Results

Tom Winnifrith Bearcast - Fire the useless Mrs May, Luke Johnson for PM

Published 1 day ago

Again Carillion (CLLN) dominates the news and the political class is talking utter tosh with our useless Prime Minister Mrs May leading the way. By way of contrast Luke Johnson is superb in his Sunday Times Column today. Luke for PM before it is too late.

Carillion – have we all been here before, Mr Green?

Published 2 days ago

A note popped into my inbox with regard to the demise of Carillion. At first glance, it seems we’ve all been here before – way back in 1990 (when even Tom Winnifrith was a young man). For Carillion today, read Coloroll then.

Notes from Underground: Cord cutters of the world unite, you have nothing to lose but your, um, cords

Published 2 days ago

It's been 18 months now since I cut the (virtual) cord with Sky TV (SKY) and I can't say that I have missed anything, except a £50 per month-ish bill. It's been replaced by Freeview, at the impressive price of free, and Netflix (NASDAQ:NFLX) at £6.99 per month. 

Tom Winnifrith Bearcast - Follow the Bear - top ten shorts reviewed & the sins of KPMG

Published 3 days ago

In today's bearcast I take inspiration from Roger Lawson looking at the sins of KPMG at Carillion (CLLN) and EMIS (EMIS), not to mention Quindell (QPP). What to do?  I look more at Dignity (DTY) and conclude that - having examined numbers from Beyond - the company is fecked. I look at the dumbest snowflake financial journalist going - natch he works for the Daily Mail. And I wonder should one follow the bears, I review the most shorted stocks on AIM and the main market including IQE (IQE), Debenhams (DEB) and Telit (TCM) 

Tom Winnifrith Bearcast - we capitalists give ourselves a bad name

Published 6 days ago

In today's podcast I consider Julie Meyer and Ariadne, Provident Financial (PFG), another Neil Woodford dog, UtilityWise (UTW), OnlineBlockcrap (OBC), Mayan (MYN) and Carillion (CLLN) and how we capitalists keep on scoring own goals.

Carillion - the lessons folks will just NOT learn from this debacle

Published 8 days ago

So Carillion (CLLN) has gone tits up. You do rather feel for its 19,500 employees but as folks work out what happens next there is an orgy of recriminations. What lessons do you learn?

Morons of a feather flock together - what links Carillion, UKOG and Greatland?

Published 8 days ago

A hat tip to Waseem Shakoor for the graphic below. Carillion (CLLN) went bust today. Greatland Gold (GGP) has seen its shares halve as Newmont has pulled out of a jv. So what else do folks owning these two stocks own? See below.

Tom Winnifrith Bearcast: Jamie Oliver & Carillion both going down - the taxpayer should not bail out either

Published 10 days ago

Thank you for the kind words about yesterday's special podcast on my own website HERE. In today's bearcast I look at Carillion (CLLN) and Jamie's Italian, both of which are in dire trouble. I touch on bank bailouts, Mrs Thatcher (rightly) shutting down coal mines and the madness of Government farming/forestry policy. It is related to Carillion I promise!

The Clock is Ticking for those who wish to Short Carillion

Published 10 days ago

Time is rapidly running out both for support services group Carillion (CLLN), and for those not short the stock.

Tom Winnifrith Bearcast: Vyvyan "bored, bored, bored!"

Published 13 days ago

If you are not old enough to remember the clip below you may not remember dotcom madness. In that vein i discuss Online Blockchain (BOLLOCKS). I look at Carillion (CLLN), surely a slam dunk short, BOS Global (BOS) and in some detail Mayan Energy (MYN)

Top shorted London-listed shares at the start of 2018

Published 18 days ago

We review the performance of the top shorted London-listed shares as at the start of each year. For 2017 that review is HERE and, from the FCA's spreadsheet of short positions required to be disclosed to it, we now have the ten top shorted London-listed shares at the start of 2018...

