...

More than 60% sold out - grab your complimentary UK Investor Show ticket while you can - TODAY

Published 502 days ago

Even though the event is still more than 7 weeks away on April 21, the Global Group UK Investor Show is now more than 60% booked out - we have never seen demand like this in 17 years. 

Table of shorted AIM shares - week to 02/03/2018

Published 503 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

The Shorters of IQE Take an Unacceptable Chance in My Humble View.

Published 503 days ago

Hello, Share Chewers. I bought many of my IQE (IQE) shares at around 20p. I saw them rise to 140p. But after reading disparaging comments by Uncle Tom, I sold three-quarters of the holding. Sadly, the remaining quarter fell to 104p a few weeks ago.

More than 300 UK Investor tickets booked so far this week, grab your complimentary seat while stocks last

Published 510 days ago

More than 300 tickets for the UK Investor show have been reserved this week alone. That is more than 10% of the available stock. More than half the seats at the UK Investor Show have already been booked even though the event is still two months away - we have never seen demand like this in 17 years. Get your seat while stocks last...

Sell the IQE Rally at 133p

Published 511 days ago

Shares in tech wafer supplier IQE (IQE) have been on a tear recently - after the company has been the subject of not one but two short reports which questioned the accounting treatment of two joint ventures it set up in 2014.

Table of shorted AIM shares - week to 23/02/2018

Published 511 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Notes from Underground: Earworms

Published 517 days ago

Bearcasts again dominate our top 10. Podcasts are dominating the iTunes chart. The daily NY Times podcast is now being syndicated to radio. There is something happenening in this space. And really, when you consider it, is there much conceptually different between a broadcast station and a webpage. Webpages have heretofore been static, but they are not regulated and much more freedom of subject matter.

Table of shorted AIM shares - week to 16/02/2018

Published 518 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Thoughts on IQE from Lucian Miers

Published 522 days ago

I took a lot of abuse on twitter recently. My crime, it appears, was forwarding a negative report on IQE plc (IQE) which seemed to me to raise some important questions about the company’s accounting treatment of two joint ventures it had established.

Performance update: start of 2018 shorted AIM shares – Pantheon Resources & IQE lead the fallers edition

Published 522 days ago

At the weekend we updated on performance of start of 2018 top shorted London-listed shares. At the commencement of the year we also showed Shorted AIM shares at the start of 2018. Following the recent 'crash', how's also their performance?...

Notes from Underground - They call them the Flash

Published 524 days ago

I was reading the home town newspaper online ahd have found the securities commission that is far more effective than the living statues at the FCA. After a mere ten years, the British Columbia Securities Commission has decided to act and seize the assets of fraudsters that they identified a decade ago. You can just imagine that discussions at the FCA: Are they on drugs? How is such speed even possible?

Table of shorted AIM shares - week to 09/02/2018

Published 525 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Photo Bearcast: FFS DO NOT WAKE JOSHUA

Published 525 days ago

Friday is one of my two and a half days a week when my 17 month old son Joshua is not at nursery and I am the primary carer. I am such a fucking feminist it is unbelievable. In fact I am almost expecting Harriet Harman to call for the Mrs to start giving me vast sums of money for being such a role model. Anyhow, I record with Joshua snoring so if I speak quietly it is so as not to wake him. In this podcast I cover Angus Energy (ANGS), UK Oil & Gas (UKOG), IQE (IQE), Versarien (VRS) and Sosandar (SOS), shares in which I am VERY happy to own.  My son and heir is pictured snoring away below.

Tom Winnifrith Bearcast: IQE owning shitheads you deserved today's kicking and there will be more to come

Published 526 days ago

In today's podcast I start with a follow up on Steve's excellent piece on Gattaca (GATC) where the COO is surely an insider dealer like Yosi Fait but as with Yosi nothing will happen as London regulation is a joke.  Then I look at IQE after today's bombshell from Muddy Waters (see HERE). Those who lost cash deserved to for ignoring so many prior warnings. I only celebrate the losses suffered by some of them. 

BREAKING: IQE - now the shit really hits the fan: Muddy Waters goes short and publishes the bombshell dossier below

Published 526 days ago

Legendary US bear raiding outfit Muddy Waters has announced that it is short of IQE (IQE). It dismisses Matt Earl's Shadowfall dossier of last week as only partially getting there and has published its own devastating report slating IQE as an "egregious accounting manipulator". Don't mess with Muddy Waters, anyone out there still owning this stock should sell NOW!. Muddy notes:

Tom Winnifrith Bearcast: A Tired Philadelphia Eagles fan - why did I bother waking up?

Published 530 days ago

For reasons mainly to do with girls (well two of them) I have always been a Philadelphia Eagles fan. The last time they won a championship, Hurst, Peters and Moore were playing for West Ham - the two teams have a lot in common. Anyhow I stayed up late and for once fortune is not always hiding. Why did I get up? The market is a sea of red and I discuss that. I look at IQE (IQE) after chatting to Matt Earl, at Woodford Patient Capital Trust (WPCT), Inspirit (INSP) and at Shield Therapeutics (STX). Nomates Neil Woodford has not replied to my polite invitation of yesterday

IQE counters on Matt Earl dossier - but does it? Methinks not.... keep selling: Earl hits back

Published 530 days ago

IQE (IQE) has, this morning, attempted to hit back at Matt Earl's devastating dossier published on Friday, HERE. The statement, crafted by evil and hugely expensive PR spinners FTI, naturally seeks to point out that Earl's Shadowfall fund is short so gains if the share price goes down. No doubt house broker Stifel which has earned millions from IQE will publish a bullish report later. Will IQE issue an RNS flagging up its COI? No. Earl himself has hit back at the hit back telling ShareProphets:

FCA short positions table: more bad news for Woodford ahead?

Published 530 days ago

I have been taking a look through the FCA table of registered short positions, following my piece on Interserve of Friday. I don’t offer anything exhaustive, but the largest individual short positions interested me as they are as high as 5.42% of the capital. That’s quite a bet. Oh, and just as it happens, Neil Woodford features with two of them. They are also all stocks where we at ShareProphets have been bearish.

Tom Winnifrith Bearcast: I hope Persimmon's Mr Fairburn tells the fat cat fund managers where to stick it & keeps his £110m

Published 530 days ago

The scandal over fat cat bonuses at Persimmon (PSN) is something that we were the first to expose back in September of last year way before the national press got onto the case. The real villains are the Government but also the overpaid and negligent City fund managers who agreed to this scheme. They are now trying to shift the blame onto the bosses, notably CEO Jeff Fairburn, but this is about blame shifting not what is in the best interests of shareholders. I then look at wider market wobbles mentioning, en passant, IQE (IQE), SnapChat and other examples of lunacy.

IQE - How this plays out Monday Morning & a heartfelt apology from me

Published 531 days ago

I see that smarmy lefty millionaire comedian Bob Mortimer is boasting in today's Sunday Telegraph about how he bought IQE (IQE) as a penny stock and it is now 163p. Methinks not Bob. I warmed folks to sell at 138.5p in a detailed dossier published in October HERE. Matt Earl's 36 page note of Friday has really set the cat among the pigeons. The shares are 104p but will - I suspect - tank on Monday.

Notes from Underground: How about a top 30 for once?

Published 531 days ago

I'm looking at the top ten most read stories below and it occurs to me: have you seen most these stories covered anywhere else? Other than publications picking up on our coverage?

Table of shorted AIM shares - week to 02/02/2018

Published 532 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast: Don't tell Neil Woodford but Purplebricks is worth just 94p per share - or probably less!

Published 532 days ago

Today's bad news for Britain's most conceited fund manager, Neil "Nomates" Woodford is a savage note on Purplebricks (PURP) by broker Jeffries setting a 94p target as you can see HERE.  I discuss why this target could be too low or could be far too generous but the shares are certainly a slam dunk sell. I look at IQE (IQE) in light of Matty Earl's bombshell note HERE. There is comment on Online BlockCrap (OBC) and a look behind the headline numbers and the turd polishing which shows why Mobile Streams (MOS) is so deep in the unpolishable merde 

BREAKING: Bombshell 36 page dossier from the Dark Destroyer Matt Earl - IQE shares grossly overvalued

Published 532 days ago

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.

Notes from Underground: I have a bad feeling about this

Published 538 days ago

Tom brings up crytocurrency fraud here - The Anatomy of CryptoCurrency Scams (tweaked) - but I get the sinking feeling that cryptocurrencies is going to be the next step in ShareProphets' fraud busting path.

Table of shorted AIM shares - week to 26/01/2018

Published 539 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Cloudbuy – warns on revenue, when will the cash run out?

