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Latest Views & News

Tom Winnifrith Bearcast: time for Cabot, Fishing Republic & Frontera to 'fess up!

By Tom Winnifrith | Wednesday 4 July 2018

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.

The great news is that our Woodlarks walk has now reached 57% of its sponsorship target. I'll do another training walk this afternoon with Joshua so as we do a quick march how about you check out the latest incredibly generous donations here and chip in yourself? In a long bearcast I cover Tesla (US:TSLA), Fishing Republic (FISH), Kibo (KIBO), UK Oil & Gas (UKOG) as lyin' Steve does the right thing - Frontera (FRR), Conroy Gold (CGNR), TrakM8 (TRAK), Avanti (AVN) and Cabot Energy (CAB). PS Wasn't the football incredibly exciting and a source of such joy? I view myself as British, not English but go on Eng-er-land!

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Tom
When the UN views Israel this way you know it cannot get a fair hearing - the death of Ammar Mifleh: Tom Winnifrith
 5 December 2022, 08:00
VRS
Versarien (#VRS) – deferred repayments of Innovate UK loan, attempted ramptastic progress update
 5 December 2022, 07:59
CNR
Condor Gold (#CNR) – open offer to raise up to £3.965m at 15p per share, good luck!
 5 December 2022, 07:54
OPTI
OptiBiotix Health (#OPTI) – raises £0.5m at 16p per share for direct-to-consumer business
 5 December 2022, 07:51
TGR
Tirupati Graphite (#TGR) – £5m placing at 35p per share, Suni Resources acquisition agreement variations
 5 December 2022, 07:49
EQLS
Equals (#EQLS) – expects FY “ahead of current market expectations”
 5 December 2022, 07:44
RBGP
RBG Holdings (#RBGP) – “materially behind” warning due to litigation finance case losses, “taking steps” re. ongoing exposure
 5 December 2022, 07:42
OCTP
Oxford Cannabinoid (#OCTP) – CEO Dr John Lucas “to step down”, COO Clarissa Sowemimo-Coker interim CEO
 5 December 2022, 07:40
PODP
Pod Point (#PODP) – David Wolffe to take over as CFO on 3rd January, David Surtees to retire from board
 5 December 2022, 07:37
VOD
Vodafone (#VOD) – Chief Executive Nick Read to “step down”, CFO Margherita Della Valle appointed interim Chief Executive
 5 December 2022, 07:33

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That Was the Week that Was

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Another CEO at Vodafone realises the company is a big yawn

 

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Condor Gold (#CNR) – open offer to raise up to £3.965m at 15p per share, good luck!

 

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RBG Holdings (#RBGP) – “materially behind” warning due to litigation finance case losses, “taking steps” re. ongoing exposure

 

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Oxford Cannabinoid (#OCTP) – CEO Dr John Lucas “to step down”, COO Clarissa Sowemimo-Coker interim CEO

 

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Pod Point (#PODP) – David Wolffe to take over as CFO on 3rd January, David Surtees to retire from board

 

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Vodafone (#VOD) – Chief Executive Nick Read to “step down”, CFO Margherita Della Valle appointed interim Chief Executive

 

BAG

A.G. Barr (#BAG) – acquisition of Boost branded drinks business for initial £20m, up to £32m

Sunday »

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ShareProphets readers tips for 2022 competition – (just under) one month to go update

 

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Does anyone read the FT any more? Not even its own staff?

 

Quiz

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Gold

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MEAL

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TNT

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CINE

Cineworld shares zoom – has anything changed?

 

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MNRG

MetalNRG (#MNRG) – Chairman and CEO change General Meeting requisition

 

ASC

ASOS (#ASC) – interim CFO Katy Mecklenburgh to leave in six months to become CFO at Softcat (#SCT)

 

SCS

#SCS – CFO Chris Muir notifies of intention to step down, to remain to facilitate handover

 

SMV

Smoove (#SMV) – tender offer of 40p per share, up to £5m

 

LST

Light Science Technologies (#LST) – sales cycle and price volatility trading warning

 

DCTA

Directa Plus (#DCTA) – trading delays, argues due to ‘supply chain, macro and geopolitical factors’

 

WIZZ

#WIZZ Air – November booked passengers +69.6% YoY, load factor up to 88.1%

 

HEIQ

#HEIQ – $2.5m shares and cash acquisition of US subsidiary land and property

 

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#MIND Gym – H1 EPS up to 0.84p, though cash down to £4.5m

 

PMI

Premier Miton (#PMI) – FY adj. EPS down to 13.79p, DPS maintained, notes recent months positive performance

Thursday »

AAU

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MAB1

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CYAN

CyanConnode – ‘a world leader’ only updating vaguely and only on revenue?

 

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ICON

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PTRO

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HOTC

One more for the chocolate, rather than Hotel Chocolat, fans

 

DMTR

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AST

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ADF

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LIKE

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LTHM

James Latham (#LTHM) – H1 EPS -28%, DPS +12%, H2 also started weaker

 

TRB

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PEEL

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MAB1

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AJB

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Wednesday »

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VRS

Versarien pre-bailout placing ramp part 3 - rope in a wretched Tory MP: caption contest?

 

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BREAKING: Fraser Perring and “shy bear” bite back as Home REIT tries – and fails – to rebut

 

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Versarien pre bailout placing ramp part 2 – placing a bogus story in the local rag, for the cultists to then circulate

 

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EDEN

#EDEN Research – “gains organic certification for Mevalone and Cedroz in Greece”, attempted ramptastic

 

BOR

Borders & Southern Petroleum (#BOR) – £2.5m placing at 1.75p per share, a 44% discount!

 

TOM

TomCo Energy (#TOM) – £0.925m placing at 0.35p per share, a 27% discount

 

CMH

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TPX

TPXimpact (#TPX) – H1 swing to loss, notes new CEO progressing “review of operations”

 

LGRS

Loungers (#LGRS) – H1 EPS down to 2.3p, argues Christmas ‘optimism’ but notes cost of living pressures

 

IGR

IG Design (#IGR) – H1 adj. EPS up to $0.196, though dividend axed with net debt $73.7m

 

MUL

Mulberry (#MUL) – H1 swing to loss, though argues “well prepared for the important festive trading season”

 

ELM

Elementis (#ELM) – agreement to sell Chromium business for $170m EV

Tuesday »

DVO

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

 

Bear

Thoughts on the FTX scandal and a Short idea from one of the few to emerge from it with credit

 

SUP

Supreme – “a solid trading performance” and “ahead of market expectations”. Really?

