2519 days ago
Star Wars beckons. Happy days. Ahead of that I discuss Stanley Gibbons (SGI), Provexis (PXS), Fishing Republic (FISH), Inspirit (INSP) and have some more questions for Neil "nomates" Woodford.
2530 days ago
I am livid about something not stockmarket related so the season of goodwill is cancelled in this house. On the agenda today: Earthport (EPO), Audioboom (CRAP), Minoan (MIN), Fishing Republic (TOAST), the quoted CFD providers, Telit (TCM) and Stanley Gibbons (SGI).
2557 days ago
Well it is a bad day on two counts. Fisrt it is the disaster that has hit our village in Greece and its olive harvest, as I explain in a photo article HERE. Then it is events at Premaitha (NIPT), a share we own. I explain why I am not selling. I look at Stanley Gibbons (SGI) and then at FastForward (FFWD) where things really don't stack up and where there are far more questions than answers.
2717 days ago
Folks asked if I had learned any lessons from Stanley Gibbons (SGI), a dire share tip and a stock where I also did my conkers. I hope there are. In this last bearcast until I return in September (as discussed HERE) I look at the rationale for this tip and my errors.
2719 days ago
On Friday some punters paid up to 13.5p for shares in Stanley Gibbons (SGI) after it claimed that it had received a bid approach. The shares are now c11.5p to sell after that was exposed as er...just not true.
2875 days ago
This is one of our worst share tips and also one of my (TW) worst investments of recent years. Collectibles group Stanley Gibbons (SGI) has announced further dire results - this time for the six months ended 30th September 2016 - though “is optimistic that the trading of the group is now beginning to reflect the giant strides made through the restructuring plan in a year of substantial transition” (including a completely new board of directors).
2968 days ago
Only posters on the LSE Asylum get it right 100% of the time. That is why they are all millionaires but are so generous that they still share their wisdom with the rest of us. Steve & I don't always get it right. Since we launched the Nifty Fifty website almost four years ago our second worst tip has been Stanley Gibbons (SGI). Overall we are still c20% per tip up with an average holding period of less than a year. But this one has not helped our average.
3047 days ago
I spent the morning at an ante natal class with the Mrs. Hell's teeth I am a feminist don't you know? But the whole experience left me feeling just rather old and I discuss why. Then it is onto today's ramptastic news from Horse Hill and I explain what it actually means. I waltz through Gulf Keystone (GKP) - bear squeeze - Stanley Gibbons (SGI) - recovery play? - and Guscio (GUSC) - Nigel Wray play. Then it is onto Tern (TERN), Gable (GAH), IGAS (IGAS) and Golden Saint (GSR) where I discuss why today's RNS really is just bollocks and how bulk sampling really works.
3047 days ago
In a detailed update there is good news and bad from Stanley Gibbons (SGI). Let's start with the good news as it has been rare in coming from this company of late.
3173 days ago
Stanley Gibbons (SGI) “is pleased to announce that it now proposes to raise £13.0 million (£12.3 million net of expenses)”. It shouldn’t be.
3175 days ago
Shares in Stanley Gibbons (SGI) fell sharply on Friday to just 22.5p on the back of an announcement that the company “is very close to concluding the terms of an equity fundraising of approximately £13 million by the issue of new ordinary shares at a price of 10p”. Aaagh. We have called this terribly. Only BB Morons always get it right we have got this wrong and can only apologise. Are we selling? Where next for the shares?
3177 days ago
The sizzling rumours - MX Oil (MXO) and Moneyswap (SWAP). I start and finish with a favour to all of my younger or more IT minded listeners. If you can please action that today it would be fab, Then I move on to look at Gulfsands Petroleum (GPX), Nighthawk (HAWK), Stanley Gibbons SGI), Starcom (STAR) and, in some detail, Cambian (CMBN) - where I do hope you heeded my warning 141 days ago HERE.
