Keyword results: growth

PREMIUM CONTENT

I think the Pets at Home share price drop due to the RBC downgrade was overdone - long term buy and hold

The way the markets are currently it feels like there is plenty of risk in buying anything, even in the sectors that are expected to remain strong in the coming months.

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Gold
PREMIUM CONTENT

The View From The Montana Log-Cabin As Gold Stocks Show Some Signs Of Recovery

Gold ended the weeks at $1851 – almost unchanged on the previous $1854, but in between times headed down to $1830 and then up to $1870 before heading back to where it started the week. Pleasingly, Gold stocks did a little better by more-or-less continuing the recovery from a low ebb in May, but the underperformance against the yellow metal remains stark.

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CMC Markets full year results come in at the top end of guidance and there's a large share buyback in progress - do you buy more shares?

The performance of CMC Markets (CMCX) has been pretty disappointing in recent times, but now there are some signs of its financial performance improving and a potential demerging of the business on the horizon.

PREMIUM CONTENT

Another great set of results from Central Asia Metals and it remains a long term buy and hold

Central Asia Metals (CAML) is one of those companies which I think is consistently undervalued by the market, and although it carries some degree of geo-political risk, I believe that too large a discount is applied for that.

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BOO
BOO
PREMIUM CONTENT

Boohoo is a recovery buy on the basis of strong sales growth and only temporary profit margin issues

Online fashion retailer Boohoo (BOO) has performed terribly for anyone who has been invested over the past year or so and has seen its share price drop by around 75% during that time.

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PREMIUM CONTENT

CMC Markets should be starting to benefit from increased volatility and is too cheap - recovery buy

I always find it hard to buy shares where I see fundamental good value and where I am intending to hold them as an actual investment rather than just a short term trade based on momentum.

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PREMIUM CONTENT

The Mode share price has dropped a lot recently, but for good reason after issuing a dodgy RNS! Bargepole!

Mode Global Holdings (MODE) is typical of many small technology companies in that it burns through cash at an alarming rate whilst trying to grow its revenues to any sort of meaningful amount.

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Bull

When Will Blighty's Institutional Traders Wake Up to the Economy's Good Signs. Soon, I Fancy.

Hello Share Smackers. Despite the fact new cases of the virus surge daily, fewer people are dying and the economy is once again booming. The UK economy grew 2.3% in April, its fastest monthly rate for nearly a year. That the level of growth in a month that you’d more normally see in a year, Yet most share prices continue to stagnate. Why? Because the big investors – unlike most of their American counterparts – are more cautious than adventurous.

Gold
PREMIUM CONTENT

Given the lack of choice of silver miners listed non the FTSE, I would look to GoGold, in Toronto, and its strong growth prospects - buy

Whilst I mostly stick to trading and investing in companies that are listed in the UK, in recent times I have started to look elsewhere for potential precious metal producers which look interesting.

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Bull

Recent Footsie Falls are Bonkers as the Economy Looks Set to Burst Forth.

Hello, Share Shakers. The fact that the Footsie fell during the week is bonkers. What are big traders afraid of? It beats me. Even the ultra-cautious Bank of England is predicting a huge leap forward in growth. 


Collapsing-Reactor
PREMIUM CONTENT

BIG CALL: Gold – Are Markets at a turning point as Bitcoin and Tech stutters?

ShareProphets’ favourite technical analyst Jordan Roy-Byrne of TheDailyGold.com has long said that he didn’t see the eventual raging bull-market in precious metals he forecasts until Gold outperforms the stock market. In recent weeks, Gold has moved nicely higher and currently sits at $1837 per oz, having plumbed the depths of the $1600s twice in March. One would be forgiven for thinking it is time for the yellow stuff to take a breather, but I just wonder…..

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Gold
PREMIUM CONTENT

The View from the Montana Log Cabin as Gold Races Ahead…..well, sort of, but I am very bullish for Year-end

After a long period of going nowhere at around $1745 per oz since late February, Gold has pushed higher. Last week it was at $1770, having reached $1777 the previous week. This week the price closed at $1831 and the effect on my portfolio of Gold stocks has been very pleasing. So, as I suggested last week, sell in May would have been a mistake. So what now? Will precious metals continue the ascent in the short term, or might there be good reason to expect a reversal?

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SQZ
SQZ
PREMIUM CONTENT

Serica Energy with plenty of news flow to come a STRONG BUY

The oil and gas market is quite hard to read at the moment, particularly when it comes to individual companies which are producing, as some have seen large share price rises whilst others barely seem to have moved despite the fundamentals appearing to be strong.

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SHG
SHG
PREMIUM CONTENT

Shanta Gold is working to increase reserves and production – speculative buy

Gold is all the rage at the moment and looks set to remain strong, even if we do see some pullbacks or it not advancing to the price levels that some are predicting. So, it is no surprise that there is so much focus at the moment on any company operating in the gold sector, either producing or even just early stage explorers. With such a big recent rise in the gold price, many miners have followed it upwards, so if you are only just getting into gold now, the trick is to try and find value, and if something does look cheap, to understand why it might be trading at a lower market cap than you would expect. One ShareProphets reader has recently asked me to take a look at Tanzanian gold producer Shanta Gold (SHG), as to him it seemed relatively cheap and he wondered if there was a good reason for it being so…

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PREMIUM CONTENT

Bidstack trading update highlights continuing high cash burn and limited revenue

The Bidstack (BIDS) saga is one which I have watched unfold but have made little comment on myself, other than thinking that the valuation that it reached was bonkers and writing as much in an article on ShareProphets last May.

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RTO
RTO
PREMIUM CONTENT

Rentokil looked expensive even before Covid-19, and far more so now - sell

Pest control and hygiene company, Rentokil Initial (RTO), wasn’t looking particularly strong even prior to the arrival of Covid-19 and was trading at a very racey valuation, in my opinion.

