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Keyword results: share tip

ING
ING
PREMIUM CONTENT

Ingenta – swift gains from our September share tip of the month, bank profits?

We recommended shares in provider of software and services to the publishing industry Ingenta (ING) as our September tip of the month at a 93p offer price. They have now reached a 130p bid price.

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AAU
AAU
PREMIUM CONTENT

Ariana Resources – Tavsan JORC Resource increase and more to come?

Ariana Resources (AAU) has announced “a tremendous enhancement for Tavsan, as construction continues on site” as this project is further progressed as a second 23.5% interest gold mining operation here.

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DVO
DVO
PREMIUM CONTENT

Devro – recommended offer, now a little more than 2 months, near 71% gain!

September-recommended at a 180p offer price manufacturer of collagen products for the food industry Devro (DVO) has issued an update including that “current trading and the full year outlook are slightly ahead of the board's expectations, underpinned by a robust performance and foreign exchange tailwinds”… but, more significantly, has also announced a recommended offer... at 316.1p per share!

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PREMIUM CONTENT

Carr's Group – audit delay, shares set for short suspension but trading “has continued to perform strongly” BUY

Speciality agriculture and engineering group Carr's (CARR) has issued an update including that “the expected completion date for the group's audit and publication of the group's FY22 audited results is now mid-January 2023, later than the 3 January 2023 deadline required” but that it “has continued to perform strongly”, so what’s going on?

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SHG
SHG

Shanta Gold – a recovery BUY!

Shanta Gold (SHG) has recently announced that “after further engagement and having taken advice from its financial advisors, the board has concluded that there is no merit in continuing discussions with Shandong and Chaarat, which both parties have accepted”. That ended current bid talks and sees the shares currently down to a 10.5p offer price. However, the company added that it is now “focused on optimising and growing its quality portfolio to continue to deliver long-term sustainable returns for shareholders with a number of value catalysts in train for 2023”. We consider that they can re-spark these shares back to the 16p+ of last year.

JLP
JLP
PREMIUM CONTENT

Jubilee Metals – Zambia copper and cobalt “key milestones”, Buy

Jubilee Metals (JLP) has noted “key milestones achieved in its southern copper and cobalt operations in Zambia” and that, with these, for its prospective northern operations it “expects to receive the final recommendation on capacities from its design teams by mid-January 2023… look forward to updating shareholders in this regard”. So what are the milestones and how significant are they?

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SYS
SYS
PREMIUM CONTENT

SysGroup – interims add further to recent winning share tip

Managed IT services, cyber security and cloud hosting company SysGroup (SYS) has announced results for its half-year ended 30th September 2022 and that “trading for the second half has continued with positive momentum and the board is therefore confident in meeting its full year expectations”. So what’s the detail here?

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PREMIUM CONTENT

OptiBiotix Health – after update from management, we continue to look for 100p+ for shareholders ahead

On developer of “compounds to tackle obesity, cardiovascular disease and diabetes”, OptiBiotix Health (OPTI) we’ve previously noted ‘some delays in delivery but a sales recovery Buy’ – including with “product launches by Apollo Pharmacies in India and restocking by some partners with sales normalising… as in previous years, there was no contribution in this period from licence or royalty payments which tend to be received in the second half”. We’ve since again spoken to CEO Steve O'Hara.

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BMV
BMV
PREMIUM CONTENT

Bluebird Merchant Ventures – South Korea and Philippines updates, catalysts imminent, shares could easily more than double from 2p

Bluebird Merchant Ventures (BMV) has issued an update after a management trip to South Korea and having also further progressed local partner negotiations in the Philippines.

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WYN
WYN
PREMIUM CONTENT

Wynnstay – acquisition to add to “ahead of market forecasts” momentum?

Agricultural supplies group Wynnstay (WYN) has announced an acquisition for an initial £1.4 million and up to £1.5 million, which it emphasises fulfills “multiple” criteria.

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PREMIUM CONTENT

Kefi Gold & Copper – updated Tulu Kapi project finance plan “agreed”, Good news?

Kefi Gold & Copper (KEFI) states that it “is pleased to announce that the updated US$320 million Tulu Kapi gold project costings and finance plan has now been agreed by all the Tulu Kapi syndicate lead contractors, investors and lenders. It is currently being processed for final reviews and entry into definitive documentation to be signed as soon as possible, with the expectation to achieve this next month”. Is this though what was expected at this point?

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PREMIUM CONTENT

OptiBiotix Health – strategy and future plans update presentation and CEO chat

OptiBiotix Health (OPTI), a developer of “compounds to tackle obesity, cardiovascular disease and diabetes”, has recently provided an update presentation on its commercial strategy and future plans. At a current 19p, the shares are at least up from 16.5p lows last month but remain well down from above 30p as recently as August and 46p at the start of this year and we’ve spoken to CEO Steve O'Hara.

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ADT
ADT

AdEPT Technology – decent interims and “a strong pipeline of opportunities”, Buy

Technology managed services group AdEPT (ADT) has announced its results for its half-year ended 30th September 2022 and that “whilst headwinds remain… the group has made good strategic progress and there remains a strong pipeline of opportunities”. This follows a half-year adjusted profit of £3 million and earnings per share of 12.1p on revenue slightly down to £34.2 million.

CEY
CEY

Centamin – positive Sukari underground expansion news, Buy

Centamin (CEY) has announced what it emphasises as “a significant step towards delivering on our commitment to consistently produce 500,000 ounces per annum from the Sukari Gold Mine”.

AEO
AEO

Aeorema Communications – full-year results, further gains to come on this winning share tip

Aeorema Communications (AEO) has announced results for its year ended 30th June 2022, noting “record revenue and profits” and that it is confident in its strengthened market position with a pipeline of event activity that sees it “solidly into 2023”.

AAZ
AAZ

Anglo Asian Mining – a sector sentiment-turning BUY

We’ve recently noted we’re looking for depressed precious and related metals sector sentiment to turn as the production returns still being generated at current prices become clearer and US dollar strength and interest rate hikes expectations prospectively ease. Meanwhile, Anglo Asian Mining (AAZ) recently announced “production figures remain robust, with total production of 14,309 gold equivalent ounces in the quarter” and that it “is making excellent progress on the development of its future new mines”. We see significant further recovery potential, more than 33%, from a current 88p offer price.

IMB
IMB
PREMIUM CONTENT

Imperial Brands – full-year results, we’re well ahead but still income and earnings value?

Imperial Brands (IMB) has announced results for its year ended 30th September 2022 and that it is “well placed to build on our track record of delivery over the next three years, improving returns and creating sustainable growth in shareholder value”.

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HZM
HZM
PREMIUM CONTENT

Horizonte Minerals – Q3 update, still a project-developing Buy

Horizonte Minerals (HZM) has issued a quarterly update and results, including emphasising “Araguaia construction running in line with project execution schedule” and “Feasibility Study contract awarded to Wood plc for Vermelho nickel-cobalt project”. It sounds like good progress here then.

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WYN
WYN
PREMIUM CONTENT

Wynnstay Group – again ahead of expectations, further outperformance to come?

Agricultural supplies group Wynnstay (WYN) has issued a trading update including that its “results for the financial year will be ahead of market forecasts” as beneficial trading conditions continued. So what of a share price currently helped up further above 600p?

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PREMIUM CONTENT

Tesco – a 250p+ share price target after recent interims?

Shares in Tesco (TSCO) were above 270p as recently as August but have fallen back significantly as it faces clear macro challenges. However, it has a long track-record across economic conditions and we consider the share price fall has been too extreme.

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PREMIUM CONTENT

Kefi Gold & Copper shares to double by Christmas?

Kefi Gold & Copper (LSE:KEFI), a gold and copper mine developer with projects in Ethiopia and Saudi Arabia is a company whose shares we think could double by Christmas and here is why.

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AAU
AAU

Ariana Resources – updates on potential catalysts in Turkey, Buy

Ariana Resources (AAU) has issued an update on the work programmes in Turkey it has interests in, emphasising that it is “highly encouraged by the simultaneous and substantial progress being made” on the projects by its 23.5%-owned joint venture.

GPM
GPM

Golden Prospect Precious Metals – proposed annual subscription right, good news

Precious metals securities investment company Golden Prospect Precious Metals (GPM) has stated that it “is pleased to announce details of proposals to introduce an annual Subscription Right for Shareholders”. Is this good news?

