UK 17:14 Friday, 23 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Disclosure: Financial Investigative Media Limited, which is not owned by Tom Winnifrith but by a trust for his dependants, owns shares in companies mentioned in this article. 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.
is this is a bullcast? We have 15% of our portfolio in gold becuase we are bearish about shares. Does that make sense? I discuss why you should own some physical gold and then why we own the shares we do, notably Petropavlovsk (POG), Ariana (AAU) and Wishbone (WSBN) but also much smaller amounts of Eurasia (EUA), Bluebird (BMV) and Armadale Capital (ACP)
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Comments
Don
Do you still have a small position in Kefi Tom? I remember you mentioning you held a small amount of it. Just wondering if its omission in the bearcast was due to a memory slip, or if you have an updated view towards the company.