UK 18:38 Friday, 23 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
In this podcast I ponder the similarities between the two sectors, a few thoughts on following experts like Jim Mellon (biotech) or Malcolm Burne (gold) and wonder what the renaissance of both sectors says about the wider market.
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Comments
Neil
Hurray, Bearcast again today. A big thanks for the continued output Tom.
Daniel Victor
I do hold some mining shares,but a word of caution.Some junior explorers don’t know how to mine,and also won’t stop exploring.Checkout the personnel and how successful they have been.
alcira16247
Tom
A great big thank you for the bearcast!
On a purely personal note……. would there be any chance of you or one of your esteemed writers, researching a piece into the investing merits (or not) of Petropavlovsk?
Can’t help but note ….. as witnessed at the 2015 Investors Show……..Peter Charles Percival Hambro seemed to have totally disarmed you……. which gotten me into thinking that the old goat may have the ambition and energy to turn POG into one of the great recovery plays of the decade! What a crowning achievement in the twilight of his business career. What you think, Tom?
Nick Leeson
Damn Tom, now unashamedly kissing Mellons backside.
Tom Winnifrith
Nick
Jim knows more about biotech than I do. It would be ludicrous of me to suggest otherwise.If I want to discuss that sector I would ask someone who knows about it – wouldn’t you?
t
Nick Leeson
No i wouldn’t. I wouldn’t even mention the man. I’d discuss the sector with someone else. Very bizarre u-turn from you, after the way you have been going after Mellon for the past few years. And now you’re clearly kissing his arse. No need to make excuses.
Tom Winnifrith
Nick
Sometimes in life you have to move on and let the past be the past, not always but sometimes. There are more important fights to fight. You may not forgive me but I opt to make peace with a few folk & to take stock over the coming 6-9 months as I see where to go next. My call, its a personal one.
T
wildrides
Great cast today with welcome balance and useful insight . I personally dont see pharma or bio tech as that cheap apart from your obvious stonking tips NIPT / OPTI . I think you could add oil stocks as being good value if one is prepared to hold them a year or may be two . There are some small oilers with nice reserves that would find a home easily when oil price recovers to $90-100 .