I start on the issue of P:LCs with unpaid bills from lockdown. There will be some catch-ups and icebergs ahead. Coneworld (CINE) is a case study. Then the stock I am buying tomorrow. It is NOT Open Orphan (ORPH) or Red Rock Resources (RRR) as some of you think and I discuss both. Then to Ben & Jerry’s and its bhatred of the Jewish state. I am tempted to buy a share in Unilever (ULVR) to go to its next AGM.

Capitalism with a permanent Fed Put is not capitalism.  It is socialism for the rich at the expense of the poor.

Like many oil and gas companies at the lower end of the market, San Leon Energy (SLE) has had its fair share of ups and downs over the years, but in recent times has been heading in the right direction as it builds its business producing oil in Nigeria.

I despair at the predicament our blessed government has left us in. Having prevailed over Covid with the mammoth achievement of our vaccination programme, we find ourselves caught in a doom-loop of a “pingdemic”, rising cases, children again having been denied their education, public services not happening and empty supermarket shelves. Yet at the same time Covid-hospitalisations and Covid deaths are way, way down and we had “freedom” day which wasn’t so free.

If you are a big follower of the global investment markets, then it has been a busy last couple of weeks.  Such is the nature of the timing of the quarterly earnings season in the US or Europe.  UK listed stocks on average tend to report a little bit less frequently, although as many companies are now global players there are more and more detailed quarterly updates nowadays.  Even with my typical larger cap focus, expect some fascinating disclosures from well-known UK listed names over the next five days in a bunch of different sectors.  It is all good fun from my perspective. 

Sit back, get your G&T, I made this Lemon/Basil Gin with the basil from the garden and it was pretty good, I suggest that you make the effort – and post your scores in the comments for bouquets and brickbats. No prizes and no Googling!

Here are five long reads that have nothing to do with shares apaert from one that is. Put the kettle on, find a comfy chair. You have the time, don’t you? 

The weather this week provided a little reminded to me of 1976. Of course back then, before global warming started, it was far warmer – in fact we had 15 consecutive days from June into July with over 90 degree temperatures (32.2C in new money). This week of course provided me with the opportunity to once again recall those days, if only for a short while. I also looked at Simec Atlantis Energy (SAE) RNS on Friday and noted the share price getting hot also.

The top non-Tom article this week is Ariana – Special Dividend Announced (hooray!) Where now for the shares? by Nigel Somerville at number four or number ten if you include the Bearcast and Tom’s new shareshow. 

Good news: the mule with my money arrived last night. I shall buy the shares at 8.30 AM Monday and serve up a bonus bearcast/bullcast to explian my thinking then. The rest of today’s podcast covers inflation, the genie has escaped but what should you do?

There is an interesting dichotomy between the prices of Gold and Gold Stocks. Encouragingly, Gold closed the week having held the $1800 mark at $1803 but Gold stocks, Silver and Silver stocks have been sliding. What to make of this?

Well cripes! Blow me down with a feather, I am less trustworthy than John Terry ( the ex footballer) and Catholic priests. So say 43% of the 49 morons responding to this poll. Hmmmm, commended multiple times by the regulators for exposing fraud flagged up by Panorama for the same. But I guess I should ignore all of that and take on board these peasants tapping away their anonymous bile from the spare room at the Council House. Whatever… When you attract this sort of moronic attack and trolling from such obvious non-entities you know you are doing something right.

As I predicted it would in my last piece, Tern plc (TERN) came back to the trough last week with yet another placing (its 16th since it emerged from the ruins of Silvermere Energy in 2014) and the shares predictably sold off, causing a few rumblings of discontent among its shareholders, 100% of whom (bar management) are retail. But before I lay into the company and its management let me present you with a fun fact regarding dilution, a dirty word for most equity investors.

Ariana Resources (AAU) has made a “Significant Resource Update: Kepez North”-titled announcement and also is “exceptionally pleased to be able to announce the details of the company’s dividend distribution plan”. Should investors be also?

Asset manager Michael Gayed notes that this year has been remarkable in many ways. That is a bit of an understatement.

We previously updated on Wm Morrison Supermarkets (MRW) including noting Apollo Global Management stating that “it is, on behalf of certain investment funds managed by it, in the preliminary stages of evaluating a possible offer for Morrisons” meant that we could still see further upside potential with a competitive bid situation developing. There has now been a further announcement from Apollo.

Hello, Share Twiddlers. When this stunning website was free to view, funded by adverts, we had zillions of readers. But due to what we regard as shortsightedness, the number of punters plummeted and now stands at a faithful few. Well, quite a lot of savvy investors really, but not the huge army we used to have.

I apologise for a late bearcast. I was meeting up with my mentor on goat milking. Meanwhile brave Ian Westbrook is now half way to target to ensure that bully boy Neill Ricketts does not steamroller his second biggest critic - please do donate HERE. After 24 hours I still cannot tell you what shares I will be buying. Maybe on Monday. In the podcast I look at Ptredator Oil & Gas (PRD), Simec (SAE), Remote Monitored Systems (RMS) and  Acceler8 Ventures (AC8) where my take may surprise you. 

An early this week trading update from marketing technology group Eagle Eye Solutions (EYE) saw the shares closing at 540p. They have since retreated though and today a “PDMR Shareholding” announcement. Confidence restored?…

Parsley Box (MEAL) has announced a “new chilled range… branded the Chef’s Table by Parsley Box, consists of eight meals featuring some of the nation’s favourite dishes” and that a company connected with Chairman Chris van der Kuyl has purchased £0.528 million of shares at 120p each. Good news?…