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Latest Views & News

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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Market News

ARB
Argo Blockchain (#ARB) – “January operational update”, no bottom-line financials but a class action lawsuit filed against it
 8 February 2023, 07:59
SDY
Speedy Hire (#SDY) – assets “deficiency” of c.£20.4m and investigation launched, underlying trading in line with expectations
 8 February 2023, 07:59
DELT
Deltic Energy (#DELT) – “significant gas and oil discovery at Pensacola”
 8 February 2023, 07:56
RENX
Renalytix (#RENX) – c.$20.3m fundraise at equivalent of 90p per share
 8 February 2023, 07:54
SOS
Sosandar (#SOS) – proposed placing to raise minimum of £4m at 22p per share, up to £0.5m retail offer
 8 February 2023, 07:54
FUTR
Future (#FUTR) – notes “market slowdown” but expects FY profit in line with expectations
 8 February 2023, 07:49
PZC
PZ Cussons (#PZC) – H1 adj. EPS -9%, DPS maintained, notes headwinds but confident about opportunities ahead
 8 February 2023, 07:43
BDEV
Barratt Developments (#BDEV) – H1 adj. EPS +9% due to order book, DPS -9% as “consumer confidence weakened significantly”
 8 February 2023, 07:39
ASHM
Ashmore (#ASHM) – H1 adj. EPS -25%, DPS maintained, AuM -11% over the six months to $57.2bn
 8 February 2023, 07:35
CNKS
Cenkos Securities (#CNKS) – expects 2022 “underlying” break even, argues some 2023 encouragement
 8 February 2023, 07:27

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Recent Comments

That Was the Week that Was

Wednesday »

Bearcast

Tom Winnifrith Bearcast: I shall now block anyone emailing me about Kefi, it is sending me bonkers

 

SOS

Sosandar – Mystic Meg Strikes Again!

 

VAST

Helping paid share "promoter" David Burton of Total Market Solutions with his maths re Vast Resources - GCSE fail for Dave

 

HDD

Hardide – “pleased to report” results argue “reasonably placed”. Is it sure about that?

 

BDEV

The obsession of the housing market and the reality for shareholders in Barratt Developments

 

SDY

Speedy Hire – argues “continues to perform well” and a “strengthened control environment”, But…

 

BEN

Ben’s Creek – an after hours share dumping stinker: the stench of Adam Wilson is everywhere

 

CBX

David Beckham’s Cellular Goods Merger off – its now a full on cash crisis

 

VRS

Versarien – bad rumours from the USA

 

Oil-Rig

Compelling Is a Strong Word but could it Approach being Appropriate for the Big Oilers?

 

ARB

Argo Blockchain (#ARB) – “January operational update”, no bottom-line financials but a class action lawsuit filed against it

 

SDY

Speedy Hire (#SDY) – assets “deficiency” of c.£20.4m and investigation launched, underlying trading in line with expectations

 

DELT

Deltic Energy (#DELT) – “significant gas and oil discovery at Pensacola”

 

RENX

Renalytix (#RENX) – c.$20.3m fundraise at equivalent of 90p per share

 

SOS

Sosandar (#SOS) – proposed placing to raise minimum of £4m at 22p per share, up to £0.5m retail offer

 

FUTR

Future (#FUTR) – notes “market slowdown” but expects FY profit in line with expectations

 

PZC

PZ Cussons (#PZC) – H1 adj. EPS -9%, DPS maintained, notes headwinds but confident about opportunities ahead

 

BDEV

Barratt Developments (#BDEV) – H1 adj. EPS +9% due to order book, DPS -9% as “consumer confidence weakened significantly”

 

ASHM

Ashmore (#ASHM) – H1 adj. EPS -25%, DPS maintained, AuM -11% over the six months to $57.2bn

 

CNKS

Cenkos Securities (#CNKS) – expects 2022 “underlying” break even, argues some 2023 encouragement

Tuesday »

Bearcast

Tom Winnifrith Bearcast: The economic illiteracy of the political class: BP and its $27.6 billion profit

 

IXI

IXICO – next year “expects to achieve double digit revenue growth”, but what about this year and the bottom-line?

 

TNT

GOTCHA! Tintra: – the hidden multi million profit not recorded in Tintra Acquisitions accounts, time for HMRC to intervene?

 

DARK

Gabriel Grego calls out Darktrace CEO share buy for the spoooooooooooooof that it is

 

SMRT

SmartSpace Software – emphasises “cashflow breakeven”, but is even that sustainable?

 

NUM

Housebuilder chat is tomorrow, but today I talk about brokers (and specifically Numis)

 

TNT

Exposé No 4 in 4 days: Tintra — what on earth is going with St Daniel House and Tintra Acquisitions?

 

ESNT

Essentra – proposed special dividend and share buyback, Buy

 

SEEN

SEEEN plc – emphasises “significant customer win” and “confident”. What about that cash burn?

 

MSYS

Another tweet that has not aged well - Gerry "the pustule" Brandon of Deepverge trolling me

 

ORM

Ormonde Mining (#ORM) – investment and option agreement, shares suspension pending possible RTO

 

MGAM

Morgan Advanced Materials (#MGAM) – 2022 “expected to be slightly ahead of market expectations”, notes current cyber security incident “production inefficiencies”

 

LBE

Longboat Energy (#LBE) – confirms advanced discussions re. “several opportunities” in the South-east Asia region

 

FXPO

Ferrexpo (#FXPO) – court order to freeze subsidiary bank accounts in Ukraine linked to ongoing investigation, to appeal decision

 

VIC

Victorian Plumbing (#VIC) – CFO Paul Meehan “to step down… to pursue other opportunities”, Director of Finance Daniel Barton to replace

 

SDG

Sanderson Design (#SDG) – FY revenue slightly down, expects adj. profit “in line with board expectations”

 

BMV

Bluebird Merchant Ventures (#BMV) – joint venture for free carry on development of Batangas gold project, Philippines

 

BP

BP (#BP.) – “integrated energy strategy update”, notes “energy transition” and oil and gas investment

 

BP

BP (#BP.) – Q4 adj. Replacement Cost profit $4.81bn, DPS up to $0.0661

 

NUM

Numis (#NUM) – difficult market conditions continuation, 4 months revenue “similar to the second half run-rate of FY22”

Monday »

Boom

Paul Jourdan, Evil Banksta and Cathal Friel join the ShareStock line-up

 

EKF

EKF Diagnostics – argues remains positive of capacity expansion “significant benefit”... but not sufficiently for the CEO to remain in situ?!

 

TNT

Tintra – was the loss in January 2022 accounts understated by almost £600,000?

 

Bearcast

Tom Winnifrith Bearcast: Manchester City should suffer a Saracens+ penalty and here is why

 

EXR

Engage XR – fundraise (discounted, natch) “to capitalise on the momentum of its ENGAGE platform”. Really?

 

TNT

NEW BOMBSHELL EXPOSE: Tintra – what is going on with Tintra 3.0

 

Price-Vs-Value

ShareProphets readers tips for 2023 prize competition – first month update

 

Newsboy

I have no desire to buy either stock, but don’t worry about new shares at 3i Infrastructure or more buybacks at Shell

 

TSP

TruSpine – Was It Telling Porky Pies In January RNS?