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GSK
GSK
PREMIUM CONTENT

GlaxoSmithKline could provide a safer haven for your cash during this market turmoil

Assuming that you aren’t just going to move entirely to cash and wait for the markets to bottom and show signs of a rebound before buying anything, there are still some options for shares to hold whilst you ride out the storm.

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HGM
HGM
PREMIUM CONTENT

Gold looks set to remain strong and Highland Gold is my favourite producer

Gold stocks seem to be very much on the radar at the moment, with the price of the yellow metal looking very strong against a back-drop of worldwide concerns over coronavirus and investors looking for a safe haven.

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PREMIUM CONTENT

A persistent seller of illiquid Pharos Energy shares is providing a buying opportunity at a knock-down price

Looking at the chart for Pharos Energy (PHAR) I wouldn’t blame you for coming to the conclusion that it is best avoided as it has been on a steady downwards trajectory for several years and with little sign of any relief.

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No justification for the huge spike in the share price of 7digital, a company that is almost certainly insolvent - sell

This week private investors seem to be very excited about shares in a company called 7digital (7DIG) and the share price has rocketed, but at this stage I’m finding it hard to see how a rise of this magnitude is justified or sustainable.

SOS
SOS
PREMIUM CONTENT

Sosandar – Trading Update is a Curate’s Egg, but a Placing is surely a certainty.

AIM-listed online Women’s wear peddler Sosandar (SOS) delivered a Christmas trading update this morning. Bearing in mind that I was previously very bullish on the company, but lost faith as management strategy appeared to change with the wind, I was fascinated to see if I was still comfortable with having sold out, or had perhaps been too much of a pessimist.

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ARB
ARB
PREMIUM CONTENT

I don't pretend to understand the technical side of Argo Blockchain, but I can see plenty of upside potential - speculative buy

At first glance Argo Blockchain (ARB) seems to be very different to the type of companies that I normally cover within the natural resources sector, but the actual economics of the business isn’t all that dissimilar.

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PREMIUM CONTENT

Central Asia Metals remains a conviction buy and will surge higher if commodity prices improve

Central Asia Metals (CAML) is a company which I have followed for a number of years, and although the share price hasn’t seen much movement during that time, anyone who has followed my previous buy tips should still have done okay from it.

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JKX
JKX
PREMIUM CONTENT

JKX has the potential to generate substantial amounts of cash flow if gas prices improve: BUY

I always find it surprising that private investors are prepared to take big risks on the drilling of oil and gas wells, yet they won’t touch certain shares due to geo political risks.

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BMN
BMN
PREMIUM CONTENT

I expect to see higher vanadium prices in the future, so Bushveld Minerals currently offers a great buying opportunity

Almost a year ago I suggested that it would be a good time to consider banking at least some profit on Bushveld Minerals (BMN), but now that the share price has almost halved since then, I believe that the shares are now back in the buy zone.  Here, in detail, is why...

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JSE
JSE
PREMIUM CONTENT

I'm finding it hard to find any reason not to invest in Jadestone Energy!

It is hard to see why the share price of Jadestone Energy (JSE) has dropped recently as there seems to be little reason for it to have done so, and on that basis it definitely deserves closer attention...

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PPC
PPC
PREMIUM CONTENT

President Energy can weather the ongoing wider economic problems in Argentina – speculative buy

President Energy (PPC) has taken a hit recently based on the fact that the bulk of its current oil and gas production comes from Argentina – but longer term that could present a buying opportunity...

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ANG
ANG
PREMIUM CONTENT

Angling Direct could have long term potential if it continues growing rapidly

The angling market is a sector that I know very well as I also work in marketing for the UK’s largest tackle manufacturer, and in the past I haven’t been convinced that the shares in Angling Direct (ANG) have offered any value for investors...

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PREMIUM CONTENT

Bidstack – I can't see value at this price

I don’t generally invest in earlier stage tech companies due to the risk of failure, but I have been following the Bidstack Group (BIDS) story with interest. I’m fully aware that early stage companies in this sector often trade at a large premium to their valuation on paper, as the value is all about future potential and growth and there are examples out there of outfits that started out as small companies before seeing their technology really take off and are now worth a fortune. But this is rare and far more fail and ultimately end up worthless.

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WEY
WEY

I find it hard to see any value in Wey Education at the current price - sell

Wey Education (WEY) suddenly seems to have become very popular and the share price has pretty much doubled in recent weeks, but I’m struggling to see what the attraction is with this company and why people would invest at this level.

ASO
ASO
PREMIUM CONTENT

Avesoro Resources is a speculative buy at the current share price

Avesoro Resources (ASO) is a good example of what can happen to a share where there is a forced seller and generally low liquidity in the trading of the shares.

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PREMIUM CONTENT

Genel Energy has great growth potential

As long as you are prepared to accept a degree of geo-political risk, then I find it very hard not to like Genel Energy (GENL) at the current share price.

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PREMIUM CONTENT

I'm not surprised to see the EVR Holdings share price drop and would continue to avoid it

Last week I wrote a piece here about how I expected the market to react badly when EVR Holdings (EVRH) released its final results for 2018, so I wasn’t surprised to see a drop of around 25% in the share price when that news subsequently came.

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I'm expecting a negative reaction to the EVR Holdings final results

EVR Holdings (EVRH) was once a favourite of PIs as its share price soared and it raised around £20 million of capital from institutional investors, but since it was trading at its peak interest seems to have waned and the share price has dropped back a long way.

Bull

Why I'm Buying more than Selling in these Dodgy Dangerous Days.

Hello, Share Screamers. There are City analysts who say that shares are cheap now and can only go up. There are others, like talented Shareprophets writer David Scott who say they can only topple as yet unappreciated global headwinds blow in. But what’s the real story?

