Latest Views & News

Tom Winnifrith Shareshow Number 7: Two and a half hours on gold as it hits record high, what to buy or should I play the "green revolution" instead?

By Tom Winnifrith | Monday 24 August 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.

And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch some sparky interviews with Nigel Somerville on gold and where it goes next, on how to play the gold bull market, what stocks to buy and what non stocks to buy and how a gold bug positions the rest of his portfolio. Then Paul Atherley from a non gold miner, Pensana Rare Earths (PRE), a play on all this green shit everyone – bar me – seems to love. And I explain why I have bought Pensana shares even though I think man-made global warming is utter bunkum. Finally two stocks where the valuation is insane: Dev Clever (DEV) and Trainline (TRN). You can access the show HERE


To watch the sixth show featuring Richard Poulden on the collapse of empires, possibly my most interesting interview to date, Kerim Sener of Ariana Resources (AAU) and why Supply@ME Capital (SYME) is a zero whose bosses should be in jail go HERE.


To watch the fifth show featuring mining and oil guro Gary Newman with buys and sells, Harry Adams the boss of Kefi Minerals (KEFI) and why Cineworld (CINE) is a stonking short go HERE.


To watch the fourth show featuring gold bug Nigel Somerville, David Bramhill of Union Jack Oil (UJO) and myself on why Diversified Gas & Oil (DGOC) is a stonking short go HERE.


To watch the third show featuring oil bear Peter Brailey, Skinbiotherapeutics boss Stuart Ashman, a stock I think is a 20 bagger, and myself on why Intu and Amigo are both zeros go HERE


To watch the second show featuring bear raider Matt Earl on Boohoo and First Derivatives, CEO Aidan Bishop of Bluebird Merchant and BigDish and myself on why Purplebricks is doomed go HERE


To watch the first show featuring bear raider Lucian Miers, mining boss Colin Bird and myself with a devastating exposure of Novacyt (NCYT) go HERE

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MCL
Morses Club (#MCL) – to pause processing of all new redress claims to develop detail of redress scheme
 11 August 2022, 07:57
IMM
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MIRI
Mirriad Advertising (#MIRI) – H1 increased loss to above £8m, cash down to £17.7m
 11 August 2022, 07:56
HUR
Hurricane Energy (#HUR) – July update, notes $89m working capital, “planned annual shutdown during September”
 11 August 2022, 07:45
PFC
Petrofac (#PFC) – H1 loss, H2 looking to close out delayed commercial settlements
 11 August 2022, 07:42
MRK
Marks Electrical (#MRK) – four months revenue +13.7%, “very tough market back-drop”
 11 August 2022, 07:39
SVS
Savills (#SVS) – H1 adj. EPS -9.5%, DPS +10%, notes macro downside risk
 11 August 2022, 07:33
EMR
Empresaria (#EMR) – H1 adj. EPS -10%, “optimistic about the year ahead”
 11 August 2022, 07:29
SPX
Spirax-Sarco Engineering (#SPX) – H1 adj. EPS +11%, DPS +10%, “improved full year outlook”
 11 August 2022, 07:25
HILS
Hill & Smith (#HILS) – agreement for sale of French galvanizing and steel lighting column business France Galva
 11 August 2022, 07:22

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4imprint (#FOUR) – H1 EPS up to $1.189, DPS $0.40 (33.01p), H2 first few weeks “has remained encouraging”

 

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Aviva (#AV.) – H1 “encouraging” trading, DPS up to 10.3p, but “adverse market movements”

 

TCAP

TP ICAP (#TCAP) – H1 adj. EPS up to 12.8p, DPS 4.5p, states “well positioned in these market conditions”

Tuesday »

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CDL

Cloudbreak Discovery: Shameful options and warrants slipped out

 

MTL

Metals Exploration – after Q2 update, well positioned for a strong second half?

 

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Saturday »

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Centamin – interims, on track for shares to return to way above 100p?

 

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BP

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MMAG

musicMagpie – money for nothing and chips for free

 

GetAFix

Malcolm Stacey is still moving mansion

 

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PDG

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KMK

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ARB

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WPP

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CARR

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HL

Hargreaves Lansdown (#HL.) – FY adj. EPS -19%, DPS -21%, notes “continued economic and geopolitical turbulence”

 

LSEG

London Stock Exchange (#LSEG) – H1 adj. EPS +20%, DPS +27%, “momentum continuing into H2”

 

CPI

Capita (#CPI) – notes H1 improvement, though targeting H2 accelerated revenue growth

 

PETS

#PETS At Home – Q1 LFL revenue +6%, “good sales to profit conversion”

 

FLTR

Flutter Entertainment (#FLTR) – completion of acquisition of Italy's leading online gaming operator Sisal

Thursday »

INS

Instem – “delighted with the continued successes of our organic and acquisitive growth strategies”. Er!

 

FLX

Falanx – argues “far greater” order pipeline, but what about the bottom-line?

 

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CEY

Centamin – Half Year Results And Dividend, more than I dared hope for

 

STM

STM Group – ‘believes profit expectations will be met’, so why the further share price fall?

 

KEFI

Kefi Gold & Copper – argues “extremely excited” with Saudi Arabia developments, but what about Ethiopia?

