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Keyword results: Tom Winnifrith

PREMIUM CONTENT

Essentra – 2022 results, a trading resilience and growth Buy

Industrial components manufacturer and distributor Essentra (ESNT) has announced its results for the 2022 calendar year and that it considers it has now laid the foundations to capture exciting growth opportunities.
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PREMIUM CONTENT

Amaroq Minerals – prospective debt financing and Iceland Nasdaq main market listing, upgrade to Strong Buy

Gold and strategic metals development and exploration company in Greenland, Amaroq Minerals (AMRQ) has announced that it has agreed heads of terms for $49.5 million of financing to enable trial mining, processing and production of gold doré at its flagship Nalunaq project and we’ve subsequently spoken to CEO Eldur Olafsson.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - an amazing apple from Wales

I start with a few ramblings on turning the Welsh Hovel into a homestead and an apple I have just eaten. I end with a reminder that 98% of you have yet to donate to Rogue Bloggers for Woodlarks. I am sure that you can each afford a tenner, please do donate HERE. Then I look in detail at Strix (KETL) and explain why Versarien (VRS) really is screwed. Unless you have dealt with banks when running a struggling company - as I have - you just won't get why. I also look at BSF Enterprises (BSFA), Wishbone Gold (WSBN) and Inland (INL).
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AVO
AVO
PREMIUM CONTENT

Advanced Oncotherapy – New Record Low But How Bad Will It Get?

Paid for researcher Hardman may keep on telling mug punters that AIM-listed Advanced Oncotherapy (AVO) is a great company with a target price of gazillions, but the reality is that this cash-guzzling outfit which keeps on failing to deliver any income, is running out of funding options as the price crashes ever lower. Just how bad could it get?
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Catriona and Matthew's Dog will love it: Tortilla Mexican do the maths while FYB with Skinbiotherapeutics

I start with Tortilla Mexican Grill (MEX) where, as is his wont, young Steve Moore was far too generous yesterday in calling at an avoid. I do the hard maths and it is in deep merde. Then it is onto UK Oil & Gas (UKOG), Pennpetro (PPP), Predator Oil & Gas (PRD) and the bloody useless FCA. Finally Skinbiotherapeutics (SBTX) before, principally to annoy poster Magna Carta, a few words on why I ask you to donate today to Rogue Bloggers for Woodlarks - you can do so HERE
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: six little small cap piggies

I end with a discussion about myself, Andrew Bell, his imaginary marathon running g/f and Cheryl - please donate to Rogue Bloggers for Woodlarks HERE. Before that I look at six piggies filling me with despair, are there no rules or basic morals at all any more: Braveheart (BRH), Nanoco (NANO), Caracal Gold (GCAT), Wildcat Petroleum (WCAT), ScotGold (SGZ) and Andrew Monk's VSA Capital (VSA). Has Andrew told anyone today that he went to Oriel College Oxford?
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: The Rogue Bloggers are now 8 (+2 fantasy women) & the wooden floor that protects female failures like Sharon White & La Willingham

I start on journalist ethics, that is to say not selling shares before advising readers to and a chap called Magna Carta who reminds me of the weeds in my strawberry patch. Then onto Rogue Bloggers where Andrew Bell says he is joining us and bringing a fantasy woman. I shall bring Cheryl. Please donate HERE. Finally, referring to Sarah Willingham and Dame Sharon White of John Lewis infamy (see the Daily Mail article I refer to HERE) I suggest that a glass ceiling for women in business has been replaced by a wooden floor.
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Top-10

Notes from Underground – Most read articles for the week ending 25 Mar 2023

The most-read non-Tom non-Quiz article this week is Jadestone continues to grow and barring an oil price crash will do well longer term - buy by Gary Newman at No 1 or No 5 including Bearcasts.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: is Inland totally 100% fecked?

I managed my 11 mile training walk for Rogue Bloggers for Woodlarks. Actually I reckon it was twelve. Anyhow I am back and weeding the strawberries. No rest for the wicked. If you sense the pain in my legs please donate to this great cause HERE. Then I discuss Inland (INL) and more red flags. It is either the cheapest stock on the market or a zero and I know what my money is on.
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Bear
PREMIUM CONTENT

Banking Déjà vu

On March 15th 2008, almost exactly fifteen years ago, the Federal Reserve railroaded JP Morgan into the rescue of Bear Stearns, which had gone from being solvent to insolvent in a couple of days. The consensus was that this drew a line under a rocky period and that normality had been restored. Six months later we all know what happened.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: The next Prime Minister gives a kiss of death to Ceres Power

Tomorrow is my third training walk for Rogue Bloggers for Woodlarks. I am targeting 11 miles and will post a picture of the service station on the Wrexham roundabout which is my turnaround point if we can get donations well above £1,000 before I leave. I can't say fairer than that, please donate HERE. In today's podcast I discuss Deutsche Bank ( the next Credit Suisse?), the fraud Supply@ME Capital (SYME), nanosynth (NNN), Kefi Gold & Copper (KEFI), Ceres Power (CWR), Genflow Biosciences (GENF) and Celadon Pharmaceuticals (CEL) and lock in expiries in a thin market.
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GDR
GDR
PREMIUM CONTENT

Genedrive – I smell a placing underway

You can just smell it. All the signs are there and the company has stated that it will be placing before its year-end which is now just over three months away. At 40.75p, the market cap is £36.7 million and if you can short Genedrive (GDR) you should. So here’s why.
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PREMIUM CONTENT

DS Smith – Q3 update, a continuing to trade well Buy

Packaging company DS Smith (SMDS) has issued a Q3 trading statement including that “the positive trends in profitability experienced in H1 have continued” and “positions us well for the remainder of the year and into our next financial year”. So what of a recently falling share price?
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: And today's big new shorting idea is...Celadon Pharmaceuticals

I start with a grumpy old man rant about standards in public and corporate life covering a lying Boris, Wildcat (WCAT) and Osirium (OSI) before moving onto the missing £20 million and the fraud Supply@ME Capital (SYME). I cover Amigo (AMGO), Versarien (VRS) and the liquidity trap, Inland (INL), Advanced Oncotherapy (AVO) before I turn my fire on Celadon (CEL). Finally I urge you to donate to Rogue Bloggers for Woodlarks as I outline my third training walk on Saturday. C'mon you can afford a tenner HERE
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: I just don't understand what Malcolm sees in Blackbird?

I start with more ranting about Beechwood Nurseries. Then it is on to: Kefi Gold & Copper (KEFI) - more blood pressure issues - the Silverwood (SLWD), VSA (VSA), Andrew Monk and  Lush scandal, Wildcat Petroleum (WCAT) MGC Pharmaceutics (MXC), Fevertree (FEVR) and then Malcolm's strange love affair with Blackbird (BIRD) which I cannot fathom at all.  
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JLP
JLP
PREMIUM CONTENT

Jubilee Metals – some interims disappointment, but improvement from here?

Jubilee Metals (JLP) has announced results for its half-year ended 31st December 2022, noting impact from South Africa and Zambia power outages and water disruptions but arguing that it has now taken actions to address these.
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PREMIUM CONTENT

Wildcat Petroleum and Ross Andrews of Guild Financial Advisory – Letter to the FCA

On Friday 17 March 2023 Wildcat Petroleum (WCAT) of the Standard List sewer published its half year numbers. On Saturday in two articles HERE and HERE I detailed the EIGHT material errors within those statements which meant the P&L, balance sheet and cashflow statement were all wrong. I alerted advisor Ross Andrews to those articles on Saturday morning suggesting a Monday morning restatement was needed.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Time for Eurasia to come clean on cash crisis, lack of bid and placing situation

In today's podcast I look at Optibiotix (OPTI), Eurasia Mining (EUA), Jubilee Metals (JLP), Caracal Gold (GCAT), British Honey (BHC), Canadian Overseas Petroleum (COPL), Genedrive (GDR) and Oxford Nanopore (ONT)
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WG
WG
PREMIUM CONTENT

Wood Group – Takeover Panel extension, including “following engagement with shareholders”

Wood Group (WG.) has announced that it has requested and been granted an extension from the Takeover Panel until 5pm on 19th April for Apollo to announce a firm intention to make an offer or not.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: PILOW talk

In today's podcast I discuss PILOWs and Agriterra (AGTA), Jubilee Metals (JLP), Zak Mir's Lift Global Ventures (JOKE) and Versarien (VRS), and Kefi Gold & Copper (KEFI). I also mention my second training walk for Woodlarks on Saturday as described HERE. Please consider how I suffered tedium if not pain and donate to this great cause. So far just 4 of you have donated, I am sure more of you can afford a tenner. Please donate HERE
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: could the US regional banks implode & why hasn't Sharon White been sacked by John Lewis?

I start with a discussion on share buybacks, then turn to the woes of John Lewis and finally look at the US regionals with the charts below wondering whether the banking crisis could, notwithstanding UBS buying Credit Suisse, roll on.
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Top-10

Notes from Underground – Most read articles for the week ending 18 Mar 2023

The most-read non-Tom non-Quiz article this week is Revisiting My Slam-Dunk Sells For 2022 - What A Bunch Of Dogs! by Nigel Somerville at No 2 or No 4 including Bearcasts.

