In today's podcast, I look at Optibiotix (OPTI) - where I bought more shares; Kefi Gold & Copper (Kefi); Guild ESports (GILD) - is it breaking up with David Beckham?; Nanosynth (NNN); the shysters at Verditek (VDTK)l and Shield Therapeutics (STX). It is definitely ouzo, or rather an elderflower champagne, for supper tonight.
In today's podcast, I look at Eurasia Mining (EUA); Powerhouse Energy (PHE); Shield Therapeutics (STX); Simec Atlantic (SAE); Ben's Creek (BEN) and John Story of Chill Brands (CHLL); and Cellular Goods (CBX) infamy.
I'm not suggesting anything inappropriate - just making an analogy, as I discuss Zephyr Energy (ZPHR). Then, I touch on Optibiotix (OPTI), and a chat with Steve O'Hara. If you'd like to spend a day with Steve over all day drink and home-produced Welsh food, you can of course do so, HERE. I am pleased to say that almost a third of the seats are already booked out. After that, it is onto Oxford Biodynamics (OBD) and Shield Therapeutics (STX) - will its placing be at 5p, or not at all?. Then, Pennon (PNN), sewage and Feargal Sharkey. Finally, Abingdon Diagnostics (ABDX), where good news has seen the shares rocket. However, that only postpones the next bailout placing (or death) until Adven
Once again, I explain why Gary is wrong on that interview: unless you've been CEO of a challenged PLC - I have - you don't appreciate the bind 4d Pharma (DDDD)'s board was in. Then the expose, another financing blunder, an offer rejected and why that decision caused investors to lose everything.
The Mrs was nextdoor, so I had to be upfront with you and list the sort of things I normally say but could not do today. Then, it is onto Kefi Copper & Gold (KEFI), and some comments about its behaviour today; Caspian Sunrise (CASP); Verditek (VDTK); Petropavlovsk (POG) - looking like a bang-on zero; and Wildcat Petroleum (WCAT), which is not much better.
I start with the garden, before explaining why I am driving all the way to Greece - my rational decision is a canary in the coal mine of global inflation. I defend Neil Woodford against a low-grade Sunday Times journalist, with reference to 4D Pharma (DDDD). Then, I look at bonkers house prices and when the tears will start.
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom article is Naked Wines shareholders will probably need a drink! by Chris Bailey at number six or number 13 if you include Bearcasts.
At 6.22 PM yesterday evening, 4D Pharma announced the reason for its "temporary" share suspension. It wasn't a messy and discounted placing, as I suggested here, but administration. Shareholders will, I fear, lose everything. I discuss who is to blame, what can be done (nothing) and the read-across to a raft of other stocks that could go the same way, including Shield Therapeutics (STX), Cineworld (CINE), Petropavlovsk (POG), Verditek (VDTK) and more.
I start with a logistics issue, which may see Matthew and his dog suffer cold turkey on bearcasts for 3 or 4 days over the summer. I am working on it. Then, to 4D Pharma (DDDD), where young Gary is wrong in condemning the company; Lamprell (LAM); and Deepverge (DVRG), where I make reference to the earlier podcast special.
Last year, AIM sewer poster boy, Deepverge (DVRG), did a placing at 30p. It had misled investors on trading, and its ghastly CEO, Gerry "the arse" Brandon, slated me as not understanding investment. Today, the shares are 10.5p, after awful finals in which, as I explain in this bonus podcast, the company again - by omission rather than act - materially misleads investors. If you own this stock, lube up; there is more pain coming your way.
But instead, I left a birthday party to record this. Such dedication. I start on why Nigel's Barkby (BARK) piece was wrong. Then, I look at Shield Therapeutics (STX), Kefi Gold & Copper (KEFI), Naked Wine (WINE), Nostra Terra Oil & Gas (NTOG) and Trainline (TRN).
It is all panic here at the Welsh Hovel, as our first Sykes Cottages guests arrive in the annexe. Next week, our first paying guest arrives at the Greek Hovel - which you can rent HERE, although it is pretty much booked out until September. I start with B, and why you need multiple accounts to short; his triumph is on Verditek (VDTK). I then cover Dev Clever (DEV), Tirupati Graphite (TGR), Audioboom (BOOM), Corcel (CRCL) and Argo Blockchain (ARB).
I start with my wonderful son, Joshua, losing every race at Sports Day with bravery and humour. Then, onto UK Network Agency; Innovation Agri-Tech; Eden Pharma; the wretched FCA's failure on £65 million fraud, Appbox Media/One True View; Ocado (OCDO); Morses Club (MCL); Cake Box (CBOX) - where Steve is wrong; Verditek (VDTK); and Shield Therapeutics (STX).
He might come home with a raft of certificates for "Welsh speaker of the week", or other such academic achievements, but Joshua is no great sportsman. Yet this afternoon, it is the school sports day, and the whole family is off to watch him. Discussing what lies ahead with him as we walked to school this morning, filled me with pride. In the main podcast, I look at Forward Partners (FWD) - another disastrous 2021 IPO; Petropavlovsk (POG), as it races to zero; Genflow Biosciences (GENF); MGC Pharmaceuticals (MXC) - placing ahoy; and Verditek (VDTK), where things could get very messy within days. Ref MXC, I discuss two historic examples of biotech's presenting data - on AIDS "cures", and its spoof ramp last week.
I have received a number of comments about yesterday's Bearcast. I address some of those cultists, speaking out from the last redoubt. Then, prompted by Three Brains, I look at what a PE of 5 means as a guide to value, and why it can so often mean nothing at all.
Ahead of that, I describe triumph in the garden. Then, I discuss the accelerating Bitcoin crash, Argo Blockchain (ARB) and Cineworld (CINE).
I start with why I was up until 2 AM last night, as discussed HERE. Then, it is on to the fraud, Supply@ME Capital (SYME); M & C Saatchi (SAA); Next Fifteen (NFC); and finally, that golden rule and Westminster Group (WSG).
I describe Thursday morning for me and Jaya, including a stop-in with my parents-in-law. This is relevant, as I discuss what my mother-in-law was watching on TV. I look at the house price bubble, the Bank of England, and interest rates. Then, I touch on THG (THG); ASOS (ASC); Sosandar (SOS); Zephyr Energy (ZPHR) - get your wallet out, Cliff; Wildcat Petroleum (WCAT); Kinovo (KINO); and Boohoo (BOO). I also discuss the notion that MusicMagpie (MMAG) has a list of "spiffing institutional inveestors", and that this will save the company. It won't.
I mix metaphors, after a hard session watering the lawn for ShareStock. Thereafter, I discuss: Canadian Overseas Petroleum (COPL); Wandisco (WAND) and a wasted decade; Argo Blockchain (ARB) and why Mark, who is right about most things, is wrong; Vast Resources (VAST); Tertiary Minerals (TYM); Guild ESports (GILD); and Wildcat Petroleum (WCAT).
In today's podcast, I discuss SUPP (Formerly WPCT), Argo Blockchain (ARB), Cinworld (CINE) and the Vela (VELA)/Truspine (TSP) farce.
I am more panicked by the IRA man objecting to my bonfire. Heck, it is not as if it were the 12th July, and I were wearing my bowler hat with an orange sash, is it? In today's podcast, I look at Skinbiotherapeutics (SBTX); Eurasia (EUA) and a Kraut moron; Supply@ME Capital (SYME); and Argo Blockchain (ARB).
I have just arrived in Wales with my battered diesel van. Bed beckons, as I am still cream-crackered following yesterday's walk. The photos below are from two towns along the route, and show the likes of me and Lucian are greeted with the respect we deserve in that part of the world. I discuss Brian Basham's 26-mile cheat, but still, he is amazing. We have now raised £29,000 with gift aid, and that should rise this week. Feel free to donate, HERE. I discuss the big macro lesson from the walk, referencing Kinovo (KINO); St James Place (STJ), and the troubles one has in a bear market; and Hargreaves Lansdown (HL). Now to bed.
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom article is Following its joint venture with Anglo American, Arc Minerals has the potential to reach production – speculative buy by Gary Newman at number one or number 4 if you include Bearcasts.
In today's podcast, I discuss Argo Blockchain (ARB) and why, later today, I shall be wading through 34 miles of nettles. If you can, please donate to Rogue Bloggers for Woodlarks, HERE.
Yes, I will be wading through nettles, but all for a good cause. To those who have donated, many thanks. With gift aid, as I record, we have now raised £25,600. If you are yet to donate, please help us reach £30,000, by giving a few quid HERE. Talking of nettles, I describe various home-grown triumphs, here at the Welsh Hovel: next week, I hope to make some nettle beer, as well as more elderflower cordial - what do you think? In the main podcast, I discuss discretionary consumer spending; Parsley Box (MEAL); ProCook (PROC); Altyn Gold (ALTN); Optibiotix (OPTI) and a chat with Steve O'Hara, who, of course, you can meet HERE; and AEX Gold (AEXG).
It is just two days until Rogue Bloggers, and we have raised more than £20,000 (with gift aid). Let's try and reach £25,000. I discuss rain, nettles and the inevitable pain on Saturday. Please donate, HERE. Then, the twit of the day contest: Boris v Harry of Kefi (KEFI) v Mark Steward, who has disgraced himself on Genflow (GENF). I then discuss Nostra Terra (NTOG) (praise be the lord), with a target price of 0p; the fraud, Supply@ME Capital (SYME); another Steward screw-up; and ITM Power (ITM).
Given it is hammering down here in North Wales, I bet Mr Mellon is somewhere far sunnier than Port Erin. The graphic below is from him, and I discuss it in detail. Then, I look at those determined to ignore clear warnings, ref Petropavlovsk (POG). I cover incomplete and thus, potentially deceptive, RNS statements ref. Nostra Terra Oil & Gas (NTOG), before assessing Fulham Shore (FUL) in detail. With gift aid, we have now raised £19,700 for Rogue Bloggers for Woodlarks - please help us reach the £20,000 landmark today (D-3 days), HERE. Finally, my podcast on falling out with Dominic Frisby, 1939 and all that can be accessed, HERE.