 

GetAFix

Malcolm Stacey is still moving house

 

Labour

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MDC

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GOG

Go-Ahead (#GOG) – increased recommended offer totalling 1550p per share

 

NGHT

Nightcap (#NGHT) – “trading update”, net cash just £0.6m

 

SED

Saietta (#SED) – £23m placing at 138p per share, £2.3m broker option

 

ADF

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SDG

Sanderson Design (#SDG) – H1 sales in line with prior year, states “in line with the board's expectations”

 

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#STM – H1 “slower than anticipated” and 2 directors to “stand down”, argues “pipeline remains encouraging”

 

RNO

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PHNX

Phoenix Group (#PHNX) – agreement to acquire Sun Life UK for £248m

 

RR

Rolls-Royce (#RR.) – H1 loss, expects H2 underlying profit margin improvement

Wednesday »

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VCP

BREAKING: has £380m valued carpets roll up Victoria committed serial fraud & where are the shareholders $65m yachts?

 

COM

Comptoir Group – founder gets his resignations, but not cheaply!

 

CTEA

Catenae Innovation – The Dog That Didn’t Bark!

 

AAU

Ariana Resources – Half-Year Production Report: Tavsan On The Way: BUY

 

CBX

Cellular Goods has low sales and very high cash burn - avoid or sell into the latest pump

 

OSI

Osirium Technologies – “Significant contract extension”, but financially or attempted ramptastically?

 

AVO

Advanced Oncotherapy tells an obvious porky as it issues more confetti

 

TW

The reality of the (not as exciting as many 2010s investors think) world of Taylor Wimpey

 

CHLL

Chill Brands – Oops a daisy, one product line dropped and no update on sales – a date with death eight months away, or perhaps even sooner!

 

GetAFix

Malcolm Stacey is Moving House

 

Greek Tear

Photo Article from the Greek Hovel: An Englishman abroad: Tom Winnifrith

 

CHLL

Chill Brands (#CHLL) – “ends future development and US sales of its tobacco-free nicotine product line” following additional restrictions

 

PGR

Phoenix Global Resources (#PGR) – proposed delisting, 7.5p per share “exit opportunity”

 

ZIN

Zinc Media (#ZIN) – raising up to £0.25m at 100p per share via Peel Hunt Retail Capital Markets portal

 

ZIN

Zinc Media (#ZIN) – agreement to acquire The Edge Picture Co for initial £2.1m and equity raise

 

RR

Rolls-Royce (#RR.) – Spanish government approves sale of ITP Aero, expected to complete “in the coming weeks”

 

CREO

#CREO Medical – argues H1 progress, but still even adj. EBITDA loss

 

LSL

#LSL Property Services – H1 profit fall, DPS maintained, argues profit “significant skew to H2”

 

TW

Taylor Wimpey (#TW.) – H1 adj. EPS -3%, DPS 4.62p, states market currently “resilient”

 

KWS

Keywords Studios (#KWS) – notes strong H1, expects some moderation in H2

 

JET

Just Eat Takeaway.com (#JET) – H1 notes adj. EBITDA improvement, but even that still -€134m

Tuesday »

LIFE

Love Hemp – the mystery of the dog that barked in the night

 

Bearcast

Tom Winnifrith Bearcast - life in the old dog yet!

 

TNT

Tintra Results analysis – Part 2 – the promised jam tomorrow & the vast discrepancies on management pay

 

REVB

Revolution Beauty; Lack of profits warning, shares collapse – a new posterboy for the 2021 IPO hall of shame

 

RBG

Revolution Bars – “pleased to announce” update, but how’s the net cash generation?

 

GRG

Confirming my bad day buy levels for Greggs and Sage Group shares

 

TNT

Tintra Results Analysis – Part 1 – the unresolved legacy issues and another FRC Rule Breach

 

PALM

Panther Metals – Conditional Placing at just 5.5p, I apologise but persist with my enthusiasm

 

GYG

GYG – proposed AIM de-listing, shares slump. Hopefully my explicit warning was heeded

 

HSBA

This Bank Expects a Happier Future and It Could Be Right

 

Boom

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GYG

#GYG – proposed AIM cancellation, would then “consider implementing a matched bargain facility”

 

PALM

Panther Metals (#PALM) – £1.1m placing at 5.5p per share with warrants

 

TRP

Tower Resources (#TRP) – £1.5m placing at 0.175p per share

 

JD

JD Sports Fashion (#JD.) – appointment of Régis Schultz as CEO from Al-Futtaim Group

 

RCDO

Ricardo (#RCDO) – sale of Software business unit for initial $17.5m

 

CPI

Capita (#CPI) – agreed to sell Real Estate and Infrastructure and GL Hearn businesses for £60m

 

PURP

Purplebricks (#PURP) – FY swing to even adj. EBITDA loss, argues performance improvement plan

 

DOM

Domino's Pizza (#DOM) – H1 adj. EPS -11%, DPS +7%, argues H2 weighting

 

GRG

Greggs (#GRG) – H1 EPS +4%, DPS maintained, ‘confident in ability to deliver continued success’

 

TPK

Travis Perkins (#TPK) – H1 adj. EPS +12%, DPS +4%, expects FY “broadly in line with market expectations”

Monday »

IRON

BREAKING: Richard Jennings says he will sue Ironveld and board members for defamation

 

HEAD

Headlam – half-year trading statement, a value Buy?

 

DIA

Dialight – emphasises “profit doubling”, but what about cash flow?

 

ING

Ingenta – “a return to revenue growth”, but what about the bottom-line?

 

BUMP

Seraphine – full-year results, not a trading warning AGAIN surely?!

