Keyword results: Italy

PREMIUM CONTENT

DS Smith – full-year results, ‘building on the momentum’

Packaging company DS Smith (SMDS) has announced results for its year ended 30th April 2022, with it emphasising “a strong improvement in profitability and high cash generation… The new financial year has started well, building on the momentum”. This sounds good.

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PREMIUM CONTENT

Doing deals before Christmas: Flutter Entertainment (or what you and I remember as ‘Paddy Power’)

It is nearly Christmas, thank goodness. But despite it being the day before Christmas Eve there are still a few things going on, even beyond firmer markets thanks to the German health minister this morning observing that a ‘lockdown isn’t ruled out, but it’s not needed right now’. No wonder markets across Europe are up a bit today. One story that surprised me this morning was the news that Flutter Entertainment (FLTR) – the business most of us remember as Paddy Power – ‘is pleased to announce the acquisition of Sisal, Italy’s leading online gaming operator, from CVC Capital Partners Fund VI for a consideration of €1.913bn/£1.62bn’.

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UOG
UOG
PREMIUM CONTENT

With oil and gas prices booming, United Oil shares are trading too cheaply despite its issues - buy

Sometimes I look at a company and think its shares are just too cheap at the current market cap and is pretty much being priced to fail, yet in some cases there certainly doesn’t appear to be anything fundamentally wrong that suggests that to be the situation.

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ENT
ENT
PREMIUM CONTENT

Will Entain be that worried if England or Italy win on Sunday?

It is nice to see Entain (ENT) shares pushing up to a new all-time high today. It took a bit of time for my Christmas 2019 tip to work out and – helped by doubling up my exposure a few months later – an investment in the company originally known as the ‘international sports betting and gambling company GVC’ has worked out really well.

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PREMIUM CONTENT

The fraud Supply@ME Capital – good news arrives early, bad news is oft delayed: results postponed

Oh dear, oh dear. Excuses are like arseholes. We all have them but nobody cares. And natch the fraud Supply@ME Capital (SYME) has excuses as to why calendar 2020 accounts have been delayed but they do not stack up.

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BT
BT

Italian Deal Shows Just How Big BT Really Is. And How It's Well Placed to Cash in on the Pandemic's Communications Legacy

Hello, Share Clangers. It’s been a few weeks since I last commended BT Group (BT.A) to your further scrutiny. Since then, the shares have risen by a third. But I don’t think the upward action is over yet. Latest news reminds us that BT, whose presence dominates Blighty’s busy phone world, is also a big global player.

ZEN
ZEN
PREMIUM CONTENT

Zenith Energy funding deal looks very ‘spoofy’ - avoid

I’ve always gone on the basis that if something doesn’t feel quite right when it comes to non-binding deals being announced, then at the very least it is worth questioning the likelihood of completion. Of course, that isn’t always the case and some non-binding letters of intent, or memorandums of understanding, do in fact proceed as outlined, but my first thoughts when I saw today’s news from Zenith Energy (ZEN) was that it looked very ‘spoofy’...

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BT
BT
PREMIUM CONTENT

The road has been very rocky for BT Group but I can see potential both in the shorter and long term

BT Group (BT.A) has seen its share price drop quickly over the past few months, and following the publication of its quarterly results yesterday and news on Huawei it is trading at close to its lowest share price in recent years.

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RKH
RKH
PREMIUM CONTENT

Things could start to get interesting again for Falkland Islands oil - buy Rockhopper for the longer-term

Rockhopper Exploration (RKH) was one of the most popular shares on the AIM market at one time, but in recent years it has fallen totally out of favour and its share price has plummeted. It is nearly a decade since this oil explorer first announced a big discovery at its Sea Lion prospect in the North Falkland basin and its share price rocketed, hitting highs of in excess of 550p per share and a market cap in the hundreds of millions...

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CAB
CAB
PREMIUM CONTENT

Cabot Energy has been thrown a temporary lifeline - but I still wouldn't touch the shares

Cabot Energy (CAB) suddenly seems to have become very popular for such a small AIM oil company, and given the recent news on a forthcoming discounted fundraise, I’m surprised that people are paying a huge premium to that.

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Dead-Donkey

BREAKING EXCLUSIVE: New 1 billion Euro short dossier from Gabriel Grego - Italy AIM listed Bio-On

The man who exposed Globo (GBO) and Folli Follie as outright frauds is back with a devestating new dossier on 1 billion Euro capitalised Bio-On which is listed on Italy's AIM market. This looks like a slam dunk zero to me. The dossier from Gabriel and Quintessential Asset Management is below.. as ever we are first with the news....  

PREMIUM CONTENT

Prospex announces a maiden profit, but how much cash was actually generated? Red Flag Alert!

When is a net profit not really a profit? When it is being announced by Prospex Oil and Gas (PXOG) would appear to be one answer to that question!

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PREMIUM CONTENT

Why Coro Energy was my Dragon's Den pick

Coro Energy (CORO) was my pick this year during the Dragon’s Den session I was involved in at the UK Investor Show, and I also hold a small position here myself from around the current share price. Like many smaller companies in the oil and gas sector, it is an investment that I class as being speculative, hence not risking huge amounts of money in it at this stage – but there is also a lot of potential upside...