I estimate Cineworld (CINE) is worth c. 2p per share, as noted in yesterday's bearcast. Perhaps my greatest flaw is overkindness. It is a real failing, with which I constantly struggle. Anyhow, Evil Banksta - being a banksta - has no such problems, and takes me to task for my generosity. He explains:
On 18 February, at 25.5p to sell, the big bear call was greeted with abuse from BB savants, who, unsurprisingly, always know better. Shares in Shield (STX) are now 14.6p, and the final collapse to c. 5p is now set to begin. Double up on your shorts. In this podcast, I discuss Argo Blockchain (ARB); Nostra Terra Oil & Gas (NTOG) and its unsavoury CEO, Matt Lofgran - praise be the Lord; then, I look at Genflow Biosciences (GENF), as its shares continue to tank; Challenger Energy (CHAL); Eurasia Mining (EUA); and Petropavlovsk (POG), where the target remains 0p. Finally, I remind you that Rogue Bloggers for Woodlarks is just 4 days away, and we are at 34% of the target. If among the 92% of listeners yet to donate, do give a fiver (or a tenner), HERE.
It is just five days to Rogue Bloggers for Woodlarks and we are at just under 33% of our target so can the 93% of listeners yet to donate please do so HERE. In today's podcast I cover the quarter of a billion quid blown, largely by Neil Woodford, at Rutherford (RUTH) and how that made Woodford,personally, even richer. I name and shame a couple of those who enabled that scam. I look at Wildcat Petroleum (WCAT), Guild ESports (GILD) and Cellular Goods (CBX) and the piss poor Times' idea of breaking news, I mention Optibiotix (OPTI),look at Eve (EVE) which seems to be a zero to me, at spineless and busted Cineworld (CINE) and in detail at ADVFN (AFN) and its woes.
Today we are donating £2500 to Rogue Bloggers for Woodlarks. I don't ask you to follow suit but if you are among the 93% of listeners yet to donate to this cause with just 6 days to the event how about giving a fiver here? Then onto Genflow (GENF) in light of the Hindenburg dossier HERE. Then after observations from Chris Bailey earlier on Barratt (BDEV) I look at house prices and house builders.
The dossier below from bear raiders Hindenburg is the stuff of movies. You could not make it up. It strikes me that Nasdaq listed Enochian (ENOB) is a zero as the man behind it, Serhat Gumrukcu, is a lifelong criminal now facing a possible death sentence in the US as he is charged with having a whistleblowing former associate murdered. There is a UK angle which I discuss in bearcast later, the unclear links between the CEO of Genflow Biosciences (GENF), Endochian, Dandrit Inc and Serhat. Enjoy.
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom article is Stuff going on at FTSE 100 giants Unilever and Glaxo! by Chris Bailey at a number four or number 8 if you include Bearcasts.
I discuss Manchester vs Geneva airport and why you should not believe everything you read in the Daily Mail. In a week's time I will be, I hope, three quarters of the way through Rogue Bloggers for Woodlarks. If you are among the 93%of listeners yet to donate please do so HERE. Then I look at Neil Woodford and Harcus Parker finally filing its claim against ACD Link. Finally it is Versarien (VRS)
Recovering from several lectures on the evils of Brexit, I send you greetings from Frogland this Bank Holiday Thursday. In today's podcast, I look again at the Tern (TERN) - Pires (PIRI) merger. I then discuss three slam-dunk zeros: Kinovo (KINO) - whose shares should be suspended with immediate effect - Versarien (VRS) and Nanosynth (NNN), where the new CEO, Mark Duffin, is a complete clown. If he does a deal in snails, as he suggests, I am a Dutchman.
I discuss last night's hell in Frogland. Then, I raise two new red flags at the Supply@ME Capital (SYME) fraud, before looking at Tern (TERN), and Parsley Box (MEAL) as it heads to zero.
I start with my weekend at the Christian retreat. Who would have thought that I'd be spending a Saturday night alcohol-free, sitting around a campfire as folks strummed guitars and sang to Jesus? I reflect on that, and, on the subject of weekend suffering, urge those of you yet to donate: please do so, HERE. Then, I discuss September 10, when I hope you will join me at the Welsh Hovel for an all-day bar, great local food and a day of expert talks. Yes, it is time to book into Sharestock! HERE!
These are the most-read articles and most listened-to Bearcasts of the week. The actual most-read non Tom article is by me, last week’s pub quiz. The most read non-Tom, non-quiz article is Busy Thursday – BT Group, Johnson Matthey and Auto Trader by Chris Bailey at a non-leaderboard Number 17 or Number 23 if you include Bearcasts.
I explain my anger, and why the weekend ahead will be sheer torture. Think of my suffering and donate to Rogue Bloggers, HERE. Then, put 10 September in your diary, and keep it free. More on that next week, when I shall be in Frogland with Joshua and Olaf. In today's podcast, I cover Versarien (VRS), Audioboom (BOOM) and Advance Energy (ADV). ).
First of all, I ask the 94% of you yet to donate to Rogue Bloggers for Woodlarks: please do so HERE, so we can surge past 25% of target (without gift aid) tonight. Go on. Then, I look at Jubilee Metals (JLP); Restaurant Group (RTN); Purplebricks (PURP); Vast Resources (VAST); BT (BT.A); the windfall oil tax; and why the Tories have utterly lost the plot. Then, at Genflow (GENF), Nostra Terra (NTOG) and the massive scandal I exposed today, HERE & HERE.
I'm sorry, but I have a reputation to protect. This is all to do with an excellent cause, which 94% of you are yet to support. Please do so, HERE. I then discuss Bluebird Merchant Ventures (BMV); Amigo (AMGO); Versarien (VRS); THG (THG); Morses Club (MCL); and Argo Blockchain (SPOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOF).
In today's podcast, I discuss Asimilar (ASLR); Dev Clever (DEV); Simec Atlantic (SAE); Powerhouse Energy (PHE); Amigo (AMGO); and Vast Resources (VAST). It goes without saying, but I say so anyway: if you are among the 95%, PLEASE COUGH UP NOW, HERE.
I start with the usual. 94.5% of you are yet to donate, despite the cows, nettles and thorn bush of the weekend. Go on, just a tenner for Rogue Bloggers for Woodlarks; you know it makes sense. Please donate, HERE. In today's podcast, I discuss Vin Murria and M&C Saatchi (SAA); the scoundrels at Ince (INCE) and Deepverge (DVRG); Vast Resources (VAST); Audioboom (BOOM); and finally, Tortilla Mexican Grill (MEX), as it buys Chilango. This looks all wrong - another member of the 2021 IPO hall of shame?
I start with the cows, my red face and pain. Read all about it HERE and then urge you to leave the 95% and make a donation to Rogue Bloggers for Woodlarks HERE. Then I discuss Hargreaves Lansdown (HL.), Neil Woodford and whining underperforming fund manager Nick Train of Lindsell Train
I was not at the show, but have had feedback. What were your takeaways from Vin Murria, Adam Reynolds, Nigel Wray et al? Please do post in the comments section. Instead, I was on a 23-mile walk. I report on the good news and also how, thanks to a herd of cows, I am in complete agony tonight. Photos tomorrow, as bed beckons. Think of my complete pain and, if you are among the 95% of listeners yet to donate, please do so HERE.
Tomorrow's training walk really will start at 4.30 AM. I promise. If you are among the naughty 95% yet to donate, please do so HERE. After that, there is more work on the Ha-Ha, ahead of a new idea which I will announce next week. I start with how NOT to get a job, when I was the one who got you an interview! I end with why this year, it will be I, not Malcolm, who calls the housebuilders right. In between, I discuss a share my SIPP bought yesterday; the fund and games with Vin Murria at M&C Saatchi (SAA); Cellular Goods (CBX); and THG (THG)
As you grow old, you should learn from investing. In that vein, I discuss my 1997 encounters with Adonis Pouroulis of Chariot Oil & Gas (CHAR), and why I'd not touch Chariot with a bargepole. I also discuss investing in a bear market, what we should do and the irrational decisions others will make, looking at AAA, Asimilar (ASLR) and Audioboom (BOOM). I then examine Guild ESports (GILD), and what I believe is an upcoming placing at 1p. That will also kick Cellular Goods (CBX) in the golden balls. Finally, I discuss renting out the Greek Hovel, as you can see HERE, and urge the 95% of listeners yet to donate to Rogue Bloggers for Woodlarks, to do so HERE.
In today's podcast, I suggest 3 questions you should ask of a certain speaker at UK Investor, and I shall be very proud of anyone who has the nerve to do so! I look at Eurasia Mining (EUA); Kavango Resources (KAV), run by flip-flop, Ben Turney; Strip Tinning (STG); Deepverge (DVRG); Audioboom (BOOM); and Nanosynth (NNN), where I slash my target price to 0.1p. 95% of you have yet to donate to Rogue Bloggers for Woodlarks. Come on, I am sure you can spare a tenner - please do give HERE.
In today's podcast, I look at: Vast Resources (VAST) and the bogus bear squeeze; Eurasia Mining (EUA); Powerhouse Energy (PHE); Kinovo (KINO) and the fallout from my scoop yesterday, which is now confirmed; Made.com (MADE); and why Petropavlovsk (POG) is a zero. Also, do grab a (free) ticket to UK Investor on Saturday; tomorrow, I shall give the question you must ask one of the presenters. The Rogue Bloggers for Woodlarks have now raised 21% of their target. To the 95% of listeners yet to donate, please do so HERE.
In today's podcast, I cover Eurasia Mining (EUA), Made.com (MADE), Vast Resources (VAST) and Petropavlovsk (POG). I have more shocking news on Kinovo (KINO), whose shares should be suspended, and discuss FinnCrap (FCAP). I promise never to mention the company again if its CEO, smug Sam Smith, donates £100,000 to rogue bloggers for Woodlarks. Of course, she won't. So I must ask the 95% of Bearcast listeners yet to chip in: please make your donation, HERE We are now at 20% of target - go on, make it 21% by tomorrow!