 

Cat_Fixing_Lightbulb

Caption contest/translation request - PR Genius Steffi & NFT Edition

 

IRON

BREAKING: Aristo Knob Giles Clarke of Ironveld fecks democracy and (yet again) his long suffering shareholders

 

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Greek Tear

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Newsboy

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SHEL

Shell Still Undervalued but, as Profits Pile In, Any Resistance from Green Investors May Weaken as the Giant Goes Greener

 

JD

JD Sports Fashion (#JD.) – exchanged contracts to sell Footasylum for £37.5m

 

JNEO

Journeo (#JNEO) – H1 update, expects FY in line with expectations, Heathrow contract win

 

ING

Ingenta (#ING) – H1 return to revenue growth, FY outlook “positive”

 

FLO

Flowtech Fluidpower (#FLO) – H1 revenue up, “in line with the board's expectations”

 

JHD

James Halstead (#JHD) – notes FY sales growth but various trading challenges

 

ASCL

Ascential (#ASCL) – H1 adj. profit but reported loss, argues “in line with market expectations”

 

PSON

Pearson (#PSON) – H1 adj. EPS up to 22.5p, DPS 6.6p, FY expectations reaffirmed

 

HSBA

HSBC (#HSBA) – H1 EPS $0.42, DPS $0.09, notes further recovery potential but also risk of further macro deterioration

 

BLV

Belvoir (#BLV) – H1 “underlying growth”, trading in line with management's FY expectations

 

CWK

Cranswick (#CWK) – Q1 LFL revenue +5.8% YoY, FY outlook remains in line with expectations

Sunday »

SN

Smith & Nephew’s new CEO better learn from his predecessor what not to do

 

TNT

Tintra – why is it still struggling with financial reporting?

 

FIN

Finablr – It's Thank You And Goodbye

 

Professor

Sunday Long Reads: Selling Shares in Yourself; Russian Secret Agents; Unleash the Mississippi; Prepping; Marseille vs Surveillance

 

MIN

Minoan – Half-Year Results: Progress As The Company Edges Towards A Deal

 

Quiz

The ShareProphets Sunday Pub Quiz #152

 

Top-10

Notes from Underground – Most read articles for the week ending 30 July 2022

 

Tom

Tom Winnifrith postcard - are you really happy being lied to?

Saturday »

RRR

Red Rock Resources – new financing: last chance saloon for Andrew Bell?

 

GSK

GSK: half-year update - what now after consumer health business demerger?

 

Boom

ShareStock – Final speaker announced, and there will be no videos

 

Bearcast

Tom Winnifrith Bearcast: sexual harassment, expense abuse and a disastrous IPO

 

Gold

Recession? What Recession? The View From The Montana Log-Cabin As Gold Continues Rebound

 

JSE

Jadestone Energy acquires a new producing asset and the deal looks good - buy

 

Bear

Cash Stays King for Me, Unless I Find Outfits with their Own Blistering News to Share

 

Greek Tear

Photo Article: Greek Hovel summer 2022 Old Kardamili - Tom Winnifrith

 

Greek Tear

Photo Article from the Greek Hovel - repairing snake hill at last: Tom Winnifrith

 

Greek Tear

Greek Hovel Summer 2022 Photo Article: The Kardamili war memorial - Tom Winnifrith

Friday »

FXPO

Ferrexpo – there are reasons why the shares could now bounce sharply

 

ETP

Eneraqua Technologies – “on course” for its targets, but what are they?

 

Bearcast

Tom Winnifrith Bearcast: Morality, FinnCrap and the whistleblower on a 2021 IPO disaster

 

RTC

RTC Group – interims, is the share price fall justified?

 

AIQ

AIQ – Sub-Standard Results Show Cash-Crisis Imminent At Dog listed by Andrew Monk

 

RMV

The world of Rightmove continues to get trickier

 

MHC

MyHealthChecked – new wellness tests launched on Amazon UK add to sales potential

 

IQE

The stench of Equities First, IQE and Drew Nelson - scumbags the lot of 'em

 

FEVR

Made.com and Fevertree and others – don’t wait for the coup de grace!

 

CWR

This Green and Pleasant Band is Worth a Gander on its Latest Update

 

SYME

Supply@ME Capital (#SYME) – first inventory monetisation transaction “in the final stage of its completion”, attempted ramptastic

 

IAG

International Consolidated Airlines (#IAG) – H1 loss €654m, though Q2 returned to profit for first time since covid

 

JUP

Jupiter Fund Management (#JUP) – H1 adj. EPS down to 4.2p, maintained DPS 7.9p, “challenging backdrop”

 

AML

Aston Martin Lagonda (#AML) – H1 revenue +9% YoY, but increased even adjusted loss

 

RTC

#RTC – H1 swing to loss, expects H2 “return to a more positive trading outcome”

 

SRC

SigmaRoc (#SRC) – notes H1 growth and “good momentum carried into H2”

 

RMV

Rightmove (#RMV) – H1 adj. EPS +7%, DPS +10%, “confidence in delivering its expectations”

 

YOU

YouGov (#YOU) – FY growth “in line with the board's expectations”, notes current macroeconomic uncertainty

 

CRDA

Croda (#CRDA) – H1 adj. EPS +25%, DPS +8%, expects FY “modestly ahead of previous expectations”

 

ITRK

Intertek (#ITRK) – agreement to acquire solar energy and energy storage sectors services business Clean Energy Associates LLC

Thursday »

Bearcast

Tom Winnifrith Bearcast: Flip Flop, Ben Turney, & Dan Levi go to war again

 

AIEA

Airea – interims, turnaround of the profit direction?

 

TWD

Trackwise Designs – “pleased to announce” trading report. Er, what about the going concern uncertainties?!