CEY
CEY
PREMIUM CONTENT

Centamin – 2022 results, growth and dividend upside potential: BUY

Centamin (CEY) has announced its results for the 2022 calendar year and that it maintains a current year gold production guidance range of 450,000-480,000 ounces and remains on track to consistently return its Sukari mine in Egypt to production levels towards 500,000 ounces per annum from 2024.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: The Rozzers want to interview me

In today's Bearcast I discuss Genedrive (GDR), Wildcat Petroleum (WCAT), UK Oil & Gas (UKOG), David Lenigas and - to delight the morons - why the City of London rozzers want to interview me. 
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SFR
SFR
PREMIUM CONTENT

Severfield – agreement to acquire Voortman Steel, Buy

Structural steel company Severfield (SFR) has announced an agreement to acquire Voortman Steel Construction for a net €24 million, emphasising it will provide it with further market and geographical diversification and is anticipated to be earnings-enhancing in its first full year of ownership.
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Fresnillo – full-year results, a growth and recovery from 2022 challenges Buy

The world's largest primary silver producer and Mexico's largest gold producer, Fresnillo (FRES) has announced results for the 2022 calendar year and said that it is excited about its growth pipeline.
PREMIUM CONTENT

Macfarlane – “earnings enhancing” acquisition, remains a value Buy

Macfarlane Group (MACF) has announced the acquisition of A.E. Sutton, including that the move is being funded from the existing bank facility and will be earnings-enhancing.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: the dash to trash

I start with a discussion of St Patrick's day and drinking. I shall not be doing that today but after another training walk for Woodlarks early tomorrow I might have a few while watching Ireland, I hope, trounce England. Please feel free to donate to Rogue Bloggers HERE as you conisider my 10 mile walk to Wrexham and back tomorrow. Then I look at Bidstack (BIDS), Versarien (VRS) and Genedrive (GDR).
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Forgive the rant, at least it is data based & does not involve money trees

The Mrs broke the picket line yesterday. Actually there was no picket line, University Lecturers on strike are too lazy to do even that. So I start with a data based rant on greedy and lazy and deceitful public sector workers. Then it is onto DFS Furtniture (DFS), Amigo (AMGO), Wildcat Petroleum (WCAT, Pineapple Power (PNPL) and the fraud Supply@ME Capital (SYME)
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VSA
VSA
PREMIUM CONTENT

Letter to Aquis Regulation re Andrew Monk and VSA Capital – misleading trading statement?

Not only does Andrew Monk and VSA Capital list shitcos on the Aquis Lobster Pot but VSA itself is listed on Aquis too. It listed at 21p on 9 September 2021. Its shares are 49% down so far this year and can now be sold for just 10p. But has the Monkey legged over investors with a misleading trading statement. I think the graduate of Oriel College Oxford (has he told us about his posh education yet today?) has and have written to Aquis Regulation suggesting it force VSA to clarify.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: forward selling at Versarien & Verditek, lying by Reabold and the countdown to insolvency at Supply@ME Capital

I start pondering retirement, then look at Credit Suisse and Gary vs Chris on buying shares right now. Then it is onto Versarien (VRS), Verditek (VDTK),lying by Reabold (RBD) on its takeover bid, Cineworld (CINE), Ben's Creek (BEN) and that scumbag Adam Wilson and the fraud Supply@ME Capital (SYME)
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Virgin Wines will surely wither and die - another IPO disgrace from 2021

In today's podcast I look at Credit Suisse and the banking crisis, bitcoin, gold, Argo Blockchain (ARB), Online Blockchain (OBC), Mode Global (MODE), Okyo Pharma (OKYO), Virgin Wines (WINO) and Versarien (VRS) in light of the bombshell here earlier today.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Another disaster from Andrew Monk and an excruciating video from the disgraced broker

I start with a few thoughts on getting old as Olaf suffers her last ever Oxford tutorial. Then it is onto SVB, an apology to Euro loon Jonathan Price – let this be the last – and a few words on Aferian (AFRN). Then, after today's ouzo moment as the fuzz arrest a fraudster whose company I have exposed, onto the disaster that is Tungsten West (TUN). This company was IPO'd by the Monkey and VSA to monetize and asset first discovered in 1867 and which has flopped more times since 1916 than Monk might care to admit. I discuss its financial woes, VSA’s research coverage and bring you a video featuring Monk dressed as a road builder and celebrating the endorsement of Liz Truss. It is excruciating. Then I cover Ariana Resources (AAU), Condor Gold (CNR) and Chesterfield Resources (CHF) and how some disposals are just so misleading.
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VRS
VRS
PREMIUM CONTENT

Letter to AIM Regulation & SP Angel – did Versarien lie about its CEO resigning?

On Friday 10 March Versarien (VRS) announced that its disgraced CEO Neill Ricketts had resigned. It said it would determine the management structure going forward and Ricketts was not listed as a contact. But was that true?
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Neill Ricketts and the £200,000 scandal & will SVB's demise whack Yourgene and Aferian? Which other listed companies are vulnerable?

I start with Versarien (VRS), the potentially £200,000 scandal and Neill Ricketts. Then to the demise of Silicon Valley Bank, a bubble blow up with associated crime and the wider ramifications: which listed companies could it screw up?
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Top-10

Notes from Underground – Most read articles for the week ending 11 Mar 2023

The most-read non-Tom non-Quiz article this week is Ariana Resources – Bad News From Tavsan, But Still A Buy by Nigel Somerville at No 3 or No 9 including Bearcasts.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: TW is a total bastard

In today's Bearcast, I discuss Power Metal (POW), Versarien (VRS), including why Dianne Savory OBE should be publicly apologising to my wife today, Verditek (VDTK), Victoria Oil & Gas (VOG), Aferian (AFRN) and Argo Blockchain (ARB)
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: The $1 billion AIM fraud, IQE & Atlantic Lithium merit lots of ouzo tonight as the teachers disgrace themselves

I start with the fecking stay at home in the face of sod all snow teachers, who are a disgrace as I explained HERE. Then it is onto Ben's Creek (BEN) as disgraced Peter Shea emerges from under a stone, then IQE (IQE) , Wandisco (WAND), Atlantic Lithium (ALL), BSF Enterprises (BSFA) and Hammerson (HMSO).
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Atlantic Lithium collapsing on Blue Orca bear dossier

I start with a rant about the fecking GPs and the bloody teachers as approx. 0.0 inches of snow accumulates and my father in law has to go to hospital again. I am so bloody angry about both. Then it is onto the collapse in the share price of Atlantic Lithium (ALL) – about which I explicitly warned you all just under four months ago HERE – after a bear dossier was published: see below. Then I look at Red Rock Resources (RRR), some of the #IWD jokes including one from Jeremy Corbyn and one from Guild Esports (GILD). Finally it is ouzo o’clock as musicMagpie (MMAG) serves up dire results and warns of tough times ahead. Footnote: at 4.15 PM Atlantic shares were suspended "pending an announcement"
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PREMIUM CONTENT

Buy Supermarket Income REIT

Wanting some secure income with some future upside potential? How about inflation-linked, long income from grocery property? This and a share price currently down below 90p suggest to us that shares in Supermarket Income REIT (SUPR) are a Buy.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Victoria Oil & Gas, the Foo-man, and Administration

Young Steve is not well so it really is just me holding the fort on a day when childcare and the Young Mum's Group curtail my own hours. Notwithstanding that I bring you thoughts on the late Victoria Oil & Gas (VOG), Revolution Beauty (REVB) and Boohoo.com (BOO), Genflow Biosciences (GENF), Wood Group (WG.) and Pantheon Resources (PANR)
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PREMIUM CONTENT

Cineworld and the last rites, no need to close shorts yet

This column has been calling Cineworld (CINE) as a short for absolute ages. It hardly seems credible but three years ago the shares were 170p. Today they are 2.9p and so anybody who has gone short as we advised all along has done well. You know where to send the “thank you” bottles of ouzo.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: what to think about 3 gold miners? Has the curse of Chris Cleverly struck again?

Today I look at Conroy Gold & Natural Resources (CGNR), Ariana (AAU) and Bluebird Merchant Ventures (BMV). Then at Pantheon Resources (PANR) and at ADVFN (AFN). Finally Evil Banksta has sent me this Bulletin Board post below on Technology Minerals (TMI). I have always been bearish on this stock as any company in any way linked to Chris Cleverly is always a dog with fleas. The post below looks to be kosher, thought it may not be, so, I suspect, does not alter the bear case and my target remains 0p. 
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Ariana Resources sins on Friday, buy sell or hold?