Bear
PREMIUM CONTENT

Beyond Meat is Beyond Redemption.

Before the market meltup, shares in Beyond Meat (BYND) closed at an all-time low of $11.90 on Wednesday night after releasing a disastrous Q3 earnings report. Is this a chance to buy into the BBC's favourite Nasdaq stock? No! Au contraire.

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BP
BP

BP – Q3 results, continued positive trading and shareholder returns

BP (BP.) has announced third quarter results emphasising “net debt fell for the tenth successive quarter; we are investing with discipline; and we are delivering on our commitment to shareholder distributions - announcing a further $2.5 billion share buyback”. So what of a now slightly further higher 486.45p share price?

SLP
SLP
PREMIUM CONTENT

Sylvania Platinum – improved production and prices, remains a growth and income Buy

Sylvania Platinum (SLP) has announced “best quarterly production since the COVID-lockdowns in early 2020. This increase in production ounces and the 2% higher PGM basket price recorded in the quarter, resulted in stronger profits”. The shares have currently responded up to 92p and there looks more to go.

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PREMIUM CONTENT

OptiBiotix Health – GoFigure direct-to-consumers in China, remains a Buy

OptiBiotix Health (OPTI) has announced the opening of an online shop on Tmall.com for its Go-Figure products and that it has launched GoFigure shakes containing patented weight management aid SlimBiome on Tmall China. What of this and of a share price edging up to 19p to buy?

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PREMIUM CONTENT

Kefi Gold & Copper – Ethiopia security situation update further adds to confidence, Buy

Kefi Gold & Copper (KEFI) has announced that it “is extremely pleased to note the announcement of a permanent end to hostilities in Northern Ethiopia and expresses its determination to do whatever is possible within its business mandate to contribute to the economic recovery plans set by the Ethiopian Government”. We suggest the news bodes very well for near-term progress of the Tulu Kapi gold project for the company.

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ARB
ARB
PREMIUM CONTENT

Kicking two men who are down

In my experience it is often better to short a company’s shares when they have already fallen sharply and it has indicated that its equity is worthless. After all, the upside for a short that goes to zero is 100% whether you open it at 100p or 10p.

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BMV
BMV

Bluebird Merchant Ventures shares to double by Christmas

On Friday we wrote an article HERE on 4 shares we thought could double by Christmas. One of the four is Bluebird Merchant Ventures (BMV) at a 1.8p offer.

SYS
SYS

SysGroup – as following results and trading updates make the valuation opportunity clearer, Buy

SysGroup (SYS) recently issued a trading update stating that it “is pleased to report a strong trading performance, despite the challenging macro-economic environment”. With the shares having fallen from approaching 50p last year to a 24p offer price, such a trading performance suggests a lowly valuation and strong recovery potential.

EZJ
EZJ

easyJet – a buy for further share price recovery?

This company is somewhat bigger than the ones we usually cover, but it struck us as a relatively low risk trading buy and, although already well up from a below 300p tip price at approaching 350p, there looks some more to go. This follows a recent trading update from easyJet (EZJ) having emphasised continuing demand for its leading network alongside “step-changed” ancillary revenue and the rapid and profitable growth of the easyJet holidays business. The shares responded positively, but were above 400p as recently as August and above 700p earlier this year and, despite some clear challenges, we suggest that there is further recovery potential from here as we look to 29th November-scheduled results and beyond.

IOF
IOF
PREMIUM CONTENT

Iofina – Q3 update and further expansion, Buy

Iofina (IOF) has announced third quarter production from its five IOsorb production facilities in Oklahoma, USA, of 143 metric tonnes of crystalline iodine and that it has now completed all agreements with a new brine supply partner to construct a latest plant in Western Oklahoma.

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BPM
BPM
PREMIUM CONTENT

B.P. Marsh and Partners – shares up on interims, but much more to come? In short: YES!

Previously writing on early stage financial services businesses investor B.P. Marsh & Partners (BPM) last month with the shares at 302p we concluded that they were still a Buy ahead of results for its half-year ended 31st July 2022. The shares previously closed at 284p but are now 304p on the back of the results.

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PREMIUM CONTENT

OptiBiotix Health – Saudi approval for GoFigure products and initial purchase order

OptiBiotix Health (OPTI) has announced Nahdi Medical Co has received approval from the Saudi Food and Drug Authority for GoFigure shakes and bars and that it has received the first purchase order from Nahdi.

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JLP
JLP

Jubilee Metals – full-year results, expansion projects production now to ramp-up

Jubilee Metals (JLP) has announced results for its year ended 30th June 2022 and that in South Africa new enlarged (+45%) PGM and chrome operations have set the platform to deliver 44,000 PGM ounces and 1.2 million tonnes of chrome concentrate per annum from its own capacity and in Zambia that it is targeting first half of the year copper of 3,000 tonnes.

ITM
ITM
PREMIUM CONTENT

ITM Power, the best time to kick a man is when he is down

A couple of years ago I did a podcast suggesting that the share price of ITM Power (ITM) was truly bonkers.  In the mad rush to buy “green” investments it then got a bit more "truly bonkers". That is the problem with bubbles, they can just keep on expanding far longer than most folks think, defying all logic.  And green energy clearly is a bubble.

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PREMIUM CONTENT

Amaroq Minerals – a Buy with significant upcoming catalysts

Previously delayed production and a recent discounted placing are not typically good starting places for a value opportunity. However, in this case, the material fundraise at only a tiny discount in the current extremely challenging stock market conditions and the production it is set to enable with the on-the-ground progress that has been made, suggests a compelling opportunity from a current 37p offer price, prospective £97.3 million market cap.

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MTL
MTL

Metals Exploration – Q3 update, some disappointment but also some outlook excitement

Gold producer in the Philippines, Metals Exploration (MTL) has announced third quarter of 2022 results and that “full access to mine plan Stage 3 was achieved during Q3 2022 and higher grade Stage 3 ore will be accessed during Q4”. How encouraging is this from a current 0.85p offer share price?

PREMIUM CONTENT

Kefi Gold and Copper – emphasises “progress in Ethiopia”, more significant progress to follow: BUY

Kefi Gold & Copper (KEFI) has issued a “Significant Progress in Ethiopia”-titled announcement and the shares have currently responded up to 0.62p. They have not responded further higher (yet) since there are some short-term negatives in the announcement too, but overall there is still progress towards what we consider will be significant share price catalysts in the near-term.

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PREMIUM CONTENT

Amaroq Minerals – shares to recover following recent news flow and more ahead: BUY

Shares in Amaroq Minerals (AMRQ), formerly AEX Gold (AEXG), were above 40p in August before recently falling back to below 35p. They’re now back above 35p and we look for further recovery on upcoming news flow and sentiment improving.

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CRU
CRU

Coral Products – acquisition expected to be earnings enhancing in first year, Buy

Plastic products designer, manufacturer and supplier Coral Products (CRU) has announced an acquisition of Ecodeck Grids Limited for up to £5.6 million and that it expects it to be earnings enhancing in its first year.

THS
THS

Tharisa – production report, upcoming results to highlight strong value

Platinum group metals and chrome producer in South Africa Tharisa (THS) has issued a fourth quarter and full-year production report noting that it “will translate to a strong set of financial results… net cash position of US$78.6 million (30 June 2022 US$48.0 million)”, and helping the shares up to 107.5p.

ING
ING
PREMIUM CONTENT

Ingenta – good value following interim results?

Ingenta (ING) recently announced results for the first half of 2022 and that it “anticipates that results for the year ended 31 December 2022 will be ahead of current market expectations”. With the current valuation looking modest and the above despite prevailing macroeconomic angst, there looks good value.

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AHT
AHT
PREMIUM CONTENT

Ashtead – stockmarket darling for many years, now a short

It has been a stockmarket darling for years but plant hire group Ashtead (AHT) is a short at a current 4230p share price, around £19 billion market cap, and here is why.

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IMB
IMB
PREMIUM CONTENT

Imperial Brands – full-year trading statement, further shareholder returns ahead

Imperial Brands (IMB) has announced year ended 30th September 2022 “trading in line with expectations with growth in aggregate market share for top-five priority markets” and that a strengthened balance sheet and achievement of target leverage are to enable the immediate start of an ongoing share buyback programme. The shares have responded positively, up to 1940p, so what’s the detail?

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DVO
DVO
PREMIUM CONTENT

Devro – a defensive Buy?

In these troubled economic times, how about a proven defensive investment offering a dividend yield of above 5%?

