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Tom Winnifrith video shareshow Number 29 - Stuart Ashman of Skinbiotherapeutics and is Ocado the No 1 short in the FTSE 100
I am back with these bonus video shows. I am still re-adjusting myself to Zoom so if my face looks a bit funny in part 4 there is a reason. In this show I interview Stuart Ashman of Skinbiotherapeutics (SBTX), dissect that interview myself and then ask if Ocado (OCDO) really is the Number 1 FTSE 100 short or one for the bears to dodge. I hope you enjoy the show.- By Tom Winnifrith |
- 13 August 2023, 16:03 |
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Tom Winnifrith Bearcast: I know its the 13th really
Apologies for the introduction, long covid. In today's podcast I discuss why what Gary or I say about a given stock does not matter, in the long run what matters is cash generation or lack of it. I discuss what Stuart Ashman and Steve O'Hara said about Gary's bear piece yesterday. I discuss house prices. And I flag up that there are now just 12 tickets left for Sharestock so if you want to come book now HERE- By Tom Winnifrith |
- 13 August 2023, 15:33 |
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The View From The Montana Log-Cabin As Gold Tests $1900
Gold closed the week at $1913 – down from last week’s $1943 as it seems to be heading to test support again. And I am asked if I still see fully-listed Golden Prospect (GPM) as a buy, following a pretty awful period.- By Nigel Somerville |
- 13 August 2023, 14:21 |
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Sunday Long Reads: ChatGPT, Phylogenetic Sense, 19th Century Lumberjacks, Frozen China, Mitsuko Uchida
Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?
- By Darren Atwater |
- 13 August 2023, 10:41 |
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The ShareProphets Sunday Pub Quiz #201
It's time for the ShareProphets Sunday Pub Quiz.. There are no prizes! And remember, no Googling!
- By Darren Atwater |
- 13 August 2023, 10:40 |
Visual Aid: Visualizing the $105 Trillion World Economy in One Chart
By the end of 2023, the world economy is expected to have a gross domestic product (GDP) of $105 trillion, or $5 trillion higher than the year before, according to the latest International Monetary Fund (IMF) projections from its 2023 World Economic Outlook report.
- By Darren Atwater |
- 13 August 2023, 10:39 |
Notes from Underground – Most read articles for the week ending 12 August
The most read non-Quiz, non-Tom article last week is by Chris Bailey, Is hotel love peaking? And elsewhere, I still like the not particularly understood distribution and more world of SIG, at No 23 or No 23 including Bearcasts.
- By Darren Atwater |
- 13 August 2023, 10:27 |
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Tom Winnifrith Bearcast: I shall be sacking Gary Newman in the morning
I'm kidding of course. I discuss free speech on this website and why Gary is so, so utterly wrong on Obtibiotix (OPTI) and SkinBiotherapeutics (SBTX). If he watches the videos HERE he might repent of his sins. I also mention Sharestock were there are now fewer than 15 seats left. Book HERE- By Tom Winnifrith |
- 12 August 2023, 20:59 |
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Tintra– a growing list of red flags
I recently commented on the poor optics of two director resignations at Symphony Environmental (SYM). Tintra (TNT) has also had two non-executive Directors resign from the Tintra Plc Board after only a short period of time, to take up non-board roles in the wider Tintra organisation. On 9 March 2023, Tintra announced:- By Tom Winnifrith |
- 12 August 2023, 19:42 |
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I don't get the OptiBiotix rise based on no actual news flow and think it is over-priced - sell
I know that Tom is definitely going to disagree with me on this one as it is a company that he has been keen on for a long time, but I’m really struggling to see what all the fuss is about with OptiBiotix Health (OPTI), when you look at the actual news flow that the company has announced..- By Gary Newman |
- 12 August 2023, 14:24 |
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Is Ocado a screaming short?
Ocado (OCDO) has been the most shorted stock in the FTSE 100 over the past few years and the bears have been roasted. Is there still a bear case?- By Tom Winnifrith |
- 12 August 2023, 12:05 |
Bowler Hats Are Out of Fashion to be Replaced by New Money Hiding the Secret the City Keeps.
Hello Share Tweakers. When I was a lad, old gentlemen wore linen suits in the summer. These they changed for bowler hats and black Crombies with velvet collars in the darker days. Today, the elderly slob around in trainers, shapeless shorts, stretched tea shirts and baseball caps. While modern ladies look like an explosion in a jumble sale. And yet…- By Malcolm Stacey |
- 12 August 2023, 12:00 |
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Smoove – possible offer “formal due diligence process is now well advanced”, but how much offer upside now is there?
Describing itself as a “customer focused technology and services business aiming to revolutionise home moving and ownership”, Smoove (SMV) has announced that, following a possible cash offer, “constructive discussions have continued between the parties and that a formal due diligence process is now well advanced… Takeover Panel… extension to… 5.00 p.m. on 8 September 2023”. What of the share price response currently to 48p?- By Steve Moore |
- 11 August 2023, 16:17 |
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Tom Winnifrith Bearcast: I can't name my source but that does not invalidate the thesis
In today's Bearcast I discuss the Tingo (TIO) fraud and my bombshell expose of late last night, contrarian investing with the fraud loving Tom Dobell and Mosman Oil & Gas (MSMN), the definition of a bad asset. There are now just 15 tickets left for ShareStock on September 23. So if you want one book fast HERE. Be warned, Matthew's Dog and Catriona will love this podcast.- By Tom Winnifrith |
- 11 August 2023, 15:19 |
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Saietta – “Update on Company Share Incentive Schemes”. A Remuneration Committee Roll-Call of Shame...
Saietta Group (SED) has announced the grant of new share options and cancellation of existing options “in order to appropriately incentivise key employees in the company's next stages of growth”. Hmmm – where’s the evidence that they “appropriately incentivise” and why the options replacement?- By Steve Moore |
- 11 August 2023, 15:18 |
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Britain’s worst fund manager, no not me but the fraud lover Tom Dobell, is back!
If you can’t be bothered selecting stocks on AIM to lose money on and want to outsource your money spaffing to an expert then your worries are over, Tom Dobell is back in town. I was a piss poor fund manager for only two of my four years in that game, Dobell has ten years of shame to his name.- By Tom Winnifrith |
- 11 August 2023, 12:08 |
Video: US Debt is Already Falling from the Cliff of No Return
Writer and asset manager Michael Piepenburg is another cheery fellow.- By Tom Winnifrith |
- 11 August 2023, 11:40 |
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I still think that gold should be in your portfolio
I read in a CNBC article published yesterday about gold that “some expect bullion to hit $2,500” (per ounce). For any investors with gold exposure (directly or indirectly), I guess that would be fantastic. Do I think it is going to happen? And if so, when?- By Chris Bailey |
- 11 August 2023, 09:07 |
BUY Arcontech Group
Shares in “provider of products and services for real-time financial market data processing and trading” Arcontech (ARC) responded higher following a significantly ahead of expectations earnings update for its year ended 30th June 2023 last month. However, a recently slipped back share price compares to 100p early last year and prior much higher levels – and we consider that there are the potential catalysts to take the shares back well above 100p again.- By HotStockRockets |
- 11 August 2023, 09:01 |
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Symphony Environmental directors quit – bad optics
To lose one director in a day is understandable but to lose two looks like carelessness. Of course Symphony Environmental (SYM) says that NED Bob Wigley and Executive director Alexander Brennan, Executive Director, have resigned in order to concentrate on other business opportunities. Companies always say that.- By Tom Winnifrith |
- 11 August 2023, 09:00 |