Keyword results: BOO

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ASC
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Don’t worry, be excited ahead of a busy corporate earnings week

A week into January and I see that the weekend press has plenty of stories about the European Central Bank executive who ‘warns green energy push will drive inflation higher’, as well as the UK’s former vaccines minister who said it would be ‘helpful’ to cut the self-isolation period to five days.  Otherwise there is the apparent hassle of the wealth of the top 1% is 230 times higher than the poorest 10%.  Such analytical excitement (not).  

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Bear

Performance update: start of 2021 shorted AIM shares

Early last year we showed the Shorted AIM shares at the start of 2021. How did they perform (those in bold remain from 2020)?…

Bearcast
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Tom Winnifrith Bearcast: All together now - Why are we waiting? We are suffocating, etc, etc, etc

In today’s podcast, I discuss Christmas cheeses past and present, Bluebird Merchant Ventures (BMV), Guild E-Sports (GILD), Boohoo (BOO), Ince Group (INCE) Supply@ME Capital (SYME) and Eurasia Mining (EUA).

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BOO
BOO
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December share price boo-boo at boohoo

A week (and a bit) before Christmas and all is not well. Certainly it is nothing to do with immediate prospects for the FTSE 100 judging by today’s move, nor with the Bank of England which should have already previously raised interest rates in my opinion or even that Britain hit a record 78,000 Covid cases yesterday. Rather it is to do with the online fashion retailer boohoo (BOO), which fortunately I don’t own (but from which I am certain that at least one of my daughters has purchased something this year).

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Bear

October performance update: start of 2021 shorted AIM shares

Early this year we showed the Shorted AIM shares at the start of 2021. How’s the performance (those in bold remain from 2020) as at the end of October?…

ASC
ASC
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All change at ASOS

Late last month I observed that boohoo (BOO) was uninteresting to me, but I was going to have a look at shares in ASOS (ASC) which was due to give a big update this Thursday…but it has come out early. I bet you cannot guess why!

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Bear

September performance update: start of 2021 shorted AIM shares

Early this year we showed the Shorted AIM shares at the start of 2021. How’s the performance (those in bold remain from 2020) as at the end of September?…

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Which high profile journalist said last night "TW was brave and TW was right!"

Jeepers, the answer will shock you but is a reminder that Fleet Street does read this website avidly.  In the rest of the podcast, as my son spends the day vomiting I discuss a work life balance that is becoming increasingly daft. Then I head back to work looking at Ariana Resources (AAU) where I disagree with Nigel and probably lose another friend (Kerim Sener),  Chesterfield Resources (CHF), Boohoo.com (BOO), AO World (AO.), Parsley Box (PUKE), Mercantile Ports (MPL) and Primary Bid and what it needs to change.

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BOO
BOO
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Wake up Boo (hoo), it's a beautiful morning. Not!

It is no surprise that I have never personally purchased anything from boohoo (BOO) but I have certainly followed the stock in close detail. Today’s numbers for the six months to the end of August have their good points and their less good points…but more on why the shares are down over 10% today and over 30% year-to-date later.

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Bear

July performance update: start of 2021 shorted AIM shares

Early this year we showed the Shorted AIM shares at the start of 2021. How’s the performance (those in bold remain from 2020) as at the end of July?…

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Atalaya vs Kefi

I start with a few comments on paedophiles as yet another one is brought to my attention from Warwick School. Then it is on to the tawdry world of insanity that is Valereum (VLRM), a true nest of ramping snakes. I then cover Sosandar (SOS), Atalaya (ATYM) and Kefi Gold & Copper (KEFI). Finally, Boohoo.com (BOO) has made a very generous donation to rogue bloggers for Woodlarks and we are almost 1/4 of the way to target. Please make a small donation tonight to get us to that 25% mark, we are just £600 short, HERE.

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ASC
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ASOS loves its four Arcadia purchases...but spends too much money

Back in mid-January, here,  concluded that the online fashion company ASOD (ASC) was strikingly worried about how its sales growth couple be impacted by consumers shifting back to buying in stores again post lockdown. And when the rumours started a week or so ago that it ‘confirms that it is in exclusive discussions with the Administrators of Arcadia over the acquisition of the Topshop, Topman, Miss Selfridge and HIIT brands’, I thought it would be buying both product and store angles.  Well I was wrong.

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Bearcast
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Tom Winnifrith Bearcast: Let's start with the Dog's Arse then move on to Mahmud Kamani of Boohoo

Only kidding Mahmud my friend, but here is a Dog’s Arse for you which arrived in Wales today. In the podcast, I look at ASOS (ASC), Boohoo (BOO), Remote Monitored Systems (RMS), Ridgecrest (RDGC), MyHealthChecked (MHC), Nightcap (NGHT), the green madness of Joe Biden and a stat showing how he will screw female athletes, and Asiamet (ARS).