Unfounded Brexit Fears Stalemate Shares Unfairly, but There Are Many Other Headwinds Out There

Hello Share Cringers. They tell us that 90% per cent of our worries never materialise. This could be the case with all those Brexit fears. And it seems that the Big City agrees. Because despite all the cynicism, share prices are holding up remarkably well. But there are some headwinds that are now’t to do with Brexit.

PREMIUM CONTENT

Atalaya remains a buy after recent updates

If you want exposure to copper and are looking to invest in an earlier stage outfit that is already in production, then your choice of UK listed companies is actually fairly limited. The majority are either still at the exploration/development phase, or are large FTSE listed miners, and in many cases copper is just one of many metals that are being produced, with the odd exception...

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SOS
SOS
PREMIUM CONTENT

Sosandar – FY trading update “in line with market expectations” but I'm holding on to my free shares

AIM-listed Sosandar (SOS) has announced a full year trading update. On the surface, a rise in revenues to £4.4 million, up 228%, looks good but the statement is a bit vague and I fear that growth has slowed down somewhat, though it is still very impressive.

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AAZ
AAZ
PREMIUM CONTENT

Anglo Asian Mining looks to have the potential to grow into a mid-tier producer - long term buy and hold

Gold, silver and copper are all metals that I am bullish on at the moment, so Azerbaijani miner Anglo Asian Mining (AAZ) fits the bill perfectly in covering all three of those.

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ZOO
ZOO

What do Zoo, the Crown Jewels, the Chinese and the Scarlet Claw All Have in Common?

Hello, Share Pals. I’ve been looking at an old Basil Rathbone Sherlock Holmes classic called the Scarlet Claw. It reminds me somehow of the tax return I should be filling in before the January 31st deadline. I hope you’ve done yours.

KAZ
KAZ
PREMIUM CONTENT

KAZ Minerals has the potential to become a copper mining giant in the future

After a strong performance during the first half of 2018, copper has been weak and is currently trading at close to its lowest levels since mid-2017. Having hit peaks of more than $7,200/t last June it is now around the $6,000/t area, and although an improvement on the $5,800/t level it started the year at, I would hardly call this slight resurgence a proper bounce just yet. But I do think that is going to come as the metal is too important to stay at these levels for long, especially in light of the fact that many analysts are forecasting a supply deficit in the coming years due to the increasing use of the metal – as I’ve mentioned in the past, electric vehicles will be a factor and use far more wiring than the cars that are currently in common use...

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HGM
HGM

Highland Gold will shine if gold shows continued strength

Gold has been showing signs of strength of late and moving forwards into 2019 I would definitely be looking to have some in your portfolio, with an equity position in a gold producer being the best option.

PREMIUM CONTENT

Koovs remains highly speculative at this stage

Indian fashion retailer Koovs (KOOV) has just released its interim results and they don’t look pretty, but to be fair to the company that was largely expected.

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RBG
RBG
PREMIUM CONTENT

Revolution Bars Group has long term potential despite the current blip in performance

Revolution Bars Group (RBG) is a company that caught my eye a while back, but at the time it was for the wrong reasons as I’d noticed that the share price seemed to be on a steady downwards trajectory. In terms of this, nothing has really changed and it has been making new lows around the 100p area, losing around a third of its value in the past year – which included a brief spike to around 175p in January. This is one where there could be an argument for waiting for the trend to turn positive, if indeed it does from here, but with the market cap back around the £50 million level I can see value in buying here...

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SOS
SOS
PREMIUM CONTENT

Sosandar – I might be in a minority of one, but….

I think we all agree that AIM-listed Sosandar (SOS) is a “good” rather than a “bad” company here on ShareProphets, it is just the valuation which some (quite understandably) question. The company filed its interims on Wednesday and I have to say that overall I was pretty pleased, although the cashburn might be a worry.

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BMN
BMN
PREMIUM CONTENT

Banking some profit on Bushveld Minerals is prudent - but I think it still has further to go

Bushveld Minerals (BMN) has turned out to be my best performing mining tip ever and shows that it is possible for a small AIM outfit to become a successful producer.

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CNE
CNE
PREMIUM CONTENT

Cairn Energy will see rapid production growth in the coming years - buy

A brief look at Cairn Energy (CNE) would leave many wondering how on earth the company can be worth its current market cap of more than £1.15 billion. Especially when you consider that although it is an oil producer, in H1 2018 it only averaged 14,400boepd, and there are many others on the market producing those sort of quantities with much lower market valuations. What you would be missing though is the fact that this company has huge future growth potential, both from increased production from its existing Kracken and Catcher operations in the North Sea, but far more importantly from the future development of the SNE field in Senegal and Nova in Norway.

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PREMIUM CONTENT

Why Angling Direct is very different to Fishing Republic - but I'd still avoid it

During the last couple of years we have seen two retailers from the angling market float on the market, and their fortunes have taken very different directions.

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PREMIUM CONTENT

Lionsgold slung off AIM - what does it mean for shareholders?

I would imagine that most Lionsgold (LION) holders were somewhat less than impressed when news came at the end of last week that its shares were being cancelled.

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SIA
SIA
PREMIUM CONTENT

I find it hard to understand why SOCO International is so cheap - buy

Sometimes it is hard to fathom why a company with strong fundamentals continues to be unloved by the market, and for me that is very much the case with SOCO International (SIA) at the moment, and has been for some time now. Lately the share price has slipped and is now trading at around the 88p level, and whilst it has bounced around 10% from the recent low of 80p that we saw, it still seems incredibly cheap at a market cap of just over £300 million, especially when you consider the current strength in oil prices.

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SOS
SOS
PREMIUM CONTENT

Sosandar – a pissed-off bull speaks!