 

NGHT

Nightcap – how about a full-year trading update, or are the banksters insisting on a bailout placement first?

 

BT

Will I ever see my two quid and out BT Group target?

 

SEED

Seed Innovations – full-year results, still stock market listings potential ahead? Yes Sir

 

VINO

Virgin Wines – “a strong, stable and resilient business model”. Er, what about the financial downgrades then?

 

ARB

Argo Blockchain – a 1-year anniversary of major, but far from isolated, corporate governance failure

 

IBST

All good fun on a busy Wednesday (which started looking at numbers from Reckitt, Rio Tinto and Ibstock)

 

RKT

Health and Hygiene Colossus Coins More Profit and could See a Tasty Share Hike

 

Cat_Fixing_Lightbulb

You think the 2022 two day heatwave was bad and worse is to come – so when did global warming start? Tom Winnifrith

 

INCE

#INCE Group – proposed £7m placing at just 5p per share, admits otherwise “will face financial difficulties”

 

HOTC

Hotel Chocolat (#HOTC) – Japan JV enters 'civil rehabilitation' to pursue options for a restructuring

 

VINO

Virgin Wines UK (#VINO) – FY net cash down to £7.8m from £8.4m, states “looks forward to a year of growth”

 

FOXT

Foxtons (#FOXT) – H1 adj. EPS maintained at 1.1p, DPS up to 0.20p, expects FY earnings growth

 

FORT

Forterra (#FORT) – H1 adj. EPS +45%, DPS +44%, anticipates FY “slightly ahead of the board's previous expectations”

 

CNA

Centrica (#CNA) – H1 adj. EPS up to 11p, DPS 1p, “full year outlook remains positive”

 

BARC

Barclays (#BARC) – H1 EPS 14.8p, DPS 2.25p, “continues to target a RoTE of greater than 10% in 2022”

 

ITV

#ITV – H1 adj. EPS +2%, DPS 1.7p, argues “on track”

 

FRAS

Frasers (#FRAS) – acquisition of online fashion retailer I Saw It First

 

CMCX

CMC Markets (#CMCX) – net operating income currently in-line with prior year, operating costs above guidance

Wednesday »

EMAN

Everyman Media – “record half year sales and EBITDA”, but how impressive is it?

 

UKOG

After the pump – well, what do you expect from UK Oil & Gas?

 

UJO

Meet Jackie Louise Cope - she is a Union Jack owning moron

 

TGP

Tekmar – “continuation of our recent contract momentum”, but what about the balance sheet?

 

Bitcoin

Video: crypto is just beanie babies

 

SYME

Letter to FCA – Alessandro Zamboni of the Supply@ME Capital fraud: statement overdue on possible covert share dumping

 

ELCO

Eleco – “pleased to provide” half-year trading update, valuation still too high?

 

MMAG

musicMagpie – why must banksters find new ways to lose money?

 

Bearcast

Tom Winnifrith Bearcast: 2 spoofs and a dog's dinner at Parsley Box

 

CPG

Compass Share Price Likely to Point North as Latest Numbers Please

 

Greek Tear

Photo article from the Greek Hovel - a stunning cicada on my knee: Tom Winnifrith

 

MEAL

Parsley Box (#MEAL) – H1 revenue slump to £9.6m, even adj. EBITDA loss £2.1m and “cost of acquiring new customers has continued to increase”!

 

MMAG

musicMagpie (#MMAG) – H1 swing to even adj. loss and net debt, though argues “confidence”. Hmmm!

 

EMAN

Everyman Media (#EMAN) – H1 growth v. 2019, confident of FY “in line with market expectations”

 

MARS

Marston's (#MARS) – 16 weeks LFL sales -1% v. 2019, recently “food sales have weakened”

 

RKT

Reckitt Benckiser (#RKT) – interims, DPS only maintained but increases FY trading expectations

 

MOTR

Motorpoint (#MOTR) – some recent volume growth, gross margins down from previous record levels

 

IBST

Ibstock (#IBST) – H1 adj. EPS +43%, DPS +32%, H2 “expect good year on year progress”

 

BREE

Breedon (#BREE) – H1 adj. EPS +26%, DPS +40%, expects FY “at top end of current market expectations”

 

FGP

FirstGroup (#FGP) – notes “cash-generative” and “in line” with expectations, though some macro recovery uncertainty remains

 

WIZZ

#WIZZ Air – Q1 trading ramp-up, but increased loss with cost inflation

Tuesday »

MHC

MyHealthChecked – trading ahead of expectations and further share price catalysts

 

SHOE

Shoe Zone – expectations again proving too pessimistic, and to do so again?

 

Bearcast

Tom Winnifrith Bearcast: chatting to a whistleblower

 

MADE

Made.com – the grim wheels of death grind faster: target price 0p

 

TOOP

Toople dire interims, insolvency looms and is it admitting to lying to investors about money?

 

TST

Touchstar – half-year trading update, how are prospects now?

 

EZJ

Fun (or not) at easyJet, Unilever and Rolls-Royce

 

CNS

Corero Network Security – “pleased to provide” trading update, so why are the shares approaching 9% lower in response?

