Keyword results: Steve Moore

CEY
CEY
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Centamin – Q4 update, further recovery ahead

Centamin (CEY) has announced “the final quarter delivered what was a highly successful 2021” and that it is now looking forward to delivering on a clear roadmap to growing and unlocking further value from the Sukari gold mine in Egypt and its exploration portfolio. The shares have responded up to 93.425p and look to have much further to go.

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OptiBiotix Health and SkinBioTherapeutics – further progress & triggers for dramatic 2022 re-rate

OptiBiotix Health (OPTI) was one of our tips of the year, with we anticipating financial progress as its deals for its compounds expand and further deals kick-in. It has now announced that a further human volunteer study on its cholesterol-reducing probiotic LPLDL - on a different population group of hypercholesterolemic adults – has shown “at six weeks, when volunteers taking placebo were compared to those taking LPLDL, there were statistically significant changes to clinically important cardiovascular risk”, including “34.2% reduction in total cholesterol (p=0.001)”.

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AAZ
AAZ

Anglo Asian Mining – Q4 and full-year update, further potential: BUY

Anglo Asian Mining (AAZ) has published a fourth quarter update, including noting an underway technical study to determine the commercial viability of adding to its production from an existing underground mine, Vejnaly, in the second half of this year.

THG
THG
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The Hut Group (THG plc) – not an invitation to short but an obligation to

Shares in The Hut Group, THG plc (THG), listed at 500p in September 2020, then zoomed to 800p but now trade below 200p. Even so this business is still valued by the market at £2.2 billion.

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Price-Vs-Value
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DEADLINE 6:59am Tues 4th Jan: ShareProphets readers tips for 2022 prize competition - ENTER HERE

As who will win the 2021 ShareProphets readers tips competition falls – the result to be revealed on this website later this week, the 2022 competition is now launched. The prize is 1/2 litre of Tom Winnifrith’s Greek Hovel olive oil (2022 harvest). To enter, just put in the Comments to this article - on a once per username basis - one buy & one sell pick from the LSE, Aquis lobster pot or AIM casino (with the stocks not suspended at the commencement of 2022). Entry closes & prices – buys offer price (and performance measured to bid price) and sells vice-versa – are from before the RNSs start at 7am on Tuesday 4th January 2022. Steve Moore will again update monthly on how the competition is progressing. Good luck all…

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Father Christmas
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The ShareProphets 24 tips of the year for 2022 – No 19 is a BUY from Steve Moore

Between Boxing Day and January 3 all of our writers will be serving up their share tips of the year for 2022 – and now a new occassional contributor has stepped up to the plate so that will be 24 tips. Nineteenth in our series is a BUY from Steve Moore, Over to a very hungover young Steve…

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Father Christmas
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The ShareProphets 24 tips of the year for 2022 – No 16 is a BUY from Steve Moore

Between Boxing Day and January 3 all of our writers will be serving up their share tips of the year for 2022 – and now a new occassional contributor has stepped up to the plate so that will be 24 tips.  Sixteenth in our series is a BUY from Steve Moore. Over to young Steve…

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AEX Gold – Valley Block early signs “very encouraging”, Buy

AEX Gold (AEXG) has announced that  it “is pleased to provide shareholders with an end of year update”, with it noting a revised mine plan will be driven by drilling results in the Valley Block where the early signs are “very encouraging”.

BPM
BPM
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B.P. Marsh & Partners – investee company disposal further demonstrates model, a winning share tip still cheap

Specialist investor in early stage financial services businesses B.P. Marsh & Partners (BPM) has announced it has sold its stake in UK Courier and Taxi fleet motor insurance specialising business Walsingham (WMIL), emphasising the transaction is another example of it being able to identify niche opportunities to back successful management teams and to successfully realise value for shareholders.

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Bear
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In this market the cash-strapped who signal a placing are still a short

This is a market where being short can be exceedingly painful. As Gabriel Grego found out the other day, even what appear to be slam dunk frauds can roof it. This is what happens at the fag end of a bull market. But in the UK, I sense that there is now real ennui among investors, both institutional and the spivs at the bucket shops, when it comes to placings.

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OptiBiotix Health – further partner agreements positives...

OptiBiotix Health (OPTI) has followed a sales agreement with Apollo Hospitals Enterprises for its GoFigure weight management product range in India with an agreement for GoFigure and SlimBiome Medical in Saudi Arabia (KSA). Is this further encouraging progress or just more flannel?

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Aferian – positive full-year update, Buy

Video streaming technology company Aferian (AFRN) has announced year ended 30th November 2021 performance “ahead of the prior year, and in line with board expectations” and confidence looking ahead including increased exit run rate annual recurring revenue of approximately $15 million and further visibility as customers place orders up to 60 weeks in advance in response to extended lead times in the supply chain.

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JSE
JSE
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Jadestone Energy – operational update, positive growth outlook

Jadestone Energy (JSE) has announced that 2021 average annual production is expected to be around the midpoint of the 11,500-13,500 boe/d guidance range and that it “now expect to reap the benefits of higher production and attractive pricing, given ongoing oil price strength, our unhedged position and recent improvements in the Tapis differential”.

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Kicking another man who is down, Cineworld - sell with sub 10p target

I trust that numerous warnings from myself and Lucian have allowed you to make good money from shorting Cineworld (CINE) all the way down. The shares have collapsed this week on news that it has lost a Canadian court case and is on the hook for C$1.23 billion but that merely accelerates the end game here. Do not even think of closing your short at 31p.  My target is buttons. Post an inevitable debt for equity swap and bailout placing this is a penny share.

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EZJ
EZJ
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easyJet – a Recovery Buy?

An already widespread virus mutating to what is being seen clinically as “extremely mild cases”. Not bad news then… except in Airstrip One – and a resultant very negative stock market reaction. However government response madness is gradually being revealed and travel and leisure should resultantly gradually recover, though some share prices here remain depressed. Opportunity?…

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DS Smith – positive interims and outlook confidence, Buy

Packaging company DS Smith (SMDS) has announced results for its half-year ended 31st October 2021 and that it has “confidence to deliver a significant improvement in profitability during the second half of this year” following an increased pre-tax profit to £175 million in the first half.

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Essentra – strategy and CFO update, formally adds to corporate excitement potential

Previously writing on Essentra (ESNT) we noted ‘Q3 update, adds corporate excitement potential’ with the company “reviewing the full range of strategic options for the Filters business” with it aiming to become a pure play Components business over time, targeting strategic focus and an acceleration of organic and inorganic growth. Now a further “Strategic Update” and a “Directorate Change”.

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US-Flag-Blonde
PREMIUM CONTENT

Has the time for sanity in the US markets arrived?

Although the S&P 500 index is still around all time highs, there have been some savage declines of late in certain names and 275 stocks are lower now than they were six months ago. This suggests to me that the health of the US markets is much more fragile and precarious than the level of the three main indices implies.

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VP
VP
PREMIUM CONTENT

Vp – interims, “strong and continuing recovery”. Buy

Equipment rental company Vp plc (VP.) has announced results for its half-year ended 30th September 2021 emphasising “a strong and continuing recovery in all of our businesses”. This sounds encouraging.

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Another great chance to 'kick a man when he is down' – Tern

Evil Knievil: “the best time to kick a man is when he is down.” The great bear raider is correct, especially in these crazy times when so many frauds or near bankrupts seem able to defy gravity as the believers still belief and continue to BOTFD, so providing share price support. But in some cases even the believers are starting to smell the coffee.

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SkinBioTherapeutics – full-year results, still a “transformational” progress Buy?

SkinBioTherapeutics (SBTX) has announced results for its year ended 30th June 2021 emphasising “transformational” progress. So what is this?

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Macfarlane – trading ahead of expectations, Buy

Packaging group Macfarlane (MACF) has published a trading update including news that it “now expects the group will exceed its previous expectations for the full year”. Sounds good!

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OptiBiotix Health – launch of sports nutrition products to add £1m a year to sales, Buy

OptiBiotix Health (OPTI) has announced the launch of a new sports nutrition product range, LeanBiome, with a supply & licensing agreement with “a leading global player in beauty & nutrition”. What of a current share price response up to 42.5p?

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AEX Gold – Q3 update, Nalunaq and exploration upside potential: too much yakking but we still have faith

AEX Gold (AEXG) has announced third quarter results and an update including that a Nalunaq project engineering study is on track to be completed by the end of the year and that it is extremely excited by the wider exploration potential of its assets and looks forward to also being able to demonstrate the potential value of its non-gold, strategic mineral assets in due course.

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Atalaya Mining – Q3 “another strong quarter”, but what of a now more than 400p share price?

Atalaya Mining (ATYM) states it is pleased to announce its quarterly and nine-month results for the period ended 30th September 2021, with it emphasising “another strong quarter… robust operational performance, combined with strong copper prices, has seen our EBITDA for the first nine months of 2021 more than triple from the amount generated during the same period of 2020”. So what of a now more than 400p share price?

IMB
IMB
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Imperial Brands – full-year results emphasise operational improvements, Buy

Imperial Brands (IMB) has announced results for its year ended 30th September 2021, emphasising “operational improvements supporting growth in net revenue, profit and free cash flow”.

