As illness and half term sweeps the house Olaf rides to the rescue. In the podcast I discuss IQE (IQE), Kefi Gold & Copper (KEFI), Georgina Energy (GEX) and Shield Therapeutics (STX)
It is odd how some shares fly ahead of a bullish research note only to slip back when it is published. I can’t think why that would happen. Those who insisted that forecasts for Skinbiotherapeutics (SBTX) did not allow for Indian upside on its first acquisition should perhaps look away now. That was tummy rot. None the less this new Cavendish note is credible and serious. But as ever it comes down to Croda. If that jv flies we will all be rich. If it does not then we won’t. It’s a binary bet but on a risk reward basis a very good one in my view. Enough of me. Cavendish opines:
Lee is the audit partner who in the next three weeks should be looking out of his office in glamorous Oldham and signing off on the accounts of Zak Mir’s failing Lift Global Ventures. I realise that Edwards Veeeder is not a big name firm so the last thing it wants is to be in the merde with the FRC and possibly ICAEW. I have written to Lee to put him on notice.
It has been a really good day professionally. And the NHS seems to be coming good regarding a camera up my bum too. I discuss all of that, twitter moron Neil, I reveal more scandal at Georgina Energy (GEX), something new Optibiotix (OPTI) is hiding, I cover Emmerson (EML) and David Lenigas and a dog ate my homework RNS from Pennpetro (PPP)
Thanks to the Winnileaks service I publish below a report by Grant Thornton from 2017 into events at Australia based Nelson Resources. So serious are the findings that GT called in the report for the Police to be involved.
I have noted before that a demonstration of stupidity often seen on social media is those who boast that the will not pay to access this brilliant website, then slating articles that they therefore cannot have read. But Georgina Energy (GEX) mug punter Uwesp goes one better.