Notes from Underground – Most read articles for the week ending September 26

The most read non-Tom article this week is The View From The Montana Log-Cabin As Gold Firms In Response To Fed Hike by Nigel Somerville at number 12, or number 19 with Bearcasts.

Most Read

1. New, or not so new, anti Government alliance in Ethiopia – am I panicking about Kefi? No.
   

   Natch, folks are panicking after seven armed rebel groups in Ethiopia announced last night that they were forming an alliance to seize power. Before you also panic about the self styled “Alliance for Survival”

2. New Kefi Presentation – some very big key takeaways
   

   The presentation can be seen below and takes into account the awful attack on the Tulu Kapi camp on 4 September. To me it really is a very strong slide deck and reinforces why on a risk reward basis the shares are – at 0.72p - such a strong buy and I am, as you know, buying so drinking my own poison! For me, the key takeaways are:

3. Letter to Baker McKenzie – the Police would like to speak to Paul Mathieson
   

   I have dropped  Francesca “Frankie” Davies at Baker Mckenzie a note about Paul Mathieson…the Police have been on the trombone

4. Paul Mathieson writes…
   

   After today’s shocking news that the Police wish to interview him under caution, Mr Paul Mathieson has sent myself and Darren an email. If you thought he was bonkers before…

5. Skinbiotherapeutics – utterly dire news
   

   Better late than never Skinbiotherapeutics (SBTX) has served up a (piss poor) delayed trading update and declined to offer specific guidance going forward other than to ‘fess that it is still loss making and burning cash. It has not yet secured anyone prepared to act as NED as it stated it would by mid September so what’s the good news?

6. Paul Mathieson’s back, now obsessing about TW's penis size then doubling down with vile abuse of his wife
   

   He may regard this website as being a satanist, devil worshipping, pedo outfit run byZionists but he just can’t keep away.

7. Craig Howie please take note: Richard Jennings steps down as Kazera CEO and shoots from the hip, he is the AIM hero of the day
   

   Over at Union Jack (UJO) Craig Howie and his spineless associates are still insisting on paying compensation to a previous management team even though they say they breached the Companies Act 2006 and they also breached GDPR Regs in a material way, both matters that constitute gross misconduct. All involved are spineless. Over at Kazera Global (KZG)…

8. Paul Mathieson is back now on behalf of Jesus, he terms Tom Winnifrith a Zionist c*nt
   

   He is still a member of this website until his sub runs out even though he thinks that it is Satanic, devil worshipping, a paedophile venue and run by Zionists. And so he offers up another cheerful message to remind us what a charming fellow he is. It appears that he shares the same devout faith as the late Aiden Earley and Ms Julie “sex toys on expenses” Meyer no longer an MBE. Mathieson posts

9. Today's Ayn Rand quote, tell me it's not true
   

   From Atlas Shrugged written in 1957. Tell me this is not the UK today.

10. Amaroq and the Donald Trump Roll, is the target from 120.5p, 200p or 300p?
    

    Over the last weekend Donald Trump announced by social media a new deal with Denmark and Greenland. How statesmanlike. The deal was inked thus week and means that the US will guarantee the sovereignty of Greenland and has a veto on non US investors gaining new access to base metals and rare earth resources. The next, and inevitable step, is large amounts of US money heading to Greenland mining and infrastructure projects.

The most-listened-to Bearcasts this week were:

1. Tom Winnifrith Bearcast: Learning Welsh or having a monthly Church lecture on the poor Palestinians and blessed asylum seekers

   That is the choice I face as we start the process of choosing a secondary school for my son. After pondering that I look at Amaroq (AMRQ), Skinbiotherapeutics (SBTX), Kefi Gold & Copper (KEFI), Eco Buildings (ECOB) and Hamak Strategy (HAMA)

2. Tom Winnifrith Bearcast: Andy Burnham's chilling attack on your freedoms & two victory laps for the Sheriff

   I start with Bodybags. Then I look at MedpalAI (MPAL) and Skinbiotherapeutics (SBTX), not at my bear case thesis in both vase but pulling apart the bull case. I comment on Tern (TERN), Optibiotix (OPTI) and Paul Mathieson, two metaphorical ouzos tonight, and then on Georgina Energy (GEX), Georgina's scumbag management's hit job on me I reference was discussed HERE

3. Tom Winnifrith Bearcast: Why I do NOT trust the new management and why owning Skins shares is madness

   A delayed workday today after a morning health relapse. Back on the case I explain exactly why I do not trust the new management at Skinbiotherapeutics (SBTX) and why owning its shares is madness. En passant I mention Cirata (CRTA) and the FCA.

4. Tom Winnifrith bearcast: explaining balance sheets to a Skins owning lunatic

   It is back to Optibiotix (OPTI) and Skinbiotherapeutics (SBTX)

5. Tom Winnifrith bearcast: the Mrs reaches her Ayn Rand moment

   I start with how her animal spirit is being crushed. Then it is Hydrogen Utopia (HUI) and a tale of City slackers, London Bitcoin Company (BTC) and its fiat crisis, BSF Enterprise (BSFA) and Petra Diamonds (PDL), target price 0p.

6. Tom Winnifrith Bearcast: Where now Pensana, Mothercare and Avacta?

   On a day of triumphs, the latest attacks on my wife really are disgusting and do make me think twice. Having considered that I look at Pensana (PRE) after today's shocker which, again, vindicates my work. I then look at Avacta (AVCT) and Mothercare (MTC) and I have a weekend treat lined up for you.

7. Tom Winnifrith Bearcast No 1: I may be a puritan but this is why Stephen Kelly MUST be fired by Cirata

   After today's expose I prepare a full and detailed case for the prosecution with multiple charges. I then appeal to the NEDS at Cirata (CRTA) to act not only because it is the right thing to do but out of self interest.