In this podcast, I discuss a double dose of suffering - but not that which I promised - and beg you to donate to Rogue Bloggers for Woodlarks, HERE. I also discuss two companies where something stinks badly: HUI International (HUI) and Audioboom(BOOM). And, yes, I have seen the story in the loathsome Mail on Sunday. It stinks, too!
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom article is Ferrexpo looks like a good recovery buy with large upside as long as its operations in Ukraine continue uninterrupted by Gary Newman at a sexy Number Six or Number 11 if you include Bearcasts.
His point is about the structure of one of a raft of uber-dog IPOs of 2021, Seraphime (BUMP). But that structure is common to a number of other dogs and willl be their downfall. I am in agony as I prepare for bed for reasons explained HERE. But tomorrow I shall do a 20 mile Woodlarks training walk none the less. Please think of my extreme pain as I walk towards Chester and if you are among the 96% of listeners yet to donate to this great cause please do so HERE
In today's podcast, I discuss Elon Musk and Twitter; Vast Resources (VAST) & associated scumbags; Optibiotix (OPTI); Condor Gold (CNR) and why comrade Jim Mellon must pay up soon; and the complete and utter Irish jackanory spouted by Hydrogen Utopia (HUI) and Powerhouse Resources (PHE): those holding shares in either company are certifiable. We are now just £68 away from £10,000 in the Rogue Bloggers for Woodlarks (plus gift aid) fundraise. On Sunday, I really will do a 20-mile training walk. If you are amongst the 96% of listeners yet to donate, please do so today, HERE.
In today's podcast, I discuss the FTSE 100 sliding; bitcoin's crash; Coinbase; Online Blockchain (OBC); Argo Blockchain (ARB) and 3 questions Peter Wall MUST answer; Cellular Goods (CBX), where Wall today stepped down as chair (odd timing); Verditek (VDTK); the shame of Innovate UK and ex-footballer and NFT spiv, Michael Owen; Petropavlovsk (POG); and Versarien (VRS), where a cash crisis looms. Now, to brace myself: the mother-in-law will arrive at her new home in just a few hours.
I start with some great news: my mother-in-law is moving to the next village tomorrow. Watch out Farndon! Then, I look at Trafalgar New Homes (TRAF); Fevertree (FEVR); Mirriad (MIRI); Supply@ME Capital (SYME); Dignity (DTY); and Zephyr Energy (ZPHR).
Cliff admits he will lose, so has decently added £5 to his Rogue Bloggers for Woodlarks donation. Why not join him? Leave the 96% of listeners yet to donate, and chip in today, HERE. The bet is on Zephyr Energy (ZPHR), where Cliff is long (and wrong). I offer him the chance to double up with a bet on Wildcat Petroleum (WCAT), following its bonkers RNS yesterday. But I think he is too smart to take that. I also look at Versarien (VRS), Eden Research (EDEN), Kefi (KEFI), and Amur Minerals (AMC), on a day of water triumph at the Greek Hovel. How I wish I was there.
I discuss today's minor triumph regarding the rule-breaking Tory Toff, Earl of Shrewsbury, and if inflation is not hitting some of us. I look at Vast Resources (VAST); Avacta (AVCT); in much more detail, Amur Minerals (AMC); and finally, Argo Blockchain (ARB). There was no Rogue Bloggers for Woodlarks training walk yesterday, as I was aching so much from 10 hours gardening on Saturday. Instead, I did another eight hours gardening, here at the Welsh Hovel. I will post some photos later. Please enjoy my suffering, but do not remain amongst the 97% of listeners yet to donate. Please donate - if only a fiver or a tenner - today, HERE.
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom article is Always Prepare for a Good Story Going Wrong as Gear for Music Hits a Sour Note by Malcolm Stacey, leaping back in to the leaderboard after a long absence, at a fantastic Number 1 or Number 8 if you include Bearcasts.
You will think me mad but let me explain. Before that I discuss the growing scandal at Kinovo (KINO) and who should pay. I also discuss gardening and walking. I tortured my body with a full day of the former today (and I am not done yet) but am not sure how I will torture myself tomorrow but torture myself I shall. So please if you are among the 97% of listeners yet to donate to Rogue Bloggers for Woodlarks please do so HERE. Finally some thoughts c/o Peter Schiff on inflation.
I start with the warning of a three-day bearcast break in the summer, and explain why. And of how the cat has stolen all the Es. Then, it is onto the local elections, and a warning for complacent Tories about the thief in the night. Then, Cathie Wood and ARK, which really is going down the plughole. I look at new Sub Standard List IPO, Kendrick Resources, and give it the Bird. I cover bitcoin; Argo Blockchain (ARB); McColls (MCLS); Kinovo (KINO) - where somebody should be sacked; Wildcat Petroleum (WCAT); and Powerhouse Energy (PHE) . I explain what Steve Moore should do on his weekend "lads break"in Skegness. Oh to be young again. Irony. I forgot to say: thanks to all those who have now donated to Rogue Bloggers for Woodlarks. I shall be training hard again this weekend, with a day of gardening and an 18-20 mile walk. Think of my suffering, and, if you have donated, I thank you. If you are among the 97%of listeners who have not, PLEASE DO SO HERE.
The reference is to the fact that there is only 1 candidate in the local elections where I live and he is a king sized dickhead. From that I move onto interest rates and why they should have been increased by more than 0.25%. Of course we should not be in this inflationary mess anyway. Then it is onto Vast Resources (VAST), Trainline (TRN), Seraphime (BUMP),Parsley Box (MEAL) and musicMagpie (MMAG). I will try to complete my long promised share purchases tomorrow and to discuss them then.Thank you to all who have donated to Rogue Bloggers for Woodlarks. We are now at 15% of target but still 97% of Bearcast listeners have yet to chip in. Come on, just a fiver or a tenner: please do donate now HERE. PS The reference to Kirstie Allsop and a podcast is about this one HERE.
I start on BP (BP.) and the crap talked about record profits, its actuall losses and a windfall tax. Then I look at the Love Hemp (LIFE) scandal and who should go to jail.Then at madness at Vast Resources (VAST) and McColls (MCLS) and at why I cannot recommend a purchase in Minoan (MIN) and have not for a long time but will not stick the knife into a man who helped save my life. I look at why some Open Orphan (ORPH) shareholders should sue iii.co.uk. Finally I have a look at Boohoo (BOO). PS I will mention my new share purchases tomorrow if I can sort out a bit of paperwork. And PPS Thanks to the new donors to Rogue Bloggers for Woodlarks.we are now at 11% of target ( £5,582) but still98% of listeners have yet to donate. I am sure you can afford a fiver or a tenner, please give now HERE.
In today's podcast I forgot to thank those who have donated to Rogue Bloggers for Woodlarks over the weekend. I thank you now. But c98% of listeners have yet to donate. I am sure you can manage a fiver or a tenner please do give now HERE. Then I answer a call to sack me for a Staceyesque "crime" and discuss Jubilee Metals (JLP),Yooma (YOOM), Love Hemp (LIFE) and the utter cretins at Aquis Regulation, Vast Resources (VAST) and Avacta (AVCT).
I forgot to mention Woodlarks. Thanks to those who donated yesterday but I must keep nagging you all. Still 98.5% of bearcast listeners are yet to donate, surely you can spare a fiver! Please donate HERE. In the podcast I consider why profits warnings are at record levels and how long they will stay at such levels and what that means.
In this Bearcast, I start with the pain I feel after a training walk, knowing that 99% of Bearcast listeners have NOT donated to the rogue-bloggers-for-Woodlarks article. My first big training walk is described (with photos) HERE, and you can make that donation HERE. Then, it is onto Jubilee Metals, and 2 reasons why I expect the shares will head to 25p. Finally, you may have noticed Malcolm Stacey's absence. I explain all; I don't think I am being unreasonable.
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom article is The View From The Montana Log-Cabin As Gold (And Everything Else) Sells Off by Nigel Somerville at Number 3 or Number 10 if you include Bearcasts.
Cue a rant on teachers and other public sector workers! I then discuss ADVFN (AFN); Mkango Resources (MKA); Parsley Box (MEAL); McColls (MCLS); Sensyne (SENS); Petropavlovsk (POG); and Vast Resources (VAST). Then, I look in detail at Nightcap (NGHT) and AO World (AO.)
This morning, I had a long chat with an industry insider, concerning the latest death spiral from the fraud, Supply@ME Capital (SYME); what I relay to you is truly shocking. Anyone holding these shares is bonkers.
In today's bearcast I discuss the different regulatory failings of AIM and the Standard List referring to 2 companies worth 0p, Vast Resources (VAST) and the fraud Chill Brands (CHLL) and the lies they tell. I look at Amur Minerals (AMC) and Eurasia Mining (EUA) and in detail at Novacyt (NCYT). I mention Jubilee Metals (JLP) where I am a loyal shareholder.
Last time, the complainant was anonymous; this time, it was Julie Meyer. I describe my chat. Suffice to say that Ms "sex toy on expenses" Meyer will again be frustrated. I contrast these Police visits with the way they failed me when I exposed the Chill Brands (CHLL) fraud, and was then harassed and smeared - I wonder how the guilty men, notably those at Buchanan Communications, feel this afternoon. Today, I deserve a shed load of ouzo after numerous triumphs and, in turn, I look at Chill, Supply@ME Capital (SYME), Bidstack (BIDS) and Vast Resources (VAST). Actually, I am joking about the ouzo: the kids and I are off to buy a hosepipe extension, some lavender plants, and an ice cream for Joshua. That is our reward.
I start on the news from Twitter & Elon Musk. Then, I look at Wildcat Petroleum (WCAT); Novacyt (NCYT); Vast Resources (VAST); the stinking RNS from Nightcap (NGHT); and Versarien (VRS), where the TWO death spirals are starting to bite, as the cash crisis intensifies.