I continue to hold a small parcel of shares in AIM-listed Sosandar. I had been hoping to offload a few more at 50p but in the wake of a placing at 32p and the market sell-off that seems somewhat optimistic for some time to come. Tom Winnifrith sold all his shares some time ago and has commented on the update from the company and the placing at 32p HERE and HERE. So I thought I would throw my 2p worth in as well.

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Fake_News

My 'Northern Offensive', Non-Scientific View of Why Shares Will Continue to Rise for Some Time Yet.

Hello, Share Riders. My very recent 'northern offensive' to the Scandinavian countries and Russia has strengthened my happy suspicion that the world economy is forging ahead. And if the world’s GDP is growing, so will global share prices. And that surge will drag up British stocks, even if our own economic growth continues to be dire. TW Note: stop reading the fecking Guardian, the UK economy is still growing at a rate most European countries would envy. No more fake news please.

TMO
TMO
PREMIUM CONTENT

Why I would short Time Out Group

Time Out Group (TMO) is a name that most people will be familiar with, as many of you will have used it when travelling around the world to make the most of wherever you are staying, and to discover local attractions and restaurants.

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RRE
RRE
PREMIUM CONTENT

Rockrose continues to impress with its rapid expansion - buy

With oil prices remaining buoyant and this trend looking likely to continue going forwards, there are still plenty of opportunities to invest in companies in this sector.

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SOS
SOS
PREMIUM CONTENT

Sosandar – AGM statement offers no numbers but plenty of encouragement

AIM-listed online ladies clothing purveyor Sosandar (SOS) had its AGM today and offered a few nuggets of information which suggest that things are pretty much on track with management expectations. Since we already know that management is “very comfortable” with the forecast numbers offered by house broker Shore Capital (I would translate that as meaning easy to beat!) and we know those numbers (see HERE). So that looks pretty positive. Mind you, we were not offered actual numbers for summer trading as the Adam Reynolds computer keyboard struck again!

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PREMIUM CONTENT

Atalya offers good exposure to copper plus has plenty of growth potential

Spanish copper miner Atalya Mining (ATYM) has seen its share price drop back recently, but then the situation has been similar on most producers in this sector and has come as a result of weakness in the commodity price rather than anything company specific.

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PCF
PCF

The Bank that's Bashing Ahead with a Growing Bank of Customers

Hello, Share Rippers. I stick by my general support of High Street banks, believing they’ll claw back at least some of their slashed share prices over the last ten years. But if you’re still smarting over your bank disasters and simply don't trust your dough to them, you might have a look at the much smaller challenger banks.

SOS
SOS
PREMIUM CONTENT

Sosandar – in two minds as we approach the AGM

Shareholders in AIM-listed Adam Reynolds stable Sosandar (SOS) have an AGM to look forward to next Tuesday, and I am very hopeful that a trading update will accompany proceedings. At the last count the company reported quarter on quarter growth of 70-odd percent – a remarkable achievement, even for a near start-up. The market is clearly hoping for more of the same, although I’m not sure that rate of growth will have been repeated over the summer holidays. But it has been growing like mad – and we loyal shareholders have done very well.

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Crash
PREMIUM CONTENT

I'm a fan of the Aston Martin brand but won't be tempted by the IPO

I’m a big fan of Aston Martin cars and it is one of the most famous brands from the UK, but I can’t see myself rushing to buy shares when the IPO takes place in early October. More details on exactly how the floatation will be structured should become available when the car maker publishes a prospectus around September 20, but it is expected that it will be seeking a valuation of around £5 billion.

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PREMIUM CONTENT

EVR Holdings - a long way from justifying its current valuation?

It isn’t unusual for tech stocks to trade at a very large premium to the actual fundamentals in the early days as value is largely based upon the growth potential, but at some point they have to start showing that they are going to be able to justify the valuation being placed upon them.

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MOS
MOS
PREMIUM CONTENT

Hard to see a road to recovery for Mobile Streams

The share price of Mobile Streams (MOS) has pretty much halved since I recently covered it as one to avoid at all costs, but despite that drop I still see no value in any investment here.

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SOS
SOS

Long, wrong and deliriously happy - Sosandar still cheap!

I called AIM-listed Sosandar a buy at 13p, moved to hold at 20p and suggested taking a slice of money off the table at 25p (I got over 27p). I still hold a shade over 75% of my holding so I’m still long, but the shares have moved up further to close yesterday at 32.7p, having peaked at 34.7p. So perhaps I was wrong to be such a coward and cash in so quickly. But I am deliriously happy, with a good chunk of my original stake banked, a whopping profit on the rest and seemingly plenty more to come.

Malcolm-Sax-Machine

How British Shareholders Will Benefit as the USA Shoots Itself in the Foot

Hello Share Scoopers. There’s been scary talk about the effect of US trade sanctions on British shares. The Chinese are adding fuel to this fire by claiming the tariffs on them will affect the whole world. Well, they will. But in a good way. If the Chinese and other nations which are being targeted by Big Donald cannot buy American goods without their costing a lot more, than they will buy stuff from other places. 

SOS
SOS
PREMIUM CONTENT

Sosandar – I have changed my view, I am not a bear any more

I started to soften my view on Sosandar (SOS) back in April having seen the founders at the UK Investor Show but thought I would formally update my position on this following yesterday’s results, as my name and “view” gets bandied around in connection with it. In summary, I am no longer a bear.

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Koovs burns cash at an alarming rate but fails to translate it into significant growth - sell

Indian online fashion retailer Koovs (KOOV) is a company that I have kept an eye on as some were tipping it to be the next Asos, but I have always been far more bearish on the chances of that actually happening!

ASO
ASO
PREMIUM CONTENT

Avesoro Resources - strong performance is set to continue: the shares are a buy

It often pays to be wary of companies that haven’t lived up to expectations in the past, but there are exceptions to that if the company fundamentally changes, especially if conditions in the market in which it operates also improves at the same time. 