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SkinBioTherapeutics – OptiBiotix’s share sale, who does it think it’s kidding?

Having been falling from early this month, shares in SkinBioTherapeutics (SBTX) are currently further lower after it announced “OptiBiotix Health Plc has placed 3,636,363 ordinary shares in SkinBioTherapeutics with new and existing institutional investors at a price of 55 pence per share”. With SkinBioTherapeutics CEO Stuart Ashman though arguing “the company is going from strength to strength” and “it is important to attract new investors who are keen to come on board to support us in the next stage of the company’s development, as a commercial entity”, why the further share price fall?

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Chill Brands – the best time to kick a man is when he is down

‘The best time to kick a man is when he is down’ is a quote from my friend the bear raider Simon Cawkwell, aka Evil Knievil. It is not a reference to individuals who have fallen on bad times for Cawkwell is, sometimes, not that uncharitable, but to shares in companies hitting new lows.

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Bear
PREMIUM CONTENT

The Demise of Activist Short Reports?

Until recently the playbook for activist short sellers was relatively straightforward. You spend a lot of time and money researching your target. You write a punchy report explaining your thesis in a manner designed to persuade even the most mentally challenged fund manager that they are holding a ticking bomb. You release your report at a time of your choosing and in the resulting share price fall you maybe take a bit off the table to cover your costs. If the report is well researched, accurate, and compelling, it is a reasonable and, in my view, perfectly respectable way of making a living which is beneficial to the integrity of the market in an age where regulators and enforcement agencies are greatly enfeebled.

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Essentra – Q3 update, adds corporate excitement potential

Recommended at a 282.5p offer price in August, shares in Essentra (ESNT) are currently up to 289p on the back of a Strategic Update and Q3 2021 Trading”-titled announcement. Good news.

DS Smith – ‘more than offsetting input cost increases’, Buy

Packaging company DS Smith (SMDS) has announced for its half-year it is more than offsetting significant input cost increases, helped by continuing strong structural drivers of growth.

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SkinBioTherapeutics – launch of first commercial product, high margin profit potential from this cracking share tip

SkinBioTherapeutics (SBTX) has announced it has commercially launched its probiotic food supplement to help alleviate the symptoms associated with psoriasis, AxisBiotix-Ps.

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EUA
EUA
PREMIUM CONTENT

Jam Tomorrow from the Brit, the Yank and the Irishman

I am all for patience when it comes to investing, but the forbearance of small retail investors when it comes to continual promises made and broken by small and disreputable companies never ceases to amaze. Amazon and Apple are two examples, often cited by dreamers, of plucky minnows which struggled for years before exploding into being behemoths. If they can do it, the thinking seems to be, why not anyone? Give them more time and money.

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SLP
SLP

Sylvania Platinum – Q1 update, positive in a challenging environment: BUY

Platinum group metals recovery company in South Africa, Sylvania Platinum (SLP) has announced results for the first quarter of its year, including “net profit of $8.6 million… Cash balance of $132.7 million”. Good news?

HAT
HAT
PREMIUM CONTENT

A detailed note on why H&T is a BUY

The latest results from pawnbroker H&T Group (HAT) noted Covid-19 related trading restrictions and reduced high street footfall impact but they still showed profitable resilience and noted growing confidence. We can understand why, given the strains raging inflation will put on household budgets, and predict a return to the 380p+ share price levels of early 2020. At a current 283p offer price  (279p when we tipped it two weeks ago) and up to 290p, this is a recovery BUY.

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BPM
BPM
PREMIUM CONTENT

B.P. Marsh and Partners – interims, a good share tip continuing to deliver

Early stage financial services businesses investment company, B.P. Marsh & Partners (BPM) has announced results for its half-year ended 31st July 2021 and that it “continue to believe in our strategy of investing in people with ambition, and a track record of delivering within their sectors, and this again has been borne out by these results”.

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GPM
GPM
PREMIUM CONTENT

Golden Prospect Precious Metals – half-year disappointment, but upside potential from this still well in the money tip

Predominantly precious metals companies investor, Golden Prospect Precious Metals (GPM) has announced results for the first half of 2021, with experienced Chairman Malcolm Burne noting “governments acknowledge gold’s safe-haven protection even if the fickle investment community does not” currently.

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Atalaya Mining – Q3 performance sees increased production guidance, share price upside to come

Atalaya Mining (ATYM) has published a third quarter update including that it is now increasing its production guidance for the year. This sounds like good news.

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Headlam – Chief Executive “stepped down”. Bad news or time for a change?

Floorcoverings distributor Headlam (HEAD) has announced that Steve Wilson has “stepped down” as Chief Executive and from the company having “been instrumental in the company’s success throughout his 30 years with Headlam, the last five years as Chief Executive”. Bad news or time for a change?

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Top-10

Notes from Underground – Most read articles for the week ending 9 October 2021

The top non-Tom article this week is Castings – profit warning… but only for the near-term?… by Steve Moore at number eight or number 14 if you include the Bearcasts.

IMB
IMB
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Imperial Brands – full-year trading statement, Income Buy

Imperial Brands (IMB) is “pleased to report the business continues to perform well… on track to deliver our full-year results in line with expectations”. That suggests upside potential from a below 1500p share price.

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OptiBiotix Health – shares nudge ahead on interims, much more to come

Life sciences compounds developer OptiBiotix Health (OPTI) has announced results for the first of calendar 2021, emphasising “sales of LPLDL and SlimBiome of £1.076m, a 44.5% increase over H1:2020… pleasing given the continued uncertain global economic environment and challenges of the subsequent waves of COVID-19, particularly in countries like India and the USA. The shares have currently responded slightly higher, to 50p.

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James Bond to the Rescue at Cineworld? I Don’t think so.

In the last week shares in Cineworld (CNE) rose 25% from 66p to 83p, adding around £230 million to its market cap. To put that number in perspective it represents more that its entire profit before tax in 2019, the last full year without Covid.

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JSE
JSE

Jadestone Energy – new well onstream further boosts shares, more to come

Following half-year results from Jadestone Energy (JSE) recently, we noted the financial improvement despite challenges and that with the growth potential suggested the 77p share price too harsh an appraisal. There is now a Montara H6 well successfully brought onstream”-titled announcement and the shares are further higher.

SkinBioTherapeutics – announces AxisBiotix-Ps launch date, high margin profit potential moving closer - we are 289% ahead but much more to come

As things stand at 69p, we are 289% ahead on this share tip but there is much more to come. SkinBioTherapeutics (SBTX) has announced its probiotic food supplement to help alleviate the symptoms of psoriasis, AxisBiotix-Ps, is to launch on 29th October, following highly positive results from its consumer study in May and key commercialisation activities since.

EUA
EUA
PREMIUM CONTENT

Now it's time to go to town on Eurasia Mining as a bear

Two or three weeks ago I clambered off the fence and explicitly told you to short Eurasia Mining (EUA) at 28p. The shares are now 23.6p in the middle. So far so good for we bears but the company is still valued by the market, on a fully diluted basis as there are loads of in the money options, at well over £700 million which is insane. A placing announced yesterday is the cue to add to your shorts.

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AAZ
AAZ

Anglo Asian Mining – interims, production guidance maintained. Buy

Miner in Azerbaijan, Anglo Asian Mining (AAZ) has announced results for the first half of 2021 and that “FY 2021 Production guidance of between 64,000 to 72,000 gold equivalent ounces remains unchanged”.

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Tern stinks, AIM Regulation must act NOW!

I have identified Tern (TERN) previously as a compelling short as nothing it says makes sense, the stated NAV is about 9p at best and the shares are 19.25p. But that NAV is bogus! The main component of NAV ,just over 50% is a holding in Device Authority but there is a bombshell out there Tern is not telling folks about. Device looks to be insolvent.

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UHS
UHS
PREMIUM CONTENT

10 red flags we all might have spotted at the Umuthi fraud

This weekend’s short letter on the N50 website will look at a company whose shares you can trade. Today, I am feeling pretty proud of my take-down of Standard Listed Umuthi (UHS) whose March 4 IPO was to have valued it at £368 million. A series of articles HERE has seen its sole NED resign and nobody now seems to doubt that this is a complete fraud with no business and that the revelations are truly shocking. Sadly, as it is an obvious zero, its shares are suspended but there are lessons. Here are 10 signs that this was a fraud:

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JSE
JSE

Jadestone Energy – interims, production and cash flow growth to come

Jadestone Energy (JSE) has announced its results for the first half of 2021, reaffirming full-year production guidance of 11,500-13,500 barrels of oil equivalent per day and anticipating 20,000 boe/d towards the end of the year. We are well up on this 69p offer price share tip but where do we go from here?

BPM
BPM
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B.P. Marsh & Partners – half-year trading update, reasons for confidence

Early stage financial services businesses investment company B.P. Marsh & Partners (BPM) has made a trading update for its half-year ended 31st July 2021, including that its “portfolio has performed well during the period, and we expect this to continue through the group’s current financial year”.

