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Tom Winnifrith Bearcast No 2: a blazing row with the Mrs looms over a hideous piano that has just arrived in my study

It is all down to definitions and in that vein I also discuss Skinbiotherapeutics (SBTX). The it is onto Aston Martin Lagonda (AML) and Donald Trum,p, Sealand Capital Galaxy (SGCL), Invinity (IES), still a stonking short, Electric Guitar (ELEG) and finally the scandal at Innovate UK that its new CEO should look at regarding Versarien (VRS). PS Kerim Sener of Ariana (AAU) has agreed to record a video next week with me. I shall not give him an easy time.

By Tom Winnifrith |
2025-03-27 14:54:45 |
5

Tom Winnifrith Bearcast No 1: ADVFN to quit AIM, where does that leave ADVFN and where does it leave the Casino?

For ADVFN (AFN) the move makes sense, as for the AIM Casino it needs a wholesale reform. I have some ideas for the London Stock Exchange (LSE) where I am, of course, a loyal shareholder.

By Tom Winnifrith |
2025-03-27 10:27:36 |
3

Tom Winnifrith Bearcast No 2: reputations built over many years can be destroyed in weeks and months, ref Ariana and Probiotix

I cover two more aspects of the Ariana (AAU) placing, I share Nigel's fury. I touch on Skinbiotherapeutics (SBTX) being very naughty with information leak which will enrage its lying scumbag Nomad Giles Bellend. I look at Distil (DIS), CMO (CMO) and Genflow (GENF) whose RNS is surely a spoof and at Probiotix (PBX)

By Tom Winnifrith |
2025-03-26 14:57:51 |
21

Tom Winnifrith Bearcast No 1: Utterly fecked off with Ariana and Skinbiotherapeutics, heads should roll but I am not selling either

Ariana Resources (AAU) has done a discounted placing and Skinbiotherapeutics (SBTX) has served up crap interims and scaled back guidance. The chairman of Ariana and the FD at Skins, Manprick, should be falling on their swords. I expect to make money longer term from both but short term both have scored big own goals.

By Tom Winnifrith |
2025-03-26 11:21:15 |
26

Tom Winnifrith Bearcast No 2: Futura set to flop like a limp todger

I start with myth busting on the so called housing crisis and on trump invading Greenland and the bogus threat to Amaroq (AMRQ). Then Predator Oil & Gas (PRD) and why the shares must now be suspended if audited numbers could be falsified, Futura Medical (FUM), Technology Minerals (TM1) and Celadon (CEL)

By Tom Winnifrith |
2025-03-25 15:00:47 |
7

Tom Winnifrith Bearcast No 1: Given a life ban by Asda in Chester, is this good or even honest retailing

Having already said that I was going to boycott the place the life ban is not devastating. I explain why it happened but it all seems very bad retailing. Am I missing something?

By Tom Winnifrith |
2025-03-25 10:42:49 |
12

Tom Winnifrith Bearcast No 2: Stifel joins the bears at Oxford Nanopore but its valuation is still generous and bloody colonials

I start with some justified abuse of our favourite Canadian, then its Oxford Nanopore (ONT), Celadon (CER), Wishbone Gold (WSBN), Wildcat (WCAT), comedy from Jerry Keen and Predator (PRD) and Wellnex (WNX), an IPO from the land where 1/3 of the population have the criminal gene, which should be avoided like the plague.

By Tom Winnifrith |
2025-03-24 15:03:48 |

Tom Winnifrith Bearcast No1: reviewing my gold portfolio, a mixed bag but I am very much ahead

Like Nigel yesterday I accept my portfolio is a mixed bag. But with the least important gold stocks doing the worst and the largest holdings doing the best I am well ahead overall. In this podcast I discuss: Amaroq (AMRQ), Ariana (AAU), Bluebird Mining Ventures (BMN), Anglo Gold Ashanti (US:AU), red Rock Resources (RRR), Wishbone (WSBN) and Golden Prospect Precious Metals (GPM). I state the bleeding obvious about a company I no longer write about but where I own shares, for the CEOs of Ariana and Amaroq I suggest corporate actions to drive a re-rate..

By Tom Winnifrith |
2025-03-24 13:02:35 |
18

Tom Winnifrith Bearcast: Rachel needs to chat to Brian Kinane ASAP, do you have questions for Nick Lee?

I start with a rugger triumph for Jaya, then the Spring statement, AI and which jobs will go, a lot in the public sector, I suggest, and mine as well. Finally do you have any questions for Nick Lee and news from my garden.

By Tom Winnifrith |
2025-03-23 18:53:00 |
20

Tom Winnifrith Bearcast: More Poulden & Lenigas high jinks and have we missed the boat on £830m Alphawave as a short?

I answer the question is UK PLC a short worthy of bearcast? Then the latest farce at Wishbone Gold (WSBN). Finally, is Alphawave (AWE) still a short, the trade is crowded but there are a lot of bear points.

By Tom Winnifrith |
2025-03-22 17:58:52 |
19

Page 2 of 382 (3816 articles)

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Latest

Tom Winnifrith Bearcast No 2: a blazing row with the Mrs looms over a hideous piano that has just arrived in my study

Tom Winnifrith Bearcast No 1: ADVFN to quit AIM, where does that leave ADVFN and where does it leave the Casino?

Tom Winnifrith Bearcast No 2: reputations built over many years can be destroyed in weeks and months, ref Ariana and Probiotix

Tom Winnifrith Bearcast No 1: Utterly fecked off with Ariana and Skinbiotherapeutics, heads should roll but I am not selling either

Tom Winnifrith Bearcast No 2: Futura set to flop like a limp todger

Tom Winnifrith Bearcast No 1: Given a life ban by Asda in Chester, is this good or even honest retailing

Tom Winnifrith Bearcast No 2: Stifel joins the bears at Oxford Nanopore but its valuation is still generous and bloody colonials

Tom Winnifrith Bearcast No1: reviewing my gold portfolio, a mixed bag but I am very much ahead

Tom Winnifrith Bearcast: Rachel needs to chat to Brian Kinane ASAP, do you have questions for Nick Lee?

Tom Winnifrith Bearcast: More Poulden & Lenigas high jinks and have we missed the boat on £830m Alphawave as a short?

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