 

AAU

Ariana – New Exploration Licence

 

SSE

Electricity Purveyor Pledged to Produce Cleaner Power could Please the Punters

 

Greek Tear

The Greek Hovel summer 2022: Visiting the new ouzerie in Kambos - Tom Winnifrith

 

ADV

Advance Energy (#ADV) – placing for just £0.425m at 0.085p per share with warrants

 

RR

Rolls-Royce (#RR.) – appointment of Tufan Erginbilgic as CEO to succeed Warren East

 

SHOE

#SHOE Zone – trading “stronger than expected due to higher than expected demand for summer products”

 

PIER

Brighton #PIER – FY “exceeded market expectations”, argues “well-positioned”

 

EZJ

easyJet (#EZJ) – Q3 update, notes industry operational challenges and an adj. £114m loss

 

GNC

Greencore (#GNC) – Q3 update, full-year “on track for strong earnings growth”

 

JSG

Johnson Service (#JSG) – H1 update, currently expects FY in line with expectations though notes consumer spending challenges

 

CPG

Compass (#CPG) – Q3 update, increases full-year growth guidance

 

WIX

Wickes (#WIX) – Q2 LFL sales +5.4% YoY, “signs of softening in DIY and DIFM markets in recent weeks”

 

ULVR

Unilever (#ULVR) – H1 underlying sales +8.1% YoY, EPS +1%, quarterly DPS €0.4268

Monday »

WG

Wood Group - a Buy (again)?

 

Bearcast

Tom Winnifrith Bearcast: Ordering portable loos, facing being stranded in Greece and talking toothpaste with Skinbiotherapeutics

 

CEY

Centamin – Q2 update a mixed bag, but reasons for positivity

 

XSG

Xeros Technology – new CEO reckons he is to build on “the solid foundations laid”. He in for a surprise then?

 

PTY

Parity Group – emphasises ‘turnaround success’, what is it meaning financially?

 

VOD

The deep yawn continues at Vodafone

 

VLG

Venture Life – half-year trading update, how confident to be for second half weighting?

 

EVA

BREAKING: Evrima – another POS hiding the ghastly truth about its finances from investors

 

Chocolate-Teapot

How gay is your stockbroker? Champagne fuelled Diversity gala awards announced for YOU to pay for

 

EAAS

Sparky Company Advising Others on How to Save Power could Score in the Green Revolution

 

Crime-Scene

How sad, Stonewall campaigners are now child abusers - Tom Winnifrith

 

Crime-Scene

FRC sanctions against KPMG and former employees re. Regenersis and Carillion audit reviews

 

KIST

Kistos (#KIST) – increased proposed terms to Serica Energy (#SQZ), again rejected

 

PXEN

Prospex Energy (#PXEN) – raised £1.87m via 12% interest loan notes convertible at 4.25p per share

 

XSG

Xeros Technology (#XSG) – appointment of Neil Austin as CEO, good luck chap!

 

WINE

Naked Wines (#WINE) – CFO Shawn Tabak departed “by mutual agreement”

 

CARD

#CARD Factory – “agreed” that CFO Kris Lee “will leave the company following a transition period”

 

JDG

Judges Scientific (#JDG) – H1 organic revenue +7%, confident on track to meet expectations

 

VOD

Vodafone (#VOD) – Q1 organic revenue +2.7%, “in line with expectations”

 

SHI

SIG (#SHI) – acquisition of Miers Construction Products Limited for initial £28m

 

PFD

Premier Foods (#PFD) – agreement to acquire Indian and South East Asian meal kits company The Spice Tailor for initial £43.8m

Sunday »

IRON

SHOCKING: Outrageous reward for failure: how can anyone back posh twit Clarke & wannabe sociologist Eales at Ironveld

 

BRCK

It is going to get busy, but Brickability is just one for the experts (even for brick and clay fans like me)

 

SYME

Supply@Me Capital - the wheels coming off the Tradeflow deal & some more rule breaches exposed

 

Professor

Sunday Long Reads: It’s all the same, Those missing feet in the Pacific solved, Left wing Trump Lover, 30 year-old pretends to be 16, New theory of Evolution Needed?

 

Gold

ShareStock – Final Main stage speaker announced: gold guru Peter Hambro

 

Quiz

The ShareProphets Sunday Pub Quiz #151

 

PRD

Predator Oil & Gas – Director Share Sale: I’m Confused!

 

Top-10

Notes from Underground – Most read articles for the week ending 23 July 2022

 

Welsh_Flag

Photo Article from the Welsh Hovel - those long promised garden shots: Tom Winnifrith

Saturday »

OPTI

OptiBiotix Health – ‘commercial and scientific update’, remains a strong buy

 

CINE

Why Cineworld just has to be your number one short, target price 0p

 

SLE

San Leon increases its stake in OML18 but I don't see any reason to be in a rush to invest at this stage

 

Bearcast

Tom Winnifrith Bearcast: Why Julie Meyer is wrong about Greece

 

Bitcoin

Can any crypto nuts translate this gobbledeygook?

 

Gold

The View From The Montana Log-Cabin: Is Gold Starting A Rebound?

 

GetAFix

Cash, Cash, Cash! I Think it Might be Better than Shares for the Time Being.

 

Greek Tear

Photo Article from a Greek car - we're going on a fig hunt Daddy: Tom Winnifrith

Friday »

TON

Titon Holdings – my prior caution justified; trading warning

 

Bearcast

Tom Winnifrith Bearcast: Canadian Overseas Petroleum - absolutely desperate debt facility is NOT what was promised

 

UBG

SHOCKER: Unbound Group – desperate equity raise & consensus expectations omit certain costs “such as for the head office”!

 

MIRI

Another dire warning from Mirriad – bonuses for what FFS? Sack the CEO Now, this is a disgrace!

 

CCL

Thoughts on the recent announcements from Carnival plc and BT Group

 

HAT

H&T Group – shares further up ahead of scheduled interims, bank gains?