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BMV
BMV
PREMIUM CONTENT

My Gold Stocks, and Time To Revisit One I Let Go?

It has been a long year since the correction in Gold and Gold stocks set in. Back in August 2020, the yellow metal peaked at $2063, AIM-listed Ariana Resources (AAU) at 6.4p, fully-listed Centamin (CEY) at 232p, Golden Prospect at 72.5p and my minnow explorer, Standard-Listed Panther Metals (PALM) reached a then peak of 13.75. Now their prices at $1787, 4.7p (plus a dividend of 0.35p on the way), 91.4p (plus two dividends totalling 7 US cents), 48.5p and 12.875p. Ouch!

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Essentra – a Recovery buy

A half-year results announcement last month from Essentra plc (ESNT) included “we are now trading ahead of 2019 levels with Q2 revenue up by 2.5% LFL. The market cap at the end of 2019 was £1.13 billion. At a current 287.5p offer price, it is £870 million. It may not be the most exciting company on Earth but that is usually not a bad thing. We regard it as a recovery buy.

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Bear
PREMIUM CONTENT

Supply@Me and Chill Brands. Leaving it late in the day.

Two dogs, covered extensively on Shareprophets.com  where i am short are leaving it rather late to come up with the goods. Chill Brands Group (CHLL), formerly Zoetic, has until Tuesday to publish its results to March 2021 (and that’s after a Covid extension) and Supply@Me Capital (SYME) has stated that a trading update is “expected” this month.

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ARB
ARB
PREMIUM CONTENT

Times when it is best to retire to the pavilion

I have been a critic of Argo Blockchain (ARB) for an awfully long time. It is run by sharp promoters and backed by some nasty spivs. And it seems to me that it has failed woefully to address the issues flagged up a few weeks ago in the recent Boatman bear dossier HERE.

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JSE
JSE

Jadestone Energy – “Guidance and Operations Update”, long-term attractions from this successful share tip

“Guidance and Operations Update” from Jadestone Energy (JSE) notes work necessary to restore production from the Skua subsea wells and the revised cost of the H6 infill well at Montara, where the well has been sidetracked due to mechanical equipment issues, as well as that it is still awaiting clarity on Maari offshore New Zealand government approvals timing. However, “average full-year 2021 production guidance of between 11,500-13,500 boe/d remains unchanged”.

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How do you KNOW when a company is facing a cash crunch? A case study - Verditek

I preface this by saying that Verditek (VDTK) is a company that can lie about winning take or pay contracts just to get a placing away. In the end, the “customer” – and I use the word loosely – neither takes or pays. So anything it says in an RNS, even its cash balance, is not something that I would necessarily believe. But to make life simple, I give it the benefit of the doubt and assume its stated cash balances are, more or less, correct.

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SkinBioTherapeutics – ‘Business Update’, high margin profit potential moving materially closer

SkinBioTherapeutics (SBTX) has delivered a “Business Update” including that the commercial launch of AxisBiotix-Ps is on track for Q4 and has further encouraging potential, that SkinBiotix manufacturing scale-up with Croda (CRDA) is progressing to schedule and 30th June year-end cash totalled £4.6 million. Sounds good.

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AAZ
AAZ
PREMIUM CONTENT

Anglo Asian Mining – Zafar maiden JORC Mineral Resource adds to potential

Anglo Asian Mining (AAZ) has announced a maiden JORC Mineral Resource for its Zafar polymetallic deposit in the Gedabek contract area, Azerbaijan, which it argues is “extremely encouraging and will help underpin the company’s future long-term production growth”.

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OptiBiotix Health – extends Seed Health territories, strong buy

OptiBiotix Health (OPTI) has announced further growth with an agreement to extend the territories of its deal with Seed Health.

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BP
BP

BP – Q2 results, creating value now and for the future?

BP (BP.) has announced second quarter of the year results emphasising “generating value for our shareholders today while we transition the company for the future”. Sounds good, but what’s the detail?

Seed Innovations – a buy?

FastForward Innovations – now Seed Innovations (SEED) – was a recommendation last year on the N50 website which also features writers here Tom Winnifrith and Steve Moore. That was at a 6.2p offer price, noting the discount to NAV looked severe and looking for operational progress and increased interest particularly in the health area to propel NAV forward again. Little more than two months later the shares had already reached 12p to sell despite the company then stating “it is naturally a more challenging market for fundraising, which could delay the roll-out of future growth plans”. We banked gains, but there has been operational progress, though the shares are currently available at an 8.4p offer price.

Top-10

Notes from Underground – Most read articles for the week ending August 7

The top non-Tom article this week is Escape Hunt – John currently getting away with this ‘growth’ Story… but for how long? by Steve Moore at number eight or number 14 if you include the Bearcast and Tom’s new shareshow. 

Headlam – as suspected, “materially ahead of current market expectations”

Early in July we noted shares in Europe’s leading floorcoverings distributor Headlam Group (HEAD) looked a recovery buy at a 495p offer price, considering there clear potential for outperformance of forecasts based on the trading momentum and the operational improvement programme being implemented. A “Pre-Close Trading Update” sees the shares currently at 528p. Is there still further upside?

PREMIUM CONTENT

OptiBiotix Health – shares up on ‘trading and commercial update’, much further to go

OptiBiotix Health (OPTI) has made a “Trading and commercial update” including that sales are ahead of its expectations for the first six months of the year and that it “believes it is in a strong position to meet or exceed its full year sales forecast”. The shares have currently responded up to 49.5p but there looks much further to go.

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Impellam – half-year results, recovery but more to come?

International staffing group Impellam (IPEL) has announced results for the first half of the year and that it is seeing “increasing positivity in our customer demands for our managed service and talent solutions across our markets”. This sounds encouraging.

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GSK
GSK
PREMIUM CONTENT

GlaxoSmithKline – second quarter results, still a recovery buy

GlaxoSmithKline (GSK) has announced second quarter of the year results, including stating “strong commercial execution” and “we are likely to deliver full-year Adjusted EPS towards the better end of our guidance range”. So where now for the shares?, with they currently having responded back up to 1400p.

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DS Smith – disposal agreement further aligns it with FMCG and e-commerce customers

DS Smith (SMDS“is pleased to announce the proposed sale of its De Hoop paper mill in the Netherlands to De Jong Packaging for a cash consideration of €50 million (c. £43 million)”. Good news from this leading provider of sustainable paper-based packaging?

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PREMIUM CONTENT

Thoughts on Tern - Part 1

As I predicted it would in my last piece, Tern plc (TERN) came back to the trough last week with yet another placing (its 16th since it emerged from the ruins of Silvermere Energy in 2014) and the shares predictably sold off, causing a few rumblings of discontent among its shareholders, 100% of whom (bar management) are retail. But before I lay into the company and its management, let me present you with a fun fact regarding dilution, a dirty word for most equity investors.

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MRW
MRW

Wm Morrison – Apollo Global Management update, take profits?

We previously updated on Wm Morrison Supermarkets (MRW) including noting Apollo Global Management stating that “it is, on behalf of certain investment funds managed by it, in the preliminary stages of evaluating a possible offer for Morrisons” meant that we could still see further upside potential with a competitive bid situation developing. There has now been a further announcement from Apollo.

POS
POS
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Plexus – a true POS?

I have been taking a brief look at AIM-listed Plexus – mainly because its ticker code is POS. So is it? Er……

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Top-10

Notes from Underground – Most read articles for the week ending July 17

The top non-Tom article this week is QUIZ plc – trading update, how creditable is “consistent with the board’s expectations”?… by Steve Moore at number four or number ten if you include the Bearcast and Tom’s new shareshow.  The funniest article this week is  ShareProphets “Good Day to Bury Bad News” Competition Result – how many companies put out dodgy RNSs the morning after the Euros in the expectation that they will be overlooked. Nine.

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Headlam Group – a recovery buy?

A trading update earlier this month from Headlam Group (HEAD) included “total revenue for the year-to-date is now in-line with the 2019 comparator, having been slightly below for the four months to 30 April 2021” and “the company’s Operational Improvement Programme delivering revenue growth opportunities and cost improvements”. This combination suggests there is further recovery value in the shares.

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GSK
GSK
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GlaxoSmithKline – a Recovery Buy?

FTSE-100 pharma and healthcare company GlaxoSmithKline (GSK) is currently engaged in somewhat of a battle with well known activist investor Elliott Advisors. However, that is about the level of change as change is coming and Elliott is only involved as it “believes GSK has a substantial value creation opportunity – 45% upside in its share price – ahead of Consumer Health separation and greater beyond”. We concur that there is an attractive value creation opportunity here…

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DS Smith – further recovery and structural growth potential following full-year results?...

At 425p, shares in fully fibre-based, innovative packaging for consumer goods company DS Smith (SMDS) are well up on our 321.8p offer price November recommendation but is there more to come, particularly following results for its year ended 30th April 2021 and “accelerated opportunities a post-Covid-19 world offers”?…

AEX Gold – Nalunaq and exploration update, Buy

AEX Gold (AEXG) has announced an update on progress at its flagship Nalunaq project and that it has also applied for a new exploration licence in Greenland.