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BMV
BMV

Bluebird Merchant Ventures – shares up on Batangas licence extension, stance upgraded

Writing on Bluebird Merchant Ventures (BMV) last week we noted, with the shares at a 1.4p offer price, that upcoming “advancing/monetising” news from the Batangas project in the Philippines should help the shares as well as progress in South Korea. Now there has been a Batangas licence extension announcement and the shares currently up to a 1.6p offer price – and there should still be much to come.

VRS
VRS
PREMIUM CONTENT

Slashing (already dire) Versarien forecasts ahead of Q4 share price meltdown

You can sometimes get some borrow in Versarien (VRS) and if you can you should even with the shares, which were once almost 200p, having slumped to below 15p. The next collapse will happen and happen fairly soon. It is a when not an if.

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PREMIUM CONTENT

Essentra – corporate excitement really kicking off, still a Buy

Essentra (ESNT) has issued “Sale of Filters and Packaging Completion of Sale” and “Appointment of New Chief Executive”-titled announcements and the shares have responded up by more than 15% to above 210p – Mr Market says it sounds like good news then.

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Yes! Carnival could be a zero

I start by rubbing more salt into the wounds of Chris Bailey as I look at just how screwed is Carnival (CCL). Then onto whether we are in a recession or not and how long it will last. In light of my conclusion I urge you to ignore Malcolm's share tip tomorrow. Finally a thanks to a reader who stopped me poisoning my family last night with my self sufficiency. Tonight's episode of that part of my life is marrow and ginger jam.

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FOX
FOX

Fox Marble – proposed reverse takeover update, excitement ahead? You bet: Potential 20 bagger from here!

Fox Marble (FOX) has issued a proposed reverse takeover update including that it considers “Eco Buildings' range of modular housing products provides a solution for the construction of both affordable and high-end housing, with Eco Buildings' products being up to 50% cheaper, two-thirds lighter and five times faster to deploy than conventionally built homes”.

AAU
AAU
PREMIUM CONTENT

Ariana Resources – interims, financial and projects progress suggest value: BUY

Ariana Resources (AAU) has announced results for the first half of 2022, noting increased profit of £2.5 million from its 23.5% interest in the Kiziltepe mine in Turkey and emphasising significant activity across its various projects and investments.

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Journeo – further delivery to expectations suggesting the shares are very cheap!

An information systems and technical services provider to the transport sector, Journeo (JNEO) has this month followed half-year results emphasising “strong revenue growth, is profitable and has generated its largest order intake” with a further contract win – to provide real-time information systems and on-vehicle hardware for shuttle services at Dublin airport. Further delivery to expectations would suggest the shares are currently very cheap.

PREMIUM CONTENT

Bidstack ticks all the boxes for the bears

I start with a sort of Lucian Miers-style checklist for short candidates. How many boxes does Bidstack (BIDS) tick?

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IOF
IOF
PREMIUM CONTENT

Iofina – interims, profit and its potential becoming clearer

Iodine and specialty chemical products producer Iofina (IOF) has announced results for the first half of 2022 and that market demand for raw iodine and its speciality products remains strong.

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ADT
ADT
PREMIUM CONTENT

AdEPT Technology – AGM trading statement, earnings and de-leveraging delivery?

Technology managed services business AdEPT Technology Group (ADT) has issued an AGM trading statement, including noting a return to interim dividend payments with a 2.5p per share payout announced.

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MHC
MHC

MyHealthChecked – interims, further delivery and expansion excitement potential ahead: BUY

Consumer home-testing healthcare company MyHealthChecked (MHC) has announced results for the first half of 2022 including noting a new portfolio and associated launches which it is “excited to share with the market in Q4”.

RTN
RTN
PREMIUM CONTENT

Restaurant Group: My 2022 Short Tip (as a sell) Update.

While there is disagreement among the investment experts about whether inflation, stagflation or outright recessionary deflation is on the horizon, there seems to be a consensus that times are going to be tough for a the rest of this year and 2023.

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VCP
VCP
PREMIUM CONTENT

Gyrations at Victoria Carpets

Two weeks ago today at Sharestock, I spoke about Victoria Carpets Plc  (VCP) and outlined the reasons why I thought it still had the makings of a good short, despite its fall from £12 in January when I last wrote on it. Although the stock closed yesterday at just 427p, the share price gyrations of the past fortnight underline why I stated that right now might not be  a great time to open the short. The shares raced ahead post Sharestock but are now 53p below the share price then.

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WYN
WYN
PREMIUM CONTENT

Wynnstay Group – earnings forecast outperforming, Buy

Agricultural supplies business Wynnstay Group (WYN) announced recently that “it is now clear that the group's trading results for the financial year will be significantly ahead of current market forecasts”. The shares have responded higher, but at a current 610p remain below above 650p reached in June and, as the numbers to be reported become clearer, we expect further meaningful share price progress.

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PREMIUM CONTENT

OptiBiotix Health – Apollo Hospitals and Pharmacies launch, Sales recovery Buy

Previously writing on OptiBiotix Health (OPTI), earlier this month we noted prior delays in delivery from larger deals but that orders are already coming through and being booked as second half sales. Now some clear evidence of this with an announcement that the company’s GoFigure meal replacement shakes and powdered beverage shots have now been officially launched by India's Apollo Hospitals & Pharmacies.

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WG
WG
PREMIUM CONTENT

Wood Group – interims, now improving operational momentum and more to come

Wood Group (WG.) has announced its results for the first half of 2022 and that it expects an improved performance in the second half, including being helped by an improvement in its Turbines joint ventures.

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Essentra – interims, corporate excitement upcoming

Essentra (ESNT) has announced results for the first half of 2022 and that it “continue to see strength in our order book, providing encouragement as we move into the second half”.

BPM
BPM
PREMIUM CONTENT

B.P. Marsh – half-year trading update, ‘performing well’

Early stage financial services businesses investor B.P. Marsh (BPM) has announced it remains confident it will continue with its historic growth trajectory and deliver attractive returns for investors, including a dividend per share “at least” maintained at last year’s 2.78p for the next two years.

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PREMIUM CONTENT

OptiBiotix Health – Asia Pacific market agreement, risk/reward Strong Buy

OptiBiotix Health (OPTI) has announced what it states is an important extension of its commercial experience and reach in the Asia Pacific region – with an agreement with Nutraconnect Pte., Ltd to develop and implement a market strategy there.

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PREMIUM CONTENT

Headlam – interims, still a trading resilience Buy?

Floorcoverings distributor Headlam Group (HEAD) has announced results for the first half of 2022 and that trading resilience continues with it remaining on track to meet market expectations for the year.

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PREMIUM CONTENT

Kefi Gold & Copper – “call for ceasefire in Ethiopia by rebel group”, risk/reward Buy

Kefi Gold & Copper (KEFI) states that it “is pleased to note a widely publicised request for a permanent ceasefire by the Tigrayan rebel leadership in Ethiopia”, viewing it as a positive development for the country and the company's Tulu Kapi gold project.

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CRU
CRU
PREMIUM CONTENT

Coral Products – full-year results and “a strong start” to this year, Buy

Plastic products company Coral Products (CRU) has announced results for its year ended 30th April 2022 and that it has enjoyed a strong start to its current financial year.

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JLP
JLP
PREMIUM CONTENT

Jubilee Metals – Project Roan reaches nameplate copper capacity, Buy

Jubilee Metals (JLP) has announced that its newly constructed Zambian copper concentrator, Project Roan, has now reached nameplate capacity to help its Zambian Southern copper refining strategy to 12,000 tonnes of copper per annum through the Sable refinery.

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PREMIUM CONTENT

Wishbone Gold – argues significant copper and gold grades, but not ramping about the discounted placing Big Dave?

We’ve noted recent ramptastic proclamations on Wishbone Gold (WSBN) – and it now also emphasises “significant copper and gold grades from drilling in Queensland, Australia”. However, that comes with a discounted placing.

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BMV
BMV
PREMIUM CONTENT

Bluebird Merchant Ventures – South Korea and Philippines progress, Buy

Bluebird Merchant Ventures (BMV) has announced it has opened discussions with potential partners to develop its high grade Batangas gold project in the Philippines and that it is in South Korea this week to finalise the plan to fulfil qualifying spend in accordance with 20-year mining licence terms there. These are encouraging from a current 2.15p share price, below £14 million market capitalisation, here.

