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Articles by Peter Brailey

Oil and Reality and where are we? What does it mean?

As a guest writer on this site, I don’t comment often these days, but I hope when I do I make it worthy of reading, especially as hydrocarbons and commodities, have long been my focus. It’s an interesting space currently, not to put too fine a point on it. The conflicting signs pull us in many directions, or more to the point on net balance the market seems to be largely ambivalent of events in the Gulf. I find this very surprising on a fundamental level. Except I don’t – we are in an investment climate very comparable to January 2020 in my view.

Diary of a 62 ½ year old new gold bug

When Tom asked if I would like to draft a share tip or two for Christmas, I suggested something a little different (not for the first time for those who recall the Vomit list from a few years back!). Much of my investment time in 2025 has been spent researching and investing in the gold, silver and copper space. For reasons that will hopefully become clear, this meant looking overseas. These are some notes on where I have landed and why.
Given my investment knowledge starting point, I put material cash into GDX and GDXJ ETF funds to supplement my long-term holding in Golden Prospect Precious Metals (GPM).

BREAKING BOMBSHELL EXPOSE: ISA outfit Plum – Is the FCA (for once) awake? Has MoneySuperMarket.com got a clear undeclared conflict of interest?

I reached clear questions after reviewing Plum which is a “fintech” business offering both cash and equity investment accounts, included ISA options for both, via its shiney colourful app. To me it appears to me to be aimed at the younger generation. The app offers lots of “lets save together type” options. Its currently top of the MoneySuperMarket cash ISA listings. What’s not to like? Shiney app aimed at the young (is that inexperienced?) and the highest interest rate. Well, I think there is much not to like. Let me explain.

EPP

Detailed Report on Energy Pathways – What is my take on the technical side? (hint – its not looking good)

I have followed, on and off, Energy Pathways (EPP) since its IPO some 12 months ago. Tom and Evil Banksta have commented on various matters related to the finance, but I’ve not seen any substantive critique of the technical side. So, this is my assessment and resultant opinion. To cut a long story short, I prefer Tom’s chances with that warbling bint he refers to almost daily than shareholders having a good time.

Helium, a bubble & the stockmarket minnows that will collapse

Tom Winnifrith challenged me to talk about Helium at ShareStock 2024. Never one to back down from a challenge, I tried to do my best to cover the subject. I knew was an inert gas and the current market hype told me it was a bubble. But why? Beyond that I knew very little (pass me the postage stamp?).

2023 – the outlook for Oil, Gas and Energy and oil stocks to buy and sell

I’m sure most readers have picked up a few traits I have. Being blunt and brutal about our ruling classes. Smoking behind the bike sheds at every opportunity, even if it means supporting the illicit undeclared habit of a fellow bear. Being grumpy about almost every listed company in the oily sector. But more importantly why say something in 200 words when 3000 will do just fine, especially when 1% are miss spelt or missing?
In that vein I will prattle on at some length reflecting some history and how I see the energy sector investment world in 2023.

BOOM: Alternative Energy – Which Emperor had no clothes? Bunch of Calendar Girls more accurate

So here we are a year further forward in that climate change emergency. It’s been cold recently. Very cold and we have burned shedloads of gas to keep our (and the EU’s) lights on. It’s a good job we still have some of those CCGT stations I sweated blood on to get on the bars almost 30 years ago and LNG import facilities. When the need was most – the wind stopped and the sun set. But what of the Alternative Energy listed companies who should be driving us to the up lit sunny future? I considered would be exposed as having Emperor’s new clothes? Pass them all the plant pot - more like Calendar Girls in reality.