Atalaya Mining – AGM and Mineral Reserves statements, Buy

Atalaya Mining (ATYM) has made AGM and Reserves statements, including emphasising “substantial, unexploited mineral resources in the vicinity of our modern 15 Mtpa mill and related infrastructure, together with a very prospective land package with world class exploration potential, offer compelling opportunities for continued growth of our company”. So what’s led to this statement?

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Impellam Group – a recovery buy?

The latest results from staffing group Impellam (IPEL) included it emphasising “we are well placed to take advantage of a return to growth”. We have longer-term macroeconomic concerns, added to by the response to Covid-19, but do accept there is strong upcoming macroeconomic recovery potential. Many stocks in the recruitment sector have already responded, doubling and much more but here a current 294p to buy compares to a low of 220p and we see recovery potential back to 375p+. That makes the shares a recovery buy.

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EUA
EUA
PREMIUM CONTENT

Lucian Miers writes to Eurasia Mining

Lucian is short of Eurasia Mining (EUA) and for a host of reasons I think he is right to be short. One of those reasons is a mystery shareholder. Lucian has written to Eurasia’s boss Christian Schaffalitzky and his letter, still not having received a response after several days, follows:

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Bearcast
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Tom Winnifrith Bearcast - filling in another fecking form for Greece

That wasted an hour of my life but it looks like all systems go for Saturday when Steve Moore will be in charge of this website while Joshua and I head to the Greek Hovel.In today’s podcast I look at bitcoin’s latest dump and Argo Blockchain (ARB) and at Dev Clever (DEV) and its joke acquisition. That required a bit of work for me at Companies House as did researching today’s smoke and mirrors deal from Remote Monitored Systems (RMS) – how did Nomad SP Angel sign off on this cobblers? I then look at Avacta (AVCT), Zoetic (ZOE), MyHealthChecked (MHC), Bidstack (BIDS) and the fraud Supply@ME Capital (SYME). Where are its results?

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Top-10

Notes from Underground – Most read articles for the week ending June 19

The most read non-Tom  article is NMCN – refinancing discussions to address “working capital”. Really?… by Steve Moore at number four, or number seven including Bearcasts and Tom’s new shareshow. Which one is the best of the week? Tell me in the comments.

J Sainsbury – recently risen fast for a FTSE ‘elephant’ and another dividend secured, so...

Recommending shares in J Sainsbury (SBRY) as an Income portfolio buy in November at a 199.7p offer price, we noted grocery and general merchandise sales had remained strong to date in its second half of the year and suggested a 260p+ share price achievable. Little more than 7 months later the shares are already nearly there.

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OptiBiotix – 2020 results and company chat, Strong Buy - 200p+ within 30 months

OptiBiotix Health (OPTI) has announced its 2020 calendar year results, emphasising improving financials and that it is well placed to exploit a now established low overhead, sustainable business model. It is what we learned in a chat with Steve O’Hara that makes us flag this up as such a STRONG BUY.

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BPM
BPM
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B.P. Marsh & Partners – full-year results, recovery opportunities

Insurance businesses investor B.P. Marsh & Partners (BPM) has announced results for its year ended 31st January 2021, emphasising “total shareholder return of 10.1% for the year including the dividend paid in July… remain optimistic that we will be able to secure scalable and high growth investments, which will deliver substantial shareholder returns over time”. That sounds good to us.

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EUA
EUA
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Funny Money, odd placings, smells all wrong...

Lucian Miers wrote about one aspect of Eurasia Mining (EUA) that smells all wrong to him the other day. My friend and colleague is yet to get any satisfactory answers on that matter. But here is another oddity.

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Tern is a slam dunk short and there is borrow!

Even in these crazy times when shares in insolvent frauds go up, some things just have to be a slam dunk short. The good news with this one is that there is borrow. Lucian Miers is already short so I suggest you join him in taking free money off morons who are buying Tern (TERN).

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SkinBioTherapeutics – positive study results suggest this could be a six bagger from here!

SkinBioTherapeutics (SBTX) has announced the results of the AxisBiotix-PsT consumer study of patients suffering from psoriasis and it says that it will now be seeking regulatory approval for the product as a food supplement in parallel in the UK, US and Europe… targeting a commercial launch of theAxisBiotix-Ps™ product in Q4 2021”.  Do the maths! This is going to be massive.

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EUA
EUA
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Who owns Queeld Ventures which has a stake valued at £73m in Eurasia Mining?

They say that the best way to rob a bank is to own one and it is with a slight feeling of queasiness that I have been recommending buying the shares of Ferrexpo (FXPO), whose founder, Kostyantyn Zhevago, has been accused in some quarters of doing just that (fortunately the shares have done quite well). For balance however, I am short the shares of Eurasia Mining (EUA), which also appears to have connections with a party accused of the same skulduggery.

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Bearcast
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Tom Winnifrith Bearcast: does anyone care about corruption or misuse of taxpayer cash anymore?

I start with thoughts about yesterday’s walk, especial thanks to Jonathan Price, Steve Moore, Robert Lewis and Lucian Miers and his son, the other five rogue bloggers who managed all 34.2 miles. Lucian as the logistics meister who also got another stack of relatives to join us deserves especial credit. Thank you to all who sponsored us, it is not too late to donate here. Then onto what I see as corruption, the misuse of taxpayer cash by so many in the corporate world. It is legal but immoral but I sense no one really cares which saddens me.

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Tom

Saturday 29th May I walk 34.2 miles – will you please sponsor me and the other Rogue Bloggers for Woodlarks?

I seem to have pulled some muscles in my back and shoulder and am in a bit of pain which will make tomorrow’s 34.2 mile walk from Winchester Cathedral to Woodlarks even more “fun”. But walk I shall as the quite amazing charity said that it needed to cover its costs in this year when its revenues have been eliminated by lockdown by us raising £48,000. So I will walk and I will finish. I won’t be alone but ask that you do your part and sponsor me as we seek to raise that £48,000. To those who have already done so I say thank you, to the rest of you…

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The Best time to kick a man is when he’s down

Being a bear over the past year has, as I have noted many times before, been painful. You expose a company for being a fraud and its shares go up. You reveal that it has lied to investors and…its shares go up. You demonstrate that it is trading poorly and is running out of cash, its shares dip but then, post an oversubscribed placing, start to roof it again. It is unnatural. But it is the way of life in the last blow off stages of a bull market.

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AAZ
AAZ
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Anglo Asian Mining – ‘pleasing’ 2020 results, Buy

Miner in Azerbaijan Anglo Asian Mining (AAZ“is pleased to announce its final audited results for the year ended 31 December 2020” and emphasises “exciting development opportunities”. Though don’t they all say that?

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MHC
MHC

MyHealthChecked – further purchase order a significant indicator?

MyHealthChecked (MHC) has announced it has “signed a manufacturing agreement and placed a further purchase order of £1.425m with EKF Diagnostic Holdings plc (EKF) for PrimeStore® MTM sample collection devices”. This looks a potentially significant indicator.

ZOE
ZOE
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The big red flag is almost always what a company does NOT say in an RNS: Ref Zoetic

Shares in the Standard Listed fraud that is Zoetic International (ZOE) are, at 56p mid, almost 50% off their all-time highs achieved at peak pump earlier this year. To have suffered such slippage amid a bull market for pot and small cap stocks takes some doing and is, in itself, something of a red flag. The posh but extremely dim and morally bankrupt PR man for this firm, Mr. Henry Harrison-Topham, tried to steady the nerves of the fools invested here with a trading update but it was no good. It was a case study in where what the company did NOT say serves as a red flag.

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Atalaya Mining – Q1 results, strong financial delivery

Atalaya Mining (ATYM) has announced what it describes as “strong financial results achieved in Q1 and look forward to the rest of the year, with confidence”. How strong?

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AltynGold – “pleased to announce” Q1 update, we can understand why: BUY

Kazakhstan gold miner AltynGold (ALTN“is pleased to announce its 1Q21 production results and financial update”, and the shares have currently responded approaching 10% higher to 172.5p. So what’s the news?

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SLP
SLP
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Buy Sylvania Platinum

On banking near 300% gains on Jubilee Metals (JLP) earlier this year, we noted still significant positives but management actions which were not comfortably supportable. On fundamentals, at 20p, Jubilee still looks to have 10% upside, or arguably more, which is why Tom Winnifrith & Steve Moore remain shareholders but we cannot, in good conscience, tip shares in a company where there are such clear corporate governance issues. So, on that basis, the following looks a good replacement for it .

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VRS
VRS
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A golden rule about companies that threaten legal action

Of course, there are some instances when it is appropriate to take legal action against some critic. If, for instance, the attacks are against wives and children, there is a threat of actual body harm or the allegations are just so outrageous (paedophilia for example) then a company might justifiably take action. But simply to bring in lawyers, who are always expensive, to try to silence someone who criticises a company’s business model, or its valuation, is a monumental red flag.

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AEX Gold – strategic update and long company chat

I wrote as a slightly miffed shareholder: AEX Gold (AEXG) has announced its full year 2020 results and a further strategic update and I have had a good long chat with CEO Eldur Olafsson. Previously-announced project development delay disappointment looks to be in the price and the potential of the project to still commence initial production by the end of next year does not. Then there is the possibility of equity dilution.