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PREMIUM CONTENT

DS Smith – trading statement and director change, reasons for confidence

Packaging company DS Smith (SMDS) has issued an AGM update including a trading statement and that Finance Director Adrian Marsh has informed the company of his intention to retire on a successor being in place.

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PREMIUM CONTENT

Buy Orcadian Energy

North Sea-focused oil and gas development company Orcadian Energy (ORCA) holds significant licence interests at a time of energy supply problems and energy security concerns. With those leading to increasing development incentives, it looks well set.

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PREMIUM CONTENT

Cineworld – a shorters nightmare or a shorters wet dream?

Shares in Cineworld (CINE) are rocketing. They were down to 2p. Today they are more than 50% ahead at just under 7p, valuing this company at £90 million. On the BBs folks are talking 10p and 20p. They have not been this excited and screamed “burn shorters burn” since they piled inro Petropavlovsk (POG) just before it went bust. Or Thomas Cook, shares in which surged from 4p to 14p in the last fortnight before it went bust!

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PREMIUM CONTENT

Ferrexpo – half-year results and potential to soar?

Ferrexpo (FXPO) has announced that, despite constraints particularly logistically, the first half of 2022 still saw net cash increased by $54.7 million to $171.7 million on 4.4 million tonnes of iron ore pellets sold. What’s the outlook from a 143.2p offer price, £843 million market cap?

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PREMIUM CONTENT

Macfarlane – interims and set for another year of profit growth

Packaging group Macfarlane (MACF) has announced results for the first half of 2022 and that it expects to deliver another year of profit growth.

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Aferian – interims, difficult half but confidence in second half prospects - BUY

B2B video streaming technology company Aferian (AFRN) has announced results for its half year ended 31st May 2022 and confidence in second half prospects.

Wishbone Gold – project acquisition option, why’s it such an “absolutely cracking deal” Dave?

Wishbone Gold (WSBN) is pleased to announce that it has acquired, for £25,000, a 90 day option to acquire the Anketell project, with Wishbone Chairman Richard Poulden emphasising “Anketell has a discrete bullseye magnetic feature, that is similar to other known mineralised features in the district”.

RGO
RGO

RiverFort Global Opportunities – Buy

Shares in RiverFort Global Opportunities (RGO) have recently slipped to 0.85p to buy, though it also has announced a dividend per share of 0.038p which was paid last week

PREMIUM CONTENT

OptiBiotix Health – current trading disappointment, but highly favourable risk/reward here?

OptiBiotix Health (OPTI) has announced that it now expects half-year sales in its new structure to be materially lower than expected and, though it expects sales normalising in the second half and healthy growth next year, the current year is to now be “insufficient to make up the H1 deficit”. We profusely apologise for the short-term disappointment though, having spoken to the company, what to do now with the shares down at 20p to buy, a £17.6 million market cap?

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Capital Limited – positive interims and further encouragement

Mining services company Capital Limited (CAPD) has announced results for the first half of 2022 and that “the underlying demand in the market continues to be encouraging”.

AEO
AEO
PREMIUM CONTENT

Aeorema Communications – full-year update, further ahead of expectations

Aeorema Communications (AEO) has announced its scale of work completed in the final weeks of its financial year, primarily at Cannes Lions, has had a further positive impact on expected profitability and that “there is undoubtedly strong demand for Aeorema's innovative event services… pleased to announce that it has opened a new office in Amsterdam”, helping the shares up to currently 78.5p.

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TGA
TGA

Thungela Resources – interims - we are 80% up here so what next?

Thungela Resources (TGA) has announced results for the first half of 2022, noting “profit for the reporting period of R9.6 billion in a volatile operating environment (H1 2021: R351 million)”. This has currently helped the shares up to around 1500p, so how does the value look now?

Wishbone Gold – further encouraging visual drilling results at Red Setter project, Big Dave “just in shock”!

We noted just earlier this week on Wishbone Gold (WSBN) as the shares rose up to 14p that we continued to consider that drilling excitement and ramping building could take the shares up to a target to sell of around 20p. They are currently a bit further closer on the back of a “Encouraging Visual Drilling Results at Red Setter”-titled announcement.

JSE
JSE
PREMIUM CONTENT

Jadestone Energy – Montara operations and corporate update, bank gains?

Jadestone Energy (JSE) has announced “H1 2022 production of 15,008 boe/d… cash balance: US$161.1 million”, with the latter comparing to $117.9 million at the end of 2021 but also that it now “has taken the decision to temporarily shut-in production from Montara”.

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AET
AET
PREMIUM CONTENT

Afentra – proposed acquisitions excitement sparks shares, take 90% profits?

There is no "house view" on this website. Our authors can and do disagree. For instance, I think Malcolm's piece today is complete and utter bollocks and will explain why later on bearcast. Last week Gary Newman was bullish on Afentra (AET), HERE. But there is another view.

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PREMIUM CONTENT

Crestchic – trading update, we said forecast risk was to the upside

Crestchic (LOAD) has announced “trading momentum has again accelerated” and that it remains very confident in its strategy, the strength of its markets and in its prospects for continued growth. Sounds good!

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VCP
VCP
PREMIUM CONTENT

How does Victoria respond to the Iceberg bear dossier?

Short selling outfit Iceberg recently published a bear dossier on carpets roll-up play Victoria (VCP), which I reposted on this website HERE. Writing to you from Greece, I am not aware if the deadwood press is taking this matter onwards as what Iceberg wrote was very punchy indeed and I am sure that Victoria’s PR spinners will be using phrases involving the dreaded L word (lawyer) to any of the spineless 4th Estate hacks who ask questions.

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SNX
SNX
PREMIUM CONTENT

Synectics – a recovery Buy?

Last month Synectics (SNX) announced a half-year (to May 31st) pre-tax profit of £0.5 million and said that period end net cash was £4.2 million. At a current 115p offer price, the market cap is £20.5 million, so how much upside potential is there? We believe there is enough value and impending newsflow to get the shares to 155p and here is why.

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MTL
MTL
PREMIUM CONTENT

Metals Exploration – after Q2 update, well positioned for a strong second half?

Gold producer in the Philippines, Metals Exploration (MTL) has issued a second quarter update including that it “is well positioned for a strong second half of 2022 as the grade in the mine improves once the higher grade ore in Stage 3 is accessed”.

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RRR
RRR
PREMIUM CONTENT

Red Rock Resources – “Asset Review and Current Developments” encouragement?

Red Rock Resources (RRR) has issued a Asset Review and Current Developments”-titled announcement and the shares have currently responded 5% higher to 0.525p, so what’s the news?

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AAU
AAU
PREMIUM CONTENT

Ariana Resources – half-year production update and second mine construction “underway”, Buy

Ariana Resources (AAU) has announced half-year production was circa 7% above forecast and that construction operations are underway at Tavsan. What do these mean in relation to a 3.05p share price?

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CEY
CEY

Centamin – interims, on track for shares to return to way above 100p?

Centamin (CEY) has announced its Sukari mine in Egypt delivered a half-year financial and operating performance in-line with plans with gold production of 203,898 ounces at an all-in sustaining cost of $1,446/oz sold and that “despite cost pressures, the company remains on track to achieve its annual cost and production guidance for 2022”.

AVO
AVO
PREMIUM CONTENT

Advanced Oncotherapy is a slam dunk short

I should declare that I am a shareholder in this company. I bought 1 share a few years ago so that I could attend its AGM to quiz the management on the catalogue of lies they had told to investors.  Then covid struck. On a properly regulated market Advanced Oncotherapy (AVO) would have been given the order of the boot years ago, but this is AIM.

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Wishbone Gold – intersection of multiple encouraging zones, excitement building

Wishbone Gold (WSBN) has announced the intersection of multiple encouraging zones from drilling at its Red Setter project in the Patersons Range area in Western Australia and that it is resultantly now securing an additional diamond drill rig.

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BP
BP

BP – strong second quarter results and outlook confidence, Buy

BP (BP.) has announced second quarter and half-year results including a second quarter attributable profit of $9.26 billion and 10% increased dividend per share to $0.06006 and outlook confidence with ongoing supply disruptions in the industry and a relative lack of inventories.

PREMIUM CONTENT

Kefi Gold & Copper – argues “extremely excited” with Saudi Arabia developments, but what about Ethiopia?

Kefi Gold & Copper (KEFI) states that, via its 30%-owned joint venture in Saudi Arabia, it “is pleased to announce positive licencing progress on the Jibal Qutman project, plus the award of two further exploration licences”. So what of a current 0.60p to buy share price?

