Latest Views & News

EPIC code: R4E

R4E – shareholder screwing by Wray, Potts & Management - reasons to despair of AIM No 67

By Tom Winnifrith, The Sheriff of AIM | Tuesday 4 August 2020

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

On June 29 this year, just over a month ago, the management of Reach4Entertainment (R4E) told us that despite the lockdown of the London and New York theatres it serviced, it was sitting, as a result of prudent cash management, on net funds of £12 million – almost thrice the market cap. Today, 5 weeks later, we are told the company is leaving AIM and worse is to come. Shareholders, you are being screwed by management and big shareholders such as fund manager Katie Potts and Nigel Wray…

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Market News

LFT
Lift Global Ventures (#LFT) – after many months of looking CEO Zak Mir finds a proposed acquisition from, er, Zak Mir!
 8 August 2022, 07:59
JOUL
Joules (#JOUL) – discussions with Next (#NXT) for c.£15m investment “at no less than Joules' current market price” and adopting its Total Platform services
 8 August 2022, 07:59
AFN
ADVFN (#AFN) – boardroom change continues as Michael Hodges and Thomas Spiller leave
 8 August 2022, 07:58
MNRG
MetalNRG (#MNRG) – application for legal proceedings expedition granted, set for next month
 8 August 2022, 07:58
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 8 August 2022, 07:51
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TheWorks.co.uk (#WRKS) – FY update and Q1 LFL sales -2.5%
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 8 August 2022, 07:37
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 8 August 2022, 07:34
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Centrica (#CNA) – H1 adj. EPS up to 11p, DPS 1p, “full year outlook remains positive”

 

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ITV

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

 

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Wednesday »

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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

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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

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SHOE

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

 

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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

 

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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 »

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Wood Group - a Buy (again)?

 

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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

 

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

 

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

 

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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”

 

HAS

Hays (#HAS) – Q4 net fees +24% YoY, emphasises drivers of further profitable growth

 

BDEV

Barratt Developments (#BDEV) – FY adj. PBT “slightly ahead” of consensus, argues “well positioned”

Wednesday »

JSE

Jadestone Energy – Montara production restarted ahead of expectation and further share price upside to come?

 

GILD

Guild Esports – what of a “Statement regarding recent share price movement” from this David Beckham dog?

 

IKA

Ilika – full-year results, it is not its board's confidence which is important!

 

OPTI

OptiBiotix Health – agreement with Firmenich, remains a Strong Buy

 

DIS

Distil – trading slump, stated to ‘largely reflect’ UK business “remodelling”. Why are we only told now?!

 

SQZ

I think Kistos is taking the piss with its offer for Serica and expect shareholders to reject it

 

PAGE

My instincts on PageGroup shares remain unchanged from 1276 days ago!

 

PUR

Pure Gold – Credit Facility and (Uh-Oh) Strategic Review

 

CMO

CMO Group – from arguing “perfectly positioned to continue to thrive” to AIM IPO Roll-Call of Shame in a year

 

CRL

Creightons' Share Price Drops in a Stone-Like Fashion - But the Fall Probably Ain't Justified and May Not Last

 

Boom

CMA opens “freelance services” investigation including “at least” BT (#BT.A), #ITV, Sky & IMG Media (including Premier League Productions)

 

SQZ

Serica Energy (#SQZ) – “unanimously rejected” possible offer from Kistos (#KIST), notes own indicative offer for Kistos made

 

TOWN

#TOWN Centre Securities – confirms YourParkingSpace Limited “in advanced stages of a sale”

 

IRON

Ironveld (#IRON) – £4m placing at just 0.3p per share, up to £1m broker option

 

JDW

JD Wetherspoon (#JDW) – recent weeks LFL sales improved to -0.4% v. 2019 period, hits out at tax disparity and governments covid response

 

CKN

Clarkson (#CKN) – H1 update, expects FY “materially ahead of its previous expectations”

 

TMG

Mission Group (#TMG) – H1 growth in line with expectations, “remains on track”

 

PAGE

PageGroup (#PAGE) – Q2 “record quarterly performance”, currently expect FY in line with consensus

 

WINK

M Winkworth (#WINK) – H1 update, expects FY in line with forecast, 2.7p DPS announced

 

ECEL

Eurocell (#ECEL) – H1 sales +13%, though price “a key driver” to offset input cost inflation

Tuesday »

MNDI

Mondi – a recovery and income Buy?

 

SNX

Synectics – interims, on track to deliver the full-year recovery?

 

SOS

Sosandar – Full Year Results Show Promise, But I'm Not Buying Yet

 

CRL

Creightons – full-year results, “pressures” continuing to reduce earnings?