 

ZAMZ

Zamaz – was anything in the September 2 FCA approved prospectus actually real ? Financing terminated!

 

Gold

The View From The Montana Log-Cabin As Gold Reverses (But For How Long?)

 

PHP

Doctor, Doctor Do You Need More Surgeries? Yes, and this Renter Belter Will Make Money by Supplying them

 

Gagged

Video: Mask wearing was utterly pointless, told y'all, Linkedin not apologising for its fascist censorship - Tom Winnifrith

 

Pure genius: Bill Maher on the Woke Revolution - Tom Winnifrith

 

Beggar

The left's favourite economist Stephanie Flanders tells porkies about poverty in the UK - Tom Winnifrith

 

VSVS

Vesuvius (#VSVS) – cyber security incident, working with experts to investigate and identify the extent

 

ZAMZ

Zamaz (#ZAMZ) – “mutual agreement” termination of convertible loan note facility with Atlas Capital Markets

 

VAST

#VAST Resources – £2.4m placing at 0.55p per share

 

ORCP

Oracle Power (#ORCP) – placing for just £0.5m at 0.17p per share

 

EXR

Engage XR (#EXR) – proposed placing for up to £8.8m at 4p per share, £0.6m subscription

 

88E

88 Energy (#88E) – completed bookbuild to raise A$17.5m at A$0.0095 (0.55p) per share

 

BONH

Bonhill (#BONH) – certain clients marketing spend delays, non-binding agreement to sell InvestmentNews for $6.5m

 

EKF

#EKF Diagnostics – “transition to non-COVID revenues… taking longer than originally anticipated”

 

SEEN

Seeen (#SEEN) – 2022 even adj. EBITDA loss, customer win, director Charles Burdick resigns

 

PTEC

Playtech (#PTEC) – seeking clarification from English courts re. validity of Caliplay’s additional services fee option

Sunday »

COPL

I'm not surprised to see Canadian Overseas in deep financial trouble after my warnings, but I don't think its game over

 

Bearcast

Tom Winnifrith Bearcast: feeling a bit fragile today for reasons you can guess & is there any way back for disgraced pot stocks?

 

WYN

Wynnstay – “exceptional” full-year results, further ahead of expectations to come. BUY

 

GoldfishShark

Video: All Pistons are Firing for Gold to Reach New Highs this Year

 

KEFI

UPGRADE: Kefi Gold and Copper – Q4 operational update, stance upgraded to STRONG BUY

 

Professor

Sunday Long Reads: 12 Hours in an NHS Ward, Oil Thieves of Nigeria, DJ and War Crimes, Wagner’s Prisoner Army, Fixing French Nuclear Plants

 

Wolf-of-Wall-Street

Visual Aid: Tesla’s Unrivaled Profit Margins

 

Gold

Gold: you're indestructible (even if the price goes down sometimes)

 

Top-10

Notes from Underground – Most read articles for the week ending 4 Feb 2023

Saturday »

TNT

EXPLOSIVE DOSSIER: Tintra – why are accounts for Tintra Acquisitions materially inconsistent with Tintra Plc RNS announcements: SOMEONE TELLING MASSIVE PORKIES

 

Bearcast

Tom Winnifrith Bearcast - FTSE 100 hits record high and Malcolm fills his boots - is he mad?

 

RRR

Red Rock Resources shares up 18% at 0.34p – rumours, rumours

 

MTL

Metals Exploration – Q4 report, for further recovery Buy

 

Bear

Doubling down on Argo Blockchain and Canadian Overseas Petroleum

 

Bull

Now I'm a Cock-Eyed Optimist and as Happy as a Bull in a Share Shop.

Friday »

SLP

Sylvania Platinum – Q2 report, production guidance increased

 

SHG

Shanta Gold – West Kenya project mineral resource progress, and more to come soon

 

ITX

Itaconix – I having previously cautioned ‘attempted ramptastic’, now an equity raise (discounted, natch!)

 

Bearcast

Tom Winnifrith Bearcast: remember to sing Delilah tomorrow wherever you are

 

NANO

Nanoco – argues “remarkable” litigation settlement outcome, so what of the share price fall?

 

PURP

Purplebricks – Compliance, Rats & Sinking Ships

 

GCAT

Caracal Gold letter to FCA: does it support insider dealing & not disclosing price sensitive information?

 

MXC

MGC Pharmaceuticals – more death spiral vicar?

 

BIDS

Bidstack - how big is the Azerion black hole?

 

Madness

Life is busy…even in the boring UK government bond markets

 

Holocaust_Memorial_Day

“Othering,” Holocaust Memorial Day and the Russians - Tom Winnifrith

 

NANO

Nanoco (#NANO) – litigation settlement agreement, to “retain over $90m net proceeds after litigation costs”

 

NANO

Nanoco (#NANO) – H1 “ahead of expectations”, though still even adj. EBITDA loss

 

ITX

Itaconix (#ITX) – £10.3m equity raise at 5.1p per share, proposed £0.4m open offer

 

MATD

Petro Matad (#MATD) – raises $6m at 2.5p per share

 

MXC

MGC Pharmaceuticals (#MXC) – $0.6m death spiral funding drawdown, CFO Angela Graham leaves

 

CMO

#CMO – 2022 LFL sales +2%, targeting further progress though notes “market conditions remaining challenging”

 

LPA

#LPA – FY adj. loss, this year “anticipate an overall return to operating profitability”

 

TGA

Thungela Resources (#TGA) – agreements to acquire controlling interest in Ensham coal mine in Australia

 

BBSN

Brave Bison (#BBSN) – agreement to acquire social media and influencer marketing agency Social Chain for initial £7.7m, £4.75m placing at 2.3p per share

 

TUNE

Focusrite (#TUNE) – trading in line with expectations, though they are for an H2 weighting “due to the timing of product launches”

Thursday »

FRES

Fresnillo – Q4 report, a recovery from production challenges: Buy

 

PCIP

PCI Pal – trading update, is its “on track” good enough for the valuation?

 

SFE

Safestyle UK – trading update, how confident on the “return to profitability”?

 

Bearcast

Tom Winnifrith Bearcast: why is 2nd February a big day for me? I just cannot remember

 

GILD

Guild Esports & David Beckham – flagging up a few more recent lies

 

IMMO

Immotion – “pleased to announce” disposal agreement and shareholder return. How pleased should it be?

 

ICON

Iconic – just how many billion shares will be in issue before an RTO?

 

VAST

Vast Resources – don’t count your Zimbabwean chickens, the clue is in the release!

 

Gold

The Mid-Week View From The Montana Log-Cabin: Has The Fed Commenced A Handbrake Turn As Gold Rockets?