I record looking up at the mountains behind the Greek Hovel. Why on earth are we heading back to Wales? I shall miss this place badly. Then, onto Netflix. Finally, I explain why Malcolm is wrong on shares generally, but also on Gear4Music (GFM), where the only unknown is the scale of the share price collapse, a process far from complete.
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom is Centamin – Q1 Disappoints, Or Does It? by Nigel Somerville at Number 3 or Number 10 if you include Bearcasts.
The screen shot below is from a "private" telegram group which this crooked CEO clearly thinks folks like me or the FCA do not have acess to. Au contraire...
I start with Pure Gold (PUR) and today's utterly misleading release; the red flags do flutter in force here. The onto Kefi Minerals (KEFI), where 'arry bloody Adams does not understand why his NEDs are 100% discredited. Finally, I have two challenges for loathsome Neill Ricketts, as he steers Versarien (VRS) towards a crash landing.
I start with good news concerning my mother-in-law, which suggests my current living - where folks pay £5.99 a month to hurl abuse at me - is maybe not such a desirable career. Then onto Kefi Gold & Copper (KEFI), and what I have told 'arry Bloody Adams should happen next, in light of his latest e-mail to me. Then onto Vast Resources (VAST) and Eden Research (EDEN), not Pharma as I misspoke in the podcast. Finally, Gear4Music (G4M), which is enough to turn fanboys Paul Scott and Malcolm Stacey to drink. Vindicated yet again as a bear, I warn of worse to come, following today's bullshit-heavy trading statement.
In today's Bearcast, I start with Guild ESports (GILD), and a collapsing party house of cards. I refer to the David Williams of Avanti infamy shocker - it is still a cracking short. Then I comment on Petropavlovsk (POG), where I am surprised no one has feigned offence at my earlier headline. There is a bit on NightCap (NGHT), but most of this podcast covers Kefi Gold and Copper (KEFI). Matthew and his dog will be delighted by that section.
This has been the most stressful day in Greece for a long while; I really do need a holiday. I explain all. Then I look at Sensyne (SENS); Chill Brands (FRAUD); Blue Star Capital (BLU) and an AGM shock that may trigger the collapse of the Bixby, Edwards, Frangos, Story and Peter Wall house of cards. Then it is onto Canadian Overseas Petroleum (COPL), where today's placing vindicates me. I argue that a 20.75p share price is a compelling shorting opportunity on a risk-reward basis. Matthew and his dog will enjoy that section, as Arthur Millholland, the snake oil salesman at Canadian, really is talking shite in today's release. I am so angry.
Listen to the 20 most listened-to Bearcasts since January 1st and you'll hear nearly seven hours of Tom's dulcet tones unwinding the unexplainable, embarrassing the shameless, and chiding the ridiculous (Music Magpie holders? Chill Brands RNS's?) Plus cats, gardening, and, if I heard these correctly, life as a single mother.
I have been bearish on this for a while, unable to understand the valuation from the IPO. Shares in THG, The Hut Group as was, now trade at a new low of 95p. There are a couple of matters to discuss ahead of numbers on Thursday, notably a management departure and suggestions of late payments to suppliers. Is this window dressing as per Canadian Overseas Petroleum (COPL) and its December 31 cash number, or something worse?
Happy Easter to you and your families. Today's podcast looks at four ways, some very easy indeed, to clean up London's share markets, the AIM sewer and the Standard List. I cannot see any argument against what I suggest, but maybe you can think of a few.
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom non Darren story is Takeovers and the (boring) worlds of BT Group and Vodafone by Chris Bailey at Number 8 or Number 14 if you include Bearcasts.
I discuss proposals to replace the FRC; why attempts to stop the crook, Elon Musk, are so misguided; and new wildlife diversity at the Greek Hovel.
I mention Julie "Lingerie on Expenses" Meyer MBE and her Easter message HERE. Then my lecture, unlike that of Malcolm earlier, is not about God but Mammon and specifically why all broker research is corrupted and why it can be ignored.
I discuss: Twitter and the bid from Elon Musk; Petropavlovsk (POG); Canadian Overseas Petroleum (COPL); FinnCap (FCAP); today's trading statement; and problems with Greek workmen.
I start with Deliveroo (ROO), whose IPO was at 390p - a year later, the shares are at 106p. What went wrong, I ask, and what now for the shares? Then to two placings: Vast Resources (VAST) announced its placing on Monday; I discussed the one Canadian (COPL) has been working on since last Thursday, last night. It seems to be struggling, but I expect it will be announced by the company tomorrow. Both placings stink, and decent regulators would be all over them. I explain why.
I am just so tired and, needless to say, the carpenter has not done his work. But snake-repellent canisters have been put out. More on that later. Today, I chat about: EasyJet (EZJ); Fox Marble (FOX); Bluebird Merchant Ventures (BMV); and Vast Resources (VAST).
I start with news of flooding at the Welsh Hovel, and end with a reminder of podcasting schedules as I head to the Greek hovel. Then, I apologise to Peter Brailey as I cover: Simec Atlantic (SAE); Kefi (KEFI); Ince (INCE); Arden (ARDN); Cellular Goods (CBX); Chill Brands (FRAUD); Gatemore fund managers and Sensyne (SENS); Mark Slater and the folly of attempting corporate regime change; and Audioboom (BOOM).
I start with a few words on vegetables here at the Welsh hovel. Then onto today's election in France, and finally, the £16.60 pub burger in Wales: what is happening and what does it all mean?
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom story is Sleaze on AIM: Oilex looks very leaky – just look at the share trades! by Gary Newman at Number 13 or Number 20 if you include Bearcasts.
I explain why the podcast is late. Apologies. Then I look at a bubble that is clearly bursting, what caused it and what happens next. I mention a number of companies, including: Cellular Goods (CBX); Seed Innovations (SEED); Eden Pharma; and Chill Brands (CHLL).
I start with football and a question from last night’s West Ham game, concerning how society now views crime and criminals. Then onto the lessons from the collapse of Sensyne (SENS), the bastard child of Neil Woodford and sleazy Lord Drayson. Finally, I look at: Canadian Overseas Petroleum (COPL); Bidstack (BIDS); Angus Energy (ANGS); Sound Oil (SOU); the odd case of NFT Investments (NFT); and the Bixby/Edwards/ Frangos/Storey/Peter Wall gang.
Five others are mentioned but are not on the list. I explain why each will go to zero, and when. Not all of the 15 are shortable but a good many are. Enjoy.
Fear not: no waffle; this is not bad. I start with Rishi Sunak, his Mrs, and tax non-payment. Then, I look at: Canadian Overseas Petroleum (COPL), caught telling another monster porky today; Vast Resources (VAST); Omega Diagnostics (ODX); Victoria Plumbing (VIP); Arden Partners (ARDN); Ince (INCE); and a new uber dog on the Standard List – Ajax Resources (AJAX), another overvalued example of crony capitalism.
I start with thoughts on changes in the divorce laws, then discuss: Canadian Overseas Petroleum (COPL); Sosandar (SOS), Avacta (AVCT); and finally, in detail, Victorian Plumbing (VIC).
I start with a personal reflection, as it is my late dad’s birthday. Then onto the wider scandal, highlighted by my expose of Canadian Overseas Petroleum (COPL). I discuss Avacta (AVCT), Supply@ME Capital (SYME), and how long one can defy gravity, before concluding with a detailed look at the numbers behind Moonpig (MOON), where, I suggest, shares will head much lower.
I start by explaining yesterday’s late bearcast and the reason I am in such a foul mood today. Then, I look at Versarien (VRS); Fulham Shore (FUL); One True View; Eden Pharma and FCA failings; and, finally, at Victoria Oil & Gas (VOG), where I predict, at best, epic dilution.
Not only are Optibiotix (OPTI) shares not flying (yet) but part two of my retirement plan has also been scuppered as I explain, by the imminent arrival of my in-laws to live in our annexe. I am busy preparing for that and also sorting out the garden ahead of a Greek trip, hence a late bearcast. In that, I discuss whether foolks really are paid to post rubbish on Bulletin Boards, why some companies set up a new holding company and at Carnival (CCL) and elsewhere why an obsession with E &S lets poor G ( shocking greed) take place.
These are the most-read articles and most listened-to Bearcasts of the week. The fact that BREAKING: Darren Atwater Resignation letter is the most read article this week quite disturbs me: were ShareProphets readers thrilled or dismayed at the news? (It was, of course, an April Fools.) The most read non-Tom story is Friday news I missed last week from Rolls-Royce and Imperial Brands by Chris Bailey at Number 10 or Number 16 if you include Bearcasts.
I have today been disinvited from the Woodford TTF event, so if you paid £75 to hear me, ask for your money back. I’m sure the FT’s happy, and I discuss what you will NOT now hear. I also discuss today’s April Fool on ShareProphets - which some of you fell for! Finally, I look at 4D Pharma (DDDD); Verditek (VDTK) – is that the Fat Lady I see?; Eden Research (EDEN), and the issue its auditors will have; and musicMagpie (MMAG), with today’s share price lurch in mind.
Apparently, the chap from the FT may object to me reminding those at the April 5 Woodford event that his paper, like the wretched Mail on Sunday, Daily Mail, Sunday Times et al DID suck Woodford’s PR cock. Elsewhere, I discuss Red Rock Resources (RRR); Skibiotherapeutics (SBTX); Amigo (AMGO); Avacta (AVCT); Inspirit (INSP); and Mirriad Advertising (MIRI).
Only kidding, Elric – the bit about Optibiotix (OPTI) is at the end. Before that, I discuss bear market-funding economics (it is more interesting than it sounds); c/o Luke Johnson; Russia & Ukraine; ADM Energy (ADME) and its pre-bailout-placing spoof; Vast Resources (VAST); Versarien (VRS); and then, matters to keep Mr Lemming happy.
I start with Mello Events, which last night exposed itself as a PR promoter, failing to allow any questions about the elephant in the room: musicMagpie(MMAG). Then to Optibiotix (OPTI) and Skinbiotherapeutics (SBTX), after today’s news from the latter. I have spoken to both Steve O’Hara and Stuart Ashman. As Les points out in the comments section, the silver lining for you is the postponement of my retirement – but not for long. The market has over-reacted: long-term, these two companies will subsidise the goat farm, as I explain in detail.
