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Tom Winnifrith Bearcast: Maybe this time the odious bullshitter O'Leary is right

By Tom Winnifrith | Monday 18 May 2020

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.

In today's podcast I look at the pronouncements from the odious leprechaun at Ryanair (RYA), Michael O'Leary. He may be right in what he says but that is no reason to buy airline shares. Then I cover Corero (CNS), Open Orphan (ORPH), where I am both vindicated after Friday's letter to AIM Regulation and also a seller of more shares today, Novacyt (NCYT), Collagen (COS), Falanx (FLX), and Bidstack (BIDS). Thanks to those who have donated to Rogue Bloggers for Woodlarks but most of you have not yet! Please do spare a few bob as the campsite needs our help urgently if it is to make it to 2021. Donate HERE

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 26 September 2022, 07:55
RPS
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 26 September 2022, 07:54
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#RPS Group – recommended 222p per share offer from Tetra Tech
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musicMagpie (#MMAG) – further trading warning (natch!), end-August net debt £7.5m
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Finsbury Food (#FIF) – FY adj. EPS +17%, DPS +4%, notes macro headwinds persisting
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MADE

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WG

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ESNT

Essentra – interims, corporate excitement upcoming

 

PRD

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ECP

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WINE

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ECP

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UKOG

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SIS

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NCCL

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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?

 

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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

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MCL

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FAR

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FCAP

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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

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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

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BOTB

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

 

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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?

 

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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 »

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HEIQ

HeiQ – interims, “resilient trading”. Really?

 

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UJO

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OCDO

Challenges continue at Ocado

 

CNS

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

 

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Picture Article Sharestock 2022, Noon to Two

 

EUA

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

 

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CINE

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

 

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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

Tuesday »

IQE

IQE – interims, is further cash burn “demonstrated resilience” then?!

 

Bearcast

Tom Winnifrith Bearcast: The guy serving booze in the supermarket was a poster on the LSE Asylum who owned shares in SYME " You're a drunk and about my Ferrari"

 

AMTE

AMTE Power – another “Directorate Change” having only listed in March last year?!

 

WSG

Westminster Group ramp: Arden Partners and MWM you are an effing disgrace

 

INL

Inland Homes – “confident… will make good progress in the coming year”. I’m not!

 

PFC

Petrofac has performed poorly but looks well positioned to take advantage of an increase in energy projects - buy

 

SMDS

DS Smith remains much more glass half full than glass half empty for my pension fund

 

WINE

Naked Wines – what happens if a run on the bank occurs?

 

UFO

A question for Roland Fatty Cornish & Alien Metals: who is Lucine Manjian ( the invisible man)

 

0VHA

Helping Other Firms to Succeed is the Name of the Game for this Innovative Outfit

 

GOG

Go-Ahead (#GOG) – “cyber security incident”, “no impact on UK or International rail services”

 

BUR

Burford Capital (#BUR) – CFO change with appointment of Jordan Licht, good luck chap!

 

IQE

#IQE – H1 increased loss and net debt, argues ‘strategic transformation’. Hmmm

 

SMDS

DS Smith (#SMDS) – “strong growth in profits”, continued confidence in outlook

 

WYN

Wynnstay (#WYN) – FY to be “significantly ahead” of expectations, including with benefit of good weather conditions

 

VTU

Vertu Motors (#VTU) – strong H1, though notes likely rising energy costs and inflation impact on consumers

 

BRCK

Brickability (#BRCK) – “cautious optimism” despite “high energy prices and inflation”

 

MBH

Michelmersh Brick (#MBH) – H1 adj. EPS +8% YoY, DPS +13%, closely monitoring elevated inflation

 

BKG

Berkeley Group (#BKG) – on track to meet FY profit guidance, though “operating environment remains volatile”

 

AHT

Ashtead (#AHT) – Q1 EPS +33% YoY, expects FY adj. PBT in line with expectations

Monday »

BIOM

Biome Technologies – grant funding, but still how’s the balance sheet?

 

Bearcast

Tom Winnifrith Bearcast: Has the Parsley Box sex pest been canned? And is Alien Metals sticking the AIM Rule book up Uranus?

 

SFE

Safestyle UK – recently deteriorating business conditions… so directors nil-cost share options awards?!

 

AML

The alternative world of Aston Martin Lagonda (and why you should not buy the shares…ever)

 

ITX

Itaconix – “new global agreement with Croda”, but how new and how significant?

