Tom Winnifrith Bearcast: Soho House is a canary, Woodford is Burmah Castol & the folly of M&A

Published 155 days ago

In this podcast recorded in a car park I reflect on new mounting problems for Neil "Nomates" Wooodford and wonder if the demise of his empire will be the Burmah Castrol moment of 2018. I ask if the nutso planned IPO of Soho House is a lagging canary and I reflect on the folly of most acquisitions.

Glencore - imminent M&A splurge suggests you should go bye bye

Published 340 days ago

Who remembers the infamous zero pence share price target established by one 'teenage scribbler' broker on Glencore (GLEN) the thick end of a couple of years ago? Funnily enough, via a decent commodity marketing/trading business, a cute money raising and some decent tier 1 mining assets, Glencore shares did not trouble the scorers below even 50p and over the last 20 months have recovered back to levels seen four or five years back. Today's first half numbers continue that renaissance.

Webis Holdings - worth a gamble at the bookies

Published 499 days ago

With Cheltenham Festival around the corner, I thought I’d throw caution to the wind this weekend, cast my cynical nature to one side, and come up with a couple of cheeky punts that I think may pay off. What could be more fitting for my first than the gambling business, Webis Holdings (WEB).

Zamano – attempted ‘no one watching o’clock’ “business update”. Uh-oh…

Published 597 days ago

Uh-oh. A Friday, 3:39pm “Business Update & Strategy/Board Changes” announcement. I’ll give you whatever odds you want on this being good news from mobile messaging, marketing and payments company Zamano (ZMNO)… It ain’t…

Ferrero gobbles up Thorntons - a sign of good taste from The Ambassador's Party?

Published 1121 days ago

Privately owned Italian chocolate group Ferrero has today snapped up UK chocolatier Thorntons for £111.9 million in cash -is this a sign of good taste?

Tom Winnifrith's BearCast 20 December

Published 1304 days ago

In this bearcast I start with the issue of the abject failure of regulation and my support for Class Actions - let market forces deal with the fraudsters where the State has failed. Then onto oil and why M&A action will not save the juniors on the AIM casino. Finally to what happens as a PLC goes into death throes, Quindell, its share price. the motivation of whistleblowers and more.

Brady plc – interim results positive, is the outlook for the shares also?

Published 1406 days ago

Provider of trading and risk management software to the global commodity and energy markets, Brady plc (BRY) has announced results for the first half of the 2014 calendar year. It said that “the enthusiastic activity being demonstrated across all parts of the group, delivering both growth and healthy margins, gives me every confidence that we are on track to perform in line with full year expectations”. What does this suggest for the current valuation?

Buy Salamander Energy at 113p – target 250p

Published 1450 days ago

To newcomers, Salamander Energy (SMDR) is a complex beast with a medium sized market cap with assets in the Far East. Look under the bonnet and you will find over 100% upside for the shares from the near term drilling of the NK2 50% cos well, growing production, vastly reduced debts and an 11p dividend thrown in. And it seems like a prime takeover target. Buy at 113p – target 250p. 

Financial Video Postcard #39 – The Reasons to avoid acquisition driven companies

Published 1478 days ago

Tom Winnifrith had a great meeting with the AIM listed CEO he admires the most last week and discussed a range of issues relation to acquisitions. Yes, a bit of this relates to Quindell (QPP) but it is a more general discussion. 

Quindell – The Company (at last) Comments to Shareprophets re Bond Issue Position

Published 1528 days ago

Well done Quindell (QPP). It has finally offered a comment on the suggestion from a source of mine that it was considering a bond issue in 2014.  To those poltroons who suggested that Quindell would not bother speaking to me, only “proper” journalists


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