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SkinBioTherapeutics – new research programme adds to the vast potential but its looming Winclove results which are the key

Noting that “there is now an extensive growing body of research demonstrating direct links between the microbiome and the immune system, and consequently skin health”, SkinBioTherapeutics (SBTX) announced, a couple of weeks ago, initiation of a research programme with the University of Manchester. This is good news but not the elephant in the room!

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JSE
JSE
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Jadestone Energy – “pleased to announce” Malaysia acquisition. We can understand why

Jadestone Energy (JSE) is pleased to announce an agreement to acquire an interest in Peninsular Malaysia – and we can understand why.

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J Sainsbury – full-year results show there is still income value

J Sainsbury (SBRY) has announced results for its year ended 6th March 2021 and that it has “carried good underlying trading momentum into the new financial year and started the year strongly”.

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Choose Your Rogues Wisely

On the whole, it probably does make sense to avoid investing in companies run by rogues but if one is to break that rule, it pays to back a rogue who knows how to generate cash. Perhaps rogue is too strong a term for Kostyantyn Zhevago, founder and majority shareholder of Iron ore miner Ferrexpo PLC (FXPO), so let us just say he is a colourful Ukrainian entrepreneur, one of the original oligarchs who, finding himself in the right place at the right time, acquired some promising assets for a song and listed his company in London in 2007.

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ZOE
ZOE
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Leverage can hurt bulls as well as bears – watch Zoetic collapsing

Given that it has lied on an industrial scale to investors, regulators and consumers and managed first half sales of just £54,000, I think it will not surprise anyone terribly that I view the fair value of shares in Zoetic International (ZOE) as 0p. But I published all the evidence of the malfeasance and parlous financials and the shares still headed to well over 100p valuing this company at more than £200 million. That was two months ago. Now they are 57p to sell and falling fast. If you can short you should do so as this should be a penny stock really very soon.

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CWR
CWR

This could be Time To Invest in Clean, Mean, Green Machines.

Hello Share Chums. It won’t surprise you to know I favour green shares. About a third of companies I feature in this modest column are set to take advantage of the alternative revolution. This old punter believes many share prices will rise strongly in this area.

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In anything other than a raging and insane market this company would be valued at 0p

Verditek (VDTK) is a company that I have exposed as a serial liar and warned about many times before and my bearishness has been vindicated. Last August, at peak ramp, the shares stood at 18p. Egged on by disgraced share tipster Mike Walters, some folks paid almost 20p a pop. Today the spread is 3.7p-3.9p but even that values this business at £12.8 million which is insane as fair value is clearly zero. The valuation tells you everything you need to know about the insane market in which we operate.

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GPM
GPM

Golden Prospect Precious Metals – 2020 results from a great share tip, though more to come

Precious metals companies investor Golden Prospect Precious Metals (GPM) has announced 2020 results including emphasising that, with now a higher metal pricing environment, “the precious metal miners… look cheaper on a P/NAV basis than they did pre COVID (explorers only constituting 11.2% of this fund). So, despite a current 48.5p share price comparing to a 27.6p offer price March 2020 share tip, still an opportunity? Of course it is!

Ferrexpo – Q1 production report, there remains upside potential from this cracking share tip

Iron ore pellet producer in Ukraine, Ferrexpo (FXPO) has announced a first quarter 2021 production report which includes it noting some ongoing pelletiser upgrade work impact though also that there has been some additional production, in terms of high-grade concentrate…

BP
BP
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BP – trading and net debt position ahead of expectations, Income Buy

An “update on progress towards net debt target”-titled announcement from BP (BP.), which includes a claim of “earlier than anticipated delivery of disposal proceeds combined with very strong business performance during the first quarter”. This sounds good…

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SkinBioTherapeutics – new research programme - we are already 250% up but far more to come

Noting that “there is now an extensive growing body of research demonstrating direct links between the microbiome and the immune system, and consequently skin health”, SkinBioTherapeutics (SBTX) has announced initiation of a research programme with the University of Manchester.

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VRS
VRS
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A Q1 Review with a question that long-suffering shareholders in Versarien must ask the loathsome Neill Ricketts

As Q1 draws to a close, I have few regrets about having been inactive in the market particularly on the short side.

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CEY
CEY
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Centamin – remains a recovery buy

Gold miner in Egypt Centamin (CEY) announced results for the 2020 calendar year emphasising “record revenue of US$829 million… generated significant free cash flow, of US$142 million, a 91% increase, making it possible to propose and pay dividends attributable to 2020 of US$104 million”  but also ‘impacted guidance’. A recovery buy?

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Ferrexpo – full-year results, still further upside to come on this cracking share tip?

Ferrexpo (FXPO) has announced results for the 2020 calendar year and that it expects to deliver a further increase in production this year. It is all looking good…

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AEX Gold – development plan and exploration progress, still a buy

Following recent Nalunaq project development delay disappointment, AEX Gold (AEXG) has noted progress in reviewing the development plan and of exploration work.

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Beggar

The begging bowl goes out – the 4th rogue bloggers for Woodlarks walk is May 29: please donate today

To those folks who have made out like bandits in the current bull market, I ask you to be especially generous. Woodlarks needs your help. This year’s rogue bloggers walk is planned and is on a new route. We will go the extra mile with our walking and we ask you to do the same with your donations.

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SkinBioTherapeutics interims – apologies for delayed update and an upgrade but I had to ponder

Notwithstanding the lock-in shenanigans with Optibiotix (OPTIdiscussed HERE, I am more bullish than ever. The results from Skinbiotherapeutics (SBTX) for the six months to 31 December 2020 came out on Monday. I apologise for the delayed update but I needed to ponder a while. What we read a few days ago was just excellent. Hence this upgrade.

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OptiBiotix Health – strong commercial progress & company chat: this will be inflexion year: buy

OptiBiotix Health (OPTI) has announced a “Commercial strategy update” which shows strong progress in its strategy to initially build sales and brand presence and then move up the value chain by selling more product than ingredients and commercialising further compounds. We’ve also had a catch up chat with CEO Steve O’Hara. This should be THE YEAR when profits come close to or exceed £1 million.

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MRW
MRW

Wm Morrison – full-year results, still an Income Buy

Wm Morrison (MRW) has announced its results for its year ended 31st January 2021 and that it is confident it can continue momentum into the new year, expecting both profit growth and a significant reduction in net debt.

Tom

Tom Winnifrith Video Shareshow No 20: 2 hours of gold, flashbacks to 2001, value investing and Kerim Sener

And now from Wales, by just 30 yards, it is my new weekly video show. This costs 99p per episode, and you can either listen to, or watch, some sparky interviews with  Kerim Sener of Ariana Resources (AAU), where I am a loyal shareholder, and then with the sorcerer’s apprentice Steve Moore on the markets and on what he owns. You can access the show HERE 

AAZ
AAZ
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Anglo Asian Mining – provisional agreement terminates, but is this good news?

In July we noted on Anglo Asian Mining (AAZ) a provisional agreement for a “first enterprise outside of Azerbaijan”. Now it has announced those discussions have been terminated. Is a little changed share price response correct?

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Top-10

Notes from Underground - Most read articles for the week ending February 27

The most read non-Tom article this week is Update on my share tips of the year 2021 by Steve Moore at number three, or  number 10 including Bearcasts and Tom’s new shareshow. Which one is the best of the week? Tell me in the comments.

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OptiBiotix Health – trading update and company chat, Buy

OptiBiotix Health (OPTI) has announced a trading update, emphasising “another year of progress… probiotic and functional fibre divisions achieving profitability”. The shares have though currently responded lower to 55.5p, so what’s the current situation here? We’ve spoken to Chief Executive Steve O’Hara and we believe that Mr Market has got this one wrong.

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Fake_News

Tom Winnifrith employs hundreds of scammers in 12 "boiler rooms" - a true moron from ADVFN has fake news for you

The Patient Investor dwells in the asylum that is the ADVFN Bulletin Board and is quite literally mad. He appears to think, erroneously, that a boiler room is a place where teams of folks post on Bulletin Boards and apparently “knows” that I employ hundreds of folks in 12 distinct sites, each paid £10 an hour, to control share prices via BB postings. This is fake news of the highest order. Nurse! Nurse! The patient (investor) needs his meds upping fast! For starters: the idea that I’d pay anyone more than the minimum wage is preposterous! Just ask Steve Moore!

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AEX Gold – sincere apologies for Nalunaq development disappointment, but average down

There is an “Update on Nalunaq Development” announcement from AEX Gold (AEXG) which we apologise for and about which CEO Eldur Olafsson was also very apologetic in a chat we’ve had. He damn well should be…

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Good companies just do not get their shares suspended like this - ref a very bad one: Supply@ME Capital

For me, one of the highlights of the past fortnight was stumbling across a discussion in the “private and secret” Telegram chatroom run by shareholders in Supply@MECapital (SYMEwhere morons talked about hiring a hitman to have me killed.  The trigger was the shares getting suspended by the FCA – which regulates the Standard List where Supply shares were traded – after I sent a letter pointing out why they should be suspended.