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TOM
TOM3 Oct 2026
improving thank you. Oddly got a similar message the day before from someone who is also a practicing christian living just a few miles from you, in Harbury. So I guessed!
Tom Winnifrith Bearcast from my sick bed
TOM
TOM3 Oct 2026
nope Tom helping himself to more cheap shares sold by folks like you who cant do basic maths. Thanks for bringing forward a retirement of goat farming by a few montsh. It is appreciated
Tom Winnifrith Bearcast from my sick bed
THE PINK PANTHER
THE PINK PANTHER3 Oct 2026
War in Ethiopia now , who thought civil war in above Sudan would wander! Well I saw it ! Magna carta was right,now tom is eating humble pie . Donkey ride booked for Christmas 🎁
Tom Winnifrith Bearcast from my sick bed
JEFF_WITH_A_J
JEFF_WITH_A_J3 Oct 2026
ECOB reminds me of OPTI (although the scale of announcements are far greater and have actual numbers attached). I've viewed both businesses as having a interesting product and plausible business model but neither have actually delivered on that.How is ECOB picking up these contracts? They are so diverse, both geographically and it terms of languages spoken etc - where is the common thread that enables them to deliver these? It doesn't strike me that they would likely have a expansive international sales operation.I'd be a lot more comfortable if they were getting more projects off ground in Albania and the wider Balkan region as they would be able to technically and operationally serve such projects much more easily and really prove out the product.
Eco Buildings – interims, a progress in Albania and elsewhere STRONG BUY, this could multibag by Christmas
Sohail
Sohail3 Oct 2026
Hope you feel better soon Tom.My email account has been hacked so please ignore any requests for money purporting to be from me.
Tom Winnifrith Bearcast from my sick bed
MICHAEL MCKENNA
MICHAEL MCKENNA3 Oct 2026
Very happy with this update. I first bought in recently at 106.9p and now averaging up. Taking a five-year view.
Amaroq – “pleased” with further Nanoq drilling programme and metallurgical test work, here’s why…
NSK18
NSK183 Oct 2026
Great commentary on how things are. The unwinding is going to be dramatic and nasty. How will politicians react to the situation? Will they experience force majeure?
The Easy Money Fairy Tale Is About To End Violently says the world’s second most foul mouthed financial podcaster
COLINS2
COLINS23 Oct 2026
"I am amazed that advisor Guild and indeed AQSE Regulation continue to tolerate this nonsense.."One can only assume that they do not apply the same dilligence to checking accounts as you do!
EXPOSE: Valereum interim accounts demonstrate grotesque non compliances with IFRS 9

Complete Coverage

That Was the Week that Was 7 Days of ShareProphets

Saturday »

V3TC
Vaultz Capital – third time lucky? Not on your nelly - more red flags than May Day in Moscow
  • By Tom Winnifrith
  • 1 minute ago
Atomic
Video: The Uranium Blow-Off Top, AI Hyper-Scalers & ‘Huge Value’ in The Miners
  • By Tom Winnifrith
  • 2 hours ago
BMS
Braemar – half-year trading update, an “increased volatility”-benefitting Buy
  • By HotStockRockets
  • 2 hours ago
Price-Vs-Value
ShareProphets readers tips for 2026 prize competition – (just after) end-September update
  • By Steve Moore
  • 2 hours ago

Friday »

Bearcast
Tom Winnifrith Bearcast from my sick bed
  • By Tom Winnifrith
  • 1 day ago
KMK
Kromek – “expansion to its revolving credit facility”, but I thought it was profitability “slightly ahead of expectations”?
  • By Steve Moore
  • 1 day ago
EAAS
eEnergy – “pleased to announce” fundraising. Er, really?!…
  • By Steve Moore
  • 1 day ago
Gold
Video: Why These Critical Metals Will Explode Higher, ‘Uncharted Territory’ For Gold
  • By Tom Winnifrith
  • 1 day ago
PDL
Petra Diamonds misleads as it finally fesses to the HMRC winding up petition
  • By Tom Winnifrith
  • 1 day ago
RM
RM plc – sale of Technical Teaching Solutions business, still a sum-of-the-parts Buy
  • By HotStockRockets
  • 1 day ago
VLRM
EXPOSE: Valereum interim accounts demonstrate grotesque non compliances with IFRS 9
  • By Tom Winnifrith
  • 1 day ago
AMRQ
Amaroq – “pleased” with further Nanoq drilling programme and metallurgical test work, here’s why…
  • By Tom Winnifrith & Steve Moore
  • 1 day ago
QBT
Quantum Blockchain Technologies deeper dive accounting nerdery, nothing adds up, wholesale IFRS breaches
  • By Tom Winnifrith
  • 1 day ago
Bear
The Easy Money Fairy Tale Is About To End Violently says the world's second most foul mouthed financial podcaster
  • By Tom Winnifrith
  • 1 day ago