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PREMIUM CONTENT

Headlam – half-year trading statement, a value Buy?

Headlam Group (HEAD) has announced a “pleasing” half year performance and that it “remains on track to meet market expectations for the year”.

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RRR
RRR

Red Rock Resources – new financing: last chance saloon for Andrew Bell?

Red Rock Resources (RRR) has announced the issue of £0.623 million of convertible notes, and that “near-term positive financial developments may be anticipated” – can they be, though?

GSK
GSK
PREMIUM CONTENT

GSK: half-year update - what now after consumer health business demerger?

GSK plc (GSK) has announced a “slightly better than expected” first-half performance, and the shares have responded up to 1755.8p.

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PREMIUM CONTENT

Ferrexpo – there are reasons why the shares could now bounce sharply

Ferrexpo (FXPO) emphasises that it produces high grade iron ore pellets, which are a premium product for the global steel industry and enable reduced carbon emissions and increased productivity for steelmakers. That sounds good, but it does so from Ukraine. That is why it has seen a share price fall from approaching 500p last summer, but we can now see reasons why the shares could bounce sharply.

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MHC
MHC
PREMIUM CONTENT

MyHealthChecked – new wellness tests launched on Amazon UK add to sales potential

MyHealthChecked (MHC) has announced that four of its cheek-swab DNA at-home wellness tests are now available to purchase through the Amazon UK site (with Glucose Management expected to follow), emphasising that “following the success of our partnership with the UK's top high street pharmacy retailers for our COVID testing service, we have seen the real value that additional retail partners can bring to the business by broadening our customer base and significantly increasing our market share”.

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PREMIUM CONTENT

Made.com and Fevertree and others – don’t wait for the coup de grace!

After Fevertree’s (FEVR) recent profits warning, Lucian Miers says that he has closed his short. Not that he expects the shares to surge higher just that he sees greater opportunities out there for the teddies. I am not so sure.

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Seed Innovations – full-year results, still stock market listings potential ahead? Yes Sir

Seed Innovations (SEED) has announced results for its year ended 31st March 2022, noting a testing stock market environment but much operational progress within its portfolio companies.

MHC
MHC
PREMIUM CONTENT

MyHealthChecked – trading ahead of expectations and further share price catalysts

MyHealthChecked (MHC) has announced half-year trading “has been stronger than expected and ahead of management budgets”, that increase in COVID-19 infection rates has led to a significant increase in demand for lateral flow test kits in recent weeks and that it is “very pleased” with the feedback around its recently-launched wellness tests – for which it has now also announced availability on Amazon.

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WG
WG
PREMIUM CONTENT

Wood Group - a Buy (again)?

Last year we banked a more than 40%, less than 7 months, offer-to-bid gain on Wood Group (WG.) at 300.3p. That proved good timing with the shares eventually falling back towards 150p before then recovering to above 250p again. However, they are now available at a 155p offer price and are again a Buy.

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CEY
CEY
PREMIUM CONTENT

Centamin – Q2 update a mixed bag, but reasons for positivity

Gold miner in Egypt, Centamin (CEY) has announced that it “delivered the planned increase in production during Q2” and notes various upcoming targets and milestones.

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PREMIUM CONTENT

OptiBiotix Health – ‘commercial and scientific update’, remains a strong buy

OptiBiotix Health (OPTI) has announced an update on recent scientific and commercial activities, emphasising it is “increasing the range of products, applications, and territories creating the potential to open larger market opportunities”.

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PREMIUM CONTENT

Why Cineworld just has to be your number one short, target price 0p

It is hard to imagine a more perfect storm than the one that now faces Cineworld (CINE). I know Lucian and I have been telling you to short it for some while, and you will be well in the money if you have followed that advice, with the shares now just 21p. But that is 21p too high, and so it is not to late to open a short or to add to your position.

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HAT
HAT
PREMIUM CONTENT

H&T Group – shares further up ahead of scheduled interims, bank gains?

Previously updating on the UK’s largest pawnbroker and a leading retailer of new and pre-owned jewellery and watches, H&T Group (HAT) we concluded that we continued to look for further news flow to drive a return to an above 350p share price. The shares have now reached further higher than that.

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PREMIUM CONTENT

Kefi Gold & Copper – two additional exploration licences and Q2 operational update, Buy

Kefi Gold & Copper (KEFI) has announced the award of two additional exploration licences on initial five year terms through its 30% joint venture in Saudi Arabia and that “positive progress has been made in discussions with the Deputy Minister for Mineral Resources relating to the Jibal Qutman project - anticipated resolution in the current quarter”, as well as a quarterly 'operational update'. What of the shares having responded up to 0.65p to buy?

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PREMIUM CONTENT

600 Group – attractive share price upside as the new strategy starts to be proven?

A most recently published, 30th September 2021, balance sheet from 600 Group plc (SIXH) showed current assets of $36 million outweighed by total liabilities of $39.3 million, with that including net debt of $14 million. However, in April the group completed the Machine Tool Solutions division sale which has transformed its financial position and outlook. The share price does not look to reflect that at all.

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OptiBiotix Health – BUY, 50p first stop, 100p by next year

Writing on OptiBiotix Health (OPTI) last month with the shares at 21p to buy, we noted clear news flow potential to spark the shares.  We drank our own medicine with Tom Winnifrith buying more shares in the market at c22p. They are now further up at 37p on the back of a “Joint development agreement signed with Firmenich”-titled announcement.

PREMIUM CONTENT

Ferrexpo – Q2 production report, logistics constraints to ease?

Iron ore pellets producer Ferrexpo (FXPO) has issued a production report noting sales in the first half of 2022 of 4.4 million tonnes, representing a year on year decrease of 21%, with logistics availability “the largest constraint” on the business but that it is “in advanced discussions with a number of logistics providers to resume access to seaborne markets via neighbouring countries”.

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JSE
JSE
PREMIUM CONTENT

Jadestone Energy – Montara production restarted ahead of expectation and further share price upside to come?

On recent 81p offer price recommendation, we noted we saw upside potential for shares in Jadestone Energy (JSE) on Montara fears reducing and operations being restored over the next few weeks. Now a “Resumption of Production Operations at Montara” announcement.

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PREMIUM CONTENT

OptiBiotix Health – agreement with Firmenich, remains a Strong Buy

Writing on OptiBiotix Health (OPTI) last month with the shares at 21p to buy, we noted potential for a move into meaningful profitability and further potential from 'second generation' products addressing much larger market opportunities. We drank our own medicine with Tom buying more shares at 22p. The shares are now further up at 31.5p on the back of a “Joint development agreement signed with Firmenich”-titled announcement.

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PREMIUM CONTENT

Mondi – a recovery and income Buy?

Shares in Mondi plc (MNDI) are down from reaching above 1950p in February to currently below 1500p. However, there looks good reasons why the shares in this FTSE 100 company should, at least, recover to those previous levels again. If not go higher still.

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Boom

20 Most Read Articles in the First Half of 2022

We're halfway through the year, and that gives us a little time to reflect back on the most-read stories of this past six months. Who would have guessed THIS would be #1?

 
HAT
HAT
PREMIUM CONTENT

H&T Group – positive trading update and acquisition

H&T Group (HAT), the UK's largest pawnbroker and a leading retailer of new and pre-owned jewellery and watches, has announced a half-year trading update and an acquisition.

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PREMIUM CONTENT

Essentra – Packaging business sale agreement a “significant step” for the future?

Essentra (ESNT) has announced what it emphasises is “a significant step” to a future as a global leading manufacturer and distributor of components with a clear strategy and significant opportunities to accelerate growth and expand market share. This is with an agreed sale of its Packaging business.

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EUA
EUA
PREMIUM CONTENT

As Eurasia shares slide, 2 questions it MUST answer

On 4 December 2020, shares in Russia PGM promote, Eurasia Mining (LSE:EUA), hit 40.55p. Morons across the interweb, spurred on by blatant market abuse, pondered what colours their Ferraris would be painted. Today, the shares are just 5p, after dire finals earlier this week. There are two questions Eurasia must answer:

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MHC
MHC
PREMIUM CONTENT

MyHealthChecked – first half's ‘strong’ trading, and new testing commercialisations: potential excitement ahead

MyHealthChecked (MHC) has revealed that, in the first six months of 2022, trading was stronger than expected – as the company launches its new at-home "wellness tests".