Putting out an RNS at 3.59 PM on Friday is not something I like. But should buy, sell or hold shares in Ariana (AAU) with the stock down to 2.8p.
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Top-10

Notes from Underground – Most read articles for the week ending 4 Mar 2023

The most-read non-Tom non-Quiz article this week is Harbour Energy has great long term potential and is trading too cheaply - buy by Gary Newman at No 2 or No 8 including Bearcasts

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - 1 new Warwick abuse victim comes forward already

This is a good start to the day and my decision to run a slight legal risk HERE yesterday looks to have paid off as I try to force my old school to deal with historic abuse. After that I look at Ben's Creek (BEN), Conroy Gold & Natural Resources (CGNR), Eurasia Mining (EUA), Argo Blockchain (ARB) and Vast Resources (VAST).
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - distracted by Warwick School matters

I refer to this. Then I discuss Totally (TLY), Versarien (VRS), Metal Tiger (MTL), Advanced Oncotherapy (AVO), Wandisco (WAND) and Flip Flop's Kavango (KAV)
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VRS
VRS
PREMIUM CONTENT

Letter to AIM Regulation – Versarien’s self confessed breach of AIM Rule 11

As it struggles to remain solvent, Versarien (VRS) has, in effect, admitted breaching AIM Rule 11 in its annual report. I have written to the Oxymorons asking for formal censure of the company and its loathsome CEO Neill Ricketts.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith BONUS bearcast: Advanced Oncotherapy, 9 weeks from death & now a full blown death spiral in place AFTER today's £5m financing

Was there any insider dealing before a mid afternoon financing update from Advanced Oncotherapy (AVO). A 32% share price fall suggests that the Pope is also a Catholic. I discuss the new £4.975 million financing which still leaves Advanced only 9 weeks away from running out of cash and the full blown death spiral which cheats its way around par value rules but which will crush the share price.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: it is not Sunny in Wrexham it really is post industrial grim

On this St David's Day myself and little Jaya went to Wrexham and I describe just how grim it is. Do not believe the hype. Then it is onto Cellular Goods (CBX), Guild ESports (GILD), Anglesey Mining (AYM), Versarien (VRS), Canadian Overseas Petroleum (COPL) and Advanced Oncotherapy (AVO) where events have overtaken me requiring a follow up podcast which I shall do now.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: surely this is straight to jail, do not pass Go, do not collect £400

On the jail tack I refer to the clear market abuse scandal at Powerhouse Energy (PHE). I also discuss Ocado (OCDO), clearly a stonking short, Versarien (VRS) and the latest utter cobblers and tripe from Ben Turney's flip flop Kavango Resources (KAV). Ben, at least, provides a platform for some inappropriate Cheryl Cole analogies.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - the problem with sacking people, the 3 xs

No this is not a reference to Darren after the glitch on the earlier bullcast. It is a reference to Versarien (VRS). I explain why today's Umbro based ramping video is just so much hooey and a sell signal not a buy one. Then it is onto young journalists and the problems they face, Jamie Nimmo eulogising Dan Wagner with some PR puffery in the Sunday Times. Finally why Avacta (AVCT) is such a compelling short.
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Bull
PREMIUM CONTENT

Tom Winnifrith podcast share tip

This is a bonus podcast. This tip is a share which I expect to more than double within a year and could be a five or even ten bagger on a three year view. And of course I mean the 27th not 25th.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: At what point does Flip Flop admit he has failed? Prepping for a Bluebird Meeting

I start with a bit of macro-political stuff but that does relate directly to a) Gary's tip today and b) my muted enthusiasm for UK PLC shares. Then it is onto Kavango Resources (KAV), seemingly moving goalposts to avoid accusations of failure. Finally Colin Patterson of Bluebird Merchant Ventures (BMV) popped in after this recording. FWIW, after the meeting I conclude that the shares are a VERY STRONG BUY.
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Top-10

Notes from Underground – Most read articles for the week ending 25 Feb 2023

I'm thrilled that the most read article last week was the return of the ShareProphets Sunday Pub Quiz, now with the new added feature of working correctly. Otherwise, the most-read non-Tom article this week is  Kurdistan carries a lot of political risk for oil companies, but despite that I view Genel Energy and Gulf Keystone as buys by Gary Newman  at No 3 or No 7 including Bearcasts.


RIO
RIO

Rio Tinto – 2022 results, how ‘resilient’?

Mining major Rio Tinto (RIO) has announced its calendar 2022 results emphasising “despite challenging market conditions, we remain resilient”, but what of a now 5983p share price?

Macfarlane – 2022 growth ahead of expectations and 2023 confidence, BUY

Protective packaging group Macfarlane (MACF) has announced results for the 2022 calendar year which are ahead of both the prior year and market expectations and that it expects to deliver further growth in 2023.
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: My SIPP buys shares in xxxx as Lucian's twitter account is hacked

If you see Lucian tweeting out #COYS or Buy Cineworld (CINE) you know what has happened!. I start this podcast on the subject of home made apple juice then cover Cineworld, Alien Metals (UFO), Skinbiotherapeutics (SBTX) and Jubilee Metals (JLP)
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WG
WG
PREMIUM CONTENT

Wood Group – rejected possible offer proposals highlight the prospects we noted, what now?

Re-recommended at a 155p offer price in July after we previously banked a more than 40%, less than 7 months, offer-to-bid gain on the shares, Wood Group (WG.) has noted “recent speculation” and confirmed that it has received three possible cash offer proposals from Apollo Global Management, the most recent of which was at 230p per share and unanimously rejected by the board as it considers it “significantly undervalued the repositioned group's prospects”.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Should Angus Energy, Union Jack Oil and IGAS merge?

Of course they should. But I explain why they will not. I start with Julie Meyer and urge you all to write to the Forfeiture Committee today. Then I look at Canadian Overseas Petroleum (COPL), Caracal Gold (GCAT) , at Wood Group (WG.) and at Spiritus Mundi (SPMU)
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SLP
SLP
PREMIUM CONTENT

Sylvania Platinum – interims, still a value and income Buy

Platinum group metals in South Africa company Sylvania Platinum (SLP) has announced results for its half-year ended 31st December 2022 and that it has increased its full-year production guidance.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Could Cineworld be a zero by the end of next week?

I end by thanking the kind reader whose gift of a bottle of Metaxa has just arrived. The Mrs says thank you as well. Elsewhere I chat to Lucian Miers and discuss Cineworld (CINE) - after yesterday's legal hearing - and Canadian Overseas Petroleum (COPL). then it is onto Tern (TERN), Bluebird Merchant Ventures (BMV) and what Versarien (VRS) is so desperate to hide. The references in that section are to the great film Zulu.
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BP
BP
PREMIUM CONTENT

BP – Q4 & full-year 2022 results, how much upside remaining?

BP (BP.) has announced a fourth quarter $4.8 billion underlying Replacement Cost profit, a 10% increased quarterly dividend per share of $0.0661 and that it sees “tremendous opportunity to create value”.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - ouzo on my pancakes as its Schadenfreude day at the Welsh Hovel!

The images below should amuse you. Together with the discussions about getting my wife sacked and me killed, Versarien shareholders - egged on by the vile Neill Ricketts - have given it to me in spades over the years. Natch, today is a good day for me. I discuss many lessons learned and where next. 0p. I also look at Okyo Pharma (OKYO) and Kefi Gold & Copper (KEFI).
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Surely Moonpig is a short? What am I missing?

I start with half term trespassers of whom there seem to be many here in Wales. Then it is onto Verditek (VDTK) and why AIM Regulation's failings matter, Audioboom (BOOM), Versarien (VRS), questions about revenue recognition at Andrew Monk's VSA Capital (VSA) and finally Moonpig (MOON). The prize Versarien contest mentioned is HERE
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Top-10

Notes from Underground – Most read articles for the week ending 18 Feb 2023

The most-read non-Tom article this week is by Chris Bailey, How much do you like being “nudged” by Hargreaves Lansdown?,  at No 2 or No 8 including Bearcasts.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: I agree with Warren Buffett not Malcolm Stacey

Having wrongly called the stockmarket as a bear, Malcolm is again an uber bull as the Footsie hits record highs, today telling us that Warren Buffett has got it all wrong. Malcolm seems to be driven by FOMO and I explain all sorts of reasons why you might not want to bet the ranch on his call.
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BPM
BPM

B.P. Marsh and Partners – full-year trading update, continuing positive performance: BUY

Early stage financial services businesses investor B.P. Marsh & Partners (BPM) has announced that during its year to 31st January 2023 the majority of its investee companies continued to perform well and that it remains positive regarding its ongoing performance and the outlook for the insurance market.
PREMIUM CONTENT

The Wandisco share price is insane

I have a lot of time for Wandisco (WAND) boss David Richards and his tech business clearly has some traction. But the valuation is surely insane.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: buy, sell or hold Jubilee Metals?

In today's podcast I look at Canadian Overseas Petroleum (COPL), Mr sock's Zenith Energy (ZEN) and Jubilee Metals (JLP) where my SIPP has a big interest. Should I buy more, sell or hold?
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CGS
CGS
PREMIUM CONTENT

Castings plc – a value and income Buy

Shares in Castings plc (CGS) have recently recovered to above 350p after positive trading and results statements towards the end of last year. However, they remain well down on levels achieved in prior years despite a positive outlook and look to be a value and income Buy at current levels.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: the importance of bears

I am on the mend but very slowly and still in pain so a shorter than normal bearcast covering Home Reit (HOME), Tintra (TNT - target price 0p - and Caracal Gold (GCAT) also a zero despite today's deceptive RNS with Andrew Monk's VSA Capital's name at the bottom. Now back to bed.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Dicked around by the NHS, in real pain and going back to bed

Gosh I hate the incompetence of the overpaid poltroons at the NHS. I explain my latest setback and why I am going back to bed and am in pain. I apologise for a brief bearcast, normal service will, I hope, resume Thursday
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - looking very grim for Kanabo, it is what it does not say today

In today's podcast I remind you to get something in for the special person or people (it is 2023) in your life. I look at Brian Basham's green spoof Net Zero Infrastructure (NZI), BlueJay Mining (JAY), Afentra (AET) and free speech on this site, 8000 for the Footsie and our obsession with round numbers, Okyo Pharma (OKYO) - spoofing on vapours - and Kanabo (KNB)
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AET
AET
PREMIUM CONTENT

Why I'm happy to remain invested in Afentra despite some questions over its largest shareholders

From some of the comments I saw on social media, many seemed to be surprised that Tom Winnifrith covered Afentra (AET) here in a negative way last week, given that it’s a company that I’m invested in and have covered on this site several times, including as one of my buy tips for 2023.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Just how screwed is MJ Hudson, a timeline of deceit and destruction

In today's Bearcast I look at Tintra (TNT), Inspirit Energy (INSP), MJ Hudson (MJH) run by the founder of the West Ham United supporters on Linkedin but for whom there look to be no excuses, Bidstack (BIDS) and the Abrdn Smaller Companies IT (ASCI)
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PREMIUM CONTENT

Caracal Gold – another letter to Andrew Monk as the formal FCA investigation ratchets up

Andrew Monk of VSA Capital (VSA) has spent the past week sunning himself at the Indaba Mining conference in Zim South, attending cocktail reception after cocktail reception or, as he terms it, working. But now he is back and finds his prized client, Caracal Gold (GCAT), in the midst of a full scale FCA enquiry into insider dealing and market abuse. As the first scalp was announced today, I have dropped Andrew a note.
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PREMIUM CONTENT

Death Spiral Finance. What Can Possibly Go Wrong?

