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Tom Winnifrith Bearcast: Chris Frazer of Sirius is the bears' best friend

By Tom Winnifrith | Saturday 19 October 2019

Disclosure: I own shares in one or more of the stocks mentioned. 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.

I start with a look at who might be sued in the Neil Woodford scandal, focussing in on the directors at Woodford Patient Capital Trust (WPCT). Then I lookl at another mini-bond disaster, this time involving Kevin McCloud of Grand Designs. Finally I discuss the latest deranged thoughts and acts of Chris Frazer of Sirius Minerals (SXX) as he ponders an AIM (sorry main market) delisting. Timber!!!! He is, again, the bears best friend.

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Tom Winnifrith Bearcast: Snopes raises massive questions for KPMG, Nomad Peel Hunt, the idiots at AIM Regulation, the SNP et al

 

IGE

Image Scan – warns on trading but argues “retain our optimistic outlook for the future”. Really?

 

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Slashing (already dire) Versarien forecasts ahead of Q4 share price meltdown

 

BIDS

Bidstack raises £10 million – is that enough?

 

VIC

Victorian Plumbing – “trading ahead of market expectations”. What, previously massively lowered ones?

 

TERN

Tern Primary Bid offer flops – do the maths on when next bailout needed: it’s grim

 

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A pleasing update from Imperial Brands

 

Fake_News

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Photo Article from the Welsh Hovel: a spoiler from the Mrs as first apple chutney produced: Tom Winnifrith

 

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TERN

#TERN – raises £1.6m at discounted 7.5p per share, including only £0.3m via PrimaryBid

 

SEE

Seeing Machines (#SEE) – collaboration agreement with, and up to $65m investment from, Magna International

 

MOS

Mobile Streams (#MOS) – £1.2m placing at 0.18p per share with warrants, £0.2m broker option

 

VIC

Victorian Plumbing (#VIC) – FY revenue “broadly unchanged”, “operating and economic environment is challenging”

 

DGE

Diageo (#DGE) – “organic net sales growth across all regions”, argues “remain well-positioned”

 

BWNG

N Brown (#BWNG) – H1 profit fall, net debt £243.5m, H2 “anticipate continued softness in trading”

 

MOTR

Motorpoint (#MOTR) – H1 record revenue but profit “significantly lower… due to investment”, notes significant market “challenges”

 

CHG

Chemring (#CHG) – expects FY in line with expectations, order book up to £678m

 

RS1

RS Group (#RS1) – Q2 LFL revenue +15% YoY, expects FY “slightly ahead of current consensus estimates”

 

CMCX

CMC Markets (#CMCX) – H1 net operating income +21% YoY, closed with pickup in market volatility and client trading volumes

Wednesday »

TERN

BREAKING: Tern raising up to £2 million including Primary Bid Offer - DON'T DO IT!

 

Bearcast

Tom Winnifrith Bearcast: Here is what I would have bought after some on the ground DD had my stockbroker not been on YET ANOTHER holiday

 

ESNT

Essentra – corporate excitement really kicking off, still a Buy

 

NET

Netcall – full-year results, are the ‘growth opportunities’ sufficient?

 

MMAG

Updated: Is the musicMagpie whistleblower its Chief Technology Officer? He says no!

 

PCF

The toxic legacy of David Bull – PCF Group stops lending today as it faces growing balance sheet crisis

 

MMAG

If this is not an ex musicMagpie employee spilling the beans then he is a great imposter

 

ITX

Itaconix – “pleased to announce” distribution program, attempted ramptastic?

 

TSCO

Tesco is a solid place to do your food shopping – and the same is now true of shares in the company

 

TPT

Topps Tiles – “positive progress from all parts of the group”. Er, what about the Topps Tiles brand like-for-like sales decline?!

 

OMG

With Supply Problems Starting to Wane, this Computer Whiz Kid Might Soon Rally

 

PCF

#PCF – PCF Bank to suspend new lending with company fundraising and “transactional” options uncertainty

 

SOM

Somero (#SOM) – Hurricane Ian “no material damage to its Fort Myers facility or disruption to business”

 

HZM

Horizonte Minerals (#HZM) – raises £70.5m from placing at 90.5p per share

 

KETL

Strix (#KETL) – agreement to acquire water systems business Billi for c.£38m, placing for £10m at 115p per share

 

TSCO

Tesco (#TSCO) – H1 adj. EPS -5%, DPS +20%, profit guidance now towards lower end of range

 

HYVE

#HYVE – trading update argues “positive trading momentum”, agreement to sell Turkish business

 

TPT

Topps Tiles (#TPT) – Q4 sales +4.3% YoY, notes moving “to a more uncertain environment for consumers”

 

VTU

Vertu Motors (#VTU) – H1 adj. EPS down to 6.5p, DPS up to 0.7p, notes cost pressures but still strong sales performance

 

HFD

Halfords (#HFD) – acquisition of B2B automotive services business Lodge Tyre for initial £33.2m

 

HILS

Hill & Smith (#HILS) – acquisitions of US off-grid solar lighting business National Signal for initial $25.3m and Widnes Galvanising for £3.7m

Tuesday »

TPX

TPXimpact – director share purchases to try to reassure the market rather than of real conviction?

 

Bearcast

Tom Winnifrith Bearcast: 1990s encounter in a gents urinal

 

PHE

Powerhouse Energy – what ails thee?

 

Tom

BREAKING: Jim Mellon, Matt Earl and Malcolm Burne join the fun – Sharestock 2023 now open for bookings

 

PYC

Physiomics – “pleased to announce” contract award, attempted ramptastic?

 

CCT

Character Group – does a latest trading update provide the stabilisation I previously said was required?

 

MADE

Made.com – shares soar on hope but the grim truth about the black hole is grim indeed

 

GRG

Time to grab a Greggs vegan sausage roll (and its shares too?)

 

SYME

Venus has sold every singly Supply share it has been given - proof for the morons

 

AIQ

AIQ – Snouts In The Trough? No Way!

 

Welsh_Flag

Photo Article from the Welsh Hovel - a little bit of Greece takes root (I hope): Tom Winnifrith

 

Welsh_Flag

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MADE

Made.com (#MADE) – begun sale “discussions”, business currently expected to require £45-£70m over the next 18 months!

 

MXC

MGC Pharmaceuticals (#MXC) – board changes and “appointment of UK capital markets advisor”, ramptastic!