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RKH
RKH
PREMIUM CONTENT

Rockhopper Exploration is a long term buy at the current price

Rockhopper Exploration (RKH) was one of the darlings of AIM back in 2010/11 and was a big hit with investors when it first discovered and appraised the Sealion field in the Falklands, but since then interest has waned.

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Timebomb

Italy is a bigger and more immediate problem for Europe than Brexit

The EU has had a lot of trouble on its hands, as its members, such as Poland and Hungary, are openly challenging the established order. This time it’s a very serious situation, because Brussels is facing defiance from Italy, the 3rd largest national economy in the eurozone and the 8th largest global economy in terms of nominal GDP. It has a population of over 60 million. It is also a Europhile country and the bloc’s founding member...

VOD
VOD

Buy the current Vodafone weakness for long term gains and a healthy dividend yield

Vodafone (VOD) has had a very weak year so far and the share price has been dropping steadily, but I believe that it can still turn things around longer term.

PREMIUM CONTENT

Optibiotix – Big Italian deal but Nomad needs shooting – shares are a strong buy

Optibiotix (OPTI) has announced what is its 14th (or is it 15th) big commercial partnership. But how big? Thanks to a Nomad who needs shooting it has taken us 36 hours to find out. So here goes.

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Bear

The most successful investor in modern history is selling and he is already 40% in cash.

The pain of the 2008 crash will seem like a mere flesh wound compared to the devastation the next deflationary wave will wreak...

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Julian Richer you are whistling on Phil Green and tax & will Italy bring down the Euro? It should!

I start with the myth which Julian Richer is trying to perpetuate that you can somehow stop large scale, 100% legal, tax avoidance by folks like Sir Phil Green or indeed the legal stuff we all engage in by using dividends in private companies, etc. Then I ask if Italy might break the Euro or even the EU who are behaving - again - with shocking contempt for the little people. It should. Will it?  Finally...98% of bearcast listeners  have NOT yet sponsored myself and Brokerman Dan for our 30 mile Woodlarks walk. If you enjoy bearcast I am sure you can spare a tenner so donate HERE  - to those who have donated I say thank you.

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CGP
CGP

Cogenpower is being pumped hard and i see little or no value

Forgive me for being cynical, but when a load of private investors who are known for taking part in placings suddenly start raving about how great a tiny AIM company is, then flipping the recent equity raise immediately springs to mind!

BT
BT

BT Group could still prove to be a great recovery play

Even large, FTSE-100 shares can go through periods where seemingly every piece of news brings about a decline in the share price, and the company seems to be hit by one negative revelation after another. But as long as there isn’t anything wrong with the underlying business, then often these are just temporary blips and can offer the sort of recovery opportunities, and potential returns, that you don’t see often with outfits of this size.

Saffron Energy: The ramp is on already – it’s all in the name

I’ve been on holiday for a week in Italy (funnily enough) and am just catching up on a few interesting pieces of news and thought I would comment on the Saffron Energy (SRON) deal with Sound Energy (SOU) that was announced last week. Makes a lot of sense in many ways but I am disappointed by the scale of the James Parsons-led ramp that has started already supported in all the usual places.

SOU
SOU

My view on Sound Energy's market valuation remain unchanged

I’ve been bearish on the valuation of Sound Energy (SOU) for a while now, and nothing in the updates this week on Tendrara or its final results have changed that opinion. Don’t get me wrong, I can certainly see potential in this company, and it has done well to turn things around and get to where it is currently, but I still think that it is crazy that it is trading at a market cap of well over £500 million at this point in time.

BT
BT

BT accounting problems present a buying opportunity

Whenever you get a big drop in the share price of FTSE350 companies it can represent a buying opportunity, depending of course on what caused the drop in the first place.

Bearcast

Tom Winnifrith Bearcast: 550kg of olives harvested in one day, I'm cream crackered

I am utterly wiped out after day one of what looks like being a cracking harvest. A full photo report is HERE. In the podcast I discuss votes tomorrow in Austria and Italy and what they mean and why we bears are feeling good about the lack of a Santa Rally. Trump was Santa this year and that rally is over. I explain why I disagree with Malcolm Stacey's article today. I then look at a number of AIM stocks set to slide and why, as I refer to Steve's piece earlier. In focus: Avanti Communications (AVN), Advanced Oncotherapy (AVO), Telit (TCM), Boohoo (BOO), Tungsten (TUNG), Fastjet (FJET), Cloudtag (CTAG), African Potash (AFPO) and I have a few words about Worthington (WRN)

EU_flag

The new era of status quo rejection is just getting underway, itExit anyone?

In the US the Left has a lot of soul searching to do, as does the Right. Trump wasn’t the Republican’s preferred choice and they fought him tooth and nail all the way. In terms of the traditional Left vs Right rivalry, both sides lost this election.