Published 541 days ago

AIM-listed Cloudbuy (CBUY) issued a trading statement yesterday in relation to the full year to December 2017. The good news is that bullshit earnings (EBITDA) will be broadly in line – ie a slight miss – at around half that of the previous year. The bad news is that revenues are below expectations. Uh-oh.

Avingtrans – Equities First is back

Published 541 days ago

It has been a while, but it seems that the hoods from Equities First Holdings LLC are back once again: AIM-listed Avingtrans (AVG) announced on Tuesday that one of its NEDs, Mr Ewan Lloyd-Baker, is handing over 300,000 shares for a two year loan. The text of the RNS (just as with Igas, Cloudbuy, IQE, Quindell, Optimal Payments (as was) and Angle) again fails to point out that from Mr Lloyd-Baker’s point of view the deal is non-recourse so he can throw in the towel at any time if things go wrong.

Tom Winnifrith Bearcast - Perhaps on IQE I was right and Paul Scott wrong?

Published 542 days ago

Sorry this podcast is a bit brief as I am ill.  In it I look at IQE (IQE) where I wonder if my bearishness has trumped the bullishness of Paul Scott. I look at Starcom (STAR), Tern (TERN) and Cloudbuy (CBUY)

Tom Winnifrith Bearcast - Follow the Bear - top ten shorts reviewed & the sins of KPMG

Published 546 days ago

In today's bearcast I take inspiration from Roger Lawson looking at the sins of KPMG at Carillion (CLLN) and EMIS (EMIS), not to mention Quindell (QPP). What to do?  I look more at Dignity (DTY) and conclude that - having examined numbers from Beyond - the company is fecked. I look at the dumbest snowflake financial journalist going - natch he works for the Daily Mail. And I wonder should one follow the bears, I review the most shorted stocks on AIM and the main market including IQE (IQE), Debenhams (DEB) and Telit (TCM) 

Table of shorted AIM shares - week to 19/01/2018

Published 546 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Versarien Poses the Same Dilemma as IQE, So What's an Armchair Tycoon to Do?

Published 547 days ago

Hello, Share Mixers. In the Autumn I agonised on this sumptuous website over whether to sell shares in the computer bits firm IQE (IQE). Fact is, my mind pulled one way, then the other. I could not make up my mind. Now similar factors are in play for another multi-bagger.

Carillion - the lessons folks will just NOT learn from this debacle

Published 550 days ago

So Carillion (CLLN) has gone tits up. You do rather feel for its 19,500 employees but as folks work out what happens next there is an orgy of recriminations. What lessons do you learn?

Table of shorted AIM shares - week to 12/01/2018

Published 553 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Shorted AIM shares at the start of 2018

Published 559 days ago

We review the performance of the shorted AIM shares as at the start of each year. For 2017 that review is HERE and, from the FCA's spreadsheet of short positions required to be disclosed to it, we now have the shorted AIM shares at the start of 2018...

Top shorted London-listed shares at the start of 2018

Published 561 days ago

We review the performance of the top shorted London-listed shares as at the start of each year. For 2017 that review is HERE and, from the FCA's spreadsheet of short positions required to be disclosed to it, we now have the ten top shorted London-listed shares at the start of 2018...

The ShareProphets 24 share tips of the year: No 14 a buy from Tom Winnifrith

Published 568 days ago

Between December 24 and January 2 we are serving up 24 share tips of the year from our team of writers at ShareProphets. The share tips are for paying subscribers only. There is no Number 13 so we move from 12 to 14 - next up is a buy tip, the third idea ( of eight)  from Tom Winnifrith.

Notes from Underground - Give the gift of ShareProphets

Published 573 days ago

If you are looking for that perfect gift for yourself this Christmas time, a subscription to ShareProphets is the one thing that you'll find illuminating, edifying, amusing, and profitable. If you are not a subscriber, this brief except is all you get, click here to join us.

REVIEWED: ShareProphets writers tips of the year for 2017

Published 574 days ago

Ahead of 2018's selection to follow over the next week or so, how have 2017's tips fared to-date?...

Table of shorted AIM shares - week to 22/12/2017

Published 574 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

IQE plc Bullish Trading statement but hang on

Published 576 days ago

IQE (IQE) has today stated that it is "on track to exceed full year expectations". But hang on Henry. Sales are vanity, profit is a matter of opinion, cash is reality. And so we read that:

Table of shorted AIM shares - week to 15/12/2017

Published 581 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 08/12/2017

Published 588 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 01/12/2017

Published 595 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 24/11/2017

Published 602 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Notes from Underground: 7 out of ten readers prefer listening but what about the sociology students?

Published 608 days ago

A fortnight ago, I had some fun suggesting that quoted companies could goose lackluster share prices by adding buzzworthy words to their corporate name, just like ADVFN parent On-line Plc did by becoming On-line Blockchain Plc.

Table of shorted AIM shares - week to 17/11/2017

Published 609 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Tom Winnifrith Bearcast - the scariest graphic you will see this year + IQE: Buy sell or hold

Published 614 days ago

The scariest graphic you will see this year is on Zero Hedge below and shows just how each country in Europe is ageing. I discuss what it says about the scorched earth policies the EU has imposed on the Southern Europeans, about Germany and about the UK and Eire. This is the old world. It is dying. We in the UK need to focus elsewhere as we approach Brexit. Then it is onto IQE (IQE) and its £95 million placing: buy, sell or hold.

Table of shorted AIM shares - week to 10/11/2017

Published 616 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Why You Can't Ignore the Magnificent Maths of Penny Shares.

Published 616 days ago

Hello, Share Purloiners. Some of you’ve been kind enough to thank me for penny share selections which have shot ahead this year. Like IQE (IQE) Creightons (CRL) and Communisis (CMS). This weekend, I thought I should explain why Penny shares can reward so well, if only because the maths is so enticing.

Table of shorted AIM shares - week to 03/11/2017

Published 623 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

BONUS REPORT: Optibiotix - why the shares (now 73p offer) will head past 100p by Christmas

Published 627 days ago

Okay we have been bullish on this one since the shares were 8p – when we bought our shares –  but it has not raced ahead in recent months as much as we would have expected. The market simply has not appreciated the importance of recently announced deals and also the business model. Once it does, and that will come as other big deals are announced, the shares will move ahead very sharply indeed.

Here's the easy way to pay sub 2p per article for ShareProphets & catch a hot share tip and 3 bearcasts from Tom tonight

Published 628 days ago

Tonight Tom Winnifrith serves up a special share tip and a bearcast special (one of three bearcasts today) only on ShareProphets. To access that tip ands the bearcasts you have to be a paid subscriber to ShareProphets. It only costs you £5.99 a month to get access which works out at sub 2p per article. Think how much our big red flag calls on the AIM frauds have saved you and hot tips like IQE have made you. Its a nil brainer....it's madness not to sign up especially with those THREE bearcasts and a hot share tip from Tom coming up today.

Click here and you'll be taken to a clear, easy subscription page.

Notes from Underground: Here's the pitch: Windpower, Bandwidth, Chinese Market

Published 629 days ago

Clem Chambers was no idiot when he renamed ADVFN's holding company from On-Line Plc to On-line Blockchain Plc. The only way better drive it home would be to have renamed it On-line Tulip Plc.

Table of shorted AIM shares - week to 27/10/2017

Published 630 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

IQE - The next ARM?... Or just a manufacturer of a commodity product with a lengthy track record of burning through equity?

Published 632 days ago

IQE (IQE) is being hailed as “the next ARM Holdings” - you can see the bull case from my pal Paul Scott HERE. But if this is correct it would mark a major turnaround for a company that has been around for nearly two decades without generating any shareholder equity.

Table of shorted AIM shares - week to 20/10/2017

Published 637 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

IQE – “a strong Q3”… but also unexpected historic tax liabilities

Published 638 days ago

“Settlement of prior year taxes” announcement from semiconductor industry wafer supplier IQE plc (IQE) commences that “the group recently engaged the services of an international tax firm to assist with a routine US tax filing for the year ended 2016. Unexpectedly, this exercise has identified taxes due in the US relating to the profits of an overseas subsidiary for the years ending 2013, 2014, 2015 and 2016”. Uh oh…

Table of shorted AIM shares - week to 13/10/2017

Published 644 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 06/10/2017

Published 651 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 29/09/2017

Published 658 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Notes from Underground - The commentariat

Published 664 days ago

It's week two of the reader-supported ShareProphets and everything is going better than planned, which is a very disconcerting feeling. Hundreds of readers have joined and we have far exceeeded what we were previously receiving on the advertising and free access model. At this rate we will be covering our current cost base and be able to contemplate the first pay rises in 4 years, for your writers, by November.

