Results

Bear raiders Boatman savages Babcock again - new report out

Published 11 days ago

When bear raiders Boatman Capital savaged Babcock (BAB) with its first report, Babcock tried to play the man not the ball, casting aspersions on its anonymous critics but history has rather vindicated the bears not the board. Now Boatman has produced a second report, focused on the need for further write downs and on the complexity of the company's structure. The report, in full, is below.

Tom Winnifrith Bearcast: ASOS again shows why broker research is worthless shite & weekend retailaggedon

Published 155 days ago

Recorded in a car outside the mother-in-law's house in the Grim North I start with explaining just how bad this weekend will be for retail UK and what happens next. Then using ASOS (ASC) as a case study I go on to show why all broker research is pointless and worthless shite. Then to Babcock (BAB) and why bear raiders are ususally right, Boatman has been.

Tom Winnifrith Bearcast: Will Audioboom go bust by Christmas & about that Sosandar placing...

Published 186 days ago

In today's extra long bearcast my swearing is minimal and I start with the rather bleak macro picture. How long will the sell-off continue, what is causing it and what should you do?  I then look at Audioboom (BOOM OR BUST), Sosandar (SOS), Wey Education (WEY), Frontera (FRR) and Babcock (BAB). You can book free seats to grill Sosandar, Nigel Wray etc on December 3 HERE

Tom Winnifrith Bearcast: Misquoting Dr Johnston ref Mercantile Ports and FastJet

Published 189 days ago

In today's podcast I look at FastJet (FJET) - you were warned - Mercantile Ports  & Logistics (MPL) - ditto - and Babcock (BAB) where the corrupt deadwood press do their best turd polishing today.

Tom Winnifrith Bearcast - the changing meaning of the word "refute" in the English language

Published 195 days ago

In today's podcast I look at Babcock (BAB), which is not a fraud, and the fraud Globo (GBO) and the use of the word "refute". I also cover Johnston Press (JPR), RM2 (RM2) - another Neil Woodford dog - Haydale (HAYD) which looks increasing;y like a zero, Online Blockchain (OBC) and Amur Minerals (AMC)

Babcock International – Boatman Capital publishes bear dossier: here it is in full

Published 223 days ago

Bear analysts Boatman Capital made the schoolboy error of leaking part of its report to the Sunday Times. The deadwood press is part of the problem not the solution. Thus the Sunset Times scuttled off to Babcock (BAB) allowing the company to spin its side and the paper to run a piece slating the bear commentary.  Such is the sordid state of financial journalism in Britain today. Anyhow for what it is worth the full report is now out and Babcock shares are starting to slide despite the company’s spinning c/o the deadwood press…

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