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AltynGold – “pleased to announce” Q4 production update and we can understand why, shares still cheap

Kazakhstan gold miner AltynGold (ALTN) is “pleased to announce” a fourth quarter 2020 production update – and the shares have currently responded a pleasing circa 30% higher. So what’s behind the re-rate?…

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AAZ
AAZ
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Anglo Asian Mining – special dividend & “significant opportunities” - still more upside in the shares

Good News! There has been a ‘special dividend’ announcement from gold, copper and silver producer in Azerbaijan Anglo Asian Mining (AAZ), with it noting that it has delivered expected strong cash generation. So what’s the detail?…

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AAZ
AAZ
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Anglo Asian Mining – potentially “great” restored contract areas potential...

Anglo Asian Mining (AAZ) has updated investors on the status of its three restored contract areas located in formerly occupied territories and Nagorno Karabakh following the Azerbaijan & Armenia ceasefire agreement…

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VRS
VRS
PREMIUM CONTENT

Versarien’s “Sound Financial Base”: Two Death Spirals and a Dodgy Loan!

It helps when shorting a company’s shares to have a tailwind and there are few more favourable tailwinds than if that company is resorting to death spiral finance. This desperate measure tells you that all normal financing options are closed to it and that realising cash at punitive and dilutive rates is the only way to survive. The reality of death spiral financing is so grim that it is little wonder that many companies attempt to obfuscate it by hoodwinking investors into thinking that the finance provider is an institution willing to invest in their shares…

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CEY
CEY

Centamin – Q4 in-line and outlook reiterated: Buy

This has not been a very good share tip so far. But things are getting better for the company and the share price and they will get better still. It takes a while to restore both output and even longer to regain investor confidence. A Q4 2020 Report from Centamin (CEY) emphasises that 2020 results will be in-line with October guidance and reiterates the 2021 outlook . This has helped the shares higher but there is more to come. On what has not been a great tip so far we suggest averaging down.

AEX Gold – positive procurement update, remains a strong buy - stock to more than double by Christmas!

AEX Gold (AEXG) has provided an update on procurement activity for its Nalunaq gold project, emphasising that it continues to de-risk the project’s schedule. That is very encouraging and confirms our belief that these shares should, at least, double within a year. If you doubt us, watch boss Eldur Olafsson on the latest video show HERE.

JLP
JLP
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Jubilee Metals – “Support from Blue Chip Institutional Investors” announcement takes the piss...

Support from Blue Chip Institutional Investors”-titled announcement from Jubilee Metals (JLP) is actually a disappointing lack of support from directors. This is with investment by the institutional investors ‘facilitated’ not only by a partial conversion of the convertible loan note held by ACAM LP, which facilitated the acquisition of the Sable Refinery in 2019, but also by director share sales…

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AAZ
AAZ

Anglo Asian Mining – Production and Operations update highlights potential, Buy...

Gold, copper and silver producer in Azerbaijan Anglo Asian Mining (AAZ) has made a “Q4 and Full Year 2020 Production and Operations” announcement, noting Q4 full-year production of 67,249 gold equivalent ounces – suggesting Q4 of 16,542 such ounces – and that it is looking to “take advantage of the current market to expand.”

J Sainsbury – a great share tip so far and now a Q3 trading update, still Income value?

Which Bulletin Board Moron said we couldn’t tip a waiter? J Sainsbury (SBRY) has issued a Q3 trading statement. There were Christmas sales changes due to smaller gatherings but despite this and, even after forgoing business rates relief, it still expects to report underlying pre-tax profit of “at least” £330 million in the financial year to March 2021. That is better than we and the market had hoped for.

Price-Vs-Value

DEADLINE 6:59am Mon 4th Jan: ShareProphets readers tips for 2021 competition - ENTER HERE

As who will win the 2020 ShareProphets readers tips competition falls – the result to be revealed on this website in the next day or so, the 2021 competition is now launched. The prize is 1/2 litre of Tom Winnifrith’s Greek Hovel olive oil (2021 harvest). To enter, just put in the Comments to this article – on a once per username basis - one buy & one sell pick from the LSE or AIM Casino (with the stocks not to be suspended at the commencement of 2021). Entry closes & prices – buys offer price (and performance measured to bid price) and sells vice-versa – are from before the RNSs start at 7am on Monday 4th January 2021. Steve Moore will again update monthly on how the competition is progressing. Good luck all…

Top-10

Notes from Underground - Most read articles for the week ending 2 January 2020

Before we get to the most read articles, I’d like to point out my tip of the year 2021. Before you dismiss it as the ravings of a scoffer, I’d like to point out my 2020 Share Tip of the Year was Flutter (FLTR). You could have been in at 9,300p and it’s 15,110p today.  My 2017 UK Investor Show tip was an eight bagger (It was Versarien (VRS), still doubled if you held it to today), and my 2018 UK Investor Show tip, Red Rock Resources (RRR), also doubled if you held it to today. And as long as you didn’t count IOMart (IOM), which I also recommended last year, you would have been quids in. Watch for my new paid newsletter on ADVFNRandom Hot Coin Flips for only £25 per month, available on the first day of the second quarter.

Father Christmas
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ShareProphets share tips of the year 2021 - No 15 a buy from Tom Winnifrith & Steve Moore

Between December 24 and January 3, the entire team here at ShareProphets is serving up our tips of the year (22 in total).  We now reach No 15, a buy from Tom Winnifrith & Steve Moore from their N50 website.

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Father Christmas
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ShareProphets share tips of the year 2021 - No 11 a buy from Steve Moore

Between December 24 and January 3, the entire team here at ShareProphets is serving up our tips of the year (22 in total).  We now reach No 11, a buy from Steve Moore.

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Father Christmas
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Shareprophets share tips of the year – No 8 a buy from Tom Winnifrith & Steve Moore at N50

Between December 24 and January 3, the entire team here at ShareProphets is serving up our tips of the year (22 in total).  No 8 is a collaborative buy from Tom Winnifrith & Steve Moore on their N50 website.

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Father Christmas
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ShareProphets share tips of the year 2021 - No 3 a buy from Steve Moore

Between December 24 and January 3, the entire team here at ShareProphets is serving up our tips of the year (22 in total).  No 3 is a buy from Steve Moore.

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PREMIUM CONTENT

DS Smith – our quick gains added to on half-year results, still more to come?...

Recent recommendation packaging company DS Smith (SMDS) has announced results for its half-year ended 31st October 2020 and that there’s “growing momentum into H2”…

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HUR
HUR
PREMIUM CONTENT

The best time to kick a man is when he is down: Ref Hurricane Energy

So says my good pal, the infamous bear raider Evil Knievil, and he is right. You and I look at a high flying stock where the valuation is insane but where if we go short the valuation can easily go to double insane before gravity kicks in. Especially in fevered times such as those we live in, kicking a man when he is standing strong is not such a smart move.

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Optiobiotix NED upgrade – now this chap is impressive: STRONG BUY

Optibiotix (OPTI) has announced that Non Executive Director (NED) Peter Wennstrom – of whom we’d never heard – is to step down to be replaced by Christopher Brinsmead CBE, subject to the completion of regulatory due diligence being carried out by the Company’s Nomad. For a £50 million odd capitalised company, Brinsmead is a real BSD to pick up.

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PREMIUM CONTENT

Has Ocado peaked at Last? I am Short (Again) at 2250p

A few years back, Ocado (OCDO) was one of the most reviled companies in the UK with the shares regularly topping Short Tracker’s most shorted table, peaking in 2016 with 20% of the shares out on loan. The short interest is now negligible as the bears (myself included) have been sent packing with the relentless, almost tenfold, rise of the share price over the last few years which has only recently looked to be running out of steam.

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BKY
BKY

Berkeley Energia – Salamanca project further gradual progress, still a risk/reward buy?

Berkeley Energia (BKY) has announced progress including an authorisation renewal and the Spanish Supreme Court rejection of an opposition appeal against its Salamanca uranium project.

AltynGold – “pleased to announce” quarterly results, so why a further share price fall?...

AltynGold (ALTN) has updated on the third quarter of the year, stating that it is “pleased to announce” the results. So why has the share price response been a fall?…

JLP
JLP
PREMIUM CONTENT

Don’t go selling your Jubilee Metals now – although this has been a cracking share tip, price target almost doubled to 16p...

We tipped Jubilee Metals (JLP) at a 4.6p offer in July 2020. Ding Dong! As we approach Christmas the shares are circa 11p, making we loyal investors pretty happy. But do not even think of selling. Here’s why:

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RMS
RMS
PREMIUM CONTENT

Remote Monitored Systems – sorry to Drone On...