This is a very long podcast, covering: Optibiotix (OPTI); Skinbiotherapeutics (SBTX); Kefi (KEFI); Bluebird (BMV); Ten Lifestyle (TENG); CakeBox (CBOX); Deepverge (DVRG); Petropavlovsk (POG); Eurasia (EUA); and Amur Minerals (AMC).
I start with an apology for yesterday’s downtime, explaining what happened. Then I look at the musicMagpie (MMAG) saga, and why what I have discovered is so utterly damning. I also discuss today’s expose on paid social media influencers HERE. Regarding that, HERE is where the SEC did what the FCA should be doing, but I fear will not unless we enter a prolonged bear market where many lose cash.
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom story is Centamin – 2021 FY Numbers And Dividend: Is It Now A Sell? by Nigel Somerville at Number two or Number four if you include Bearcasts.
Yesterday all of you said i should sack him. But the sad old geezer has texted me today. I relay what he wrote and ask, in today’s edition of the Moral Maze, if I should still sack him? The answer I think you will give, bears direct relation to both musicMagpie (MMAG) and Advanced Oncotherapy (AVO) which I discuss. I also cover Petropavlovsk (POG), Amala Foods (DISH), Zak Mir, Richard “Nobody Likes me and I do not care” Jennings and Lift Ventures whose IPO seems not to be quite as “imminent” as Zak told us it was two months ago.
I give you the circumstances and ask should I sack this old bloke? I can see no reason not to even if it forces me to have to learn how to slate. Then I look at BlueJay Mining (JAY), musicMagpie (MMAG), McColls (MCLS), and the almighty joke that is Standard Listed Fragrant Prosperity (FPP) which is, as I explain, worth less than nothing.
I start by explaining why my next musicMagpie (MMAG) article was delayed until tomorrow. It is all to do with a Greek, a lorry and a shortage of bubblewrap in Wrexham. I draw your attention to a real share trading oddity at Magpie before heading on to discuss whether Vast Resources (VAST) or Catenae (CTEA) will go bust first. Finally a detailed look at Dignity (DTY) where that combination of zero earnings visibility, past overcharging of punters and a wreck of a balance sheet spells even more gloom ahead.
I explain why and about a bit of a mishap as I left Wales. The it is onto musicMagpie (MMAG) after this piece earlier, Parsley Box (MEAL), Chill Brands (FRAUD), Online Blockchain (OBC), TrustPilot (TRST) and Knights Group (KGH). After my enforced training walk thismorning you can donate to Rogue Bloggers for Woodlarks HERE on the news of our new star walker.
Forgive the voice. Last week’s cold has left me sounding like I have been swallowing gravel. I start with a few words about distractions today which included ordering 72 blackthorn plants and 12 wild blackberry bushes and fetching antique Welsh furniture to go to Greece. Then I ponder whether Nigel is reinvesting his Ariana (AAU) dividends in Ariana (AAU).I explain why I am not and where I am putting the cash. Or rather I am sitting on the fence between Optibiotix (OPTI) and Skinbiotherapeutics (SBTX). The 3x company I mentioned on Saturday, is a well known one and will be exposed via a multi-part series kicking off tomorrow at 8.30 AM and it is, I am sure, a zero. Ahead of then I discuss what makes a real bear market and how it affects rubbish stocks out of cash. Until you see a good few RNS statements each month saying that “shares are suspended pending clarification” you are not in a bear market. In that vein, I mention three POS companies which RIGHT NOW have no cash and are burning it: Vast Resources (VAST), Chill Brands (CHLL) and Supply@ME Capital (FRAUD) and I discuss the next steps for that trio and why the net is tightening on them.
I start with a few words on some odious remarks made by Ukranian President Zelensky and a few more on Radio 5 Live Rugby commentary which was just so bad it was off the scale. Then it is onto share buying which is a sell signal, referencing two Nigel articles this weekend on UK Oil & Gas (UKOG) and Advanced Oncotherapy(AVO) but bringing in incidents at Amur Minerals (AMC), Nanosynth (NNN) when it was the Strat Aero fraud and Jim Mellon’s Condor Gold (CNR)
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom story is Centamin – 2021 FY Numbers And Dividend: Is It Now A Sell? by Nigel Somerville at Number two or Number four if you include Bearcasts.
The failure of twitter to clean up the sort of filth that makes it a sewer relates to this tweet.The matter of unusual prayers is discussed at the end of the podcast. The diary date is for THIS EVENT and the I chat about the 3xs, not my ex wives but the sources an investigative journalist needs. One 3x was in touch on Friday ….
In today’s podcast I look in detail at Deepverge (DVRG) whose CEO Gerry Brandon is a 100% arse and whose most recent RNS is utterly deceptiive. I also look in detail at musicMagpie (MMAG) where a placing will be messy but is a slam dunk cert if the Fat Lady is not to make an appearance and at Cineworld (CINE) which remains a slam dunk short.
I do comment about Julie Meyer’s latest tweet. Suicide is no joking matter and this act alone should see her lose her MBE. But most of this podcast is about events today at Optibiotix (OPTI) whose core businessis not worth MINUS £12 million as Mr Market implies. Ahead of the 24th March FYB! A pedant points out that at 14 mins in I say Optibiotix shareholders will get a distribution of 36-38%of Skinbiotherapeutics – clearly meant Probiotix. Apologies – long covid strikes again.
I discuss the latest developments in Ukraine. Then I move on to Fevertree (FEVR), Tern (TERN), Braveheart (BRH), Iofina (IOF) and the fraud Chill Brands (CHLL) and the bucket shop based maths based on liquidity, or rather the lack of it.
My quiz question has an Irish theme, I have a Greek Hovel offer or the genesis of one and, indulge me in this day of sweet victory, I then discuss in detail the strange death of the fraud Chill Brands (CHLL) as we wait for the last rites to be read.
I discuss those threats and at a company level I add commentary on Nightcap (NGHT), Cake Box (CBOX) Chill Brands (CHLL), Cellular Goods (CBX) and Supply@ME Capital (SYME)
There was no Bearcast yesterday as I was a) knackered after a tough Rogue Bloggers for Woodlarks training walk and then b) a bit pissed after Ireland’s triumph over the infidels. You can now donate to the 2022 Rogue Bloggers walk on June 11 HERE. In today’s podcast I discuss Optibiotix (OPTI), a long chat with Steve O’Hara and an, in my view, mistaken, but for him massive, call by Lemming Investor. I also cover SkinBiotherapeutics (SBTX). The Russia/Ukraine podcast I refer to is HERE
These are the most-read articles and most listened-to Bearcasts of the week. The most read non-Tom story is For those who like taking big risks, Polymetal offers potentially huge upside if the situation in Ukraine is resolved – speculative buy by Gary Newman at Number 2 or Number 8 if you include bearcasts.
I discuss with reference to Tulsi Gabbard, who I admire immensely, and Nigel Farage, who I don’t, what makes someone a Russian asset. Neither Nigel or Tulsi are but that won’t stop certain loons from saying they are. Then a bit more on dangerous fake news. Then I look at Pearson (PSON), Novacyt (NCYT), Nightcap (NGHT), Deepverge (DVRG), Chill Brands (FRAUD) and Supply@ME Capital (FRAUD).
Obviously I do hope Chelsea goes bust and is docked 500 points and finds itself playing next season in the National League so allowing two clubs to be promoted which might just include Wrexham. But what is happening to the Abramovitch sets a dangerous precedent. I discuss this with reference to Evraz (EVR). I look at Parsley Box (MEAL) and the role of certain institutional investors and also FinnCrap (FCAP) in some detail. I predict Parsley will go bust by the autumn notwithstanding today’s dishonest bailout. I look at Oxford Cannibinoid (OTCP) and the growing scandal there and also comment on Eurasia (EUA), then at Chill Brands (CHLL) and that other Standard Listed fraud Supply@ME Capital (SYME). I discuss Summerway Capital (SWC) and Argo Blockchain (ARB) but I start with a parents dilemma.
I start with a recovered Joshua learming a new word. Then it is onto Gfinity (GFIN) and Nigel Wray, Guild ESports (GILD), Parlsey Box (MEAL), the markets and Ukraine, Chill Brands (CHLL) – the day’s biggest gainer (pro tem), a true dead cat bounce and Cineworld (CINE). There is also a history lesson for GCSE student, our in house Euro loon, my friend, Jonathan Price.
What does your listed client have to hide? The truth I suspect. But two days of silence on this Standard listed POS really is not good. I look at what is happening in Ukraine and what happens next and suggest that some Ukranians are now not being sensible or reasonable. I cover Omega Diagnostics (ODX), Amigo (AMGO), Guild ESports (GILD) and Predator Oil & Gas (PRD).
I am shortly off to Tesco then will be in action as the family cook. Ahead of that I look at Deepverge (DVRG) run by the arse Gerry Brandon, wondering which will come first, the next trading warning or the next bailout placing, at Mirriad (MIRI) where I disagree with comrade Stacey, Amigo (AMGO), Chill Brands (CHLL), Jubilee Metals (JLP), Supply@ME Capital (SYME), Cellular Goods (CBX), oil, gold and Ukraine and finally at Argo Blockchain’s (ARB) latest news.
I take a tour through four weekend press articles starting with that greedy scumbag Nigel Farage – I refer in the podcast to THIS PIECE. Then to two great pieces on Ukraine and on the decadent West by Peter Hitchens and Matthew Syed respectvely before discussing the Sunday Times article on CBD and pot stocks. Finally I discuss Chris Bailey’s excellent piece on this website and my own approach to shares I own, mentioning Skinbiotherapeutics (SBTX) and some news breaking in the USA.
