Brave Bison is likely to get slaughtered

Published 2 days ago

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

Ocado valuation continues to reach even crazier heights

Published 6 days ago

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

Time to think about banking a 1,100% profit on Serica Energy

Published 12 days ago

Serica Energy (SQZ) has been one of my best performing share tips ever, but following recent developments now would seem to be a good time to bank some profit, if you haven’t already done so.

Hard to see value in InnovaDerma at the current share price

Published 22 days ago

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

Ascent looks like it is about to begin another descent!

Published 37 days ago

Ascent Resources (AST) has hardly exactly lived up to its name in recent times, as it has been on a steady downwards trajectory for some time now. There's now been an RNS advising of a strategic review and a formal sale process for the company being initiated. Given its situation, I certainly wasn’t expecting the market to take the news particularly well - but the share price rocketed and even as I write this, it is currently 1.1p to buy - up more than 22% on the prior close.

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

Published 45 days ago

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

For some cheap exposure to gold, take a look at Highland Gold Mining

Published 57 days ago

Given what is going on in the markets and world in general at the moment, it would seem silly not to have gold featuring somewhere in your portfolio.

Hard to see how Weatherly will escape drowning in a sea of debt

Published 67 days ago

One of ShareProphets regular readers, Wildrides, has asked me to take a look at Weatherly International (WTI), and as I do follow the mining sector quite closely, I am happy to give my thoughts on the company.

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

Published 81 days ago

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

Management Resource Solutions continues to turnaround the business

Published 86 days ago

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

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

Published 88 days ago

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

It is easy to see why Ocado is heavily shorted

Published 89 days ago

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

Randgold can overcome the problems in the Congo - buy

Published 103 days ago

It isn’t often that I look at shares in a FTSE100 company and can easily see a very high chance of a 25% or more gain in share price over the coming months.

Why Disappointment over this Big USA Oiler's Numbers May Be a Buy Signal for Shell and BP

Published 111 days ago

Hello, Share Slickers. The world’s biggest oil company Exxon Mobil has posted disappointing numbers. As a result, the shares dipped 5%. Analysts were expecting profits to jump on the big rally in oil prices.  But get this. The company actually announced 4th quarter net profits of £8.4 billion. Yes, $8.4 billion!

Tern - uh-oh, now a profit warning

Published 121 days ago

Having warned back on 7th November that AIM-listed Tern (TERN) was heading into the perfect storm, I note that the shares are now just 2.75p as against 4.375p then. We are just 3/8 of the way through converting the company’s death spiral facility whose identity is not disclosed, its principal investee hasn’t raised a bean via US Capital Partners, Tern has had to pony up more cash to it (having given a clear signal of cashflow the other way). And now we learn that Device Authority has seen 2017 revenues impacted by delays in both customer implementation schedules and customer restructuring. It never rains when it pours….

Will things be different this time around at Westminster Group?

Published 123 days ago

Westminster Group (WSG) is a company which I once had high hopes for, but in the past it has always been one which has promised the earth but has failed to deliver much of any real substance.

Is Lionsgold really worth £19 million currently?

Published 126 days ago

The rise in shares of Lionsgold (LION) has got the attention of many, and it certainly looked as though news was leaked prior to an RNS later in the day. Having seen the share price dropping steadily of late, it suddenly surged more than 40% on much higher than normal volume. Initially it looked like just another pump, as this share has been very popular with private investors ever since its share price rose by around 500% in December and is very volatile, but then an RNS dropped informing the market that it was making a new investment, and it ended the day up nearly 90% at 4.55p on the ask.

CyanConnode seems incapable of converting orders into revenue and profit

Published 138 days ago

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

F40 Univision – “pleased to announce” interims to Sept. Opinion (profit) vs reality (cashflow)

Published 161 days ago

I am a bit puzzled by this announcement. ShareProphets AIM-China Filthy Forty play Univision (UVEL) is obviously “pleased” with the results, and with profits reported 133% higher on the same period last year and a major long-term contract win in the bag, who would not be pleased. Until, that is, you turn to the cashflow statement…

Polymetal looks a great buy at the current price

Published 165 days ago

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

When gold bounces Centamin will shine

Published 169 days ago

Gold has been very difficult to read lately, with a lot of the swings making very little sense in the context of the events that have been driving them.

BT Group could still prove to be a great recovery play

Published 199 days ago

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

Fresnillo offers fantastic upside from further gold and silver strength

Published 208 days ago

Recent weakness in precious metal prices is creating some great opportunities in the equities which are affected by this, and has resulted in some mining shares dropping back to a share price level where they offer good risk versus reward.

Parkmead Group looks very cheap - buy

Published 210 days ago

Often the valuation of resource companies on the AIM market seems to revolve more around how popular they are amongst private investors, than having much to do with the progress that they have made, and how well they are likely to do in the future.

Why I'm happy with the Central Asia Metals acquisition

Published 240 days ago

If I’m being completely honest then I have to admit that I was somewhat annoyed when an RNS from Central Asia Metals (CAML) initially landed to say that trading in the shares had been temporarily suspended pending the acquisition of a large asset. That annoyance though was largely driven by a shorter term view, as shares in the company had been doing very well and the price was increasing steadily in the run up to the financial results, which were expected to be good and with yet another high yielding dividend to be paid. Alongside that copper was flying and had just topped the $3.10/lb level.

Serica Energy is on the verge of restarting production - worth a nibble?