Two weeks ago Remote Monitored Systems (RMS) shares traded at 2.65p giving the company a market cap of £40 million. I warned you then in this column and have since been double vindicated. The shares are 2.25p now but that is still far too high…

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CEY
CEY
PREMIUM CONTENT

Centamin – some near-term disappointment, but a still attractive dividend as it moves to ‘unlock potential’ - BUY

Centamin (CEY) has updated on actions it is taking to ‘unlock its potential’…this has been a poor share tip from us but this is the cue to average down and buy

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TRN
TRN
PREMIUM CONTENT

Trainline, now the CFO is dumping shares and he’s right, the valuation is nutso

There was a telling exchange in a Downing Street press Conference this week between Jonathan Van Tam and the deputy PM Boris Johnson. The real PM, Princess Nut Nuts, was elsewhere plotting the Long march to a full green revolution. Van Tam suggested that Covid restrictions such as face nappy wearing and social distancing might need to stay in place, essentially, forever. The deputy PM said that he was not so sure about that and it might be good to get back to normal at some point. Cue frosty glances.

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PREMIUM CONTENT

DS Smith – a Recovery buy...

An early this month “Pre-close statement” from DS Smith (SMDS) included “corrugated box volumes in and throughout Q2 have returned to growth… The step-change in use of e-commerce is clearly established across our territories with very high demand from customers for e-commerce packaging as we head into the festive season”. The shares responded higher… but the current share price compares to approaching 400p early this year and, with also a dividend expected for the company’s half-year which ended 31st October 2020, there looks further recovery value here…

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PREMIUM CONTENT

AEX Gold – drilling results further demonstrate ‘very encouraging’ potential, Buy, shares will more than double

AEX Gold (AEXG) has updated we loyal investors that further drilling results mean it is “very encouraged” on the ‘Valley Block’ at Nalunaq, Greenland…

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AAZ
AAZ
PREMIUM CONTENT

Anglo Asian Mining – updated guidance, outlook little diminished. Buy...

We’ve previously noted on Anglo Asian Mining (AAZ) some impact from the conflict between Azerbaijan and Armenia “due to the conscription of a number of engineering staff and some recently encountered temporary delays due to underground rock faulting”. Now “Updated Guidance for Turnover and Production”…

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RMS
RMS
PREMIUM CONTENT

BOOM: Remote Monitoring Systems, the directors are screaming that this is a slam dunk sell

At 2.98p mid Remote Monitoring Systems (RMS) is capitalised at c£45 million and has net cash of c£500,000.  If the name does not ring a bell at once, this used to be Strat Aero a drone business where the directors repeatedly lied and deceived punters as they ran it into the ground. Now there is a new team in charge and a new bandwagon to jump onto.

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PREMIUM CONTENT

OptiBiotix – another North American market step & chat with Steve O'Hara - Buy

OptiBiotix Health (OPTI) has emphasised “another step in building brand and product presence in the large North American market” as it announced its latest deal. Yes it is a step but frustratingly one revealed on a release using the Adam Reynolds keyboard. The one with no numbers on it.

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IMB
IMB
PREMIUM CONTENT

Imperial Brands – resilient full year results, Income buy...

Imperial Brands (IMB) has announced results for its year ended 30th September 2020 and that, despite showing resilience, “we expect to deliver a stronger financial performance in 2021”…

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PREMIUM CONTENT

J Sainsbury - an Income buy?

Recently-announced results from J Sainsbury (SBRY) included “sales (excluding VAT) down 1.1 per cent” and “loss before tax £(137) million”. The shares responded lower – but that after recently rising and they are now back on the rise again and we can see why…

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PREMIUM CONTENT

Avacta shares have slumped, ahead lies collapse

As you may have gathered I have been a major sceptic of Government policies on Covid and not just in the UK. For a disease where the survival rate among under 70s is 99.95% and where the average age of death is greater than life expectancy itself, it seems to me that the policy response has been excessive and has caused and is causing utterly unjustified collateral damage.  But none the less we should all welcome news that Pfizer has a vaccine which works 90% of the time.

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JLP
JLP
PREMIUM CONTENT

Jubilee Metals – full-year results & record operational earnings...BUY

Metals processing group Jubilee Metals (JLP“is pleased to announce its audited results for the year ended 30 June 2020” and that “post the period under review… PGM and chrome operations delivered record quarterly operational earnings of £15.17 million”

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JLP
JLP

Jubilee Metals – further significant Zambia diversification, already way ahead on this share tip, price target increased again...

Jubilee Metals (JLP“is pleased to announce that it has successfully concluded further copper tailings transactions to secure the rights to an additional approximately 115 million tonnes of copper and cobalt containing surface tailings in Zambia”

AAZ
AAZ

Anglo Asian Mining – updated mineral resources and ore reserves, still a risk/reward buy...

Anglo Asian Mining (AAZ) has announced updated mineral resources and ore reserves and that “our ongoing exploration programme targeting five new deposits is also expected to produce additional ore sources”

US-Flag-Blonde
PREMIUM CONTENT

Time to Buy BP on a Biden Win?

In a recent MoneyWeek article, entitled “Bargain Britain”, its writer Max King asserts:

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BP
BP
PREMIUM CONTENT

BP – Q3 results, “Performance improving despite difficult environment”?...

BP (BP.) has announced its Q3 results emphasising “Performance improving despite difficult environment”…

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Bear
PREMIUM CONTENT

Shorting even frauds is like pissing into the wind

It is not just in mining juniors where some valuations are bonkers or among those stocks that have jumped onto the Covid bandwagon, madness seems writ large across the market. But perhaps there is a madness in valuations which cannot be justified on fundamentals and that is that the market is telling you that are living through another asset bubble?…

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CEY
CEY
PREMIUM CONTENT

Centamin – near-term production outlook disappointment, but the long-term promise remains...

Gold miner in Egypt Centamin (CEY) has updated emphasising “the third quarter marked another solid performance”, yet the shares have dropped back to 131.3p. The reason is a reduction in guidance for 2021 but the market has over-reacted…

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TRN
TRN
PREMIUM CONTENT

Those murky share sales and management changes at Trainline make it a compelling short

I have been on the case of Trainline (TRN) for some time but events this week now mark this stock out as a compelling short.  The deadwood press will not say so because they concern a female CEO, a poster girl for woke corporatism. But since I don’t hold with this PC shite I simply look at the facts.

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AEX Gold – drilling results continue to illustrate the significant potential, Buy...

AEX Gold (AEXG) has updated we loyal investors emphasising “early drilling results at Nalunaq confirm continuity of Main Vein structure at depth”

PREMIUM CONTENT

How should a cash-strapped enterprise spend its last pennies? ref. Verditek

What would you do if you were running a PLC with almost no cash and which was burning cash? It is a position I have been in and it is not a good place to be. You cut costs perhaps? Or you just do whatever is needed to raise fresh equity whatever the cost involved in doing that…

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BPM
BPM
PREMIUM CONTENT

B.P. Marsh & Partners – interims, NAV growth & positive outlook...

B.P. Marsh & Partners (BPM) has announced half-year results emphasising that its “diversified investment portfolio has shown its resilience, delivering NAV growth despite the ongoing market uncertainty. The outlook is positive for the rest of the year”…

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PREMIUM CONTENT

Skinbiotherapeutics placing at 16p – why am I not impressed? But through gritted teeth a buyer

Skinbiotherapeutics (SBTX) boss Stuart Ashman until today held zero shares in the company. And he told us all that it had enough cash to last it until the end of next year at least.  And so now there is a £4 million placing and £500,000 open offer at 16p.  Mr Ashman can you see why I might be annoyed?

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CEY
CEY
PREMIUM CONTENT

Centamin – a Gold buy...

We recommended shares in Centamin (CEY) amidst market panic in March and they rose faster than even we expected, seeing us take a more than 60%, little more than 1 month, profit. They went on to above 230p, but are currently 160p to buy following a “Sukari Operational Update”. We believe there to have been a big over-reaction to that update and so…

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PREMIUM CONTENT

OptiBiotix Health – another agreement with UITC, this time for CholBiomeX3...

OptiBiotix Health (OPTI) is “pleased to have signed an agreement with UITC to distribute CholBiomeX3 in Singapore”…

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PREMIUM CONTENT

OptiBiotix – potential extended opportunity into new drug and application areas, strong buy

OptiBiotix Health (OPTI) is “pleased to see that Seed has achieved FDA authorisation for an IND in a product containing OptiBiotix’s Lactobacillus plantarum LPLDL®”. So, what does this mean?…

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PREMIUM CONTENT

OptiBiotix – further expands SlimBiome Medical geographical reach, still a strong buy...

OptiBiotix (OPTI) has announced that it is “pleased to have signed an agreement with UITC to distribute our award-winning medical device in Singapore”…

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PREMIUM CONTENT

Buy AEX Gold - 60%+ upside

On 31st July this year it was “Admission And First Day Of Dealings On AIM for AEX Gold Inc (AEXG , TSXV:AEX), with founder and CEO Eldur Ólafsson emphasising “a highly exciting moment for AEX Gold, with our successful fundraise allowing us to progress our corporate vision, whilst also providing UK and European investors with the opportunity to be a part of Greenland’s growing gold sector. We now have the financial capacity to push forward to production at our high-grade Nalunaq gold mine together with targeted exploration across our wider gold acreage in Southern Greenland. Our ambition is to become a full-cycle gold mining business of scale in Greenland, with Nalunaq the first project in what we believe could be many from our existing portfolio of gold assets”. But hang on, haven’t we heard of Nalunaq before?…

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PREMIUM CONTENT

OptiBiotix – encouraging interims and CEO chat, Strong Buy

OptiBiotix Health (OPTI) is “pleased to present… results for the six month period ended 30 June 2020” and we have had a chat with CEO Steve O’Hara…

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PREMIUM CONTENT

Verditek – now at the slow death or quick death point...