The world of investment is never simple, if it was we all would be on the beach all the time. Life – in any case - is always about how you respond to challenges and that brings us to the markets year-to-date. It is little surprise that the Russian ETF market is down over 80% year-to-date (assuming you can trade it) and little surprise that markets in Poland and Germany are both down more than 20%. But despite all the pan-European angst, ETF markets in the United States, Japan, India and China are all down either side of 10%, far worse than the 5% fall seen by the UK ETF market and far, far worse than the year-to-date gains still seen by a third of global markets including Brazil, Chile, Saudi Arabia, South Africa, Turkey, Nigeria and Canada. Of course you all know why: high commodity market exposure – rather than the technology stocks that have dominated many investors over the last decade – has been rather helpful.
These are the most-read articles and most listened-to Bearcasts of the week. The two most read non-Tom items last week were by me – The ShareProphets Sunday Pub Quiz #130 and Sunday Long Reads: Last of the Department Stores, Successful Estate Agent, Secret Taliban, Inside Pornhub, New Goldfish– which should buy me some time against a P45. TW Note, Don’t kid yourself. The most read non-Tom, non-Darren story is After Ukraine it can never be the same again and it is going to be far worse before it gets better by David Scott.
The gardening photos from the Welsh hovel will appear later on my own site. Before then I review the 4 retail stocks of the Lucian Miers apocalypse: Versarien (VRS), Supply@ME Capital (SYME), Eurasia (EUR) and Chill Brands (CHLL) and then my 10 stocks to collapse by Christmas. One has fallen so far it is probably not a short now though I would not buy it while three look set to go to zero, possibly as soon as next week in one case. My 10 are Supply, Chill Brands, Versarien, Avacta (AVCT), Wildcat Petroleum (WCAT), Amigo (AMGO), Cineworld (CINE), Argo Blockchain (ARB), Verditek (VDTK) and Tern (TERN). I also look at the oil price and consider whether those sitting on gains might bank a few profits.
With Chill Brands (CHLL) the only question is when the end game is played out. In this podcast I discuss the nature of fraud and suggest how it is possible that the company is a 100/100 fraud on the spectrum of crime becuase it may have committed a pig and pork type fraud for c£1 million. This podcast has gone to Mark Steward and his team at the FCA asking that it makes an urgent enquiry and if the answer is yes it is suspension and game over. If the FCA is as useless as ever the auditors will cry fowl in the summer and it is game over then. But i am 99% sure that this is a pig and pork and I believe the smoking gun is there for all to see.
I start with a look at wider stockmarket sell offs in the UK, US and especially Germany and what we – who will all be down – should be doing about it. I warn that if you go full bear you could be burned when most shares spike or rebound as will happen at some point. I comment specifically on the frauds Chill Brands (CHLL) and Supply@ME Capital (SYME) and on Ukranian hookers and fake news and also on Ten Lifestyle (TENG). And I discuss pen Orphan (ORPH) vs Braveheart (BRH), the saintly Cathal Friel vs the spiv chancer Trevor Brown. It is all to do with returning capital or not.
I refer to this blow-off piece in the wretched Mail on Sunday, sharedealings by the chairman the next day and alleged bid interest at Audioboom (BOOM). Surely something is wrong here? I discuss the Europa (EOG) fund raise and what the real discount – not the pretend discount referred to in today’s misleading RNS – actually means for all small caps. I look at the shock DotDigital (DOTD) warning and what that says about earnings visibiity generally and would I bottom fish that one stock? Finally I ask if oil proces are close to peaking and if one might bank a few profits?
I start with a look at 5 duff IPOs and the questions folks did not ask: Peel Hunt (PEEL), musicMagpie (MMAG), Nightcap (NGHT), Parlsey Box (MEAL) and THG (THG). Then onto Russian stocks crashing and Eurasia Mining (EUA) delaying its own downfall but only pro tem. Finally a look at Marechale Capital (MAC) backed by my friend Luke but run by the Upper Clas twit of the year. What is Luke thinking of? I run through hard numbers.
Happy St David’s Day and happy pancake day. I start with the spread betters and Russian stocks notably Petropavlovsk (POG), Eurasia (EUA) and Polymetal (POLY). Then I look in detail at MGC Pharmaceiticals (MXC), how it legged over investors in November and is a massive short even now before turning to Vast Resources (VAST), Advanced Oncotherapy (AVO), Cellular Goods (CBX),Novacyt (NCYT) and Avacta (AVCT) my big sector short which has seen its shares collapse to 46p but could easily halve again within weeks.
I start with Ukraine, Russia and all that macro shite and say afew things which challenge the Western narrative and which some of you may disagree with violently. I cover Ferrexpo (FXPO),Amur (AMC) and Eurasia (EUA) in this section. I mention Cineworld (CINE) and then discuss today’s news from Optibiotix (OPTI) and, en passant, Skinbiotherapeutics (SBTX) where I am buying more shares this afternoon.
These are the most-read articles and most listened-to Bearcasts of the week. The most-read article non-Tom article is Postcard From Montana As Gold Blasts Higher and Putin Blasts Ukraine by Nigel Somerville at number six or number 11 including Bearcasts.
Yes it is Mrs Darren Winters and I’d send the snake oil salesman to the salt mines of Rotherham too. I have spoken to a £35,000 victim this morning and this really is a stain on UK financial services that I hope the FCA will finally act on after 25 years of doing nothing. I explain why I hope they might.
I start with events in Ukraine and possible peace and where that leaves some Russian owned stocks. Then I turn to Ncondezi (NCCL) and then a detailed explanation of why today’s Versarien (VRS) analysis matters but also why the cash crunch is coming far sooner than most morons realise and the next bailout for the loathsome Ricketts will not be pretty. And then I ask where next for gold and oil prices and stocks?
This podcast covers Trevor Brown, Braveheart (BRH), today’s shocking warning, Remote Monitored Systems (RMS)/Nanosynth (NNN), Peterhouse Corporate Finance and why AIM Regulation needs to say that enough is enough and bring this sordid shit show to an end.
I start with events in Ukraine and offer a few thoughts. But I also look at a few companies notably Eurasia Mining (EUA), Versarien (VRS), ADVFN (AFN) – one of which is, I think, a buy – and also, en passant, the fraud that is Supply@ME Capital (SYME) and in the context of bitcoin tanking, Argo Blockchain (ARB).
I start with Ms Lingerie on Expenses after the latest bombshell. Then it is ADVFN (AFN), Union Jack (UJO) with its spoof from the Eurasia (EUA) playbook, Seraphine (BUMP), Peel Hunt (PEEL) and FinnCap (FCAP).
I start with a few thoughts on flooded fields then on where next for Julie “Lingerie on Expenses” Meyer after yesterday’s six months in jail (suspended pro tem) bombshell.I fear that things are very soon going to ge much worse for her. Then onto Ukraine and panic, oil and gold. Then onto Hargreaves Lansdowne (HL) and finally as to why I am so proud of the Mrs which is, in a way, linked to Hargreaves.
I comment on the weather here in Wales and then start with those sort of folks who engage in utterly reckless behaviour they know will ruin them. I think of vicars or Tory MPs having unsafe sex with rent boys in the era of the News of the Screws or of Paul Smith the, now ex, CEO of Morses Club (MCL). I look at ADVFN (AFN) and ask if its shares are now cheap at 63p? Then it is onto UK Oil & Gas (UKOG), and to Predator Oil (PRD) where I smell a pre-placing ramp and where the COO is now tweeting like a lunatic. Finally it is Guild ESports (GILD) and Cellular Goods (CBX).
I start with some thoughts on Ukraine and Russia which some of you may disagree with. Perhaps what is happening there will be a handy excuse for Eurasia Mining (EUA) to ‘fess up to the lack of bid? Then onto how bitcoin and other cryptos are faring as a safe haven right now. And why that makes Argo Blockchain (ARB) such a monumental sell. It could utterly implode. I see that more than 25% of posts on the ADVFN Bulletn Board,a few hours ago,were on Shield Therapeutics (STX) with nearly all of them slating me for all the usual reasons. I do not play the man here even though my critics do seem to have the collective IQ of a Cheese sandwich, but the ball and answer each of the bull points made to rebut my bear thesis in turn.
These are the most-read articles and most listened-to Bearcasts of the week. The most-read article non-Tom article is once again by me, the ShareProphets Sunday Pub Quiz #128. The most-read non-Tom, non-Darren article is Thar’s Gold in Greenland’s Icy Mountains and this Fiesty Firm’s Out to Exploit it by Malcolm Stacey, making a welcome return to the leaderboard at number nine or number 16 including Bearcasts.
A reader says that he is tempted and I understand his reasoning but here is why I am not going down that route.
If this podcast arrives too late they did not. All is explained in the actual recording brought to you from the land of the bedwetters, Wales, as there is abit of wind and rain. In the Bearcast I look at Shield Therapeutics (STX) – a stand out short where the share price collapse is only just starting – UK Oil & Gas (UKOG), Oxford Cannabinoid (OCTP) and the fraud Supply@ME Capital (SYME).
I want to be 100% transparent with you so I explain why, as of 8 AM today, Peter is no longer a member of this parish after apologising for yesterday’s poor sound quality for which there was a good reason. I look at two shocking economic statistics and what they mean. I then cover: SkinBiotherapeutics (SBTX), Bluebird Merchant Ventures (BMV), AEX Gold (AEXG), Novacyt (NCYT), Avacta (AVCT) and Cake Box (CBOX).
I am asked this question by a long suffering reader in relation to Skinbiotherapeutics (SBTX) and do my best to answer. I look at IQE (IQE),the curious share dealing of Mr Drew Nelson and whether I’d be tempted. I still see no sign of the IPO of Zak Mir’s crazy media investment company which he said was imminent two weeks ago. Is it Lift off? I comment on Bluebird Merchant Ventures (BMV) and then have a detailed look at Sarah Willingham’s Nightcap (NGHT) in light of today’s expose. It really is a one way bet. Down.
