This podcast with myself and Lucian Miers comes in two parts. In this first part we explore the perfect storm for a brewing stockmarket crash at least as severe as that of the GFC but possibly of 1929 proportions. Enjoy.
I start with a few culinary notes then some genuine questions for progressive readers about Syrians in the UK. Then to a two part podcast special with Lucian already recorded and with Darren for upload. How, if Lucian is right, do you prepare for a stockmarket crash and what is his top UK short, a £300 million zero.
Afentra (AET) has continued to show good progress at its operations producing oil from its assets in Angola, which it has steadily added to over time.
Gold closed the week at $4,164 – down a little from last week’s $4,194 but essentially boxed in between $4,100-4,200. Gold stocks continued a general downward ski-slope which has been in place since late August, but managed a bounce this week after setting another new low, as can be seen on the chart below (courtesy of ADVFN) of Gold against its mining ETFs GDX, GDXJ and GOEX.
It’s the ShareProphets Sunday Pub Quiz. There are no prizes! And no Googling!
The world’s innovation leaders remain remarkably consistent, with high-income economies dominating the rankings. Still, emerging innovation hubs are making gains, and the UAE has reached the top 25. This visualization maps the world’s most innovative economies using the WIPO Global Innovation Index 2026, which ranks 139 economies across 79 indicators.
Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?
The most read non-Tom article this week is The View From The Montana Log-Cabin As Gold Rebounds: Will It Last? by Nigel Somerville at number 34, or number 40 with Bearcasts.
Lucian Miers asked you to watch a hilarious video about the madness that is MMT and then answer a question to win a bottle of champagne HERE. The winner is….
With the current tough macro environment, a company announcement including “adjusted EBIT expected to be ahead of market expectations… representing c.60% growth year-on-year” and concluding “well positioned to capitalise on the significant growth opportunities ahead” immediately interests. With also a reasonable valuation on what is already being delivered, the following details why these shares now again look a Buy.
You would have thought that after working at Chris Cleverley founded shitco Technology Minerals (TM1) one could sink no lower. It is not the sort of job you really want on your CV but that is what now unemployed Lester Kemp has. So he has reached out on LinkedIn seeking new gainful. Judge a man by the company he keeps. Look at who is first up to offer an opportunity.
‘Fast-casual Mexican restaurant’ company Tortilla Mexican Grill (MEX) states it “is pleased to announce the successful completion of its placing, raising, in aggregate, gross proceeds of approximately £2.5 million”, with it including “to accelerate the execution of the group’s Value Creation Plan”. So a strong price then in relation to a prior closing 71p share price?
As I flagged up earlier, the FCA seems to think that only in recent times have companies been telling porkies via RNS. Rip Van Winkle is alive and well at Canary Wharf. So are the chocolate teapots of E14 having a look at PriOr1ty Intelligence (PR1), a serial dog and its RNS today?
Describing itself as a “leading PR technology business”, Pathos Communications (NEWS) “is pleased to announce that it has been recognised by the AIM Awards, sponsored by BDO in association with the London Stock Exchange, as the Best Newcomer to the AIM market”. With the AIM Awards self-described as “each year the AIM ‘club’ gathers to celebrate outstanding achievement on the world’s most successful growth market”, what performance has been required to win this apparently prestigious award?…
I expect nothing else after my letter earlier. It wont stop me writing about Amaroq (AMRQ) or buying more shares but I expect to be cold shouldered. Talking of Charles Archer I look at Defence Holdings (ALRT) and just how soon it needs a bailout placing. Then I consider Blackbird (BIRD), Union Jack Oil (IJO), Jarvis Securities (JIM) and the IT illiterate Lucian Miers.