Table of shorted AIM shares - week to 21/09/2017

Published 665 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

IQE Stands for I Question Everything. Why Uncle Tom is Wrong this Time

Published 669 days ago

Hello, Share Cavaliers. It’s rare that I keep returning to shares I’ve commended to you. But the case of IQE (IQE) is so intriguing and knife-edge that I think it might be worth keeping under review. As I write the share is up another 6%. It has been seesawing up and down, rather alarmingly, for a few weeks now. Uncle Tom had a go at my support for this stock in a recent bearcast. He argued that the shares are hopelessly over-valued and to take profits might be the more prudent course.

Interesting bearcast on IQE, but I'm afraid you're completely wrong on this says Paul Scott

Published 670 days ago

I am, on balance, bearish on IQE (IQE) - not as a slam dunk it'sgoing to zero - I just think the shares are seriously overvalued as I explained in a weekend bearcast HERE. But Britain's top share blogger Paul Scott disagrees. The great man writes:

Tom Winnifrith Bearcast - IQE the valuation must be insane & interest rate rise ahoy!

Published 672 days ago

It is my son's first birthday today - how time flies! I start with a look at inflation. It is back! And the greed of the lazy public sector workers (demonstrated clearly HERE) will fuel it which means interest rate rises ahoy. I suggest this has clear implications you should not ignore. Then I take a detailed look at IQE (IQE),its last results,investor perceptions and explain why I believe that the shares at 131p are a very poor risk reward play for the bulls like Comrade Stacey.

Table of shorted AIM shares - week to 15/09/2017

Published 672 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

With IQE and Similar Rockets to the Stars, Follow this Simple Strategy.

Published 672 days ago

Hello Share Markers. The fact that you now have to pay £6 a month to read my modest articles, means that some of my regulars are no longer with us. Trouble is they lose out on all the other learned articles - including the dire warnings - and that could cost them thousands of pounds. Still, nearly every one on this planet is penny wise and pound foolish. And I don’t like paying for internet content either. It’s just that investing in shares is too dodgy not to have the best independent advice going. 

Why IQE is One of the Most Difficult Shares I've Ever Encountered

Published 673 days ago

Hello, Share Scrappers. One of Blighty’s most tricky shares, IQE (IQE) is still causing consternation in Shareland. After a long period of rising almost every day, there is some retracing going on now. I sold all my shares at 140p. Since then I’ve bought half of them back at around 155p. This was a mistake. But I’m not blaming myself because the good publicity for the microchip company keeps rolling in.

Notes from Underground: We now return to your regularly scheduled programme, already in progress

Published 678 days ago

Tom has returned from his sabbactical and the stats speak for themselves: you people like Bearcasts. I can only imagine the plight of our readers for the past five months, fetal position on the floor, listerning to a skipping Victorola or the snow of an untuned wireless waiting for the return of Bearcast.

Table of shorted AIM shares - week to 07/09/2017

Published 679 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

The Admirable Creighton Claws Back Share Price Which It Probably Shouldn't Have Lost

Published 682 days ago

Hello, Share Scramblers. As my shares in IQE (IQE) were sold in anticipation of a lacklustre set of figures, I am now looking for new homes for the profits I made. I had contemplated diving back into IQE once the share price had re-settled, but I cannot see it becoming another ASOS now.

I'm In Agony as All my IQE Shares are Sold Before the Results In Today

Published 683 days ago

Hello, Share Squanderers. It’s likely that by the time you read this perspiration-soaked missive that I’ll be in a desperate mood of sadness. Or it might be that I am mightily relieved. That is because yesterday I made a last-minute sale of the rest of my IQE (IQE) shares.

Notes from Underground: The Summer Wind, came blowing in, from across the sea

Published 685 days ago

The summer silly season is now over, and over 77,000 individual readers read ShareProphets during the past week. That's 77k readers who came to read real analysis and honest opinion. ShareProphets doesn't aggragate stories, we don't do clickbait, and we don't coddle our readers. You should be proud that you're one of them. 

Table of shorted AIM shares - week to 01/09/2017

Published 686 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Bye, Bye IQE - But Maybe Not for Long

Published 688 days ago

Hello Share Trouncers. After a great deal of pressurised angst, I have sold all my IQE (IQE) stash of shares. This doesn’t mean I won’t charge back in at a moment’s notice if things pick up. I had considered selling half or at least top slicing. But I’m beginning to get warning niggles about the way the stock has shot up in the last few months.

 

Table of shorted AIM shares - week to 24/08/2017

Published 693 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Ref: IQE - Will This Nightmare of Gut-Wrenching Tension Ever End?

Published 693 days ago

Hello, Share Kickers. This is a scary holiday weekend for the many of us still holding IQE (IQE) shares. They have risen again, as I write, but how long can the bandwagon keep rolling? Though I’ve been sorely tempted over the last few weeks to sell at least half my shares, I have not done so. I’ll give you a few of my reasons, some of which are not that strong.

Tom Winnifrith Bearcast: Naked women on Twitter, China and the UK property crash and how you can buy the next ASOS

Published 698 days ago

The bit about naked women explains itself but is of course a cue to link to the photo articles on Quindell's & Cloudtag's daftest shareholders, semi naked sisters Kate & Hayley. China and the UK property crash elaborates on the points I made in the property crash bearcast HERE. And then we turn to the question of can you find a thousand bagger, the new ASOS (ASC) . I ask this because of Malcolm's words on IQE (IQE) HERE and because I am just about to make a large new investment - could it be the next ASOS? It won't be but I explain why that does not mean I am not excited.

Notes from Underground: Telit to the hand

Published 699 days ago

I had an oniine conversation with an FT reporter about the Telit affair over how the FT would rather credit some Italian newspaper than your obd't one stop source for free breaking news, expert analysis, and videos on AIM and LSE listed shares. They had to credit somebody given that the FT did not break the story themselves. How convenient for them. CityAM and other publications went with credititing nobody at all. The story broke itself!

Table of shorted AIM shares - week to 18/08/2017

Published 700 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Is IQE Another ASOS? It May Not Be, But Can We Risk Letting Our Shares Go?

Published 700 days ago

Hello, Share Scramblers. Let’s just have a few more thoughts about one of the fastest rising shares of the year: IQE (IQE). First of all an admission. I was stupid not to have sold all my shares when the price rose above 140p. My most golden rule is to sell after a big leap and I bought many of these shares at 16p.

Notes from Underground: Here's a buy recommendation: invest in moped shares

Published 706 days ago

London has a real table problem. At least the outdoor ones, and I don't see Mayor Sadiq Khan putting any effort into it.

Table of shorted AIM shares - week to 11/08/2017

Published 707 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week (see HERE) - you may note a sharp increase in the Telit (TCM) short position even though the shares have collapsed. The bear community smells a zero here, this is Globo all over again - note Tom Winnifrith's smoking gun of earlier & ignore it at your peril 

IQE Has Become My Riddle of the Sands. Help!

Published 710 days ago

Hello Share Japers. The riddle over quite why IQE shares keep on rising is no nearer to being solved. Given the lack of news and lack of confirmation of swirling rumours about a big deal with Apple, you would expect the recently-rocketed share price to level off. If not degenerate into the usual ‘lack of news slide’. But each day I log on I am delighted, though at the same time rather alarmed, to see the share price scale new heights.

Equities First – the £18 million question over IQE

Published 711 days ago

It is almost three years since the Equities First Holdings story hit the headlines with the deal signed up with by Rob Terry et al at what was then called Quindell – now Watchstone (WTG) – whereby the sale of shares via a non-recourse sell and buyback deal was dressed up as a director share purchase.

IQE or Not IQE? That Is Still the Question

Published 711 days ago

Hello Share Saddlers. As I wrote recently, I am in a quandary about what to do with my lorryload of IQE shares. I bought some of them at around 16p and they’re now around 116p as I write. The dilemma is that by holding on, I break a golden rule: always sell the lot after the kind of price jump which makes you gasp for breath.

Table of shorted AIM shares - week to 04/08/2017

Published 714 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 28/07/2017

Published 718 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

It's Nearly Always Best to Sell After a Big Jump, So Why Can't I Do it? Ref IQE

Published 721 days ago

Hello, Share Twiggers. Probably the hardest decisions we have to make as diligent share shifters is when to sell a big winner. Because even the strongest share can reach a point where it is overbought. It may continue to defy gravity for some time, but what goes up too far must come down.

Blistering Performance of IQE Shares, But I'm Not selling Yet

Published 760 days ago

Hello Share Scrimpers. When one suggests a share which becomes a two-bagger plus, there is a bit of a duty to keep readers appraised of developments. That is to examine whether it looks like enough is enough and it's time to consider taking profits. In the case of IQE (IQE) though, this is perhaps not the case.