 

ZAMZ

The FCA Disgraces itself: Zamaz – A million reasons why Dominic White wanted to float a company worth £125,000 for £77 million

 

SCIR

Scirocco Energy – Eyes Down For A Bunfight…..Beer And Popcorn At The Ready!

 

SYME

Supply@Me Capital – the cash burn & cash crisis continues, the fraudsters will have to fess up within weeks!

 

BOOM

BOOM: Aaquaverse going bust – wanna buy some Audioboom shares? Plenty on offer if you are mad enough

 

WWH

Take a Gander at this Share Trust which Spreads the Risk of Medical Failures

 

VTY

Vistry (#VTY) – recommended deal of 0.255 new shares and 60p for each share in Countryside (#CSP)

 

SYME

Supply@ME Capital (#SYME) – issuance of further 950m pieces of confetti at 0.05p each with warrants

 

PXEN

Prospex Energy (#PXEN) – £0.5m loan notes convertible at 5.5p per share, interest at 15% payable quarterly

 

POW

Power Metal Resources (#POW) – £0.8m placing at 1.4p per share with warrants

 

AML

Aston Martin Lagonda (#AML) – underwritten £575.8m rights issue at a massively discounted 103p per share

 

CLON

Clontarf Energy (#CLON) – notes share price increase, updates on progress but admits “no new price sensitive information”

 

AMGO

Amigo (#AMGO) – appointment of MHA MacIntyre Hudson as auditor after KPMG didn’t participate in tender due to “recent changes to the size and nature”

 

BMV

Bluebird Merchant Ventures (#BMV) – opened Batangas gold project partnership discussions and on site in South Korea to finalise plans

 

BLV

Belvoir (#BLV) – H1 EPS -12%, DPS maintained after “correction in the level of property sales transactions”

 

AFX

Alpha FX (#AFX) – H1 EPS +21%, DPS +13%, “trading remains strong”

Sunday »

Pig

The outgoing Reckitts CEO is getting an even higher profile job with more pay. Good luck with that being okay…

 

Bearcast

Tom Winnifrith Bearcast: The compelling short case for Avacta

 

MXC

MGC Pharmaceutics Results – if you fancy more red flags vicar?

 

Gold

The View From The Montana Log-Cabin As Gold Just About Holds $1700 & its almost "Disaster" Truss ahoy!

 

Professor

Sunday Long Reads: Calculating History, Death of an Amazon Temp, Cracking the Ecclestone Case, NHS Failure, Alois Brunner

 

Quiz

The ShareProphets Sunday Pub Quiz #157

 

Top-10

Notes from Underground – Most read articles for the week ending 3 Sept 2022

Saturday »

Bearcast

Tom Winnifrith Bearcast: Parsley Box a toxic and deceitful culture, with all sorts of stakeholders getting screwed

 

ORCA

Buy Orcadian Energy

 

CINE

Cineworld – a shorters nightmare or a shorters wet dream?

 

SBTX

I am branded Mr Angry - Lemming Investor video interview with Stuart Ashman of Skinbiotherapeutics

 

CTEA

Catenae Innovation – There Is Life After All (But For How Much Longer?)

 

TLW

Why Not All Shares Will Hit the Skids in these Drastically Diabolical Dangerous Days.

Friday »

CNS

Corero Network Security – appointment of Interim CFO, how’s the recruitment process?

 

Bearcast

Tom Winnifrith Bearcast : an absolute shocker from the FCA - Zamaz & free Cineworld cash thanks to the morons

 

ASHM

Ashmore Group shares might do alright over the next few years…but I reckon I can do better myself

 

INS

Instem – “largest ever” contract, but what about the overall financial picture?

 

SYME

The fraud Supply@ME Capital – AGM Q&A session

 

WSG

Loathsome ex Tory MP Tony Baldry says “mine is THAT BIG” but the Westminster Group’s Nomad disagrees – Spooof!