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PREMIUM CONTENT

OptiBiotix Health – 2021 results: clear share price potential from here; STRONG BUY

OptiBiotix Health (OPTI) has announced results for the 2021 calendar year. It continues to make progress in its stated aims: to focus on a smaller number of large partners, and grow direct-to-consumer sales.

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PREMIUM CONTENT

Crestchic – a business trading momentum Buy?...

Having recently reached above 200p, shares in Northbridge Industrial Services, now Crestchic plc (LOAD), have fallen back to a current 200p offer price, £56.5 million market cap. However, recent corporate activity and trading mean we target a more than 250p share price within three months and here’s why.

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PREMIUM CONTENT

Kefi Gold & Copper – inaccurate Tulu Kapi licence press reports, risk/reward Buy

Kefi Gold & Copper (KEFI) has issued an announcement stating that it notes recent local press reports inaccurately referring to a loss of the company's Tulu Kapi licence in Ethiopia and that it is instead confident of the signing of an umbrella funding agreement by the end of this month.

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PREMIUM CONTENT

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

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

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SFR
SFR
PREMIUM CONTENT

Severfield – full-year results, a clear trading resilience: Buy

Structural steel company, Severfield (SFR), has announced results for the year ended 26th March 2022. Its growth strategy, the company claims, is delivering a record order book, with a broad diversity of sectors, geographies and clients, providing good earnings visibility through 2023 and beyond.

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AAU
AAU

Ariana Resources – “significant progress” across projects, Buy

Ariana Resources (AAU) has announced significant progress across its projects, “most notably" the construction of Tavsan, with associated development activities being ramped up.

BMV
BMV
PREMIUM CONTENT

Bluebird Merchant Ventures – Kochang potential larger than expected: BUY

Bluebird Merchant Ventures (BMV) has announced that work has suggested ore inventory and future production may be larger than previously expected at its Kochang project.

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BPM
BPM
PREMIUM CONTENT

B.P. Marsh and Partners – full-year results, a value Buy

B.P. Marsh & Partners (BPM), the specialist investor in early stage financial services businesses, has announced results for its year ended 31st January 2022, emphasising its growth trajectory despite the current “headwinds for all businesses”.

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PREMIUM CONTENT

Kefi Gold & Copper - Saudi Arabia progress to follow funding in Ethiopia?

Kefi Gold & Copper (KEFI) has served up another update on Saudi Arabia, saying that it is looking to develop Jibal Qutman next year and then Hawiah “shortly afterwards”.

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PREMIUM CONTENT

Kefi Gold and Copper – “Ethiopia Development Update”, can it now deliver?

Kefi Gold & Copper (KEFI) has issued an “Ethiopia Development Update”-titled announcement, with Executive Chairman Harry Adams emphasising that the company has significant momentum as it progresses three advanced projects. Then again he recently considered yet another placing ‘pleasing’, so what is the “significant momentum”?

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PREMIUM CONTENT

AEX Gold – strategic minerals joint venture heads of terms, a financial game changer? BUY

AEX Gold (AEXG) has announced a new joint venture - in which it will have a 51% holding - for its 'strategic minerals' assets, which will see an £18 million (circa Canadian $28.5 million) cash injection. This leaves AEX's gold 100%-owned, and just refers to non-gold assets that most folks - ourselves included - had valued at SFA. Suddenly, they are worth £18-28 million. Game changer?

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STX
STX
PREMIUM CONTENT

Each morning, I am disappointed by Shield Therapeutics

On February 18, I generated industrial-scale abuse (of me) from anonymous internet warriors. All I did was suggest Shield Therapeutics (STX) as a slam-dunk short, at 25.5p.  The savants insisted, as is usually the case in such circumstances, that I didn’t understand the maths, and should go back to working in a pizza store, etc, etc, etc. The shares are now just 14.6p, and the final collapse is almost upon us. Add to your shorts. Let me explain.

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JSE
JSE

Jadestone Energy – 2021 results and 2022 positives, but Bank Gains?

Jadestone Energy (JSE) has announced results for the 2021 calendar year and that it still expects 2022 average production to increase to 15,500-18,500 boe/d. So what of a share price slipping to 101p in response?

CRU
CRU

Coral Products – trading and dividend update, Buy

Plastic products company Coral Products (CRU) has issued a trading and dividend update ahead of results for its year ended 30th April 2022, helping its shares further higher to 17.5p.

PREMIUM CONTENT

It is not about the rear-view mirror – add to Fevertree short

Lucian Miers wrote here a couple of weeks ago about Fevertree (FEVR) where he remains short. There may be some people laughing at him as the fizzy drinks group fairly promptly served up a trading statement suggesting that it was on track to meet forecasts. But that is looking in the rear-view mirror. What is important is what happens going forward.

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Kefi Gold & Copper – 2021 results, an ahead of Tulu Kapi project debt financing Buy?

Kefi Gold & Copper (KEFI) has announced calendar year 2021 results and emphasises now a “focus on a sequential development path to build a mid-tier mining company with aggregate annual production of 365,000 ounces of gold and gold equivalent, in which KEFI will have a beneficial interest of 187,000 ounces of gold and gold equivalent”.

ADT
ADT

Buy AdEPT Technology

Shares in UK provider of managed services “for cloud, digital platforms, unified communications, and connectivity solutions” AdEPT Technology Group (ADT) have fallen from above 290p as recently as September and have recently stabilised at around a 190p offer price.  This is a good stock unfairly sold off amid market wobbles. We a short term bounce to 250p on the cards.  This is a buy for a quick 30% gain.

JLP
JLP

Jubilee Metals – Colin Bird goes, replacement very credible: BUY

Jubilee Metals (JLP) has announced two new appointments: Manuel Lino Silva de Sousa (Ollie) Oliveira as Chairman, and Berenberg as joint corporate broker.  That is good news for institutional interest, with the market cap now £400 million, at a current 15.1p share price.

BMV
BMV

Bluebird Merchant Ventures – positive Kochang project news, Buy at up to 3p with a 5p near term target

Bluebird Merchant Ventures (BMV) has announced sample results from South Korea, which, it emphasises, confirm that it is on the right path to 'proof of concept' gold production.

THS
THS

Tharisa – interims, sustained financial delivery upside: BUY

South African metals producer, Tharisa (THS), has announced results for its half-year ended 31st March 2022, including “PGM production of 91.8 koz, up 22.2%... Chrome production of 776.7 kt, up 6.3%... strong commodity markets”That sounds good!

PREMIUM CONTENT

AEX Gold – Q1 and strategy update, potential production and exploration Buy

AEX Gold (AEXG) has announced first-quarter results, emphasising that its strategy remains to bring the Nalunaq gold project back into production, and use it as a platform for strategic mineral assets in Greenland.

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NWF
NWF
PREMIUM CONTENT

NWF Group - the force is with it!

A distributor of fuel, food and feed across the UK, NWF Group (NWF) issued a trading statement recently including “the full year result now likely to be significantly ahead of the board's previously upgraded expectations”. Such trading momentum looks far from reflected in a current 224p offer price for the shares...

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Seed Innovations – “significant milestone” for Leap Gaming, IPO catalyst to follow?...

Seed Innovations (SEED) has emphasised a “significant milestone” for B2B developer of 3D gaming applications investee company Fralis LLC, trading as Leap Gaming, with the granting of a content supply licence by the United Kingdom Gaming Commission.

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JLP
JLP
PREMIUM CONTENT

Jubilee Metals – Colin Bird goes, so buy aggressively

Jubilee Metals (JLP) has announced two new appointments: Manuel Lino Silva de Sousa (Ollie) Oliveira as Chairman, and Berenberg as joint corporate broker. That is good news for institutional interest, with the market cap now £390 million, at a 14.85p share price.

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PREMIUM CONTENT

Headlam – AGM trading update, further profit progress: BUY

Floorcoverings distributor group Headlam (HEAD) has issued an AGM trading update including that it “continues to be comfortable with profit expectations for the year”. So what of a current 338p share price?

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AAZ
AAZ
PREMIUM CONTENT

Anglo Asian Mining – 2021 results, production boost ahead

Miner in Azerbaijan, Anglo Asian Mining (AAZ) states that it “is pleased to announce its final audited results for the year ended 31 December 2021”. However, the shares are down to 85p to buy in response.