 

MCL

Morses Club (#MCL) – Chair and a non-exec director to ‘step down’

 

CCT

Character (#CCT) – expects current year “unlikely to match the expected outcome for the year ended 31 August 2022”

 

GRG

Greggs (#GRG) – Q3 LFL sales +9.7%, expects FY in line with expectations

 

WIZZ

#WIZZ Air – September passengers up YOY to 4.57m, load factor up to 87.1%

 

BMV

Bluebird Merchant Ventures (#BMV) – Batangas project licence extension, enabling completion of final major studies

 

PRV

Porvair (#PRV) – Q4 “strong start”, FY “likely to be ahead of market expectations”

 

GHT

Gresham Technologies (#GHT) – “strong quarter”, now expects FY ahead of market expectations

 

LGEN

Legal & General (#LGEN) – “maintained the positive momentum… despite the prevailing macro conditions”

Monday »

SRT

SRT Marine Systems – argues “recovered and… now performing well”, but sustainably so this time?

 

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Tom Winnifrith Bearcast: Why I can't buy the bereavements line from Hot Rocks & Gavin Burnell of Globo infamy

 

PEEL

Peel Hunt – “Half Year Trading Update”, why no mention of the bottom-line I wonder?!

 

MEX

GOTCHA – Tortilla Mexican Grill – profits warning when’s the placing?

 

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Oh dear, oh dear: yet another employment tribunal humiliation for Julie Meyer, she really is a card

 

ESNT

Interesting updates from Essentra and James Halstead

 

TPX

TPXimpact – ‘digital transformation’ provider struggling with its own transformation!

 

NNN

Nanosynth shares sliding again – now off almost 1/3 since it told a £3 million lie 5 weeks ago - 10 weeks to bankruptcy?

 

EDEN

As Eden slips out piss poor interims is the Terpenetech Panama Pump fraud unravelling?

 

MAB

Pub Shortage should Give this Big Chain a Chance to Put a Head on its Share Price

 

LAM

Lamprell (#LAM) – shares suspended as couldn’t publish interims, to be delisted later this month

 

FME

Future Metals (#FME) – £0.5m placing at 7p per share with warrants

 

DELT

Deltic Energy (#DELT) – open offer raises £0.96m at 3.5p per share, taking total to £15.96m

 

MEX

Tortilla Mexican Grill (#MEX) – H1 profit down to £0.2m, warns on inflationary cost pressures

 

ESNT

Essentra (#ESNT) – completes Packaging business sale, agrees Filters business sale for approx. £262.1m EV

 

HYVE

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SRT

#SRT Marine Systems – expects H1 PBT “not less than £1.5m”, “look forward to the second half”

 

AGFX

Argentex (#AGFX) – recent “favourable market dynamics”, confident will exceed current expectations

 

PEEL

#PEEL Hunt – H1 “low levels of capital markets activity”, notes markets recently further destabilised

 

JHD

James Halstead (#JHD) – FY profit slightly up, recent trading “positive” but notes costs challenges

Sunday »

Bearcast

Tom Winnifrith Bearcast: Yes! Carnival could be a zero

 

BZT

A Letter to AIM Regulation & Roland “Fatty” Cornish: Colin Bird’s Bezant a statement & suspension needed

 

AAU

The View From The Montana Log-Cabin As Gold Continues To Struggle And Cash From Ariana Arrives Tomorrow

 

Professor

Sunday Long Reads: Strip mall building killer, How Ukraine war might end, Hair transplant capital, Arctic circle wine, Hunter Biden's laptop

 

CDL

EXPOSE: Cloudbreak Discovery – Another Round Of Death Spiral, But When Was The Call?

 

Quiz

The ShareProphets Sunday Pub Quiz #161

 

Bear

Five Slam-Dunk Sells For 2022 – End Of September Update

 

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Saturday »

AVCT

There is more to Avacta than meets the eye. Or should that be less? Short!

 

FOX

Fox Marble – proposed reverse takeover update, excitement ahead? You bet: Potential 20 bagger from here!

 

AAU

Ariana Resources – interims, financial and projects progress suggest value: BUY

 

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CCL

The comedy of being a Carnival shareholder

 

AVO

Advanced Oncotherapy – Interim Results A Horror Show

 

SUR

Sparky Outfit that Saves on Power Could Electrify its Share Price on Strong Demand.

 

Welsh_Flag

Photo Article from the Welsh Hovel - Apple Juice Production Line: Tom Winnifrith

Friday »

Bearcast

Tom Winnifrith Bearcast: Chill Brands manages minus revenues in H2

 

EUA

Piss poor interims from Eurasia – cash crisis looms

 

CTEA

Catenae Innovation – Mega-Delayed Results And Death Spiral…..What’s Not To Like?

 

VOY

GOTCHA! Voyager Life suspension and statement which is vaguely true but largely fantasy, and an apology to Liam Murray

 

ALGW

Alpha Growth piss poor and non IFRS compliant interims, does anyone at the FCA care about enforcing its own rules?

 

SYME

Supply@ME Capital & Tradeflow – who needs the divorce more?

 

3IN

Between playing the investment game or not, you can do a lot worse than 3i Infrastructure

 

NNN

Nanosynth interims – this company is lying & looks to be going bust by Christmas

 

TYM

It can't be long until Tertiary Minerals needs to raise more cash soon via a discounted placing - avoid like the plague

 

JNEO

Journeo – further delivery to expectations suggesting the shares are very cheap!

 

Angel

Photo - guess who dressed little Jaya today? Tom Winnifrith

 

Conservatives

Will wretched Wrexham Tory MP Sarah Atherton dare knock on my door tonight? Tom Winnifrith

 

Welsh_Flag

Photo Article from the Welsh Hovel - Radishes for Christmas: Tom Winnifrith

 

Welsh_Flag

Photo Article from the Welsh Hovel - chilli and pepper harvesting and preserving: Tom Winnifrith

 

SIS

Science in Sport (#SIS) – proposed £5m placing at 15p per share ‘to strengthen balance sheet’, to conduct a “strategic review”

 

AML

Aston Martin Lagonda (#AML) – completes equity capital raise, raising £654m

 

HAT

H&T (#HAT) – raises £16.9m at 425p per share including via PrimaryBid

 

VOY

GOTCHA! Voyager Life (#VOY) – ended talks on a possible acquisition, reckons still looking, shares to be restored to trading

 

EUA

Eurasia Mining (#EUA) – H1 cash down by £8.5m to £13.6m, reckons “pursuing a potential sale” still!

 

CINE

Cineworld (#CINE) – H1 loss $293.8m, notes its "Chapter 11" US Bankruptcy Court cases

 

NNN

Nanosynth (#NNN) – H1 loss of £1.8m on revenue of just £9,988, cash down to £1.8m

 

EDEN

#EDEN Research – H1 loss of £1m on revenue of £1m, cash down to £1.9m

 

NUM

Numis (#NUM) – expects FY revenue -33%, notes continuing macro uncertainty

 

INCE

#INCE – argues “progress”, but LFL H1 “not expected to improve on the same period in the prior year”

Thursday »

Bearcast

Tom Winnifrith Bearcast: My last ever young mums group on a day remembering fraud busting 27 years ago

 

AVCT

Avacta Interims: no placing (yet) but bulls should not get too smug

 

DCTA

Directa Plus – interims, is this really ‘a leading producer and supplier maintaining a positive outlook’?