 

BOO

Boohoo’s Mahmud Kamani – mad, bad or a genius?

 

TON

Titon Holdings – “Trading Update” again, profit (lack of) warning again

 

SFE

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PFC

Petrofac – Sorry Gary Newman but I fear the great Waseem Shakoor is right: look at the bond price

 

VRS

Versarien pre bailout placing ramp part 1 – loveable scouse oaf Craig Phillips from BB 2001 and the video

 

EZJ

Despite easyJet making me grumpy earlier this year, I am still holding onto the shares

 

BARK

Barkby – Trading And Strategy Update: Is It Good News? Er…..

 

Fake_News

Less than half Cambridge students are straight screams the Daily Mail... of course its all cobblers: Tom Winnifrith

 

SMV

Smoove (#SMV) – up to £5m tender offer at 40p per share

 

THR

Thor Mining (#THR) – raises Australian$2.65m at A$0.007 per share, with further options

 

BWNG

N Brown (#BWNG) – CFO Rachel Izzard to leave for another “career opportunity”, process to identify successor “underway”

 

TON

Titon (#TON) – South Korean business decline and still inflation margin challenges

 

SFE

Safestyle UK (#SFE) – September/October “lower order intake”, improved since early November

 

TPT

Topps Tiles (#TPT) – FY adj. EPS +2%, DPS +16%, argues “well-positioned to respond to a more challenging macroeconomic environment”

 

SUP

Supreme (#SUP) – H1 adj. EPS -24%, DPS -64%, impacted largely by Lighting category “which is now starting to recover”

 

GNC

Greencore (#GNC) – FY adj. EPS up to 9.2p, notes caution for the year ahead

 

VCP

Victoria (#VCP) – H1 adj. PBT slightly lower at £39.8m, net debt £651.4m

 

EZJ

easyJet (#EZJ) – FY loss but significantly reduced, argues “well placed to drive returns and margins”

Monday »

Bearcast

Tom Winnifrith Bearcast: getting my head around Atlantic Lithium, placing ahoy for sure but what of the £234m valuation?

 

ENET

Ethernity Networks – “an important milestone” or attempted ramptastic?

 

AVO

Advanced Oncotherapy marks its own homework and says it is sex on legs – does anyone fall for this bullshit as the cash runs out (again)?

 

RM

RM plc – proposed disposal, ‘continuation of transformation strategy’?

 

WPHO

Windar Photonics – “a strong financial position to facilitate the delivery of the order book”?

 

BRCK

Brickability Group is fine, but give me shares in its peer Ibstock any day

 

CNR

Condor Gold – Jim Mellon has to bail it out at 15p: surely this should have been before sale process started?

 

EAAS

Justin the Clown’s misleading ramp of a dog where he is already well underwater – eEnergy (looks a great short)

 

CINE

Disastrous Thanksgiving weekend for the movie industry – just a couple more reasons why Cineworld is screwed

 

RBW

Consider Following the Rainbow if You're Looking for a Promising Mining Play

 

SDRY

Superdry (#SDRY) – notes negotiations with “specialist lending provider” Bantry Bay Capital, “remain in discussions with other lenders”

 

CNR

Condor Gold (#CNR) – raises £1m via convertible loan notes, proposed 15p per share open offer

 

WPHO

Windar Photonics (#WPHO) – raises £1.8m at 15p per share, shares resume trading following accounts publication

 

REVB

Revolution Beauty (#REVB) – appointment of Interim COO Bob Holt as CEO, investigation on auditor “serious concerns” continuing

 

AFN

ADVFN (#AFN) – Amit Tauman appointed Chief Executive, Jon Mullins reverts to Chief Financial and Technology Officer

 

BARK

Barkby (#BARK) – trading update as looks to move to focusing on roadside property development and investment

 

BRCK

Brickability (#BRCK) – H1 adj. EPS up to 6p, DPS to 1.01p, remains confident for FY

 

SNR

Senior (#SNR) – completion of Spencer Aerospace acquisition, initial $30m paid

 

RM

RM (#RM.) – conditional agreement for sale of Integris and Finance business for initial £12m, up to £16m

 

EQLS

Equals (#EQLS) – agreement to acquire open banking payments platform for initial £1m, up to £2.25m

Sunday »

Bearcast

Tom Winnifrith Bearcast: Is the Eden fraud finally getting pulled down by Terpenetech?

 

BEY

Barryroe loan deal looks terrible, but provider Vevan has a big incentive for the company to succeed

 

GPM

The View From The Montana Log-Cabin As Gold Consolidates Gains

 

Clown

Praise be the lord - a new bonkers email from Julie "Lingerie on Expenses" Meyer

 

HFD

Will I be smart enough to listen to my own views on shares in Halfords Group this time?!

 

Quiz

The ShareProphets Sunday Pub Quiz #169

 

Top-10

Notes from Underground – Most read articles for the week ending 26 Nov 2022

 

Pig

More greedy public sector workers telling lies - this time its the bone idle teachers, step forward Cllr Louise Atkinson: Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith Bearcast: Posh Spice Ltd now owes £60m but Bulb has cost every taxpayer £232

 

CARR

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

 

Price-Vs-Value

ShareProphets readers tips for 2022 competition – (just over) one month to go update: 2 new joint leaders!

 

NGHT

The Gresham lesson about bonuses for Sarah Willingham and Nightcap

 

SHG

Shanta Gold – a recovery BUY!

 

CTAG

CloudTag: Life in the old fraud yet or just a new fraud and possibly money laundering?

 

CLIG

Most Shares Should Be Shunned Pro Tem, but There's Still a Jolly Chance of Making Dosh from Emerging Markets.