The Footsie May Not Rise for much Longer - Get Ready to Sell

Published 763 days ago

Hello Share Cringers. As a BBC current affairs producer for nearly all my working life, I thought its 24-hour news service was doomed to failure. How wrong, in the light of recent events, I was.

English Taxpayers cash chucked down the pit by the feckless Welsh and Malcolm Celebrates

Published 800 days ago

England (well mainly the South East) subsidises Wales, Scotland and Northern Ireland. C'est la vie. It is part of being a United Kingdom. Personally I'd send all the Celtic loons packing, give them their independence and slash taxes for we hard working residents of England. But that is not the way and just to rub our noses in it, Welsh resident, Malcolm Stacey celebrates how local councils and the Welsh Assrembly have ponied up £50 million to turn some Godforsaken post industrial shit hole in South Wales into a new "Silicon Valley." Bollocks.

A New Silicon Valley Is Planned, Boy-o. And IQE Is Part of It, Look You

Published 802 days ago

Hello Share Moochers. After I commended IQE (IQE) the shares have gradually improved, now by some 200%. I very much considered taking profits. Only one thing stopped me last week: the thought that surely some predator had the Cardiff company in its sights. I’m now glad I didn’t sell for a different, more tangible, reason. The case to buy more shares gets better.

I'd Like to Be In Amerisur. Well, Actually I Already Am

Published 817 days ago

Hello Share Snappers. It’s a bit disconcerting when you elect a share to bring to your notice and then find it appears on the list of most shorted shares on this stupendous website.

How Your Shares May Just Be Affected Before the New Tax Year

Published 840 days ago

As I am on a train twixt Stacey Towers and the fantastic UK Investor Show at Westminster as I write, I don't have any specific research material to hand. But a few observations on how the new financial year may affect your bag might be useful.

How to Make Money on Full-Year Results - If You Dare

Published 848 days ago

Hello Sharemates. As predicted on this glorious website some time ago, the share price of IQE (IQE) would fall on reporting day - and then recover. In the event when the figures were revealed on Tuesday, the shares fell by about 12%. This was not logical, as the results were rather perky, as I outlined at the time.

IQE Results May Be a Buying Opportunity as Shares Dip to Profit-Takers

Published 850 days ago

Hello Share Smackers. After a long - and for me nervous - wait, the full results for IQE (IQE) are in. And as I predicted on this terrific website, the shares fell on the announcement.

Four Whiz Bang Shares I'm Topping Up to Benefit from my ISA Allowance

Published 855 days ago

Hello Share Thumpers. I’ve been spending a lot on shares in recent days. The reason is that I’ve not topped up my ISA and, as the financial year is fast disappearing towards a new horizon, I have been selling a few turkeys in my ordinary trading accounts to fund my tax-protected ISA.

IQE Is Still Worth a Look - and Still a Tasty Target for Take-Over.

Published 861 days ago

Hello Share Packers.  All of the shares I’ve brought to your attention have been making good ground. But then again nearly all shares have been flying on the coat-tails of a bullish Footsie.

'Slowly And Surely They Make Plans Against Us' - and We Could Make Dosh Out of It.

Published 882 days ago

Hello Share Takers. You’ve probably noticed that there has been a shortage of good take-over stories recently. This might put you off your guard. You might decide it is not worth holding onto a share which has long been in the rumour mill, just  because this sort of deal is becoming as rare as budgie teeth.

How the May Plan Will Benefit Our Shares - If It Ever Happens

Published 906 days ago

If the Prime Minister does a fraction of what she promised in her big speech this week, we can see shares soar like a stone from a ballista. But talk is cheap. However, as I’m not a cynical soul, there was the odd thing said which gave me hope - and I’m talking about my personal share portfolio. But I expect we hold a lot of sectors in common.

Four Crackers for your New Year Table. Well, I Think So.

Published 924 days ago

Hello Share Peggers. Here are some shares you might want to monitor closely in 2017. And if you don’t buy any of them soon, don’t blame me if you are kicking yourself later on. Though if you do buy them and they happen to disappoint, I’d rather you didn’t remind me

Table of shorted AIM shares - start of 2017

Published 927 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares where the position date was in 2016 (by net short position %)...

The ShareProphets 24 share tips of the year for 2017 in review - can you do better?

Published 928 days ago

Since Christmas Even the various authors on the ShareProphets website have been serving up at least 1 share tip for 2017 every single day. There are blue chips, small caps, buys and sells. And of course we also have our readers share tip prize contest for 2017 where the deadline to enter is midnight and where you can enter HERE. But what did our writers tip. As we prepare for the stockmarket to reopen on Tuesday here is a full recap:

ShareProphets Share Tips of the year 2017: No 4 Buy IQE says Malcolm Stacey

Published 938 days ago

I am quite confident in making IQE (IQE) a tip of the year. And this is despite the fact that this outfit usually appears in the list of most shorted shares, helpfully published on this spectacular website.

Table of shorted AIM shares - week to 23/12/2016

Published 938 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week (see HERE). The big move is the increase in the Telit short.

Table of shorted AIM shares - week to 16/12/2016

Published 945 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

In the 12 Days to Xmas, Review Your Shares A-Leaping

Published 946 days ago

Hello Share Pickers. I'm in the middle of one of those interminable train journeys where you pass loads of familiar town names everybody knows, but where nobody ever stops. In this case Wilmslow, Hereford, Leominster, Ludlow, Crewe, Craven Arms etc. Well, have you ever been there?

 

Table of shorted AIM shares - week to 09/12/2016

Published 952 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Picture This - A Stunning Company which Keeps on Developing Profits.

Published 952 days ago

Hello Share Twiddlers. There are some shares in our bag, gang, that we know, just know will keep on bumping up our investment. I have brought to your notice recently the Welsh computer engineer IQE (IQE). That is one of them. Another is Legal and General (LGEN).  And a third is the Honkers Bonkers bank (HSBA).

Table of shorted AIM shares - week to 02/12/2016

Published 959 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 25/11/2016

Published 966 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Three Little Beauties Which Chime with One of the Truest Sayings in Shareland

Published 971 days ago

Hello Share Splashers. There are several well-worn maxims in Shareland which happen to be true. One of the best in my humble experience is ‘the trend is your friend’. Simply put, this is a share which has been rising for a few days continuing to rise. Just as a company which is doing badly continuing to see its stock tumble.

Table of shorted AIM shares - week to 18/11/2016

Published 972 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 11/11/2016

Published 980 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 04/11/2016

Published 987 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

EFH – looking to make a welcome return?

Published 994 days ago

It was good to see AIM-listed med-tech play Angle (AGL) announce that its CEO, Mr Andrew Newland, had successfully seen his sale-and-repurchase deal with Equities First Holdings LLC (EFH) mature at the end of its term, and that the 1.35 million shares involved were safely back in his mitts. Shareholders in Angle will welcome this – but so, it seems, does EFH. So pleased, in fact, that EFH itself released an RNS in celebration.

Table of shorted AIM shares - week to 28/10/2016

Published 994 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Angle – “Director Share Purchase” = EFH deal matures: good news.

Published 996 days ago

Some good news, I think, for shareholders in AIM-listed medical technology firm Angle (AGL) which one might sense will be greeted with the same relief as the moment when an unwelcome guest leaves the house.

Table of shorted AIM shares - week to 21/10/2016

Published 1001 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Table of shorted AIM shares - week to 14/10/2016

Published 1008 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of this week (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last time...

Table of shorted AIM shares - end September 2016

Published 1011 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of September (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last month...

Italy sets referendum date that could scupper the Euro, not everyone went down with the Titanic

Published 1020 days ago

The UK's economic growth for the second quarter has been revised upwards by the Office for National Statistics to 0.7%, from a previous estimate of 0.6% as the ONS said service sector growth and consumer spending had come in stronger than previously thought. Brexit?

Malcolm's Magnificent Seven Ride Again

Published 1027 days ago

Hello Share Shakers. If, like me, you enjoy old-fashioned goodie versus baddie Westerns, then you’ll enjoy the rollicking remake of the Magnificent Seven. Not the same calibre of stars as the old 1957 classic, though. No Yul Brynner, Charles Bronson or Steve McQueen, but very entertaining nonetheless. The film has inspired me to choose my own Magnificent Seven.

The Dash to Buy Soaraway IQE May Not Be Over Yet

Published 1032 days ago

Hello Share Swiggers. Let’s have an update on IQE (IQE) my favourite ‘new technology’ share. Though it’s not hard to reach that favoured position as I do not invest in many technology shares having been burnt rather too often.

