Tom Winnifrith Bearcast: a dark day in the fight against corporate fraud & the share price that tells you a B2C stockmarket bloodbath is on the way
Ariana Resources – new drilling programme to commence imminently, shares starting to respond - KEEP BUYING
Published 136 days ago
Hello, Share Swishers. At a previous Global Group UK Investor Show, Uncle Tom invited some of you onto the stage to see if you preferred Fevertree tonic water to another kind. All but one of you opted for Fevertree (FEVR). Which helps to explain its amazing rise and rise in the supermarkets, shops and pubs.
Published 200 days ago
In what has been the longest running bull market that I can remember, in which stocks have risen, pretty much in a straight line for over nine years, it has been hard for bears to witness the benign tolerance with which evidently flaky and fraudulent companies are treated by the investing community. In these times patience is required, and it is worthwhile preparing a watchlist of names that are likely to be the most vulnerable when the market finally rolls over. While this list should comprise for the most part those with over-leveraged balance sheets and questionable accounting practices, solid companies should not be discounted out of hand.
Published 257 days ago
Hello Share Masters. At the big UK Investor Show last time, Uncle Tom launched a big demo on stage to see if one brand of tonic water was better than the more common kind. I think he may have been surprised when all but one of the audience he dragged up voted that Fevertree (FEVR) tonic water tasted better than the other brand on offer.
Published 268 days ago
On 6th December I said that a token share purchase by Jim Mellon of shares on Condor Gold (CNR) was a spoof as it was so small for Jim. Moreover Condor was running out of cash and would do a placing within months. Mellon's PR man chewed my ear off. Well hey ho today there was a placing. A pattern of such spoofs and a subsequent placing has continued. Will I get an apology? I also look at lessons from Flybe (FLYB) and the non bid, at Fevertree (FEVR) director share sales, at UK Oil & Gas (UKOG) which is also spoofing, 13 Energy (13E) - "you say it best when you say nothing at all " - R Keating. Then I look at uber dog Golden Saint Resources (GSR) which is leaving AIM and says it wants to go to the Standard List. Lucky Standard List. I also mention our share purchase of more Optibiotix (OPTI). If you like bearcasts then remember that at UK Investor on April 21 one of many highlights will be a live bearcast with myself and Paul Scott. Make sure you book a free ticket HERE using the promotional code WINNIFRITH
Published 388 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...
Published 498 days ago
I wrote recently that I wouldn’t want to be short Fevertree (FEVR) or Purplebricks (PURP) on the basis that clearly crazy valuations have a habit of getting crazier.
Published 526 days ago
I am not a great fan of shorting crazy valuations on the basis that they tend to get crazier. For this reason, I have not been short the likes of Fevertree (FEVR) or Purplebricks (PURP), as calling the top is well-nigh impossible.
Published 551 days ago
Hello Share Snatchers. What is it about the taste of chocolate? I never met anyone who didn’t love the stuff. And I reckon it’s pretty addictive. Otherwise, why should we eat nearly the whole box once we taste the first choccy?
Published 672 days ago
In this bearcast, delayed by more upgrades to my PC from Mr Gates, I look at the appointment of an Oxford contemporary Charlotte Hogg as deputy governor of the Bank of England. Does it really say anything about the advancement of women? Then I discuss growth stocks such as Gary Newman's Fevertree (FEVR) and Boohoo.com (BOO), Finally I ask for your help please as I assemble a dummy portfolio of AIM Resource dogs just to see if market sentiment is so crazy that they fly. I nominate Golden Saint Resources (GSR) and Xtract Resources (XTR) now please can you nominate another ten dogs by noon Monday 13th?
Published 673 days ago
Fevertree Drinks (FEVR) is a company that I have admittedly been wrong about in the past – I like the product and way the business has grown, but thought the valuation was crazy!
Published 871 days ago
My esteemed colleague Graham Neary, a bloke whose analytical powers are tremendous, opined the other day that drinks firms make investors lots of money. Most of them, anyway. He was writing about Fevertree (FEVR), a company which puts a superior kind of tonic water into gin and tonics. I’ve also commended this lot on this delicious website before now. Since then the shares have risen about 40%.
Published 873 days ago
Fevertree (FEVR) has announced blisteringly good interim results today, helping to nudge the share price higher by another few percentage points. With the market cap rapidly closing in on £1 billion, investors would do well to re-assess their positioning.
Published 1012 days ago
Hello Share Pickers. Whenever I consider tonic water, I always think of, well, you know who. But they're not the only people to make this vital addition to a small gin.
Published 1077 days ago
Even when you find a company that you fundamentally like, you still have to buy it at the right price to maximise your chances of a profit.