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AIR
AIR
PREMIUM CONTENT

Air Partner will recover from its accounting problems - buy

The market doesn’t respond well to any announcements of accounting problems, and the share price of any company releasing such news tends to get hammered. In some cases the resulting drop is justified, but there are also plenty of occasions where there appears to have been a massive over-reaction and that can present a buying opportunity, as long as the underlying fundamentals of the business haven’t changed and it is just a one-off error or omission that won’t negatively impact the company going forwards.

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MOS
MOS
PREMIUM CONTENT

Mobile Streams faces an uphill battle - just to avoid bankruptcy

Mobile Streams (MOS) appears to be yet another AIM company where it is hard to see it ever actually returning any money to investors, and whilst it certainly isn’t unique in that regard, I do have to wonder how long it can keep going for before the ability to raise funds finally dries up.

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New ESMA regulations are likely to have a negative impact on Plus500

CFD trading platform Plus500 (PLUS) has had a very strong start to the year and its share price has risen by around 90% off of the back of a strong trading performance, but I would definitely question whether that is set to continue going forwards due to some regulatory changes which are about to come into effect.

SOS
SOS

Sosandar – UK Investor Show tip update: still a BUY

AIM-listed Adam Reynolds float Sosandar (SOS) has been having quite a ride since I first commented on it following this year’s UK Investor Show at 12p to buy and tipped it at 13p – they are now up to 19p to buy so I guess that’s a 50% profit. I bought in at just over 15p and nabbed a small handful more on Friday at 18.46p.

Brave Bison is likely to get slaughtered

In recent times we have seen some crazy rises off of the back of RNS Reach announcements, and the latest in the list is digital media publisher Brave Bison Group (BBSN).

Ocado valuation continues to reach even crazier heights

Ocado (OCDO) has seen a significant rise in its share price in recent weeks and seems to have gained upwards momentum, but I would question how long that will last and still see it as very expensive at this point in time.

SOS
SOS

Sosandar – UK Investor Show Tip Update, Trading update and a couple of numbers: still a BUY

AIM-listed online women’s clothing play Sosandar (SOS) from the Adam Reynolds stable has announced its trading update for y/e 31 March 2018. This was my pick of the companies I saw and chatted to at the UK Investor Show, and so far the shares have performed admirably. Now it has produced a cracker of a trading update and I still rate the shares a buy, but it certainly is not a “widows and orphans” stock!

IDP
IDP

Hard to see value in InnovaDerma at the current share price

Whenever a company doubles in share price in a short space of time it tends to get my attention, and I look for reasons that justify such a sudden increase.

HUM
HUM

Hummingbird Resources commences commercial gold production - buy

There is fairly limited choice when it comes to UK listed gold producers, so it is good to see another option in the form of Hummingbird Resources (HUM), which has just declared that commercial production has commenced at its Yanfolila mine.

Pelatro: Cracking contract win for my tip of the year

Pelatro (PTRO) was my most recent conviction BUY, when it came to market at 62.5p last December. Still early days but a hugely material contract win announced this morning provides further encouragement in advance of maiden results due out on 1 May.

ASO
ASO

Why does Avesoro Resources look so cheap on paper?

West African gold miner Avesoro Resources (ASO) hadn’t been performing as well as investors had hoped since it started production, but things finally seem to all be coming together now.

Over-reaction to sanctions against Russia offers a buying opportunity in Polymetal International

Sudden large drops in share price as a result of a knee-jerk reactions to political world events can present great buying opportunities at times, and I certainly believe that to be the case with the falls we have just seen in the value of many companies with operations in Russia.

Malcolm-On-Motorcycle

The Big Show, the Big Website, Don't You Need Both to Navigate this Year's Scary Share Market?

Hello Share Smoothers. There's only a couple of weeks to go to probably the greatest share show on earth at Westminster. And if you haven't got your ticket yet, I humbly urge you get down to it, as there are only a few left. It's as if those folk who thought they'd save £1.50p a week by not subscribing to this tremendous website, think they can make up for their lack of vital info by charging down to London for one day's superb instruction at the UK Investor Show.

Amerisur Resources can turn its fortunes around and has an exciting year ahead

Amerisur Resources (AMER) has certainly failed to live up to the expectations of its investors and the share price has been in a downward spiral for several years now.

Despite the name change to Maistro, blur looks set to continue to perform badly!

Despite changing its name from blur Group (BLUR) to Maistro (MAIS) at the start of the year, it is hard to see much of a change when it comes to the fortunes of the company. Basically, it offers businesses a platform for the procurement of business services, including marketing and human resources, and on its website it boasts that it has been in the business for over a decade. With that in mind, it doesn’t exactly look great that the company is still racking up heavy losses each year, and looks like it is going to continue doing so for the foreseeable future.

MRS
MRS

Management Resource Solutions continues to turnaround the business

Occasionally a company which looks dead and buried does actually manage to turn things around, and I’m starting to wonder if that will be the case with Management Resource Solutions (MRS).

Even at the current lows it is hard to see value in the People's Operator

The People’s Operator (TPOP) is one of those AIM companies where it is hard to see how it will survive in the longer term, and unless things somehow alter dramatically, the recent changes will only delay the inevitable.

It is easy to see why Ocado is heavily shorted

It isn’t hard to see why shopping delivery firm Ocado (OCDO) is one of the most shorted shares on the market, given its current valuation.

Can TalkTalk turn things around?

TalkTalk Telecom Group (TALK) has been having a torrid time recently and has pretty much seen its share price halved since the start of November. It has posted some disappointing results, and given that the slide in share price started just prior to the release of the interims around three months ago, it would seem that such figures weren’t entirely unexpected.