 

OCDO

Ocado remains relaxed about losing money!

 

Bearcast

Tom Winnifrith Bonus Bearcast: My own thoughts on Pires Investments and Tern, the marriage that failed

 

SYME

BREAKING: Supply@ME Capital Open Offer deceipt & Tradeflow shocker

 

ANIC

Outfit Making Futuristic Meat could See Its Share Price Rise as World Food Prices Soar

 

Fake_News

German TV then and now - how the mainstream media pushes a false narrative on global warming: Tom Winnifrith

 

SYME

Supply@ME Capital (#SYME) – desperate fundraising continues with up to £0.32m open offer at 0.05p per share, “reviewing” its relationship with TradeFlow

 

SGI

Stanley Gibbons (#SGI) – proposed AIM cancellation driven by majority shareholder, Phoenix S.G.

 

SGI

Stanley Gibbons (#SGI) – CEO Graham Shircore to step down to return to work at majority shareholder Phoenix, Tom Pickford to succeed

 

BT

BT (#BT.A) – CMA approval for Warner Bros. Discovery sports joint venture

 

MIRI

Mirriad Advertising (#MIRI) – H1 revenue fall, cash down to £17.7m from £24.5m at end-2021

 

TON

Titon (#TON) – profit warning due to the margin pressures and production and despatch issues with new ERP system

 

REC

Record (#REC) – Q1 net flows +$2bn but overall AUME -$5.2bn to $77.9bn

 

FRP

#FRP Advisory – FY adj. EPS +6%, DPS +5%, current trading “in line with the board's expectations”

 

JTC

#JTC – H1 in-line with its expectations, “good momentum into H2”

 

JD

JD Sports Fashion (#JD.) – five months LFL sales +5%, process to recruit new CEO “ongoing”

Thursday »

Bearcast

Tom Winnifrith Bearcast - the boy who cried snake!

 

OSI

Osirium Technologies – contract win, attempted ramptastic!

 

TERN

Tern – Two Drunks Fall Over And “Strategic Update” – Uh-Oh…..

 

Bear

Video: We’re Heading for a Bear Market Unlike Any Seen Before

 

Clown

Caption contest: What does a fat cat bankster do while mug investors count their losses on his small cap clients?

 

BOOM

Audioboom share dealing scandal emerges, it's colourful Robert Bonnier again

 

FUL

Fulham Shore – “not seen any shift in customer demand”, but it to come?

 

BAR

Brand Architekts – “navigated the challenging external environment”. But how well?

 

SFOR

What is distracting brothel visiting Sir Martin Sorrell to take his eye off the ball so badly?

 

EVE

Would You Adam & EVE It – Sales Down 19% As Formal Sale Process Update Suggests 0p Doom For Shareholders

 

WATR

Fiery Weather Floats the Possibility Water Intelligence Shares could Stream Up

 

GOG

Go-Ahead (#GOG) – Kelsian Group does not intend to make an offer, continues to recommend 1500p per share consortium offer

 

EVE

#EVE Sleep – H1 revenue -17% YoY, cash burn sees “focus on maximizing the business’ cash runway”

 

FSTA

Fuller, Smith & Turner (#FSTA) – sales +3% on pre-covid levels, inflationary cost pressures “showing little signs of abating”

 

MAB

Mitchells & Butlers (#MAB) – Q3 sales +0.9% versus pre-covid, “trading environment remains very challenging”

 

AJB

AJ Bell (#AJB) – Q3 customers up but AUA -7% to £68.7bn

 

CSP

Countryside Partnerships (#CSP) – Q3 net reservation rate 1.04, FY guidance unchanged at approx. £150m adj. Op profit

 

DNLM

Dunelm (#DNLM) – FY sales +16% after Q4 -6% YoY, expects FY PBT “slightly ahead of analyst consensus of £207m”

 

FRAS

Frasers (#FRAS) – FY adjusted PBT £344.8m, guidance for £450m-£500m this year

 

BVIC

Britvic (#BVIC) – Q3 constant currency revenue +11.2% YoY, confident of FY “in line with market expectations”

 

OCDO

Ocado (#OCDO) – H1 revenue down due to Retail, loss increased to above £200m

Wednesday »

Bear

Fevertree cracks and Thoughts on Cineworld and TUI

 

Bearcast

Tom Winnifrith Bearcast: Communicating with Amit, O'Hara and a man in a Paddington Dungeon

 

ART

Artisanal Spirits – trading update, still another overpriced IPO that took advantage of last year's madness?

 

CEY

Centamin – Q2 Quarterly Report: Steady As She Goes, BUY

 

RMG

More excitement (of a type) at Royal Mail

 

FIF

Finsbury Food – full-year trading update, successfully mitigating the impact of the pressures?

 

Bear

Video: Bubbles always implode

 

GENF

Genflow – directors buy small but who is selling?