 

Bear

Video: The Fed’s Choice is Simple – Hyperinflation or Recession

 

EDEN

Horseface joins Eden – a proven failure joins a proven fraud again running out of other folks’ cash

 

MEAL

Parsley Box – a question of sexual ethics & workplace relationships

 

BNZL

A Giant Which Supplies the World's Businesses Could See its Share Price Rise in Line with its Fattening Profits

 

Butterwell

Back to the 1970s and Butterwell Farm as the media predicts thousands of deaths from cold this winter - Tom Winnifrith

 

APH

Alliance Pharma (#APH) – has appealed against CMA's findings of anti-competitive practise, includes the CMA seeking a disqualification order against CEO Peter Butterfield

 

INS

Instem (#INS) – largest ever contract, agreement to support clinical trial analysis with “a leading global contract research organisation”

 

SHOE

#SHOE Zone – up to £3.5m share buyback programme

 

CAPD

Capital (#CAPD) – appointment of Peter Stokes as CEO with effect from 3rd October

 

CNS

Corero Network Security (#CNS) – with CFO leaving, appointment of NED Andrew Miller as interim CFO and commenced successor search

 

EDEN

#EDEN Research – appointment of Richard Horsman as a non-executive director, good luck chap!

 

LIFE

Love Hemp (#LIFE) – “Tesco will initially stock a range of six Love Hemp products”, no financials (natch!)

 

WSG

Westminster Group (#WSG) – “new mass entry screening contract”…but RNS Reach ramptastic

 

ALM

Allied Minds (#ALM) – portfolio and contemplated de-listing update, formal sale process “no notable interest”

 

ASHM

Ashmore (#ASHM) – FY AuM -32% to $64bn, profit decline but DPS maintained

Thursday »

FXPO

Ferrexpo – half-year results and potential to soar?

 

DCTA

Directa Plus – argues “continues to perform strongly”. Does it?

 

CDL

Cloudbreak Discovery – Well Surprise, Surprise, Says Mystic Meg

 

LOOP

LoopUp – how “material” a contract win and how’s the “strategic transition”?

 

Bearcast

Tom Winnifrith Bearcast: Why contemporary art is really not a better investment than what Warren Buffett buys

 

RKT

Why has there been a CEO change at Reckitt Benckiser?

 

TUI

TUI will be the next Thomas Cook, a zero: Lucian Miers

 

ENET

Ethernity Networks – 'notice of contract cancellation', blames customer but to do nothing about it?

 

ARB

Argo Blockchain – ANOTHER clear sign that it is bailout placing or bankruptcy ahoy

 

FUM

Medical Pioneer Moves Nearer US Permission to Sell its Ground Breaking Treatment

 

ENET

Ethernity Networks (#ENET) – receives contract cancellation notice, though argues “highly encouraged” by its UEP2025 development. Hmm

 

JET2

#JET2 – “currently on track”, though admits margins now “may come under some pressure”

 

FCAP

finnCap (#FCAP) – Sam Smith has now “stepped down” as CEO, succeeded by John Farrugia

 

MXC

MGC Pharmaceuticals (#MXC) – FY increased loss, recently drawn down further financing

 

LOOP

LoopUp (#LOOP) – “material contract win”, though also reports loss and net debt

 

INCE

#INCE – following recent fundraising, further £0.17m subscription at 5p per share

 

IXI

IXICO (#IXI) – expects FY EBITDA to “comfortably exceed previous guidance of £1.2 million”. What about the bottom-line though?

 

KNOS

Kainos (#KNOS) – states “very strong” trading and confident in outlook

 

JSG

Johnson Service (#JSG) – H1 return to profit, DPS 0.8p, though expects now some margin pressure

 

ECEL

Eurocell (#ECEL) – H1 EPS +13% YoY, DPS +9%, states positive pipeline

Wednesday »

Bearcast

Tom Winnifrith Bearcast: Would I push Stuart Ashman of Skinbiotherapeutics in the river for making me look like a fool?

 

LTHM

James Latham plc – sales progress, but that is vanity and pain on the way?

 

FUL

Fulham Shore – “trading is resilient”, but what is to come?

 

MMAG

musicMagpie – the email that tells you all you need to know, the merde IS hitting the fan

 

ESKN

Esken – Trading Statement From Former Stobart Group Ltd: This Is Heading For Another Disaster!

 

HWDN

Don’t panic about all corporate names that leave the FTSE 100

 

SYS1

System1 Group – strategic review, for growth reasons or not?

 

CTEA

Catenae Innovation: Month 5 Of Suspension As Tumbleweed Blows Past & the Fat Lady warms up

 

CBOX

Cake Box Told y’all! Disastrous warning and it will get worse

 

AV

Viva Aviva as its Half Year Is Encouraging and a Nervous World Turns to Insurance

 

Warwick_School

Fecking Warwick School – it happened again: Tom Winnifrith

 

SYME

Supply@ME Capital (#SYME) – a just £3,289.79 open offer warrants exercise, takes issued share capital to 42,999,639,784!