Providers of loans to small cash- strapped publicly listed companies, (usually, but not always AIM) which are convertible into equity linked to the average prevailing share price (VWAP) tend to get a bad rap in the same way that the loan shark or the “usurer” gets a bad rap. The type of finance which they purvey is known as “death spiral” which says it all. They normally have websites which provide the bare minimum of detail and describe themselves as “investors” or “growth facilitators” or some sort of misleading handle.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: is Anglesey Mining a fraud?

For reasons I shall explain I know this company well. Is it a fraud like,say, Supply@ME Capital (SYME)? No. But anyone holding since the highs is down 99%. The company engages in sharp practices and I view its assets as worthless. So it will be a zero in the end. How Anglesey Mining (AYM) is still going after 35 years defies belief.
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Top-10

Notes from Underground – Most read articles for the week ending 11 Feb 2023

The most-read non-Tom article this week is by Chris Bailey, Gold: you're indestructible (even if the price goes down sometimes)  at No 6 or No 14 including Bearcasts.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: a failed and humble fund manager offers advice to a conceited successful one, Crispin Odey, over Advanced Oncotherapy

I discuss both Advanced Oncotherapy (AVO) where my target remains 0p. And I say that as the loyal owner of one share. Then also the green idiots suing Shell (SHEL) for not being green enough. Words almost fail me but, as usual, in the end they do not. I forgot to mention it but I commend to you my article on the utter bastardisation of democracy and Orwellian use of language by the Committee of the MCC, HERE
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: a buy idea with 20% total return target + what would Ben Turney v1 make of Ben Turney v2 after Friday's nonsense?

In today's podcast I look at Afentra (AET) and Gary Newman's patience with obvious cretins, ScotGold (SGZ), Chill Brands (CHLL), Guild ESports (GILD), Genedrive (GDR) - a £62 million short - Kavango Resources (KAV) and BAT Industries (BATS).
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Main Bearcast: Is Love Hemp now in administration?

In today's main bearcast I look at Love Hemp (LIFE) or should that be (DEATH)? then at Microsaic (MSYS), Advanced Oncotherapy (AVO), Guild ESports (GILD, Argo Blockchain (ARB) and finally Afentra (AET) after today's dynamite dossier HERE
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: I shall now block anyone emailing me about Kefi, it is sending me bonkers

In today's long Bearcast I discuss Kefi Gold & Copper (KEFI), Sosandar (SOS), Argo Blockchain (ARB), Ben's Creek (BEN), Cellular Goods (CBX) and an IPO from Primary Bid and the spivs at Novum to avoid like the plague: World Chess
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: The economic illiteracy of the political class: BP and its $27.6 billion profit

The tweet below is from Labour shadow chancellor Rachel Reeves but I also cite Lib Dem leader Ed Davey for spouting equal tosh this morning. I start with BP (BP.) and windfall taxes. Then it is onto Tintra (TNT) with two more bombshell exposes today. My target price here is now officially 0p. Then it is onto another Dominic White, of the fraud Supply@ME Capital (SYME) infamy, MaxRets Ventures (MAX). En passant I mention DeepVerge (DVRG).
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PREMIUM CONTENT

Essentra – proposed special dividend and share buyback, Buy

Essentra (ESNT) has now announced how it intends to structure a previously noted £150 million return to shareholders following the disposals of its Filters and Packaging divisions to focus on being a leading global manufacturer and distributor of components.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Manchester City should suffer a Saracens+ penalty and here is why

I start with Manchester City and then move onto Tintra (TNT) where i a am now working on a 3rd exposé in three days. It has all the hallmarks of a zero and regulators need to step in. In the same vein I discuss Caracal Gold (GCAT) amid a dash for trash. Then it is onto HUI (HUI) and Powerhouse (PHE) and finally I discuss Vast Resources (VAST) where - as I warned a placing dump followed the Zim diamond pump. This will not be the last bailout placing.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: feeling a bit fragile today for reasons you can guess & is there any way back for disgraced pot stocks?

I am sure you can guess the sport related reasons for the fragility. Blame my pal C who you may have met at ShareStock last year. It is all his fault. I start with that and a milestone this website reached on Friday. Then onto pot/CBD stocks including Seed Innovations (SEED), Chill Brands (CHLL), Oxford Cannabinoid (OCTP), Love Hemp (LIFE) and Cellular Goods (CBX) and "investment expert" Clem Chambers of ADVFN (AFN) infamy. No sniggering at the back please
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Top-10

Notes from Underground – Most read articles for the week ending 4 Feb 2023

The most-read non-Tom article this week is actually the Visual Capitalist graphic, The Biggest Global Risks of 2023, which is a first. The most-read non-Tom non graphic article is by Chris Bailey with Why FTSE 100 stocks such as GSK and Vodafone are always worth thinking about (but only one of them is a buy today) at No 3 or No 8 including Bearcasts.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - FTSE 100 hits record high and Malcolm fills his boots - is he mad?

I start with today's bombshell expose. Either shares must be suspended or an RNS is needed to answer specific allegations, first thing on Monday. Then it is onto the FTSE 100 hitting a record high: buy, sell or hold?. Finally, the full Sharestock line-up is (almost) revealed. You can book your seats (50% of which have now gone) HERE
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Bear
PREMIUM CONTENT

Doubling down on Argo Blockchain and Canadian Overseas Petroleum

Both Canadian Overseas Petroleum (COPL) and Argo Blockchain (ARB) have featured here as shorts. Let’s start with the undoubted success.
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SLP
SLP
PREMIUM CONTENT

Sylvania Platinum – Q2 report, production guidance increased

Platinum group metals in South Africa company Sylvania Platinum (SLP) has announced results for its quarter ended 31stDecember 2022 and that “FY2023 production guidance increased, targeting 70,000 to 72,000 4E PGM ounces” (up from 68,000-70,000 ounces). Good news from a current 106p share price we suggest.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: remember to sing Delilah tomorrow wherever you are

I start with news on ShareStock - we have now completed the speaker line-up and 50% of the seats for September 23 are now reserved - for details and to book your seat go HERE. Then it is Canadian Overseas (COPL), Nanoco (NANO), BSF Enterprises (BSFA) where its placing ahoy and a joke valuation, and then Caracal Gold (GCAT). Finally, I shall be wearing an Ireland shirt in a pub full of Welshmen tomorrow, make sure you all sing Delilah wherever you are. 
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PREMIUM CONTENT

Caracal Gold letter to FCA: does it support insider dealing & not disclosing price sensitive information?

The FCA appears to be plodding on with its enquiry into Caracal Gold (GCAT) despite the company admitting to a litany of wrong doings including share trading by its CEO Robbie McCrae while sitting on price sensitive information (insider dealing to you and me) and massive breaches of the disclosure rules. This is an open and shut case and McCrae should be in prison. There are also questions for Andrew Monk of VSA Capital. I have sent another letter to the FCA which regulates ( no sniggering at the back) both the Standard List where Caracal’s shares are traded and also Mr Monk and VSA.
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PREMIUM CONTENT

Fresnillo – Q4 report, a recovery from production challenges: Buy

The world's largest primary silver producer Fresnillo (FRES) has issued a fourth quarter production report and 2023 guidance for 104-115 million ounces of silver equivalent production.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: why is 2nd February a big day for me? I just cannot remember

I struggle to remember why I should remember 2nd February. Then, with Kefi Gold & Copper (KEFI) shareholders again jamming my email in box with pointless emails, I squeeze in time to discuss Purplebricks (PURP), Canadian Overseas Petroleum (COPL) where Lucian is - sensibly - adding to his short, Cineworld (CINE), Vast Resources (VAST) and the daft economically illiterate suggestions about extra windfall taxes for Shell (SHEL) and Centrica (CNA).
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The snake oil salesman Arthur Millholland of Canadian Overseas trolls ShareProphets and Tom Winnifrith - this did not age well

On 8 April 2022 I reported Canadian Overseas Petroleum (COPL) and its CEO Arthur Millholland to the FCA, branding the CEO a "snake oil salesman" as you can see HERE. His response issued via RNS on 14 April was a direct attack on me and on this website. He branded his critics as "snake oil salesmen" and false "prophets". He was talking about me. He said critics did not understand accounts and were in it for my their "nefarious" gain. I suggest, never having had a position long or short in Canadian, just being a journalist who trained as an oil analyst I am today vindicated as the company warned it could go bust and its shares collapsed. Millholland's statement is below. It has not aged well.
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: If I were going to list a fraud in the UK this is what I'd do

I start with this, I promise, hypothetical explanation. Then I look at Canadian Overseas Petroleum (COPL) – ouzo for yours truly tonight. There was not time to discuss another triumph, Guild ESports (GILD) so you will have to make do with my article earlier HERE but I am working on the next exposé of that crock. Then I look at Darktrace (DARK) and Deepverge (DVRG) which might just be a buy. I discuss ShareStock, now almost half booked out even though it is not for almost nine months. You can get more details, discover our latest new speaker and book HERE
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Gabriel vs Darktrace, myself vs David Beckham