 

YU

Yu Group – Half-Year Trading Update Reads Well But Leaves Questions

 

BDEV

Barratt Boosts Business in Spite of Headwinds and should Build its Share Price

 

MCL

Morses Club (#MCL) – potential customer redress Scheme of Arrangement, discussions with funders

 

GEM

Gemfields (#GEM) – “operations continue with increased vigilance” due to Cabo Delgado insurgency

 

CRCL

Corcel (#CRCL) – up to £0.6m equity raise at 0.4p per share with warrants

 

COST

Costain (#COST) – H1 net cash ahead of expectations, positive for H2

 

MHC

MyHealthChecked (#MHC) – H1 cash up to approx. £7m, further rolling out DNA testing range

 

FIF

Finsbury Food (#FIF) – FY update, “able to mostly mitigate” the impact of pressures

 

PFD

Premier Foods (#PFD) – Q1 sales +6% YoY, “firmly on track” to deliver FY expectations

 

PDG

Pendragon (#PDG) – expects H1 adj. PBT c.£33m and FY “in line with board expectations”

 

BMY

Bloomsbury Publishing (#BMY) – four months revenue +27% YoY, “confident”

 

RMG

Royal Mail (#RMG) – Q1 revenue -5.1% YoY, to consider business split if no “significant operational change” within Royal Mail UK

Tuesday »

Bearcast

Tom Winnifrith Bearcast: The scallywags linked to Audioboom

 

KEFI

Kefi Gold & Copper – two additional exploration licences and Q2 operational update, Buy

 

FOUR

4imprint – ‘continued strong trading momentum’, is it sustainable?

 

LUCE

Luceco – half-year trading update, how are the ‘results challenges’ now?

 

HOTC

The world turns upside down for Hotel Chocolat shareholders!

 

ITS

In The Style Group – results, what happened to “very well positioned to continue its impressive growth and improve its profitability”?!

 

HAYD

Haydale – Tries (And Fails) To Polish A Turd

 

MADE

Made.com – if this is strategic progress I am a flower pot called Harriet

 

ALGW

BREAKING EXPOSE: Alpha Growth – the dodgy Prospectus and the non-compliant financial statements

 

COG

This Niche Braincare Company could Profit from a Medical Boom

 

Angel

Photo Article - the Christening of my daughter Jaya: Tom Winnifrith

 

JOUL

Joules (#JOUL) – FY update, credit approval for further £5m headroom on borrowing facilities

 

MADE

Made.com (#MADE) – H1 trading warning, reduced FY guidance

 

HOTC

Hotel Chocolat (#HOTC) – FY update, warns due to headwinds including following strategy review

 

PEBB

Pebble Group (#PEBB) – H1 update, now expects FY “will exceed current market expectations”

 

FOUR

4imprint (#FOUR) – positive trading means now expects FY Op profit “materially above” consensus & not less than $75m

 

MIDW

Midwich (#MIDW) – record H1, currently expects FY “slightly ahead of its previous expectations”

 

LUCE

Luceco (#LUCE) – notes H1 decline and that home improvement spending continues to slow

 

LIO

Liontrust Asset Management (#LIO) – end-June AuMA £34.2bn, quarterly net flows -£0.5bn

 

HYVE

#HYVE – management buy-out of Ukraine business with up to £1.2m loan from company and for up to £3m earnout

 

GSK

#GSK – 4 for 5 share consolidation following demerger of consumer healthcare business Haleon (#HLN)

Monday »

Bearcast

Tom Winnifrith Bearcast: Pineapple Power is a total fecking disgrace & one for fruitcakes only

 

CYAN

CyanConnode – “pleased to provide” trading update, what about cash flow detail?

 

CRDL

Cordel – trading update, how “great” should confidence be for the year ahead?

 

ECP

Formal Request to FRC to investigate Zahir Khaki, PKF Littlejohn & Eight Capital Partners

 

IQE

IQE – lawsuit for which it argues it has “significant evidence”. But for a number of reasons far from ideal?

 

GSK

Don’t panic GSK shareholders! Meanwhile Direct Line Insurance remains a recent comedy

 

MEX

Tortilla Mexican Grill – The Times they are a changing ( and not for the better)

 

BARK

AIM Dog Barkby – Year-End Update And “Strategy Update” Uh-oh!

 

PALM

Panther Metals PLC – Plenty To Keep Me Interested

 

JMAT

Footsie Giant with its Eye on the Profits of Greener World Takes Another Giant Step

 

Boom

It's getting so hot out there... a doctor warns British women what NOT to do: Tom Winnifrith

 

ERM

Euromoney Institutional Investor (#ERM) – recommended 1461p per share offer

 

PNPL

Pineapple Power (#PNPL) – placing to raise just £0.3579m at 3p per share

 

IQE

#IQE – filed IP lawsuit in California against Tower Semiconductor

 

BARK

Barkby (#BARK) – FY update & strategy change

 

MEX

Tortilla Mexican Grill (#MEX) – emphasises H1 revenue growth, more challenging operating conditions towards period-end

 

ROO

Deliveroo (#ROO) – Q2 gross transaction value growth down to 2% in constant currency, downgrades guidance

 

BOOM

Audioboom (#BOOM) – H1 emphasises revenue growth, adj. Op profit $2m

 

TSTL

Tristel (#TSTL) – H2 revenue upturn “as expected”, 3p per share special dividend

 

GSK

#GSK – demerger of consumer healthcare business Haleon (#HLN), to be a GSK share consolidation

 

JMAT

Johnson Matthey (#JMAT) – to build hydrogen gigafactory at its Royston UK site

Sunday »

SIXH

600 Group – attractive share price upside as the new strategy starts to be proven?

 

JMAT

When brokers stop researching a stock, don’t worry (be excited)

 

Bearcast

Tom Winnifrith Bearcast: what should I say to new ADVFN supremo Yair Tauman next week?