I start with a few thoughts on a visit this morning to the post industrial wastelands of Salford. Gosh it was grim. Then a schoolboy error on Skinbiotherapeutics (SBTX) but it only makes the case for filling your boots stronger. No, I have not got a scooby about why Bluebird (BMV) shares are up but I speculated and put together a few pieces of the jigsaw. I look at W Resources (WRES) but would not touch it with a bargepole and then discuss the wholly unacceptable greed of Andrew “piggy” Austin at Kistos (KIST)
As you know I am reviewing my pension as discussed HERE. As such I am chatting to various CEOs who I have backed and yesterday evening I had a long chat with Stuart Ashman of Skinbiotherapeutics (SBTX). He is not a bluffing promoter but, I believe, a sober and grounded chap. I came away from the call just incredibly excited. I explain why the share price is where it is but also why this could within a couple of years be a 10 bagger but it could equally be a 20 bagger. Certainly any free cash within my SIPP will, even at twice today’s price be going into this stock. And if I am right there is a clear implication for Optibiotix (OPTI) so I am not selling any shares in it either. Footnote/correction. There are not 2 million psoriasis sufferers worldwide as per podcast but 120 million. I can’t say that weakens the case!
I asked you whether I should fire someone last week. This morning I was pushed too far and did it. And then… well all is revealed in the podcast. I then discuss my pension. The most valuable holding is currently in at nil! But I then go through everything else I hold and what I have bought today to help me onto an early retirement and why.
In a long podcast I explain why the climate has changed so making it a year for the bears and then explain the common thread and individual reasons for my top ten shorts for Christmas 2022. The terrible ten are Supply@ME Capital (SYME), Tern (TERN), Avacta (AVCT), Versarien (VRS), Chill Brands (FRAUD), Amigo (AMGO),Cineworld (CINE), Argo Blockchain (ARB), Verditek (VDTK) and Wildcat Petroleum (WCAT)
These are the most-read articles and most listened-to Bearcasts of the week. The most-read article non-Tom article is once again by me, the ShareProphets Sunday Pub Quiz #127. The most-read non-Tom, non-Darren article is Investors should not worry like this, Can the home of “Crystal Methodist” really be so sanctimonious about a sex scandal? by Chris Bailey at number 10 or number 17 excluding bearcasts.
I comment on a kind post one of you made on the LSE Asylum. In today’s Poirot on Channel 10 he had tired of fighting crime in the City and retired to tend his garden. I know how he feels. I discuss events in Ukraine, inflation and how it those who dismiss the damage it causes, Comrade Stacey, are wrong. Then I look at a BB portfolio of death, something for tomorrow’s bearcast. Two stocks which were both in it are Omega (ODX) and Tern (TERN). After last week’s collapse Omega may now be out – though I certainly would not buy. I discuss the common trait of how both mislead investors. I discuss how all folks should own some oil, a point I have made before, naming the 2 oil stocks I own.
I mention briefly events at Omega Diagnostics (ODX) but that is covered largely in a seperate bearcast HERE. Then it is onto the new big covid test short Avacta (AVCT) and why our own esteemed PL is talking cock. I cover Anglesey Mining (AYM) and what its news today really means. Then a long look at Osirum (OSI). Obviously it is a worthless POS but what does its deeply discounted placing today mean for YOUR portfolio?
Firstly I discuss how Omega Diagnostics (ODX) mislead folks on 19 January about the lack of a placing. The slippery words of PR shithead Paul “Queenie” McManus of Walbrook saw folks pay 15p per share. Today Omega confirmed my latest scoop, yes it has raised £5 million and will do an open offer for another £2million at just 5p. But Queenie says this is dependent on another corporate action. In the podcast I reveal exactly what that action is since the PR shithead won’t. There is a brief discussion about poor Prince Charles and the total bursting of the Covid stocks bubble. Then onto the shocking corporate governance and executive greed at Nanosynth (NNN). It is dressed up as aligning executive interests with those of mug punters owning this grotesquely overvalued stock. It is nothing of the sort. The shares should fall by 90%. Former chairman Antony Legge would NEVER have allowed this. How standards have slipped.
I start with two attempts to restrict what I say, one HERE and another to be discussed later. This is the sort of day when I consider packing it all in, chucking my laptop in the river and spending the rest of my life gardening and keeping goats. Then onto Capital Metals (CMET), Chill Brands (CHLL) and Optibiotix (OPTI)
I start with the economically illiterate state broadcaster and almost despair. Then it is onto Gareth M Edwards, Duncan Soukup, Anemoi (AMOI) and Alina (ALNA). Then it is onto ADVFN (AFN), Eurasia Mining (EUA), Jubilee Metals (JLP), Omega Diagnostics (ODX) and Ocado (OCDO)
Kirstie is in a spot of bother about her remarks, much of that bother driven by unattractive class hatred. But she is right. However she does not, or dares not, mention her own small role in creating an issue of affordability for first time buyers but the much larger elephant in the room.
Not, I stress, to Darren. I fired him yesterday as I have done about once a week for nine years. But to someone working at the Welsh Hovel. I explain what he does and ask if I should fire him. Answers in the comments section below. My sense is yes and that his behaviour is down to massive scale money printing and what comes with it. After that I consider the SEC investigation into the bear community then answer your emails on Kefi (KEFI) and what is happening in Ethiopia this very day. Then I look at Bidstack (BIDS) in some detail and finally at Argo Blockchain (ARB).
I start with KPMG and another scandal but the real scandal is the way it deals with its employees who are fraud enablers by act or by omission or both. Then onto the Methodists and why its stance on Rio Tinto (RIO) is, I suggest, not what Jesus would have advocated. Moreover it highlights how ESG driven investing has created valuation anomalies on both the long and short side. Finally, THG (THG) and PE bid speculation.
These are the most-read articles and most listened-to Bearcasts of the week. The most-read article talks about an article from Private Eye, so make of that what you will. The most-read non-Tom article is Catching Up On My Gold Shares As Sentiment Nose-Dives: Centamin, Panther, Ariana and Golden Prospect by Nigel Somerville at Number 2 excluding bearcasts.
Ahead of West Ham vs Kidderminster and Wales vs Ireland I am obviously rushing to get things done. But this is a full length Bearcast covering Kefi (KEFI), Love Hemp (LIFE) and Powerhouse Energy (PHE)
In today’s Bearcast I start with a rant about Prince Harry. I suppose that, as a Republican, I should view him as a good thing. Then I move onto Omega Diagnostics (ODX) whose shareholder list seems stuffed with retards – Global Petroleum(GBP) and a placing rumour, Angus Energy (ANGS) and its shareholders being beaten like an innocent nanny, exporting two more British criminals to the US public markets and finally Made Tech (MTEC) where the maths just does not stack up for me. What sort of institutional retard backed this IPO?
Yes I was dealing with a covidiot. We just cannot go on like this. If folks want to be Good Germans they can be but I cannot be arsed with such poltroons. Then I look at Cineworld (CINE) prompted by this news from Ealing as well as my earlier piece HERE. My only question is whether my target is 0p or 2p. Then SpaceandPeople (SAL) and words on overdrafts. That also applies to Omega Diagnostics (ODX) which I cover. Then today’s warning from the Bank of England is discussed and its importance and grim implications. Finally my chat with Steve O’Hara, forecasts for Optibotix (OPTI) and where the shares will be in three years.
I start with Hitpiece – the latest NFT scam. Aren’t all NFT’s scams? I discuss the ephemeral nature of contemporary music as an asset class. Then onto Amigo (AMGO) where – with the shares surging – it is surely ‘a mega’ short. Then it is onto regulatory and ethical failure at Braveheart (BRH) and Chamberlin (CMH), the common links being the scumbag Trevor Brown and the scallywags at Peterhouse Capital. Then on to more regulatory failure at Chill Brands (FRAUD) before I take along look at UK SPAC (SPC) and all who sail in her. Finally a few words on Optibiotix (OPTI) where I plan to catch up with Steve O’Hara later today.
In today’s bearcast I discuss Cineworld (CINE), Gulf Keystone (GKP), Chill Brands (CHLL), Omega Diagnostics (ODX), Vast Resources (VAST), Joules (JOUL) and the dreadful grammar of the younger brother of London’s worst Nomad, Roland “fatty” Cornish. How many BP’s does Michael think there are 2, 3, 27?
As I write, four of the top 12 fallers are stocks that I have exposed as total wronguns and one of the four even coughed up that I had gpt a scoop on Friday. In today’s podcast, which should please Matthew and his dog, I cover: Omega Diagnostics (ODX) and its porkies, MGC Pharmaceuticals (MXC), a Turner Pope dog still valued at £40 million even now but not worth a fraction of that, Guild ESports (GILD) & the greed of David Beckham, Vast Resources (VAST) and the fraud Chill Brands (CHLL ) which could be going down the plughole for good within a couple of weeks. I forgot to discuss the latest news from Zak Mir and Lift Ventures. That will have to wait for another day.
I start with the Carrie Antoinette “victory party” a few weeks after my dad’s funeral.This is the final straw at so many levels. Then I move onto news that the FCA staff are balloting on strike action over plans to scrap their bonuses. Then to lessons learned from the Novacyt (NCYT) scandal – where I did warn you! The chief lesson is that poor corporate governance often goes hand in hand with poor share price performance. I discuss ADVFN (AFN) in this vein.
These are the most-read articles and most listened-to Bearcasts of the week. The most-read non-Tom is Eurasia Mining: It’s Time to Fess Up and Tell the Truth SP Angel! by Evil Banksta at Number 8 ornumber 15 including bearcasts.