3180 days ago
Last year in ADVFN's financial services awards the share blogger of the year was Dan Levi, Brokerman Dan, aka the business partner of ADVFN head honcho Clem Chambers. Natch I was gutted not to win so what about this year. Shucks. The awards were announced this morning and once again I am not even mentioned. Double shucks.
The blogger of the year is Robbie Burns who wrote a best selling book about 15 years ago. His website appears to feature a new diary entry about once a month. These days Robbie earns his living charging an arm and a leg for his trading courses. He who can does he who cant teaches but am sure it is different for this guy. Anyhow well done Robbie. Maybe if I stop breaking the biggest stockmarket frauds on a regular basis and cut down to one article a month I might win next year?
I note that Robbie is in good company in the award winners. The best research analysts are Edison. You mean the folks who are paid by companies to churn out shite bullish notes to ramp stocks ahead of placings? Yes indeed,
3192 days ago
We start with an apology - this has been an awful share tip. If only we were Wildes or Bulletin Board Morons and got every tip 100% right. But we are human. So apologise. Stanley Gibbons (SGI) has announced that it “now believes that for the year to 31 March 2016 the group will report an adjusted loss before tax of between £1 million and £2 million”, that it“is in the process of raising approximately £10 million of new equity” and the appointments of a new nominated adviser & broker (finnCap) and new auditor (BDO). Hmmm.
3194 days ago
Thank you for your kind messages about my late cat Tara. Today I record with morbidly obese three legged Oakley listening and try to get him excited with an imaginary ffing dog. Actually it is the Chris Oil of cats. I explain. I also look at Stanley Gibbons (SGI), the London Stock Exchange (LSE) and the first placing into the Horse Hill ramp - Evocutis (EVO). Next will be - I predict - Solo (SOLO). I also look at ISDX lobster pots and David Lenigas lies ref Afriag (AFRI).
3235 days ago
After today's twitter harassment from Yusuf Kajee of Afriag (AFRI) I was rather reminded of the Spitting Image classic below. But it's a lie. I had a good chat with Jan Nelson of Xtract (XTR) who is a nice South African and I offer a few thoughts on his company and explain why our podcast interview will be in a few days. The it is onto LGO Energy (TOAST) and Jabba The Hutt ramping, Stanley Gibbons (SGI), Premier Oil (PMO), Independent Oil & Gas (IOG) and the China frauds. I also mention the new vehicle of Andrew "piggy" Austin of IGAS Infamy which Nigel takes apart HERE. He is not a South African but should be.
3287 days ago
About ten days ago, Stanley Gibbons (SGI) announced (piss poor) results for the six months ended 30th September 2015 and stated that “the board expects that the group will deliver materially higher revenue and profit in the second half of the financial year than in the first half, partially assisted by this year's auction calendar being more heavily weighted towards the second half”. So I've bought some shares for FIML at 99p.
3296 days ago
A few folks seem to take exception to my exception to state sponsored extra judicial execution. Big Big brother really loves folks like flip flop Turney. Away from that I discuss the pros and cons of death spirals ( a reader request) and there are a few jokes at the expense of fat Aussie share ramper David Lenigas. I look at DCD Media (DCD), Caza Oil & Gas (TOAST), Nu-Oil & Gas (NUOG), Stanley Gibbons (SGI), Rurelec (RUR) and Oilex (OEX) and a few other bits and bobs
3329 days ago
Daniel Dunkley of the Sunday Times business section is a tosser devoid of professional ethics. I explain why in this podcast and also why the deadwood press is a corrupt propaganda machine contribution to its own demographics driven demise. Then it is on to a session on value investing looking at Stanley Gibbons (SGI) and Surgical Innovations (SUN) with an en passant mention of today’s episode of Carry on up the Sefton (SER) thrown in.
