I start with the warning of a three-day bearcast break in the summer, and explain why. And of how the cat has stolen all the Es. Then, it is onto the local elections, and a warning for complacent Tories about the thief in the night. Then, Cathie Wood and ARK, which really is going down the plughole. I look at new Sub Standard List IPO, Kendrick Resources, and give it the Bird. I cover bitcoin; Argo Blockchain (ARB); McColls (MCLS); Kinovo (KINO) - where somebody should be sacked; Wildcat Petroleum (WCAT); and Powerhouse Energy (PHE) . I explain what Steve Moore should do on his weekend "lads break"in Skegness. Oh to be young again. Irony. I forgot to say: thanks to all those who have now donated to Rogue Bloggers for Woodlarks. I shall be training hard again this weekend, with a day of gardening and an 18-20 mile walk. Think of my suffering, and, if you have donated, I thank you. If you are among the 97%of listeners who have not, PLEASE DO SO HERE.
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?
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.
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
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.
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
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.
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.
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).
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.
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.
Thank you for your kind messages about my late cat Tara. Today I record with morbidly obese three legged Oakley listening and try to get him excited with an imaginary ffing dog. Actually it is the Chris Oil of cats. I explain. I also look at Stanley Gibbons (SGI), the London Stock Exchange (LSE) and the first placing into the Horse Hill ramp - Evocutis (EVO). Next will be - I predict - Solo (SOLO). I also look at ISDX lobster pots and David Lenigas lies ref Afriag (AFRI).
Sorry for the delay with this podcast. First up I am still not smoking, second I am delayed as one of my cats seems very ill indeed. Then bloody Andrew Monk of VSA has my mind in torment with a puzzle I cannot do and another where as a chemist - and a boring boatie from Oriel - he just cannot see that there are 2 correct answers. He should have done PPE. Finally a reader demands we show balance, i.e. parrot his unbalanced view. No can do compadre. Puzzle answers in comments section below please.
Today's podcast finds me in a panic as Oakley and I need to do frantic tidying before the Mrs returns to cover our respective sins. Meanwhile Tara the cat is also misbehaving. On the agenda - the great unravels at LGO Energy (LGO) but more especially Tribal Group (TRB) - the latter getting a thorough analysis. Then it is onto JQW (JQW), Alba Minerals (ALba) and the Horse Hill/Horse Shite prospect and Michelmersh Brick (MBH) which leaves me confused, perhaps Chris Bailey of Financial Orbit is geekish enough to assist?
Two bad things today. West Ham kick off what is bound to be another season of Premiership disaster and more importantly my cat Tara seems to be very sick. Seeking distraction I read the Sunday financial press and feel disgusted, a sense of being made nauseous by the stench of corruption everywhere. Afren, Quindell, the financial press, it is tempting just to give up on shares. Is not the whole game rigged by the crony capitalists? It is not. But a lot of it is as I explain in this podcast. I end by explaining why my emails will go unanswered for days and twitter ignored almost completely for the next seven weeks. I have an urgent deadline.
A good day on all fronts - although condolences due to Wildrides regarding his cat - all cat owners know how he feels today. I digress. In this podcast I look again at Horse Hill and my mind wanders back to 2003 and Avington. I look at Coms and ask if Dave Breith is an insider dealer as well as a shite ex-CEO? Then it is on to Tethys Petroleum en passant Software Radio and then the highlight of the day, POS AIM Casino dog with fleas Clear Leisure appointing Big Ray Zimmerman and his bunch of muppets at ZAI Corporate Finance as its new Nomad.
As part of the rebranding of the disgraced but now transformed Sefton Resources (SER) I can reveal that the company is now considering a name change and that one idea that has been considered is a variation on Oakley Oil & Gas.