I start with an apology for Canadian lie-ins. Then I look at Darktrace (DARK) - Gabriel Grego's new target ,at Caracal Gold (GCAT) and 2 questions for Andrew Monk as the FCA enquiry continues, ITM Power (ITM) and David Beckham stock market disgrace Guild ESports (GILD) and why its deception today matters., 
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PREMIUM CONTENT

Letter to the FCA: Directors of David Beckham’s Guild ESports have surely deceived and broken the law

I do not wish to be obsessive but yet again we find that companies on the Standard List, which is regulated by the FCA ( no sniggering at the back), as opposed to the AIM Sewer, are issuing abridged results which, as a result of highly material omission, actively deceive investors. Canadian Overseas Petroleum (COPL) is a pioneer of such deception but David Beckham’s Guild Esports (GILD) has today taken this to a new level. I have written to the FCA
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Sincere apologies to Britain's latest Buffett, Mr Tim Blackstone

I end with an apology to Tim. I start with the annual agony of a tax return. The Mrs is struggling. Then onto Vast Resources (VAST), Tintra (TNT), can anyone explain the mystery to me? Rosslyn Data (RDT), Predator Oil & Gas (PRD) and UK Oil & Gas (UKOG).
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Greed vs Fear, Bailey vs Stacey

I explain why this Bearcast is late then cover how more buy notes means a worse share price performance in small caps, Flybe going bust again and how that relates to firms like Inspirit (INSP) and Aston Martin Lagonda (AML) and plans to bring back Help to Buy, the last thing this country needs. Then it is Greed vs Fear, Bailey vs Stacey.
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Top-10

Notes from Underground – Most read articles for the week ending 28 Jan 2023

The most-read non-quiz non-Tom article this week is by Nigel Somerville with Ariana – 2022 Production Result: A Top Effort: Buy  at No 2 or No 6 including Bearcasts.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: More folks I'd jail over Neil Woodford, the SUPP gang & scumbag Paul Griffiths of Predator on the ramp

I start with NatWest closing down a bank branch (quite rightly) and what the fuss made by MPs etc says about the doomed UK. Then I look at Predator (PRD) and others ramping for survival, a chance for bears not bulls. Finally a long look at Schroder UK Public Private Trust (SUPP), formerly WPCT, past present and future.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: The rise and fall of Chesterfield Resources - surely it is now bust?

I start with a few thoughts on Holocaust Memorial Day then a few on Warwick School business which I attended to yesterday. Then it is onto Chesterfield Resources (CHF) where THIS BEARCAST warning of the joke Pacton deal now looks to be very much on the money. I suggest it is bust. Then it is onto Cellular Goods (CBX) and Versarien (VRS).
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AVO
AVO
PREMIUM CONTENT

Advanced Oncotherapy – is the funding farce about to end, prompting a share price collapse? This company could well go bust!

Each month, Advanced Oncotherapy (AVO) needs between £1 million and £2 million to keep the lights on. And to date, each month Odey Asset Management has been writing a cheque, buying shares at 25p (par value) to keep the show on the road. But the shares are slipping and is this farce about to end prompting a share price collapse?
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - Not sure when the next one is

I am on a road trip from tonight on Warwick School business so am not sure when the next podcast is. Maybe tomorrow, maybe Friday or even Saturday. Then there is the news that 45% of ShareStock seats now taken - book yours for September 23 HEREAhead of that I have some very bearish macro ponderings about the state of the UK, then cover Caracal Gold (GCAT), Predator Oil & Gas (PRD), the fraud Supply@ME Capital (SYME), Deepverge (DVRG) and - in depth - Inland Homes (INL)
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - I'm ruined by Probiotix as its shares crash. Not. And an apology to Turner Pope

In today's podcast I start on Zephyr Energy (ZPHR), then move onto Caracal Gold (GCAT). I cover: Iconic (ICON), African Pioneer (AFP) and wretched Colin Bird, Probiotix (PBX), Optibiotix (OPTI) and Skinbiotherapeutics (SBTX). Then it is Norman Broadbent (NBB), the fraud Supply@ME Capital (SYME) and Versarien (VRS).
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Tom

Sharestock September 23 2023: two more returning speakers to join the four new stars

This morning I met a man who organises tents. We wandered to the elevated lawn behind my barns and worked out how he can supply a big tent and chairs for ShareStock 2023. Things are now underway. Next in, I will get a friend of mine in to manage catering so that we have everything from morning coffee to home grown supper supplied on time. And I am working hard to get an amazing speaker line-up organised as soon as possible.
WG
WG
PREMIUM CONTENT

Wood Group – 2022 trading update, “attractive growth prospects”?

Wood Group (WG.) has issued a trading update for the 2022 calendar year, including emphasising “underlying revenue growth… led by Operations and Consulting with a return to growth in H2 in Projects” and that it has “attractive growth prospects”.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Now I can talk about Kefi

I start with a meeting at the Ha Ha earlier. As each day passes more details are inked in for ShareStock 2023 on September 23rd. More details and ticket booking is HERE. Then onto Kefi Gold & Copper (KEFI), Caracal Gold (GCAT), Vast Resources (VAST), Argo Blockchain (ARB) and then poor Gary Newman and the effect of those poisonous spiders he kissed from Suriname and Audioboom (BOOM)
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TUI
TUI
PREMIUM CONTENT

TUI may be flying but it is still a short

Shares in TUI (TUI) have risen around 35% since December when it announced that it intends to pay back the German Government the expensive emergency funding it secured during the pandemic and there has been general relief amongst investors in the travel space ( and with travellers themselves) that normality has returned. So it is worthwhile examining whether the bear case is still intact.
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PREMIUM CONTENT

Buy Yourgene - target 0.6p

On 21st December, with its shares having previously closed at 1.85p, Yourgene Health* (YGEN) announced a “capital raising” for “not less than £5.0 million” stated to “provide near-term working capital; and facilitate further restructuring of the group's cost base, removing £2.0 million of annual operating expenditure. The company will also utilise any additional net proceeds to fund regulatory approvals and existing product enhancements”. I.e. it was cash crunch ahoy and, having left the fundraise to that point and with stock market conditions dreadful, the raising was at… 0.30p per share! Unsurprisingly, that sunk the shares, but with new capital now raised and sentiment arguably having hit rock bottom, we see some good recovery potential from a current 0.38p offer price. (now 0.41p)
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Top-10

Notes from Underground – Most read articles for the week ending 22 Jan 2023

The most-read non-quiz non-Tom article this week is by Nigel Somerville with  Centamin – Court Win Secures Mine Concession Agreement: BUY  at No 5 or No 11 including Bearcasts.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Kefi and its shareholders again: aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaagh

In today's podcast I look at the critical difference between the Standard List & Aquis and the AIM sewer and why advisers like Andrew Monk are thus anti AIM. I am not so sure. Then I look at Kefi (KEFI) some of whose shareholders who just do not understand insider dealing laws are doing my head in.
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PREMIUM CONTENT

Note to Andrew Monk: Rule Breaking by your client Caracal Gold

I have today written to “the monkey” the boss of VSA Capital, advisors to Caracal Gold (GCAT) which has driven a coach and horses through the rule book of the Standard List. Does Monkey care? Does he think he has a reputation to lose by not caring? Or are those unpaid fees to VSA more important than salvaging what is left of its reputation? When will it fess? The letter to Monk is below
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CEY
CEY
PREMIUM CONTENT

Centamin – Q4 and full-year update, a progressing gold BUY

Centamin (CEY) has issued an update on the fourth quarter and full-year of 2022, including emphasising that it is now looking forward to further increasing gold production while continuing to manage cost pressures and progressing the multiple identified opportunities across its portfolio.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Zamaz shares collapse, the FCA disgraces itself again

In today's Bearcast I look at Zamaz (ZAMZ), Love Hemp (LIFE), Mirriad (MIRI) and in depth at Versarien (VRS) as its shares slide again ahead of what will be appalling results and an auditors warning within 10 days. Neill Ricketts...it could not happen to a nicer bloke.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Boohoo is it a buy or a short or just one to watch from the sidelines with beer and popcorn?

I start with walking to school with Joshua in the snow then cover being an insider (Kefi and Skinbiotherapeutics) and what it actually means. Then Mode Global (MODE), ouzo on my cornflakes again, folks were warned, Red Rock Resources (RRR) and its comical broker note, and finally today's trading statement from Boohoo.com (BOO)
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: But the Welsh Girlies are shite and nobody wants to watch them!

I start with the news that the Welsh women and men's soccer teams will now get equal pay. Does nobody understand economics any more? Then it is onto bitcoin and also Argo Blockchain (ARB). Then Advanced Oncotherapy (AVO) which sounds madder by the day. It certainly does not understand economics. Then nanosynth (NNN) and finally Omega Diagnostics (ODX). I wonder how this Saltire flying Scottish dickhead is doing these days? 
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Cellular Goods races towards zero, tough luck David Beckham ( statement on RTO & fund raise needed)

I start with a few words on the weather here in North Wales which brings much joy to my kids and then on Warwick School historic abuse matters. Then it is on to Caracal Gold (GCAT), Corero (CNS), Cellular Goods (CBX), Dev Clever (DEV), Skinbiotherapeutics (SBTX) and THG (THG). 
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Bully
PREMIUM CONTENT

Twitter troll glorifies violence against Tom Winnifrith

Will the online harm bill do anything to protect journalists facing constant online harassment including a celebration of violence against them? I doubt it. I bring you Tuesday's TW troller of the day.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Amigo really should be friendless

I start with the FTSE 100. Should we celebrate it "soaring" to the level it was at the time of the war criminal Blair? Then onto Caracal Gold (GCAT) and more bad news on the way, to ITM Power (ITM), Inland (INL), Amigo (AMGO), IGC-Longbow Senior (LBOW) which lies about my anonymity and Tower Resources (TRP) and its desperate attempt to hide a death spiral with a verbose release.
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PREMIUM CONTENT

Letter to FCA – Caracal Gold: surely public sanctions needed?

