Published 63 days ago
Hello Share Twiddlers. Continuing my theme that companies which build houses should do jolly well out of the various election promises to stimulate house building, I offer for your critical perusal another lot which services the building industry.
Published 129 days ago
The last time there was a mega merger in the housebuilding sector was 2007. Can you remember what happened next? Exactly. And thus today Bovis (BVS) announced that it had received bid approaches from both Redrow (RDW) and Galiford Try (GFRD). It has rejected both.
Published 197 days ago
I start with a section on the African Potash (AFPO) fraud and how and why I need those who have lost cash to contact me to see if we can seek legal redress. I am proposing to fund two small claims cases to establish a precedent. If we win either or both its ramifications for AIM are massive. Then I look at woeful lies from fake newscasters at ITN but in a macro-economic session inspired by Next (NXT), Bovis (BVS) and Cambria Auto (CAMB) I look at now clear macro headwinds which are hitting the UK partly as a result of very bad calls by the twit Carney and the poltroon Osborne and his pea brained successor as Chancellor, Phil Hammond. How can you assemble a short portfolio on the back of that? I answer reader Tony, but also suggest another short portfolio. En passant I mention Infrastrata (INFA) as well as covering CIC Gold (CICG).
Published 204 days ago
One of yesterday's macro calls from the bearcast HERE is already looking good with today's warning from Bovis (BVS) which I cover in detail. I also look at Avanti Communications (AVN), United Cacao (CHOC), Cloudtag (CTAG), Harvest Minerals (HMI) and at the latest disastrous news about Slater & Gordon (SGH). Happy Christmas Aussie poltroons: wa,wa,wa wa wipeout! The article about the loathsome Guardian I reference is HERE
Published 378 days ago
I have spent the morning getting twitter grief for this article but the one polite twitter enquiry concerns BoxHill (BOX) and I answer that in this podcast as well as explaining why shares are both up and down since Brexit - it all depends how you look at it. I also cover Gulf Keystone (GKP), Bluebird Merchant Ventures (BMV), Advanced Oncotherapy (AVO) and Avanti Communications (AVN), I meant to talk about Bovis (BVS) but forgot. I shall try to remember tomorrow when I am down to make a gooseberry crumble. I shall report back on that over the weekend.