Published 242 days ago

When it comes to the AIM resources sector, any sort of delay or news which is perceived to be negative can have a negative effect on the share price which is far from justified. Of course there is a lot of junk on the market and when bad news comes and it inevitably crashes, it is of no real surprise, but there are other companies where a temporary hit to the share price can present a great buying opportunity.

Why I'm happy to be holding shares in suspended Central Asia Metals

Published 261 days ago

Although you can’t currently trade shares in Central Asia Metals (CAML), given my bullishness on the company I felt that I should take a look at the current situation following news of a suspension in trading at the start of the week.

EnQuest could be even cheaper after its interims - following problems at Kraken

Published 267 days ago

Delays to the Kraken field reaching full production levels could prove costly for EnQuest (ENQ), as it will leave a large gap in expected revenues up until that point.

Image Scan Holdings – a trading update sparks the shares again

Published 269 days ago

Shares in X-ray screening systems company, Image Scan (IGE) are currently amongst the top gainers on the day – approaching 20% higher, to more than 8p, on the back of a “Trading Update” announcement…

Growth rates are failing to support the Gfinity market valuation

Published 270 days ago

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

Genel Energy remains a long term hold for me

Published 271 days ago

Genel Energy (GENL) has been one of a number of mid-tier oil and gas companies which really took a hit during the slump in oil prices over the past few years, and had seen its share price decimated as a result.

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

Published 279 days ago

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

Capital Drilling – half-year results include “broadened” uplift in activity, so why are the shares lower still?

Published 281 days ago

Drilling services company Capital Drilling (CAPD) has announced results for the first half of 2017, including that an initial uplift in activity has broadened with an improving outlook in industrial metals and capital markets activities support. Why then are the shares further lower, below 40p, having been above 60p earlier this year?...

It's time to consider banking some profit on Dotdigital

Published 291 days ago

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

Take a Look at this Rising Company Which Fights Addiction

Published 296 days ago

Hello, Share Muddlers. Within my mission to bring to you shares which seem to be operating under the radar, and so you might not have considered them before, I give you Indivior (INDV). This is a small drugs company with the power to improve society.

Central Asia Metals looks a great longer term investment in copper

Published 308 days ago

On the AIM market these days it seems as though many would far rather buy into the latest pump and dump on a piece of junk, than invest in a company that is actually running its business properly and making money. The problem with putting your money into junk is that at some point true value normally shines through and the resultant share price crashes can be spectacular.

City of London Reaches Out to Far Flung Places to Reap Growing Profits

Published 309 days ago

Hello Share Troggers. A share I’ve oft commended to you on this legendary website, and occasionally disparaged, has published a trading report for its year ended in June. And it tempts me to buy a few more shares.

Hotel Chocolat – full-year trading update, revenue “slightly ahead of market expectations” but what about profit & cash?

Published 310 days ago

“Trading Update” announcement from chocolatier and retailer, Hotel Chocolat (HOTC), which near the start includes revenue “slightly ahead of market expectations”. The shares are though currently slightly lower, at circa 335p. Hmmm...

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

Published 312 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.

Will UK Oil and Gas ever produce large amounts of oil onshore in the UK? Er... sell!

Published 316 days ago

I haven’t looked at UK Oil and Gas (UKOG), and more specifically the Horse Hill oil field, for quite a while and a lot has changed in the meantime, so I thought it about time that I revisited it.

How About Ocado - if You Think On-line Shopping is Set to Get Even Stronger?

Published 322 days ago

Hello Share Smoothers. Ocado (OCDO) is one of those annoying companies which does not give you a clue as to what it does by its name. It is in fact an online supermarket. And it should have been called something like ‘The On-Line Supermarket.’ Never mind. Silly names is just one of my personal irritants in the share picking game.

SIG Set To Get Back on Track with a A (Fairly) New Head Honcho

Published 325 days ago

Hello share takers. Energy costs are in the news again, with the government’s latest ploy to cap charges for the less well off among us. It doesn’t quite seem the right time to invest in electricity suppliers, does it?

Filtronic – year-end update, following prior ‘ahead of expectations’ announcement…

Published 340 days ago

Electronics products for the wireless telecoms infrastructure and related markets-focused, Filtronic (FTC) is “pleased to provide” a trading update for its year ended 31st May 2017 – and the shares has responded slightly higher towards 13p...

Sylvania Platinum looks to offer great long term value

Published 342 days ago

As long as there is nothing fundamentally wrong with the company itself, then with any leveraged play on commodity prices, which is basically what many producers are, the time to be buying is when the price of the underlying commodity is near the bottom of a cycle. It is usually hard to judge exactly where the bottom is going to be but, when it comes to platinum, I think we are nearing that area.

This Tasty Firm is No Chocolate Teapot

Published 345 days ago

Hello Share Snatchers. What is it about the taste of chocolate? I never met anyone who didn’t love the stuff. And I reckon it’s pretty addictive. Otherwise, why should we eat nearly the whole box once we taste the first choccy?

Mosman Oil & Gas over-reacts to very average news at best!

Published 346 days ago

Private investors often seem to have very short memories, and although many have previously been badly burned by putting money into Mosman Oil and Gas (MSMN), some were flocking back into the company again today, sending its share price rocketing.

Eckoh – full-year results argue “excellent” future prospects, but what’s already in the valuation?