 

SYME

Supply@Me Capital – is sub scale loss making asset manager TradeFlow still over valued?

 

ADME

ADM Energy ready to sing the ShareProphets National Anthem – is that the Fat Lady preparing to make it a duet?

 

UJO

Union Jack West Newton Competent Persons Report shocker or damp squib?

 

SCE

Surface Transforms – announces another discounted equity raise. For further capacity needs?

 

SYME

Supply@Me Capital Interims – drowning in debt and needing ANOTHER new death spiral facility

 

LOOP

LoopUp – following “very significant” new contract and I warning on the overall financial profile still, now a discounted capital raising

 

VOY

MAJOR EXPOSE: Voyager Life – a can of worms & a history lesson for young Liam Murray

 

SYME

Supply@ME Capital (#SYME) – H1 loss of £6.2m on revenue of just £0.2m, net debt up to £6.3m

 

ATQT

Attraqt (#ATQT) – recommended 30p per share offer

 

AVCT

Avacta (#AVCT) – H1 £9m continuing operations loss on revenue of £5.5m, cash down to £17m

 

NCYT

Novacyt (#NCYT) – H1 £5m continuing operations loss on revenue down to £16.5m, cash down to £99.6m

 

IHG

InterContinental Hotels (#IHG) – cyber incident update, all systems restored and security being enhanced

 

MAB

Mitchells & Butlers (#MAB) – Q4 update, notes cost inflation and UK consumer pressures

 

NXT

Next (#NXT) – H1 growth but notes August below expectations and rising cost of living pressures

 

CFX

Colefax (#CFX) – notes slight constant currency sales growth, expects further challenging conditions as enters important autumn season

 

SYNT

Synthomer (#SYNT) – continuing destocking impact and macroeconomic-related reduced demand

 

HSS

#HSS Hire – H1 adj. EPS up to 0.96p, DPS 0.17p, net debt £49.3m

Wednesday »

Bearcast

Tom Winnifrith Bearcast: Boohoo and Mahmud with his gross cash - he really is taking the piss now

 

BIDS

Bidstack ticks all the boxes for the bears

 

XPF

XP Factory – interims, was there any positive financial news?

 

IOF

Iofina – interims, profit and its potential becoming clearer

 

IMB

Imperial Brands really should be loved by ESG investors

 

GLAN

Glantus – interims & “significantly below” trading warning. Yet ANOTHER AIM IPO Roll-Call of Shame

 

SCIR

EXPOSE: Scirocco – Share Issue Seemingly In Defiance Of AGM

 

EZJ

EasyJet is a BUY - it can turn things around - buy

 

MXC

MGC Pharmaceuticals: another red flag vicar? More ouzo on cornflakes for a vindicated sheriff!

 

NEX

National Express May Drive a Coach and Horses Through the Notion that All Shares are Heading South

 

Angel

Farewell gorgeous and glamorous cousin Venetia Stevenson 1938 - 2022: Tom Winnifrith

 

MXC

MGC Pharmaceuticals (#MXC) – advertising laws infringement notices totalling AUD$306,960

 

BRBY

Burberry (#BRBY) – appointment of Daniel Lee as Chief Creative Officer, Riccardo Tisci “has decided to leave”

 

FCAP

finnCap (#FCAP) – after recently CEO leaving, COO Tom Hayward “desire to pursue a new direction” and to leave in January

 

BOTB

Best of the Best (#BOTB) – Chairman change, Charles Butler appointed with immediate effect

 

AMGO

Amigo (#AMGO) – AGM update, expects to propose an approx. £40m capital raise and a debt raising

 

AML

Aston Martin Lagonda (#AML) – 94.3% rights issue take-up, remainder with underwriters

 

BOO

boohoo (#BOO) – H1 revenue -10% YoY and swing to loss, warns on H2

 

DPP

DP Poland (#DPP) – H1 increased loss, notes recent accelerated sales but inflationary pressures

 

CML

#CML Microsystems – H1 ahead of expectations, “forward order book remains healthy”

 

EMAN

Everyman Media (#EMAN) – H1 still a loss, argues film production now back up to full speed

Tuesday »

AVCT

Avacta Results on Thursday – something not quite right

 

OMG

Oxford Metrics – “Trading Update”, this year indeed not to be so “strong” then!

 

Confetti

Video: Inflation Cycles have Topped for Now

 

Bearcast

Tom Winnifrith Bearcast: Colin Bird skewers himself Neil Woodford style so Tiger Royalties shares 80% overvalued

 

INS

Instem – interims, emphasises revenue increase and adjusted profit… but what about cash?

 

GILD

Guild eSports renegotiates £15m greedy David Beckham deal to pave way for rescue placing

 

SMV

Smoove – emphasises “strong growth” and stamp duty assistance, but what about its bottom-line and other macroeconomic factors?

 

SAGA

The ongoing saga of woe at Saga

 

PRES

Pressure Technologies – recovery “significantly below that anticipated”… and what about the balance sheet I warned of?

 

ADT

AdEPT Technology – AGM trading statement, earnings and de-leveraging delivery?

 

FCRM

Fulcrum Utility Services (#FCRM) – “cyber security incident”, “work is ongoing”

 

GILD

Guild Esports (#GILD) – renegotiates agreement with David Beckham

 

BOO

boohoo (#BOO) – Shaun McCabe to commence as CFO on 3rd October, good luck chap!

 

DOM

Domino's Pizza (#DOM) – NED Elias Diaz Sese to be Interim CEO from 10th October

 

PRES

Pressure Technologies (#PRES) – H2 recovery “significantly below that anticipated”, bank discussions as anticipates covenants breach

 

OMG

Oxford Metrics (#OMG) – trading warning as shipments delay due to supply chain

 

SMV

Smoove (#SMV) – notes its developments in housing market, argues “several growth drivers”

 

SSPG

SSP (#SSPG) – Q4 revenue c.91% of 2019 levels, argues can flex model to mitigate trading environment volatility

 

CARD

#CARD Factory – H1 swing to profit, net debt £96.6m but argues “feel well placed” hmm

 

BAG

A.G. Barr (#BAG) – H1 EPS up to 18.98p, DPS 2.5p, anticipates consumer will be impacted in coming months

Monday »

Bearcast

Tom Winnifrith Bearcast: 2 David Beckham dogs a spoofing day

 

PIER

Brighton Pier Group – strong full-year results, but economic pressures now to bite?