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BOO
BOO
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Boohoo does a deal and so might ASOS - but which is adding value?

Earlier in the month, I talked about online clothing company ASOS (ASC) here with the opinion that the smart view was to take some profits on the prevailing £52+ share price.  After all, the valuation was high and the company admitted it was worried about some shift back later this year to peers with online and actual stores. There is, perhaps, a solution.

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Bearcast
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Tom Winnifrith Bearcast: Even by the standards of Welsh Labour Carolyn Harris MP is terrifyingly stupid

In today’s podcast I recount three crossings of the border out of house arrest Wales into free England and on a visit to a local store. I discuss Carolyn Harris MP on kettles, a woman who makes Matt Hancock seem like Einstein. I discuss what a dead cat bounce actually is with reference to Malcolm’s article of earlier and also why I’m glad fund managers are telling MP’s where to stick it when it comes to who should run Boohoo.com (BOO)

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Bearcast
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Tom Winnifrith Bearcast: Phil Richards, COIs and a nasty golden blast from the past

It is a week exactly since my father’s death and I accept that my work is substandard and apologise. It is hard to lift myself from this slough of despond. In today’s podcast I cover Inspirit (INSP), Wishbone Gold (WSBN), Kefi (KEFI), Boohoo (BOO), Amigo (AMGO), Contango (CG0) and i-Nexus (INX).

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Is Matt Earl wrong on Boohoo? I fear that he may be

I warn you that my Mahmud Kamani impression when he meets the new ESG director forced upon him contains strong language. It had to, to be accurate. I discuss, in this podcast, the liars at Supply@ME Capital (SYME), William Hill (WMH), Restaurant Group (RBG), Hammerson (HMSO) and Boohoo (BOO), plus my act of mask rebellion in Wrexham yesterday as I stocked up on loo rolls. You – and the Mrs – mocked me last time but it is better to be the first lunatic overreacting than the first sane person forced to pay £5 and limited to 1 roll each!

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Bearcast
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Tom Winnifrith Bearcast: Am I a nicer and more sociable guy than Luke Johnson and has Boohoo boobed in Leicester?

I start with a look at Boohoo (BOO) shares which are failing on the back of reports in a paper founded on profits from the slave trade that suppliers in Leicester are using slave labour. Then I ask whether Luke Johnson or I am more sociable and what this means about folks stopping work from home. Then onto gold stocks in general: Hummingbird (HUM), Kefi (KEFI), Red Rock Resources (RRR), and Ariana (AAU). I look at Amigo (AMGO), Attis Oil (AOGL), and finally why today’s shocking Versarien (VRS) expose really could indicate a major scandal. Footnote:

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Bearcast
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Tom Winnifrith Bearcast: Explaining to Shipston's Buffett why he is not so smart after all & Mahmud does the right thing at Boohoo

A brief and early bearcast today, as I am heading off to Shipston to see my dad and with reference to the sterling price of gold, I have to explain why he is not quite as clever as he thinks. Then it is off to near the Coronavirus hotspot of Leicester to buy an antique wood burning stove. What exciting lives Joshua and I lead. I discuss where next for gold and why companies with no proven resource can be a play on gold & silver prices but are really just a gamble. I cite Alien Metals (UFO) as a case study. What a terrible dog. Then it is onto Mahmud Kamani, Boohoo.com (BOO), the slave labour allegations and today’s news. I read it as bad for the bears and good for Mahmud.

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Bearcast
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Tom Winnifrith Bearcast: Does £10m matter to Mahmud Kamani of Boohoo?

I am snowed under with work for MineProphets tomorrow and I have now bought a second new stock on the basis of videos I have taped. I shall reveal both stocks tomorrow at the show and you can grab your ticket for just £2.99 (worth it for these tips alone) HERE. Elsewhere in the show I discuss Asiamet (ARS), Boohoo (BOO), R4E (R4E) and wicked old, not so ethical Malcolm Stacey and HSBC (HSBA) and Standard Chartered (STAN) as well as the British banks.

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Bearcast
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Tom Winnifrith Bearcast: A long chat with Mahmud Kamani of Boohoo.com

Today there will be little material from me on ShareProphets as I am recording videos for MineProphets all day. I have just done one with Ross Norman which was a total zinger. The content you will get for just £2.99 really is awesome if you have any interest in mining stocks. Please buy your ticket HERE. Elsewhere, I had a long chat last night with Mahmud Kamani of Boohoo.com (BOO) and I discuss that in full. Enjoy. I also discuss the daft RNS from Cambridge Cognition (COG).

