Angered by the failure of my Albanian workforce to turn up and start the olive harvest I felt on fire today in what will be my longest and (IMHO) best bearcast to date. On the agenda: overdraft vs long term debt in a PLC, Iofina, Acta, Eclectic bars, Quindell, Thalassa, price vs value, Concha, Fitbug, crony capitalism on the AIM casino, Motive TV, Harvey Nash and Interquest
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Comments
Rob
Agreed one of your best.
Regarding Kevin Ashton’s research note, do you see a time when it will be leaked (based on the assumption CG will not release it)? We seem to have had all sorts of classified data leaked over the past few years, and with documents such as this (and the Fifa corruption report) where there is significant public interest, surely they will see the light of day somewhere / somehow.
Mark
Evening Tom, great work these last few month, no doubt about that, but mentioning MTV at this stage of its development in a negative way (although the rns yesterday I agree was diabolical) could come back to haunt you, shocking dilution for years yes, but they could well be on the cusp of something big, really big. Regards
wildrides
What about the Olives ……….. will you be squashing them down into Virgins and exactly how does that work ?
wildrides
Oh yes ……….. I forgot to mention I am enjoying the bearcasts ………….. but due to advancing age , have a tendancy to fall asleep half way through , no matter how intriguing the material . Prehaps you would be so kind as to shout
“WAKE UP WILDRIDES” at around the half way point . Your obedient servant WR
Tom Winnifrith
Wildes – re olives – update here
http://tomwinnifrith.com/articles/5517/the-first-olive-oil-from-kambos-c-o-nikko
Rob – I imagine canaccord will be shredding every copy!
t
Pete
Tom
You have just wasted several minutes of your time talking about an overdraft facility, which COMS are not going to need. Surely you know that their projected OP for the full year is £2.6m. Therefore with less than 3 months to go they are not going to be short of cash. Why do you think they paid off CTP early? Why don’t you concentrate on real basket cases and admit that you got it wrong about COMS and DB, whose star is now rising fast.
Slim Fizzlebeef
know anything of SKIL PORTS tom?
dozens of millions spent over the years… advfn poster went to see the site, which for directors who list in another country is THE nightmare scenario. Posted the pics showing some mud piles with very little to show for the millions.
A cenkos special this one, rude not to do a wee bearcast on it
Tom Winnifrith
Pete
You did not listen to what i said re overdrafts. Try again. And op profit is not the same as free cashflow generated. Try reading an acciuntancy book then post again. PS did you say the same when I said sell at 6.5p?
Slim. On radar. I have a contact in Mumbai in the same sort of business
t