 

SYME

BREAKING: Supply@Me Capital and the stinking dodgy offshore share dump to Holiday

 

CNC

Concurrent Technologies – I having previously warned on its order delivery ability, what do interims say?

 

ZAMZ

Zamaz uses over priced shares to make its first acquisition: all meat to the White mill

 

ULVR

More management change excitements in the FTSE 100 (and beyond)

 

PUR

Pure Gold – Pure Bullsh*t As Fat lady Warms Up In The Wings

 

MMAG

musicMagpie (lack of) profits warning & more bullshit – a true IPO £95m share dump disgrace

 

VAST

Vast Resources – yet another bailout placing, everything that is wrong with AIM

 

GLE

Affordable Homes Maestro Looks Set to Make Hay as Interest Rates Rise

 

Professor

Tom Winnifrith postcard: The 23 September UK Budget: Economic illiteracy, utterly inequitable and unfair and NOT what Mrs Thatcher would have done

 

PDG

Pendragon (#PDG) – possible offer proposal at 29p per share, currently being considered

 

RPS

#RPS Group – WSP, following the higher offer from Tetra Tech, ‘considering its options’

 

RPS

#RPS Group – recommended 222p per share offer from Tetra Tech

 

MMAG

musicMagpie (#MMAG) – further trading warning (natch!), end-August net debt £7.5m

 

CBX

Cellular Goods (#CBX) – letter of intent for CBD brands reverse takeover, emphasises revenues but what about the bottom-line?

 

PIER

Brighton #PIER – emphasises H1 progress, though also future uncertainties and caution

 

LIKE

Likewise (#LIKE) – H1 small overall profit, argues “well placed” but “conscious of the importance of Q4”

 

FIF

Finsbury Food (#FIF) – FY adj. EPS +17%, DPS +4%, notes macro headwinds persisting

 

XPD

Xpediator (#XPD) – H1 adverse impacts, argues “improving performance of those UK businesses which under-performed”

 

BAB

Babcock International (#BAB) – trading in line with expectations, “order momentum remains good”

Sunday »

MHC

MyHealthChecked – interims, further delivery and expansion excitement potential ahead: BUY

 

FXPO

Ferrexpo – Ukraine appeal court judgement announcement update

 

Bearcast

Tom Winnifrith Bearcast: Who will dare to say that Boards full of straight white men will be delivering better returns in 2022

 

RTN

Restaurant Group: My 2022 Short Tip (as a sell) Update.

 

GSK

Should you be the CFO of Burberry or GSK?

 

Quiz

The ShareProphets Sunday Pub Quiz #160

 

Gold

The View From The Montana Log-Cabin As Gold Follows Sterling Downwards

 

Professor

Sunday Long Reads: Origin of Eels, Stone Skipping, R Crumb, Art of Maintenance, Fusion by 2030s

 

Top-10

Notes from Underground – Most read articles for the week ending 24 Sept 2022

 

Welsh_Flag

Photo Article: Yesterday's harvesting at the Welsh Hovel - Tom Winnifrith

 

Pinocchio

Women’s Super League football attendance dishonesty (again) - Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith Bearcast - could Argo be a zero by Christmas? Hell yeah!

 

VCP

Gyrations at Victoria Carpets

 

Crime-Scene

SUPP A Buy? No Way! More Trouble At T’Mill As The Curse Of Neil Woodford Continues

 

CMRS

Caerus Mineral Resources has performed abysmally since my share tip but I can still see some speculative potential, if you like a punt

 

AVO

Advanced Oncotherapy – Has It Broken AIM Rule 11 and missed another deadline?

 

Bear

Dr Doom: A New Era – Inflation, Energy, Talk/Zoom and a Royal Event

 

WRKS

TheWorks.co.uk – emphasises “strong” full-year results, but is the company right to be ‘confident in its prospects’?

 

KWS

Sitting Comfortably with Your Sofa Game? Zillions Do and this Games King Is a Winner.

 

Boom

Superb Video: Bill Maher on slavery, rewriting history and "presentism" - Tom Winnifrith

Friday »

TERN

Tern – Diabolical Interims, Technical Insolvency and Worse

 

ITS

In The Style Group – “significant progress against several of the strategic priorities”, what about the still diminishing cash though?!

 

Bear

Video: The Worst Part of the Bear Market is Dead Ahead

 

Bearcast

Tom Winnifrith Bearcast - falling out of love with the Tories including Andrew Bell

 

CCS

Crossword Cybersecurity – after previously stating it was “strengthening its working capital… on the back of a positive H1”, a discounted placing (natch!)

 

BOO

If Mahmud Kamani ran any other company than Boohoo.com he would, after the Revolution fiasco, be getting the sack today

 

REVB

Revolution Beauty Group – Oh dear, you want the bad news or the very bad news?

 

EZJ

Seminar time with easyJet and Sage Group

 

MADE

GOTCHA: Made.com admits it is fucked

 

WYN

Wynnstay Group – earnings forecast outperforming, Buy

 

MADE

Made.com (#MADE) – further trading deterioration, “strategic review” including formal sale process. A 2021 IPO disgrace

 

REVB

Revolution Beauty (#REVB) – auditor BDO has “identified a number of serious concerns”, investigation launched and a “materially below” trading warning!

 

CCS

Crossword Cybersecurity (#CCS) – £3.6m placing at 21.7p per share

 

7DIG

7digital (#7DIG) – £0.5m loan from director, Chairman change

 

MXC

MGC Pharmaceuticals (#MXC) – raises $0.55m from Mercer Street death spiral facility

 

CBX

Cellular Goods (#CBX) – “now shipping products to the USA” attempted ramptastic

 

TERN

#TERN – argues “optimism”, but even stated NAV per share down and H1 cash down to £0.3m

 

ITS

In The Style (#ITS) – argues “significant” strategic progress, but net cash now down to £4.3m

 

WRKS

TheWorks.co.uk (#WRKS) – FY return to profit, this year to date LFL sales +0.8%, cautious on consumer spending

 

SMIN

Smiths (#SMIN) – FY adj. EPS +18%, DPS +5%, this year expects 4-4.5% organic revenue growth and moderate margin improvement

Thursday »

COPL

Canadian Overseas mug punters spoofed by the death spiral provider: told y’all

 

Bearcast

Tom Winnifrith Bearcast: Time for eco loons to head to Devon to strip naked and confront David Bramhill again

 

OSI

Osirium Technologies – interims, it having emphasised contract extensions…it currently remains cash crunch ahoy!