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Bearcast
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Tom Winnifrith Bearcast: Mahmud Kamani must respond to last night's bombshell and is his position now tenable?

I start with an admission that I am having PC problems which make it a nightmare recording sessions for MineProphets. to tackle this I went to Wrexham to PC World today and report on the true retailaggedon occuring here in Wales. I should be up andrunning and recording by tonight so grab your seat HERE.  Then onto Boohoo.com (BOO) and thoughts on last night's bombshell HERE. Then onto Manolete (MANO). I rebut its pathetic rebuttal HERE but in this podcast deal with its attempted PR hit job on Shareprophets which brings the spinners at Instinctif into utter disgrace.  

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BOO
BOO
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BREAKING: Does the brother of Boohoo boss Mahmud Kamani own the Leicester slave factories

Boohoo (BOO) stated on 8 July that it was “shocked and appalled by the recent allegations that have been made” about suppliers in Leicester using what amounts to slave labour. Really? On the Iain Dale show on LBC yesterday, Tory MP Andrew Bridgen – who has led this expose – stated that a main centre of this trade was the Dunlop Building. He means the Dunlop Business Centre.

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Bearcast
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Tom Winnifrith Bearcast - will Versarien's illegal loan be allowed to go ahead or don't the Tories do sleaze anymore?

I have had a bad day trying to record videos for MineProphets - just 2 of a scheduled 5 completed. But they were stormers. I guess the 3 will be redone in the 4 days I have left. Anyhow it will be a great show so buy your £2.99 access (which lasts until Christmas) HERE. In today's show I discuss Versarien (VRS), Eqtec (EQT), Boohoo (BOO), Quiz (QUIZ), Photo-Me (PHTM), Supply@ME Capital (SYME) and Manolete (MANO).

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Bearcast
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Tom Winnifrith Bearcast: So who was bonkers enough to buy those 37 million Boohoo shares?

A busy morning recording MineProphets videos with Chris Bailey, remember to book your ticket for next Saturday HERE. In today's bearcast I discuss Boohoo (BOO) and Carnival (CCL).

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Bearcast
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Tom Winnifrith Bearcast: In bad Matt Earl they love the Governor, Boohoo, hoo

I hope that you appreciate the musical headline. In today's podcast I look at Boohoo (BOO), the utterly ludicrous spoof from toxic Dave Sefton and Iconic (ICON), Natasha Toy (a Good German), Kevin Engel, Grant Thornton and the FRC and I comment on $1800 gold. In that vein with the sector set to catch fire, buy your £2.99 ticket for Mineprophets now HERE..

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BOO
BOO
PREMIUM CONTENT

Boohoo blathers Bullshit

On Monday Boohoo (BOO) responded to weekend press reports that suppliers in Leicester were paying as little as £3 an hour to staff forced to work even if they had Covid and generally treated like shit with a denial. That did not wash and the shares tumbled. And so today, as I urged it to do at the weekend, it has announced an independent enquiry but I am afraid the statement is nonsensical bullshit and the shares continue to slide.

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: should I fire Peter Brailey for costing me £9,000?

I start with the latest statue pulldown, Frederick Douglas, and what it says about the insanity of 2020. I then move onto Peter Brailey and the P45, re Rock Rose Energy (RRE), Supply@ME Capital (SYME), Iconic (ICON), Boohoo (BOO) and Big Dish (DISH). Tomorrow I record the first video for MineProphets, remember to book your seat HERE

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Bearcast
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Tom Winnifrith Bearcast: Screwing key stakeholders: Boohoo & Amigo

i comment today once more on Boohoo (BOO) but also clarfify my position on the minimum wage as I seem to have confused some of you. I also look at Amigo (AMGO) the biggest market riser on Friday but I am not so sure it is justified. Finally, it is just 13 days to MineProphets, please make life easy for Darren and book your ticket early, ie today, HERE

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Bearcast
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Tom Winnifrith Bearcast: Boohoo.com, Baillie Gifford, slave labour & Leicester

I start with a few words on the end of lockdown for those of us living within 5 miles of England. Then I look at the growing scandal involving Boohoo.com (BOO), and its suppliers using slave labour in, Leicester, spreading disease and treating workers like, well, slaves. It is a scandal. But who will Baillie Gifford which wanks for Britain on virtue signalling ethical investing (see HERE) react as it is a major Boohoo backer? Now Matt Earl's words about bumper margins at Boohoo, in my second video show HERE,  seem even more prescient.  PS remember to book your seats for MineProphets on July 18 HERE.