 

COPL

The snake oil salesman Arthur Millholland of Canadian Overseas trolls ShareProphets and Tom Winnifrith - this did not age well

 

SDRY

Superdry (#SDRY) – founder & CEO Julian Dunkerton “no plans… at the moment” to take company private

 

88E

88 Energy (#88E) – proposed placing to raise up to Australian$15m at equivalent of 0.55p per share

 

ESNT

Essentra (#ESNT) – proposed 29.8p per share (£90m) special dividend and £60m share buyback programme

 

BT

BT (#BT.A) – Q3 update, profit down, reaffirms outlook for full-year

 

XPD

Xpediator (#XPD) – expects 2022 adj. PBT “significantly ahead of previous management guidance”, argues “good position entering 2023”

 

CWK

Cranswick (#CWK) – Q3 “revenue growth accelerated”, expects FY in line with expectations

 

SFE

Safestyle UK (#SFE) – notes FY loss, end-Jan order book “marginally higher than at the same time last year”

 

SCS

#SCS – H1 LFL order intake -4.7% YoY, argues “encouraged by recent order levels”

 

JHD

James Halstead (#JHD) – H1 PBT slightly short of comparative period, positive FY outlook unchanged

 

WIZZ

#WIZZ Air – January booked passengers +73.1% YoY, load factor up to 86%

Wednesday »

Tom

9 Months away – Sharestock now more than 40% booked out! Grab your seat now

 

COPL

Hat tip Evil Banksta - Canadian Overseas ramping just 9 days ago

 

HARL

Harland & Wolff – “pleased to announce” subcontract, but will it deliver what it ‘expects’?

 

Bearcast

Tom Winnifrith Bearcast: If I were going to list a fraud in the UK this is what I'd do

 

MTEC

Made Tech – “delighted to have delivered another period of strong growth”. Really?

 

COPL

KERBOOM: Canadian Overseas Petroleum admits to financing crisis – told y’all! Another ouzo day for the Sheriff!

 

GILD

PKF LittleJohn failing on the Guild Esports audit… an accountant writes

 

GSK

Why FTSE 100 stocks such as GSK and Vodafone are always worth thinking about (but only one of them is a buy today)

 

TND

Tandem – emphasises “in line with market expectations”, but how creditable is that?

 

TSP

UPDATED Aquis Lobster-Potted TruSpine: Where Is The Funding, Then?

 

GILD

GOTCHA: David Beckham’s Guild Esports – now an after hours accusation that its auditors have misled investors: what a clusterfuck

 

OTB

There's Gold On the Beach for this Cash-Blessed Son of Macclesfield

 

ARB

Argo Blockchain (#ARB) – CFO Alex Appleton resigns “to pursue other opportunities” (presumably ones with a better financial trajectory than Argo’s!)

 

KEFI

#KEFI Gold & Copper – appointment of advisers to prepare for potential dual listing on the Saudi Exchange

 

PFP

Pathfinder Minerals (#PFP) – exercise of option to acquire business with rights to bring a claim against Mozambique from it

 

PFP

Pathfinder Minerals (#PFP) – completes £0.5m placing at 0.5p per share with warrants

 

TND

Tandem (#TND) – FY revenue down “in line with market expectations”, “2023 has begun slowly”

 

VOD

Vodafone (#VOD) – Q3 organic revenue +2.7% YoY, “continuing to target” stated FY guidance

 

GSK

#GSK – 2022 adj. EPS up to 139.7p, 2023 outlook includes still expected dividend per share of 56.5p

 

MTEC

Made Tech (#MTEC) – H1 despite revenue up, even adj. EBITDA down to just £0.5m

 

RST

Restore (#RST) – 2022 growth “in line with expectations”, “confident that FY23 will be another year of good progress”

 

FDM

#FDM – 2022 growth in line with expectations, argues well positioned to weather 2023 uncertainties

Tuesday »

URU

SHAMBLES: URU Metals – Late FY And Interim Results Finally Published But Shares suspended for a few more hours after IT cock up

 

KMK

Kromek – interims argue “continues to look to the future with confidence”. Really?

 

Bearcast

Tom Winnifrith Bearcast: Gabriel vs Darktrace, myself vs David Beckham

 

DARK

Bombshell Bear Dossier from Gabriel Grego's QCM: The dark Side of Darktrace

 

WIX

How is Wickes getting along?

 

GILD

Letter to the FCA: Directors of David Beckham’s Guild ESports have surely deceived and broken the law

 

DELT

Deltic is a big gamble on well testing outcome - but I can see why some are taking the risk due to the upside if successful

 

GILD

SHOCKING BOMBSHELL: Here is what Guild’s auditors actually said, which surely must be in an RNS

 

TPX

TPXimpact – I having stated ‘good luck’ on even its previously-downgraded outlook, now another trading warning (and worse!)

 

LFT

Zak Mir’s Lift Global Ventures chucks £750,000 down a related party, technically insolvent, black hole

 

GILD

David Beckham’s Naughty Guild Esports is hiding something from you all: a material uncertainty and looming bankruptcy perhaps?

 

QFI

Quadrise Fuels (#QFI) – after @tomwinnifrith, now announces auditor change; from BDO to PKF Littlejohn, hmmm!

 

NFT

#NFT Investments – updates on cyber security incident, obtained a temporary restraining order

 

LFT

Lift Global Ventures (#LFT) – subscribed for £0.75m of unsecured convertible loan notes in Trans-Africa Energy Ltd, hmmm!

 

GILD

Guild Esports (#GILD) – FY loss £8.7m, net cash £2.7m!

 

ITM

#ITM Power – H1 £56.5m loss, net cash £317.7m, emphasises ‘strategic changes’

 

PETS

#PETS At Home – Q3 LFL revenue +8.3%, expects FY profit towards upper end of consensus range

 

MAB1

Mortgage Advice Bureau (#MAB1) – 2022 “in line with expectations”, lower current activity levels

 

WIX

Wickes (#WIX) – Q4 update, expects FY adj. PBT “in line with current market expectations”

 

TPFG

Property Franchise Group (#TPFG) – 2022 “ahead of market expectations”, notes lettings strength

 

BLV

Belvoir (#BLV) – 2022 “slightly ahead of managements' expectations”, expects 2023 profit “slightly” down

Monday »

QFI

BREAKING: Quadrise Fuels why has BDO quit and why no RNS? Lube up shareholders...

 

Bearcast

Tom Winnifrith Bearcast: Sincere apologies to Britain's latest Buffett, Mr Tim Blackstone

 

RDT

Rosslyn Data Technologies – interims argue “look to the future with confidence”, what about the financials and attempted ramptastic RNS Reach then?

 

SGZ

ScotGold: What is it with the BBC and ramping shares in shite, almost insolvent, miners from the Celtic Fringe with fake news?

 

Madness

No thanks for the shitcoin offer Big Dave Lenigas, I am washing my hair tomorrow

 

SPE

Sopheon – trading update, how valuable is its “SaaS transition” proving?

 

TNT

This still stinks: Tintra –are Tintra Acquisitions and Fintech Leaders Fund dumping shares?

 

ICON

Iconic Labs –- EHGOSF starts to dump shares (Lot's more to come!)

 

OBC

Clem Chambers reckons there’s money in Sweet Transvestites from Transylvania – spoooof!