So You're Making Money on a Near-Record Footsie - Well, Show a Bit of Heart for Starving Refugees.

Published 1043 days ago

Hello share swappers. There are a lot of stories of horrible selfish people on this website. Let us, as readers, show that we are more enlightened than they are. Britain is one of the very richest countries in the world. Early signs are that Brexit will make us even richer, as companies queue up to strike new trade deals.

Table of shorted AIM shares - end August 2016

Published 1047 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of August (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last month...

Big Grant Helps Avacta Sort Sheep From Goats - and Up Goes the Share Price

Published 1073 days ago

Hello Share Twirlers. I’m indulging myself lately by featuring a few of my picks that are doing rather well at the moment. The last one we looked at was IQE, the electronics pioneer, which has been rattling ahead after a rather poor period, when I’m glad to say, I managed to hold my nerve. Now the share seems pretty perky. Today’s success story is Avacta (AVCT).

Let's Return to IQE - Because Plenty of Other Buyers Seem to Be.

Published 1074 days ago

Hello Share Spongers. We are still happily in a bull market. But it’s a very lazy bull that’s driving it. I know volumes are low as many a trader has left his desk for the family’s sake during school hols. But even so, the Footsie is not working very hard. And the Dow is even worse. On most days recently, it has hardly moved (either way) at all.

Table of shorted AIM shares - end July 2016

Published 1079 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of July (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last month...

Shares Should Shoot Past 7,000, Despite what the Gloomsters Say.

Published 1092 days ago

Hello Share Shapers. I've had a very eventful week. My ARM (ARM) and IQE (IQE) holdings, both rather similar companies, both shot ahead. One on a take-over probability (ARM) the other on a bullish trading update. Such are the possibilities of our golden game, that a whole year of lacklustre performance for my portfolio was suddenly bounced back into the black. That's why we should never despair, gang. There is always a good story for us lurking round the next corner. And the rewards we accrue can sometimes be nearly as good as winning the pools.

The Welsh Wafer Firm Gets a Share Boost - and It Could Be Justified

Published 1094 days ago

Hello Share Fiends. As ARM (ARM) is likely to be taken over at a juicy premium for shareholders of 42% on the pre-news price, it is only fitting that we look at another company in (very) roughly the same line of business. It is another of my limited stable of technological shares and it's called IQE (IQE). 

Table of shorted AIM shares - end June 2016

Published 1106 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of June (by net short position %) - and if the positions have increased (red), reduced (green) or remained unchanged (black) since last month...

Table of shorted AIM shares - end May 2016

Published 1141 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of May 2016 (by net short position %) - and if the positions have increased (red), reduced (green) or remained unchanged (black) since last month...

Table of shorted AIM shares - end Apr 2016

Published 1171 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of April 2016 (by net short position %) - and if the positions have increased (red), reduced (green) or remained unchanged (black) since last month...

Table of shorted AIM shares - end Mar 2016

Published 1199 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of March 2016 (by net short position %) - and if the positions have increased (red), reduced (green) or remained unchanged (black) since last month...

Urban & Civic – board changes and the stench of EFH that just won’t go away

Published 1212 days ago

Fully listed Urban and Civic (UANC) has announced a series of board changes. It looks like a pretty comprehensive round of musical chairs and from a corporate governance point of view it is good to see the role of CEO and Chairman being split. But a spot of PR spin caught my eye which sticks in the craw, as the shadow of Mr Robert Adair’s dealings with Equities First Holdings LLC is cast.

Table of shorted AIM shares - end Feb 2016

Published 1233 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of February 2016 (by net short position %) - and if the positions have increased (red), reduced (green) or remained unchanged (black) since last month...

Table of shorted AIM shares - end Jan 2016

Published 1261 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of January 2016 (by net short position %) - and if the positions have increased (red), reduced (green) or remained unchanged (black) since last month...

Reviewed: Performance of the AIM shares shorted as at the start of 2015

Published 1289 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, we recently detailed the shorted AIM shares (by net short position %) at the start of 2016 - see HERE. The following review of 'The AIM shares shorted as at the start of 2015' suggests further why it may be worth paying some attention...

Table of shorted AIM shares - start of 2016

Published 1290 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) at the start of 2016...

Not Everyone Agrees, but I’ve Almost as Much Faith in Welsh Terrier IQE as Its Bosses Have.

Published 1290 days ago

Hello Share Scrappers. One of my favourite penny shares is not every body’s cup of tea. I keep seeing IQE (IQE) on a list of most-shorted shares, you know the one that appears from time to time on this wondrous website.

Zak Mir's Great Request Show: Audioboom, Avanti Communications, IQE

Published 1308 days ago

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at shares in Audioboom (BOOM), Avanti Communications (AVN) and IQE (IQE) setting share price targets for all three stocks.

Table of shorted AIM shares - 11/12/2015

Published 1310 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Fraudster Rob Terry's Quob Park Estate issues more shares, but at what price?

Published 1311 days ago

Fraudster Rob Terry's new outfit in Hampshire, Quob Park Estate, has been at it again - issuing shares on the same day at very different prices. No doubt the recipients of the confetti wll be delighted with their purchases.

Table of shorted AIM shares - 04/12/2015

Published 1317 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Zak Mir's Great Request Show: IQE, Prospex Oil & Gas, Scancell Holdings

Published 1324 days ago

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at shares in IQE (IQE), Prospex Oil & Gas (PXOG) and Scancell Holdings (SCLP) setting share price targets for all three stocks.

Table of shorted AIM shares - 27/11/2015

Published 1324 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 20/11/2015

Published 1332 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 13/11/2015

Published 1339 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 06/11/2015

Published 1347 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 30/10/2015

Published 1353 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 23/10/2015

Published 1361 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 16/10/2015

Published 1367 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 09/10/2015

Published 1375 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Wafers, Wafers Everywhere - and Not a Share to Dump.

Published 1381 days ago

Hello Share Changers. I seem to remember that Uncle Tom doesn’t particularly like IQE (IQE) a firm which has, once or twice, been described as the new Arm Holdings (ARM) 

Table of shorted AIM shares - 02/10/2015

Published 1382 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 25/09/2015

Published 1387 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 18/09/2015

Published 1396 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 11/09/2015

Published 1402 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Daily Telegraph’s top 10 Aim stocks to buy – its ‘avin’ a bubble!

Published 1407 days ago

The Daily Telegraph has a cunning wheeze for its readers to avoid Inheritance Tax – buy AIM stocks. In fact this is a double wheeze. Not only are these IHT free assets but the Torygraph has selected a top 10 which seems guaranteed to smash the value of your estate. It is ‘avin’ a bubble with its top 10 dogs, oops I meant AIM Casino shares to buy. 

Table of shorted AIM shares - 04/09/2015

Published 1410 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 28/08/2015

Published 1417 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 21/08/2015

Published 1424 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 14/08/2015

Published 1431 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 07/08/2015

Published 1438 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Your Share Tips Were Not All Right, Jack. But They Will Be - ref. Advanced Oncotherapy, IQE & Lloyds

Published 1438 days ago

Hello Fellow Share Bashers. The other day I told you how I’d picked five companies for my 21- year-old son Jack’s first share portfolio. But I was a bit miffed when he went off on a ten-day holiday to Denmark, without lodging his first £1000 with the broker. So far my fantastic five tips have gone unused.

Five Sizzling Set-Ups May Be All Right, Jack. ref. Advanced Oncotherapy and more

Published 1442 days ago

Hello Share Pals, it's a thrilling time for my 21-year-old son, Jack. He has opened his very first share account with Traders Own. Being a student, he hasn't got much spare cash, but he has interred £1,000 into his golden fund. Now he needs five companies to dive into. I've got some suggestions for him below

Why It’s Wise To Be Wary Of Internet Outfits

Published 1444 days ago

Hello share mates. I'm on the road at the moment. This means I'm having awful trouble getting this daily report to you. We forget this is still a new technology. There is still a long way to go before the Internet actually saves us effort, instead of causing it.

Table of shorted AIM shares - 31/07/2015

Published 1445 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 24/07/2015

Published 1451 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 17/07/2015

Published 1457 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

How to Invest in Wafers which Are Now’t to Do with Ice Cream.

Published 1460 days ago

Hello Share Smashers.  There’s a techno firm I rather like. In some ways it’s a smaller version of Arm (arm) whose gizmos turn up in most mobile phones and other computery stuff. The name is IQE (IQE). It makes wafers for computers, but too my shame I’m not sure what wafers are. Except the ice cream kind.

