ShareProphets : tidm

BWAP

EXPOSE: BWA Group - a group that doesn’t consolidate its subsidiaries, why accounting policies can materially impact reported results

I covered this in bearcast on Monday but now for some more detail, a useless company offers a useful lesson for all non accountants.

By Tom Winnifrith | Published 2024-11-27 11:52:33 |

Would you want to invest in a company borrowing money at a 100% rate of interest?

I would suggest that any company paying five times credit card rates is almost certainly well and truly fecked. Yet there is one and it is listed on the Aquis lobster pot.

By Tom Winnifrith | Published 2023-03-30 12:49:21 |

previous 0 Page 1 of 1 (2 articles) next 0

Latest News

Show All

Castings plc – “the order book remains strong across the group,” BUT…

Bet the ranch on a short, win a Greek Hovel Holiday – entry No 4: A on Ocado

A letter to Wiluna Shire CEO Matt McIntyre: Georgina Energy is calling you out as liars

Safestay – hopefully my prior warnings were heeded as it’s admitted “face pressure on its liquidity position”!

Bet the ranch on a short, win a Greek Hovel Holiday – entry No 3: Evil Banksta on Acceler8 Ventures

WeCap is technically insolvent by a mile: The Fat Lady approaches

Shire of Wiluna audio recording: $10m of bad news for Georgina Energy

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

Bet the ranch on a short, win a Greek Hovel Holiday – entry No 2: M on Candessa AI

The ShareProphets Sunday Pub Quiz #369

Recent Comments

BURIEDTREASURE26 Oct 2026

"The big banks / financial system are healthy now"With $40T from the Fed balance sheet and similarly frightening amounts elsewhere in the Western economies all dependent on "the confidence of strangers" I'd say that is quite the assumption.With talk of a potential bail out for France, the ECB is damned if it does, or doesn't. A big domino to topple.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

JASKK26 Oct 2026

Was there not there an article from Tom suggesting that if the market tanks that gold would also follow ( albeit less so and for a shorter period ). Based on that advice, and looking at charts, surely the best advice is to be in cash, certainly in the short term, earning a good interest payment. There is a distinct possibility that interest rates are exactly where they should be ( normal levels ) and will be for a while ( if not higher ). It was an anomaly having them where they were after the gfc. The big banks / financial system are healthy now, that's the big difference. I'll be watching Berkshire Hathaway and decide what to do when they start to reduce their cash reserves in a meaningful way.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

Sohail26 Oct 2026

Nigel you should offer your services to American Media channels. You can appear on these channels and be completely wrong and no one ever asks you when you are interviewed on the next occasion why you were wrong.The prominent gold expert and financial author who projected gold reaching $10,000 per ounce around the end of 2026 or mid-2027 is Jim Rickards (author of Currency Wars).First it was dec 2026 now he has shifted it to mid 2027 .( We shall see )

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

COLINS226 Oct 2026

A miserable 4 this week but 5 counting the wrong vitamin answer.

The ShareProphets Sunday Pub Quiz #369

NAHUMDOLLAR25 Oct 2026

6, thanks for the quiz!

The ShareProphets Sunday Pub Quiz #369

BURIEDTREASURE25 Oct 2026

So people warned of a hurricane / cyclone / typhoon through 5 channels are significantly LESS likely to take action than those warned through 4???Sorry, I'm calling cobblers on that.There are clear anomalies around statistical significance calling that whole chart into question.

Visual Aid: How Many Disaster Warnings Does It Take for People to Act?

DAVID FRASER25 Oct 2026

Excellent analysis as always. We have the Budget this week and the only thing that I can see to help keep this show on the road is a massive cut in Stamp Duty to kick start and propel the housing market forwards. Prices shouldn’t go any higher because interest rates are relatively high but greater transaction increases would mean lots more work and money sloshing about. Estate Agents, removers, cleaners, home DIY projects, extensions, carpets, garden designers - the list of winners goes on and on - and all because of transaction growth. I know it’s tricky but scraping Employees NIC and adding it to income tax would bring in loads of money!

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

SWANNJDUCK6925 Oct 2026

Funny old world, no EPP holding RNS from the strategic investor!! I wonder where those shares went?

Energy Pathways: Swanny makes extraordinary claim about insider dealing, I’m contacting the FCA

SEADOC25 Oct 2026

It was shortable on Friday with Spreadex.

Bet the ranch on a short, win a Greek Hovel Holiday – entry No 1: BuriedTreasure on Georgina Energy

Sohail25 Oct 2026

Where miners have a mine where the share price is trading at a huge discount to npv at current gold prices and are fully funded to build the mine , today there is a huge opportunity to buy in.However nobody knows where the Gold price is going.Jordan correctly told his subscriber's in january 2026 that the gold price would pull back.However he never makes predictions about the future unlike many commentators.He merely projects “potential “ outcomes.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?