ShareProphets : tidm

Burberry (BRBY): No Longer A China Crash Proxy?

Apparently, the Chinese Communist hardliners are concerned that despite their best efforts the bubble on the world's second largest economy is bursting. I would be sympathetic if the country was democratic, with free speech and human rights. But it is not, and I am not.

By | Published 2013-05-07 00:25:12 |

Recent Comments

Sohail22 Sep 2026

The crucial fundamental question for skins is how large the Revenue from Croda will be and much more significantly the timing of those revenues.If we assume that substantial Revenue from Croda will be received in the year ending 30 June 2028 the valuation looks very stretched.Just think how many shares would have to be raised to cover plc costs to provide working capital for one two or three years.I have no axe to grind I am just doing the maths.Toyin has a very detailed grasp of the product and maybe feels substantial revenue being generated is much closer.

Tom Winnifrith Bearcast: Why I do NOT trust the new management and why owning Skins shares is madness

BAGHOLDER7922 Sep 2026

Good listen, thank you for the podcast. Tom, I was wondering whether you have an opinion on Medpal AI after yesterday's announcement of a conditional £5 million fundraise at 5p and the subsequent price action. This would be the 5th fundraise in 10 months (4 placings this year and an ATM death spiral in November 2025). Despite the conditional placing being at 5p, I noticed that the lowest the shares went yesterday was 5.3p, before being aggressively bid up to 6.3p today, so I am not sure whether you have an opinion on what is going on?

Tom Winnifrith Bearcast: Why I do NOT trust the new management and why owning Skins shares is madness

Fagash22 Sep 2026

It was an out of time draw imv. Another 10mins and it could have been a knockout- subject to Chris being a great street fighter of course!

Tom Winnifrith Bearcast: Learning Welsh or having a monthly Church lecture on the poor Palestinians and blessed asylum seekers

Fagash22 Sep 2026

Shame Cathal could not make sharestock ( for very good reason). I would have enjoyed the banter with him on the future prospects..

European Green Transition – interims, more to come from an already massively winning share tip?

TOYIN22 Sep 2026

No, they will have at least 12 months cash at sign off and FY27 ahead of management expectations, post presentation comments, which makes material uncert highly unlikely.

Tom Winnifrith Bearcast: Why I do NOT trust the new management and why owning Skins shares is madness

TOM22 Sep 2026

you are arguing with yourself. Going convern nobody questions, SBTX will still have net cash in Nov.material uncert is different

Tom Winnifrith Bearcast: Why I do NOT trust the new management and why owning Skins shares is madness

TOYIN22 Sep 2026

https://youtu.be/265gODag-i0?si=RbLdLMGRvf4blHmC&t=768

Tom Winnifrith Bearcast: Why I do NOT trust the new management and why owning Skins shares is madness

TOM22 Sep 2026

NOBODY is saying accounts will not be on a going concern basiswhat Sohail, myself and others we are saying is that auditors v likely to flag up material uncertainty

Tom Winnifrith Bearcast: Why I do NOT trust the new management and why owning Skins shares is madness

TOYIN22 Sep 2026

RNS dated 29 June 2026 - SkinBioTherapeutics plc, (AIM: SBTX), the life science business focused on skin health, will be presenting to shareholders at 09.00 BST today, Monday 29 June 2026 on the Investor Meet Company platform (see details below). The presentation will be led by Alyson Levett, Acting Chair and Rachel Parsonage, Interim CEO.The presentation will be brief and cover recent post period events, the investigation and the disclosable information from the FRP Advisory report, before running through the recent HY26 results, post period trading and outlook. The Company will also be stating that the FY26 results will be prepared on a going concern basis.

Tom Winnifrith Bearcast: Why I do NOT trust the new management and why owning Skins shares is madness