 

Bearcast

Tom Winnifrith Bearcast - Is my Mrs responsible for cracking results? But what about tomorrow?

 

RTN

Restaurant Group – excitable announcement but real life (and its shares) remains tricky

 

SYS1

System1 – trading “headwinds”, and more of them to come?

 

Boom

BRAVO: Richard Jennings defends himself and states some awkward truths about the small cap gutter and those who operate there

 

Beggar

Video: The World in Monetary Chaos

 

BBY

Want To Build Something Big? Who Ya Gonna Call? Often It's This Resilient Crew

 

KIST

Kistos (#KIST) – proposed cash and shares 382p per Serica Energy (#SQZ) share offer currently rejected by Serica board

 

DX

DX Group (#DX.) – appointments of Jon Kempster and Mike Russell as non-executives, good luck chaps!

 

HSW

Hostelworld (#HSW) – June net bookings reached 80% of June 2019 levels, notes continuing travel recovery

 

SOS

Sosandar (#SOS) – FY still even EBITDA loss, current year Q1 “record quarter”

 

CRL

Creightons (#CRL) – FY adj. EPS down to 3.98p after prior year ‘hygiene’ sales and recent supply chain and inflationary pressures

 

SDG

Sanderson Design (#SDG) – current year trading “broadly in line with the same period last year”

 

MSLH

Marshalls (#MSLH) – H1 LFL revenue +7%, expects FY “in line with market expectations”

 

GFTU

Grafton (#GFTU) – H1 update and maintains FY expectations, though notes recent increased macro uncertainty

 

RTN

Restaurant Group (#RTN) – £7m acquisition of Mexican food business Barburrito, purchase of some interest rate caps

 

PLUS

Plus500 (#PLUS) – notes H1 growth, expects FY “ahead of current market expectations”

Monday »

MORE

Hostmore – “in line with the expectations” set out in May, so what does that mean?

 

TRAF

Trafalgar Property – “debt consolidation”, but it to make little difference?

 

SAL

SpaceandPeople – trading recovering, but is the balance sheet sufficient?

 

MPAC

Mpac – from “continue to be confident” to profit “significantly below” expectations in little over two months!

 

IRON

Why, oh why, Is Ironveld turning down Richard Jennings funding offer?

 

Bitcoin

Video: Sky-High Unemployment Could Cause the Fed to Pivot

 

Bearcast

Tom Winnifrith Bearcast: Off to Greece today

 

CBX

Cellular Goods – does it think we're mad?

 

Gold

The View From The Montana Log-Cabin As Gold Plunges

 

VTY

Let Me Play Vistry for You as the Order Book Builds

 

JOUL

Joules (#JOUL) – argues currently “sufficient liquidity”, though confirms has appointed KPMG debt advisory

 

KINO

Kinovo (#KINO) – working with specialist consultants to establish costs to complete some DCB construction projects

 

MORE

Hostmore (#MORE) – “trading in line with expectations”, though notes “consumer caution”

 

WAND

WANdisco (#WAND) – emphasises H1 bookings up to $27.3m, but P&L?

 

SAL

SpaceandPeople (#SAL) – notes revenue recovery, but net debt still up to £1m over H1

 

NBB

Norman Broadbent (#NBB) – H1 net fee income growth & positive EBITDA, “confident”

 

WIZZ

#WIZZ Air – Q1 loss, Q2 “expecting a material operational profit”

 

GOG

Go-Ahead (#GOG) – passenger numbers “continued to recover”, “expect a busy summer ahead, particularly in tourist areas”

 

MPAC

#MPAC – “significantly below” profit warning noting extended lead times and cost inflationary pressures

 

GFRD

Galliford Try (#GFRD) – acquisition of industrial and utilities systems company MCS Controls

Sunday »

Conservatives

Less about politics, and more about the stock market

 

Quiz

The ShareProphets Sunday Pub Quiz #149

 

SCIR

EXPOSE: Scirocco Energy – Gneiss Work If You Can Get It, Part Two

 

Professor

Sunday Long Reads: Fake Coma Boyfriend, Hooked by Private Equity, Milky Green Sea, Olympic Legacy Loss, Ancient Seafarer DNA

 

PETS

I think the Pets at Home share price drop due to the RBC downgrade was overdone - long term buy and hold

 

Top-10

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

Saturday »

Atomic

20 Most Listened-to Bearcasts of the First Six Months of the Year

 

Bearcast

Tom Winnifrith Bearcast: Malcolm becomes a bear - I am tempted to become a bull

 

SCIR

EXPOSE: Scirocco Energy – Gneiss Work If You Can Get It! Part One