Tom Winnifrith Bonus Bearcast: Big Sofa option award & rebasing, the good, the bad and the ugly

Published 17 days ago

I own these shares and it was a tip of the year ( which is up). I update on that tip in light of the share option news of yesterday evening but also comment on Big Sofa's (BST) award and rebasing of options, one aspect of which is totally unacceptable and repellant.

Still got Wood...Group

Published 239 days ago

Time to catch up with a half year update from Wood Group (WG.). As regular readers will remember, it is one of my tips of the year and last time I reviewed the stock I concluded that 'John Wood shares will have a 7 in front of them by the end of the year. I remain a buyer'. In short, I retain this view after yesterday's update.

Tip of the year update: John Wood Group

Published 287 days ago

Did you see Friday's AGM trading update from oil services company John Wood Group (WG.)?  Obviously I was all over it like a rash given it was one of my two tips of the year in late December and - as I noted here - a couple of months ago or so, it had a slightly sluggish start.  The better news is that after Friday's move the stock is now back to where it started the year - and I think we go higher from here.  

Wood Group - tip of the year update

Published 340 days ago

Time to check in with my favoured UK energy and related sector play Wood Group (WG.) which, some of you may recall, I named as one of my tips of the year for 2018. The rationale was basically twofold. First, higher energy prices naturally improve the environment for most corporate names servicing the sector. Meanwhile second, the company had significant self-help sourced from the synergies it could gain from its increasingly timely looking acquisition of Amec FosterWheeler. Beefing up exposure and market share as a sector is coming off the bottom is typically a good probability way to create shareholder value. So how is it getting on?

Goldplat – tip of the year update

Published 393 days ago

An 8p offer price on the initial recommendation piece, shares in Goldplat (GDP) currently trade slightly higher after Update on Negotiation with Rand Refinery and Modification to option Terms between Ashanti Gold and Goldplat for the Anumso Gold Project announcements thus far in January…

GKN - a January bid for a 'tip of the year'!

Published 407 days ago

Well, well, well. Just when you thought that you have seen it all...the stock market can continue to surprise.

The ShareProphets 24 share tips of the year: No 12 a sell from Lucian Miers

Published 422 days ago

Between December 24 and January 2 we are serving up 24 share tips of the year from our team of writers at ShareProphets. The share tips are for paying subscribers only. Next up, the first idea from Lucian Miers.

Tip of the year update – Taihua collapseroonie

Published 685 days ago

I think I should rename Deputy Sheriff Towers as Smug Towers. Having offered two sells in the ShareProphets Tipfest for this year, Igas Energy (IGAS) duly crashed to bottom out at 4.5p (I’d been saying sell from 18.5p - last year’s Christmas tipfest, and then 11.625p this year). Last week came the turn of Filthy Forty play Taihua (TAIH) to do the decent thing and collapse in the wake of an entirely squeaky clean suggestion that it delist from the Casino. There’s nothing wrong here at all – move along please, nothing to see……

Steve Moore Sell tip of the year, Sabien Technology - TIMBERRRRR…

Published 696 days ago

Noting the balance sheet in conjunction with its trading, towards the end of 2016 I put forward Sabien Technology (SNT) as a sell tip for 2017 at 3p – questioning at what price another attempted bailout fundraising so soon after the previous one? We now have the answer…

Avesco & InterQuest - share tip of the year updates

Published 826 days ago

As Tom Winnifrith described the 3:59pm Thursday “Offer for Avesco Group plc” (AVS) announcement; “FECK ME”…

InterQuest & Avesco – share tip of the year updates

Published 893 days ago

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

InterQuest & Avesco – share tip of the year updates

Published 911 days ago

I previously updated on my share tips of the year just after the Brexit vote – see HERE. The following updates on developments since…

BHP Billiton: make billions in losses… and the shares correctly go up

Published 921 days ago

You cannot complain when one of your tips of the year has put on over 35% in the last eight-and-a-bit months, but it would be fair to say a month or two into the year even I wondered what I had let myself in for with BHP Billiton (BLT).

InterQuest & Avesco – tip of the year updates

Published 1012 days ago

Having previously reviewed in February HERE and HERE, the following updates on my two tips of the year for 2016…

Interquest results more than decent - buy

Published 1080 days ago

Specialist recruiter InterQuest Group (ITQ) has announced results for the 2015 calendar year and that “the new financial year has started positively”. Good News.

Large cap mining speaks #2: Glencore shows the way

Published 1171 days ago

I concluded Tuesday’s write-up on faded mining giant Anglo American (AAL) with the observation that it was currently uninvestable because the plan outlined lacked in detail and with debt a twice the market cap was half baked.  

