Tom Winnifrith Bearcast: Woodford and another £10m down the Proton Partners pan - a new valuation scandal
Published 1 day ago
Concepta (CPT) has announced its calendar 2018 results which are truly ghastly. But that is all rear view mirror stuff and so at 3.7p the shares are, we suggest, a gamble but a BUY.
Published 33 days ago
I start with good news on the Woodlarks front and kind words about the UK's top share blogger Paul Scott who I must remember not to be nasty to for a few weeks at least. If Paul can be a nice guy so can you too HERE. Then I look at Versarien (VRS) in light of today's expose HERE, Management Resource Solutions (MRS) caught with its pants down HERE, Concepta (CPT), Inspirit (INSP), Chesterfield (CHF) and Bould (BOU).
Published 39 days ago
Nine days ago Concepta (CPT) was pushing aggressively at UK Investor - having just re-announced a deal with Boots - and mug punters responded, paying up to 3.75p to buy shares in the market. Last week I was made an insider. Apparently two big funds were desperate for shares and a placing to raise £2 million was underway...
Published 41 days ago
Yes we have exchanged at both ends and will move next Monday to the Grim North. And the good news is that the cost of that move is on you, the grateful taxpayer. I explain all before looking at Debenhams (DEB), Sosandar (SOS), Concepta (CPT) and 7Digital (7DIG). PS Why not join the roll call of heros today HERE.
Published 42 days ago
We own shed loans of shares in Concepta (CPT) and they are, in my view, still cheap. But today's placing fills me with utter disgust and makes me so angry as I explain in full. The image below is from the Boots website.
Published 43 days ago
In this podcast I look at the growing mini bond scandal as I flag up another ponzi waiting to collapse today HERE. Then I do a review of my own bull portfolio: Optibiotix (OPTI), Yourgene (YGEN), Concepta (CPT), Big Sofa (BST), Wishbone (WSBN), Kefi (KEFI), Reach4Entertainment (R4E), Falanx (FLX), Fox Marble (FOX), Berkeley Energia (BKY) and Argo Blockchain (ARB). I did not mention Fox in the podcast so I'll do a seperate update later. Finally: why have you not joined the roll call of heros HERE? I say a few extra fucktards on that count.
Published 68 days ago
We've noted that the new boss of Concepta (CPT), Matthew Walls, is a class act and he is showing it. Costs have been cut, the Chinese malarkey ended and the focus has been on monetising the MyLotus kit, which tells women exactly when the time is right to get up the duff. The reviews of MyLotus from women who have used it have been rave reviews. The question was: how to get it to market?...
Published 69 days ago
In today's bearcast I discuss I3 Energy (I3E), Redde (REDD) and hapless Neil Woodford, Concepta (CPT), Optibiotix (OPTI), Yourgene (YGEN), Big Sofa (BST), Mirriad (MIRI) and Mothercare (MTC). If you enjoyed this, less than PC, bearcast, follow Jim Mellon and support the Rogue Bloggers for Woodlarks HERE.
Published 116 days ago
With the Sith Lord Zak Mirinterviewing him, Adam Reynolds had nothing to fear. But there were questions from the audience that were far more daunting and interesting than those posed by Britain's worst chartist.If you are, like me, a holder of Optibiotix (OPTI), Yourgene (TGEN) - my Q1 nap pick - Big Sofa (BST) - my tip of the year - or Conc epta (CPT) you will want to watch this. I have never been more bullish on the quartet. This will be our year and I know Adam feels the same. The next City forum hosted by the Sith Lord is February 25. Put the date in your diary now.
Published 119 days ago
The regvular bearcast will appear later. In this podcast I cover Optibiotix (OPTI), Yourgene (YGEN), Wishbone (WSBN), Falanx (FLX), Concepta (CPT), Big Sofa (BST), Red Rock Resources (RRR), Reach4Entertainment (R4E), Obtala (OBT), Ariana (AAU), Wandisco (WAND), Fox Marble (FOX), Argo Blockchain (aaaaaaaaaaaaaaaaaaaaaaagh) and Kefi (KEFI)
Published 200 days ago
This did not take long. CE-Mark approval on Monday, UK launch of Mylotus this weekend coming. Concepta (CPT) and its new boss Matthew Walls have been hard at work...
Published 202 days ago
The China gambit did not work out too well. But Concepta (CPT) has a new – very well regarded – chairman in Matthew Walls, its balance sheet has been sorted by a placing and now we are on the verge of real sales and a ramp up towards and into profitability. For the company has now announced that it has received UK CE-Mark certification for its myLotus branded products for women's fertility.