 

Pinocchio

Ukraine rewrites history – Holodomor was not genocide, more lies from Kiev: Tom Winnifrith

Friday »

JLP

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

 

VNET

Vianet – how “delighted” to be with new collaboration?, how strong is the recovery now?

 

STX

Shield Therapeutics – tick tock …36 days to tits up alley ( or is it just 21 days?)

 

Bearcast

Tom Winnifrith Bearcast: Oi Sam Smith stop getting your leg over and go back to FinnCrap - it's falling apart without you!

 

LPA

LPA Group – full-year trading update, pressures on trading easing or to continue?

 

VRS

Ouzo Man adds to his Versarien short – is he smart to do so?

 

NGHT

Publicity Mad Sarah Willingham wants to stop rail strikes by bribing the workers with her £12 cocktails

 

Pound-Sterling

Deals, deals, deals (well done Tom and Steve today)… but don’t anticipate spotting them and making a fortune easily

 

Beggar

Video: More unemployment is needed to cure inflation

 

SYS

SysGroup – interims add further to recent winning share tip

 

DVO

Devro (#DVO) – recommended 316.1p per share offer from SARIA

 

SSE

#SSE – agreement to sell 25% of electricity transmission network business, expected cash proceeds of £1.465 billion

 

KMR

Kenmare Resources (#KMR) – weakened Heavy Mineral Concentrate production due to power outages

 

ITM

#ITM Power – appointment of Dennis Schulz from Linde Engineering as CEO, good luck chap!

 

LPA

#LPA – FY “small trading loss”, emphasises H2 improvement and progress towards re-balancing the business

 

LSL

#LSL Property Services – warns “market conditions have been more challenging than previously expected”

 

CFYN

Caffyns (#CFYN) – H1 adj. EPS down to 47.3p, DPS maintained at 7.5p, H2 “remains cautious”

 

NTBR

Northern Bear (#NTBR) – H1 earnings slightly lower, argues order book means for FY “well positioned”

 

SCS

#SCS – order intake improvement in recent weeks, though mindful of economic climate for important winter season

 

BREE

Breedon (#BREE) – FY “on track to deliver record earnings... in line with expectations”, though cautions on economic outlook

Thursday »

TGP

Tekmar – renewal of existing facility and financing arrangements, but they insufficient looking ahead?

 

OPTI

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

 

ABDX

Abingdon Health – full-year results argue “well placed”. Er, what about the cash burn?!

 

Bearcast

Tom Winnifrith Bearcast - this is short as I think I have Covid

 

BMV

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

 

WYN

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

 

DOCS

Dr. Martens – who do you think you are kidding Mr Wilson, if you think the performance is ‘pleasing’?

 

DMTR

DeepMatter – set for AIM delisting, hopefully my caution rather than its ramptastic “important licensing agreement” RNS was recently listened to!

 

HEAD

Thoughts on today's updates from Kingfisher and Headlam

 

PETS

A poor reaction to Pets At Home interim results provides a buying opportunity

 

DMTR

DeepMatter (#DMTR) – to propose AIM cancellation as considers “will provide greater opportunities to raise additional capital”

 

INCE

#INCE – raises £4.7m at 6p per share, argues ‘progressing re-focused strategy’

 

MTC

Mothercare (#MTC) – H1 adj. EPS down to 0.2p, appointment of Dan Le Vesconte as CEO

 

MOTR

Motorpoint (#MOTR) – H1 EPS down to 2.7p, notes macroeconomic and vehicle supply challenges

 

JET2

#JET2 – H1 return to profit and DPS of 3p, “Winter 2022/23 bookings encouraging and pricing remaining robust”

 

DOCS

Dr. Martens (#DOCS) – H1 EPS -6%, DPS +28%, notes capex and weaker consumer environment

 

HEAD

Headlam (#HEAD) – expects FY adj. profit ahead of 2021 but marginally below low end of range of market expectations

 

MBH

Michelmersh Brick (#MBH) – acquisition of brick fabricator and pre-built brick products company Fabspeed for initial £6.25m, up to £8.25m

 

KGF

Kingfisher (#KGF) – Q3 update, notes additional openings, wage and energy costs

 

MBH

Michelmersh Brick (#MBH) – expects FY “ahead of market expectations”, outlook “confidence”

Wednesday »

HOME

NEW: Savage bear dossier from my pal Fraser Perring of Viceroy Research

 

Bearcast

Tom Winnifrith Bearcast: Being a Trustpilot detective on failing shitcoin promote Aqru - and look who is behind it?

 

SBI

SourceBio International – proposed AIM cancellation and tender offer, why might there have been a lack of investor “attention”?

 

Bear

Video: The Only Year in History when Treasuries have Lost More than Stocks

 

AQRU

BREAKING: Today’s shitcoin disaster is c/o chancer Mike Edwards – Aqru, you couldn’t make this up

 

BOTB

Best of the Best – trading and expansion progress?, will it sustainably deliver this time?

 

AGM

“Strategic Review” is the AIM way of saying “we are fucked” – Applied Graphene Materials

 

BOO

BOOM! Boohoo – another scandal emerges – can it survive this one?

 

JMAT

Johnson Matthey shares still excite me (and even ESG investors should be considering it too)

 

DIA

Dialight – emphasises “positive” trading momentum, but how positive and how’s the outlook?

 

IOF

Yellow Knees in the Fifties Remind Me this Penny Share Company could Be a Winner

 

Collapsing-Reactor

So what about the dying polar bears and the penguins as the sea ice disappears: the biggest global warming myth of our time - Tom Winnifrith

 

AGM

Applied Graphene Materials (#AGM) – with that it ‘not possible to complete an equity raise’, desperate “strategic review”

 

SBI

SourceBio International (#SBI) – proposed partial tender offer at 115p per share and AIM cancellation

 

AFM

Alpha Financial Markets Consulting (#AFM) – H1 adj. EPS up to 14.09p, DPS 3.7p, CEO change next year

 

BOTB

Best of the Best (#BOTB) – H1 “in line with market expectations”, continuing partnership negotiations with Globe Invest

 

DIA

Dialight (#DIA) – FY expectations currently “unchanged” but cautions of economic backdrop and supply chain risks

 

APH

Alliance Pharma (#APH) – profit warning, noting B2B and destocking challenges

 

HFD

Halfords (#HFD) – H1 adj. EPS down to 10.6p, 3p DPS maintained, expects FY adj. PBT at lower end of its range

 

PETS

#PETS At Home – H1 adj. EPS -13%, DPS +5%, expects FY “in line with analyst consensus”

 

BAKK

Bakkavor (#BAKK) – Q3 update, now expects FY adj. Op profit at the lower end of expectations

 

BVIC

Britvic (#BVIC) – FY adj. EPS up to 57.3p, DPS 29p, “current trading remains robust”

Tuesday »

KEFI

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

 

BYOT

Byotrol – boardroom changes but any changes to concerns on financial performance?