Bull

A Few More Big Reasons Why We Shouldn't Fear the Present Crash.

Hello, Share Changers. I know a lot of you worry about this Wall Street mini-crash. But your fears are probably unfounded. We’ve had a bull market lasting eight years. A correction was necessary. But it’s not been as bad as some writers on this magnificent website have been predicting. Neither will the big sell-off last.

HYR
HYR

Can Hydrodec live up to its potential?

Often it is wise to exercise caution when there has been a big rise in share price on the smaller AIM outfits, but that isn’t always the case and sometimes the fortunes of the company genuinely have improved significantly.

Malcolm-Sax-Machine

Blighty is Losing the Fight Against Most of the World. But that Doesn't Matter.

Hello Share Chewers. If your portfolio is anything like mine, you’ll be laughing all the way to the bank. All those years of waiting for things to really pick up, after the crash of 2008, are at last bearing fruit. The Footsie has been breaking records for days now. And, if you’ve wisely spread your eggs around loads of baskets, you will be well up. 

CyanConnode seems incapable of converting orders into revenue and profit

Often when it comes to AIM companies investors get far too fixated on revenue and orderbooks, and forget that in reality it all comes down to the bottom line and the actual net profit that the company is either already making, or is likely to make.

Looking for a Key Player in a Fast-Growing 2018 Market? Try the Cyber Men.

Hello, Share Tramplers. Companies, both big and small, will turn their thoughts in 2018 to protecting their customers' details. There was a lot of hacking by crooks this year and it costs firms dearly if private details are pinched. Therefore, companies which produce cyber safeguards against on-line identity theft are likely to make even better profits now.

MIN
MIN

Minoan – no early Christmas gifts, but a good trading statement with lots to look forward to

AIM-listed Minoan MIN) has issued a Trading & Financing Statement at 1.41pm. Happily, it does not look like a howler - good news there! Sadly there is no deal involving Cavo Sidero  - we will have to wait a bit longer for that. But we do get an update on its loan to Hillside and on trading at its travel agency, and we are told the preliminary results are expected to be in line with market expectation.

Polymetal looks a great buy at the current price

Some investors avoid companies which operate in Russia and the surrounding area, but I believe that they are missing out if they take this approach with Polymetal International (POLY). The FTSE-250 precious metals miner has operations in Russia, Kazakhstan and Armenia and ever since listing has been returning cash to investors via dividends, and from the current share price of around 849p, I can see plenty of scope for capital appreciation as well.

GSK
GSK

Concerns over future dividends offer a good buying opportunity in GlaxoSmithKline

The big pharmaceutical companies have traditionally been a fairly safe bet for a steady source of income over the years, and through the peaks and troughs in the markets.

BT
BT

BT Group could still prove to be a great recovery play

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

CityFibre is yet to prove that it can be profitable

CityFibre (CITY) is one of those companies where I really struggle to see how the market cap is justified, even allowing for future potential and growth prospects. I covered the company bearishly around a year ago when two of the directors offloaded some of their shares when the price was 63p – albeit that they didn’t hold many of them anyway.

Growth rates are failing to support the Gfinity market valuation

Unfortunately a lot of early stage media and technology companies can look to have huge potential but then fail to really live up to expectations, and I think that has definitely been the case with Gfinity (GFIN).

Central Asia Metals is probably the most under-valued commodity play on the market!

There are times when a large background seller can present a good buying opportunity, and an institutional investor offloading shares isn’t always a sign that the company is failing to perform.

It's time to consider banking some profit on Dotdigital

Even with shares which have exhibited steady share price growth over a period of years there comes a time when you have to consider selling up and moving on, especially in cases where the market valuation looks to be ahead of the financials.

Entu equity holders face wipe out - yet some PIs continue to buy!

Over the years I’ve watched the dying stages of a number of companies with interest, and in many cases you see a similar pattern in terms of share price movement.

WGB
WGB

Walker Greenbank – “pleased to announce” half-year trading update, are the shares a buy?

Luxury interior furnishings company Walker Greenbank (WGB) “is pleased to announce its pre-close trading update for the six months ended 31 July 2017” - with this commencing with that brand sales “were up 35.6% in reportable currency compared with the same period last year”. Sounds good, so why are the shares currently sliding back slightly?...

ANG
ANG

Fishing retailer Angling Direct lists on AIM - but does it offer value?

Following the successful floatation of Fishing Republic (FISH) a couple of years back, it was only a matter of time before one of the other large fishing tackle retailers followed the same route, and we’ve just seen Angling Direct (ANG) list on the AIM market.

CRL
CRL

One of My Most Tipped Shares, Creightons is now a more than 30-bagger. And that's Not a Typo.

Hello Share Smatterers. If anyone ever berates you for risking your money on penny shares, you might want to tell them the following tale.

The People's Operator burns through cash at an astonishing rate

The People’s Operator (TPOP) was once a favourite with private investors but its share price has taken a tumble since the latter part of 2016. However, I believe that it is still well over-priced at its current level.

Fishing Republic: Impressive growth but still looks expensive

Fishing Republic (FISH) is a company that I have been keeping a close eye on ever since it first listed on AIM back in June 2015 and, although I find it hard to see value at the current market cap, it is showing signs that it could grow into it.

SND
SND

Sanderson Group is showing steady growth

I always seem to come away from the UK Investor Show having found at least a couple of companies which I had never looked at previously piquing my interest, and this year’s event was no exception.

Well done Fevertree I was wrong - but i struggle even more to see value at this price

Fevertree Drinks (FEVR) is a company that I have admittedly been wrong about in the past – I like the product and way the business has grown, but thought the valuation was crazy!

LGT
LGT

Lighthouse Group – contract renewal ahead of results announcement, good value?