 

DVRG

DeepVerge Interims – demerger will not create value, another spoof from the arse

 

PZC

We could talk about global central banks but I would prefer to focus on today’s numbers from PZ Cussons

 

BIDS

A Hassard to your wealth - Nigel the Bidstack loon spreads lies

 

SFE

Safestyle UK – shares slump further on interims, hopefully our warnings were heeded

 

BIOM

Biome Technologies – interims, financial stress indeed!

 

OPTI

OptiBiotix Health – Apollo Hospitals and Pharmacies launch, Sales recovery Buy

 

AVCT

Bulletin Board Moron of the week Competition – paranoid Bidstack & Avacta punter edition

 

DVRG

DeepVerge (#DVRG) – H1 £2.2m loss, cash down to £1.2m, borrowings up to £4.2m!

 

POLX

Polarean Imaging (#POLX) – U.S. FDA 'additional information request', company notes assurances drug manufacturing partner will address concerns

 

VARE

Various Eateries (#VARE) – CFO Oli Williams “to pursue other opportunities”, appointment of James Darwent as interim CFO

 

TENG

Ten Lifestyle (#TENG) – FY trading update, notes “number of anticipated new contract launches”

 

BEG

Begbies Traynor (#BEG) – new financial year “good start”, “increasing number of larger, mid-market insolvency and restructuring cases”

 

SNWS

Smiths News (#SNWS) – expects FY underlying performance “ahead of market expectations”, though £4.4m McColl's bad debt provision

 

COM

Comptoir (#COM) – H1 swing to profit, though “cautious about the immediate-term outlook”

 

PZC

PZ Cussons (#PZC) – FY adj. EPS -3%, DPS +5%, expects current year “in line with current consensus estimates”

 

SFE

Safestyle UK (#SFE) – H1 swing to loss, DPS 0.4p, forecasts FY underlying performance will be profitable

 

JD

JD Sports Fashion (#JD.) – H1 adj. EPS down to 5.23p, DPS 0.13p, maintains FY view

Wednesday »

SRT

SRT Marine Systems – AGM trading update, how “material” is the half-year improvement?

 

Bearcast

Tom Winnifrith Bearcast: Missing hot dates, not me & the wonderful Cheryl but Avacta - rescue placing ahoy!

 

NTQ

Enteq Technologies – notes progress on “unique” SABER product, so why a more than 30% share price slump?

 

ECP

Eight Capital Partners – non compliant interims & explicit bailout warning

 

ITIM

itim Group – interims, ‘deployment of its products and services vital in helping clients weather the storm’. Really?

 

HLN

Is it double or quits time for Haleon shareholders?

 

SYME

Supply@ME Capital: 13 bits of carelessness

 

MEAL

Parsley Box - more signs of the cash crisis arrives in my email

 

Align_Research

Death spiral v discounted placing - is there a third way?

 

AHT

Tool Hire Giant should Keep Grabbing More Cash as Building Trends Change

 

AVV

AVEVA (#AVV) – recommended 3100p per share offer from Schneider Electric

 

JD

JD Sports Fashion (#JD.) – ‘departure agreement’ with Peter Cowgill, including £5.5m for restrictive covenants and consultancy!

 

CBX

Cellular Goods (#CBX) – “launch of three new skincare products”, ramptastic!

 

SBI

SourceBio International (#SBI) – HMRC written confirmation it’s not to pursue claim for VAT on COVID-19 PCR services

 

CPC

City Pub Group (#CPC) – H1 return to small profit, “anticipate that trading will remain resilient for the rest of the year”

 

MORE

Hostmore (#MORE) – H1 adj. EPS 3.5p, recent weaker trading

 

TEG

Ten Entertainment (#TEG) – return to H1 profit, adj. EPS 20.2p, DPS 3p, ‘continued positive sales trend’

 

GAW

Games Workshop (#GAW) – quarterly “core revenue” up but PBT down YoY, DPS 30p

 

PDG

Pendragon (#PDG) – H1 adj. EPS -17%, expects similar trading environment in H2

 

W7L

Warpaint London (#W7L) – H1 adj. EPS up to 5.1p, DPS +4%, “confident”

Tuesday »

BIDS

Letter to AIM Regulation – Bidstack deliberately deceives investors, action needed ahead of rescue placing

 

OSI

Osirium Technologies – “Significant contract extension”, but what about the previously-admitted upcoming cash crunch?!

 

Bearcast

Tom Winnifrith Bearcast: the awful forecasts and looming bankruptcy Bidstack is trying to hide

 

DEMG

Deltex Medical – interims emphasise “returns to growth”. Er, what about the balance sheet woes?!

 

UJO

Union Jack - virtue signalling and paid for waffle

 

EVE

Eve Sleep: Fat Lady Warmed Up And Ready To Enter Stage Left

 

KGF

Kingfisher keeps on hoping for more and more “home nesting” by us all

 

DX

DX Group – approaching two years corporate governance shambles “concluded”… Or is it?

 

JIM

BREAKING Winnileaks special: The Jarvis blow up Letter sent to model B clients who have sinned

 

SCIR

Scirocco Energy – Requisitioned EGM Notice: Transparent?

 

TLW

Why Not Follow Tullow if you Think the Oil Price Will Stay High in the Sky?

 

DX

DX (#DX.) – bribery investigation deficiencies, taking additional corrective actions. Shares currently remain suspended

 

EVE

#EVE Sleep – H1 increased loss, cash down to £1.4m and to “require further funding in October”!

 

BRH

Braveheart Investment Group (#BRH) – £0.75m placing at 10.25p per share

 

BIDS

Bidstack (#BIDS) – “Strategy for Accelerated Growth in the US”, er what about the balance sheet?

 

FRAS

Frasers (#FRAS) – Mike Ashley to “step down” as director, “continue to be available… in an advisory capacity”

 

FSTA

Fuller, Smith & Turner (#FSTA) – notes sales recovery, but energy costs increase and current uncertainty

 

MOON

Moonpig (#MOON) – current trading ‘in line with expectations’, though H2 weighting

 

KGF

Kingfisher (#KGF) – H1 adj. EPS -27%, DPS maintained, notes “more uncertain economic outlook”

 

OPTI

OptiBiotix Health (#OPTI) – launch of GoFigure range with Apollo Hospitals & Pharmacies in India

 

STEM

SThree (#STEM) – Q3 net fees +19% YoY, expects FY PBT ahead “at least 7%” of consensus of £71.2m

Monday »

Welsh_Flag

Photo Article from the Welsh Hovel - confronted by wildlife diversity amid a modest Squash harvest: Tom Winnifrith

Sunday »

Bearcast

Tom Winnifrith Bearcast: An apology, Death Spiral vs Bucket shop, why cash is not the answer and windfall taxes on oilers

 

Price-Vs-Value

ShareProphets readers tips for 2022 competition – September bank holiday update

 

Bull

Stuff happens but we are not stuffed

 

Gold

The View From The Montana Log-Cabin As Gold Heads Lower Again

 

Professor

Sunday Long Reads: Jobs that can't be filled, NFT take down, Bill Gates iron grip on COVID-19, China spies, The last guy in the floppy disc business

 

Stock-Chart-(Generic)

The Inflation Factor: How Rising Food and Energy Prices Impact the Economy

 

Quiz

The ShareProphets Sunday Pub Quiz #159

 

CMET

Capital Metals continues to move towards production but looks likely to need to raise more cash via a placing before it reaches that stage

 

Top-10

Notes from Underground – Most read articles for the week ending 17 Sept 2022

Saturday »

FCAP

FinnCap – AGM Trading Update, the operational gearing now really hitting in reverse?