Published 347 days ago

“Eckoh plc (ECK), the global provider of secure payment products and customer contact solutions, is pleased to announce its final results for the year ended 31 March 2017”. Hmmm, this though follows a profit warning in September

You May Still Want to Back the Black Horse with a Divi that's Riding High

Published 353 days ago

Hello Share Dredgers. Once again I bring to you Lloyds Banking Group (LLOY) as a share worth considering. This simple statement will draw flak from my good friend Wildrides, but the case for Lloyds is getting better.

This Haulier Lives Up to its Own Epic Code - WIN

Published 354 days ago

Hello Share Curlers. The last time I brought road hauliers Wincanton (WIN) to your notice was around Christmas last year. The share price then was 242p. Now it’s 304p. So a small victory. However, recent figures from this Wiltshire-based outfit give me cause to think there is further scope for the share price to travel.

The Admirable Creighton Now Has an Even More Admirable Share Price

Published 358 days ago

Hello Share Crushers. I’m going to have to bring my currently favourite share before you yet again. Stock in Creightons (CRL) once reached a low of about 2p a pop. As I write it is just short of 25p.

Petrofac can still recover after recent bad news

Published 362 days ago

Petrofac (PFC) has seen its share price get absolutely hammered in recent weeks, and although some will probably think I am mad, I can see a buying opportunity here at these levels.

Aeorema Communications – 1:01pm “Trading Update” announcement. Uh oh…

Published 367 days ago

Aeorema Communications (AEO) has followed a 12:43pm profit warning ah sorry, “Trading Update” announcement, in December with a 1:01pm “Trading Update” announcement today. I’ll give you whatever odds you want on this being good news…

Time to buy Vedanta before the release of results in the UK

Published 369 days ago

Vedanta Resources (VED) was one of my best performing shares during 2016, and after a significant pullback in the share price in recent months it is well worth considering buying back in at current levels.

In Touch Company Deserves Your Attention as Profits Rise

Published 373 days ago

Hello Share Shufflers. There is a Geordie company which wages war on switches and buttons. It makes touch sensors. You’ll see this kind of technology everywhere these days, beginning with your mobile phone.

Distil has been a fantastic investment but it may be time to take some profit

Published 379 days ago

Whilst it is true that a lot of the small companies listed on AIM are total junk, there are also some gems amongst them, and I think that Distil (DIS) falls into that category. I first came across this company at the UK Investor Show a couple of years back and it has performed extremely well since I first covered it as a buy here at around 0.8p - the share price is currently nearly 350% higher than it was back then.

Image Scan – update on trading & a placing

Published 380 days ago

Writing previously in December on x-ray imaging products for the security and industrial inspection markets-focused Image Scan Holdings (IGE) I concluded, with the shares at 6.5p, that I’d continue to monitor for the company growing more into such a valuation. It has now announced a 5.25p per share placing and subscription “to accelerate the introduction of recently developed products into the widest possible market, further extend the research and development activity and to provided additional working capital to facilitate the management of larger contracts”

Another good update from Randgold Resources - still a buy

Published 382 days ago

I have been a fan of Randgold Resources (RRS) for a long time and the latest update from the company continues to support my bullish view here.

Tesco May Be Heavily Traded - But I Rather Wish I'd Not Bothered Myself

Published 386 days ago

Hello Share Grapplers. It seems that two of the most popular shares being bought and sold by we great band of punters at the mo are Lloyds Group (LLOY) and Tesco (TSCO). I looked at Lloyds yesterday, reckoning it has the making of a good buy because of slow, if unspectacular, progress revealed in its last quarterly figures. I’ll turn to another well-traded share, Tesco, today.

The Great Coffee Cup Outrage Could Be Cured by This British Firm

Published 394 days ago

Hello Share Monkeys. Quite a few of my more moribund penny shares are in revival mode at the mo. Which is unusual. Because when the Footsie rises, investors are more likely to get income from more reliable outlets. Why risk the huge volatility of the cheaps when you can make money investing in companies with big cash piles and ever growing profits, i.e: most of the Footsie members?

Fishing Republic: Impressive growth but still looks expensive

Published 395 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.

Orosur looks under-valued as gold shows continued strength

Published 401 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!

Sanderson Group is showing steady growth

Published 409 days ago

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

Central Asia Metals - the best value mining stock on the market?

Published 415 days ago

A few weeks back I wrote a piece here suggesting that Central Asia Metals (CAML) was one of the best value mining shares around, and following the release of its final results I believe that to be even more the case now.

AIM still shrinking as another two bite the dust and more to come this week

Published 424 days ago

As at the end of February the number of companies listed on AIM had fallen to 973 – down from 982 at the end of 2016. Having seen 7 new admissions in the first two months of this year, that means that 16 companies disappeared off into the ether during the same period and the world’s most successful growth market has shrunk back to levels not seen since 2004 in terms of the number of companies listed. This morning saw the demise of Rapidcloud (RCI) and North RiverResources (NRRP).

IQE Results May Be a Buying Opportunity as Shares Dip to Profit-Takers

Published 429 days ago

Hello Share Smackers. After a long - and for me nervous - wait, the full results for IQE (IQE) are in. And as I predicted on this terrific website, the shares fell on the announcement.

Zinc Media looks expensive based on latest financials

Published 431 days ago

Small AIM outfit Zinc Media (ZIN) released its interim results last week and trumpeted that it is continuing to move in the right direction, but I would question whether the turnaround is happening fast enough to make the shares attractive.