3334 days ago
I am not picking on Mariana Resources too much. Okay I am and did so HERE. But the point in this podcast is to show how the actions of Mariana in destroying shareholder value while the crony capitalists plunder and profit are just symptomatic of how AIM works as a whole. I also cover Stanley Gibbons (SGI), Paragon Entertainment (PEL), the scumbags at Mosman Oil & Gas (MSMN), Iofina (IOF), BTG (BTG) and Volex (VLX).
3345 days ago
Stanley Gibbons (SGI) has updated that “it is currently uncertain whether high value sales completed by 30 September 2015 will be at the level required to achieve the group's internal budgets for the first half of the year” but that “the directors continue to believe that the group will achieve market forecasts for the full year ended 31 March 2016”
3515 days ago
Yes I know that it has just had a profits warning and that the old adage is that warnings come in threes. But I do not expect that to be the case with Stanley Gibbons (SGI) and so it is my third share tip for Easter at 249p.
3520 days ago
Stanley Gibbons (SGI) has disappointingly announced that “because a number of anticipated high value sales within the group's retail business were not completed in the run up to the (31st March) year end… it is expected that results will be materially below current market expectations”. The following updates with the shares now 8.5% lower in response at 241p-246p…
3521 days ago
In today's tetchy podcast I touch again on Insetco, on Quindell and then move onto Coms, Stanley Gibbons, Motive TV and Daniel Stewart
3610 days ago
As I explained in my Christmas Day 10 macro themes for 2015 I generally cautious on UK equities – hence my decision to run with 5 buys and 5 sells in my NY selection (three more to come by Sunday night). As such my seventh tip is one you may deem cautious but I see 35% capital upside in it plus dividends and very limited downside. I refer to Stanley Gibbons (SGI), a buy at a 290p offer and at up to 300p with a target of 400p.
One of Gibbons great assets
3704 days ago
Stanley Gibbons (SGI) has announced a recommended £8.6 million (60p per share) cash offer for Mallett plc (MAE) - one of the oldest established antique dealers in the world, specialising in furniture and works of art and with interests also in restoration. Gibbons sees the move as “furthering its ambition to become a global auction house for collectibles” and considers it “a logical and affordable next step for us to acquire a valuable brand and relevant assets. The Mallett business will expand Stanley Gibbons's expertise into an adjacent collectibles area, drive significant cross-selling opportunities across the combined businesses and build a stronger auction platform in the collectibles marketplace”.
3757 days ago
Stanley Gibbons (SGI) has announced it has exchanged contracts on a £4.5 million sale of its freehold property at Adelphi Terrace in London, with completion scheduled on or before 17th November. The company added that by this time all of its specialist collectibles trading and auctions divisions will be co-located at its Strand premises.
This property rationalisation is a result of the November 2013 acquisition of Noble Investments - “improving operating efficiencies across the enlarged group”. We previously commented on substantial asset backing for the valuation – noting stock estimated to be worth over £100 million at retail prices and net cash. The 31st March 2014 balance sheet included “freehold land and buildings” of £3.13 million, so this is a further addition to asset backing.
3798 days ago
I tipped Stanley Gibbons (SGI) at 225p back in November 2012 on my Nifty Fifty Website. We have picked up a 3% yield along the way and the shares closed Friday at 290p. So not a bad share tip so far. But there is a long way to go. The stock is still a buy.
The stamp firm posted its results for the 15 months to March 31 2014 on Friday. I never really understand why a company changes its year end. It confuses fools like me and just pisses me off. With a spate of acquisitions and integration costs in the period (notably relating to coins business Noble) I suppose it is current and 2016 numbers that really matter.
4044 days ago
There are now just 15 golden tickets left for the UK Investor Show on April 5th while normal tickets are selling fast - why?
The speaker line-up gets stronger by the week. This week FT & IC Columnist Dominic Picarda became our latest big name recruit. Dominic will chair one of the main stage sessions and will do a 100 person breakout room session on how to use ETFs to create a growth portfolio.
