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

By Darren Atwater | Sunday 5 February 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.

The most read ShareProphets stories this week were:

  1. Visual Aid: The Biggest Global Risks of 2023
    From Visual Capitalist, this week’s graphic summarizes findings from the Global Risks Report, an annual publication produced by the World Economic Forum (WEF). It provides an overview of the most pressing global risks that the world is facing, as identified by experts and decision-makers.

  2. GOTCHA: David Beckham’s Guild Esports – now an after hours accusation that its auditors have misled investors: what a clusterfuck
    The FCA duly replied to my letter explaining how Guild Esports (GILD) had mislead investors with its 7 AM Results investors. And hey presto in a not unrelated development, at 6.29 PM yesterday – aka no-one is watching O Clock – Guild was forced to issue a fess up RNS. But it was a shambles and effectively says that the auditors lied in the annual report. It just gets worse and worse.

  3. Why FTSE 100 stocks such as GSK and Vodafone are always worth thinking about (but only one of them is a buy today)
    Many, many years ago, I remember somebody saying to me that investing in FTSE 100 stocks was pointless as “everything is priced in very efficiently”. What utter rubbish (as I told them at the time). Whilst the world of large cap stocks is covered by more analysts and mentioned more frequently by the press and financial TV, there are still plenty of opportunities to materially beat the index. And that is why today’s updates from both Vodafone (VOD) and (the previously named GlaxoSmithKline) GSK plc (GSK) are worth (at least) thinking about.

  4. SHOCKING BOMBSHELL: Here is what Guild’s auditors actually said, which surely must be in an RNS
    Earlier today I suggested that Guild Esports (GILD) had published abridged annual results via an RNS to hide a material uncertainty statement by its auditors. Well I was right but it is actually far worse than that. Here is what Guild is actually hiding. It is a bombshell

  5. Bombshell Bear Dossier from Gabriel Grego's QCM: The dark Side of Darktrace
    Myself, Matt Earl, Steve Moore and Chris Bailey have all been bearish on the bastard child of the Autonomy fraud, that is to say Darktrace (DARK). Now our hero Gabriel Grego joins the party with a damning 70 page dossier. At 200p it remains a £1.44 billion short. Enjoy...

  6. No thanks for the shitcoin offer Big Dave Lenigas, I am washing my hair tomorrow
    Are you are at a loose end tomorrow? Do you want to waste your time and then lose some of your hard earned. In which case Big Dave Lenigas has an offer for you.

  7. The Mid-Week View From The Montana Log-Cabin: Has The Fed Commenced A Handbrake Turn As Gold Rockets?
    The correction in the Gold price I was expecting seemed to be slowly but surely getting underway until last night, when the Fed made its latest rate announcement. It had been expected to turn the screw further by hiking rates yet again, after a year of large hikes. But the Fed opted to go for just a quarter point rise.

  8. BREAKING: Quadrise Fuels why has BDO quit and why no RNS? Lube up shareholders...
    On 25 November 2022 at the Quadrise Fuels (QFI) AGM it was proposed that shareholders reappoint BDO as auditors. They did. Today at Companies House, as you can see below, we see that BDO has resigned. There has been no RNS.

  9. How has your January been (as an investor)?
    The weather has apparently been a bit cooler, versus the recent norms for a December or a January, over the last few weeks. I tell you somewhere that has not been cool: the global stock market…

  10. KERBOOM: Canadian Overseas Petroleum admits to financing crisis – told y’all! Another ouzo day for the Sheriff!
    I have warned you all repeatedly that Arthur Millholland is ALWAYS a kiss of death and that his latest venture, Canadian Overseas Petroleum (COPL) had piss poor assets and finances built on sand. As ever, savants such as our own PL cited bullish broker notes and other tosh saying that, as someone who started out as an oil analyst, I just did not understand what a great trade this was. Kerboom, a shock admission at 2.24 PM today means its ouzo for the Sheriff tonight and tears before bedtime for the bulls. The shares are now 8.5p, 45% down on the day, and even more down on the last placing at 20p, nine months ago. Kerboom!

The most-listened to Bearcasts this week were:

  1. Tom Winnifrith Bearcast: Sincere apologies to Britain's latest Buffett, Mr Tim BlackstoneI 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).

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

  3. Tom Winnifrith Bearcast: Gabriel vs Darktrace, myself vs David BeckhamI 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.
  4. Tom Winnifrith Bearcast: If I were going to list a fraud in the UK this is what I'd doI 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

  5. Tom Winnifrith Bearcast: Greed vs Fear, Bailey vs StaceyI 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.

  6. Tom Winnifrith Bearcast: remember to sing Delilah tomorrow wherever you areI 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. 

  7. 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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