 

GAL

Galantas Gold (#GAL) – C$6.9m placing at C$0.45 with warrants

 

DEV

#DEV Clever – “Rahul Dravid signed as Brand Ambassador for LaunchMyCareer.com”, ramptastic!

 

NNN

Nanosynth (#NNN) – argues antiviral technology “successful trial results”, ramptastic!

 

SYS1

System1 (#SYS1) – “review of its strategic options for growing the business and increasing shareholder value”

 

SBTX

SkinBioTherapeutics (#SBTX) – updates on AxisBiotix-PS sales progress with original sales lower than forecast, notes out-licensing discussions and Oral programme progress

 

CBOX

Cake Box (#CBOX) – “significantly below” profit warning due to inflationary cost and demand impacts

 

FUL

Fulham Shore (#FUL) – trading “in line with management expectations”, emphasises resilience

 

SHOE

#SHOE Zone – now expects FY adj. PBT ahead of expectations at “not less than £10.5m”

 

CARR

Carr's (#CARR) – agreement to sell Agricultural Supplies business for expected net cash proceeds of approx. £29.6m

Tuesday »

MACF

Macfarlane – interims and set for another year of profit growth

 

Bearcast

Tom Winnifrith Bearcast - so when will musicMagpie 'fess to the bad news?

 

DCTA

Directa Plus – US patents development and “generating considerable interest”, but what about the financials?

 

INSG

Insig AI – further convertible loan facilities drawdowns, what next?

 

TERN

Letter to AIM Regulation & the FCA – any chance of checking out possible insider dealing at Tern

 

DARK

A hopping mad Matt Earl on Darktrace – you’d be mad to own the shares

 

BYOT

Byotrol – full-year results, it right to have had concerns about the overall performance?

 

BNZL

Bunzl may be the world’s largest “value-added distributor” but I need to be even more of a sad sack to buy the shares today

 

BOO

EXCLUSIVE: Boohoo.com – The Dark Destroyer Matt Earl spells out the cash need and the way shareholders were fleeced

 

CVSG

Are You All right, Pet? This Outfit should Cash In on that Growing Sentiment

 

DNL

Diurnal (#DNL) – recommended 27.5p per share acquisition

 

BIFF

Biffa (#BIFF) – extension to offer deadline “for discussions with potential financing providers”

 

SYME

Supply@ME Capital (#SYME) – AvantGarde Group of CEO Alessandro Zamboni down to a 29.6% shareholding

 

JOUL

Joules (#JOUL) – states “continues positive discussions with Next Group” (#NXT) but can be no certainty at this stage

 

RQIH

R&Q Insurance (#RQIH) – responds to letter to shareholders from Phoenix Asset Management, argues “factual inaccuracies and misrepresentations”

 

NNN

Nanosynth (#NNN) – “joint development agreement in cosmetics market” attempted ramptastic

 

INSG

Insig AI (#INSG) – further drawn downs of convertible loan facilities

 

BMS

Braemar Shipping Services (#BMS) – trading “very materially ahead of the board's previously upgraded expectations”

 

BMS

Braemar Shipping Services (#BMS) – FY adj. EPS up to 27.95p, DPS 9p

 

BNZL

Bunzl (#BNZL) – H1 adj. EPS +7%, DPS +7%, notes “resilience” against economic outlook

Monday »

Tom

Tom Winnifrith: New shorts, old shorts, no recordings no holds barred in just 12 days

 

AFRN

Aferian – interims, difficult half but confidence in second half prospects - BUY

 

Bearcast

Tom Winnifrith Bearcast - could or should Boohoo.com go bust?

 

ARB

BREAKING: Argo Blockchain – how will it ever get out of the Texas electricity pickle

 

Bear

Five Slam-Dunk Sells For 2022 – August Bank Holiday Update

 

Price-Vs-Value

ShareProphets readers tips for 2022 competition – August bank holiday update

 

JOUL

More fun with Joules Group and Next?

 

Welsh_Flag

Photo Article from the Welsh hovel - blackberry and apple crumble: Tom Winnifrith

Sunday »

Madness

Photo Article from Uganda, it really is THIS long, Gary Newman proves it

 

WSBN

Wishbone Gold – project acquisition option, why’s it such an “absolutely cracking deal” Dave?