 

888

It is still too early to bet your investment money on 888 Holdings

 

BBOX

Big Box Bonanza makes this Futuristic Warehouse Manager Worth a Peak

 

Holocaust_Memorial_Day

The Victims of War on BBC Radio 4 – Do not mention the Ukrainian Nazis!: Tom Winnifrith

 

888

#888 – CEO Itai Pazner “immediately leaving”, Lord Mendelsohn becomes interim Executive Chair

 

888

#888 – suspended VIP customer accounts in Middle East region following internal compliance review

 

ULVR

Unilever (#ULVR) – current NED and CEO of Royal FrieslandCampina, Hein Schumacher to become CEO

 

NCYT

Novacyt (#NCYT) – hearing of Department of Health & Social Care case listed to commence on 10th June 2024

 

OBC

Online Blockchain (#OBC) – planned launch of a NFT project based on The Rocky Horror Show, attempted ramptastic!

 

EDEN

#EDEN Research – biofungicide “authorisation for home garden use in Italy”, attempted ramptastic

 

MXC

MGC Pharmaceuticals (#MXC) – quarterly report shows further net cash outflows and drawing of death spiral financing

 

INSE

Inspired (#INSE) – expects 2022 “in line with expectations”, argues “confidence in the outlook for the new financial year”

 

IPEL

Impellam (#IPEL) – expects 2022 “ahead of its original expectations”, agreement to sell Regional Specialist Staffing and Healthcare Staffing businesses for £85m

 

FIF

Finsbury Food (#FIF) – acquisition of ‘sweet treats’ manufacturer Lees Foods for £5.7m

Sunday »

Bearcast

Tom Winnifrith Bearcast: Greed vs Fear, Bailey vs Stacey

 

Professor

Sunday Long Reads: How platforms die, Risked life, Shakespeare‘s authorship, New ‘In Cold Blood’ crime, Trump’s killing spree

 

Confetti

How has your January been (as an investor)?

 

Wolf-of-Wall-Street

Visual Aid: The Biggest Global Risks of 2023

 

Top-10

Notes from Underground – Most read articles for the week ending 28 Jan 2023

 

Fake_News

Trump’s Killing Spree – how a liberal rewrites history to smear The Donald: Tom Winnifrith

Saturday »

Gold

Video: Golds Time to Shine is Just Coming Into View

 

Bearcast

Tom Winnifrith Bearcast: More folks I'd jail over Neil Woodford, the SUPP gang & scumbag Paul Griffiths of Predator on the ramp

 

Beggar

Video: The U.S. and Europe are in a Terminal State of Decline

 

Gold

The View From The Montana Log-Cabin As Gold Pauses For Breath

 

PBX

Probiotix Health – end of shares lock-up period, we're certainly not selling here! Chat with Steve O'Hara

 

LLOY

Goodbye Bears, Hello Bulls as the Footsie Breaks Out of the Share Zoo's Confines.

 

Holocaust_Memorial_Day

Srebrenica is NOT a holocaust – listening to kids being brainwashed and taught false history in Bradford: Tom Winnifrith

 

Holocaust_Memorial_Day

Banning the Russians from Holocaust Remembrance day as we rewrite history just as the Nazis did - Tom Winnifrith

Friday »

TERN

Tern – Is There More Bad News On The Way?

 

OTB

On the Beach – trading update emphasises “total transaction value” and “bookings”, but what about the bottom-line?

 

Bearcast

Tom Winnifrith Bearcast: The rise and fall of Chesterfield Resources - surely it is now bust?

 

SDRY

Superdry – interims argue that the “brand has real momentum”. Er, does it?!

 

SBRY

More than shopping on offer at Sainsbury's?

 

AMGO

Amigo looks more friendless by the day, more bad news!

 

Bear

Revealed:Lucian Miers’s UK shorts, big and small – 1 a zero by end February

 

AAU

Ariana Resources – follows production progress with Salinbas exploration progress: BUY

 

AVO

Advanced Oncotherapy – is the funding farce about to end, prompting a share price collapse? This company could well go bust!

 

VRS

Versarien: ignore today’s piffle it is delayed results that should panic holders

 

AMGO

Amigo (#AMGO) – capital raise support currently below the required £45m, “discussions are therefore ongoing”!

 

VRS

Versarien (#VRS) – ‘Eco Passport’ certification for Graphene-Wear technology, attempted ramptastic!

 

DLG

Direct Line Insurance (#DLG) – CEO Penny James “agreed with the board that she will step down… with immediate effect”

 

SBRY

J Sainsbury (#SBRY) – Bestway to acquire 3.45% shareholding and possibly more, though “not considering an offer”

 

OTB

On the Beach (#OTB) – materially increased bookings since Christmas period, with “significantly increased investment”

 

SDRY

Superdry (#SDRY) – H1 increased loss and net debt, FY adj. profit downgrade to “broadly breakeven”

 

MOTR

Motorpoint (#MOTR) – profit being impacted by higher financing costs and falling value of electric vehicles

 

TET

Treatt (#TET) – Q1 sales +9% YoY (+3% at constant currency), argues expansion confidence

 

SRAD

Stelrad (#SRAD) – 2022 LFL revenue +3% YoY, expects c.£34m adjusted operating profit

 

AVON

#AVON Protection – Q1 revenue +6% YoY, argues expects FY “good progress”

Thursday »

ZYT

Zytronic – now a recovery Buy?

 

CMH

Chamberlin – after ‘Corporate Update attempted ramptastic’, “placing and subscription” (quelle surprise!)

 

NIOX

Niox Group – far more than just the name which has changed?

 

KETL

Strix – to “prioritise debt reduction”, what about the only in November argued “strong balance sheet”?!

 

MODE

Even if somehow Mode Global survives as a company, it looks like it is game over for current equity holders

 

NCYT

Novacyt – trading update argues “good progress transitioning away from COVID-19 revenue”. Er, really?!

 

DGE

I don’t drink but I want to buy more Diageo shares

 

CPX

CAP-XX – “current funding is sufficient for the company's expected needs”… For how long though?

 

RUR

Rurelec – trading statement, Oh dear…

 

AAU

Ariana Resources – drilling news from potential game-changer

 

HEMO

Hemogenyx Pharmaceuticals (#HEMO) – £4.1m placing at 2.5p per share, a 17% discount

 

NCYT

Novacyt (#NCYT) – expects 2022 even adj. EBITDA loss of c.£13.5m, cash £87m

 

WIZZ

#WIZZ Air – Q3 still even EBITDA loss, argues remains confident that its next year will be profitable

 

JET2

#JET2 – FY “now expects to exceed current average market expectations”, forward bookings “encouraging” but also margin pressures

 

FOXT

Foxtons (#FOXT) – FY revenue +c.11%, expects H1 2023 to be more challenging

 

GNC

Greencore (#GNC) – Q1 profit conversion behind expectations, expects FY at lower end of current expectations

 

FEVR

Fevertree Drinks (#FEVR) – 2022 revenue +11%, UK -2%, notes inflationary costs impacting

 

DGE

Diageo (#DGE) – H1 adj. EPS +15%, DPS +5%, ‘confident in ability to navigate volatility’

 

IDS

International Distributions Services (#IDS) – notes Royal Mail revenue decline, GLS pricing and freight revenues higher

 

IGG

IG Group (#IGG) – H1 adj. EPS -2%, DPS +2%, notes more diversified amidst uncertain macro outlook

Wednesday »

Bearcast

Tom Winnifrith Bearcast - Not sure when the next one is

 

BIOM

Biome Technologies – trading update and ‘looks forward to providing a further update with results in April’. Should it be?