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Bearcast
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Tom Winnifrith Bearcast: Boohoo.com vs UK Oil & Gas

A final few words on yesterday and a final thank you. If you have not donated to Woodlarks yet it is not too late and i am just £536.34 away from shutting up about it so perhaps a small donation HERE. Then I look at Peter Brailey's excellent piece earlier and press comment on Boohoo.com (BOO) and at the pay consultants who, in my view, should all be shot and issues of executive remunerration and greed. I also comment in this vein on Union Jack Oil (UJO).

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BOO
BOO
PREMIUM CONTENT

BooHoo I take it all back - I can't see any reason to hold

In yesterday's bearcast I discussed why Boohoo (BOO) did not move from the AIM casino to the main market. Some interpret this as me saying the shares are a buy. Au contraire on a PE of 60 the risk reward trade off looks dreadful.  Yesterday i recorded a video with Boohoo's greatest critic Matt Earl and that should go live within 24 hours and that will, I suspect, raise many more questions that bulls cannot answer. Now the Sunday Telegraph brings news of US legal action and I publish the Ciurt filings in full below. Ouch!

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BOO
BOO

The Dark Destroyer Matt Earl launches new attack dossier on Boohoo

Ouch. This is a compelling read from Matt Earl and his Shadowfall company which is short of Boohoo.com (BOO) and makes a very compelling case indeed as to why the shares are overvalued. The dossier is below , in full.

IQE
IQE

November performance update: start of 2019 shorted AIM shares

Early this year we showed the Shorted AIM shares at the start of 2019. How's the performance at the end of November? (those in bold remain from 2018)...

BOO
BOO
PREMIUM CONTENT

boohoo says boo hoo to the doubters

Lots of bits and pieces in today's regulatory updates...but I cannot really rouse myself to talk about why William Hill (WMH) finally got religion to evolve its CEO or why I am not too surprised Dixons Carphone (DC.) is a better business than the market gives credit for, nor even why yesterday's numbers and comments from Barratt Developments (BDEV) or today's from Redrow (RDW) are not enough for me to change my (negative) views on the housebuilders. By contrast I am pleased to read a positive update from boohoo (BOO)

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BOO
BOO

Table of shorted AIM shares - week to 19/07/2019

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

Newsboy
PREMIUM CONTENT

As if we did not know it – management matters

I know the Warren Buffett witticism that you should 'invest in a company that can be run by an idiot...because one day it probably will be' is worryingly close to the truth, but management does matter and there were two good insights in this regard in Wednesday's regulatory news statements…

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BOO
BOO

Probably No Need to Share Tears for this Well Dressed ASOS Rival

Hello, Share Slappers. Oh, the woes of writing about shares every day! I was 80% into writing a difficult piece extolling a motorcar-related company when doubts crept in. The company seems to be doing fine, but I became aware of some general headwinds out there. Also, I realised it would be hypocritical of me to indirectly boost the motor industry when I blame cars for air pollution and so refuse to invest in the sector myself...

PREMIUM CONTENT

Reading 'At home with Superdry’s Julian Dunkerton and Jade Holland Cooper' (so you don't have to)

I wrote an article back in March  bout the importance of the pareto principle in business and that 'i trust the views and instincts of founders/co-founders inherently much more than chairman with historic general experience but massively less skin in the game'.  Since that article - which was primarily centred on boohoo (BOO) shares in the online fashion company have done rather well, showing that the co-founder's focus and elbows out manner has been very helpful for shareholders. But what about the other company mentioned in that article, Superdry (SDRY)? 

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BOO
BOO
PREMIUM CONTENT

Boohoo and the co-founder's dilemma

By far the most interesting story on the business pages of today's deadwood press is the veiled attack on the co-founder (Mahmud Kamani) of Boohoo (BOO) and the allegation he has failed to move with the times on matters of corporate governance in appointing 'an associate' (i.e. a friend) as the company's new CEO, whilst going upstairs as a very hands-on executive chairman. 

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BOO
BOO
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boohoo – argues “strong growth”… so why a strong share price response…down?

“Trading Update” for the four months ended 31st December from boohoo (BOO) emphasises “Strong revenue growth of 44% (43% in constant exchange rates) across all geographic regions” (to £328.2 million), “Gross margin for the four months 54.2%, up 170bps” and “Strong balance sheet with net cash of £189 million (31 December 2017: £127 million)”. The shares have currently responded, er... more than 7% lower towards 180p…

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Bearcast
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Tom Winnifrith Bearcast: the most shorted shares on AIM - the bear case is now even stronger