Thursday »

Boom
Fagash vs Chris Gilbert death match Round 2 at Sharestock 2027: early bird priced tickets on sale now
  • By Tom Winnifrith
  • 2 days ago
Bearcast
Tom Winnifrith bearcast: a new share trade
  • By Tom Winnifrith
  • 2 days ago
ECP
EXPOSE: £24m cap Eight Capital Partners declared profit but a looming liquidity challenge
  • By Tom Winnifrith
  • 2 days ago
TPT
Topps Tiles – “expects adjusted profit before tax for the full year to be in line with current market expectations”, not the initial expectations though!…
  • By Steve Moore
  • 2 days ago
QBT
Quantum Blockchain Interims: how is this AIM posterboy company not classified as bust?
  • By Tom Winnifrith
  • 2 days ago
Beggar
To be fair to Andy Burnham and chancellor Healey as the 30 year bond tops 6%
  • By Tom Winnifrith
  • 2 days ago
LST
Light Science Technologies – after just in August “confidence in a strong second half has strengthened”, why are the shares now slumping on a “Trading Update”?…
  • By Steve Moore
  • 2 days ago
ECOB
Eco Buildings – interims, a progress in Albania and elsewhere STRONG BUY, this could multibag by Christmas
  • By HotStockRockets
  • 2 days ago
VLRM
Valereum Interims Part 1: A fess up on past untruths, the auditor calls out cock & it looks to be bust!
  • By Tom Winnifrith
  • 2 days ago
Bully
Paul Mathieson back where he started – my mother’s suicide, this time he ropes in my late father as well
  • By Tom Winnifrith
  • 2 days ago

Wednesday »

WPHO
Windar Photonics – interims, how strong a base now “to restructure and grow the business”?
  • By Steve Moore
  • 3 days ago
Bearcast
Tom Winnifrith bearcast: from Avacta's crazy valuation to a £1 billion joke, Mr Turd and a potential 25 bagger
  • By Tom Winnifrith
  • 3 days ago
KEN
Kendrick interims: do the maths, its got no money at all! Bailout placing ahoy! £24 million Timber!
  • By Tom Winnifrith
  • 3 days ago
TAND
Tan Delta Systems – interims argue “a strategic market position with a compelling offer”. Really?
  • By Steve Moore
  • 3 days ago
TLW
Tullow $393 million tax blow – could that sink the ship?
  • By Tom Winnifrith
  • 3 days ago
Bear
Video: Food Shortages, Inflationary Spiral & Why Gold Miners Will Benefit ‘Tremendously’
  • By Tom Winnifrith
  • 3 days ago
SALT
If Microsalt hits breakeven in 2027 as it promises I am a banana & so is Evil Banksta
  • By Tom Winnifrith
  • 3 days ago
FUTR
Future plc – argues trading “in line”, but why after previously “accelerating” its share buyback is it now to “pause” it then?
  • By Steve Moore
  • 3 days ago
BMV
BREAKING: Sath Ganesarajah of Bluebird breaks the rules yet again
  • By Tom Winnifrith
  • 3 days ago
AGI
EXPOSE: Potentially AI – significant loss in last interims before RTO and breaches of IFRS accounting standards
  • By Tom Winnifrith
  • 3 days ago

Tuesday »