You'll struggle to find a better copper play than Central Asia Metals

Published 443 days ago

Copper has been showing some signs of weakness in the past week or so following an unstoppable rise from around $2/lb during the early part of 2016, and despite the pullback it is still trading much higher, at around $2.62/lb, as I write this piece.

RedstoneConnect – full-year trading update, where next?

Published 444 days ago

Most recently writing on RedstoneConnect (REDS), I concluded that there looked to be continuing encouraging trading momentum and, at 1.425p, the shares were for watchlists. They were little changed on the noted share price level – before a “Trading Statement” announcement this morning…

Has the Wetherspoon Phenomena Reached its Peak? Well, Perhaps for Now

Published 444 days ago

Hello Share Thrashers. In the past I’ve commended you to look at JD Wetherspoon (JDW). My reasoning was that average families, like mine, cannot do without it.

Starcom looks no closer to actually making a profit

Published 452 days ago

Starcom Systems (STAR) has just released a trading update which shows that progress is still slower than expected in terms of growth and actually making the company profitable.

Is the Black Horse Worth A Punt? This is Why I think it Might Be

Published 456 days ago

Hello Share Plodders. For a year or two now I've been saying that British banks are worth a re-look, if only because the number of fines and compensatory payments are bound to diminish soon. Now it looks as though the bank shares I've been suggesting most are set to rattle ahead even faster than the last few weeks. And their recent progress has already been encouraging.

Hotel Chocolat – strong half-year results & “confident of further progress”, but are the shares a buy?

Published 457 days ago

Having to-date been sceptical on shares in chocolatier and retailer Hotel Chocolat (HOTC), I note they currently higher on the back of results for the company’s half-year ended 25th December 2016...

WH Smith Marches Across the World and It Could Make the Share Price Travel

Published 457 days ago

Hello Share Mashers. Are you ready to give another chance to a great British giant of the High Street? One such outfit, in my humble opinion, is WH Smith (SMWH).

Lighthouse Group – ahead of expectations 2016 results, still good value?

Published 458 days ago

Having previously concluded on shares in Lighthouse Group (LGT) at 11.75p that they could prove good value, I note that they are currently higher today on the back of a results announcement for the 2016 calendar year…

Goldplat – half-year results, still a gold recovery buy?

Published 458 days ago

Previously writing on Goldplat (GDP), I concluded that I continued to expect more to come as the shares rose back above 6p. The following updates with they currently up to 6.625p on the back of results for the six months ended 31st December 2016…

Tern – FY16 results: how hard are the numbers?

Published 460 days ago

AIM-listed investment company Tern plc (TERN) released its results for calendar 2016 on Friday. On the face of it the numbers, delivered with commendable speed, were excellent and with the shares up by 14.5% on the day the market seemed to like what it saw. But I wonder just how hard the numbers really are.

BrainJuicer – 2016 results, emphasises “strong performance” & “confident”. BUT…

Published 469 days ago

Marketing and market research group BrainJuicer (BJU) has announced results emphasising “strong performance in the first half of 2016 continued over the second six months” and “we are pleased with the continued progress across the business and remain confident in its long-term potential”. However, the shares have responded lower to sub 700p…

Look at This Big Supply Firm Which Likes to Get Bigger

Published 477 days ago

Hello Share Scrapers. Already this week, I’ve brought to your notice DCC (DCC), a Footsie distribution giant. I’m so cheerful about the sector, I bring you another one which is also in the big 100 club.

BrainJuicer – more detailed trading update sparks shares further higher

Published 489 days ago

With a trading update last month having sent shares in market research group BrainJuicer (BJU) higher above 500p, a further update has now helped them to 675p…

Fitbug's latest update must be a joke surely?

Published 490 days ago

If it wasn’t for the fact that ordinary PIs will have lost a lot of money, the announcements and share price movements in Fitbug Holdings (FITB) over the last couple of days would almost be comical!

Distil - promising, but needs to show a net profit at the next update

Published 491 days ago

Distil (DIS) is a company which I have been following closely for a couple of years – as well as holding shares in it myself.

STM Group – full-year trading update, how’s recovery from H1 profit warning?

Published 498 days ago

I concluded in August on shares in cross-border financial services provider, STM Group (STM) that for those looking for a small speculation, I reckon you could do a lot worse – and reiterated that in October. The company is now “pleased to announce a pre-close trading update”

Financial results of many oil producers will disappoint in 2017

Published 508 days ago

Looking at the performance of many oil producers over the past few months you could easily be forgiven for thinking that their problems are over and all is rosy within the sector once more.

Why it is often difficult to value small resource companies accurately

Published 511 days ago

Valuing small resource companies can be difficult, and often they will appear to be far cheaper than they really are. The bulletin boards, Twitter, etc are full of people extolling the virtues of the companies that they are invested in and pointing out that they should be worth far more than what the share price currently reflects.

Here's Another Share Which Could Spurt Up with the Growing Oil Price.

Published 511 days ago

Hello Share Splodgers. Have you considered buying shares in Petrofac (PFC)? It’s one of the world’s biggest providers of infrastructure, including buildings and equipment to the oil and gas world.

Will Webis ever actually make a profit?

Published 527 days ago

There is a saying that ‘revenue is vanity, profit is sanity’, and I have to wonder if there is a better example of this than tiny AIM listed betting company Webis (WEB)!

BrainJuicer – “above current market forecasts” trading update, but value in the shares?