I start with a look at Frontera Resources (FRR) and what should and what may happen on Monday in light of this weekend's revelations. You would not want to be long of this one. Then I look at the most shorted shares on AIM and explain why for many of them, notably IQE (IQE), Telit (TCM), ASOS (ASC), Boohoo (BOO) and Victoria (VCP) the bear c ase has just got that much stronger, by an order of n, in the past few weeks. Finally a warning for shareholders in First Derivatives (FDP) - I have a small present for you tomorrow. :)

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ASC
ASC

“A Tough Week for ASOS: Broker and Tipster Opinion”

The biggest casualty of the week was online fashion retailer ASOS (ASC), which was toppled from its position as the most valuable company on AIM after shares sunk by 50%. Investors were spooked by the company’s trading update for the first three months of the financial year – released on Monday – warned of a “significant deterioration in the important trading month of November and conditions remain challenging”. After three years of impressive returns, 2018 had already proven a fairly rough year for holders in ASOS prior to this week’s events. Still, brokers and tipsters (on the whole) have been bullish about the future prospects of the company.

ASC
ASC

Boohoo vs ASOS – “shy bear” explains why both are sells, but ASOS could unravel very soon indeed

Shy Bear is a reticent fellow but a short seller currently without exposure to this sector. Having listened to my, most excellent, bearcast yesterday he offers up a few thoughts. I know shy bear well and he is no fool. Ignore these stark warnings at your peril should you be foolish enough to contemplate a spot of bottom fishing. Over to Shy Bear who opines:

Bearcast
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Tom Winnifrith Bearcast: Are they all stark raving mad?

I start off with news from Woodlarks. Then I ask if shareholders in Frontera (FRR) are all stark raving mad in light of this and question why Alliance News appears complicit in market abuse. Then onto ASOS (ASC), Boohoo(BOO) and Sosandar (SOS). I explain why the three are trading differently and what the shocker from ASOS means for the wider stockmarket. Whole sectors are officially on the bargepole list (although Neil Woodford appears to disagree). 

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SOS
SOS

Sosandar – read-across from calamitous ASOS warning? Nothing to see here…..

This morning AIM-listed ASOS (ASC) offered up a disastrous Trading Update noting a significant deterioration during November, that conditions remain challenging and that it was revising downwards sales growth to c. 15% (previously 20-25%), retail gross margins by -150bps (previously flat at 49.9%) and EBIT margin to 2% (previously 4%). Ouch, ouch and triple ouch. Asos saw its shares decline by a whopping 38% in early trading. So what about fledgling minnow, AIM-listed Sosandar (SOS)?

BOO
BOO

Table of shorted AIM shares - week to 31/08/2018

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

August performance update: start of 2018 shorted AIM shares

Early this year we showed Shorted AIM shares at the start of 2018. How's the latest performance?...

Bear

Q1 performance update: start of 2018 shorted AIM shares

Early this year we showed Shorted AIM shares at the start of 2018. After the first quarter, how's performance?...

BOO
BOO

No Need to Cry Over Boohoo, the Summer Four-Bagger On-line Fashion Firm.

Hello Share Packers. It’s probable everyone knows the ASOS (ASC) story by now. The shares were once 7p and rose to about £70. The success was due to the fact that it was in the online clothing game at its beginning. Since then other companies have tried to sell fashion on screens and have not done as well.

SOS
SOS

Britain’s most cynical share blogger explains why he has NOT bought 1% of Sosandar and why Paul Scott (and others) are wrong!

I should start this piece by making clear that I am a fan of Paul Scott. I think his coverage of the small-cap space is excellent, data-driven and based on years of experience. But his investment in Sosandar (SOS) is a punt too far. I’ve been tempted to comment on Sosandar for a while now but Paul’s Bulletin Board moron-esque attempt at justification yesterday has tipped me over the edge.

SOS
SOS

Britain's top share blogger Paul Scott explains why he has bought 1% of Sosandar

I always defer to Paul Scott on matters retail. He is the guru. He got Boohoo (BOO) right and I was wrong (before I turned volte face and was right). So if Paul Scott says he has bought 1% of Sosandar (SOS), as a fellow shareholder I am cheered.

Bearcast

Tom Winnifrith Bearcast - I defer to the guru Paul Scott & when is a legally binding lock in not a lock in?

On today's bearcast I look at K3 Capital Group (K3C) and ask when is a legally binding lock in not a lock in? If I hear another fat cat CEO say that he is dumping shares "in response to institutional demand" I think I shall scream. I have some observations about and (unanswered) questions for BNN (BNN) and its - suspended - CEO Darren Mercer. I have some observations about the democracy hating Professor Moriaty of Conroy Gold & Natural Resources (CGNR) and then a few observations from Paul Scott and myself about Boohoo (BOO).

Listen to the Bearcast:
BOO
BOO

Table of shorted AIM shares - week to 14/07/2017

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2016 and thus far in 2017 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...

