Disclosure: I own shares in one or more of the stocks mentioned. 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.
I start with those who show anger and those who show denial about Skinbiotherapeutics (SBTX) and who fail to appreciate the real victims of this fraud as I most certainly do. And who are the guilty men, the fraudsters and the enablers. Then I look at unknown knowns and known unknowns at the same company before looking at Jade Road (JADE) and Golden Rock Global (GCG) both run by John Croft. Then it is onto Satsuma (SATS) Amaroq (AMRQ) and Kefi Gold & Copper (KEFI). Apology, the cash position for Skins was at 13 Febuary not December 31 as stated in the podcast. The thesis is unchanged.
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