Table of shorted AIM shares - 10/07/2015

Published 1464 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Optimal Payments and Cloudbuy – nervous moments as EFH margin calls loom

Published 1470 days ago

Last year Optimal Payments (OPAY) was forced to come (semi) clean over a loan package between its CEO, Mr Joel Leonoff, and Equities First Holdings LLC (EFH). Optimal originally told that market on 1 April 2014 that Mr Leonoff had pledged 1.5 million shares in the company as collateral for a loan of approx. £4m, but failed to mention a few details such as the non-recourse nature of the package and that EFH was free just to dump the stock into the market. This did not become clear until it was exposed on ShareProphets last autumn and resulted in a number of clarifications from Optimal, along with AIM-listed Igas (IGAS), Cloudbuy (CBUY), Quindell (QPP), IQE (IQE) and Angle (AGL). 

Table of shorted AIM shares - 03/07/2015

Published 1472 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 19/06/2015

Published 1486 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of most shorted AIM shares - 12/06/2015

Published 1492 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

The most shorted AIM shares - 05/06/2015

Published 1500 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 29/05/2015

Published 1508 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 22/05/2015

Published 1514 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 15/05/2015

Published 1520 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 08/05/2015

Published 1529 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 01/05/2015

Published 1530 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 24/04/2015

Published 1537 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 17/04/2015

Published 1544 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 10/04/2015

Published 1551 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Q1 2015 Performance Update: shorted AIM shares

Published 1556 days ago

From the weekly table published on this website, the following updates how the shorted AIM shares have performed (green indicates the shares were not in the last weekly table of the quarter HERE, with the noted 'closing share price' then that of the publication date of the first weekly table in which the shares no longer appeared)...

Table of shorted AIM shares - 02/04/2015

Published 1559 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 27/03/2015

Published 1564 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 20/03/2015

Published 1572 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

The Equities First Holdings LLC Scandal – an open letter to the FCA and AIM Regulation

Published 1573 days ago

Enough is enough. Tom Winnifrith’s revelation that EFH has dumped the entire holding of 2.25 million shares transferred to it by Cloudbuy (CBUY) Chairman Ronald Duncan is shocking. It makes a total mockery of the disclosure requirements demanded by the FCA and AIM Regulation and as such I have today written an open letter to the heads of those two bodies, Mr Marcus Stuttard and Mr Martin Wheatley.

Cloudbuy – time to clarify as EFH default looms. Who will be next?

Published 1577 days ago

Last year ShareProphets broke the scandal of AIM company directors taking loans from Equities First Holdings LLP (EFH) and entering into sale-and-repurchase agreements over shares in their companies as collateral. There were various conditions which would trigger a default which required either the transfer of further shares or cash to EFH, or there was the option just to walk away. Within days the first of the AIM companies (Quindell) saw former boss, the insider dealer, Mr Robert Simon Terry walk away under the non-recourse terms – he kept the money. Now a second one is on the hook.

Table of shorted AIM shares - 13/03/2015

Published 1580 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 06/03/2015

Published 1586 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Equities First holdings LLP: is Cloudbuy the next victim?

Published 1588 days ago

Last year ShareProphets broke the story of how Equities First Holdings LLP was doing stock loans to AIM listed companies whereby the stock was sold to EFH who were then themselves free to sell the stock into the market. Because these deals appear to have margin call clauses, substantial falls in the price of the stock can trigger a default. It may come as no surprise, then, that the share prices of the stocks concerned have not seen universally stellar performance.

Changes in disclosable net short positions - week to 06/03/2015

Published 1589 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (red if short increased, green if reduced)...

Table of shorted AIM shares - 27/02/2015

Published 1592 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Markets, corruption, failure of regulation and how the Establishment reacts to scandal with denial

Published 1601 days ago

I am struck by the similarities between the myriad of scandals on AIM – and now the main market – exposed here on ShareProphets and the various horrendous scandals that we have, as a country, been faced with in recent times. Perhaps it might be seen as a grubby comparison to liken financial wrongdoing to the scandals of abuse with reference to Saville, Rotherham as well as the Hillsborough tragedy. But the similarities are there: the failings are the same and as a country we need to face it.

Table of shorted AIM shares - 20/02/2015

Published 1604 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

The Equities First Holdings LLC Scandal – which, if any, Nomads took brown envelopes?

Published 1609 days ago

Oh dear, a Nomad who was approached by Equities First Holdings LLC urging it to get its corporate clients to engage in its dodgy share trades has come forward and revealed that brown envelopes were involved. So which Nomad or Nomads have taken one and is this not a conflict of interest?

Table of shorted AIM shares - 13/02/2015

Published 1611 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Table of shorted AIM shares - 21/01/2015

Published 1633 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

Changes in disclosable net short positions - week to 21/01/2015

Published 1635 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (red if short increased, green if reduced)...

Table of shorted AIM shares - 14/01/2015

Published 1640 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE ('Position Holders' in bold appear in the table more than once)…

How to Make Money Out of Shares You Know Little About. Ref: IQE

Published 1641 days ago

Hello Share Smackers. As I write this modest little column, my IQE (IQE) shares have leapt on the day by 12%. This is jolly good because I've been ambivalent about this investment.

EXCLUSIVE – Has ShareProphets Forced the FCA into a clarification re EFH and IGas?

Published 1646 days ago

 ShareProphets broke the story of the Equities First Holdings LLC (EFH) loans scandal back in November 2014. We nailed the EFH six – IGas (IGAS), Quindell (QPP), Optimal Payments (OPAY), Cloudbuy (CBUY), IQE (IQE) and Angle (AGL) for not giving adequate disclosure of the dealings of their directors with regard to deals with EFH. All those companies were in the end (and some rather more reluctantly than others) forced into clarifications. But it turns out that the FCA has also issued a clarification too!

REVEALED!! The Loophole That AIM-Cesspit Clients of Equities First Exploit

Published 1646 days ago

One year ago, IGas Energy CEO Andrew Austin deceived his shareholders. He issued an RNS claiming to have bought 300,000 of his company’s shares, when in fact he had net sold 7,200,000. After weeks of painstaking research, and on the anniversary of this shameful episode, ShareProphets can exclusively reveal the loophole the like of Mr Austin have sought to exploit to get around the Disclosure and Transparency Rules (DTR) through their dodgy deals with Equities First Holdings LLC (EFH). The explanation is complicated, but the results are both shocking and appalling. Through EFH directors can sell stock and not declare it. The FCA must close this loophole now.

End 2014 Performance Update: Shorted AIM Shares

Published 1646 days ago

The following details the performance of the AIM shares shorted as at the start of 2015 from when there has continuously been a disclosed short position in them ('Position Holders' in bold appear in the table more than once)…

The AIM shares shorted as at the start of 2015...

Published 1655 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the AIM shares shorted at the start of 2015...

Steve Moore's share tips of the year 2015 - No 3 Impellam

Published 1664 days ago

Having recently re-capped on my 2014 selections HERE, it is now time to repeat the exercise for 2015. My first tip of the year 2015 appeared HERE. My second selection was published HERE and my third choice is….

Steve Moore's share tips of the year 2015 - No 2 Vislink

Published 1665 days ago

Having recently re-capped on my 2014 selections HERE, it is now time to repeat the exercise for 2015…

Steve Moore's share tips of the year 2015 - No 1 K3 Business Technology

Published 1667 days ago

Having recently re-capped on my 2014 selections HERE, it is now time to repeat the exercise for 2015 and so here is my first tip of the year…cue drumroll

Table of changes in net short positions - week to 12/12/2014

Published 1671 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (red if short increased, green if reduced)...

IGAS, Optimal Payments and Nomads Canaccord and Jefferies: Anything you should tell us?

Published 1680 days ago

Thanks to the joys of the internet we have a sample contract for those Equities First Holdings LLP (EFH) so-called loan deals. It makes fascinating reading  - you can read it HERE.Note that it is held on the USA’s Securities and Exchange Commission (SEC) website: I think we can assume it is genuine! Given that EFH is a one product company, this contract gives us a solid basis for a model contract with directors the EFH Six (Optimal payments, IGAS, Cloudbuy, IQE, Quenron and Aengle), which we can now test against disclosures made.

Table of changes in net short positions - week to 05/12/2014

Published 1681 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (red if short increased, green if reduced)...

Optimal Payments – Time for More Equities First Clarifications

Published 1686 days ago

With IGas (IGAS) seemingly having to issue re-clarifications every few days (and there will be more I fancy…) we turn once again to Optimal payments (OPAY_. We have already forced out two clarifications (after hours Fri 15 Nov and pre-market Mon 17 Nov buried in a trading statement). It is striking that of the six plcs caught up in the EFH scandal, three have come fairly clean – notably Angle (AGL), but Cloudbuy (CBUY) and Quindell (QPP) have revealed much. IQE (IQE) has been fairly forthcoming too. And then there are IGAS and Optimal, who are having information dragged out of them only with the greatest of reluctance. For those two companies, our rope – like their shareholders – is long and strong.