 

Gold

The Gold View From The Montana Log-Cabin As The Fed Is In A Jackson’s Hole

 

Bearcast

Tom Winnifrith Bearcast: Liz Truss's dim VAT idea, more Cineworld goes bust news and back to Naked Wines

 

Quiz

The ShareProphets Sunday Pub Quiz #156

 

Professor

Sunday Long Reads: Russian agent in NATO, Last days of Ivana Trump, Tourette’s, Medieval Medicine, Slipping past the Taliban

 

Top-10

Notes from Underground – Most read articles for the week ending 27 Aug 2022

Saturday »

Christmas-Stripper

Spanking Bethany’s bottom – you can’t say that!

 

Bearcast

Tom Winnifrith Bearcast: Is Naked Wines going to run out of cash & is bad news already priced in at the housebuilders?

 

RGO

RiverFort Global Opportunities – Buy

 

BOOM

Versarien and Audioboom: Some Thoughts and they are bearish

 

Bear

Video: The current system is close to collapse, a banking crisis is imminent

 

MEAL

Parsley Box – aggressive discounting starts again, how’s the cash crisis going chaps? This is a zero!

 

SFE

Safestyle UK – postpones 'Capital Markets Day', just how much have its business conditions deteriorated in less than three months?!

 

Bear

Why Staying in Cash May Still Be the Wisest Option.

 

Clown

Germany's worst foreign policy blunder since 1922 - Tom Winnifrith

Friday »

Bearcast

Tom Winnifrith Bearcast - why UK house prices have to tank and why Bethany Garner needs her bottom spanking today

 

CDL

Cloudbreak Discovery – Is There Another Death Spiral Tranche In The Offing As Shares Continue To Collapse?

 

Boom

BREAKING: Is Albany Investment bullshitting me or other folks about Neil Woodford’s comeback?

 

Newsboy

Don’t worry about the “panic of September”

 

TM1

Is it okay for a listed CEO to dress up as a Nazi? The Von Stauffenberg Excuse

 

NNN

Letter to AIM Regulation – You acted on Versarien will you act on nanosynth for the same crime

 

OPTI

OptiBiotix Health – current trading disappointment, but highly favourable risk/reward here?

 

WSG

BREAKING: The curse of loathsome Tony Baldry, a hammer blow from Sierra Leone awaits Westminster Group

 

NNN

nanosynth Lanstead death spiral deal – this is Versarien deception all over again

 

SPEC

This Hi-Spec Company Sees its Way to Bigger Sales and Profits

 

Madness

I'm transgender - then do whatever you want!: Tom Winnifrith

 

MCRO

Micro Focus International (#MCRO) – 532p per share recommended offer

 

LAM

Lamprell (#LAM) – 9p per share recommended offer now unconditional

 

OCTP

Oxford Cannabinoid (#OCTP) – delaying a clinical trial to save some cash, FD Karen Lowe “to step down”

 

NNN

Nanosynth (#NNN) – conditional subscription with “institutional investor Lanstead” (er, you mean death spiral provider)

 

APP

Appreciate (#APP) – appointment of Chief Commercial Officer Julian Coghlan as Interim CEO

 

HDT

Holders Technology (#HDT) – H1 swing to loss, DPS maintained, H2 “improving revenue and profitability”

 

ALU

Alumasc (#ALU) – disposal of Levolux Limited, trading otherwise has been “strong”

 

BONH

Bonhill (#BONH) – sale of Business Solutions & Governance division for £0.65m

 

AWE

Alphawave IP (#AWE) – now received all regulatory clearances for proposed acquisition of OpenFive, expected to close next month

 

JTC

#JTC – proposed acquisition of US private client services business New York Private Trust Company

Thursday »

Bearcast

Tom Winnifrith Bearcast: was this Zak Mir's worst ever (undeclared) paid for forecast ever?

 

CAPD

Capital Limited – positive interims and further encouragement

 

AIEA

Airea – CEO appointment, can value be unlocked?

 

ARB

Argo Blockchain Interims - when does it run out of proper money next?

 

MLVN

Malvern International – half-year trading update, “positive about the outlook”. Really?

 

DMTR

DeepMatter – interims, when’s the next attempted bailout fundraising then?

 

LIFE

GOTCHA: Love Hemp fined £70,000 for lying to investors but it dupes the dopes at Aquis Regulation who rewrite history

 

TERN

Tern – Don’t Get Fooled By Yesterday’s Spooooooooof!