I start with a weather report then consider Diageo (DGE) in light of Chris Bailey’s mea culpa bull piece earlier. I am not sure that I agree with him. Then I look at THG (THG) where an £8 million share dump by a PDMR announced on Friday shows why the bears were right and are still right. Steven Whitehead knows far more about share valuations than Tory Boy poseur and A Grade bullshitter Matt Moulding.,
I start with the University of Chester and despair. Then a win for the bears, well done Fraser. Then I look at Nanosynth (NNN), Advance Energy (AVD), Omega Diagnostics (ODX), Supply@ME Capital (FRAUD), Chill Brands (LIARS) and the GM called to sack Clem Chambers at ADVFN (AFN)
I start with reflections on how my generation has first hand contact with survivors and victims but young folks do not. Perhaps that is why so many of them are blase about anti-semitism. Light a candle tonight. We will. Then onto an RNS about me not mentioning me. Optibiotix (OPTI), Eurasia Mining (EUA), Doc Martens (DOCS) and Challenger Energy (CEG). I said I’d mention madness incarnate but forgot to.My reference ws to Wildcat Petroleum (WCAT) , up 28% today at 2.7p valuing a company with sub £200,000 cash and no assets at all at £65 million. Insane.
Tomorrow will be a day of domestic childcare hell so I flag up now that my copy may be limited. Today I discuss Novacyt (NCYT) vs IG Design (IGR) where I think young Steve is wrong to be so bearish after today’s 53% share price fall. Then I look at two potential zeros Chill Brands (FRAUD) and Verditek (LIARS).
A late and short bearcast. I have been distracted by news coming out about historic incidents at my old school Warwick. It is all very disturbing. In the podcast I look at Cake Box (CBOX), Amur Minerals (AMC), Novacyt (NCYT), Verditek (VDTK) and Red Rock Resources (RRR) where Andrew Bell has somemore explaining to do to we long suffering shareholders.
This podcast contains reference to various chats with Lucian on the markets, millennials and on Cake Box (CBOX) after yesterday’s bearcast & the Maynard Paton expose. I discuss what Trustpilot says about the company HERE and Lucian’s road trip to do more due diligence. Re Lucian I also discuss other big blowups that will happen this year and bitcoin. Then there is Amigo (AMGO), Chill Brands (TOAST), MyHealthchecked (MHC), Novacyt (NYCT) and Argo Blockchain (ARB) in light of today’s NFT nonsense but also the collapsing bitcoin price.
I start with a few words on Oxford Cannabinoid (OCTP). I have not said fill your boots nor should you. The issue here is management allegedly lining their own pockets ahead of corporate action which they know all about. One should not buy shares in such companies. Then I reflect on an excellent piece by Maynard Paton on Cake Box (CBOX) which you can read HERE. I comment on some of the excellent points he makes but add in half a dozen of my own, notably comparing boasted net cash and net interest costs but also the shameful CEO pump and dump and the macro headwind given the demographic of its end user base. This is probably not another Patisserie Valerie but at 320p it is a stonking short.
These are the most-read articles and most listened-to Bearcasts of the week. The most-read non-Tom, non tip-of-the-year is Is it time for me to sell my Barclays shares by Chris Bailey.
I start with the dire customer service from Scottish Power which is scamming me here at the Welsh Hovel. What to do? Then I am disppointed that none of you could Sherlock ADM Energy (ADME) and its latest fake sheikh. Then, sorry Gary, back to Advance Energy (ADV) and its history with this fine website as Andalas and as CEB Resources, the pumpers (Zak Mir, flip flop Ben Turney, and Justin the Clown), the villains (Dave Whitby) and the lessons. Finally I explain why those predicting financial armageddon are, all of a sudden so plausible, but are wrong, or at least are over-egging the pudding.
I start with a weather report from Chez Atwater, refer to this article, and ask any cultists to explain. Then there is a fake sheikh (or not)-hunting competition regarding ADM Energy (ADM). Finally I ask if we bears really will have a long promised tea party in 2022 as slimmer of the month Lucian Miers suggests. Heck, he is even thinking of shorting Tesla again.
Okay the crime is not as exciting as it sounds and was not, as far as I know, perpetrated by some Bulletin Board loon. After discussing that I look at Chill Brands (CHLL), Brave Bison (BBSN) and Skinbiotherapeutics (SBTX)
In today’s bearcast I start with Cathie Wood of Ark Invest and another sign ( hat tip FP) that she is Neil Woodford on steroids and will see a mega blow up in 2022. The onto the FCA’s plan to crack down on financial promotions. My arse it will. If it was serious on this matter Gollum Gill would be in the slammer already. Then some consolation for Gary Newman with some words on Advance Energy (AVN). I comment on URU Metals (URU) and the there is Best of the Best (BOTB). Surely there must be a Steward’s intp the £60 million share dump by directors nine months ago. But are the shares now cheap?
I start with Mr Moulding who must be a decent chap as he gives vast sums to that beacon of integrity that is the Conservative & Unionist party. I discuss today’s horrible statement from THG (THG).The incident should also see firings at the Mail on Sunday and Sunday Times but it will not. I look at Omega Diagnostics (ODX) as it rushes towards a single figure share price and at Guild e-Sports (GILD), still a joke, notwithstanding today’s statement. Finally i look at the Sound Energy (SOU) bids for Lord Lucan’s Angus Energy (ANGS) Will Lucan get any more lucky?
I do not go into much detail but this has not been a pleasant last 24 hours so hence the lack of output from me. Fingers crossed I am on the mend. I discuss Covid plays and false Covid recovery plays and end of covid victims including Omega Diagnostics (ODX), a mega short as the cash crisis bites, Abingdon Diagnostics (ABDX), MyHealthChecked (MHC) and – especially for listener TB – Cineworld (CINE). Then I look at more murky Trevor Brown goings on at Braveheart (BRH) and the odd world of Free Association Books and the Brown family. Finally the madness at Tintra (TNT) now – for a company with no operations – and, perhaps, £2million cash – valued at c£40 million. Insane!
Some folks talk of how this will be an inflation-fuelled roaring twenties as if inflation is a good thing. But, as I explained in Bearcast yesterday, history shows how it rips society apart. The poverty it causes for many is an evil. Doug Casey, the libertarian author and speculator, follows this theme in the latest podcast from Palisade Capital. He may be more eloquent than I, certainly he delivers fewer “ers”.
I start with the suggestion that I am ramping gold and de-ramping Bitcoin. I discuss this nonsense although I am vaguely flattered that anybody thinks me so omnipotent. Then onto Unilever (ULVR). Finally a related discussion on the wretched Sunday Times coverage of the laughable Black Pound Report. I refer to the LadBible piece HERE
These are the most-read articles and most listened-to Bearcasts of the week. The most-read non-Tom, non tip-of-the-year is Is it time for me to sell my Barclays shares by Chris Bailey.
I start by considering events in the Ukraine where my sympathies are, naturally, with Mother Russia but what could it all lead to? Then I consider why shares in Zak Mir’s Lift Ventures might fly but why his plan is flawed. Then onto THG (THG), Deepverge (DVRG) and Union Jack (UJO) and CEOs who say the shares are too cheap too often or who “fear” a takeover at this price.
I start by discussing Eurasia Mining (EUA), its CPR on its nickel assets and Range Resources (RRL) and a similar exercise undertaken by Pirate Pete Landau. Then I look at Omega Diagnostics (ODX), at the piece I penned earlier inspired by Luke Johnson, HERE, and finally at Sensyne (SENS) and what happens next.
In today’s podcast I look once again at ADVFN (AFN) and the chances of a bid, I look at Wildcat (WCAT) and Tintra (TNT), en passant, as indicators of market madness and finally I have a detailed look at Mercantile Ports & Logistics (MPL), a company that should have been booted of the AIM Casino a long time ago.
I start considering where I was ten years ago and where I am on my 54th Birthday today. Sorry if I sound a bit smug but I reckon I have every right to. Then I look at 3 stocks to own if you want to end up living in social housing: Supply@ME Capital (SYME), Bidstack (BIDS) and Frontier Developments (FDEV).
In today’s podcast I cover Chill Brands (CHLL) and Guild E-Sports (GILD) as both prepare to publish results.I look at lessons learned, or rather not learned by the Oxymorons at AIM Regulation, from Deepverge (DVRG) and I comment on Union Jack Oil (UJO), its disgraced boss David Bramhill and its inevitable cashburn.
I name all those shareholders or their BB or Twitter names that Union Jack Oil (UJO) is using shareholder cash to troll in a most thoroughly unpleasant way as I exposed yesterday. I also comment on THG (THG), Cineworld (CINE), Tintra (TNT), Versarien (VRS) and then on the bursting of the Covid testing bubble with particular reference to Omega Diagnostics (ODX), Avacta (AVCT) and Novacyt (NCYT) which has its own BIG question to answer. Plus, of course, MyHealthChecked (MHC). I reference vaccination and covid rates in Israel in the podcast which is covered in more detail HERE.
I start with a belated Happy Birthday which I hope you will join me in saying. Then onto what NFT’s of farts in a jar tells us about this insane world of investment. That naturally leads onto David Bramhill and Union Jack Oil (UJO) and today’s utterly shock expose. It left me in a sort of moral quandry but I decided I had to publish. So what next?
Yet againt, the Tips of the Year are the 18 most-read articles last week. The most-read non-Tom, non tip-of-the-year is Why Red Rock should be Tom’s tip of the year by Andrew Bell. It was not Tom’s tip of the year.
I start with a few minutes on Woodlarks. This may be my last year doing the Rogue Bloggers Walk but myself, Lucian Miers, and Jonathan Price are minded to do it once more in May or June. On the basis that it could be a last hurrah and that you may want to consider a way of shifting that Christmas belly bulge how about you join us in 2022? Then onto Optibiotix (OPTI) where its NEDs have behaved in a most disgraceful way with free money share option troughing. As a loyal shareholder this is another kick in the gonads for me and I urge Steve O’Hara to sack three of the four of them and replace them with one new, less greedy, individual. Actually I’d go for all four booting out chairman Neil Davidson as well.
Fingers crossed. If it is what I have been promised it is curtains for one CEO. In the rest of the bearcast I discuss travails with brickies, M&C Saatchi (SAA) and the saintly Vin Murria, Bluebird Merchant Ventures (BMV),Cellular Goods (CBX),Tern (TERN),ADM Energy (ADME), Supply@ME Capital (FRAUD), Tiger Resources (TIR),UK Oil & Gas (UKOG), Argo Blockchain (ARB) and the changing appetite for bailout placings.