Poor Carillion - now it is set to be savaged by a dead sheep, that is to say the FCA

Published 20 days ago

The real problem that Carillion (CLLN) has its its balance sheet. It clearly needs a debt for equity swap and placing which will see shareholders diluted to buggery. This remains a slam dunk short. But it never rains but it pours. It seems that Carillion may have misled investors.

REVIEWED: Performance of the top shorted London-listed shares as at the start of 2017

Published 21 days ago

Early each year, we note the top shorted London-listed shares as at the start of the year. How did 2017's perform?

Different Fortunes For the UK's Two Most Hated Stocks

Published 51 days ago

The fortunes of London’s two most shorted companies, Carillion (CLLN) and Ocado (OCDO) have differed sharply of late.

Tom Winnifrith Bearcast - a few ideas on which 40 AIM and small cap stocks will the FRC be spanking

Published 66 days ago

I start this podcast with a look at Carillion (CLLN) where I wonder if Steve's damning verdict HERE is just a bit too generous. The boy is too much of a nice guy for his own good.  Then it is onto the FRC which will be writing to 40 AIM and Small Cap companies ahead of them publishing FY numbers. I have a few ideas who and on what areas. The FRC are of course the UK's best regulator if only for recognising the work of the UK's top investigative financial journalist.  Then I look at Angus Energy (ANGS) and finally there is a detailed discussion on MySquar (FRAUD)

Carillion – follows July’s with another material profit warning, dilution extraordinaire ahoy?

Published 67 days ago

Carillion (CLLN) topped the top shorted London-listed shares at the start of 2017 (recent performance update HERE) and remained so in our Autumn update HERE. Having commenced the year above 235p, the shares had slid below 200p before a July profit warning, business review and Chief Executive “stepped down” announcement. They are currently down from above 40p to below 30p today on the back of an “Update” announcement…

Autumn 2017 update: Top shorted London-listed shares

Published 70 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, we previously updated the top shorted London-listed shares HERE. The following is our Autumn update...

Tom Winnifrith Bearcast from Big Sofa to Purplebricks and to an Irish crook I want to sue me for libel

Published 116 days ago

On today's bearcast I mention, en passant, an Irish crook I want to sue me as you can see HERE but then cover Big Sofa (BST), Conroy Gold & Natural Resources (CGNR), Mosman Oil & Gas (MSMN), ITM Power (ITM), Arian Silver (AGQ), Carillion (CLLN)  and Purplebricks (PURP)

Late summer 2017 update: Top shorted London-listed shares

Published 145 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, we previously updated the top shorted London-listed shares HERE. Post Tom Winnifrith offering his top four short-able shorts in London and approaching the final third of 2017, the following updates...

Sell the Carillion HS2 rally at 63p

Published 183 days ago

The accepted market wisdom that one should never be a bear in company throws up a lot of exceptions. Carillion (CLLN), for some time now top of the leaderboard of the most shorted shares on the LSE, is a good example.

Notes from Underground - Hey! You! Get off of my (Sound)cloud

Published 191 days ago

Considering that Tom is on leave and won't be returning to Bearcasts in September, it's interesting to note that two items on the top-10 leaderboard are Tom's Bearcasts. We look forward to their increased popularity when he officially returns to them.

Post half-year 2017 update: Top shorted London-listed shares

Published 193 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, we previously updated at Easter the top shorted London-listed shares HERE. The following updates, showing those with a current reported short position of +7% (those in bold new entrants post the Easter update)...

Tom Winnifritb Bearcast: lessons from Carillion, 88 Energy, MySQUAR and the faux political correctness of my father exposed

Published 197 days ago

Here I am in Shipston with my father who enjoys bearcasts if they mention him so just for that reason I record again. His faux political correctness is exposed by the issue of coverage of women's cricket in The Guardian - the dreadful newspaper he has delivered to try to fool my family of public sector "working" lefties that he is one of them. In terms of the market I look at Carillion (CLLN) and 88 Energy (88E). Shares in both companies are collapsing today and I look at why and at what lessons folks should be learning. You could so easily have avoided losing money on both. Please note Malcolm Stacey and other Ocado (OCDO) bulls, lesson one on Carillion is for you. I also make it clear that while he may have some of the attributes of a Bulletin Board Moron as he showed HERE, Evil Knievil is not, in fact, a BBM, I was just joshing him when I suggested otherwise. En passant I look at MySquar (MYSQ) and explain why today's exposes HERE and HERE may refer to events a long time ago but are pertinent. 