GENI
GENinCode – interims, with “revenues have not been as strong as hoped” how’s the balance sheet position now?
  • By Steve Moore
  • 4 days ago
Bearcast
Tom Winnifrith Bearcast: This is madness Home Secretary and all about Kefi
  • By Tom Winnifrith
  • 4 days ago
LIKE
Likewise Group – interims, a “materially ahead of market expectations” Buy
  • By HotStockRockets
  • 4 days ago
RBD
Will Reabold’s humiliation be announced Friday or Monday? A share only for lemmings either way.
  • By Tom Winnifrith
  • 4 days ago
TGP
Tekmar – “pleased to report”… a trading warning!
  • By Steve Moore
  • 4 days ago
Bully
Paul Mathieson writes to my wife again
  • By Tom Winnifrith
  • 4 days ago
Gold
Video: Rick Rule sees a ‘Generational Opportunity’ In Gold Miners, ‘Substantially’ Higher Gold Prices Ahead
  • By Tom Winnifrith
  • 4 days ago
TERN
EXPOSE: Tern Results, another dog’s dinner & why is a new corporate car needed?
  • By Tom Winnifrith
  • 4 days ago
TEK
Tek Capital: when is a profit pure fiction? Bailout placing
  • By Tom Winnifrith
  • 4 days ago
KEFI
BREAKING: KEFI - Market abuse with apparently fake broker note
  • By Tom Winnifrith
  • 4 days ago

Monday »

Bearcast
Tom Winnifrith Bearcast: Gold and the 1970s and Blackbird lurches to another bailout
  • By Tom Winnifrith
  • 5 days ago
XPF
XP Factory – argues “best served” focusing exclusively on Escape Hunt rollout, so what about the previously-stated “highly complementary” Boom Battle Bar business?…
  • By Steve Moore
  • 5 days ago
PRE
Pensana: two questions Paul Atherley MUST answer
  • By Tom Winnifrith
  • 5 days ago
SQZ
Serica Energy moves to the main market and has a strong investment case - buy on any weakness
  • By Gary Newman
  • 5 days ago
MET
Metir – interims, “determined to complete a fundraise… to enter 2027 with increasing confidence”. Er, it means to be able to continue trading!…
  • By Steve Moore
  • 5 days ago
SDI
SDI Group – AGM Trading Update, continuing trading delivery value
  • By HotStockRockets
  • 5 days ago
COIN
Coinsilium: more about that second pig and pork
  • By Tom Winnifrith
  • 5 days ago
CKT
Checkit plc – interims emphasising “value-creation framework”, but how exciting is it?
  • By Steve Moore
  • 5 days ago
Bully
BREAKING: Not Very Gneiss message, if not an outright threat to Union Jack’s Craig Howie
  • By Tom Winnifrith
  • 5 days ago
CRTA
Letter to AIM Regulation and the FCA: Cirata (again)
  • By Tom Winnifrith
  • 5 days ago
Sinking_Ship
Is Nuburu overpaying for Tekne S.pA? Is the Pope a Catholic?
  • By Tom Winnifrith
  • 5 days ago

Sunday »

Bearcast
Tom Winnifrith Bearcast No 2: Coinsilium and not 1 but 2 pig and porks!
  • By Tom Winnifrith
  • 6 days ago
CRTA
BREAKING: Cirata – revisiting revenues and accrued income & its shocking!
  • By Tom Winnifrith
  • 6 days ago
Bearcast
Tom Winnifrith Bearcast No 1: revising Coulter's Law for Fairford & 2 scary sets of words from the Left shows Labour just does not understand economics
  • By Tom Winnifrith
  • 6 days ago
Quiz
The ShareProphets Sunday Pub Quiz #365
  • By Darren Atwater
  • 6 days ago
Blackboard
Visual Aid: The World’s Best Countries at Science in 2026
  • By Darren Atwater
  • 6 days ago
Gold
The View From The Montana Log-Cabin As Gold Slips Again
  • By Nigel Somerville
  • 6 days ago
Reading
Sunday Long Reads: Man City Hacker, John Factor, UK v Palantir, ChatGPT, BBC News Motives
  • By Darren Atwater
  • 6 days ago
Top-10
Notes from Underground – Most read articles for the week ending September 26
  • By Darren Atwater
  • 6 days ago

Saturday »

POLB
Podcast: TW interview Cathal Friel of Poolbeg Pharma
  • By Tom Winnifrith
  • 7 days ago
AMRQ
Amaroq and the Donald Trump Roll, is the target from 120.5p, 200p or 300p?
  • By Tom Winnifrith & Steve Moore
  • 7 days ago