Published 212 days ago
In today's podcast recorded in my makeshift studio, which is a car half way up a Greek Mountain, I note a landmark for this site, 20 million page views, then cover Rockfire (ROCK), Asiamet (ARS), Cabot Energy (CAB), CyanConnode (CYAN) and a mega scandal, Anglo African Agriculture (AAAP), Concepta (CPT) & Futura Medical (FUM)
Published 233 days ago
July-joined Chairman of women's fertility home test platform company Concepta (CPT), Matthew Walls is “pleased to report the half year results for the six months to 30 June 2018”. He shouldn’t be…
Published 281 days ago
Engineering and construction company North Midland Construction (NMD) has announced results for the first half of 2018, including emphasising “our focus on margin enhancement (104% ahead of last year) and cash generation (138% ahead of last year) is beginning to show returns and is anticipated to continue going forward”…
Published 289 days ago
Tom Winnifrith was an insider on this one but opted not to participate in the placing after all the grief he got for taking part on the Premaitha (NIPT) placing at 4.5p a couple of months ago. Premaitha shares are now 9.9p and that is what you may wish to consider.
Published 379 days ago
Concepta (CPT) has announced results for 2017, emphasising “although progress has been slower than anticipated, we have built robust foundations in China and are well on our way to launching in the EU”…
Published 389 days ago
Oh dear it is another bad day at the office for Neil Woodford. First up I answer the question posed by Cynical about the great man HERE. Then I look at the disasters one of which told a monstrous lie in its RNS today: Mereo BioPharma (MPH), Mirriad (MIRI) and Hvivo (DOG). Then I look at Concepta (CPT), shares in which we own, Nighthawk (HAWK) and its dead cat bounce and finally at uber ramp Sound Energy (SOU) and what a CPR based on 2D seismic really means, i.e. Jack shit.
Published 413 days ago
Concepta (CPT) has made an announcement commencing that it “is pleased to announce that it showcased its myLotus products at the Manchester Fertility Show on 24 and 25 March 2018”. Not exactly a groundbreaking occurrence!... but the company also “announced the forthcoming launch of its myLotus products in the UK at the event”…
Published 452 days ago
Concepta (CPT) has always had a twin track model for rolling out MyLotus in China - direct to hospitals (B2B) and direct to individual punters (B2C). On the latter front we now have news.
Published 475 days ago
Tom Winnifrith noted in a weekend bearcast that he was very bullish on Concepta (CPT) HERE. He also discussed Optibiotix (OPTI), Falanx (FLX) and others in the same podcast. For the avoidance of doubt, he was bullish on them too! Concepta has now served up good news to start to justify Tom's faith.
Published 478 days ago
I start with a look at the portfolios of those who are crowing as they have aced it for months. I have a warning for them. Then I look at my own portfolio, at the issue of short vs longer term performance at the individual stocks at risk reward and at why I am happy. Under discussion: Mark Slater, Neil Woodford, Optibiotix (OPTI), Reach4Entertainment (R4E), Falanx (FLX), Concepta (CPT), Big Sofa (BST), Premaitha (NIPT). I failed to mention Sosandar (SOS) but I am very happy there too. My HMD podcast I refer to is HERE
Published 514 days ago
I am still in a foul mood about you know what. In this podcast I cover Westminster Group (WSG) and its vile chairman Tony Baldry, Concepta (CPT), Servision (SEV), Inspirit (INSP), Sabien (SNT), Milestone (MSG) and a broken promise, Conroy Gold & Natural Resources (CGNR) and Integumen (SKIN)
Published 528 days ago
Uk Oil & Gas (UKOG) today provides a case study in death spiral share price destruction. The only question wis whether the provider converted another tranche a few days ago and UK has not bothered to tell us or whether it converted today and is already selling hard. Elsewhere I look at the Tony Baldry car- crash on the way at Wesztminster Group (WSG) and try to put director share purchases at Condor (CNR) and Concepta (CPT) - which we own - into perspective. I look at Yolo (YOLO) which does not impress me much and blockchain madness at Vela (VELA). I ask what I should get the Mrs for Christmas, I am out of ideas.
Published 552 days ago
I have also covered my extreme annoyance with Concepta (CPT) in Bearcast HERE. Last week it had a profit warning thanks to a new order for £600,000 having been received but not being able to be booked until Q1 2018. Hence there was a 2017 miss. That saw the shares go down. There is now a placing and at the same time we were told that this order would now be booked in Q4 2017. Surely that unwinds the profits warning.
Published 553 days ago
I am hard at work preparing for my annual treat of lecturing the snowflake sociology students of the Mrs, as a break from the normal Guardian reader behind the lectern they have me tomorrow. Game on. I cover utterly worthless shite that is roofing it, notably Mayan Energy (MYN) and Cogenpower (CGP). I point out that in the end gravity reasserts itself - see Servision (SEV). I lament what went wrong and how it could have been avoided at Fishing Republic (FISH) and BOS Global (BOS). I suggest what useless Mrs May should do on Brexit and then look at the Concepta (CPT) placing. The shares - which we own - are now dirt cheap. But I am still well fucked off with various aspects of today's £2 million placing as I explain.
