237 days ago
I see that Dechra Pharmaceuticals (DPH) has continued to see a share price rise since I last wrote about the stock here in early September. Back then I concluded that it is hard to push back on ‘improving global animal health and welfare’ but it is an expensive multiple to buy this one. So what is the updated view post its first half results?
740 days ago
There are two guests in this week's show, First up I discuss recent events at Bahamas Petroleum (BPC). then I discuss sexism in the City and Big Sofa (BST) with its boss Kirsty Fuller. Then it is on to Adam Reynolds where we cover Sosandar (SOS), Optibiotix (OPTI), Big Sofa (BST), Yourgene (YGEN) and Concepta (CPT). It is during this segment that the cat and the rat feature. If you like this and can't wait seven days for more of the same you should listen to my Bearcast every day.
900 days ago
In today’s bearcast I start with missing cat news (there is some hope) and end with news of the ultimate cruel an unusual torture for Andrew Monk. Think of the poor man and donate to rogue bloggers for Woodlarks HERE. I cover Marechale Capital (MAC) and AIM bad boy Leon Hogan, Maestrano (MNO), Redhall (RHL), Management Resource Solutions (MRS), Bould Opportunities (BOU) and Octagonal (OCT). Go on think again of poor Monkey and get the (now) eleven rogue bloggers over the £15,000 mark HERE
1422 days ago
This podcast was interrupted by the sight of my friend the feral cat. Three years ago I gave a black and white feral kitten who had wandered up to the hovel some milk. I am not sure if it is the same creature but now and again a black and white cat stalks the hovel in search of snakes and rats to eat. I hope its the same cat. Anyhow I am excited to see him again and got a picture as you can see below despite him, being feral, not being that friendly. The podcast itself covers Adam Reynolds and the Adam Reynolds stocks many of which we own. I do this in response to Cynical Bear's ill informed mud slinging of earlier.
1529 days ago
This is a very simple contest. Heck Oozi Cats, formerly of Telit Communications (RCM), you have time on your hands right now so why not enter! "don't talk about time" Mr Sheriff please!" said Uzi, Sorry Oozi. I digress. Please look at the four images below and tell us which is the odd one out and why. I have added a musical hint on the fourth one. Post your entries in the comments section below with a deadline of midnight Thursday
1566 days ago
Another one off - this time recorded with my three legged cat Oakley. I am so angry. I touch on MySquar (MYSQ) and what it says about the AIM Casino as a follow up to today's pieces HERE and HERE. But the main focus is on events at Magnolia Petroleum. I give chapter and verse on why CEO Rita should have been fired and what it says about the AIM cesspit that she was not. I discuss today's deal which saves her and expaian why it will not save Magnolia (MAGP). I give your hard data on its impact on cashflows and on the balance sheet. This POS is toast but Rita and her Nomad make me want to barf.
1579 days ago
I am pretty much finished here in Greece as I explain in the podcast. And as such I start the journey home tomorrow to spend time in sun-drenched England with the Mrs, Joshua and - of course - Oakley, my utterly pampered three legged cat who is, I gather, now being given iced water to cope with the heat. In this podcast I look at Barclays (BARC), the SFO and the nature of fraud. I look at Thor Mining (THR) where events disgust me and at Ariana Resources (AAU) where I am dissapointed and less accepting than Nigel Somerville is.
1791 days ago
I start with the urgent matter of the weight of my three legged cat Oakley and I take stern warnings from health guru Paul Scott. But there are problems to deal with which the guru may not appreciate. Then I comment again on African Potash (AFPO) which has suffered the usual fate of those PLCs who threaten me with fascist lawyers' letters. Then I work my through Senterra (SEN), Mitie (MTO), China Africa (CAF), Arria (NLG), Instem (INS) and LXB retail (LXB).
1900 days ago
Oakley and I are bracing ourselves for the arrival of the mother in law. Wish us luck. At least I can flee to Shipston tomorrow, my poor cat is trapped with his Pokemon. Then I look at Avanti Communications (AVN) where the shares are surging on the back of an FT report - is this bogus? I look at Messaging International (MES) where I am not interested even after the fall, Magnolia Petroleum (MAGP) and a sector read across from the dire news earlier (HERE), Scotgold (SGZ), Johnston Press (JPR) and then do some detailed maths on African Potash (AFPO) and the loan from the FD's wife which could kill it stone dead on September 1.
1928 days ago
Hello Share Mates. My flight was about two hours late getting into Cardiff Airport after my trip to Munich. Then the plane was held for about another hour because all the lights had gone out in the terminal due to a massive power cut. So I missed the big match between Wales, where I live, and Portugal where I don't. Consequently I'm penning this in the early hours of the morning. Worse still, in a few hours' time, I will be under the surgeon's knife.
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