 

GCAT

BREAKING - Caracal: another letter to Andrew Monk and this is not a fishing trip by me

 

KEFI

Kefi – Tulu Kapi financing update, not the news we wanted but what we want is imminent; Buy

 

PRD

Predator Oil & Gas: Drilling failure now prompts cash crisis: the shysters aren’t trolling me any more!

 

XPF

XP Factory – trading update, what’s the cash flow detail?

 

HOME

Home REIT – slowly the truth is dragged from it.

 

EZJ

Some rising excitements at easyJet (despite some continued losses)

 

BIDS

UPDATED: Cenkos note on Bidstack, er that's it: not a good sign

 

CWR

Ceres Doing Better than Expected and the Beleaguered Share Price Needs to Power Up

 

Fake_News

Cross dressing Sir Grayson Perry & BBC Radio 4 on the shame of being English - Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh Hovel - a home grown winter butternut squash and leek soup: Tom Winnifrith

 

HOME

#HOME REIT – admits tenant Lotus Sanctuary “has not paid any rent for the quarter to 30 November”

 

JDW

JD Wetherspoon (#JDW) – LFL sales increase YoY, but still -0.7% on pre-covid. Tim Martin hits out at tax treatment of sector

 

EZJ

easyJet (#EZJ) – Q1 reduced loss, “anticipates beating the current market profit expectations for FY”

 

AV

Aviva (#AV.) – general insurance performance ‘consistent with guidance’, capital returns and dividend outlook “unchanged”

 

FORT

Forterra (#FORT) – expects 2022 “slightly ahead of management's expectations”, though outlook “considerable uncertainty”

 

ASCL

Ascential (#ASCL) – 2022 ahead of expectations, intention to split out businesses

 

NFC

Next Fifteen Communications (#NFC) – H2 expected 12% organic growth, lower than H1 growth in “tougher macro-economic environment”

 

PDG

Pendragon (#PDG) – 2022 “slightly ahead of market expectations”, argues “good momentum”

 

OTMP

OnTheMarket (#OTMP) – FY adj. Op profit to be up “in line with management expectations”, notes “challenging” market conditions

 

CMCX

CMC Markets (#CMCX) – net operating income “weaker towards the end of the calendar year”, though “recovered strongly in January”

Tuesday »

ICON

Iconic Labs –- it’s finally back from suspension, valuation insane

 

GCAT

BREAKING: St Brides quits as PR to Caracal - now Andrew Monk do you have less honour than a PR firm?

 

FA

FireAngel – 2022 “result will not be what we had set out to achieve”, so what of the share price leap?

 

Bearcast

Tom Winnifrith Bearcast - I'm ruined by Probiotix as its shares crash. Not. And an apology to Turner Pope

 

DEMG

Deltex Medical – “year end trading update”. Er, what about the debt?!

 

Red-Flag

British Businesses in ever deeper merde – the latest shocking red flag alert from Begbies

 

VEL

Velocity Composites – argues ‘benefits from investment in growth’ to come through… it looks to need to!

 

ABF

My trouble with AB Food shares is that whilst I understand flour mills, I don’t understand Primark!

 

GCAT

EXPOSE: The colourful past of the Caracal adviser, the CEO's dad, that it hides from you all

 

Bear

Video: Matthew Piepenburg on The Great Reset – Weaponizing Our Debt-Soaked World

 

GCAT

KERBOOM: The after hours fess up from Caracal Gold – it is far worse than even I imagined, folks should be in jail

 

Greek Tear

Photo Article: The Greek Hovel is almost booked out for the summer of 2023 and here's why: Tom Winnifrith

 

ACRL

Accrol (#ACRL) – “strategic review outcomes”, including to build a paper mill

 

ACRL

Accrol (#ACRL) – H1 still a statutory loss, net debt £30.5m

 

SAA

M&C Saatchi (#SAA) – 2022 “in line with expectations”, Chair Gareth Davis to step down

 

NBB

Norman Broadbent (#NBB) – 2022 NFI +27% to £7.3m, notes encouraging run rate but the economic headwinds remain challenging

 

BAR

Brand Architekts (#BAR) – H1 “in line with the board's expectations”, CFO Tom Carter resigns to move to OnTheMarket (#OTMP)

 

YU

Yu (#YU.) – FY ‘ahead of expectations’, expects growth to continue

 

CPC

City Pub Group (#CPC) – Q4 LFL sales +7.8% on 2019, COO Toby Smith to ‘step down’

 

MARS

Marston's (#MARS) – 16 weeks LFL sales +4.5% versus pre-covid, notes energy hedging

 

SAGA

#SAGA – notes revenue recovery, expects FY adj. PBT of £20m-£30m

 

ABF

Associated British Foods (#ABF) – continues to expect FY “significant growth in sales”, but earnings “lower than the previous financial year”

Monday »

Tom

Sharestock September 23 2023: two more returning speakers to join the four new stars

 

WG

Wood Group – 2022 trading update, “attractive growth prospects”?

 

EMAN

Everyman Media – trading update, how ‘pleasing’ is it?

 

Bearcast

Tom Winnifrith Bearcast: Now I can talk about Kefi

 

EXR

Engage XR – “showcases first AI-powered virtual employee”, attempted ramptastic?

 

BOOM

Calm Down Gary Newman: Audioboom is still a sell

 

PUR

Pure Gold: another nail in the coffin, lid almost shut tight

 

ZPHR

Definition of a Bridge Loan for morons and other shareholders in Zephyr Energy

 

DGI

DG Innovate – fundraise ‘primarily for the company's commercialisation strategy’. Really?

 

GCAT

Another letter to Andrew Monk of VSA Capital: Has Caracal Gold received the Philoro $3 million yet?

 

IBST

Despite Construction Headwinds, innovating Ibstock Has a Chance of Building its Share Price

 

Funded by you, Manchester Art Gallery urinates on all taxpayers: Tom Winnifrith

 

Crime-Scene

Bobby Sands the baby murderer and those who want a United Ireland - Tom Winnifrith

 

Madness

India Willoughby, Britain's leading transgender activist says their treatment just like the Holocaust - Tom Winnifrith

 

PUR

Pure Gold Mining (#PUR) – pure farce to come to an end for investors here, applies to cancel LSE listing

 

DTY

Dignity (#DTY) – recommended 550p per share offer

 

ARB

Argo Blockchain (#ARB) – for now regained compliance with Nasdaq minimum bid price requirement

 

DGI

DG Innovate (#DGI) – raises just £0.4m at 0.12p per share with warrants, up to £0.1m broker option

 

KEFI

#KEFI Gold & Copper – still currently awaits Ethiopia government final approvals, “expects all outstanding issues to be addressed imminently”

 

SAGA

#SAGA – confirms in disposal discussions for Acromas underwriter business

 

FSTA

Fuller, Smith & Turner (#FSTA) – Christmas/New Year period sales -5% on 2019, blames train strikes

 

EMAN

Everyman Media (#EMAN) – FY adj. “EBITDA ahead of market expectations at approximately £14.5m”, 2023 film releases positivity

 

BOOM

Audioboom (#BOOM) – FY adj. EBITDA +16% to $3.6m, notes cash of $8.1m

 

TBLD

tinyBuild (#TBLD) – FY adj. EBITDA “broadly in line”, argues “confidence”

Sunday »

Gold

The View From The Montana Log-Cabin As Gold Keeps Pushing On Up

 

TUI

TUI may be flying but it is still a short

 

YGEN

Buy Yourgene - target 0.6p

 

AAU

Ariana – 2022 Production Result: A Top Effort: Buy

 

Wolf-of-Wall-Street

Visual Aid: Which countries are the most polarised?