EVE
EVE

Eve Sleep – Is this a Boohoo or an AO World? Tough call but it’s not a Boohoo

Thought I’d write a few sleep-related pieces today and am starting with initiating coverage on the mattress e-tailer, Eve Sleep (EVE). The company joined AIM in May raising £35 million and there is a lot to like about the business, but is it really worth over £130 million?

BOO
BOO

2016 UK Investor Show ‘Dragon’s Den’ Picks review

Ahead of another round tomorrow, at UK Investor Show 2016 there were five 'Dragon's Den' sessions where a number of CEOs each gave a pitch and three Dragons each picked one stock in which FIML invested £1,000. How have the dragons fared?...

Bearcast

Tom Winnifrith Bearcast - Sound Energy now firmly on the bears radar screens

I refer to young Steve's article earlier on the most shorted AIM shares. The fact is that most AIM shares cannot be shorted at all. There then follows a discussion on Sound Energy (SOU), Boohoo.com (BOO) and Telit (TCM). On a serarate note I look at LGO Energy (LGO). When the facts change what do you do?

Bearcast

Tom Winnifrith Bearcast: Nominate your Dirty Dozen AIM resource stocks to fly

In this bearcast, delayed by more upgrades to my PC from Mr Gates, I look at the appointment of an Oxford contemporary Charlotte Hogg as deputy governor of the Bank of England. Does it really say anything about the advancement of women? Then I discuss growth stocks such as Gary Newman's Fevertree (FEVR) and Boohoo.com (BOO), Finally I ask for your help please as I assemble a dummy portfolio of AIM Resource dogs just to see if market sentiment is so crazy that they fly. I nominate Golden Saint Resources (GSR) and Xtract Resources (XTR) now please can you nominate another ten dogs by noon Monday 13th?

Bearcast

Tom Winnifrith Bearcast: From my Grandparents in Eaton Square to a planned road trip to the Burnley welfare safari

In this podcast I look at the utterly fascistic behaviour of lawyers Fladgate and why I am not taking the fight to them to stop an Orwellian attempt to close this website down by telling lies. I look at how past events causes us to do crazy things - that is my Grandparents and Adept Telecom (ADT). I look at madness at Beowulf (BEM) and end with news of a, very much on the cards, road trip to Liverpool and Burnley. This section contains shockingly bad language from Mahmud of Boohoo.com (BOO).

BOO
BOO

#BoycottBoohoo - just how big will the backlash be? Facebook censorship is not helping it

I have made it clear that the issues raised by Channel 4 with regards to the way Boohoo.com (BOO) treats warehouse staff and exploits vulnerable immigrant workers are serious. I am so shocked that I am boycotting the retailer. Ho Ho Ho - do you honestly think I have ever used it?  But other real customers are enraged not just by what appears to be the unacceptable face of capitalism. Boohoo is censoring its facebook page removing any hostile comments. That in itself is seen as being shifty. Truly, Boohoo is crap at PR.

BOO
BOO

Tom Winnifrith Bonus Bearcast: #BoycottBoohoo, the shameful and unacceptable face of capitalism exposed

I am no fan of Channel 4, Most of its reporting is shocking. But the Dispatches programme today was superb journalism. It exposed Boohoo.com (BOO) and to a far lesser extent ASOS (ASC) for the way they treat management. Boohoo was truly shamed. Its management were shown to be shifty and deceitful in their responses to a film footage which showed quite sickening exploitation of workers and indeed law breaking. If I was a customer I'd shut my account down at once. There are legal and financial implications (bad ones) but the biggest will be reputational damage. How will the snowflake generation who are Boohoo customers react? Looker at #BoycottBoohoo on twitter and have a guess. All this is discussed in a bonus podcast.

Atomic

The emails have landed - I love the smell of AIM Napalm in the morning

The emails I referred to in Friday's bearcast have landed. Clearly my prayers on Friday night were heard. Thank you God. I have now completed the article which will expose on AIM company to the most almighty scrutiny and fallout. I want to sleep on it before publishing at some stage tomorrow. But here's a hint!