Published 531 days ago

Market research group BrainJuicer (BJU) has updated that it is “confident” of profit for the 2016 calendar year “above current market forecasts” - sending the shares more than 8% higher towards 540p…

Image Scan Holdings – full-year results, jam now being delivered?

Published 535 days ago

X-ray imaging for the security and industrial inspection markets-focused Image Scan Holdings (IGE) has announced results for its year ended 30th September 2016 – and the shares are currently slightly higher to 6.5p…

IndigoVision – trading update, shares good value?

Published 539 days ago

Previously writing on video security systems group IndigoVision (IND), I concluded that although a market cap of sub £11.5 million suggested there potentially good value, trading concerns saw it for now remain on the watchlist. The following updates on the back of a “Trading Update” announcement...

The Admirable Creightons Share Keeps On Moving - Up and Away

Published 547 days ago

Hello Share Finders. Probably the smallest firm I invest in currently is Creightons (CRL). This has not deterred me from recommending it to you from time to time. Luckily, each time I bring it up, we seem to be rewarded with further gains.

Creston – recommended offer, “an attractive premium”. Really?

Published 554 days ago

Marketing group Creston (CRE) has announced results for its half year ended 30th September 2016, but also that it is recommending a 125p per share offer from a company of 28% shareholder DBAY Advisors…

Dewhurst – performance from “materially below” to “positive… compared with current market expectations”

Published 557 days ago

Previously writing on Dewhurst (DWHT) on a February AGM update, I noted further negative macro read-across. The company has now updated including “whilst seasonal effects mean the company's second half is traditionally stronger than the first half, the effect in FY16 has been greater than usual”

Filthy 40 Aquatic Foods – Q3 trading update

Published 558 days ago

Shares in ShareProphets AIM-China Filthy Forty play Aquatic Foods (AFG) put on 35% on Friday, following release of a third quarter trading update. Drilling through some of the numbers they seem to be impressive, begging the question of why an apparently profitable and cash-generative company which is drowning in cash worth about three times its market capitalisation would be considering its dividend policy, having chopped the half-year payment by 71%.

Castings – half-year results show profit hit, to get hit further?

Published 560 days ago

On the back of an August AGM Statement from Castings (CGS) with the shares at circa 428p, I noted there looking an increased risk of short-term share price pain. The following updates on the back of the company’s Half-year Report, with the shares currently sub 400p…

Compass Could Show the Way, Should Four Year's Hard Work Goes Down the Drain

Published 563 days ago

Hello Share Slurpers. After four years’ dedicated slog, I have finished my blockbuster crime/horror novel. So I've been sending it, one at a time, to literary agents. This is a scary moment, as it could mean four years down the pan. However, I have not made a great deal of money out of my shares over the last four years, either.

Gattaca – full-year numbers suggest compelling value, but is it?

Published 568 days ago

Shares in engineering and technology recruitment group, Gattaca (GATC) are currently 15% lower today, at sub 300p, despite a results announcement emphasising “profits in line with market expectations”. Hmmm…

Tern – disposal racks up mega profit with lightning speed

Published 568 days ago

 You have to hand it to AIM-listed jam-tomorrow investment company Tern plc (TERN), this morning’s disposal news is a cracking outcome. Having bought a few bits of the now defunct Flexiant business out of administration over the summer for £75,000 we are told today that one of the divisions has been sold for $500,000. That is on top of a previously reported (in excess of) £90,000 of unpaid bills which were chased up. The only puzzle is why shares in Tern have slipped on the news, albeit only by a small amount at time of writing. Why the disappointment?!

I remain bearish on Purplebricks going into 2017

Published 571 days ago

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

Goldplat – Q1 2017 operational update, still a gold recovery buy?

Published 575 days ago

Goldplat (GDP) has announced an “Operational Update” for the three months ended 30th September, with CEO Gerard Kisbey-Green “very pleased with the progress made on all areas of strategic focus as we continue to improve our operational efficiencies, increase processing capacity and ultimately build our profitability”

Sylvania Platinum remains a buy after positive update

Published 576 days ago

I’ve been a fan of Sylvania Platinum (SLP) for some time now and it is a company in which I hold shares myself, and after the latest update I see no reason to change that stance.

Hotel Chocolat – “pleased” with full-year results, but valuation tasty?

Published 583 days ago

Hotel Chocolat (HOTC) co-founder and CEO, Angus Thirlwell emphasises “I am very pleased with our performance since we were admitted to trading on AIM in May this year. Our results are strong, the Hotel Chocolat brand has continued to strengthen and we have made good progress with our three strategic priorities of investing further in our British chocolate manufacturing operations, growing our store estate and developing our digital offering”. Let’s take a look…

Image Scan Holdings – “Pre Close Trading Update”, jam now being delivered?

Published 585 days ago

Previously writing on X-ray imaging for the security and industrial inspection markets-focused Image Scan Holdings (IGE), I concluded that the order momentum continues to interest, but I wait for further cash flow and balance sheet clarity before possibly taking a more positive position than on the watchlist. The company has now announced a “Pre Close Trading Update” for its year ended 30th September 2016...

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

Published 589 days ago

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

EasyJet Is No Easy Bet while the Pound Flies Low

Published 591 days ago

Hello Share Plinkers. The old memory is not what it was, but I think I may have commended Easyjet (EZJ) to your further researches not so long ago. But stories change all the time, as Uncle Tom often reminds us, and circumstances have altered over the budget airliner.