 

Bull

Is Staying in Cash Still the Right Idea? I'm Advised It Might Not Be.

 

Rainbow

Voting in the MCC special ballot - Tom Winnifrith

Friday »

Bearcast

Tom Winnifrith Bearcast: The girl just ran out in front of my van

 

SRT

SRT Marine Systems – following full-year results, what of the share price fall?

 

MADE

BREAKING: Made.com – shares continue to slide as cash crisis gets worse – RNS needed

 

NNN

Nanosynth – as the share price collapses the sheer scale of the 26 August mendacity is exposed

 

CPI

Capita loves doing business in Barnet (apparently)

 

WG

Wood Group – interims, now improving operational momentum and more to come

 

ESNT

Essentra – interims, corporate excitement upcoming

 

PRD

Paul Griffiths of Predator threatens those who question him: will that include the FCA?

 

ECP

Spiv of the day Dominic White – the love that dare not speak its name

 

Oil-Rig

Why One of Our Best Hopes for Making Dosh in these Dangerous Days Lies with the Oily Jumbos

 

WINE

Naked Wines (#WINE) – desperate times as shareholder and former-CEO Rowan Gormley returns as a short-term advisor

 

ECP

Eight Capital Partners (#ECP) – fees of £1m for a listing transaction after H1 “modest” revenue, prospective debt to equity conversion

 

UKOG

UK Oil & Gas (#UKOG) – completes ‘Phase 2 seismic’ on Resan licence, Turkey. Ramptastic!

 

SIS

Science in Sport (#SIS) – CFO change, appointment of Daniel Lampard currently CFO of Unbound Group (#UBG)

 

NCCL

Ncondezi Energy (#NCCL) – convertible loan note agreement, including interest rate of 12%

 

BMK

Benchmark (#BMK) – “completed a new senior unsecured green bond issue of NOK 750 m” (£64m equivalent)

 

AGFX

Argentex (#AGFX) – granted Electronic Money Institution licence in the Netherlands

 

CPI

Capita (#CPI) – extension to contract with Barnet Council, “worth £42.7m… could be worth up to £57m”

 

SNR

Senior (#SNR) – final regulatory approval for Spencer Aerospace acquisition now not likely until around end of year

 

CPI

Capita (#CPI) – agreement to sell payments business Pay360 in a deal valuing it at £150m

Thursday »

BPM

B.P. Marsh – half-year trading update, ‘performing well’

 

OPTI

OptiBiotix Health – Asia Pacific market agreement, risk/reward Strong Buy

 

SUP

Supreme plc – “remains in line with market expectations”… but that really an achievement?

 

Bearcast

Tom Winnifrith Bearcast: Talking with Lucian Miers, THG and Versarien, both possible zeros

 

CKT

Checkit – interims argue “accelerating its plan to achieve profitability”, but how’s the sales cycle?

 

LFT

Is Lord Lucan getting lucky or will tomorrow's blow off interview cost him a brown envelope?

 

EUA

Letter to AIM Regulation – Eurasia Mining needs to clarify its financial position

 

TND

Tandem – interims, reduction in discretionary consumer spending biting?

 

PMP

Portmeirion – interims, “encouraging year on year growth” but will it continue?

 

0QWI

Zappy Spanish Chain Shows How the Rag Trade Can Thrive Even in these Dark Days

 

ORPH

Open Orphan (#ORPH) – confirms helping Irish authorities re. potential insider dealing “by an unconnected private individual”

 

MCL

Morses Club (#MCL) – extension with current funding consortium, but re. covenants only currently until October

 

FAR

Ferro-Alloy Resources (#FAR) – proposed placing of up to £8.2m and PrimaryBid offer of up to £0.4m at 12p per share

 

FCAP

finnCap (#FCAP) – revenue to 31st August approx. -30% YoY, argues H2 outlook for a somewhat better performance, hmmm

 

TRN

Trainline (#TRN) – H1 revenue up to £165m. Er, what about the bottom-line?

 

THG

#THG – H1 increased loss and swing to net debt, reckons “on track to be cashflow positive in 2024”. Hmmm!

 

SHEL

Shell (#SHEL) – CEO Ben van Beurden to “step down”, appointment of Director Integrated Gas, Renewables & Energy Solutions Wael Sawan as successor

 

DFS

#DFS Furniture – FY adj. EPS -53%, DPS 7.4p, order volumes have “softened markedly”

 

WIX

Wickes (#WIX) – H1 EPS -21%, DPS +71%, “recent softening of the DIY market”

 

IGG

IG (#IGG) – Q1 LFL revenue +7% YoY, new clients -27% YoY

Wednesday »

BOTB

Best of the Best – ‘trading in line with expectations’… but what does that mean & will it remain so?

 

Bearcast

Tom Winnifrith Bearcast: If you are buying Bidstack make sure you lube up

 

ORPH

BREAKING: Open Orphan Insider Trading Probe - Dublin arrest

 

HEAD

Headlam – interims, still a trading resilience Buy?

 

KEFI

Kefi Gold & Copper – “call for ceasefire in Ethiopia by rebel group”, risk/reward Buy

 

ITX

Itaconix – interims argue “reached a new level of success”. Er, what about the earnings warning?

 

Bearcast

Tom Winnifrith Bonus Bearcast: Crack out Evil Banksta's ouzo, vindicated on Naked Wines disaster call in just weeks

 

DNLM

For me to figure out Dunelm…I am really going to have to visit one of its stores

 

INSP

Inspirit – Waste Heat Recovery System Update = When’s The Placing?

