IQE – the bear case another six of the best for the bulls to ignore

Published 133 days ago

I have flagged up material concerns about IQE (IQE) and its valuation in two recent articles HERE and HERE. For those so enthused with bull market euphoria that they ignored those warnings, here are another six matters for them to consider carefully.

Top broker spells out the bear case for Renewi

Published 354 days ago

A leading broker today sums up the bear case for Renewi (RWI). Er Renewis who? Well this used to be Shanks & Mckewan a good Scottish outfit in waste management.  But then... over to the broker:

A Broker presents the full bear case for Fevertree

Published 354 days ago

This is interesting. Are the glory days of Fevertree (FEVR) behind it? Is it time to call the top? This is the bear case as presented by a leading broker today. It is an interesting read...

Why junior resource stocks could still plunge further

Published 1254 days ago

As you know I am a gold bull but I accept that there are still downside risks in buying shares in junior resource companies even on a selective basis. This week my colleagues at Palisade capital interviewed Marin Katusa who has just parted ways with Casey Research who puts the bear case eloquently. I am not sure I agree 100% but in the interests of balance

Tungsten Corp – claims a “strong demand” placing, but how does 80p per share compare?

Published 1271 days ago

With its shares having fallen from a 225p October 2013 AIM admission price and almost 400p in September, Tungsten Corp (TUNG) has now raised a, subject to General Meeting approval, further £17.5 million in a placing, though now at 80p per share. The following updates as the company purportedly “begins to transform the world's supply chain”. Hmmm…


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