There's Money in Health and Safety. Just Ask Intertek.

Published 592 days ago

Hello Share Squashers. Intertek (ITRK) might sound like a new business for the technological age. It ain’t. It was founded in 1885 when Mr. Caleb Brett formed a marine surveying business to test and certify ships' cargoes.

Ready for a Cardinal Suggestion? - Take a look at Wolseley

Published 599 days ago

Hello Share Zappers. If you’ve had the misfortune to buy a new part for your boiler after your central heating failed to re-start this Autumn, you’ll know that bits and pieces of the plumber's trade can be quite pricey these golden days. I bet the makers of these essential things have quite a high margin of profit. After all, we know that the cost of some raw materials that make them are a lot lower than they used to be.

Why do the Admirable Creighton Shares Keep Rising? Who Cares - If They Keep Going Up

Published 602 days ago

Hello Share Fans. These days I find myself commending to your further investigation shares that I do not own myself more than shares that I do. One reason is that I feel it’s part of my job to explore promising companies which don’t always show up often on the City radar.

A Warm September Stifles My Desire to Buy Bonmarche Shares

Published 603 days ago

Hello Share Scrimpers. When times become hard - and loads people are just not earning enough in these days of minimum wages and zero hour contracts - some things have to be gone without. One of these not-so-essential services is the provision of new clothes. Personally I’ve not bought any new threads for some time, due to a bursting wardrobe and the paucity of interesting new fashions these days.

Goldplat – full-year results, a gold recovery buy?

Published 606 days ago

Outgoing Goldplat (GDP) Chairman Brian Moritz considers it “a pleasure to be able to report an improvement in both the production and profitability of Goldplat, led by the recovery operations”, though the shares are currently unchanged on the day at 5.75p…

Brady plc – review as it’s boardroom change ahoy

Published 609 days ago

Having chatted to him in May, I was surprised to see an announcement earlier this month that “after nine years Gavin Lavelle has decided to pursue new opportunities and has stepped down as CEO” of Brady plc (BRY). The company has now also announced that founder Dr Robert Brady has stepped down as a non-executive director. Hmmm…

Morrison Profits Up - but I'm Still Wary of British Supermarkets

Published 616 days ago

Supermarket shares are to be treated cautiously in my view. I say that even though I am a long-term holder of Tesco (TSCO), Sainsbury (SBRY) and Morrisons (MRW). All are currently showing red in my portfolio.

Journey Group – what do half year results suggest about recommended takeover offer? …

Published 624 days ago

I wrote on provider of in-flight products and catering services to the airline industry, Journey Group (JNY) last month on a recommended 240p per share takeover offer - see HERE. I now update post publication of the company’s results for the first half of 2016…

Orosur Mining is one of the better gold plays on AIM

Published 625 days ago

When it comes to smaller AIM listed gold producers, then Orosur Mining (OMI) looks to be one of the better ones around...

Stilo International – why are the shares materially down again on a results announcement?

Published 631 days ago

Shares in Stilo International (STL) currently trade more than 9% lower today, at just over 7p, on the back of the company’s half year results announcement. This follows them also having fallen by more than 14% following the company’s announcement of 2015 results in March. Hmmm…

Zamano – initial “Highlights” of half year results positive, so why are the shares further down?

Published 638 days ago

zamano (ZMNO) has announced results for the first half of 2016, with a first two “Highlights” of “sales increased by 80.2% to €18.748M” and “zamano continued to improve its balance sheet position, with cash of €7.430M at 30 June 2016”, so why are the shares currently further lower below 10p? …

Goldplat – now in a position to advise on its results to end June? …

Published 639 days ago

Shares in Goldplat (GDP) are currently more than 9% higher, at 6p, on the back of a “Trading update” announcement. The following reviews after previous comment from myself last month…

Builders Bashed By Brexit? - Tell That to Soaraway Persimmon

Published 639 days ago

Hello Share Thudders. Despite the huge falls which befell builders once the Euro-vote results were known, I keep faith with the bricks and mortar trade. The whole world seemed to feel that Brexit was particular bad for the property market - since it was argued that foreigners would no longer want to live here. There is however increasing evidence that foreign buyers couldn’t care less whether we are in Europe or not.

Empresaria – Half Year results, gains banked prematurely?

Published 645 days ago

We recommended shares in staffing group Empresaria (EMR) on the Nifty Fifty subscription site at a 28.5p offer price in January 2013, banking gains at a 65p bid price last year citing a cautious view on stockmarket valuations. The following updates with the latter decision currently proving further premature on the back of a positive results announcement for the first half of 2016…

Robinson plc – H1 results, reported “soft market conditions” concern on macro, as well as micro, level

Published 645 days ago

Commenting on an AGM update in May from packaging company Robinson plc (RBN), I concluded, with the shares at 155p, that I’d tread cautiously with it looking that the first half year performance at least wasn’t going to be pretty. The following updates, with the shares currently down to 145p, on the results announcement…

Castings – AGM Statement, is profit about to take a further hit? …

Published 646 days ago

Automotive and commercial vehicle-focused iron casting and machining company, Castings (CGS) has updated that “our plan to fill the profit gap created by the ending of a major machining contract remains on course with improvements still expected from 2017/18”, though now also that “we have seen a softening in demand from our main customers since the statement in the Chairman's report in June”. Hmmm...

