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Notes from Underground – Most read articles for the week ending Nov 16

By Darren Atwater | Sunday 17 November 2024


 


The most read non-Tom article last week is The View From The Montana Log-Cabin As Gold Slips On Trump Election Result by Nigel Somerville at number 2 or number 7 including Bearcasts. 

The most-read ShareProphets articles this week were:

  1. BREAKING: Rachel Reeves MP – is it from bad to worse on her CV fabrication? Is Kev Gillett for real?
    Making up your CV used to be a sackable offence but it seems no more. My pal Guido has today flagged up that chancellor Rachel Reeves has altered her LinkedIn page. No longer is she claiming that she was an economist at HBOS before going into politics. She is admitting that was a bogus claim, she really was Rachel from accounts.

  2. The View From The Montana Log-Cabin As Gold Slips On Trump Election Result
    Gold closed the week at $2,684 – a drop from last week’s $2,736 as Donald Trump came home in the US elections with a clean sweep of the White House, Congress and the Senate, dispelling fears of unrest and uncertainty in the wake of a very close result. The polls got it wrong (again!) – it was a resounding win. The result was Gold slipping even as the Fed chopped interest rates again and the US stock market heading sharply north. So what now?

  3. Dialight – after a week ago “confirms” half-year results for today, it’s now CFO leaves “with immediate effect” instead!
    Just a week ago self-described “a global leader in LED lighting for heavy industrial applications”, Dialight (DIA) stated that it “confirms that its half-year results for the period 1 April 2024 to 30 September 2024 will be published on Monday 11 November 2024 and that its underlying trading performance for the period was in line with management's expectations”. So, with it now Monday 11th November, what of the results detail?

  4. A reader reports Roast PR to the FCA over a new porky pie but nothing will happen
    The FCA seems to have given up on share promoters who take undisclosed payments from shitcos and then tell lies to ramp their shares. Nothing ever happens. A reader has kindly sent me a letter he sent to Roast PR. It reads:

  5. Roast PR: Bent journalism and a 12 stock kiss of death list
    I commented the other day on how BSF Enterprises (BSFA) had issued a lorry load of shares to podcast group Roast PR, aka The Sunday Roast, for ramping the shares. Having to pay suppliers with shares that will then be dumped is always a bad sign and we know that BSF is running on vapours. But Sunday Roast needs further scrutiny. I regard it as bent and corrupt.

  6. Brown Envelope Man and Amaroq interview
    Zak Mir is his usual gormless self in this video with Eddie Wyvill of Amaroq (AMRQ) who sound like the sort of chap the Brown Envelope man got to know at Harrow. But what Wyvill says is interesting: just do the maths!

  7. Has the election of President Trump killed the gold bull market? What the gurus say
    My own view, as expressed in bearcast yesterday, is that he has stalled it pro tem but not killed it. But I put that same question to a number of gents who should know better and who, collectively , have more than 200 years of gold market experience and this is what they said:

  8. Optibiotix: would you Adam & Eve it? How is Neil Davidson not a trougher who misleads?
    Optibiotix (OPTI) CEO Steve O’Hara was admitted to hospital with pneumonia on or around 26 September. Pretty soon he was having heart surgery. I revealed all this and eventually Optibiotix, now being run by chairman Neil Davidson issued comment on 23 October. I cannot see how what it said was not a lie.

  9. BREAKING EXPOSE: Roast PR Limited, the alleged Zambian gold fraud, Colin Bird and while Roast profits readers lose out
    My investigations into what can only be described as utterly bent journalism at Roast PR started yesterday but there is far worse I must report back to you today. This stinks.

