Articles by: TOM WINNIFRITH

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Tom Winnifrith Bearcast - recording from my sick bed

I do not go into much detail but this has not been a pleasant last 24 hours so hence the lack of output from me. Fingers crossed I am on the mend. I discuss Covid plays and false Covid recovery plays and end of covid victims including Omega Diagnostics (ODX), a mega short as the cash crisis bites, Abingdon Diagnostics (ABDX), MyHealthChecked (MHC) and - especially for listener TB - Cineworld (CINE). Then I look at more murky Trevor Brown goings on at Braveheart (BRH) and the odd world of Free Association Books and the Brown family. Finally the madness at Tintra (TNT) now - for a company with no operations - and, perhaps, £2million cash - valued at c£40 million. Insane!

By Tom Winnifrith
2022-01-17 16:35:21

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Video - the decade of the Greater depression

Some folks talk of how this will be an inflation fuelled roaring twenties as if inflation is a good thing. But, as I explained in bearcast yesterday, history shows how it rips society apart. The poverty it causes for many is an evil. Doug Casey, the libertarian author and speculator, follows this theme in the latest podcast from Palisade Capital. He may be more eloquent than I, certainly he delivers fewer "ers"

By Tom Winnifrith
2022-01-17 12:08:59

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Tom Winnifrith Bearcast: Unilever's new Emperor's ESG Clothes and TW ramping gold and deramping bitcoin bollocks

I start with the suggestion that I am ramping gold and de-ramping Bitcoin. I discuss this nonsense although I am vaguely flattered that anybody thinks me so omnipotent. Then onto Unilever (ULVR). Finally a related discussion on the wretched Sunday Times coverage of the laughable Black Pound Report. I refer to the LadBible piece HERE

By Tom Winnifrith
2022-01-16 16:22:05

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LBG Media (LadBible) - a recent IPO whose valuation is surely bonkers

LBG Media (LBG),the owner of LadBible, floated on the AIM Casino on 15 December last year. Its valuation just looks bonkers. With a hat tip to reader TB...

By Tom Winnifrith
2022-01-16 15:32:38

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Tom Winnifrith Bearcast: what about World War 3 and the Ukraine & why Zak's cunning plan will not work

I start by considering events in the Ukraine where my sympathies are, naturally, with Mother Russia but what could it all lead to? Then I consider why shares in Zak Mir's Lift Ventures might fly but why his plan is flawed. Then onto THG (THG), Deepverge (DVRG) and Union Jack (UJO) and CEOs who say the shares are too cheap too often or who "fear" a takeover at this price.

By Tom Winnifrith
2022-01-15 14:19:35

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Video: Energy Crisis will drive gold to new highs

I cannot help but think that unfolding events in the Ukraine are going to be positive for both gold and oil in the coming weeks. But that is not the thesis of analyst Steve St. Angelo of the SRSrocco Report. Steve seeks to show how energy can impact the price of gold and why it essentially sets a floor for the metal. He argues that the foundation of our global economy is the cost to produce goods and there has to be a profit margin: Everything has a margin but unfortunately, investors often forget this factor when evaluating charts.

By Tom Winnifrith
2022-01-15 13:14:49

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Video: Bitcoin to crash to $20,000 but gold set to puke too

I run this to annoy both our in-house crypto loon Jimbo but also gold loon Nigel Somerville. But Andrew Gilbert who makes the call is a chartist so, almost certainly, wrong.

By Tom Winnifrith
2022-01-15 12:13:06

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Tom Winnifrith Bearcast: Commissioning Wardell Armstrong to do a report on me for Cheryl Cole on the size of my assets

I start by discussing Eurasia Mining (EUA), its CPR on its nickel assets and Range Resources (RRL) and a similar exercise undertaken by Pirate Pete Landau. Then I look at Omega Diagnostics (ODX), at the piece I penned earlier inspired by Luke Johnson, HERE, and finally at Sensyne (SENS) and what happens next.

By Tom Winnifrith
2022-01-14 16:14:06

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Cineworld – trading statement ignores the elephant in the room

Cineworld (CINE) reckons that as the world emerges from the scamdemic its trading is improving helped by some really great movie releases. I am not quite so sure about that and today’s trading update misses out the most critical number investors need to see, the movement in the vast debts in which this company is drowning. That omission tells you all you need to know.

By Tom Winnifrith
2022-01-14 14:03:02

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Hat tip Luke Johnson - life in big tech and what it says about the sinking West

It was Luke who flagged this twitter thread up to me. It is a fascinating inight into life in big tech and how a combination of woke fascism and WFH scamdemicary is sinking productivity, morale and drive in such firms. It is a tale of the decline of the wretched West and as such, worrying but fascinating. Put it this way - this is not happening in India or China!

By Tom Winnifrith
2022-01-14 13:20:01

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