 

Bearcast

Tom Winnifrith Bearcast: Explaining why the Condor NPV is not serious and why that makes it a cracking short

 

YGEN

The dangers of leaving a fund raising till it is too late : Yourgene

 

ALT

Altitude Group – “materially ahead of current market expectations”…but what does that mean at the bottom-line?

 

OSI

Osirium Technologies – hopefully my 6 warnings since early July heeded, massively discounted bailout (for now) equity raise

 

CNR

Jim Mellon’s Condor Gold puts itself up for sale (again), better luck second time around

 

AO

Despite the share price rise today, I keep avoiding shares in AO World

 

MSYS

Deepverge £2m cost savings from thin air – what on earth was Gerry Brandon up to? How soon is Microsaic toast?

 

Cat_Fixing_Lightbulb

Current ShareProphets members – please help me test out the new ShareProphets server

 

Boom

Think back to July and August and those parched Welsh lakes like Vyrnwy – where are the media & the cultists now? Tom Winnifrith

 

DVRG

DeepVerge (#DVRG) – “organisational restructure” following Gerry “the arse” Brandon recently being “resigned”

 

OSI

Osirium Technologies (#OSI) – £1.53m placing at 2p per share, a 50% discount!

 

CARR

Carr's (#CARR) – trading ahead of prior year, shares set to be suspended for a few weeks in Jan due to audit delay

 

VANL

Van Elle (#VANL) – notes H1 progress, expects FY “slightly ahead of market expectations”

 

ALT

Altitude (#ALT) – anticipates FY “materially ahead of current market expectations”, though states expectation in adjusted EBITDA (£1.2m)

 

AO

AO World (#AO.) – H1 increased loss on revenue down to £546.3m, notes “challenging and uncertain consumer environment”

 

TAM

Tatton Asset Management (#TAM) – H1 adj. EPS and DPS +13%, anticipates tougher H2 for net flows

 

CWK

Cranswick (#CWK) – H1 adj. EPS -5%, DPS +3%, notes “challenging operating environment”

 

FORT

Forterra (#FORT) – expects FY “in line with management's expectations”, appointment of new CEO

 

WINK

M Winkworth (#WINK) – expects FY ahead of expectations despite mini budget impact

Monday »

OPTI

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

 

Bearcast

Tom Winnifrith Bearcast: Kefi and more emails, 11 brave men & they were all Iranian & the G issue at Genedrive

 

CODE

Northcoders – “pleased to announce” placing for “growth strategy”?

 

COPL

Large amounts of discounted dilution for Canadian Overseas shareholders is imminent unless an RBL is secured within weeks - sell

 

VSA

The Price of Changing your Mind – Andrew Monk of VSA Capital Special

 

PODP

Pod Point Group – “trading statement”, how’s that “dream” on IPO into a reality going?

 

GDR

Genedrive rewards executive failure & deserves to go bust: full year results

 

Bitcoin

Peter Schiff reminds us all of the great lie of shitcoin – the crypto winter may last as long as a Nania winter

 

VMUK

Virgin Money – the shares are a bit cheap but as an investor you can do so much better elsewhere

 

TLW

Tullow's Share Rise Hasn't Kept Pace with its Bigger Rivals but that Could Change

 

Welsh_Flag

Photo article from the Welsh Hovel - dealing with some of the chillies glut/making Christmas presents: Tom Winnifrith

 

Fake_News

#FakeNews, liberal comedian Tom Walker ( aka Jonathan Pie), twitter and Donald Trump - Tom Winnifrith

 

Crime-Scene

Guess who, blood stained Fenian scumbag, Gerry Adams is supporting tonight at the World Cup? Tom Winnifrith

 

PDG

Pendragon (#PDG) – Takeover Panel extension to 5pm 9th December, Hedin’s due diligence “now substantially complete”

 

KEFI

#KEFI Gold & Copper – Tulu Kapi finance plan agreed, now being processed for final reviews and documentation

 

CODE

Northcoders (#CODE) – proposed £2.1m placing at 300p per share

 

RGD

Real Good Food (#RGD) – secures further £2.5m in debt funding, current blended interest rate for third party funding 12.1%

 

PODP

Pod Point (#PODP) – trading warning, states “driven by supply chain challenges in car manufacturing”

 

ZIN

Zinc Media (#ZIN) – EBITDA “in line with current guidance”, though just states “expecting to be profitable in H2”

 

KWS

Keywords Studios (#KWS) – notes US dollar strength benefit, currently expects 2023 at “upper end” of current analysts' forecasts

 

CPG

Compass (#CPG) – FY adj. EPS up to 63p, DPS 31.5p, notes “structural growth opportunities”

 

POLR

Polar Capital (#POLR) – H1 AuM -15%, adj. EPS -32%, DPS maintained

 

ACRL

Accrol (#ACRL) – H1 trading update, FY on track for “at least in line with market expectations”

Sunday »

ARB

Fancy a 165% annual yield until you get a 1750% capital gain in 4 years?