There are a maximum of 100 seats for any breakout session. Gold ticket holders get to reserve a seat at whatever main stage or breakout session they wish in advance.
We are also delighted to announce that spreadbetting form ETX has become a main sponsor of the show while three more PLCs - Amara Mining, Falanx and Viscount Minerals (a new silver play from legendary Kaare Foy) have come on board to man a stand and give 20 minute breakout presentations on the day.
Book NOW to ensure you get your spot
All of that goes to show once again...
There is only one investor show worth attending if you want to hear an array of big name speakers in sparky debate and meet dozens of growth companies. And this year the UK Investor Show has a new venue, the Queen Elizabeth centre in central London.
The date for your diary is 5 April 2014
More than 25 big name speakers are already signed up to appear including Britain’s Buffett Nigel Wray, legendary Terry Smith bear raiders Matt Earl and Lucian Miers, gold gurus Amanda Van Dyke and Dominic Frisby, Ed Croft of Stockopedia, Dominic Picarda, John Walsh, Alpesh Patel, Richard Poulden, David Lenigas, controversial mining analyst turned entrepreneur Matt Sutcliffe, infamous bloggers Brokerman Daniel and Doc Holiday, Clem Chambers, Tom Winnifrith and Roger Lawson.
The full list of speakers grows by the day and can be found here
As ever Britain’s most interesting small cap companies will also not only be manning stands but also each giving a 20 minute presentation. Six months ahead of the show more than FIFTY companies are already booked into attend at CEO level including Alliance Pharma, Stanley Gibbons, EMED, Leyshon Resources, 1Spatial, Amara Mining, Falanx, Leni Gas & Oil, Nostra Terra and many more.
You can find the list of those companies already booked in to attend here.
This year there are two classes of tickets.
An entrance pass costs £10 + VAT and gives entrance to the show and to all speaker sessions (subject to seating availability).
A Golden ticket costs £50 + VAT. There were just 75 available. A golden ticket gives you the right to reserve a front seat at any one of the 80 sessions running throughout the day. It also entitles you to come along to a champagne reception with a number of the keynote speakers and presenting CEOs afterwards with transport to the venue arranged.
THERE ARE NOW JUST 15 GOLDEN TICKETS LEFT!
Book NOW to ensure you get your spot
As each day goes by we will add more speakers and companies to those attending. We do not just claim to have companies attending unlike some also ran events, we name them. To keep updated on out growing roster of star speakers and growth companies presenting follow us on Twitter @ukinvestorshow
Book NOW to ensure you get your spot
On behalf of ADVFN and myself, the joint organisers of this show we look forward to seeing you on 5 April 2014 in Westminster.
Best wishes
Tom Winnifrith
PS Remember there are now just 15 golden tickets left and that standard tickets are also selling fast. Some show give away tickets because they offer no value. UKInvestor is different. To book your ticket now go HERE
4084 days ago
Noble Investments (NBL) has announced that it has received an approach from Stanley Gibbons (SGI) of a possible takeover of 255p per Noble share (circa £42 million) – comprising 192.5p per share in cash and 62.5p in new Stanley Gibbons shares – which, if made, it has indicated it is likely to unanimously recommend to shareholders. Since I have tipped BOTH stocks on my Nifty Fifty website I am celebrating, but what now?
4122 days ago
Leading stamps and collectibles business Stanley Gibbons (SGI) has announced results for the first half of 2013. These show an adjusted pre-tax profit of £1.61 million on revenue 17.2% higher than in the corresponding 2012 period, at £17.24 million, generating earnings per share of 5.03p, down from 6.61p. The following explains what is going on…
4157 days ago
An email arrived Friday from a reader in the Stamp Industry. The Stanley Gibbons (SGI) Flagship store on the Strand was shuttered up. The world on the street was that staff of this AIM listed company were being briefed about a shock boardroom departure. Cripes… er not cripes.