 

TWD

Trackwise Designs – EV OEM lower production, cash crunch ahoy here! Hopefully prior warnings heeded

 

JDG

Put Judges Scientific Under your Investment Microscope as it could Enjoy a Rosy Future

 

ITM

#ITM Power – FY loss £46.7m, cash £365.9m, CEO Graham Cooley to step down

 

KAPE

#KAPE Technologies – PrimaryBid offering to accompany placing at 265p per share

 

RCDO

Ricardo (#RCDO) – FY adj. EPS up to 28.5p, DPS 10.40p, “well prepared to deliver our expectations”

 

CCR

C&C (#CCR) – H1 initial robust demand return but slowdown in on-trade momentum over Q2

 

BOTB

Best of the Best (#BOTB) – “trading in line with market expectations for the current financial year”

 

HRN

Hornby (#HRN) – trading “in line with the previous year”, order book “very strong and higher than a year ago”

 

TUNE

Focusrite (#TUNE) – expects FY EBITDA “slightly below” expectations due to increased costs

 

DNLM

Dunelm (#DNLM) – FY EPS up to 83.6p, DPS 40p, “on track” despite “extremely challenging environment”

 

EPWN

Epwin (#EPWN) – H1 adj. EPS up to 4.68p, DPS 1.90p, current “good demand” following some moderation in June and July

 

RDW

Redrow (#RDW) – FY adj. EPS up to 96p, DPS to 32p, argues “well placed” though “housing market has moderated recently”

Tuesday »

Bearcast

Tom Winnifrith Bearcast: Diary date 23 September 2023

 

HEIQ

HeiQ – interims, “resilient trading”. Really?

 

Bear

Picture Article Sharestock 2022, Two Till Very late Indeed

 

UJO

The two charts from Union Jack's own report which tell you why this is a sell

 

OCDO

Challenges continue at Ocado

 

CNS

Corero Network Security – interims emphasise “strong ARR and new business growth”, but what about the bottom-line?

 

Tom

Picture Article Sharestock 2022, Noon to Two

 

EUA

BREAKING: The Orsu read across to Eurasia – is the AIM darling toast?

 

Bear

Picture Article Sharestock 2022, 10 AM to c12

 

CINE

The Remaining Options for Cineworld (they are all grim!)

 

Tom

Picture Article Sharestock 2022, 9 AM to 10 AM

 

VTY

Homes Shortage should Help Builders Thrive and this Growing Outfit could Fare Better than Most

 

MEAL

Parsley Box (#MEAL) – H1 revenue -32%, loss £2.8m, cash down to £5.3m

 

DELT

Deltic Energy (#DELT) – £15m equity raise at 3.5p per share, up to £2m open offer

 

YU

Yu Group (#YU.) – “significantly exceeded management expectations”, monitoring ability for customers to meet increased prices

 

FEVR

Fevertree Drinks (#FEVR) – H1 adj. EPS -31%, DPS +2%, “inflationary logistics and product cost headwinds”

 

OCDO

Ocado (#OCDO) – Ocado Retail Q3 sales +2.7% YoY, notes “accelerating trading down and smaller baskets”

 

FUTR

Future (#FUTR) – expects FY “at the top end of market expectations”

 

PRV

Porvair (#PRV) – Q3 “performed well”, recent signs of lead times, and thus order levels, normalisation

 

ADF

Facilities by #ADF – H1 reduced profit, DPS 0.46p, “in line” with FY expectations

 

CHH

Churchill China (#CHH) – H1 adj. EPS up to 24.7p, DPS 10.5p, currently “continue to benefit from good order levels”

 

TPFG

Property Franchise Group (#TPFG) – H1 adj. EPS -8%, DPS +11%, continued post period end activity

 

Crime-Scene

OUTSIDE PAYWALL: FCA threatens key Woodford enabler Link with fine & customer redress of up to £306 million: “nomates Neil” next?

Monday »

CRU

Coral Products – full-year results and “a strong start” to this year, Buy

 

Bearcast

Tom Winnifrith Bearcast: 3,2,1 Victoria - Kerboom!

 

HOTC

Hotel Chocolat significantly exits the USA – “strong and distinctive D2C brand”?

 

BOOM

Boom, boom: Why are Audioboom shares collapsing?

 

AXS

Accsys Technologies – “trading update”, operational and financial troubles remain?

 

SYME

Three questions for the FRAUD Supply@Me Capital – as it does its first ever deal

 

ICON

Iconic Labs – back from the dead?

 

PUR

Pure Gold – Pure Ramping!

 

BKS

Beeks Financial Cloud – “trading update and first Exchange Cloud customer”… but what about cash flow and the contract win already announced?

 

TET

Treat Yourself to a Look at this Niche Company that could Be Full of Flavour

 

UKOG

UK Oil & Gas (#UKOG) – £3m placing at just 0.0875p per share, CFO change as Matt Gormley is leaving for a new position

 

PHE

Powerhouse Energy (#PHE) – further variation to agreement with Peel

 

SYME

Supply@ME Capital (#SYME) – “inaugural Inventory Monetisation transaction”. Er, how’s the balance sheet?

 

NGHT

Nightcap (#NGHT) – to open a Barrio Familia in Watford, no financials (natch)

 

SRP

Serco (#SRP) – CEO Rupert Soames to retire next year, to be succeeded by CEO of UK & Europe division Mark Irwin

 

ANTO

Antofagasta (#ANTO) – a Los Pelambres desalination project construction platform overturned by sea swells, marine works on hold for clean-up

 

BKS

Beeks Financial Cloud (#BKS) – FY “in line with upwardly revised market expectations”, argues “strong basis for further growth”

 

AXS

Accsys Technologies (#AXS) – volumes limited by production capacity and there further Hull plant delays

 

SRC

SigmaRoc (#SRC) – H1 adj. EPS +35% YoY, lime joint venture with ArcelorMittal

 

EPWN

Epwin (#EPWN) – acquisition of materials re-processing business Poly-Pure Ltd for initial £15m and up to further £15m

Sunday »

Quiz

The ShareProphets Sunday Pub Quiz #158

 

Gold

From Montana To ShareStock In Wales (By Thirty Yards) As Gold Hangs Around

 

Bearcast

Tom Winnifrith Bearcast and Photo: a bear with a sore head

 

Professor

Sunday Long Reads: China Plans, Tennis Umpires, Anabolic Steroids, Politico’s Plans, Withnail and I

 

Top-10

Notes from Underground – Most read articles for the week ending 10 Sept 2022

Saturday »

JLP

Jubilee Metals – Project Roan reaches nameplate copper capacity, Buy

 

CBOX

Ignore director spoof share purchases, fundamentals will out: ref Cake Box

 

WSBN

Wishbone Gold – argues significant copper and gold grades, but not ramping about the discounted placing Big Dave?

 

BOTB

Best of the Best – CEO and others so “optimistic and excited” by 'strategic move' they sell £10 million of shares at a discount!