 

Gold

The View From The Montana Log-Cabin As Gold Takes A Breather

 

Bitcoin

Visualized: FTX’s Leaked Balance Sheet

 

Bearcast

Tom Winnifrith Bearcast: The red flag lessons from quick death/slow death Wilko

 

Professor

Sunday Long Reads: Demon River, Scam Mills, Risky Stocks, Letting the 90s Go, Hot Wheels

 

Quiz

The ShareProphets Sunday Pub Quiz #168

 

Top-10

Notes from Underground – Most read articles for the week ending 19 Nov 2022

 

Crime-Scene

The Avaaz global warming grifters at it again – now it is drought in Somalia: Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith Bearcast - white collar crime DOES pay and Malcolm Breaks the habit of a lifetime

 

Bitcoin

Video: A Wave of Junk Debt Could Force the Fed to Pivot

 

ADT

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

 

CEY

Centamin – positive Sukari underground expansion news, Buy

 

Father Christmas

How To Make Money from the Chancellor's Plans to Tax Us More.

Friday »

WRKS

TheWorks.co.uk – ‘Oops, we forgot about £4 million of debt’… and for a week!

 

JR-Ewing

EXCLUSIVE: North Sea Tigers: We are all up in arms

 

EMAN

Everyman Media – after prior directorship confusion, another “Directorate Change”

 

Bearcast

Tom Winnifrith Bearcast: Is Cliff Weight sniffing out insider dealing at N4 Pharma?

 

ESNT

Essentra – after its presentation earlier this week, I am even more of a buyer

 

MUSH

Oscillate RTO – madness

 

AEO

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

 

NZI

Net Zero Infrastructure: share ramp by spivs + green shite + ex Tory MP on board = disaster

 

AAZ

Anglo Asian Mining – a sector sentiment-turning BUY

 

Bitcoin

The FTX Bankruptcy file in full - so shocking it is almost comical

 

Warwick_School

Tom Winnifrith postcard: Jeremy Hunt's lie - there is NO case for not ending charitable status for public schools

 

MEAL

Parsley Box (#MEAL) – proposed AIM cancellation and matched bargain facility, including with limited availability of a public markets equity fundraise

 

MODE

#MODE Global – following collapse of FTX, argues ‘different business model and structure’

 

N4P

N4 Pharma (#N4P) – £1m placing at 2p per share, up to £1m 'Broker Offer'

 

HUR

Hurricane Energy (#HUR) – Energy Profits Levy update, argues formal sale process “progressing, with multiple expressions of interest”

 

BKY

Berkeley Energia (#BKY) – submits Notification of Investment Dispute to Prime Minister of Spain & Ministry

 

BIFF

Biffa (#BIFF) – CFO Richard Pike resigns to join DS Smith (#SMDS), expected to leave by 30th April

 

GLE

MJ Gleeson (#GLE) – net reservation rates reduced to 0.26 per site per week, cancellation rates increased to 41%

 

LIO

Liontrust Asset Management (#LIO) – H1 AuMA -5.5% to £31.7bn despite Majedie acquisition, DPS maintained

 

LGEN

Legal & General (#LGEN) – expects to deliver FY Op. profit growth in line with 8% of H1, a “market update”

 

BOY

Bodycote (#BOY) – notes price increases and energy surcharges mean expects FY “in-line with market expectations”

Thursday »

IMB

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

 

FIF

Finsbury Food – AGM trading statement, how’s the rest of the year to unfold?

 

Bearcast

Tom Winnifrith Bearcast: Jeremy Hunt is a LIAR Steve O'Hara is not

 

TGP

Tekmar – proposed investment for “an ambitious plan for growth”, or needed anyway?

 

Bitcoin

Video: Quoth the Raven - The World is Turning To Gold Amidst Armageddon in Crypto

 

CWR

Ceres Power – on a (very) slow boat to China

 

BRBY

Burberry’s next phase is “modern British luxury”. Bad news for any chavs during a recession!

 

IKA

Ilika – “trading update”, hopefully my prior warnings were heeded!

 

GILD

Guild E-Sports – yet more management changes as this bogus David Beckham creation prepares for bailout fundraise.

 

Quiz

The ShareProphets Sunday Pub Quiz (on a Thursday) #167

 

Fake_News

Surely everyone can see that Russia has a legitimate point over #fakenews at the ghastly Daily Telegraph? Tom Winnifrith

 

Fake_News

Why doesn’t the BBC challenge the canard of Evil Tories: lifting bankers bonuses while nurses eat from food banks? Tom Winnifrith

 

CWR

Ceres Power (#CWR) – China JV negotiations “postponed until 2023”, also delays company’s intention to seek main LSE listing

 

GILD

Guild Esports (#GILD) – CEO Kal Hourd to leave, Chief Marketing Officer Jasmine Skee promoted to CEO

 

TGP

Tekmar (#TGP) – CFO Derek Bulmer to resign as is “to accept another role outside the business”

 

TGP

Tekmar (#TGP) – grants institutional investor 60 days period of exclusivity re. an “investment, at or around the current share price”

 

BEG

Begbies Traynor (#BEG) – notes H1 growth, “confident of delivering market expectations for the full year”

 

BRBY

Burberry (#BRBY) – H1 adj. EPS up to 44.3p, DPS to 16.5p, maintains near-term guidance

 

FIF

Finsbury Food (#FIF) – currently “continue to mitigate” macro-economic and cost inflation headwinds

 

FSTA

Fuller, Smith & Turner (#FSTA) – H1 adj. EPS up to 12.5p, DPS 4.7p, recent weeks maintained forward momentum

 

CRST

Crest Nicholson (#CRST) – FY trading update, “weaker trading in recent weeks”

 

IDS

International Distributions Services (#IDS) – H1 fall to even adj. loss due to Royal Mail trading performance

Wednesday »

HZM

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

 

Bearcast

Tom Winnifrith Bearcast: Singing to you all in Welsh

 

KMK

Kromek – “Award of £5m bio-threat contract by UK Government”, but how are those overall financials?

 

INCE

Ince gives away broker Arden for nothing, the final chapter of a comedy of errors

 

WYN

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

 

BZT

Bezant Resources – oi Colin Bird is it bust yet?

 

MCB

McBride – AGM trading update, is trading sufficiently improving?

 

BLND

Sage Group continues to perform, whilst British Land continues not to

 

NTQ

Enteq Technologies – interims, effectively ‘adapting to changing global and industry dynamics’?