November 2014: Changes in net short positions

Published 1687 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in November (red in first table means newly disclosed short position(s) opened in the company in addition to the noted change - see in the second table)...

Creston, Empresaria & IQE – share tip of the year updates

Published 1688 days ago

Post recent interim results from one of my tips of the year, Creston plc (CRE), the following updates on how my three selections have performed to date.

Table of changes in net short positions - week to 28/11/2014

Published 1688 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (red if short increased, green if reduced)...

The AIM shares investors are short of - 20/11/2014

Published 1698 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the AIM shares investors are short of (linked to recent ShareProphets coverage of them).

IGAs & Total – is this why the company and hapless Nomad Jeffries won’t fess up?

Published 1700 days ago

In yesterday’s piece HERE   I discussed IGAS and its takeover of Aussie-listed Dart Energy with regard to disclosures not given to Dart’s shareholders about IGAS CEO Andrew Austin’s EFH ‘loan’ deal as announced by RNS on 16 Jan 2014, which had stated that Mr Austin had transferred shares in the company to Equities First Holdings as security for a loan. All the other companies caught up in the EFH scandal have clarified that the deal did involve the handing over of title and voting rights to EFH (i.e. they were disposals) albeit the ‘loan’ deal contains an option to buy the shares back. But IGAS and its Nomad still refuse to concede that Mr Austin’s deal was the same. So now we come to the farm-out deal with Total and its implications, the potential ugliness of which might finally get a full disclosure of the EFH deal out of IGAS and its ostrich of a Nomad.

Table of changes in net short positions - week to 18/11/2014

Published 1703 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (red if short increased, green if reduced)...

Crook Rob Terry walks from EFH deal on margin call – what about the others, especially IGAS?

Published 1705 days ago

Today it was announced that the liar, insider dealer and fraudster Rob Terry was stepping down from Quindell (QPP). But he also announced that:

Santa’s Little Helpers – Comments section uncovers more on Equities First share sales

Published 1705 days ago

ShareProphets has some intelligent people leaving comments on the articles written. The IQs must be about 2 Standard Deviations higher than that of a chat room poster, to judge by the response I receive, and the commentators’ research has sometimes been better than mine.

The Exceptionalism of iGas, and the lessons of Morris v Equities First, LLC

Published 1706 days ago

Forget today’s news that a well has been spudded in some grim Northern welfare addicted hell hole. Let’s deal with the real issue here. On Friday 14th November iGas released a terse announcement: “IGas Energy notes the recent movement in its share price and confirms the detail contained in the statement on 16 January, in respect of Andrew Austin's facility with Energy First Partners LLP, is full and correct disclosure for the purposes of the AIM and Disclosure and Transparency Rules.” But it was not.

The AIM Awards dinner, Cannacord, Equities First and the stench grows by the day

Published 1706 days ago

Each year a sell-out dinner takes place attended by over 1300 AIM company directors, Nomads, brokers, accountants, lawyers, analysts, people from the financial PR and investor relations industries and the media. It is the largest AIM gathering in the City calendar, according to the AIM AWARDS website, http://www.aim-awards.co.uk . Lots of mutual back-slapping goes on as they ‘celebrate outstanding achievement on the world’s most successful growth market’.

The Equities First Scandal - Its going to get worse, heads will roll - Tom Winnifrith BearCast Special

Published 1707 days ago

The AIM Casino scandal involving Equities First Holdings LLC is going to get an awful lot worse. Heads will roll with Optimal Payments (OPAY) and IGAS (IGAS) firmly in the firing line but directors at Cloudbuy (CBUY), IQE (IQE), Angle (AGL) and ,of course, Quenron (QPP) also exposed. For the latter, at least, this is probably not their greatest concern. The sad truth is that none of the six have said enough and ALL need to clarify the clarification statements. Until they do all six firms are uninvestable. This and specific crmes are examined in this podcast special.

Optimal Payments, Canaccord and the LSE this will not do – lets discuss the market abuse

Published 1708 days ago

Yesterday I wondered aloud whether Optimal Payments (OPAY) was going to be the sixth company in the EFH scandal. I was right on the money. The shares fell pretty much through the day, dropping 22% at the close – yet there was no news. All day long. Then after the market had closed, at twenty-one minutes past five GMT on Friday evening  (no-one is watching o’clock, local time) out came this statement:

IQE plc – some additional detail on transaction with Equities First provided, but significant questions still to be answered

Published 1709 days ago

Having on Wednesday written on the recent dealings of IQE plc (IQE) directors with Equities First Holding LLC and on the same day contacted both the company and its Nomad, Canaccord Genuity, emphasising that further information should be provided and pointing to the questions my article raised, I have had no direct response from either, but note a 12:53pm Thursday announcement “to provide… further information”. The following reviews.

Optimal payments- is this the sixth company in the Equities First Scandal?

Published 1709 days ago

With a very big hat tip to ‘ROB’ who posted a comment on my article “Equities First and a cancer at the heart of the AIM Cesspit” I bring you Optimal Payments (OPAY) which is, according to ADVFN, a £668 million enterprise trading on the AIM Cesspit. I have to say that I have not the slightest clue what this company does, but that is not the point.

Table of changes in net short positions - week to 11/11/2014

Published 1709 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (red if short increased, green if reduced)...

IGAS, Cloudbuy, Quindell, Angle, IQE & Equity First - a Letter to the FCA

Published 1710 days ago

Infamous bear raider Lucian Miers has today written to the FCA regarding the Equity First Holding LLC scandal that iis tearing the heart out of the AIM Casino. Explianing clearly why market abuse has taken place he demands that heads roll. The letter follows:

Tom Winnifrith BearCast Special - The Equities First scandal - jail time & disgrace

Published 1710 days ago

In this BearCast Special I explain exactly how Equities First Holdings LLC operates. When it sells the shares AIM directors transfer to it and why that means that ALL of the AIM directors involved have broken the law. That is Quindell (QPP), IGAS (IGAS), Cloudbuy (CBUY), IQE (IQE) and Angle (AGL). There then follows the misleading statements. But then I turn to the negligence of Nomads, Cenkos, Canaccord and Hanson Westhouse and why that should be career ending for some. And the to why Equities First and its employees should be struck off by the FCA.  This scandal is enormous and for many involved professional disgrace is the least of their worries.

IQE plc – Equities First additional disclosures needed now

Published 1711 days ago

Earlier today on this website, Tom Winnifrith noted the additional disclosure provided by cloudBuy plc on its Chairman’s “security for a loan facility”, the description of which has now changed to a “sale and repurchase agreement which Mr Duncan entered into with Equities First Holdings LLC”. Like Nigel Somerville with cloudBuy, I hold shares in IQE plc (IQE) and am arguably doing myself few favours writing this, but given IQE directors also announced recent dealings with Equities First, they too now need to step up to the disclosure plate…

Equities First and a cancer at the heart of the AIM Cesspit

Published 1713 days ago

Hard questions are being asked about a series of loan arrangements to company directors whereby they hand over shares they own in their own companies as security for loans. In three cases the lender has been announced to be Equities First Limited LLC. In another two the lender is not named so we will just have to wait to find that out.

Cloudbuy and Angle Directors Loans – a Plague on their shareholders houses?

Published 1713 days ago

Following my articles on Friday and Saturday about Cloudbuy (CBUY) I kept on wondering if I was being a bit harsh. As a long-time supporter of Cloudbuy, and a shareholder – I wasn’t really doing myself any favours making bearish comments! But reading Tom Winnifrith’s pieces on Quindell Chairman Rob Terry’s dealings with Equities First rang a bell. I had to take a look…

IQE, IGas caught up in the Equity First/Quenron scandal – best to stand aside for now

Published 1715 days ago

By next week it is more than likely that Quindell (QPP) shares will be suspended as the Equities First Scandal reaches boiling point as I explain again in today’s BearCast. That begs questions about IQE and IGas.

Quindell – was this the most misleading announcement ever?

Published 1716 days ago

On 5th November 2014 Quindell (QPP) announced that three directors had purchased £2 million worth of shares in the market. At the same time it was announced that the three directors had entered into a loan facility ‘that may result in the transfer of up to [all their] Quindell Shares’. So far – up to the last two words of the second sentence – we may accept every word of the text of the announcement as based on fact. But from then on, starting from the last two words of the second sentence, ‘as security’, every sentence and almost every word of the announcement (including the table) is a lie.