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PREMIUM CONTENT

Macfarlane – Germany acquisition, set to accelerate growth

Packaging group Macfarlane (MACF) “is pleased to announce the acquisition of PackMann Gesellschaft für Verpackungen und Dienstleistungen mbH, a protective packaging distribution business based in Eppelheim near Heidelberg, Germany”, emphasising it is to accelerate the growth of its protective packaging business in Northern Europe. Crazy name eh! German is such an amazing language. But a good deal.

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ZYT
ZYT

Zytronic – interims, well positioned for recovery: BUY

Touch sensors manufacturer Zytronic (ZYT) has announced results for its half-year ended 31st March 2022 and that, whilst there are headwinds, it “remains well positioned to progress in its recovery, particularly now as the global sales and marketing activities resume”.

Seed Innovations – investee company updates and still other IPO potential: BUY

Seed Innovations (SEED) is pleased to note that the company in which it holds 7,324,796 shares, Little Green Pharma (ASX:LGP), has announced its largest single-strain offtake quantity contract to date, with a minimum take or pay commitment of $7.5 million over 30 months." This follows the company in which it holds 4,427,609 shares, Yooma Wellness (CSE & AQSE - YOOM), announcing that its fourth quarter saw revenue of US$5.3 million, exceeding previous forecasts”.

IMB
IMB
PREMIUM CONTENT

Imperial Brands – interims, still some Income value

Imperial Brands (IMB) has announced results for its half year ended 31st March 2022 emphasising “stabilisation of our core combustible business” and “successful consumer trials validate our approach and strengthen our confidence in our Next Generation Product strategy”. This sounds encouraging.

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PREMIUM CONTENT

AltynGold – Q1 update, shares up but subsequent detail to spark them further?

Gold miner in Kazakhstan, AltynGold (ALTN) states that it “is pleased to announce its 1Q22 production update” and the shares have moved up to 130p, so what’s the latest?...

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JLP
JLP
PREMIUM CONTENT

Jubilee Metals – expansion delivery, financial delivery to follow...

Jubilee Metals (JLP) has announced a performance update of its new and expanded fully integrated South African Inyoni PGM and chrome operations and its Zambian southern copper strategy. So what’s the situation, with the shares having responded up to 15.4p?

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PREMIUM CONTENT

Wishbone Gold – drilling set to commence, ramping already has

Wishbone Gold (WSBN) has announced it has signed a drilling contract for its Wishbone II gold-copper project in Northern Queensland, Australia and that deployment for drilling is dependent only on weather in the area improving.

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CTO
CTO

TClarke – strong AGM trading update and outlook, Buy

Building services company TClarke (CTO) has issued an AGM trading update including that “trading in the early months of the 2022 financial year has continued to be strong… the outlook for TClarke continues to be very positive”. Sounds good!

Kefi Gold and Copper – progress in Ethiopia “on track". Buy.

Kefi Gold & Copper (KEFI) has announced recent advancement toward multi-party financing, as well as further development of the Tulu Kapi gold project in Ethiopia.

AEX Gold – adds further exploration potential, still a Buy

AEX Gold (AEXG) is pleased to announce its addition of mineral exploration licences No. 2020-41 and 2021-11, covering areas in South Greenland.

PREMIUM CONTENT

Macfarlane – AGM trading update, upgrades after half-year?

Packaging group Macfarlane (MACF) has announced “a solid start to 2022, with first quarter sales and profits from continuing operations ahead of the same period in 2021… expectations for the full year are unchanged”. So what of a current 120.5p share price?

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PREMIUM CONTENT

Kefi Gold and Copper – Saudi Arabia update, still a Buy

Kefi Gold and Copper (KEFI) has announced further drill results and news from Saudi Arabia.

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SLP
SLP
PREMIUM CONTENT

Sylvania Platinum – Q3 update, profit and ‘significant’ improvement ahead...

Sylvania Platinum (SLP) has announced quarterly results including “net profit of $21.2 million… cash balance of $138.0 million (Q2: $110.1 million)… production is expected to increase significantly during the next quarter due to progress at Lesedi and the improvements identified post quarter end at Mooinoi”. So what of a current around 90p share price?

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PEB
PEB
PREMIUM CONTENT

Pebble Beach Systems – 2021 results, encouraging debt reduction...

Pebble Beach Systems (PEB) has announced results for the 2021 calendar year and that it looks forward with optimism – we are marginally ahead on this 12.5p offer tip but there is more to come.

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CRU
CRU

Coral Products – acquisition, anticipates earnings enhancing in its first year: BUY

Coral Products (CRU) has announced it has acquired Film & Foil Solutions Limited for £1.35 million and £0.75 million in shares at 15.5p each, with some further payments on settlements on a pound for pound basis, and stating that it “anticipates that the acquisition will be earnings enhancing in its first year”.

PREMIUM CONTENT

In the coming recession no hope if no moat

I suspect that very few investors and surprisingly few PLC directors have any idea what a recession looks like. For starters most folks in both camps are rich but in a recession, it is the poor or lower middle classes who get whacked hardest. That is especially so when it is an inflationary recession as those lower down the order tend to have the least ability to “play catch up” by forcing through pay rises. And secondly you have to be of a certain age to remember a savage inflationary recession as an adult – the last one was ended with some fairly painful medicine by the blessed Lady Thatcher forty years ago.

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Malcolm-On-Motorcycle

Why I Never Consider a Share Tip from These People.

Hello Share Fanciers. With markets closed, I venture to open a subject that might seem now't to do with shares and rather self-indulgent. But it is indirectly relevant to share shifters, so please bear with me. Brought up in a straight-laced home in the 1950's I never swear. But I don't object to it in others, like Uncle Tom, for instance.

 

BP
BP

BP – Q1 update, Income Buy

BP (BP.) has announced a first quarter of the year $20.4 billion loss... though also reduced net debt to $27.5 billion, a maintained 5.46 cents per share dividend and a proposed further $2.5 billion share buyback. So what’s going on?

PREMIUM CONTENT

DS Smith – “pre-close statement” and enters new financial year with confidence

Packaging company DS Smith (SMDS) has announced year ending 30th April “trading in line with management expectations… enter the next financial year with confidence”, helping the shares up to 325.6p.

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PREMIUM CONTENT

Fresnillo – Q1 production ‘on target’, Buy

Fresnillo (FRES) has announced first quarter of the year production including attributable silver production of 13.28 million ounces and gold production of 0.15 million ounces and that, despite challenges, “2022 guidance remains unchanged”.

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PREMIUM CONTENT

AEX Gold – 2021 results, significant news flow soon...

AEX Gold (AEXG) has announced 2021 calendar year results and that it “is very well placed for the year ahead and investors will have a lot of news to digest”.

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RRR
RRR
PREMIUM CONTENT

Red Rock Resources – interims, time for action not words from Andrew Bell

Red Rock Resources (RRR) has announced results for its half-year ended 31st December 2021, with Chairman Andrew Bell emphasising “there will be a strong focus on cash generation and creating opportunities for value crystallization”. Time for action, not words though Andrew!

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VP
VP
PREMIUM CONTENT

Vp plc – majority shareholder sparks formal sale process, still time to Buy

Shares in equipment rental company Vp plc (VP.) closed at 820p before the latest news. However, they are now up to 940p on news that it is now considered “appropriate to investigate the sale of the company and is therefore launching a formal sale process”. So what now?

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GSK
GSK
PREMIUM CONTENT

GlaxoSmithKline – Q1 update, still further share price upside as demerger nears

GlaxoSmithKline (GSK) has announced its first quarter of the year results and that it reconfirms its full-year 2022 guidance. We are well ahead on this share tip where we are also drinking our own medicine so what to do now?

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SWG
SWG
PREMIUM CONTENT

Shearwater – full-year trading update, ahead of expectations, don't bank gains yet!

Cybersecurity group Shearwater (SWG) has emphasised a “set of market-beating numbers… we remain excited for what the future holds”. What of a share price response up to 140p?

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MTL
MTL

Metals Exploration – Q1 update, some disappointments but cash generation potential still clear

Gold miner in the Philippines, Metals Exploration (MTL) has announced an update on the first quarter of the year and that it is “well set to continue to deliver our planned strategy for the coming year”.

I3E
I3E
PREMIUM CONTENT

i3 Energy – farm-out delivery, but what’s the near-term outlook?

i3 Energy (I3E) has announced delivery on a farm-in by Europa Oil & Gas (EOG) to the New Serenity Block and it to “now commence the detailed planning and permitting process for the Serenity appraisal well, which we now expect to spud in late Q3”.