I am told that you can get borrow in Verditek (VDTK) and that the stock is now shortable. For the avoidance of doubt I am not short, I never am since it would allow folks who own shares in frauds, engage in frauds or promote or enable them to accuse me as having a vested interest and thus compromise my status as an investigative journalist. But if you are into shorting here’s why this company is now at the slow death or quick death point…

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PREMIUM CONTENT

OptiBiotix – LPLDL & CholBiome distributor agreement, strong buy...

OptiBiotix Health (OPTI) is “pleased to announce… an exclusive distribution agreement with Ayalla Marketing for the distribution of its cholesterol reducing probiotic, LPLDL®, as an ingredient and as four finished products (CholBiome, CholBiomeX3, CholBiomeBP and CholBiomeVH) within the CholBiome® portfolio for Brazil”

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JLP
JLP
PREMIUM CONTENT

Jubilee Metals – “Mining Licence Renewed and Board Appointment”, further positives...

Jubilee Metals (JLP“is pleased… the company has received notification from the Minister of Mines and Mineral Development in Zambia of the approval of the company’s application for the renewal of Small Scale Mining Licence 7081-HQ-SML in Kabwe… and… appointment of Nicholas (Nick) Taylor as non-executive director”…

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OptiBiotix – exclusive worldwide licence agreement for a number of SweetBiotix products: STRONG BUY..

OptiBiotix Health (OPTI) is “pleased to announce that it has has entered into an agreement with a US company for the purpose of large scale manufacture and commercialisation of a number of SweetBiotix® products”

PREMIUM CONTENT

Amigo – how should shareholders vote?...

Lucian Miers: I wrote recently that I thought that Amigo Holdings (AMGOwas a prime candidate for bankruptcy by the year end. While I still think this is the case, I have closed my short for now as I expect a lot of volatility as this wonderfully entertaining soap opera reaches a crucial stage later this month…

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PREMIUM CONTENT

Sardines!

Chutzpah: extreme self-confidence or audacity, usually used approvingly.

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Sheriff-Of-AIM

Tom Winnifrith Video Shareshow No 9: Almost 3 hours of Lucian Miers, Myself on Dev Clever and Harry Adams of Kefi

And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch, some sparky interviews with bear raider Lucian Miers on the markets, the real economy, his longs and shorts and gold and with Harry Adams of Kefi (KEFI) ahead of the most exciting six weeks of his career. Listen carefully to what Harry says, having just bought more Kefi a couple of weeks ago I am delighted with certain matters he raises. Finally, I look at Dev Clever (DEV) and why it should face a full stewards!. You can access the show HERE

Tom

Tom Winnifrith Video Shareshow No 8: Well over 2 hours of gold, me on corporate lying, Richard Poulden and Steve Moore

And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch, some sparky interviews with Richard Poulden on gold and where it goes next, on the US election but also on Wishbone Gold (WSBN) as it takes a new direction. As a long suffering shareholder, down £30,000, I have a few tough questions. Then I discuss what gold stocks I am buying before chatting to Steve Moore, a man with whom I have worked for all bar a few weeks of his working life. He is this year 38! Frightening. I started the show with a suggestion that we all look back to the 1970s. I end with a look at corporate lying and why it is on the rise and why no-one cares but that will change. Verditek (VDTK) is a case study here. You can access the show HERE

CRL
CRL

Delayed Accounts for Creightons Prove to be Jolly Hockeysticks After All.

Hello, Share Fans.  Those misguided souls who read my modest column will know I rather admire Creightons (CRL) the sanitiser king. But as mentioned recently, the shares took an unfair dive when the company took advantage of a Covid concession to post its full-year results late. Some of us had worries the delay meant somebody might be trying to hide the fact that the numbers, once expected to be high on covid benefits, would actually disappoint. 

WG
WG
PREMIUM CONTENT

Wood Group – a recovery buy?

Wood Group (WG.) announced half-year results including “operating profit of $65.6m (June 2019: $138.8m)…considers it prudent not to pay a 2020 interim dividend” but the shares look to be at a depressed valuation and the announcement also included “recent signs of stabilisation… expect good cash generation and a further reduction in net debt in the second half. Well placed for medium term growth as markets recover and the energy transition gathers pace”…

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PREMIUM CONTENT

Drowning in a sea of red flags, a company built on lies – Verditek

Just how many red flags do you need? Because at this AIM listed company, there are more than you’d see on the annual May Day parade through my old stomping ground of Clerkenwell. Let’s list the Verditek (VDTK) red flags:

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PREMIUM CONTENT

FastForward Innovations – “pleased to announce” results, but...

FastForward Innovations (FFWD) has announced results for its year ended 31st March 2020 including “a large portion of our investments have continued to make positive advances and reach significant milestones in their development”, though also “some challenges”… and this share tip from us is almost 100% ahead on an offer to bid basis after just two months!

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HTG
HTG
PREMIUM CONTENT

Hunting for a bargain and waiting for the Train

I have had a bit of a soft spot for the oil services company, Hunting plc (HTG), since 2009 when I bought it around 350p, which proved to be its post GFC low having collapsed from around 900p. By 2012 it had returned there. I have dipped my toe at around 185p having read the interims to June 30th and hope to repeat the trick…

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PREMIUM CONTENT

Directa Plus is insanely overvalued but does that mean its shares will fall?

An early morning tweet comes to me from an investor in Directa Plus (DCTA) suggesting that, although the share is speculative it is “under the radar screens of AIM tipsters” and insanely cheap. At 83p the Italian-run company is valued at £51 million so I suspect it has already received a good bit more than zero coverage.

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Gold

Has the gold bubble burst?

On 24th July I asked, in this column, if the gold market and shares in gold companies were a bubble. My conclusion was that, although there were signs of froth, there was no bubble yet.

JLP
JLP
PREMIUM CONTENT

Jubilee Metals – follows Zambia copper agreement with South Africa chrome moves... price target increased

“Chrome Operations Update” from Jubilee Metals (JLP) including of “a third party Run-Of-Mine chrome ore offtake agreement that fully commits its Windsor chrome beneficiation plant for the next three years, with an option for this to be extended further” and “entered into a joint venture agreement with a privately held South African company  to secure the rights to a further 35 000 tonnes per month chrome processing capacity”

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BKY
BKY
PREMIUM CONTENT

Berkeley Energia – argues “a significant permitting milestone”...

Previously updating on Berkeley Energia (BKY) last month with the shares at 29p we noted there remain clear bureaucratic hurdles to overcome but at least progress was being made and economics in support of the project increasing given the current macro situation. Now “Urbanism Licence Granted for Retortillo”…

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PREMIUM CONTENT

Altyn – “production update 2Q 2020”, where now for the shares?

Gold miner in Kazakhstan Altyn (ALTN“is pleased to announce 2Q20 production update” and it emphasises “ore mining output up a significant 55% quarter-over-quarter with 143,400 tons of ore mined in 2Q20 (92,324 tons in 1Q20). The positive momentum in production growth is expected to be maintained over the coming quarters”. Why then have the shares responded little changed?…

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JLP
JLP
PREMIUM CONTENT

Jubilee Metals – further copper agreement expedites & expands potential in Zambia...

“Further Copper Tailings Resource Secured in Zambia” announcement from Jubilee Metals (JLP), with it emphasising this looking “to deliver copper units well in advance of Jubilee’s previously announced copper transaction in Zambia and is significant step towards achieving Jubilee’s stated goal of 25 000 tonnes per annum of copper production”…

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BP
BP
PREMIUM CONTENT

BP – results and dividend cut… we’re not surprised the shares rise…

BP (BP.) has announced second quarter and half-year results including “underlying replacement cost loss for the quarter was $6.7 billion, compared with a profit of $2.8 billion for the same period a year earlier… A dividend of 5.25 cents per share was announced for the quarter, compared to 10.5 cents per share for the previous quarter” ($2.1 billion)… and the shares have responded higher to nearer 300p…

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PREMIUM CONTENT

SkinBiotherapeutics: more good news, increased targets upgrade of stance

Very excited shareholder Tom Winnifrith writes: On 26 May 2020, Steve and I tipped SkinBiotherapeutics (SBTX) at a 17.75p offer and at up to 20p with a target price of 30p. News last week suggests that, notwithstanding this company wasting a few grand a month employing the biggest knobhead in Christendom to do its PR, we were more than a tad conservative and the shares now trade at 22p-23.5p and are still dirt cheap.

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JLP
JLP
PREMIUM CONTENT

Jubilee Metals – a buy?...

Jubilee Metals (JLP), an AIM and Altx traded metals processing company, has recently followed a “pleased to announce” six month operations update with a compelling presentation at MineProphets and at a current 4.6p offer price…

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