RKH
RKH

Rockhopper still has potential but you will need patience

Oil still has a long way to go before it is at a healthy level for many oil companies, but the recent rise back above $50 a barrel certainly seems to be creating some interest in the sector, at least for the time being.

EU_flag

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

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?

VIP
VIP

Vipera – if at first they aren’t as receptive as you’d hoped, announce the news again! ...

After an announcement last week claiming an “exciting development” in the French market helped shares in the company higher to 5.25p, we’ve this week had another announcement from Vipera (VIP); “Broadened Customer Engagement Solutions Offering”. Hmmm…

SOU
SOU

Sound Energy looks terrible value at this price

Sound Energy (SOU) has been one of the best performing small oil companies this year in terms of its share price, but when you take a closer look it is hard to see how it justifies anywhere remotely close to its current valuation.

Roulette

SEC - Italian PR comes to AIM

This morning sees one of the more curious notices of intention to float on AIM. SEC SpA, “the largest independent advocacy, public relations and integrated communications agency in the Italian market”, is seeking to raise €4-6 million.

NOP
NOP

Northern Petroleum insists it wont run out of cash - I disagree

Northern Petroleum (NOP) has today announced it has completed its Rainbow deal in Canada and hapless CEO little Keith Bush has insisted that cash is not an issue. The, heavily spun, statement skips critical details and the fact is that Northern will be out of cash a lot sooner than most folks think. This looks terminal.

Euro

Shareprophets Probes the Italian Economy - Part Three.

O.K. Italy got into deep trouble in the bloody aftermath of the big credit crunch. It was among the top three countries affected worst. At that difficult time, Silvio Berlusconi was in charge and he said there was nothing to worry about the economy, when there clearly was. What can you do with a bury-your-head-in-the-sand leader like that?

Euro

Mama Mia, Those Zippy Italians Can Show Other Struggling Euro Countries a Thing or Two.

Buon Giorno Share People. I spent last week testing the Italian power of recovery to revitalise the Eurozone and so invigorate the UK economy, particularly, as always, the value of our shares.

Malcolm

Italy, a Lonely Cat, a Sealed Box and My Wonderful Bag of Shares.

Hello Share Fellows.  You may have noticed that I’ve not been posting my usual observations for a week now. That is not because I’m in dark despair. But I’ve been in Italy investigating the financial situation there.

Greek Tear

Greece and the Bigger European Hole Means We should Choose Shares in A Wider Market.

Hello Share Plungers. We’re told by the International Monetary Fund that Greece will never be able to pay back its big debt and that creditors should be willing to take a haircut. Sense at last, but with the Germans in a bloody frame of mind towards the Greeks, that short back and sides will not be forthcoming.

Footy

Euro Qualifiers start; back to my system and a fantastic treble.

It’s early September and the international qualification campaigns begin again in earnest today. After a very profitable World Cup (despite Brazil’s collapse and my terrible picks in the knockout phases), I am back to my favourite international league format. The system I use, as I showed in the group phase in Brazil, works best when the variance is smoothed. The principle is simple. Over the course of a run of competitive games all the quirks of 90-minute games of footy average themselves out and the true quality of teams shines through. The scoring system I use is better than the FIFA Ranking system, because it better captures the relative strengths of opponents.  Over the next few days, I will follow the same format as I did over the first fortnight of the World Cup, but this time I will also throw in at least one accumulator. And boy is it a fantastic bet.

Euro

Be Like Fred Astaire – and Do the Continental

Hello Share Curdlers: If you have been avoiding shares in other European countries you have made a big mistake. A lot of Continental companies are doing rather well. How do I know? Well, take a look at how some of the big funds which invest in only European shares have been doing for their clients.

NOP
NOP

Prostitute Researcher Edison talks bollocks as Northern Petroleum plans a bailout cash call

Northern Petroleum (NOP) is running out of money. A cash call is inevitable and it will happen before Christmas.  Hence prostitute researcher Edison has “reinitiated coverage”. That means Northern has paid it a cheque to write bullshit so that private investors are suckered into buying the stock before institutions buy in at a whopping discount. The Edison note says it all. It is a classic.

World-Cup

World Cup Challenge – Betting round 3: England ..Oh Dear (Updated!)

What a World Cup this is turning into and we’re only into the third day. Yesterday’s entertainment was brilliant and if this pace keeps up the tournament could be a classic. So far, all three of my bets have come in. I’d love to be able to claim deep footballing insight, but the truth is these selections have been easy; profitable, but easy. Today the matches are much tougher to call, but I will continue to rely on the scoring system I use to guide me.

Footy

The Saturday Punt – a miserable World Cup for England

At last it’s here! Next Thursday, the World cup begins, as Brazil take on Croatia. I cannot wait for this tournament and expect it to be a classic. There is so much pessimism surrounding this year’s competition (the strikes, the extremely poor preparations, corruption etc.) that expectations are extremely low. The contrast between this and the pre-tournament excitement before Africa 2010 is immense. Consider then what a dire World Cup that one proved to be. Even a moderately good set of games this time around will surpass expectations. Unfortunately for England I don’t rate our chances at all.

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