 

EZJ

Prospects for investment (and travel) remain good…but the scope for a saga at Saga continues

 

Professor

Sunday Long Reads: Bike Helmets, Pandemic Pastor, Dungeons & Dragons, $6 Tennis Pro, UK vs Metric

 

Top-10

Notes from Underground – Most read articles for the week ending 22 Jan 2023

Saturday »

Bearcast

Tom Winnifrith Bearcast: Kefi and its shareholders again: aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaagh

 

SHG

Shanta Gold – 2022 production and operational results, BUY (target 16p)

 

GCAT

Note to Andrew Monk: Rule Breaking by your client Caracal Gold

 

CAPD

Capital Limited – 2022 trading update and confidence in the demand: BUY

 

CEY

Centamin – Q4 and full-year update, a progressing gold BUY

 

ZPHR

Zephyr Energy what is a bridging loan? An admission that a placing is on the way?

 

LGEN

Footsie Riding High but this Time that's Not Great News for us All.

 

Fake_News

Here are some temperatures the BBC is not reporting on: can you think why? Tom Winnifrith

Friday »

NIOX

NIOX – positive 2022 trading statement, not long to be able to buy at these levels?

 

ITS

In The Style Group – “trading update” further suggests CEO’s stated ‘absolute confidence’ is wrong

 

Bearcast

Tom Winnifrith Bearcast: Zamaz shares collapse, the FCA disgraces itself again

 

BUMP

Seraphine – recommended offer by the robber barons of Mayfair Equity Partners, another London Stock Exchange covid-era disgrace

 

MIRI

Mirriad puts itself up for sale as it admits it is running out of cash ( again)

 

SYME

Supply@Me Capital – joke trading update, deep dive into the waffle, Part 2

 

HOTC

Hotel Chocolat is going to need a very sweet 2023

 

SGZ

Scotgold – it gets worse! A reader writes…

 

HARL

Harland & Wolff, still a short: the bear case, six of the best

 

SYME

When is a trading statement not a trading statement? The fraud Supply@ME Capital opines: Part 1

 

Fake_News

Lack of snow in Europe stops skiing claims the BBC, its all global warming. LIES - Tom Winnifrith

 

BUMP

Seraphine (#BUMP) – having floated it at 295p in 2021, recommended offer from Mayfair Equity Partners… at 30p per share!

 

MIRI

Mirriad Advertising (#MIRI) – “strategic review… all options are under consideration”, wonder why by the prodigious cash-burner?!

 

SYME

Supply@ME Capital (#SYME) – “year-end business update”, no useful financials (natch)

 

LIFE

Love Hemp (#LIFE) – Chairman and interim CFO “step down”, appointment of another interim FD Fahmeeda Khan

 

DSW

#DSW Capital – historically weighted H2 “being impacted by the wider macro-economic conditions and uncertainties”

 

CCT

Character (#CCT) – 4 months to 31st Dec revenue approx. -42% YoY but argues H2 rebound optimism, hmmm

 

WRKS

TheWorks.co.uk (#WRKS) – H1 increased loss, notes LFL sales strengthened since period-end; +5.7% for 11 weeks ended 15th Jan

 

DLAR

De La Rue (#DLAR) – suspended banknote printing in Kenya, historical activities implicated in investigation in India

 

FOUR

4imprint (#FOUR) – expects 2022 PBT above upper end of forecasts “and not less than $100m”, “enters 2023 with optimism”

 

SSE

#SSE – Q3 update, upgrades FY adj. EPS expectation to “more than” 150p from previous guidance of “at least” 120p

Thursday »

Bearcast

Tom Winnifrith Bearcast: Boohoo is it a buy or a short or just one to watch from the sidelines with beer and popcorn?

 

CEY

Centamin – a “most welcomed” Egyptian Court judgment, still a gold recovery Buy

 

MSLH

Marshalls – “in-line with current market expectations”, but for how long does that mean?

 

RRR

Red Rock Resources a ten bagger? LMFAO Mr broker

 

GoldfishShark

Video: The Fed has lost control, of inflation, silver to $100, buy gold

 

SGZ

ScotGold – buried in today’s news is a cash crisis, hence current valuation insane

 

DOCS

Dr. Martens – “demand for Dr. Martens remained resilient”, did it though Mr Wilson?

 

G4M

Gear4Music hits a bum note again – another warning

 

MODE

My bearish view on Mode has proven to be correct as it can't secure further funding and the share price collapses again!

 

ROO

Keep avoiding Deliveroo shares

 

Madness

Greek Hovel olive oil prize contest: Face nappy covid madness on the way to Spain - can any mask nutter explain the logic? Tom Winnifrith

 

Crime-Scene

Jacinda Arden quits before ousted, the liberal left applaud her & lie: she is a totalitarian with covid blood on her hands - Tom Winnifrith

 

BOO

Boohoo (#BOO) – 4 months to end-Dec constant currency revenue -13% YoY

 

G4M

Gear4music (#G4M) – Q3 revenue +5% YoY, “in-line with consensus market expectations”

 

AJB

AJ Bell (#AJB) – from prior quarter Platform Assets under Administration +3%, Investments Assets under Management +21%

 

HOTC

Hotel Chocolat (#HOTC) – H1 sales -9%, “remain cautious about consumer sentiment”

 

BAKK

Bakkavor (#BAKK) – FY LFL revenue +10.6%, though profit “down year-on-year”

 

FIF

Finsbury Food (#FIF) – H1 sales +14.7%, remains on track to meet FY expectations

 

PFD

Premier Foods (#PFD) – Q3 sales +12% YoY, “well on track to deliver on FY22/23 expectations”

 

DNLM

Dunelm (#DNLM) – Q2 sales +18% YoY, emphasises broad appeal of customer offer

 

MSLH

Marshalls (#MSLH) – 2022 LFL revenue +1%, mindful of macro-economic environment impact

 

ROO

Deliveroo (#ROO) – Q4 constant currency gross transaction value +6% YoY, FY still even adj. EBITDA loss

Wednesday »

Bearcast

Tom Winnifrith Bearcast: But the Welsh Girlies are shite and nobody wants to watch them!

 

TRX

Tissue Regenix – argues distribution agreement ‘delight’. How’s that balance sheet now?

 

EYE

Eagle Eye Solutions – argues “strong trading and confident outlook”, sufficient for the valuation?