 

Quiz

The ShareProphets Sunday Pub Quiz #150

 

Boom

Private & Confidential Letter in full: Harcus Parker updates on claims against Neil Woodford's ACD Link

 

Professor

Sunday Long Reads: Thirsty RadioShack Twitter, Tyrannosaurus Rex Genius, Conman poses as son for 41 years, Faking Wiki History, Crypto Schadenfreude

 

Cat_Fixing_Lightbulb

Housekeeping note: ShareProphets should look better on your phone and load faster on everything

 

Top-10

Notes from Underground – Most read articles for the week ending 16 July 2022

 

Greek Tear

Photo Article from the Greek Hovel - beat this sunset: Tom Winnifrith

 

Warwick_School

Waking up with a pain in my ankle – thanks again Warwick bloody school: where do we stand on its historic sexual abuse? Tom Winnifrith

Saturday »

OPTI

OptiBiotix Health – BUY, 50p first stop, 100p by next year

 

IRON

Richard Jennings vs Ironveld, the Align boss hits back at bullying toff value destroyers and suggests he may sue

 

Bearcast

Tom Winnifrith Photo Bearcast: Fevertree and its endangered dividend & bashing the City establishment

 

SCIR

Scirocco – More On That Stinking Ruvuma Disposal Deal

 

Tom

Already 1/3 sold out: Shares, bears, croquet contest, salmon fishing, more shares, drink and pizza at Tom Winnifrith's farm - Sharestock, 10 September

 

Gold

The View From The Montana Log-Cabin As Gold Slips Further And Inflation Still Rises

 

BP

Oil that's Required Is a Little Patience for Shell and BP Share Holders.

Friday »

Bearcast

Tom Winnifrith Bearcast: falling for a £49 covid test scam

 

AGY

Allergy Therapeutics – argues “significant clinical progress”, so why the further share price fall?

 

SCIR

Scirocco – More On That Greenan Deal

 

CCS

Crossword Cybersecurity – ‘strengthening working capital on the back of a positive H1’. Really?

 

DPP

DP Poland – emphasises “strong sales performance”, but what about the bottom-line?

 

BRBY

Busy Friday! From comedy at Aston Martin Lagonda to continued faith in Burberry

 

BIDS

Cenkos & Bidstack: Dishonesty or incompetence?

 

FEVR

Fevertree warns – told y’all, worse still to come

 

SYME

Supply@Me Capital – is CEO Alessandro Zamboni about to be forced to reveal a big share dump TWO YEARS AGO?

 

GRG

Nosh-on-the-Go King Is Set to Soar After Earlier Lockdown Hit

 

AML

Aston Martin Lagonda (#AML) – another refinancing!; proposed placing at 335p per share and rights issue to raise £653m

 

AGL

Angle (#AGL) – £20.13m equity raise at 80p per share including via PrimaryBid

 

MTRO

Metro Bank (#MTRO) – appointment of James Hopkinson as CFO, good luck chap!

 

NCYT

Novacyt (#NCYT) – UK approval for covid “Direct Real-Time PCR test”, no financials (natch)

 

FEVR

Fevertree Drinks (#FEVR) – H1 revenue +14% YoY, warns due to “significantly worsened” logistics and cost headwinds

 

DPP

DP Poland (#DPP) – June LFL system sales +23.5% YoY, cash down to £0.8m

 

BRBY

Burberry (#BRBY) – Q1 retail revenue +5% YoY, flat at constant currency, recent mainland China reopening encouragement

 

PMI

Premier Miton (#PMI) – Q3 Assets under Management -£1.5bn to £11.3bn, net outflows £0.3bn

 

AGY

Allergy Therapeutics (#AGY) – FY revenue down noting “streamlined portfolio”, upcoming cost increases

 

DCC

#DCC – notes Q1 “strong growth”, remains positive for FY

Thursday »

POG

Winnifrith Vindicated yet again, Petropavlovsk – The fat Lady to sing on Monday

 

IQG

IQGeo – is “in line with expectations” sufficient for the current valuation?

 

ECP

DETAILED EXPOSE: Eight Capital Partners – the bastard little brother of the fraud Supply@ME Capital – accounting howlers exposed

 

Bearcast

Tom Winnifrith Photo Bearcast: the most stressful 30 minutes I can remember & the 2 French Lesbians on the ferry

 

MCB

McBride – anticipates adjusted operating profit in line with expectation, but is that any real comfort?

 

FXPO

Ferrexpo – Q2 production report, logistics constraints to ease?

 

PMP

Portmeirion – emphasises ‘continued growth’, but it right to be wary of the outlook for the key trading period ahead?

 

BDEV

Thursday analytical insights with Barratt Developments and Ashmore Group

 

IQE

IQE – not even constant currency revenue growth and what about the bottom-line?!

 

SRB

There's Not as Much Gold as Coffee in Brazil, but this Modest Miner is Profiting with Some of it

 

PTEC

Playtech (#PTEC) – TTB Partners not intending to make an offer “due to challenging underlying market conditions”

 

EQT

Eqtec (#EQT) – £3.75m bailout equity raise at 0.5p per share including via PrimaryBid

 

MCB

McBride (#MCB) – net debt up driven by working capital increases, exploring liquidity options

 

IQE

#IQE – H1 constant currency revenue “in line with prior year”, what about the bottom-line?

 

TM17

Team17 (#TM17) – H1 growth “in line with the board's expectations”, though with more H2 weighting expected than prior years

 

SSPG

SSP (#SSPG) – recent weeks revenue up to 89% of 2019 levels, states confident in ability to manage inflationary pressures

 

PMP

Portmeirion (#PMP) – H1 sales +5% YoY, “cautious” as enters key second half trading period

 

DOCS

Dr. Martens (#DOCS) – Q1 retail and wholesale order book growth, ecommerce “in line with Q422”