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PREMIUM CONTENT

Ferrexpo – 2021 results, continuing to operate in Ukraine and Waseem Shakoor is buying, we agree: BUY

Iron ore pellet producer, Ferrexpo (FXPO), has announced results for the 2021 calendar year, and that it has continued to operate, launching a significant humanitarian programme to assist those directly impacted by the Russian invasion.

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IOF
IOF
PREMIUM CONTENT

Iofina – Q1 and progress update, Buy

Iofina (IOF) has announced first quarter production of 103.8 metric tonnes of crystalline iodine from its five operating IOsorb plants in Oklahoma, USA, in line with its budgeted projections and that “iodine spot prices have reached $60/kg and above, up 20% since the beginning of the year”. This sounds encouraging.

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CEY
CEY
PREMIUM CONTENT

Centamin – Q1 update, production fall expected and we can now look to better times ahead

Centamin (CEY) has announced a quarterly update including “as planned, Q1 2022 production reflected the successful transition to owner mining in the underground… reiterates its 2022 full-year guidance”, so what of a share price response currently down closer to 90p?

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PREMIUM CONTENT

Kefi Gold & Copper – another placing, the shares are still cheap but Harry Adams is a jerk

Kefi Gold & Copper (KEFI) states that it “is pleased to announce an oversubscribed fundraising to raise gross cash proceeds of £8.0 million… at a price of 0.8 pence per ordinary share”, with also a warrant per two placing shares at an exercise price of 1.6p exercisable for two years. But then it admits “the placing price represents a discount of 25% against the ten-day VWAP to 19 April”. So the stock was handed out cheaply so making the placing oversubscribed. Well done 'arry bloody Adams and team aren't you clever boys?

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FLO
FLO
PREMIUM CONTENT

Flowtech Fluidpower – a buy for further recovery?

Shares in Flowtech Fluidpower (FLO) remain below levels of earlier this year despite recent results showing encouraging recovery and noting an encouraging start to this year, with there looking to be scope for further recovery in profitability and for the share price.

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AAZ
AAZ
PREMIUM CONTENT

Anglo Asian Mining – Q1 update, additional production on the way - BUY

Anglo Asian Mining (AAZ) has announced it “is pleased to provide a production, sales and operations review for its Gedabek contract area in western Azerbaijan, for the three months to 31 March 2022”. So, what of the shares responding slightly higher to 95p?

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JLP
JLP
PREMIUM CONTENT

Buy Jubilee Metals

The other day, Jubilee Metals (JLP) announced results for its half-year ended 31st December 2021 (the shares are currently 17p to buy); they were a 16.2p offer when this tip was first posted.  But that compares to above 17.5p as recently as February, and above 20p last summer… and there is good reason why, in very short order, they can easily exceed the latter again.

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Ferrexpo – continuing production and sales despite its operations being in Ukraine

Iron-ore pellets producer, Ferrexpo (FXPO), has announced - despite operational constraints following Russia's invasion of Ukraine - “production of 2.7 million tonnes in the first quarter of 2022, representing a figure in line with the same period in 2021, and 11% below the previous quarter… Sales in 1Q 2022 of 2.6 million tonnes… net cash position of approximately US$159 million”.

SWG
SWG

Shearwater – major contract win for a winning share tip: set for earnings upgrades?

Cybersecurity group, Shearwater (SWG), has announced a “new contract win, to the potential value of up to c.£21.0m, with a leading telecommunications and media company”, helping its shares more than 25% higher, to 138p, in response.

PREMIUM CONTENT

Canadian Overseas Petroleum Ltd and the Charlatan in Charge

In response to some dynamite exposes on Shareprophets about Canadian Overseas Petroleum Limited (COPL), the company released a bizarre RNS in which the sole executive, Arthur Millholland, dismissed his critics, mainly Tom Winnifrith, as snake oil salesmen and expressed “renewed confidence” about the future. Pots and kettles spring to mind here when Millholland’s track record is taken into consideration.

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FOX
FOX
PREMIUM CONTENT

Fox Marble – heads of terms for a reverse takeover, so shares suspended but very exciting...

Fox Marble (FOX) has announced it has raised approximately £400,000 by way of a convertible at 6p per share, 5 year, loan note at a 2% per year interest rate deferred for 2 years… though not for its current marble quarrying and processing business in Kosovo and the Balkans. Instead it is to provide a 2% per annum interest loan facility to a recently incorporated English private company focused on buildings made from glass fibre reinforced gypsum modular sections. However, there is far more to this move.

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VP
VP
PREMIUM CONTENT

Vp plc – trading “ahead of expectations”, still a recovery Buy

Equipment rental company Vp plc (VP.) has issued a trading update announcement which is headlined “Expected performance ahead of expectations driven by increased demand”. This sounds good.

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NAR
NAR

Northamber – interims, recovery and net tangible asset value potential

“Value-add AV & IT distributor”, Northamber (NAR), has announced results for its half-year ended 31st December 2021, and that it remains cautiously optimistic.

AAU
AAU

Ariana Resources – Tavsan project update, development catalyst soon?

Ariana Resources (AAU) has announced an update to the mine development programme, underway at its 23.5% owned Tavsan project, which has helped the shares up to above 4p.

I3E
I3E

i3 Energy – production and reserves positives, shares up but more to come...

i3 Energy (I3E) has announced that production from Canada is exceeding expectations, and it looks forward to updating the market with results from its active drilling program.

AEX Gold – Nalunaq exploration drilling results suggest very real upside potential: BUY

AEX Gold (AEXG) has announced exploration drilling results from its Nalunaq project, which, it emphasises, verify that the Valley Block, unrecognised by previous operators, is a new high-grade zone and supports its 'Dolerite Dyke Model'. This, it says, has been used to predict the location and extent of five new high-grade zones.

AEO
AEO

Aeorema Communications – interims, record results and looks more to follow

Aeorema Communications (AEO) has announced results for its half-year ended 31st December 2021, emphasising its “best interim period on record” and “a strong outlook for the second half”. Sounds good!

Kefi Gold & Copper – strong Q1 progress, further share price upside ahead

Kefi Gold & Copper (KEFI) has emphasised a recent months “improved enormously” security situation in Ethiopia and regulatory and further operational progress in Saudi Arabia mean that it is now well set.

IMB
IMB

Imperial Brands – half-year trading update, still good value?

Imperial Brands (IMB) has announced in a trading update “first-half adjusted group operating profit ahead of last year on constant currency basis” and full-year outlook in line with guidance.

VRS
VRS
PREMIUM CONTENT

Thoughts as Q1 comes to a Welcome Close - 3 sure fire shorts

As Q1 limps to a close, it is difficult to see clearly through the fog of war. Mindful, doubtless, of the Covid aftermath – which bottomed almost exactly two years ago and led to a spectacular rally in stocks – investors have returned, and the sell-off seems to have petered out.

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PREMIUM CONTENT

OptiBiotix Health – following recent developments, how does the valuation stack up?

Shares are now ‘ex-dividend’ for Optibiotix’s ‘ProBiotix Health’ business, which will be spun off onto the AQSE Growth Market – with an associated fundraise – at the end of this month. Additionally, SkinBioTherapeutics (SBTX), in which it has a 20.73% stake, has just announced half-year results – that the market did not like. So, how does the valuation stack up now?

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PREMIUM CONTENT

SkinBioTherapeutics – interim numbers & warning of slight delay largely irrelevant, the clear potential remains - Buy

SkinBioTherapeutics (SBTX) has announced results for its half-year ended 31st December 2021 which show revenue of just £21,949, cash £1.5 million lower to £3.2 million and include a warning that full-year forecasts will be materially missed – and the shares have responded down to 35p. But here’s why we retain significant confidence and see this as a buying opportunity. From here this could be a 10 bagger.

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IMB
IMB

Imperial Brands – “Update on Russia and Revised Guidance”, Buy

Imperial Brands (IMB) has announced an update on its actions and impact of Russia’s invasion of Ukraine, concluding on Russia “an orderly transfer of our business as a going concern would be in the best interests… have begun negotiations with a local third party about a transfer”.

AAU
AAU

Ariana Resources – 2022 production guidance, again to exceed plan?

Ariana Resources (AAU) has announced production guidance for 2022 for the joint venture (Ariana 23.5%) Kiziltepe mine in Turkey, looking to add to performance which has consistently been above plan.

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