 

EQT

EXPOSE: Whilst the structure of Eqtec related parties looks a concern, it is the business itself that would make me avoid it

 

Crime-Scene

BREAKING: Good news for Julie “Lingerie on Expenses” Meyer, the FCA fails us all again

 

EXR

Engage XR – “this coming year is set to be a seminal one”… but not for the reasons it suggests?

 

BRBY

Busy day as Burberry, Currys and Ibstock chat with the market

 

AVO

Advanced Oncotherapy – Worth 156p, Hardman? You’re ‘Avin’ A Giraffe

 

CBX

Cellular Goods – just 0.81% of the equity dumped and the shares slump 16%: far worse to come

 

Malcolm

Home of the Knight Witch and Ship of Fools Looks Set to Click Up its Share Price even after today's statement

 

Tom

After two nights of global warming falling here in Wales – the latest reservoir data is out and exposes the cultists yet again: Tom Winnifrith

 

ZAIM

Financial Reporting Council commences investigation into audit of #ZAIM Credit Systems by Shipleys LLP

 

CURY

Currys (#CURY) – 10 weeks to 7th Jan LFL sales -6% YoY, FY “guidance unchanged”

 

SMWH

WH Smith (#SMWH) – notes 20 weeks to 14th Jan growth, though revenue -4% LFL versus 2019

 

TM17

Team17 (#TM17) – 2022 “significantly ahead of market expectations”, 2023 “confidence”

 

HAT

H&T (#HAT) – “strong” Q4, “confident that full year results will be in line with current market forecasts”

 

BRBY

Burberry (#BRBY) – growth impacted by China covid disruption, “continue to target high-single digit revenue growth with operating leverage”

 

PSON

Pearson (#PSON) – 2022 “ahead of expectations”, argues “well positioned to make further progress”

 

IBST

Ibstock (#IBST) – Q4 sales volumes reduced YoY, “expect conditions in 2023 to be more challenging than 2022”

 

VTY

Vistry (#VTY) – expects 2022 in line with expectations, though notes “significant step-down in private sales rates in Q4”

 

JET

Just Eat Takeaway.com (#JET) – Q4 constant currency Gross Transaction Value -6% YoY, emphasises ‘adjusted EBITDA profitability’

Tuesday »

TSCO

Tesco – “really pleased” with Q3 and Christmas trading, but what’s ahead?

 

Bearcast

Tom Winnifrith Bearcast: Cellular Goods races towards zero, tough luck David Beckham ( statement on RTO & fund raise needed)

 

ENET

Ethernity Networks – its prior announcement indeed attempted ramptastic!, another discounted placing

 

RBG

Revolution Bars – notes Christmas period sales increase... but how creditable is it?

 

Bully

Twitter troll glorifies violence against Tom Winnifrith

 

WINE

Naked Wines Trading Update – not so pretty and not so transparent

 

UBG

Unbound Group – “Trading Update and Operating Review” reinforces my prior scepticism

 

OCDO

Ocado continues to offer great food, but as for its shares…

 

CNS

Corero – Bullshit earnings, cash burning and a profits warning buried in a release: uninvestable scumbags enter a 26th year of failure

 

SQZ

The Serica acquisition of Tailwind looks like terrible value for existing shareholders if it goes through

 

Warwick_School

Another victim of sadistic abuser Geoffrey Eve at Warwick School comes forward to tell his tale: Tom Winnifrith

 

Welsh_Flag

Photo article from the Welsh Hovel: snow on top of flooding prompt two thoughts: Tom Winnifrith

 

NNN

Nanosynth (#NNN) – “Corporate and Commercial Update”, attempted ramptastic

 

GWMO

Great Western Mining (#GWMO) – £0.8m placing at 0.08p per share

 

ENET

Ethernity Networks (#ENET) – £1.55m placing at 7p per share with warrants, up to £0.15m broker option

 

MCB

McBride (#MCB) – H1 ‘in line with expectations’, continuing inflationary pressures

 

THG

#THG – FY revenue +3.3% YoY, expects bullshit earnings (adj. EBITDA) “in line with current market expectations”

 

RBG

Revolution Bars (#RBG) – 5 weeks to 31st December LFL sales +17.3%, though -9% versus 2019

 

QUIZ

#QUIZ – December sales +11% YoY, notes “current macroeconomic pressures may impact consumer demand”

 

WINE

Naked Wines (#WINE) – Q3 constant currency sales -6% YoY, warning as consumer and marketing environment “challenging”

 

OCDO

Ocado (#OCDO) – Q4 to 27th Nov Retail revenue +0.3% YoY, notes sales +15% over the five days before Christmas

 

HAS

Hays (#HAS) – Q2 LFL net fees +8% YoY, though increasing “client and candidate uncertainties”

Monday »

ZAMZ

Zamaz – a very curious share transaction and the rescue return of Dominic White of the fraud Supply@ME Capital infamy!

 

QXT

Quixant – trading update, how creditable has its ‘ahead of expectations’ been?

 

CEY

Centamin – Court Win Secures Mine Concession Agreement: BUY

 

Bearcast

Tom Winnifrith Bearcast: Amigo really should be friendless

 

MPAC

Mpac Group – FY22 ‘in line with expectations and encouraging outlook’. Is it?

 

IQE

More ouzo for the Sheriff please: IQE tries to polish turd with sleight of hand as it serves up yet another warning

 

ITM

Vindicated Again, ITM Power – is the warning a kitchen sink or is there more to come?

 

TGP

Tekmar – financing ‘exclusivity period extension’, what of approaching 16% share price fall?

 

GCAT

Letter to FCA – Caracal Gold: surely public sanctions needed?

 

ASHM

Ashmore Group is doing alright…but so are you. And nobody needs to be visiting Davos!

 

LBOW

ICG-Longbow Senior & Cenkos start the week with a monster lie – you are LIARS

 

UPGS

Profitable Outfit with Top Brands Even Older than Me Looks Set to Boost its Share Price

 

MJH

MJ Hudson (#MJH) – “slowing” trading, work to achieve financial clarity “continues”. “A number” of indications of interest for certain divisions

 

TGP

Tekmar (#TGP) – financing “preferred partner” due diligence exclusivity period extended by up to 28 days

 

POW

Power Metal Resources (#POW) – £0.9m placing at 1.4p per share with warrants

 

CLON

Clontarf Energy (#CLON) – £1.3m placing at 0.065p per share

 

TRP

Tower Resources (#TRP) – initial $1.25m placing, further death spiral financing to follow

 

AVG

Avingtrans (#AVG) – H1 “in line with market expectations”, notes further acquisitions

 

MPAC

#MPAC – expects FY “in line with market expectations”, order book down but argues “encouraging outlook”

 

IQE

#IQE – expects 2022 constant currency revenue “broadly in line” with prior year, cautions with H123 expected industry destocking

 

ITM

#ITM Power – “materially” lower revenue and higher EBITDA loss warning

 

INCE

#INCE – completes sale of Arden Partners to Zeus Group

Sunday »

Bearcast

Tom Winnifrith Bearcast: Malcolm Stacey failing as a bear and why the Caracal scandal is so huge and matters

 