 

INF

Outfit that Gives World Companies a Leg Up is Set to Shine as Firms Tussle for a Competitive Edge

 

Pinocchio

When will the West tire of mad and bad President Zelensky as he “attacks” Poland? Tom Winnifrith

 

INCE

#INCE – agreement to sell Arden Partners to Zeus… having only acquired it in April this year!

 

BOIL

Baron Oil (#BOIL) – raises £0.36m at 0.12p per share from REX retail offer of ‘up to £1m’

 

SSE

#SSE – H1 adj. EPS up to 41.8p, DPS 29p, remains on course for FY

 

ROO

Deliveroo (#ROO) – “to end its operations in Australia” as relatively weak position and there “four global players”

 

IDOX

#IDOX – argues “resilient” growth, “remain cognisant of the current economic environment”

 

SNR

Senior (#SNR) – trading “in line with expectations”, emphasises aerospace and flexonics recovery potential

 

HILS

Hill & Smith (#HILS) – now expects FY adj. Op profit “ahead of the top end of current analyst consensus”

 

MCB

McBride (#MCB) – AGM trading update, notes still some input prices “further upwards”

 

PFD

Premier Foods (#PFD) – H1 adj. EPS +11%, “on track to deliver full year expectations”

 

CMCX

CMC Markets (#CMCX) – H1 EPS +6%, DPS maintained, argues strategic growth plans “on track”

Tuesday »

Dead-Donkey

BREAKING – Bucket shop stockbroker Pello Capital set to call in administrators Smith & Williamson tonight

 

PRES

Pressure Technologies – “pleased to confirm… successful completion of the fundraising”. Really?

 

Bear

If you are feeling happy the antidote is tonight at 7.30 a free online seminar with Dr Doom

 

Bearcast

Tom Winnifrith Bearcast: NO I am not being naughty but YES I disagree with three brains

 

DX

DX Group – full-year results, and after corporate governance shambles Chairman ‘retires’

 

MOON

Surely Moonpig is a short at 171p?

 

BSFA

Why isn’t Malcolm tipping BSF Enterprise?

 

CRPR

James Cropper plc – interims, sufficiently “strengthened” growth prospects?

 

IMB

Time for me to sell some of my Imperial Brands shareholding (and take some really good profits)

 

G4M

Gear4music – interims, how much “confidence” does its latest update really give?

 

TSCO

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

 

US-Flag-Blonde

Pssst Don’t tell the BBC – but the Dems are about to lose the House! Tom Winnifrith

 

MCL

Morses Club (#MCL) – funders not to provide a “peak trading advance”, company to take steps to “constrain lending”

 

PRES

Pressure Technologies (#PRES) – proposed up to £2m placing at 30p per share and up to £0.5m REX offer

 

BOIL

Baron Oil (#BOIL) – £5m placing at 0.12p per share and up to £1m ‘REX retail offer’

 

BRSD

Brandshield Systems (#BRSD) – £1.75m placing at 6p per share

 

HRN

Hornby (#HRN) – Oliver Raeburn to join as CEO, Lyndon Davies to become Non-Executive Chairman

 

DX

DX Group (#DX.) – FY adj. EPS up to 2.9p, Executive Chairman Ron Series “retires”

 

IMB

Imperial Brands (#IMB) – FY adj. EPS +8%, DPS +2%, argues “well placed”

 

G4M

Gear4music (#G4M) – H1 swing to loss, expects FY profit with H2 seasonality

 

SDY

Speedy Hire (#SDY) – H1 adj. EPS +25%, DPS +7%, anticipates FY in line with its expectation

 

WIN

Wincanton (#WIN) – H1 adj. EPS +3%, DPS +10%, expects FY “in line with market expectations”

Monday »

CBOX

VINDICATED AGAIN: CakeBox: Dismal interims, don’t believe in the jam promised tomorrow: Told y'all!

 

Atomic

Video: The Road to an Energy Crisis

 

SOLI

Solid State – “significant client” contract award, but how significant in terms of financial outperformance?

 

Bearcast

Tom Winnifrith Bearcast: Time to switch my email off for a week thanks to 'arry Adams

 

SRT

SRT Marine Systems – interims, emphasises “profit” but what about cash flow?

 

PURP

Rightmove: another survey showing Purplebricks toast and housebuilders facing torrid times

 

JOUL

Joules – to call in administrators, hopefully the warnings here rather than the bullshit of management were heeded!

 

KEFI

My fellow Kefi shareholders – sorry but some of you are very dim indeed!

 

WG

As it pays out a litigation settlement, don’t forget Wood Group’s capital markets day later this month

 

BME

The Wonder of Woolies Might Keep the Share Price Bubbling for this Cheery Retailer

 

Christmas-Stripper

Photo article from the Welsh Hovel – getting in early with Christmas Puddings: Tom Winnifrith

 

JOUL

Joules (#JOUL) – financing discussions unsuccessful, to appoint administrators and shares suspended

 

ARK

Arkle Resources (#ARK) – placing for just £0.2m at 0.4p per share, with warrants

 

VAST

#VAST Resources – Baita Plai “interim production update”, attempted ramptastic

 

INF

Informa (#INF) – trading performance leads to increase to FY guidance range

 

RUA

#RUA Life Sciences – emphasises H1 revenue ahead of expectations, but still a £1.1m loss

 

MCRO

Micro Focus (#MCRO) – revenue and adj. EBITDA decline, expects 532p per share takeover by OpenText to complete in 2023 first calendar quarter

 

MEGP

ME Group (#MEGP) – now expects FY ahead of expectations

 

WYN

Wynnstay (#WYN) – expects FY “ahead of market forecasts”

 

CBOX

Cake Box (#CBOX) – H1 EPS down to 3.72p, DPS 2.625p, argues “on track” to achieve FY expectations

 

SFOR

S4 Capital (#SFOR) – argues positive Q3, but notes some likely macro impact ahead

Sunday »

Bearcast

Tom Winnifrith Bearcast: All hail Pete Brailey as other bears wake up to his Pantheon genius

 

KEFI

Kefi Gold & Copper shares to double by Christmas?