Bearcast

Tom Winnifrith Bearcast: 550kg of olives harvested in one day, I'm cream crackered

I am utterly wiped out after day one of what looks like being a cracking harvest. A full photo report is HERE. In the podcast I discuss votes tomorrow in Austria and Italy and what they mean and why we bears are feeling good about the lack of a Santa Rally. Trump was Santa this year and that rally is over. I explain why I disagree with Malcolm Stacey's article today. I then look at a number of AIM stocks set to slide and why, as I refer to Steve's piece earlier. In focus: Avanti Communications (AVN), Advanced Oncotherapy (AVO), Telit (TCM), Boohoo (BOO), Tungsten (TUNG), Fastjet (FJET), Cloudtag (CTAG), African Potash (AFPO) and I have a few words about Worthington (WRN)

Bearcast

Tom Winnifrith Bearcast - Please God let those emails arrive so I can ruin someone's weekend

I have had some emails read out to me and they are dynamite. I hope they will land in my in-box soon. I shall pop into the small church on the way to the Greek Hovel tonight to say a prayer for their safe arrival as if they arrive some folks are in deep deep merde and it will certainly be an ouzo o'clock moment.  Please join me in my prayers. Elsewhere I look at Boohoo.com (BOO), Avanti Communications (AVN), Cloudtag (CTAG), Mosman Oil & Gas (SHITE), African Potash (FRAUD), 88 Energy (HYPE) and with that I wish you all a happy weekend.

BOO
BOO

UK Investor Show ‘Dragon’s Den’ Picks update - Gary Newman facing P45

At UK Investor Show there were five 'Dragon's Den' sessions where five CEOs each gave a five minute pitch and three Dragons each picked one stock in which FIML invested £1,000 via our most excellent broker J Herbert Esq at European Wealth. And so £15,000 was invested, how has it fared?

Bearcast

Tom Winnifrith Bearcast: Oi! Highlands Natural is there something you are not telling us?

The Mrs is staying with the mother in law for another day meaning more peace and quiet for myself and Oakley and another day not to tidy up various messes that have been created. What bliss. In the podcast I discuss Kefi (KEFI), some very serious questions for the scam Highlands Natural Resources (HNR), Magnolia Petroleum (MAGP) and placing ahoy Strat Aero (AERO) as well as Boohoo (BOO) anj Asos (ASC)

Bearcast

Tom Winnifrith Bearcast: Should I admit that "waterboarding" Paul Scott was right about Boohoo

I start with a discussion of gold versus Sovereign debt and refer to a table at the bottom of an article I penned today on the delusional poisonous midget Nicola Sturgeon and her welfare addicted countrymen HERE. Then it is onto TrakM8 (TRAK) but more importantly Boohoo (BOO). Will Paul Scott concede defeat on the former, should I show humility and concede defeat on the latter, just to avoid another session of retail gross margins waterboarding. What do you think? Cripes that reminds me that we picked up some Boohoo shares in the Dragons Den session last year at UK Investor. Bank gains, methinks.

BOO
BOO

Boohoo goes from “not wildly overpriced” to “looks rather overpriced”

Shares in boohoo (BOO) have continued to storm higher since I covered them last month, and have crossed the psychological 100p mark on an intraday basis following the release of today’s interim results. With a £1.1 billion market cap, it is perhaps time to get off this particular train.

Table of shorted AIM shares - end August 2016

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of August (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last month...

BOO
BOO

boohoo – this won’t end in tears, merely frustration for the impatient

My friend Paul Scott made a brilliant call to buy boohoo (BOO) shares with conviction at 24p, shortly after a profit warning in January 2015. With the shares surging to 80p now, it’s been an incredibly successful trade.

AVN
AVN

ShareProphets readers tips for 2016 competition - end June update

Having asked for readers tips for 2016 for the amazing prize of lunch or dinner with Tom Winnifrith (or the chance to fob it off on someone you don't like) HERE, the following is a monthly update on performance (to be eligible needed to have selected a buy & sell pick and those to be listed on the LSE or on the AIM Casino)...

BOO
BOO

Table of shorted AIM shares - end Mar 2016

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares at the end of March 2016 (by net short position %) - and if the positions have increased (red), reduced (green) or remained unchanged (black) since last month...

Bearcast

Tom Winnifrith Birthday Bearcast - Paul Scott Grotesque factual innacuracy

Paul Scott may be Britain's top share blogger but today he served up the sort of grotesque factual innacuracy which would put David Lenigas to shame. I start on that matter and Birthday communications with the younger generation. Then it is onto Afriag (AFRI) - Incoming! Watch this space. Then to Boohoo.com (BOO), Aquatic Foods (AFG), MX Oil (MXO), Magnolia Petroleum (MAGP), CIC Gold (CICG) and London Capital (LCG). I also mention, en passant, Kefi Minerals (KEFI)

BOO
BOO

Zak Mir's Great Request Show: Boohoo.com, Redde, Savannah Resources

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at shares in Boohoo.com (BOO), Redde (REDD), Savannah Resources (SAV) and set share price targets for all three stocks.