 

PXC

Phoenix Copper offers good long term speculative potential with a real chance of reaching production soon

 

Pound-Sterling

The Queen and I - and the Affect of the Sad Event on All our Shares

Friday »

BMV

Bluebird Merchant Ventures – South Korea and Philippines progress, Buy

 

XPF

XP Factory – acquisition of Boom Cardiff and trading (non-)update!

 

SMDS

DS Smith – trading statement and director change, reasons for confidence

 

SUPP

Schroder UK Public Private Trust (ex-Woodford WPCT) – Huge Discount To NAV: Is It A Buy?

 

Welsh_Flag

Photo From the Welsh Hovel - tent up, but that was last night

 

HDD

Hardide – equity raise. You were warned! Should it be “pleased to announce”?

 

Bearcast

Tom Winnifrith Bearcast: God Save the Queen - we battle on

 

G4M

Vindicated yet again: Gear4Music warns again & things are only going to get worse

 

ARB

Argo Blockchain: another dire trading update & more smoke and mirrors for the vicar

 

BKG

The Posh Builder that Rises Above Higher Mortgage Rates and the Cost of Living Crisis

 

Pig

Is Uju Anya of Carnegie Mellon the most loathsome professor in the world? Tom Winnifrith

 

ARB

Argo Blockchain (#ARB) – trading further hit by Bitcoin price and power costs, announces hosting services agreement

 

BOTB

Best of the Best (#BOTB) – management shares sales at 400p per share to Globe Invest Limited

 

HDD

Hardide (#HDD) – proposed £0.5m placing at 19p per share

 

B90

#B90 Holdings – raises just £0.305m at 4p per share, with warrants

 

VSVS

Vesuvius (#VSVS) – CFO Guy Young to resign “to take up a new opportunity”, “search for a new CFO is underway”

 

LAND

#LAND Securities – COO Colette O'Shea to “step down”, company says new strategy means the role “is no longer critical”

 

XPF

XP Factory (#XPF) – argues “encouraging” trading but no bottom-line detail, acquires Boom Cardiff for estimated net £1.53m

 

VCP

Victoria (#VCP) – trading “in line with consensus market expectations”, notes currently challenging macroeconomic environment

 

G4M

Gear4music (#G4M) – profit warning considering consumer sentiment and macroeconomic conditions

 

ASC

ASOS (#ASC) – FY profit anticipated to be around bottom end of guidance, sales in August “weaker than anticipated”

Thursday »

BONH

Bonhill – interims, a ‘pleased to announce, robust’ first half. Really?

 

Bearcast

Tom Winnifrith Bearcast – The Dark Destroyer 5 - Darktrace (& PL) Nil

 

FCH

Why I am still leaving AB Foods, Funding Circle and Restaurant Group to the experts!

 

Bear

Is the Next Neil Woodford, Cathie Wood getting her excuses in early?

 

STG

Strip Tinning – government grant, “a clear endorsement”?

 

CINE

Cineworld worth 0p-1.5p, stay short – Evil Banksta

 

FSJ

James Fisher & Sons – interims, how’s its confidence in the strategy looking now?

 

Confetti

Video: The Real Truth about inflation

 

CINE

Cineworld – this man should be in jail

 

HFD

Think Bike. Think Halfords. Think Possible Rising Share Price

 

DARK

Darktrace (#DARK) – “agreement could not be reached on the terms of a firm offer” from Thoma Bravo, discussions terminated

 

UFO

Alien Metals (#UFO) – £1.5m placing at 0.5p per share

 

SHI

SIG (#SHI) – CEO Steve Francis to “step down” early next year, appointment of Gavin Slark

 

RTN

Restaurant Group (#RTN) – H1 swing to adj. profit but still a statutory loss, notes “uncertain consumer environment”

 

W7L

Warpaint London (#W7L) – continued “strong” trading, expects FY ahead of market expectations

 

CNKS

Cenkos (#CNKS) – H1 swing to loss, “market conditions remain challenging”

 

FCH

Funding Circle (#FCH) – H1 profit fall, reduces income outlook due to macro environment

 

SFR

Severfield (#SFR) – performance “strong”, continues to expect to deliver further progress

 

SDY

Speedy Hire (#SDY) – new contract wins expected to offset some recent weakening in market conditions

 

ABF

Associated British Foods (#ABF) – FY update, now expects earnings to be lower next year

Wednesday »

Boom

LAST CHANCE TO BOOK IS TODAY: 25 investment ideas from real experts, a day’s free food and drink and more for just £99

 

CINE

BREAKING – Cineworld files for Chapter 11 and the shares soar, how insane is that?

 

Bearcast

Tom Winnifrith Bearcast: Poulden, Lenigas, the Alien Motley Crew - I've had it with Aussie mining chaps taking the piss with related party deals on AIM

 

TRX

Tissue Regenix – interims, robust financial and operational performance?

 

Bear

A Cobblers Nibble deli bites the dust - this is the disaster hitting SMEs across the land

 

BDEV

The latest homebuilder sector excitements from Barratt Developments

 

Bearcast

Tom Winnifrith BONUS Bearcast – Come on Sarah Willingham spill the beans on the Nightcap bad news

 

VRCI

Verici Dx – interims, was the fundraise for accelerated progress or to avert cash crunch ahoy?

 

ZAMZ

Zamaz – now the unravel begins and the most stomach churning paid for video in history

 

HAYD

Haydale Bailout Fundraise – Skin In The Game This Most Certainly Is Not!

 

CWR

Jolly Green Ceres could Have a Giant Future as the Energy Crisis Might Continue for Years

 

Welsh_Flag

Photo article: Hard at work in the kitchen at the Welsh Hovel - Tom Winnifrith

 

GBG

GB Group (#GBG) – notes possible offer statement, “proposals received will be evaluated”

 

SMWH

WH Smith (#SMWH) – 11 weeks to 27th August Travel revenue 135% of 2019, High Street 82%

 

HFD

Halfords (#HFD) – 20 week trading update, “continue to target full year underlying profit before tax of £65m to £75m”

 

SOLI

Solid State (#SOLI) – notes strong start to year, confident for at least in-line with expectations

 

AVON

#AVON Protection – trading “improved in line with management's expectations”, M61 filters order

 

FSJ

James Fisher & Sons (#FSJ) – H1 profit fall, states “H2 anticipated to be materially stronger”

 

EQLS

Equals (#EQLS) – H1 swing to profit, Q3 “has continued to be robust”

 

BDEV

Barratt Developments (#BDEV) – FY adj. EPS +13%, DPS +26%, argues “market fundamentals remain strong”

 

WINK

M Winkworth (#WINK) – H1 down YoY but argues “good progress against 2019”, notes macro uncertainties

 

BAKK

Bakkavor (#BAKK) – H1 EPS +5%, DPS +5%, managing inflation and consumer spending headwinds