A contract announcement from national financial advisory group Lighthouse (LGT) sees me catch-up on progress of this former tip – we having banked more than 50%, less than 6 month, gains on the shares at 14p following an offer approach a bit less than a year ago

GSK
GSK

This Big British Pharma is Set to Grow as our Health Slumps

Hello Share Punchers. I’ve just heard on the BBC more woes facing British hospitals. It does seem that most of them now have no slack and routine operations keep being put off, with nowhere to send many patients once beyond the surgeon’s knife.

BT
BT

BT accounting problems present a buying opportunity

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

I remain bearish on Purplebricks going into 2017

So far I have been wrong about Purplebricks (PURP), but despite that I still view it as over-valued at the moment.

It's Not the Chattanooga Choo Choo, but It Is a Choo and It's on Track

Hello Share Mashers. To my cost most of the time, I am drawn to buy shares in companies which have eye-catching names. For example, I remember with regret my ill-fated investment in a cartoon maker called Sleepy Kids. Which makes me a little wary of commending to you an outfit called Jimmy Choo (CHOO.L) However it has a few points in its favour to make it worth a look on grounds other than monicker bias.

AVS
AVS

InterQuest & Avesco – share tip of the year updates

Since previously updating on my share tips of the year last month – see HERE, both have had significant news…

Audioboom growth rate is too slow and cash burn too high

Often it can be hard to value companies in the media sector, and at times quite a lot of future revenue potential is being factored into the current share price and the rate of growth plays a big part in that.

RedstoneConnect – restructuring completed, now to deliver on “exciting” growth potential?

RedstoneConnect (REDS, formerly Coms) has announced an early lease exit, emphasising “not only does it remove the cash drain associated with this lease, it also allows us to focus entirely on our profitable RedstoneConnect business, unencumbered by legacy issues". The following updates, with the shares currently more than 8% higher, at 1.675p, in response...

ALD
ALD

Aldermore Seems Oversold and Could Give You More

Hello Share Chimps. If you are a saver, the latest drop in interest rates is a bummer. How can you achieve anything like decent returns for your cash? Spend it on shares, of course. While you get nothing from your ordinary savings, you can still get up to 6% and even more by holding the right stock.

Uncle Tom Thinks I'm Wrong. But He's Not Right.

Hello Share Twiners. If I am an optimistic bull as far as shares are concerned, then at least I am sometimes right. The current elevation of the Footsie, as it approaches 7,000 again, bears me out. Those who predicted a suicidal Footsie after Brexit were wrong. Many shares are simply blistering ahead, and show no reals signs of fizzling out. Yet Uncle Tom has just said in his bearcast that I am plain wrong to be so bullish.

DPP
DPP

DP Poland – trading update emphasises “confidence”, but what about valuation?

Last commenting on the company with the exclusive right to Domino's Pizza stores in Poland, DP Poland (DPP), I was sceptical of the valuation (and management greed). However, a “Trading Statement” announcement today sees the shares further higher. Hmmm…

GYM
GYM

The Gym Group - Limbering Up and Rolling Out

The Gym Group (GYM), the low-cost gym operator currently rolling out across the UK, has issued a strong trading update this morning which shows forward momentum continuing and providing further fuel for the growth thesis here.

I'm totally baffled by the current Koovs valuation!

Online fashion retailer Koovs PLC (KOOV) is one of those companies where the market valuation continues to baffle me, and I can’t see any reason currently why the share price should be anywhere near as high as it is.

DIS
DIS

Distil still offers longterm potential and is a buy

Distil (DIS) was one of my tips for 2016 on ShareProphets, and the share price has performed very well so far this year, up 20% or so. The shares are now 1.15p mid. They will go far higher.

VLE
VLE

Volvere – A Great Investment Company at a Discount

The turnaround and growth investment company Volvere (VLE) has issued its preliminary results for the year ending December 2015, showing a huge jump in NAV per share following a successful divestment. NAV per share is up 32% to 569p, so that even after today’s share price rise it is trading at a 14% discount to NAV.

EZJ
EZJ

easyJet will continue to see strong growth in the future

Shares in a number of companies in the airlines sector are looking quite appealing at the current levels that they are trading at, and for me EasyJet (EZJ) falls into that category.

Synety Group – contract win, “a resounding endorsement for our technology”?

Integrator of telephony systems into existing software, Synety Group (SNTY) has announced what its CEO, Simon Cleaver, considers “a resounding endorsement for our technology”. The shares have though currently responded just 1.4% higher to 72.5p. Hmmm…

Buy Dunelm

Hello Share Mongers. My house is furnished with vintage stuff. This is because my past was more enjoyable than my future. And I like to be reminded of when I was a young blade. So I feel a bit unwell whenever my wife approaches Ikea with her credit card in hand. Actually, it’s my credit card, which makes it worse.

Buy Standard Chartered for longer term recovery

Banks have had a torrid time over the past few years, and few have been hit quite so hard as Standard Chartered (STAN), but this could present a longer term buying opportunity.

JE
JE

Just Eat looks too expensive - avoid!

With some businesses you need to include a fair bit of value for high growth rates, but in the case of Just Eat (JE.) I think it is currently over-valued.

TEP
TEP

Telecom Plus – Top Broker says “Underperform” but misses critical points

Yesterday I wondered why shares in fully listed Telecom Plus (TEP) had been dropping, and turned up a few nuggets in its interim statement and, of greater concern, a new £150 million loan facility on the Companies House website. Were these the cause of the drop since the turn of the year? Well perhaps not, for into my inbox has dropped an “underperform” note from top analysts RBS Capital Markets.

Newsboy

2016 growth policies and how a mega El Nino might impact economies

The latest Financial Orbit Speaks reviews 2016 growth rates & policies, sentiment insights, the reason we need to be thankful to China and what we should think about a mega El Nino. 