Yesterday I started what is likely to become a series on why Caracal Gold (GCAT) is a zero with shocking revelations HERE. There is more to come. But already there is clear evidence that Caracal has breached market rules in a most serious way not once but twice. Sanction against Caracal, its CEO Robbie McCrae and possibly its advisor and the main promoter of its shares, VSA Capital, is now clearly merited. I have written to the FCA which is the regulator, no sniggering at the back, of the Standard List where Caracal is quoted and also asked questions about  Andrew Monk’s VSA.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Malcolm Stacey failing as a bear and why the Caracal scandal is so huge and matters

I refer at the end to a podcast on the Northern Ireland census I recorded today. Honestly it is more interesting than it sounds and is HERE. I start with Malcolm's failed career as a bear and where blue chips and small caps go from here. Then onto our bombshell on Caracal Gold (GCAT) today HERE and all the other red flags and why it matters that the FCA acts on this one.

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: The point of speaking to Harry Adams and do I believe the Kefi boss?

I start with the NHS pissing money away on my lawn, then onto why I opt to speak to CEOs, gold and Kefi Gold & Copper (KEFI)
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Revolution Beauty's bosses should be in jail, if this is not massive fraud what is?

In today's podcast I discuss the naivete of the spider kisser over Coro Energy (CORO) but my main focus is on the fraud at Revolution Beauty (REVB). How on earth are Tom Allsworth and Adam Minto not heading for jail. And as for the shares....
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Happy Birthday to Me, only NOT a pensioner now thanks to Steve O'Hara!

Yes its my birthday. Ahead of a cake made by the Mrs and a takeaway from what I am told is the finest Indian in Wrecsam, I discuss musicmagpie (MMAG) in depth, Argo Blockchain (ARB) en passant and Trustpilot (TRST) in depth.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Why Argo really is worth 0p

In today's podcast I look at nanosynth (NNN) and why its RNS crimes do matter, Argo Blockchain (ARB), Kefi Gold & Copper (KEFI), Reach (RCH), Cellular Goods (CBX) and Colin Bird POS Tiger Royalties (TIR) where data today shows how a recent placing only postponed death.
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PREMIUM CONTENT

Essentra – 2022 pre-close trading update, still a relatively lower-risk Buy?

Essentra (ESNT) has issued a full year 2022 pre-close trading update including that its “resilience is supported by its breadth of customers, market categories, geographies and acquisition momentum” and confirming an intention to return approximately £150 million to shareholders this quarter. So what of a current 218p share price?
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: if Nanosynth was US listed its directors & advisors would be getting an SEC collar feel

I dropped my two year old off at school for the first time today. I am sure every parent knows that moment well. I move from that onto Nanosynth (NNN), a scandal for all concerned where my warnings have been 100% vindicated today. So its ouzo there but also at Canadian Overseas Petroleum (COPL). I look in detail at Eden Research (EDEN) and cover Anglesey Mining (AYM) and Trevor Brown's POS Braveheart (BRH)
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PREMIUM CONTENT

Canadian Overseas Petroleum – Letter to FCA as disclosure rules broken again, does anyone care?

Not for the first time I find myself writing to the FCA as the regulator, no sniggering at the back, of the Standard List. And not for the first time it is about Canadian Overseas Petroleum Limited (COPL) which appears to be in terrible financial trouble and is now, apparently, breaking listing rules. This company’s shares should be suspended at once pending a statement. The letter is below.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - a long term investment I shall never see, its for Joshua and will probably fail

I start with that investment c/o my pal Dave from Chester Zoo, Then I look at Eurasia Mining (EUO), Okyo Pharma (OKYO), Eden Research (EDEN), Nanoco (NAN) - which I may have misnamed in the podcast - Cellular Goods (CBX) and Frontier Developments (FDEV). Tomorrow I have a Julie "Lingerie on Expenses" Meyer treat for you all. It seems she has been a naughty girl (again).
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PREMIUM CONTENT

Buy Fresnillo ( one of our share tips of the year and its already flying)

Fresnillo (FRES) has seven operating mines all of them in Mexico. This impacted it in 2022 with Mexican labour reform challenges adding to the wider ones such as supply chain bottlenecks and cost inflation. In October a third quarter report concluded “remain on track to meet our 2022 full year guidance of 50.5 to 56.5 moz of attributable silver... and 600 to 650 koz of attributable gold production” and just yesterday the company was “pleased to confirm the final testing of the downstream power distribution and control systems at the Juanicipio project is now complete… commissioning of the project has formally begun. Ramp up will now be conducted at pace”.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: the argument for not selling rubbish like Red Rock and Wishbone

I start off with why the Times' demands for a Sheriff of Tipsters smacks of glass houses and throwing stones. Has its own tipster declared all conflict of interests. Then onto gold, looking at my portfolio and why I have not sold Red Rock (RRR) and Wishbone Gold (WSBN) yet despite my grave governance reservations and their failure to monetise assets whose quality I start to doubt. So why not sell and reinvest in a higher quality play I own like Centamin (CEY), Ariana (AAU) or even Kefi Gold & Copper (KEFI). One reason was the illness that laid me so low I just forgot. But there are others which I explain in the podcast, my second of the day after this photo/podcast from Lake Vyrnwy which has given me great pleasure.
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Top-10

Notes from Underground – Most read articles for the week ending 7 Jan 2023

The most-read non-quiz non-Tom article non-Tip of the Year article this week is by Peter Brailey with  2023 – the outlook for Oil, Gas and Energy and oil stocks to buy and sell  at No 2 or No 11 including Bearcasts and Tips of the Year.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: the wretched Times calls for a Sheriff of online share tipsters

It misses the point. I discuss why as I prepare a second Christmas meal for a ShareProphets reader. It is all part of the service. It could be you next year.
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Price-Vs-Value
PREMIUM CONTENT

ShareProphets readers tips for 2023 prize competition Entry List

Having asked for readers tips for 2023 for the prize of 1/2 litre of Tom Winnifrith's Greek Hovel olive oil (2023 harvest) HERE, the following is the list of entrants (to be eligible needed to have selected, on a once per username basis, a buy & sell pick from the LSE, AIM casino or Aquis lobster pot and the stocks not to have been suspended at the commencement of 2023).

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Elon Musk businessman of the year or just a mega crook on a roll?

After all Time Magazine made Hitler man of the year 1938 and - I think - made Great Thunberg, the Doom Goblin, Person of the year as well. As folks in Europe and America freeze to death in coming years they will look back on both awards in an unkind way. So what of The Times making Elon its businessman of the year? As Ouzo man starts shorting Tesla (TSLA) again is this a Hitler moment? I also look at Asiamet (ARS), at whether UK retail had a better Christmas than expected and at Quantum Blockchain (QBT), surely a pre-placing pump is underway. 
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Photo Bearcast: Was this another Zak Mir brown envelope job & should I buy Yourgene?

Eldur Olafsson of Amaroq (AMRQ) thinks I am a member of the British establishment. I explain why I am not. No doubt Sir Arthur Cochrane would view me as he viewed his daughter, my grandmother, as a "traitor to our class" But I am. and explain why with reference to Eldur's company. Then it is onto Zak Mir and the Okyo (OKYO) scandal. Your link to his video is HERE. And the photo below is of Zak himself relaxing today at the Carlton Club. That is the establishment today which makes me so hostile to it all and determined to be a simple goat farmer. Then I answer a, rather unfair, question on Yourgene (YGEN) before looking at Argo Blockchain (ARB) and Angle (AGL)
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Gold
PREMIUM CONTENT

A Swallow Flew Past The Montana Log-Cabin

Tom Winnifrith jibed me yesterday for not having a party because Gold has gone up. It is true that Gold has been having a good run – indeed, as per my recent articles from the Montana Log-Cabin, I believe that things are set up beautifully for a good run.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: the mystery of the Midas Harland and Wolff share tip

I start with a bit about weather, snow rain and drought. Then gold vs bitcoin, Enwell (ENW), Ferrexpro (FXPO), Harland & Wolff (HAWL), Argo Blockchain (ARB), Powerhouse Energy (PHE) and Pantheon Resources (PANR) before ending with Vast Resources (VAST) where a placing at 0.1p is surely being attempted after today's incomplete news.
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OUTSIDE ALL PAYWALLS: Letter to AIM Regulation – were Bidstack’s pre placing interims bogus & misleading? Enquiry needed now!