Bearcast

Tom Winnifrith Bearcast 1 October - after the fraud conference

A few reflections on the AFCE Fraud conference today at which I spoke and on the Boohoo (BOO) supper with Paul Scott last night. Then onto Daniel Stewart, Caza (CAZA), LGO Energy (LGO), Wandisco (WAND) and Magnolia Petroleum (MAGP). Then the fire alarm went.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast 30 September - fuckwit PR men & other matters

Interrupted by fuckwit PR men and a host of other things this is not a good day. But at least in 48  hours Pizza hardman Darren Atwater has the FSAL headache and I shall be away from acursed London and back in Bristol. On the podcast today: Outsourcery (OUT), Wandicso (WAND), Paragon Diamonds (PRG), Sefton Resources (SER), Fitbug (FITB), Koovs (KOOV), Boohoo.com (BOO), Daniel Stewart (DAN), Golden Saint Resources (GSR) and Blur (BLUR).

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BOO
BOO

Zak Mir's Great Request Show: Boohoo.com, Intelligent Energy, Xcite Energy

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at shares in Boohoo.com (BOO), Intelligent Energy (IEH) and Xcite Energy (XEL) setig share price targets for all three.

Bearcast

Tom Winnifrith Bearcast 22 Sept - Joshing with Paul Scott as Lucian bashes sheep shaggers

How can I think straight when Corrie live is on tonight? Anyhow, I continue my debate with Paul Scott on Boohoo.com (BOO). He thinks I'm wrong HERE but I suggest a few points he may wish to consider. Then Lucian Miers flags up the curse of Welsh folks called Williams involved with PLCs - David at Avanti Communications (AVN), Jim and Tony at Arian Silver (AGQ) but is David at Tungsten (TUNG) a sheep shagger? And what about Chris Oil? We need to know. I discuss Arian in its own merits plus Europa Oil & Gas (EOG), Mosman Oil & Gas (MSMN) and in detail Premaitha (NIPT).

BOO
BOO

Tom Winnifrith's comments on Boohoo.com are utter nonsense

This article was posted as a comment on ShareProphets but after discussion with Tom Winnifrith I am happy for it to gain a wider audience and Tom is very keen that both sides of the argument be heard. Tom's articles and bearcasts on Boohoo (BOO) are utter nonsense. Let's take each point in turn;

Bearcast

Tom Winnifrith BearCast 21 September - What a great Norfolk spotting day

So much to discuss today on the podcast. On this wet day in Bristol my life is brightened by a stream of disastrous RNS announcements. In no particular order I discuss Geong (GNG), Vmoto (VMT), Jiasen (JSI), JQW (JQW), RSA (RSA), Boohoo (BOO) - why the UK's top share blogger Paul Scott is wrong - LGO Energy (LGO), oil prices, Antrim Energy (AEY), Belgravium (BVM), Arian Silver (AGQ), Audioboom (BOOM), Proxama Resources (PROX) and in a bit of detail Seeing Machines (SEE). 

Bearcast

Tom Winnifrith BearCast 20 September - sticking it to Big Dave Lenigas

In today's podcast I cover Big Dave Lenigas, LGO Energy (LGO), Sefton Resources (SER) and Pinsent Masons and Boohoo (BOO), ASOS (ASC) and the unsustainability of super normal margins at a general level

BOO
BOO

New Short for autumn – Boohoo at 33p, valuation a rum n’coke: first warning shot fired

Sadly for us bears most of the slam dunk mid-cap AIM shorts have already gone our way. We have had great sport with Monitise, Tungsten, Quindell, Range Resources, LGO Energy, Cupid, Globo (still more to come there), Gulf Keystone, etc. We won. The Bulletin Board Morons lost. Only Avanti Communications is still left to topple. It will.  But now I think we have a new quarry to stalk: Boohoo.com (BOO) looks a slam dunk short at 33p.

BOO
BOO

Zak Mir's Great Request Show: Boohoo.com, Mariana Resources, Tissue Regenix

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at Boohoo.com (BOO), Mariana Resources (MARL), Tissue Regenix (TRX)

TEF
TEF

Table of most shorted AIM shares - 12/06/2015

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

BOO
BOO

boohoo.com reports “a good start” to its year, are the shares a buy?

Boohoo.com (BOO) has updated on “a good start” to its year to end February 2016. I give my reaction…

ASC
ASC

Table of shorted AIM shares - 29/05/2015

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the shorted AIM shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE

BOO
BOO

Tears at boohoo.com – profit warning reviewed

Growth “less than anticipated” (despite still being 25%) = 40% share price decline. This is the current unwelcome situation for shareholders in online fashion retailer boohoo (BOO). As has been heavily emphasised on this site (see, for example, HERE), this is the risk of high valuations if expectations are not met. What though now with the shares at a current 23p?

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