Table of changes in net short positions - week to 03/11/2014

Published 1717 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (green if short reduced, red if increased)...

Table of changes in net short positions - week to 28/10/2014

Published 1723 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (green if short reduced, red if increased)...

Short Positions - you may want to check if you are up against these...

Published 1729 days ago

In a previous table highlighting those investment firms that had disclosed short positions in two or more of the stocks that have been covered bearishly on this website, we noted that investors may want to double check if they are on the other side of other trades of these seemingly shrewd investors. The following table offers a further indication why...

Short positions table - to 16/10/2014

Published 1736 days ago

Following some positive feedback on the previous short positions table published on this website, the following shows shorts with a ‘position date’ in the current month which have been disclosed, as required, to the FCA. Investors holding these shares may thus want to check the current fundamentals. Companies in bold feature in the table more than once.

Short positions table to check as markets continue to fall

Published 1743 days ago

The FCA publishes a spreadsheet of short positions required to be disclosed to it and the following details those investment firms that as of 9th October had disclosed short positions in two or more of the stocks that have been covered bearishly on this website (with the % net short position of the 'position holder' and position date linked to our latest article on the company). The table also includes the other net short positions the 'position holder' discloses and investors may want to double check if they are on the other side of the trade to these seemingly shrewd investors (see the share price performances of the linked companies). Companies in bold feature in the table more than once.

IQE Results, a bad share tip so far but now a good recovery play

Published 1766 days ago

Leading global supplier of advanced wafer products and services to the semiconductor industry, IQE (IQE) has announced results for a first half of the 2014 calendar year impacted by “a significant inventory correction in the wireless industry and the translational effect of a strengthening of the sterling exchange rate against the US Dollar”, though adding that “destocking was concluded during Q2 and customers are forecasting an upbeat second half”

IQE - Outstanding Recovery Buy

Published 1822 days ago

IQE (IQE) has announced in a trading statement that revenue was lower but that “a combination of efficiency gains, economies of scale, and sales mix has improved profitability “in the first half of 2014 and that it “is confident that the group remains on track to achieve its expectations for the full year”.  On that basis the shares, at 20.75p offered, the shares are a buy.

IQE at 21.75p: shares at an unwarranted 20% discount to peers claims Edison

Published 1936 days ago

Pride of the sheep shaggers IQE (IQE) published annual results on Friday which (together with the fees it banks for publishing such notes) has triggered researcher for hire Edison to publish a bullish note.

Buy IQE on the back of results

Published 1937 days ago

IQE (IQE) has announced results for the 2013 calendar year, noting that its establishment of strong supply routes to all of the major chip companies has helped it deliver continued growth despite some significant downstream inventory corrections and that, for 2014, it “remains confident of achieving full year earnings expectations and strong cash flow”

Sold Some Shares? – Well, Don't Look Back ref. Lloyds and IQE

Published 1948 days ago

Hello share fans: As soon as I sold some Lloyds Group (LLOY) and some IQE (IQE), Sod's Law kicked in. Both of these pesky stocks rose. Only slightly, but as I sold quite a few shares, it was significant loss.

IQE – Moving into a Diversification Phase – that’s good says Edison

Published 1957 days ago

Paid for researcher Edison reckons that diversifying revenue is good for Welsh chip maker IQE (IQE) and has published a bullish report today on that basis with the shares at 20.5p.

IQE plc – a tip of the year update

Published 1975 days ago

Unlike my two other suggestions for tips of the year, shares in the Welsh-based manufacturer and supplier of semiconductor wafers IQE PLC (IQE) currently trade at a disappointing level compared to when I first tipped it it. At a present 20.75p, have I got it wrong?

The Closet Chartist’s SIX AIM Stocks of the week: 5 & 6, Greenko & Globo

Published 2005 days ago

As a bonus feature the Closet Chartist has served up his six most exciting AIM TA situations of the week. His third pairing are Greenko (GKO) and Globo (GBO). 

The Closet Chartist’s SIX AIM Stocks of the week: 3 & 4, Nanoco and GW Pharma

Published 2005 days ago

As a bonus feature the Closet Chartist has served up his six most exciting AIM TA situations of the week. His second duo are Nanoco (NANO) and GW Pharma (GWP).

The Closet Chartist’s SIX AIM Stocks of the week: 1 & 2, IQE and Staffline

Published 2005 days ago

As a bonus feature the Closet Chartist has served up his six most exciting AIM TA situations of the week. He starts with IQE (IQE) and Staffline Recruitment (STAF). 

Edison cuts IQE Forecasts but insists shares still cheap at 23.75p

Published 2020 days ago

Paid for researcher Edison has cut back its forecasts for Welsh chip producer IQE (IQE) to reflect “near term headwinds” – that is to say soggy Q4 sales. But it insists that at 23.75p the shares are still cheap.

30 tips of the year from 10 top writers - The First XV a Reminder

Published 2021 days ago

For 2014 the team at Onefreesharetip.com & Shareprophets served up 30 tips of the year from 10 different authors. We offer below this recap of the first XV to be published. Starting with the six small cap winners selected:

Stanley Gibbons: Buy - 2 Year Trend Channel Towards 400p

Published 2033 days ago

 

The cloak of anonymity provided to the Closet Chartist means that within reason one can take pot shots at the hubris of those in the financial markets and beyond. For instance, did anyone really get Gold and mining stocks right since the bubble burst at the end of 2011?

Steve Moore’s tips of the year Number 1: Buy IQE at 23.5p.

Published 2033 days ago

2013 has been a roller coaster ride for Wales based IQE (IQE), the manufacturer and supplier of semiconductor wafers and advanced optoelectronic and photonic components. 2014 will, I believe be far smoother and more rewarding for investors. At 23.5p this is my first tip of the year.

IQE: Edison cuts forecasts but says shares cheap after interims



Published 2104 days ago

Commissioned researcher has reduced its forecasts for chip producer IQE (IQE) after the interim results but still argues that the shares are undervalued. 

The Hunt for an All-Blue October.

Published 2118 days ago

Hello Share Chums: Traditionally, October is a good month for stocks and shares. The big traders have long since finished with their summer hols with their families. They have also had time to work out which shares are likely to soar and which aren't.

IQE a buy at 31p – Edison

Published 2152 days ago

Commissioned researcher Edison has published a bullish and detailed note on IQE (IQE) this morning with the stock at 31p.

Buy IQE

Published 2157 days ago

Shares in leading global supplier of advanced semiconductor wafers IQE plc (IQE) were marked 4% higher yesterday to 29.75p-30.25p, on the back of an announcement that Solar Junction Corp has, on IQE high-volume, production-qualified wafers, set a new world record of 44.1% cell efficiency (certified by the National Renewable Energy Laboratory) for production scale concentrated photovoltaic wafer technology. This is just the start.

IQE – Uplift from Solar Junction News

Published 2171 days ago

News from the land where no-one shags sheep: Manufacturer and leading global supplier of advanced semiconductor wafers, IQE (IQE) has announced that its material has been qualified for high-volume manufacturing by strategic partner, Solar Junction.

IQE Trading update - as cheap as chips?

Published 2186 days ago

Shares in semiconductor wafer manufacturer and supplier IQE plc (IQE) have offered a volatile ride since I tipped them on my Nifty Fifty website at a 28.5p offer price in December – hitting 36.5p in January and February before falling back, particularly following some (what look misguided) competition concerns to commence the current month at just 18p. However, they have since recovered strongly and have nudged further higher today to 26.75p-27.25p on the back of a bullish update. They are still cheap.

Sell IQE (IQE): Not Looking So Clever

Published 2267 days ago

There comes a time for every stock or market when you have to throw in the towel as far as the direction you may have been backing.

IQE: Placing, Trading Statement and Aquisition all look very good

Published 2380 days ago

On January 10th IQE (IQE), the Wales based supplier of advanced semiconductor wafer products and services IQE announced a $75 million ($60 million on completion and $15 million payable on the third anniversary of completion) acquisition, a £16.5 million placing of new shares with institutional investors at 29p each and a 2012 trading statement.  Having tipped the stock at a 28.75p on this very website on November 19th -I am feeling rather smug 

IQE – a safe tech wonder stock?

Published 2433 days ago

I recommended shares in AIM-listed IQE plc (IQE) at 24.75p in February of this year on t1ps.com – the site I founded in 2000 and left in September of this year. Shares in this leading global supplier of advanced wafer products and services to the semiconductor industry (which uses them to make the chips which form the key components of high-technology systems) now trade at 28.75p – so we are already a bit ahead here but could this be a red hot penny share? In the following I take a look at the outlook for the company from here…




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