Yesterday there was an admission from Bidstack (BIDS) that its soon to be former business partner Azerion had terminated the venture and had not been paying invoices for some time. This begs the question: were interims released on August 8 2022 bogus and designed purely to pump the shares ahead of the 5 October bailout placing. I have written to AIM Regulation demanding it launch an enquiry.
Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Is this the time that Bidstack's James Draper really does go to jail - questions about the interims

I start with some nerd like comments about river and reservoir levels in North Wales. Bear with me. This will be interesting I promise. Then Bidstack (BIDS) and what questions today's shocker begs about the pre-placing interims. Surely the Nomad ( SPARK) and AIM Regulation must investigate. Then Okyo (OKYO) where post podcast recording the company has published interims on its website. Technically it missed the deadline and the FCA - whose conversations with me I discuss - must take this further. As it happens the interims are truly appalling and red flag strewn as I discuss HERE, Then I discuss Lucian's two big oil shorts: Pantheon Resources (PANR) and Canadian Overseas (COPL). He is right on both IMHO. Finally a few words on Helium One (HE1)
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Price-Vs-Value
PREMIUM CONTENT

DEADLINE 6:59am Tues 3rd Jan: ShareProphets readers tips for 2023 prize competition - ENTER HERE

As who will win the 2022 ShareProphets readers tips competition falls – the result to be revealed on this website over the new year bank holiday weekend, the 2023 competition is now launched. The prize is 1/2 litre of Tom Winnifrith's Greek Hovel olive oil (2023 harvest). To enter, just put in the Comments to this article - on a once per username basis - ONE BUY & ONE SELL PICK FROM THE LSE, AIM casino or AQUIS lobster pot (with the stocks not suspended at the commencement of 2023). Entry closes & prices - buys offer price (and performance measured to bid price) and sells vice-versa - are from before the RNSs start at 7am on Tuesday 3rd January 2023. Steve Moore will again update monthly on how the competition is progressing. Good luck all...
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: 4 stocks that I did not quite make my 2023 tips of the year

I discuss manic swings between optimism and pessimism, my own pessimism re the world and UK PLC but my relative optimism on shares. Then I discuss 4 stocks almost making it as my share tips of the year but not quite - 3 sells, 1 buy.
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Father Christmas
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The ShareProphets 20 share tips of the year 2023 – No 20 is a SELL from Tom Winnifrith

Between Christmas Eve and the start of the trading year 2023 we will be serving up 20 tips – 2 from each of our writers but six (all sells but that may not be true) from me. Twentieth up is a SELL from myself, Tom Winnifrith. I write….
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Father Christmas
PREMIUM CONTENT

The ShareProphets 20 share tips of the year 2023 – No 19 is a SELL from Tom Winnifrith

Between Christmas Eve and the start of the trading year 2023 we will be serving up 20 tips – 2 from each of our writers but six (all sells but that may not be true) from me. Nineteenth up is a SELL from myself, Tom Winnifrith. I write….
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Price-Vs-Value
PREMIUM CONTENT

ShareProphets readers tips for 2022 competition results. And the winner is...

Having asked for readers tips for 2022 for the prize of 1/2 litre of Tom Winnifrith's Greek Hovel olive oil (2022 harvest) HERE, the following is the competition result (to be eligible needed to have selected, on a once per username basis, a buy & sell pick from the LSE, AIM casino or Aquis lobster pot and the stocks not to have been suspended at the commencement of 2022). And the winner is...

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Boom
PREMIUM CONTENT

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.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: A rotten end to 2022 for the vile slug & self confessed liar David Williams of Avanti infamy + bubbles bursting for Malcolm and Darren

I start with Williams. Everything that is wrong about fat Tory conceit and sleaze. Then the bursting of the green and pot bubbles and why Malcolm and Darren just cannot see either. 
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Boom

The 20 Most Listened-to Bearcasts of 2022

Tom's Bearcasts are the most popular part of ShareProphets – and that's by what we can count. Podcast plays on individual’s personal phones or computers are notoriously unmeasurable. These 20 Bearcasts are what the members of ShareProphets could not get enough of in 2022.
Top-10

Notes from Underground – Most read articles for the week ending 31 Dec 2022

The most-read non-quiz non-Tom article this week is from Nigel Somerville with  Looking Back Over My Christmas Tips For 2022  at No 3 or No 15 including Bearcasts and Tips of the Year.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - I just cannot tolerate executive greed even when the executive is dead

I start with the case of Atlantic Lithium (ALL) and share options for its late CEO. Then I look at why some bombed out stocks will bomb again in 2023 - Malcolm's green shite - and then at a couple of others that may recover massively next year as I discuss my entry in our readers share tips contest which I urge you to enter HERE 
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Pantheon collapses, boy you should have heard Peter Brailey on September 10

I start with a health update, finally some joy from the NHS and, even before that, I am starting to feel better. Then it is onto Pantheon Resources (PANR), Inspirit (INSP), and Atlantic Lithium (ALL) and share options, incentivising the dead. Then macro calls on interest rates, inflation, the real economy, shares, bitcoin, gold and oil. Details of ShareStock 2023 on September 23 are HERE
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Father Christmas
PREMIUM CONTENT

The ShareProphets 20 share tips of the year 2023 – No 14 a SELL from Tom Winnifrith

Between Christmas Eve and the start of the trading year 2023 we will be serving up 20 tips – 2 from each of our writers but four (all sells but that may not be true) from me. Fourteenth up is a SELL from myself, Tom Winnifrith. I write:
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Father Christmas
PREMIUM CONTENT

The ShareProphets 20 share tips of the year 2023 – No 13 a SELL from Tom Winnifrith, target 0p

Between Christmas Eve and the start of the trading year 2023 we will be serving up 20 tips – 2 from each of our writers but four (all sells but that may not be true) from me. Thirteenth up is a SELL from myself, Tom Winnifrith, where the target is 0p. I write:
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JLP
JLP
PREMIUM CONTENT

Jubilee Metals – Zambia and Corporate Update, making further progress

Jubilee Metals (JLP) has issued a ‘Zambia and Corporate Update’, including noting “successful completion of the water infrastructure upgrade at its Roan Project and continued advances in the production of cobalt and copper from waste at its Sable Refinery in Zambia”. So what with the shares currently at 10.25p in response?
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: GOTCHA Chill Brands but Argo postpones death by a year

In today's Bearcast I discuss Chill Brands (CHLL), which fesses to another TW Gotcha, as it serves up piss poor numbers. Then Cellular Goods (CBX) which I cannot see digging itself out of a hole of insolvency. Finally Argo Blockchain (ARB) which has merely postponed death by 8-15 months with today's announcement. The target is still 0p.
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Father Christmas
PREMIUM CONTENT

The ShareProphets 20 share tips of the year 2023 – No 6 is a SELL from Tom Winnifrith

Between now and the start of the trading year 2023 we will be serving up 20 tips – 2 from each of our writers but four (all sells but that may not be true) from me. Sixth up is a SELL from myself.
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Top-10

Notes from Underground – Most read articles for the week ending 24 Dec 2022

The most-read non-quiz non-Tom article this week is from a brand new face at ShareProphets, Cat Jeeves. Cat comes in at number six with  NEW BEAR DOSSIER: Will Futura Medical STIFF the bulls or number 13 including Bearcasts.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Yourgene (again) and not forgetting Christmas 1914 in France with great, great uncle Douglas

I discuss Yourgene (YGEN) again - should the directors be sued? Then I read to you the account of Rev Douglas Winnifrith from France in 1914 as I make a comment or two about Christmas and suffering. I wish you all a very merry Christmas. I must now brave a cold garden to pick the vegetables for lunch tomorrow.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Beckham's pot dream up in smoke as I defend loathsome Neill Ricketts

I got up early to do part one of my Christmas Carol series today. I had been lying in bed thinking about it and some of the jokes for hours. I hope you enjoyed it. Part two will be tomorrow when we also start our tips of the year, a series of 20. Today I discuss Versarien (VRS), Cellular Goods (CBX) and "the gang" and Advanced Oncotherapy (AVO) where - with the shares now at less than half of par - matters are getting critical and the final collapse could be imminent.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: 57 calls NOT to get a GP Appointment, the useless bloody fecking NHS

I start with a rant. Then I go onto look at Canadian Overseas Petroleum (COPL), why I am less bullish on oil than Gary Newman, Argo Blockchain (ARB), AAA (AAA), Asimilar (ASLR) and Audioboom (BOOM)
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bonus Bearcast: GOTCHA Yourgene

The shares have collapsed 80% today and from 4.25p on November 3. I explain why that matters and why heads must roll as this stock is now just not investable.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: I am sure I win my bet with Cliff Weight

I start on my health which seems to be improving. I then cover Nightcap (NGHT) - with another shocking expose - Cineworld (CINE), Eurasia Mining (EUA), the fraud Supply@ME Capital (SYME) and Zephyr Energy (ZPHR) where I reckon I have won my bet with the ShareSoc BSD. I offer him another bet of a similar nature.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - back on the sick bed

I have no idea what this lurgy is but I cannot throw it off and feel dreadful. In today's podcast I cover Truspine (TSP), Vast Resources (VAST), Bens Creek (BEN) a zero for 2023, and San Leon (SLE).
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KLR
KLR
PREMIUM CONTENT

Keller Group – income and growth value?

A trading update last month from Keller Group (KLR) included that “since the half year results, trading has continued at record levels” and that it is to “recommend a further 5% increase in the final dividend to 24.5p (2022: 23.3p). This would bring the 2022 total dividend payable to 37.7p (2021: 35.9p)”. We see income and growth value from a 747p offer price.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Falling out with my old college ( again) over Christmas

Oxford is so full of Godless liberal tossers these days. After a brief rant on that matter I look at the importance of December to the bars and restaurant trade and how this month will be awful. I suggest why the lack of profits warning Sarah Willingham is now sitting on will force a bailout placing at Nightcap (NGHT) - any takers at 4p? I also look at Tintra (TNT) and nanosynth (NNN) as it heads for zero. 
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AVO
AVO
PREMIUM CONTENT

Letter to the FCA – Odey Asset Management wasting clients cash?