 

AAU

Ariana Resources – updates on potential catalysts in Turkey, Buy

 

NGHT

BREAKING: Project Pound at Nightcap – the delusional world of Sarah Willingham

 

Professor

Sunday Long Reads: Swamp Boy, Britney Spears’ Dad, Meaning of Moss, Art World Scam, Two Legs Good

 

ARB

Argo’s Peter Wall caught with his trousers down again as insolvency looms

 

Top-10

Notes from Underground – Most read articles for the week ending 12 Nov 2022

 

Pinocchio

Tuvalu PM and Avaaz: more climate change grifters, happy to ignore facts as they seek to raid your wallet - Tom Winnifrith

 

Pinocchio

NHS Nurses - greedy, deceitful and shameless witches: Tom Winnifrith

 

Clown

#DemocracyWins trends on twitter – whatever: Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith Bearcast: Macolm Stacey vs Steve Moore

 

HLN

How is Haleon - the spin-off from GSK plc - doing, punk?

 

GPM

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

 

Bear

Beyond Meat is Beyond Redemption.

 

Gold

The View From The Montana Log-Cabin As Gold Rushes Higher And The Fed’s Warning Light Flashes Brightly

 

ITH

Avoid Ithaca Energy following its IPO - it looks expensive compared to its peers and has high levels of debt and liabilities

 

BIOM

Steve and Co could Be Wrong about BIOME as the Green Bandwagon Gathers Speed.

 

US-Flag-Blonde

Tom Winnifrith podcast - did the Democrats really win the mid-terms as the BBC is telling us today

Friday »

Bearcast

Tom Winnifrith bearcast: Madness!

 

DRV

Driver Group – full-year trading update, now set for Middle East and APAC-driven improvement?

 

PHE

Powerhouse – after digging a hole in the road, its next ramp: placing ahoy?

 

WRKS

TheWorks.co.uk – half-year trading update, how “resilient” is its performance?

 

DEV

Dev Clever are you a £255m BUST yet? How about a year end trading statement?

 

BEN

Hello Adam Wilson, it’s Adam Wilson here can we chat again? I wanna tell you I love what you are doing

 

ARB

BOOM: Argo Blockchain 2026 bond collapse screams at you the shares are worth 0p

 

GFRD

Pre-AGM announcements today from Redrow and Galliford Try: knock me down with a feather!

 

NGHT

The greed, the revolting rewarding of failure of Dragons Den star Sarah Willingham exposed

 

AAU

Ariana – Work Programmes Progress Report: Still A Buy

 

BEN

Bens Creek (#BEN) – argues yesterday-announced charge over shares is “part of a long-term, routine financing arrangement”

 

PHE

Powerhouse Energy (#PHE) – University government funding to work with the group, RNS Reach attempted ramptastic

 

PUR

Pure Gold Mining (#PUR) – Court grant of “Sales and Investment Solicitation Process Order”

 

IUG

Intelligent Ultrasound (#IUG) – £5.2m placing at 9.25p per share

 

TLOU

#TLOU Energy – A$3m placing at A$0.035 (~2p) per share

 

WRKS

TheWorks.co.uk (#WRKS) – argues H1 “resilience”, though latest performance “softened slightly”

 

FRP

#FRP Advisory – H1 growth in line with expectations, “confident of making further progress”

 

DRV

Driver (#DRV) – FY loss, notes actions mean it expects to now see return to profit

 

RDW

Redrow (#RDW) – notes order book “strength”, but recent “negative impact on the housing market”

 

GFRD

Galliford Try (#GFRD) – argues continuing “good progress” against “backdrop of unsettled wider market conditions”

Thursday »

SMV

Smoove – interims, “to build on the successes of the first six months”? Er…

 

Bitcoin

Video: Rumors of War and Whiplash as the Old Paradigm Ends

 

MLVN

Malvern International – placing to redeem loan notes…and what of the other liabilities?

 

PURP

BREAKING: Latest RICS survey confirms house price & volume gloom, Purplebricks is surely toast in 2023

 

PHE

Company digs hole in road and issues RNS

 

Bearcast

Tom Winnifrith Bearcast: Let them eat cake and the latest shitcoin crash

 

BIOM

Biome Technologies – shares soar on Q3 trading update, but how’s the cash trajectory?

 

NGHT

BREAKING: Every single person owning Nightcap shares has now lost money – but CEO Sarah Willingham says she is having fun & its rewarding for her so that’s okay then

 

BEN

Ben’s Creek – the stench of Adam Wilson, today’s very belated 'fess up does not bear scrutiny

 

BP

BP – Q3 results, continued positive trading and shareholder returns

 

Welsh_Flag

Photo article from the Welsh Hovel - the school celebrates Wales in the World Cup day, Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh Hovel - a home produced supper: Tom Winnifrith

 

NCYT

Novacyt (#NCYT) – CEO David Allmond “stepping down… with immediate effect, to enable him to pursue other business opportunities”!

 

NGHT

Nightcap (#NGHT) – FY results, cash down to £5.4m, borrowings up to £5.5m

 

BEN

Bens Creek (#BEN) – “has become aware” that on 27th October MBU Capital entered into a charge over its 56.78% shareholding in the group

 

MLVN

Malvern International (#MLVN) – placing for just £0.2m at 8p per share

 

PRD

Predator Oil & Gas (#PRD) – “partial return of shares to Paul Griffiths”, intends to issue 10m new shares

 

SMWH

WH Smith (#SMWH) – FY return to profit, notes DPS of 9.1p “reflecting confidence”

 

DOM

Domino's Pizza (#DOM) – expects FY “in line with current market expectations”, to roll out on Just Eat

 

AUTO

#AUTO Trader – H1 EPS -3%, DPS +4%, notes “high levels of economic uncertainty”

 

CNA

Centrica (#CNA) – expects FY adj. EPS towards top end of recent analyst expectations range

 

BME

B&M (#BME) – H1 adj. EPS -23%, DPS maintained, reiterates previous guidance

Wednesday »

SLP

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

 

Bearcast

Tom Winnifrith Bearcast: Chinese Whispers and Kefi as Andrew Bell insists Opera needs subsidy for poor, young & black people

 

OPTI

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

 

MORE

Hostmore – argues “elevating our positioning”, but how effective is it going to be against current headwinds?