Published 558 days ago
This is not perfect. But it's not a disaster. Far from it. You really would have to expect a small placing from Concepta (CPT) though after this statement.
Published 559 days ago
Beaufort Securities is house broker to AIM-listed Concepta (CPT) so you may prefer to take what follows with a pinch of salt. Also worthy of note is that it is owned by FIML (which is owned by a trust for Tom Winnifrith’s dependents) and just to keep Tom Winnifrith happy, here is what Beaufort has to say on yesterday’s disappointing Trading and Order update which he covered in yesterday’s Bearcast when he suggested waiting for the placing expected to follow before piling in.
Published 560 days ago
I start with the latest offshore revelations from the Paradise Papers. Tune into BBC 1 tonight at 9 for more fun. I delight in Margaret Hodge the Labour MP being exposed as an A grade hypocrite on this matter and then point out how it is impossible to stop folks going offshore - the answer is not to deter them with punitive UK tax. I look at Concepta (CPT) - which we own - after today's statement, Purplebricks (PURP) and shamed FinnCap's latest tech disaster Intercede (IGP) where its certainly placing ahoy. Then I cover the issues of ramping, de-ramping and stock promotion.
Published 575 days ago
Many folks seemed to think that Concepta's (CPT) next announcement would be a (lack of) profits warning and/or a placing and the shares have been sold down on that basis. Oh ye of little faith.
Published 601 days ago
Declarations first: a) at 11p offer the shares are back at the price at which Concepta (CPT) came to AIM via an RTO in July of last year. It has clearly not delivered as rapidly as we would have liked b) We invested at the RTO and have not sold any of our shed load of shares. Results for the half calendar year came out last week and, speaking bluntly, the numbers do not look that great. In fact they look piss poor. It reported sales of zero, a loss of £1.15 million and ended the period with cash of £1.235 million. So far less than dazzling right? But....
Published 692 days ago
It is good to see a CEO putting his money where his mouth is and the share purchase by Erik Henau should also scotch the silly rumours that a placing is imminent. The Concepta (CPT) head honcho has purchased 80,000 shares at 12.175p. He now owns 293,333 shares so in that context this is a decent purchase. We'd hope to see more boardroom buying soon but expect also to see more hard news on order flow very soon.
Published 695 days ago
Okay I do not own these shares personally. I case anyone is thinking of going for me in a libel case I own nothing but FIML, owned by my family trusts, has built from scratch a fairly sizeable portfolio of 18 stocks. For what it is worth here they are in descending order of current value.
Published 702 days ago
Let's start with the bad news. It really should not be a surprise given the lack of orders announced (until now!) but Concepta (CPT) has confirmed that it will miss full year 2017 sales forecasts. That is the bad news. It has launched a new product and it is a few months behind schedule. These things happen. But...
Published 704 days ago
Shares in Concepta (CPT) trade at 11.875p mid this morning but are according to house broker Beaufort worth 22p. The house broker is biased but the note it has published is interesting for its - conservative - updated forecasts. If the broker is right then in just over six months time these shares will be trading on a 1 year out PE of less than 6 which is insane for a growth play. Judge for yourself. we own shed loads of these shares are will not be selling at anywhere near this price.
Published 738 days ago
Concepta (CPT) has announced major news. But whichever fucktards are paid £5,000 a month for writing its press releases have done their best to bollocks it up. Step forward Yellow Jersey PR, a haven for the morally bankrupt or intellectually challenged. Anyhow, Concepta has announced its first Chinese distributor.
Published 750 days ago
Concepta (CPT) has been a slow burner but we are well ahead on this share tip with the shares now at 16.6p-17p.Last autumn that it was about to sell its MyLotus kits in China and since then it has appointed a country manager and huffed and puffed but there are no sign of those sales. But you won't need to wait long. There are fireworks coming soon.
Published 753 days ago
Concepta (CPT) wants to know why its shares are nor racing away although having tipped this at an 11p offer we are, at 16.5p, well up.? Simple. It announced last autumn that it was about to sell its MyLotus kits in China and since then it has appointed a country manager and huffed and puffed but there are no sign of those sales. And against that background after calendar 2016 results the shares are just 16.5p mid. But before you sell hang on a second...the shares are actually a stonking buy if yoiu can get them at 16p or underand here is why.
Published 758 days ago
In this video from the storming success that was the 2017 UK Investor Show, Erik Henau, CEO, and Adam Reynolds, Chairman, of Concepta (CPT), are at the podium. And make sure that you keep April 21 2018 free for next year's UK Investor Show.