As Brent Crude Rallies, It Could Be Time to Grease Your Portfolio with More Oilers

Published 646 days ago

Hello Share Swiggers. If you have shares in producing oil firms you might want to consider hanging onto them. And if you have spare cash you might research a few likely companies with a view to a bit more investment. The reason is that the price of Brent crude oil is going up again. It is tickling $50 a barrel as I write. It was there a few months ago when the price level caused some excitement. Quite a few oil companies nudged up on the news, including Shell (RDSA) and BP (BP.).

Portmeirion – half year results (following profit warning), does forward confidence look merited?

Published 659 days ago

Following its recent profit warning“Portmeirion Group (PMP) is pleased to announce its performance for the six months ended 30 June 2016”. Hmmm…

James Halstead – states recent ‘drastic’ Sterling reversal “bodes well”, but enough to make the shares a buy?

Published 661 days ago

“Pre-Close Trading Statement” from James Halstead (JHD) updates that “trading through to 30 June 2016 has been solid and profit before tax for the full year will be ahead of last year, in line with market expectations and at the highest level in the company's history”. This is despite that “during the majority of the year Sterling traded at a higher level than the prior year presenting challenges to our overseas turnover, which is in excess of 60% of total turnover”. Does opportunity now knock then here?

Brady – half year trading update review following my recent CEO chat

Published 675 days ago

Following my recent chat with its CEO Gavin Lavelle, provider of energy, commodity and recycling software, Brady (BRY) “is pleased to provide a trading update for the half year to 30 June 2016”. Let’s take a look…

BrainJuicer – half-year trading update notes “generally encouraging” top-line growth, BUT…

Published 679 days ago

Market research agency, BrainJuicer (BJU) has announced “generally encouraging” top-line growth and that half year “operating profit increased by some 41%” BUT…

Samuel Heath & Sons – results a spin-free pleasure to read, bar post-Brexit vote outlook warning

Published 680 days ago

Firstly to thank the eponymous Chairman of builders’ hardware and bathroom products manufacturer, Samuel Heath & Sons (HSM) for a management statement which was a, most rare in these times, spin-free pleasure to read. However, the statement includes an outlook warning…

Scholium – full-year results, loss reversed & “markets stabilised”, but shares down. Hmmm…

Published 687 days ago

Results for the company’s year to 31st March 2016 see rare books, arts and collectibles group Scholium (SCHO) comment “we were pleased with the performance for the year. A significant loss has been reversed and many of our core markets stabilised”. However, the shares are currently approaching 11% lower on the day, at 32.5p, in response. Hmmm…

James Latham plc – strong full-year results, but growth slowing?

Published 700 days ago

Panel and timber distributor, James Latham plc (LTHM) is “pleased to report very good trading results for the financial year to 31 March 2016”, though notes “year on year growth slowed in the second half year”. Let’s take a look…

There Might Be Room at the Premier Inn for Share Shifters to Make Money.

Published 700 days ago

Hello Share Thumpers.  The big hotel and catering set-up Whitbreads (WTB)  has had an encouraging write-up in my modest column before. If anything my enthusiasm has increased since then. The first three months of this year were promising  both for its hotels and for its Costas, the Italian- sounding, but not, chain of coffee houses, which seem to be springing up everywhere.


Creston – full-year results, “in a good position”?

Published 701 days ago

Shares in marketing communications group, Creston (CRE) are currently recovering towards 100p following its announcement of results for the year ended 31st March 2016 and CEO’s statement that “despite still having work to do, we are looking forward to continuing… progress in the coming year and I believe that we are in a good position to capitalise on the positive work already achieved”. Hmmm…

Photo-Me – shares slump on results announcement, do I agree with shareholder Malcolm Stacey?

Published 702 days ago

Results for its year ended 30th April 2016 from Photo-Me International (PHTM) include “a 14.6% increase in reported underlying pre-tax profits to a record £40.1million”, though the shares are down more than 17%, at around 132p, in response. As a shareholder Malcolm Stacey’s response is HERE and the following is my take.

Flybe to the Moon and Let Me Play Among This Star.

Published 713 days ago

Hello share switchers. During 2016, I've already suggested that you research a few airlines, as the signs are that most of them will do rather well in the next few years. We can mostly thank the low price of oil. But airports are getting busier all the time. And as many less-developed parts of the world become, well, more developed, more of their residents will want to hit the business and tourism trails.

Distil still offers longterm potential and is a buy

Published 715 days ago

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

Fancy Being a Chemical Brother? Look at Cost-Cutting Johnson Matthey.

Published 766 days ago

Hello Share Scratchers. I’m not a great enthusiast for chemicals. I got a GCE in the subject, but never understood the benefits. Also, my dad used to say never eat foods with chemicals in them. And yet the world of elements and compounds is a chemical one and everything in existence can be classed in the realm of chemistry.There’s no doubt that the chemical outfit Johnson Matthey (JMAT) do a lot of good work for the planet. 

A profit is never a profit until it is in the bank - ref Ascent Resources

Published 787 days ago

I would like to say thank you very much to all those Bulletin Board Morons who ignored my advice to sell shares in Ascent Resources and piled in to buy some more this morning. Thanks to them we were able to offload shares bought for £20,000 around Christmas for c46,000 after costs. Cheers. That will pay for a few ouzos. 

Set Store by This High Street Heir to the Wonder of Woolies

Published 813 days ago

Hello Share Pluckers. I really miss the Woolworths store in my high street. And though it put up the shutters quite a few years back now, I’ve noticed that a lot of Woolworths products still enhance my home.