I have commented extensively on this issue. I cannot understand how Odey is not both creating a false market in shares in Advanced Oncotherapy (AVO) – so inflating its AUM - but also knowingly and deliberately losing money for clients. I have written to the FCA asking it to examine the matter

Request that you investigate Odey Asset Management over share dealings in Advanced Oncotherapy
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Posties are greedy bastards and their company will go bust, its just a matter of when

Not quite as greedy as the Nurses. But do you know what the average screw of a postie is? I discuss that and why Royal Mail Group (RMG) is doomed and its equity must eventually go to zero. Then I discuss transparency ref Red Rock (RRR), nanosynth (NN) and others.
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Top-10

Notes from Underground – Most read articles for the week ending 17 Dec 2022

The most-read non-quiz non-Tom article this week is from Chris Bailey with  You can all guess what the latest Rightmove survey  at No 7 or No 14 including Bearcasts.

Price-Vs-Value

ShareProphets readers tips for 2022 competition – now under two weeks to go update

Having asked for readers tips for 2022 for the prize of 1/2 litre of Tom Winnifrith's Greek Hovel olive oil (2022 harvest) HERE, the following is an update on performance with now under two weeks to go (to be eligible needed to have selected, on a once per username basis, a buy & sell pick from the LSE, AIM casino or Aquis lobster pot and the stocks not to have been suspended at the commencement of 2022).

PREMIUM CONTENT

DS Smith – interims, still a Buy

Packaging company DS Smith (SMDS) has announced results for its half-year ended 31st October 2022 and that, with also current momentum in the business, it now expects full-year performance to be ahead of expectations. Good news.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - The £250m Dev Clever scandal everyone wants to ignore

This is a quarter of a billion up in smoke. Real money. So many Red Flags. So many guilty parties ( named here), so many crimes bit nobody seems to care. I do. I predicted this but the failings of so many and the huge losses many will suffer gives me no pleasure. 
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PREMIUM CONTENT

SkinBioTherapeutics – no-one watching o’clock results and equity raise, what’s the outlook from here?

SkinBioTherapeutics (SBTX) has announced no-one watching o’clock (4:30pm) results for its year ended 30th June 2022, with CEO Stuart Ashman stating “this financial year has been a mixed one for the group”. With the results coming with a potentially £3.5 million equity raise (albeit including an up to £1 million “retail offer”) at 16p per share, we’ve got some other words for it but where does this all leave the company now?
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: The macro market and real economy take and Skinbiotherapeutics

Recorded last night in Greece I am now on my way, I hope, back to Wales. I start with the real economy, wider stock market and small cap forecasting. That does have a bearing on the Skinbiotherapeutics (SBTX) placing which I also discuss in detail.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: falling out with three old friends edition

Maybe I have fallen out with these folks already: Colin Bird, Richard Poulden and Andrew Bell. But after this podcast I sure will have done so. I own shares in two companies mentioned. It is my intent to cut my losses when back at my desk in Wales next week and to reinvest the little cash that comes in, in a boring gold play with a dividend which will not be passing the begging bowl around numerous times next year. I think probably I shall buy a few more Ariana (AAU). The three companies that I slate today are Red Rock Resources (RRR), Tiger Royalties (TIR) and Wishbone Gold (WSBN)
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Why Mirriad is a zero and another reason why the cheerleading by Andrew Monk for Aquis is wrong: Love Hemp

Andrew Monk of VSA, who no longer speaks to me but only to deadwood press journalists who blow smoke up his arse, keeps on saying how wonderful Aquis is and how it will replace AIM. But it cannot unless it addresses the long tail of garbage listed there. I mention a few names but focus in on today’s statement from Love Hemp (LIFE). It is possibly the worst trading statement I have ever seen from a listed company. I then discuss why Mirriad (MIRI) may say it has £11m cash but why it is a zero.
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: after the funding time to close the Shield Therapeutics short?

he Greek Hovel olive harvest is done and I am soon off to the press. Phew. In today's podcast I discuss Shield Therapeutics (STX), FinnCap (FCAP) and Argo Blockchain (ARB) 
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VCP
VCP
PREMIUM CONTENT

Victoria plc – The Signs are There!

I have just finished reading Tim Steer’s excellent book, The Signs Were There (The clues for investors that a company is heading for a fall), which I thoroughly recommend. It contains chapters on many old favourites such as Connaught, Quindell/Slater & Gordon, Autonomy, Carillion and the Woodford Equity Income Fund. I hope that the book will be updated in the near future, and when it is I fully expect a chapter on Victoria plc (VCP).
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: time to write to the FCA about Odey

I start with macro economics and why I am so bearish on UK PLC. Then to Purplebricks (PURP) and the housebuilders in light of today's shocking warning from the UK banks on mortgage lending prospects for 2023. Then Parsley Box (MEAL), Vast Resources (VAST) as the trap door approaches and Advanced Oncotherapy (AVO, Odey Asset Management and the FCA. I may be wrong about this but I'd like the FCA to have a butcher's. Finally a big thank you from me on helping us raise all the money needed for the Woodlarks Christmas Grotto appeal. 
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: beware what a delirious Tom says, is this the end of Zak Mir at Lift?

First things first. We now need just £240 to wrap up the Woodlarks Christmas appeal. Please give a tenner HERE so we can do that on Monday. Thank you in advance. Second I am a bit delirious and explain why. Finally, is this the end of Zak Mir at the Lift Global Ventures (LFT) swizzle?
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Father Christmas

The annual Woodlarks Christmas Grotto appeal from Tom Winnifrith, just £20 shy of target! - can you get us over the line?

I know times are tough. But I am sure that if you are reading this you can afford a tenner or a fiver. And I ask that you hand that over to the amazing folks at Woodlarks as it does its first face to face Santa grottos for 200 kids whose, often short, lives are not like those we enjoy.
Top-10

Notes from Underground – Most read articles for the week ending 10 Dec 2022

The most-read non-quiz non-Tom article this week is from Gary Newman with  Horizonte Minerals is on the verge of debt drawdown to complete the Araguaia mine – still a Buying opportunity? at No 9 or No 15 including Bearcasts.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: why Gary Newman is so wrong on Coro

But we believe in free speech here so Gary is entitled to his opinion. But I explain why, in my view, Coro Energy (CORO) is a bargepole stock. The good news today is that we have now raised 84% of our Woodlarks Christmas Grotto appeal target. Please shut me up and donate a tenner (or more) to raise that last £443 HERE
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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: More Albanian problems and more Kefi shareholders on my case - I communicate with ’arry Adams

I explain my latest Albanian problem on day three of the harvest. The it is onto Kefi Gold & Copper (KEFI), Yourgene (YGEN), Kibo (KIBO), Procook (PROC) and Argo Blockchain (ARB). There is a bit of swearing for Catriona and Matthew's Dog since Matthew and C's Dad have both donated to the Woodlarks Christmas appeal. Thanks to them and you all we are now at 64% of target. If you are yet to donate, please shut me up and donate HERE.
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Bearcast
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Tom Winnifrith bonus bearcast - Argo, the end or the beginning of the end?

Tom First things first. We have now passed 50% on the Woodlarks Christmas appeal. If you can help us raise just another £1500 by donating a tenner we are there. Please donate HERE. Secondly Argo Blockchain (ARB) shares have been suspended. An extra ouzo for me tonight. I discuss reference the screen grab, of a page now deleted by Argo or maybe not, below.
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EZJ
EZJ
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easyJet – full-year results, now return to profit potential?

easyJet (EZJ) has announced results for its year ended 30th September 2022, including emphasising “achieved record headline EBITDAR in Q4 of £674 million” and “peak holiday weeks this winter, such as October half term and Christmas week in the UK, are back to normal levels of volume. Through these key periods, ticket yields are showing strength on the prior year, with the Christmas period's ticket yield currently up c. 18%”. Is this overall good news?
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SWG
SWG

Shearwater – interims and traditionally weighted second half “has started strongly”, still a Buy?

Technology security services group Shearwater (SWG) has announced results for its half-year ended 30th September 2022 and that it remains “confident, based on delivering the existing pipeline of opportunities”. So what’s the half-year detail and what of a current 95.5p share price?
Bearcast
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Tom Winnifrith Bearcast: time to close the Purplebricks short?

I start with a little joke about the weather and global warming. Then I discuss Tern (TERN) and Purplebricks (PURP).
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Bearcast
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Tom Winnifrith Bearcast: On Day 1 of the olive harvest, a challenge for loathsome Neill Ricketts but is he man enough?

It is day one of the harvest and feeling rather wet and very tired I explain a bit of what has gone on. Then it is onto Versarien (VRS), Chill Brands (CHLL) and musicMagpie (MMAG) two of which I expect to go bust in 2023.
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Bearcast
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Tom Winnifrith Bearcast: Revolted by Clem Chambers ex ADVFN

Recorded on the hoof before I fly to Greece, this Bearcast covers the open offer at ADVFN (AFN) and what new management must do to deal with the revolting greed, reward for failure and disgraceful behaviour of ex-boss Clem Chambers and his gophers. It is truly nauseating.
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Bearcast
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Tom Winnifrith Bearcast – Don't worry I'm not ignoring the elephant in the room called O'Hara

I start and end with some admin matters. The one at the start is the Woodlarks Christmas grotto appeal, if you have a spare fiver or tenner (or more!) please donate HERE. Then I look at a conversation with a small cap vet warning of bailout placings at a 75% discount on the way. I discuss Optibiotix (OPTI), Skinbiotherapeutics (SBTX), Vast Resources (VAST), Versarien (VRS), Yourgene (YGEN) and AJ Bell (AJB)
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