Published 764 days ago
In this video from the storming success that was the 2017 UK Investor Show, in the 'Dragon's Den' companies have a 60 second pitch to Gary Newman, Tom Winnifrith, and Steve Moore for three £1,000 investments. This fifth and final round features Concepta (CPT), Sanderson (SND), Kefi Minerals (KEFI), BlueJay Mining (JAY), and Berkely Energia (BKY). And make sure that you keep April 21 2018 free for next year's UK Investor Show.
Published 828 days ago
Concepta (CPT) has announced a deal that will enhance its fertility product MyLotus with an added stress test. Being stressed out can be a real issue when a chap is trying to get his Mrs up the duff.
Published 857 days ago
Concepta (CPT) has announced that it has secured ISO13485 accreditation which is a key step in attaining its CE marking for its 'myLotus' product for unexplained infertility.
Published 876 days ago
We have four more share tips out between now and January 2nd which you can access for just a fiver HERE, but here is one we prepared earlier which is our first share tip of the year.
Published 886 days ago
Earlier Adam and I chatted about Concepta (CPT). In this podcast we cover Optibiotix (OPTI) and Premaitha (NIPT).
Published 886 days ago
I sat down with Adam Reynolds, the shellmeister today and recorded a string of podcasts. This one is on Concepta (CPT) a stock we own. The shares are 16p-17p. IMHO they should be closer to 30p. The next six months will see masses of news and real, material, sales and that will, I'm sure, drive a real re-rating of the shares. Listen to what Adam says...
Published 950 days ago
Concepta (CPT) has announced that it has issued 464,674 shares following the exercise of warrants - something we warned you about last week. That brings in £34,851 which is frankly neither here not there. Around 10% of that cash came from the exercise of warrants by FIML and my pension fund. Neither are selling at anything like this price although the shares are well up on a 14p offer share tip.
Published 959 days ago
We tipped these shares at a 12p offer - they are now 19.5p-21p but hang on tight. We aim to be selling at 25p+ very soon. But before then an urgent reminder for long term holders: warrants! Deadline 6 October.
Published 963 days ago
I start this podcast with a look at Avanti Communications (AVN) where I hope you ignored the ramblings of snot gobbler's colleagues at the FT and stayed short. 0p is still looking likely and I discuss the problems IIs face today. I look at Arian Silver (AGQ), a dog with fleas which has served the fat useless bastards on the board and its crony capitalist advisers well as punters have been shafted year after year. I look at Northern Petroleum (NOP) where today's dismal results tell you that it is placing ahoy AGAIN, at Petropavlovsk (POG), Galantas (GAL), Boxhill (BOX) and at Capita (CPI),
Published 965 days ago
Concepta (CPT) has announced that it has signed a deal with a Chinese company, Huanzhong Biotech Limited ( HZ) to to assemble and package Concepta's 'My Lotus' fertility product. My Lotus already has regulatory clearance and so this paves the way for a launch very soon indeed.
Published 990 days ago
Hello Share Squaddies. May I bring to your attention another medical outfit which has a very encouraging market to have a go at. The firm is Concepta (CPT) and it has produced something it calls MyLotus. These are clever devices which test fertility in women, as well as being an indicator of pregnancy.
Published 995 days ago
I start with an apology to Ms Jo Hart of Midas in the Daily Mail who I termed a silly witch who shames our profession last week. She is, in fact, clearly the world's greatest tipster for today she has lavished praise on a stock we own shed loads of- Concepta (CPT). I end with a note that I have put my daughter straight on Donald Trump HERE. The bu;t of the podcast discusses bigger fool investing with reference to Cloudtag (CTAG) and I explain why Cynical Bear was far too kind on the POS company earlier today and why I am reporting Cloudtag and its Nomad Cairn to the regulators for either lying to investors or misleading them in a material way four days before a bailout placing.
Published 1003 days ago
Concepta (CPT) the latest Adam Reynolds healthcare RTO on AIM has announced interim result which are pretty academic. The company is a developer of a platform and suite of products targeted at the personalised mobile health market with a primary focus on women's fertility and specifically unexplained infertility.
Published 1016 days ago
Investment Case: The AIM admission of Concepta (CPT) a couple of weeks ago was through a reverse takeover of shellmeister (Adam Reynolds)-saved Frontier Resources International (FRI). We backed Reynolds when he became involved in Frontier, but despite his track-record, then was clearly somewhat speculative as we awaited a deal to be delivered. Now it has and it looks like Reynolds has delivered another promising one…
Published 1027 days ago
Frontier Resources (FRI) is no more. It is now Concepta (CPT), new shares for the RTO, open offer and placing have been issued and the shares have undergone a 250-1 consolidation.
Published 2203 days ago
Dave Allen, that chap from Father Ted, Oscar Wilde...all great Irish writers of comic prose. And now we can add to that list whichever genius crafted today’s operations update from joke company US Oil & Gas (USOP). Truly you have to be a class one crack-head or have an IQ of less than 15 to own this share.