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.

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…

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)

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.

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%...

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...

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 – the merger saga over or further to go?

Published 1267 days ago

Having announced “preliminary discussions in relation to a possible merger” with Carillion PLC (CLLN) on 25th July, Balfour Beatty (BBY) has now announced that it has terminated the discussions after “Carillion's wholly unexpected decision to only progress the possible merger in the event that (US-headquartered engineering consultancy business) Parsons Brinckerhoff remained part of the potential combined entity”. Below I analyse this strange twist of events, after the prospective merger was originally described by the companies as having “the potential to create a market leading services, investments, and construction business of considerable depth and scale”

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