Fishing Republic; targeting future growth - one to buy and hold

Fishing Republic (FISH) is a company that I’ve been following with interest, and yesterday it announced its maiden half yearly results since listing on AIM on June 4 this year.

That Sassy Selfie Set-Up Still Presents a Perky Picture.

Hello Share  Swappers. There is a stagnant feel to the markets this happy July. Nothing seems to be moving very much, held back by the traders' summer hols, China and, to a lessening extent, Greece. But there are always some bunnies which are still running north. And if a share is sailing ahead, even in these stormy days, then it must have a lot going for it. One such perky stock is Photome (PHTM) the company which runs those little boxes that take selfies in railway and bus stations etc.

Goals Soccer Centres – interim results, company on the right foot?

Shares in Goals Soccer Centres (GOAL) currently trade 4% higher today, at 221p, on the back of its results for the first half of the 2014 calendar year and with the company “confident in meeting its financial expectations for the current financial year and delivering long term value to its shareholders”. I update in the following having, at 192.5p, identified potential value in the shares early this year.

Shipping

Encouraging bump in the Baltic Dry

Over the last three weeks, the Baltic Dry Index has spiked nicely higher. Currently reading at 1,147, this is still short of the 1,600 level associated with reasonable global growth, but is a market improvement on the 750 level recorded in late July. Could this improvement be a sign of better things to come for mining stocks?

TCY
TCY

Telecity: changing the CEO is not a disaster

The post bank holiday cobwebs were well and truly blown away by this morning’s Telecity (TCY) regulatory statement innocuously titled ‘Board Change’.  No third level non-executive director shuffling his range of fee paying obligations…no, this was a big one: the resignation of the CEO. 

Shipping

Baltic Dry Index waves a red warning flag

Over the last few days, I’ve written a series of pieces identifying potential points to go long the Dow, FTSE100 and German DAX. Further selling yesterday afternoon and evening has pulled the three indices closer to my targets. However, it is another index which is flashing a warning sign that all is not well with the story of global growth; the Baltic Dry Index.

CBG
CBG

Close Brothers at 1,285p, buy the recent weakness

Close Brothers (CBG) the small City banking, jobber (in smaller cap. shares under the Winterflood banner) and investment manager has just produced it close season trading statement, which surprised and pleased the market. In recent months the shares have been trading down; probably on the basis that that competition was increasing with the return of the poisoned legacy banks to more lending (e.g. RBS) and the growth of new lenders giving the UK banking a greater, more diverse and competitive market. The share price, last seen, was 1302p having come down from the last twelve month peak of 1503p, Over the year the share price rose 23% against the FTSE 100 Index rise of only 3.1%. After a period in the doldrums when the shares underperformed a sluggish market (up only 2% in the last six months) the share price is now perking up again.  

Stock-Chart-(Generic)

The Two Reasons Why Shares Are Stagnating Will Vanish Soon.

Hello Share Smiths. There are a lot of dark predictions going around. Everybody seems to expect share prices to tumble. Our Uncle Tom Winnifrith is among the gloomy brigade. He thinks shares are overvalued. But I think all these dire expectations are being overdone.

RCI
RCI

Doc Holiday: Rapid Cloud – a speculative buy

Rapid Cloud (RCI) came to market back in 2013 and IPO'd at 54p. The business was formed back in 1999 so was hardly a start up and therefore a punt operation. Specialising in web development services, I explain below why I view this company as a speculative buy.

Stock-Chart-(Generic)

Growth, an Overcrowded Island and the Huge Boost to Our Shares.

Hello Share Tweakers: According to the latest figures, growth in Britain is up by another 0.8%. It doesn't sound much, does it? But growth is so tiny usually, that the latest improvement is not minor at all. The happy fact is that Blighty's GDP is rising faster than anyone expected. It is now higher than before that infamous Credit Crunch in 2007-8. That is going some.

WSG
WSG

Westminster Group has huge growth potential

Westminster Group (WSG) is one of those companies that is yet to live up to its potential, but the right piece of news could change all of that. The company provides security services to various governments and private organisations across the world and is currently represented in 48 countries.

Inmarsat Is No Waste of Space.

Hello Share Mashers: Inmarsat (ISAT) is a great British space-age techno company – but not as we know it, Jim. You may recall lots in the news about Inmarsat earlier this year. They were the ones who were looking for bits of wrecked plane in that big missing aircraft tragedy.

Pound-Sterling

Pond life: Robert Sutherland Smith’s macro viewpoint.

What we want is a lower pound dollar and Euro exchange to stimulate growth and investment. Goods and services purchased by overseas people who are not borrowing from UK Banks to finance it. But then the UK economy is a bit of a mystery at the moment. Entirely appropriate for the land that gave birth to the Arthurian legend of the Wizard Merlin

Stock-Chart-(Generic)

Growth - and Share Prices - Will Escalate All Over Europe.

Hello Share Gang: The official UK growth figures are currently good. They took the government and most people in the Big City by surprise. They didn't surprise me. Growth is a snowball. Once it gets going it grows bigger faster than expected every time.

BP
BP

Shares Slide – But Not for Long as Growth Won't be Denied.

Hello Shares Peekers: I'm beginning to wonder if that old cliché about 'Going away in May and coming back on Leger day' is true, after all. For the last few months, we've been given a few false dawns in the long awaited bid to blast the old record of 6,900 or thereabouts. Now it seems shares are really retreating.

New-Issue

The latest issue of Financial Orbit Highlights is out - download June 2014 issue here

Time really does just fly past.  It has been about a couple of months since my last Highlights publication – apologies for that – but the ever expanding range of activities under the Financial Orbit banner has kept me very busy.  The good news is that new articles have been appearing on www.financialorbit.com every day despite the busy schedule…and the even better news is that I am looking to augment this with a restyled highlights piece each Saturday of four or five pages in length (of which this is the first one).

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