Dividend Slashed, but I'm Banking on Barclays Share Price to Bounce Back.

Published 814 days ago

Hello Share Trundlers. The real reason why Barclay’s (BARC) share price fell so sharply on its results is that the dividend was cut by more than a half. This whammy was compounded by the company’s forecast that this state of affairs would continue for a year or two.


Big Profit Explosion Could Send RSA Shares Even Higher.

Published 819 days ago

Hello Share Shufflers. Well, that was a nice surprise in these dismal times. The old Royal Insurance company, combined with the Alliance. has had a difficult few years. But the latest results from RSA (RSA)showed a sparkling improvement. And the shares rose 12%, which is exceptional for a Footsie giant. 

This Firm is Steeling Itself to Make Bigger Profits. It May Just Do it

Published 820 days ago

Hello Share Samplers. It’s time to look at another construction company, I fancy. Yes, many of them have had a poor recent past as far as share values go, but times may be a changing. After every bad period comes a good one, as long as your firm is not simply a poor operator. Or the market turns against you.  Or what you make or do becomes outmoded and unwanted.

Seaenergy – shares up, selling opportunity?

Published 826 days ago

Shares in AIM-listed under-sea train-wreck SeaEnergy were up 10% yesterday on news from Lansdowne Oil and Gas (LOGP) – see herewhich itself was up a whopping 33% at 2p mid. 

Metal Tiger – a hunter on the prowl

Published 932 days ago

On Tuesday Metal Tiger (MTR) issued 36.25million new shares at 0.8p to raise £290,000. According to the company this placement was in response to an unsolicited approach by a group of investors. Metal Tiger has a growing number of fans and it seems there are plenty of people in the market who want to get behind this business in anticipation of a recovery in the mining sector.

Your Share Shoots Up Like a Rocket to Mars? Sell it.

Published 1046 days ago

Hello Share Scribblers. It is the wisest thing you can do with penny shares. If one of your cheeps rises by an awful lot in a day, you must hover over the sell button.

How Advanced Oncotherapy Might Rise – Now a £20m Placing of New Shares Is Spoken For.

Published 1116 days ago

Hello Share Trimmers. Investors in Advanced Oncotherapy (AVO) are in a peculiar situation. For though our shares are now trading at just a touch over 8p, they could be worth a lot more.

Daisy Group – update as takeover saga continues

Published 1315 days ago

IT services and unified communications provider Daisy Group (DAY) has revealed that a consortium of Toscafund Asset Management, Penta Capital and CEO Matthew Riley are “now considering a possible cash offer for the company at 185p per Daisy share”. The following updates after I originally commented in August on the back of a 190p per share approach from the consortium.

Brady plc – interim results positive, is the outlook for the shares also?

Published 1354 days ago

Provider of trading and risk management software to the global commodity and energy markets, Brady plc (BRY) has announced results for the first half of the 2014 calendar year. It said that “the enthusiastic activity being demonstrated across all parts of the group, delivering both growth and healthy margins, gives me every confidence that we are on track to perform in line with full year expectations”. What does this suggest for the current valuation?

Anybody Ready for a Photo Opportunity?

Published 1354 days ago

Hello Share Pals: You may have heard me go on about a feisty firm called Photome (PHTM) before. They operate those Tardis-like thingies, which you find in post offices and railway stations. Lots of other places, too, these days. And they do other photographic stuff as well.

Get the Legal and General Eagle in Your Nest.

Published 1381 days ago

Hello Share Munchers: Insurance outfits have taken a pounding over recent months. Mostly, it's because the government said people could take cash sums out of their pensions when the time comes to retire. They expect people who've been saving all their working lives to take the opportunity to blow the lot on a new car, boat and so on. That's the way I read it, anyway.

Rambler seeks to boost resource

Published 1388 days ago

Canadian copper and gold producer Rambler Metals and Mining (RMM) is expected shortly to please followers with production figures for the year to July close to the top of its guidance range of 200,000 to 220,000 dry metric tonnes of copper from its Ming mine in the north-eastern province of Newfoundland and Labrador. That would represent a 16.4 per cent increase on the previous year, with grades in the region of a decidedly respectable 3.85 per cent. This performance would lend encouragement to the company, listed on AIM and the Toronto Venture Exchange, as it works to expand the formal resource and reserve at Ming and extend its anticipated mine life to 10 years.

Power to the People Giant Set to Energize Share Price.

Published 1389 days ago

Hello Share Pickers: Aggreko (AGK) has been a great share for me. But that was a few years ago. When the share price started to decay after a long healthy bull run, I dumped 'em. There is no loyalty in this black heart. Your best share in the whole wide world should be dropped when things start to go wrong. And they nearly always do, eventually.

Afren at a bargain basement price

Published 1389 days ago

Afren (AFR) has taken a massive hit following the suspension of two of its directors, and it could well have further to drop. Last week’s news that the CEO and Chief Operating Officer had received unauthorised payments benefitting them personally has already knocked more than £500 million off the market cap of this oil and gas producer.

Another look at Dixons after the figures

Published 1418 days ago

In May, I judged Dixons to be a rational speculation on a year’s view, pointing to the weak balance sheet with balance sheet equity assets were geared 2.47 times by debt and the lack of dividend. The shares were 44p and have since moved up 12.5% to 49.5p last seen. Clearly it has to pay down costs to increase profits. That is still my view and the question is can the company achieve this?


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