Tom Winnifrith Bonus Bearcast: AIM Companies starting to surf the wave of Blockchain madness - I've seen this all before
Published 33 days ago
CityFibre (CITY) is one of those companies where I really struggle to see how the market cap is justified, even allowing for future potential and growth prospects. I covered the company bearishly around a year ago when two of the directors offloaded some of their shares when the price was 63p – albeit that they didn’t hold many of them anyway.
Published 94 days ago
Hello, Share Mixers. A whizzo strategy when trying to find a new company in which to invest is to ask if what it provides is part of a growing trend. Will it deliver the goods in a world which becomes faster and more efficient in the future? Or does the company provide goods or services which are gradually becoming less fashionable and out of date?
Published 110 days ago
Sylvania Platinum (SLP) is a company which I’ve followed for quite some time and hold shares in myself - and I view today’s unexpected acquisition news as being positive for the company moving forwards.
Published 124 days ago
Following the successful floatation of Fishing Republic (FISH) a couple of years back, it was only a matter of time before one of the other large fishing tackle retailers followed the same route, and we’ve just seen Angling Direct (ANG) list on the AIM market.
Published 166 days ago
A 10:15am “Trading Update” announcement from restaurant group Comptoir (COM), which IPO’d at 50p per share on AIM less than a year ago. An unusual time for a trading update + a restaurant group, with all the pressures facing that sector currently = I think I can guess much of how the announcement is going to go…
Published 207 days ago
Fishing Republic (FISH) is a company that I have been keeping a close eye on ever since it first listed on AIM back in June 2015 and, although I find it hard to see value at the current market cap, it is showing signs that it could grow into it.
Published 213 days ago
Orosur Mining (OMI) certainly isn’t amongst the more popular resource stocks on AIM and trading volumes are often verging on non-existent, but I believe that many are missing an opportunity here as they go chasing rainbows with companies that are years away from production, assuming they ever actually get to that stage!
Published 433 days ago
As someone who works in the fishing tackle industry as my day job, and have done so for nearly 20 years, I watched with interest as the first retailer in the sector floated on the AIM market last June.
Published 488 days ago
Hello Share Twiddlers. One of my favourite stores in my nearest big town is B&M (BME). It is a natural successor to Woolworths, which used to be my number one store. Yes, we all know what happened to the high street Woolworths, but in dark times, which many of our citizenry claim to be experiencing, it’s the stores which offer bargains that are most likely to thrive.
Published 523 days ago
On Plexus Holdings (POS) announcing the raising of $5 million of new equity in April, I questioned whether it was to fast track its entry into the Russian and other markets or to keep the lights on – see HERE. We now further have an answer – with the company announcing a conditional (including on 28th June General Meeting approval) gross £6 million placing including to “strengthen Plexus' balance sheet during the current down cycle”...
Published 548 days ago
Hello Share Scrimpers. Being a sensible sort of chap I do not have any life insurance. There is no point in an investment in my death, as I will get no benefit from it. True, my family would, but who cares about that? But my death fascinates me a bit. As a Christian I expect to carry on regardless in another life, but that is a different consideration. I’m getting round to looking at investment in Dignity (DTY) a share I’ve avoided researching in the past, probably out of a fear of dying as I approach my three score years and ten.
Published 571 days ago
Online fashion retailer Boohoo (BOO) has undergone a steady recovery over the past 15 months or so, but I would question how much further this run of upwards momentum can extend.
Published 864 days ago
Hello Share Scrunchers. Nobody likes getting junk mail. Except me, who rather likes a big dollop of mail every morning and no longer gets it from friends and family. They’re not dead; they’ve just gone onto email. Lazy beggars! But one firm which does junk post - they prefer to call it direct mail - is Communisis (CMS).