GCAT

BREAKING EXPOSE: The scandal at Caracal Gold, what a colourful cast of “characters” – this is a zero

 

Quiz

The ShareProphets Pub Quiz is temporarily offline

 

BMV

BlueBird Merchant Ventures – from the horses mouth

 

Professor

Sunday Long Reads: Marathon Cheats, How Not to Play Crypto, Secret Lives of Female MI6 Spies, Delivering Fish, Google Reviews Reviewed

 

Wolf-of-Wall-Street

Visual Aid: Here's what the Experts See Coming in 2023 in Technology, Markets, and Geopolitics

 

KEFI

Ethiopian Minister of Mines sacked – this is very good news for Kefi

 

Top-10

Notes from Underground – Most read articles for the week ending 15 Jan 2023

 

Tom

Tom Winnifrith postcard - the data lies you are being fed by the BBC and others: Northern Ireland does not want a United Ireland - Tom Winnifrith

 

Greek Tear

The Greek Hovel is booking up fast for summer 2023, and it is no wonder why: Tom Winnifrith

Saturday »

Bearcast

Tom Winnifrith Bearcast: The point of speaking to Harry Adams and do I believe the Kefi boss?

 

Gold

The View From The Montana Log-Cabin As Gold Climbs Further

 

KEFI

Kefi Gold and Copper – awarded Saudi Arabia exploration licences, bigger news “shortly”?

 

Gold

Video: Are the Mining Stocks Starting to Gather Momentum?

 

HFD

Halfords Group and a bit of fun for me (and my pension fund) next week

 

LLOY

Footsie's Creeping Up, but It May Not Last as Hefy Headwinds Hot Up.

Friday »

THS

Tharisa – Q1 report, still a value Buy

 

WIN

Wincanton – “current year in line with market expectations”, but what about the outlook?

 

Bearcast

Tom Winnifrith Bearcast: Revolution Beauty's bosses should be in jail, if this is not massive fraud what is?

 

DIA

Dialight – after stating in mid-December “trading expectations… remain unchanged” for 2022, what of now a profit warning?!

 

LBOW

BREAKING EXPOSE: This looks a lot like Home REIT - a bear dossier on ICG-Longbow Senior Secured UK Property Debt Investments Limited, a LSE listed fund

 

CORO

Coro Energy: The Sheriff of AIM vs The spider kisser Gary Newman, its ouzo for the Sheriff already

 

XTR

Colin Bird you shameless old spoofer – time for Xtract shareholders to lube up, placing imminent

 

DFS

Don’t expect me to buy DFS Furniture shares (or a new sofa)

 

SYME

Deep Dive Analysis of Supply@Me Capital – Cash crisis by April Fools Day

 

Boom

Gary Newman in the jungle caption contest, just 1 oz away from saying size is important

 

Gagged

Michael Vaughan vs Shamima Begum – why the BBC does not speak for me, part 567: Tom Winnifrith

 

REVB

Revolution Beauty (#REVB) – litany of investigation findings means “a number of material adjustments” to results, continuing to work to complete audit

 

VAL

ValiRx (#VAL) – £1m placing at 11p per share with warrants, up to £0.5m “broker offer”

 

AGM

Applied Graphene Materials (#AGM) – notes “working capital” to end-February, sale discussions “continuing”

 

CARD

#CARD Factory – appointment of Matthias Seeger as CFO, expected to join in May

 

PMI

Premier Miton (#PMI) – Assets under Management up to £11.12 billion, quarterly net inflows £8m

 

DIA

Dialight (#DIA) – December “significantly below” expectations, profit warning

 

DFS

#DFS Furniture – H1 order intake -4.8% YoY, states “profit delivery will be second half weighted” (hmmm)

 

888

#888 – Q4 & FY revenue -3%, CFO Yariv Dafna to “step down”

 

GLE

MJ Gleeson (#GLE) – forward order book decline, argues “cautiously optimistic of a recovery during 2023”

 

TW

Taylor Wimpey (#TW.) – 2022 “performed well”, but notes current sales “significantly” down

Thursday »

Bearcast

Tom Winnifrith Bearcast: Happy Birthday to Me, only NOT a pensioner now thanks to Steve O'Hara!

 

DIS

Distil – trading slump and further financials decline, management fooling themselves or trying to fool everyone else?

 

ARS

Asiamet Resources has been a terrible investment for me so far, but I'm still hopeful that it could reach production in the end

 

HOME

Home REIT – massive warning just as the bears warned: management credibility zero, were investors misled on arrears?

 

VINO

Virgin Wines UK – argues “one-off factors” sales impact, but what about the rest of the decline?

 

VRS

EXPOSE: Versarien – can it possibly dodge a huge intangible write off when results are published?

 

MCL

Another day – another disgraced penny stock to leave AIM: Morses Club

 

PROC

Procook does a Nightcap and plays fast and loose with reality in trading statement

 

Newsboy

Busy Christmas results Thursday – Wood Group, Tesco, Whitbread

 

NFT

NFT Investments – you could not make this up

 

Fake_News

The BBC rewrites history regarding Sir Francis Drake - Tom Winnifrith

 

Clown

The Church of England rewrites history over slavery and bungs £100 million to its "victims" - Tom Winnifrith

 

Tom

The 30 most read articles of 2022 on TomWinnifrith.com

 

MCL

Morses Club (#MCL) – proposed cancellation of listing on AIM

 

MKS

Marks & Spencer (#MKS) – Q3 constant currency sales +9.9%, UK LFL +7.2%

 

TSCO

Tesco (#TSCO) – 19 weeks to 7th Jan Retail LFL sales +6.4%, reconfirms FY guidance

 

ASC

ASOS (#ASC) – 4 months to end-Dec revenue -4% YoY

 

PROC

ProCook (#PROC) – Q3 revenue -2.5% YoY, notes “challenging trading environment”

 

HFD

Halfords (#HFD) – warns, including due to recruitment challenges and discretionary consumer demand

 

VINO

Virgin Wines UK (#VINO) – warns, including with new warehouse management system and couriers difficulties

 

MAB

Mitchells & Butlers (#MAB) – Q1 sales growth, but notes inflationary pressure on margins and disposable incomes

 

PSN

Persimmon (#PSN) – notes 2022 progress but forward sales position -36% YoY

 

CNA

Centrica (#CNA) – “expect to report 2022 full year adjusted earnings per share of above 30p”, also “good” cash generation

Wednesday »

Bearcast

Tom Winnifrith Bearcast: Why Argo really is worth 0p

 

PTRO

Pelatro – ‘below market expectations’ again!, and still what about the balance sheet?

 

NNN

Letter to the FCA and AIM Regulation re nanosynth and Market Abuse

 

ARB

Argo Blockchain woeful December update & things can only get worse!

 

SCE

Surface Transforms – “again… reporting a production problem impacting our previous guidance”, what’s the outlook from here?

 

NGHT

EXPOSED: Sarah Willingham and Nightcap deceive investors again: bailout placing inevitable.

 

RCH

Reach plc – a warning of the dangers of “stronger than historic H2 weighting of profit”

 

Boom

The curse of Julie “Lingerie on Expenses” Meyer – strike off order at Lattun 1 day after she joins board