  10. EXPOSED: The lies and smears of Zak Mir and David Burton on behalf of Georgina Energy
    Zak Mir’s Miriad outfit, part of cash strapped Lift Global Ventures (LFT) and David Burton’s Total Market Solutions have a business model of taking money from shit small caps to pump their shares. Neither declare that they are being paid, or soliciting work, when commenting on a share which is, inn my view, dishonest. At least Burton admits he is a share promoter, Mir is insisting that what he does is journalism. So I give some credit to Burton although being more honest than Zak Mir is not exactly a high hurdle to cross. Now we come to their activities on behalf of technically insolvent Georgina Energy (GEX)

The most listened-to Bearcasts this week were:

  1. Tom Winnifrith bonus Bearcast: gold, country risk, not a death spiral, Resolute and Ariana
    As I ;look at gold, country risk in Africa and elsewhere I mention Kefi Gold & Copper (KEFI) en passant then in detail Resolute Mining (RSG) and Ariana Resources (AAU)

  2. Tom Winnifrith Bearcast: Mad Welshmen and the dogs and maybe Pierro is right
    I start with the madness of the Welsh Government before covering Boohoo.com (BOO), Optibiotix (OPTI) and Skinbiotherapeutics (SBTX)

  3. Tom Winnifrith Bearcast: the wording at Dialight terrifies me as CFO walks
    In today's podcast I look at Kefi Gold & Copper (KEFI) and more knicker wetting, Ariana Resources (AAU) and folks who can't count, Dialight (DIA), and Hemogenyx (HEMO)

  4. Tom Winnifrith Bonus Bearcast: Revenge of the knicker wetters and Kefi which can now escape a placing and here's how
    I discuss today's Saudi news from Kefi Gold & Copper (KEFI), the understandable disappointment but a realistic look at the opportunity that now opens up. On a risk reward basis this is clearly not for widows and orphans but is very attractive indeed at 0.62p

  5. Tom Winnifrith Bearcast: Just Eat and Grub Hub show fund managers even bigger morons than Bulletin Board Morons as $7.3bn turned into $650m
    That is a four year inflation adjusted loss of 94%. Throw in the cash GrubHub has burned and its even worse. I start with Just Eat (JET). Then it is Oracle Power (ORCP), en passant, Kefi (KEFI), Vast Resources (VAST), Predator Oil & Gas (PRD) and Optibiotix (OPTI), Davidson MUST go. 

  6. Tom Winnifrith Bonus Bearcast: the new bear case for gold
    I do not buy into this new Trump driven bear case but Mr Market seems tempted. I discuss, can Elon work a miracle?

  7. Tom Winnifrith bearcast: Resolute bosses arrested, Georgina's bosses should be
    In today's podcast I discuss Resolute Mining (RSG) and Georgina Energy (GEX)

  8. Tom Winnifrith Bearcast: Tomorrow I expose Zak Mir and David Burton with their pants down
    I start with those paid to troll and tell defamatory lies by Georgina Energy (GEX) . Watch this space. Then a gold treat tomorrow. The I look at Anglesey Mining (AYM), Shell (SHEL), Premier African (PREM), George (Cock) Roach and the "feck you" moment and Metro Bank (MTRO) and the FCA getting it all wrong. Again.

  9. Tom Winnifrith Bearcast: More knicker wetting in my email
    In today's podcast I discuss Eco Buildings (ECOB), Eurasia Mining (EUA), TekCapital (TEK) and Solid State (SOLI)

  10. Tom Winnifrith bonus bearcast: you cannot make a silk purse from a sow's ear, the tale of UK onshore oil and Union Jack Oil
    I start with the general tale of UK onshore over the past 20 years before moving onto the specifics of Union Jack Oil (UJO) run by troughing David Bramhill. Suffice to say the sector is to be avoided but Union Jack is deep in the merde and a slam dunk sell even at just 10.25p.

  11. Tom Winnifrith Bearcast: why Rachel Reeves needs to resign NOW
    More and more questions emerge for the Chancellor: the fake CV, Kev Gillett and why did she leave the Bank of England. She has to go. En passant isn't BBC money guru Paul Lewis a total git?
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