 

PCF

The curse of the fraud Supply@ME Capital’s David Bull – PCF Group to leave AIM and wind down

 

SBI

SourceBio International – “Trading Update and Proposed Cancellation”… so much for the IPO rationale then!

 

Newsboy

Buy, sell or hold views on today’s quarterly updates from Aviva, ITV and Taylor Wimpey

 

GYM

Gym Group – argues now its “offer will be even more compelling and attractive”. Is it?

 

ITH

Top Oil analyst savages the biggest IPO of 2022 – Ithaca Energy

 

SN

Outfit that Helps us Walk could Have an Even Healthier Future as more New Hips and Knees Are Wanted

 

MADE

Made.com (#MADE) – operating subsidiary appoints administrators who have entered into an agreement with Next (#NXT)

 

SBI

SourceBio International (#SBI) – trading warning and planning 115p per share tender offer and AIM cancellation

 

PURP

Purplebricks (#PURP) – board change GM requisition, “reviewing the legal validity”

 

WPHO

Windar Photonics (#WPHO) – proposed £2m placing at 15p per share

 

JDW

JD Wetherspoon (#JDW) – Q1 “broadly in line with expectations, although October has been a slightly slower month”

 

WOSG

Watches of Switzerland (#WOSG) – H1 performance underpins FY guidance, upgraded to reflect benefit of foreign exchange

 

MKS

Marks and Spencer (#MKS) – H1 adj. EPS -36%, defers shareholder capital returns consideration “until nearer the year end”

 

TW

Taylor Wimpey (#TW.) – H2 significant sales rate decline, with increased cancellation rate

 

ITV

#ITV – Q3 update, expects to manage inflation this year but having to look at further mitigation for 2023

 

GYM

#GYM Group – notes overall increased memberships, but disappointing performance of some sites

Tuesday »

CBOX

Cake Box – appointment of a joint broker “with immediate effect”, now why might that be?

 

RRR

The Andrew Bell defence at Red Rock

 

Bearcast

Tom Winnifrith Bearcast - Clem Chambers and the most almighty spoof & extra lashings of ouzo for me after AGM

 

MRK

Marks Electrical – interims emphasise “well positioned to achieve our full year targets”… the already-reduced ones

 

BUMP

Have you looked at Seraphine’s website – another dire warning issued

 

BAR

Brand Architekts – results emphasise “transition of the business strategy to focus on profitability”, but how difficult is it to deliver?

 

ARB

Another calamitous update from Argo Blockchain, the Fat Lady is warming up

 

DCC

Despite the year-to-date volatility, DCC remains a great FTSE 100 pension fund holding for me

 

AGM

GOTCHA: Applied Graphene forced to comment on ShareProphets scoop – surely the Fat Lady has a gig coming now

 

CINE

BREAKING: Another Cineworld Court Hearing spells out exactly why it is a slam dunk zero

 

Collapsing-Reactor

Britain needs to give a trillion quid to poor countries for our leading role in Global warming – fact free bollocks: Tom Winnifrith

 

ARB

Argo Blockchain (#ARB) – October “Operational Update”, increased Bitcoin network difficulty and continuing financial troubles

 

AVCT

Avacta (#AVCT) – significantly oversubscribed £2m open offer at 95p per share

 

ZAMZ

Zamaz (#ZAMZ) – to acquire increased interest in Eccellenze S.r.l., with consideration also “therefore increased”

 

CBOX

Cake Box (#CBOX) – appointment of Liberum as a joint broker

 

WPP

#WPP – CFO John Rogers “has decided to step down”, appointment of Joanne Wilson from Britvic (#BVIC) to succeed

 

BUMP

Seraphine (#BUMP) – start of Autumn/Winter season improvement, but “more recent trading has been weaker”

 

HMSO

Hammerson (#HMSO) – noting leasing performance and improved collections, “now expects FY22 adjusted earnings to be not less than £100m”

 

PSN

Persimmon (#PSN) – “recent elevated cancellation rates”, new dividend policy

 

ABF

Associated British Foods (#ABF) – FY adj. EPS up to 131.1p, DPS 43.7p, expects cost inflation impact this year

 

HFG

Hilton Food (#HFG) – notes “inflationary pressures”, FY “anticipates that operating profit will now be below its expectations”

Monday »

AGM

BREAKING: Applied Graphene working on a placing at an 80% discount to bid price – City source

 

KEFI

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

 

INSG

Insig AI – “New Contract Win”, ramptastic?

 

Bearcast

Tom Winnifrith Bearcast: Can you smell that bullshit from Tern: shares could well halve by Christmas

 

JOUL

Joules – argues turnaround “good progress” and cost control and cash management “focus”… so why the further trading and financial distress?!

 

AVO

At what point does Daddy Pig’s compliance officer put a stop to the Advanced Oncotherapy farce?

 

Fork-In-The-Road

UK house prices: Halifax only gives you half the story

 

EXR

Engage XR – argues “a huge moment for the group”, but how “successful” is this evolution to be?

 

GBO

BREAKING: The FCA sees off legal challenge from the Globo fraudsters

 

DVRG

Gotcha! Gerry Brandon “resigned” as he leaves Deepverge with immediate effect

 

HERC

Many More than Seven Labourers for Hercules Make this Outfit a Possible Punt

 

Fake_News

The liberal media runs scared of the mid-terms Red Wave – denial on BBC Woman’s Hour: Tom Winnifrith

 

DVRG

DeepVerge (#DVRG) – Gotcha!; Gerry “the arse” Brandon resigns and to leave “with immediate effect”

 

APP

Appreciate (#APP) – recommended 44p per share cash and shares offer from PayPoint (#PAY)

 

JOUL

Joules (#JOUL) – trading warning, desperate financing “discussions” including for bridge financing

 

B90

#B90 – board changes including appointments of Ronny Breivik and Martin Fleisje, EGM requisition withdrawn

 

TERN

#TERN – equity fundraising by Wyld Networks

 

SOLG

SolGold (#SOLG) – Cascabel $50m royalty financing with Osisko Gold Royalties