Easter 2017 update: Top shorted London-listed shares

Published 283 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, at the start of the year we showed the ten top shorted London-listed shares HERE. The following updates, showing those with a current reported short position of +7%...

If You Agree the Building Trade Will Boom, Here Are Three Firms to Look At

Published 319 days ago

Hello Share Trenders. I’m about 10% in cash at the mo. It’s out of the ordinary for me to have so much money not in shares, but even raving optimists have to take a bit of notice of the gloomsters who heavily outnumber me - many of which write on this glittering website. However, I have spent some of my cash reserve recently on shares in three companies in the house building game. You’ve probably read me being boringly bullish about this sector over the last year.

Top shorted London-listed shares at the start of 2017

Published 383 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the ten top shorted London-listed shares at the start of 2017...

Ocado - a compelling short

Published 633 days ago

Bears have a saying “never be short in company” but I have made an exception to this rule today and reopened a bear at 308p in Ocado (OCDO)  the second most shorted company on the market (after Carillion). 

The most shorted London-listed shares at the start of 2016...

Published 742 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the disclosed most shorted London-listed shares at the start of 2016...

The top 20 single net short positions in London - 17/04/2015

Published 1005 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the 20 highest single net short positions and the changes (red if short increased, green if reduced) since a previous analysis HERE.

Changes in disclosable net short positions - week to 27/03/2015

Published 1028 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (red if short increased, green if reduced)...

Table of most shorted shares in London - 20/03/2015

Published 1032 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details the most shorted shares (by net short position %) and if this position has increased (red), reduced (green) or remained unchanged (black) since a previous analysis HERE.

Changes in disclosable net short positions - week to 20/03/2015

Published 1034 days ago

From the FCA's spreadsheet of short positions required to be disclosed to it, the following details changes to net short positions in the last week (red if short increased, green if reduced)...

Balfour Beatty set for a slow recovery

Published 1034 days ago

I was somewhat surprised to see the share price of Balfour Beatty (BBY) rise significantly off of the back of its final results yesterday. The UK based construction company had already issued several profit warnings during 2014, so it probably came as no real surprise to investors that it reported a £59 million loss for the year ending December 31 2014.

Balfour Beatty – agrees sale of Parsons Brinckerhoff despite dissenting argument

Published 1236 days ago

key element of dispute in its rejection of advances from Carillion, Balfour Beatty (BBY) has announced the prospective sale of its professional services division, Parsons Brinckerhoff, to WSP Global Inc. for a cash consideration of $1,352.5 million (£820 million). I review in the following, with this set to see up to £200 million returned to shareholders in Balfour and the shares having nudged ahead to a current 243.60p in response.

Carillion plc – improved merger proposal put to Balfour Beatty, but not enough?

Published 1251 days ago

Carillion plc (CLLN), “following discussions with Balfour Beatty's major shareholders”, has offered improved prospective merger terms in an attempt to get the board of Balfour Beatty (BBY) to re-engage in discussions and agree to get a current 5pm Thursday deadline for Carillion to announce a firm intention or not to undertake a transaction extended. The following updates with Balfour having now rejected this.

Balfour Beatty & Carillion – another twist in the possible merger saga

Published 1259 days ago

Having previously concluded on the Balfour Beatty (BBY) and Carillion (CLLN) merger saga that ‘the potential synergies from a merger appeal to many investors, but with uncertainty as to whether a transaction can be resurrected and ahead of the results announcements later this month, it is a watching brief here for now’, the following updates with Balfour having now affirmed that it has rejected a revised proposal from Carillion and “lost confidence in the likely delivery of a successful transaction”. Carillion meanwhile is to “give further consideration to its position and will make a further announcement in due course”.

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