Randgold: the world’s best gold company (and reiterating my tip of the year)

Published 1294 days ago

“Toast”.  I nearly spat out my breakfast when I heard the CEO of Randgold Resources (RRS) use that word to describe the majority of his competitors in the gold mining space at prevailing commodity prices. 

Impellam Group – a tip of the year update

Published 1318 days ago

Having updated on my other two share tips for 2015 earlier HERE and HERE, the following updates on my final one - Impellam Group (IPEL), which was recommended at a 510p offer price HERE

Share Tip of the year updates: Impellam & Vislink

Published 1435 days ago

Having yesterday updated on my first share tip of the year for 2015 HERE, the following updates on my other two selections – for which it is a case of so far, so good…

K3 – research & tip of the year update

Published 1437 days ago

K3 Business Technology (KBT) was my first tip of the year for 2015 and, post recent results and a research update, the following updates on developments so far...

Andrew Monk of VSA Resources final tip of the year and on Travel Operators, Agri Investment and back to oil

Published 1505 days ago

OK so today I’ll give you my thoughts on other areas – so Airlines and Tour Operators, which Are my hobby sectors, and also a little bit on Energy as that is also an area we are looking to get more involved in and Agri 

Tom Winnifrith’s Tip of the Year No 4 – Buy Optibiotix

Published 1517 days ago

As I noted in my ten macro themes for 2015 article (HERE) the analysis that Steve Moore and I serve up is bottom up – that is to say company specific – not so much macro driven. But the odd macro think session establishes useful tramlines for the investment process. My firstsecond and third share tips for 2015 are already live and so onto Number 4.

Robert Sutherland Smith’s shares tips for 2015, No 1 – BP at 416p

Published 1517 days ago

I tipped BP (BP.) last year at 484p on the basis that the shares looked good value and without the foresight of knowing that the price of crude oil would fall so far and so fast, particularly given the recovery of the US economy and the eternal problems of the Middle East. Not a good call in hindsight. 

Robert Tyerman’s share tips of the year No 1 – Paragon Diamonds

Published 1517 days ago

Diamonds seem to have escaped the worst of the carnage that has afflicted other commodities, from gold to iron ore and participants in the sector, perhaps unsurprisingly, claim to see a widening of interest in the dazzling gemstones, from China to the Middle East, with a new emphasis on their potential merits as investments as well as adornments. One such enthusiast is Philip Manduca, former hedge fund pioneer, brother of the head of the Prudential insurance giant and chairman of AIM-quoted Paragon Diamonds (PRG).

Nigel Somerville’s 2015 share tips of the year – No 1: Scancell

Published 1519 days ago

Scancell (SCLP) is a biotech stock I’ve been keen on for some four or five years. The statistics on getting new treatments through clinical trials and regulatory approvals are terrible, so we are certainly at the high-risk end of the spectrum, but I believe the risk/reward is favourable and I like the company, management, the way it behaves (important!) and the products currently being developed. Here is why.

Tom Winnifrith’s share tips of the year 2015 – No 1 Buy InterQuest at a 102p offer

Published 1520 days ago

One of my highlights of Christmas was a gathering of the friends of the woman I once referred to as the deluded lefty, that is to say the Mrs. I was ill so, having cooked for them, I retreated to bed with the cats, but coming down for a cup of tea I heard the most deluded of the lot of them (they are nearly all sociology lecturers) opine that she had “applied for research funding to study how black women are suffering in the recession.” Where does one start?

Lucian Miers share tips of the year Number 1 – Short Purecircle

Published 1520 days ago

I last wrote about Purecircle (PURE) in March and predicted that 2014 would be the year for the big collapse.  I was wrong: the permascam that is Purecircle has remained rock solid while all around it our favourite bear trades have borne fruit.  Indeed, for the price of Purecircle  (£940 million) you could now buy Quindell. Gulf Keystone Petroleum, and Globo combined and still have change left for Iofina.

Ebola scare could boost AstraZeneca

Published 1597 days ago

Drug maker AstraZeneca (AZN) was my tip of the year here at Shareprophets. So far this year the stock is up 16% against a drop of 6% on the FTSE 100. Of course at the time when I tipped Astrazeneca I had no idea Pfizer would bid for the company and there was no Ebola scare. 

Empresaria Group – tip of the year update

Published 1724 days ago

International staffing group Empresaria (EMR) was a 2014 share tip of the year from me on this website at 38p. Since my previous ‘tip of the year update’ on it, the company has announced results for the 2013 calendar year and some detail of “a promising start” to the current year. With the shares currently at 46.5p, the following updates my view.


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