Sunday Long Reads: Liverpool's Data Success, Con who didn't die, Fake Meat, Brexit Party, Sewage Viruses
Mothercare – “refinancing, restructuring and reorganising… to ensure a sustainable future”. Is there?
Tom Winnifrith Bearcast: Why I think Malcolm Stacey is wrong on Bigdish & good riddance you mendacious old hag
Published 9 days ago
I start with a comment on the amazing generosity of one person donating more than £11,000 to Rogue Bloggers for Woodlarks yesterday. It was not Neil Woodford though I did ask. Anyhow: to the 75% of you yet to donate think of me this weekend on a) my last training walk ahead of 33 miles next weekend and b) entertaining a visiting mother in law. As you think of my weekend, please donate HERE. In the podcast I discuss Woodford's latest bad news, Maistro (MAIS), Blur as was, UK Oil & Gas (UKOG) and Staffline (STAF). I also offer advice to Andrew Monk on which 1 AIM stock he should buy today for his mother's IHT Portfolio.
Published 16 days ago
We have a small exposure to Uranium via Berkeley Energia (BKY) but its shares are driven by the Spanish approval process more than the uranium price. But I can't say i'd be averse to a bull market in yellowcake.
Published 19 days ago
Because i am such a fucking feminist I enjoy my 8th day of juggling full time parenthood and work. The net result is that my two year old son Joshua co-presents today's podcast. I explain why he has the requisite skills to be the next CEO of Eight Peaks Group (8PG) where we have major revalations about how management have screwed shareholders this weekend. I also comment on Bidstack (BIDS), Purplebricks (PURP) and Surface Transforms (SCE). joshua is donating his presenter "fee" to a good cause, please follow his lead HERE
Published 37 days ago
We have a small exposure to Uranium via Berkeley Energia (BKY) but its shares are driven by the Spanish approval process more than the uranium price. But I can't say i'd be averse to a bull market in yellowcake.
Published 44 days ago
Entrepreneur Brandon Munro remembers the last uranium bull market and how much of it was focused around Australia. He says, “Paladin was an incredible ride in 2005 when it moved from four cents to two dollars.” That period was a wild intensely informative ride, and it taught him just how much leverage can come to uranium stocks.
Published 49 days ago
In this podcast I look at the growing mini bond scandal as I flag up another ponzi waiting to collapse today HERE. Then I do a review of my own bull portfolio: Optibiotix (OPTI), Yourgene (YGEN), Concepta (CPT), Big Sofa (BST), Wishbone (WSBN), Kefi (KEFI), Reach4Entertainment (R4E), Falanx (FLX), Fox Marble (FOX), Berkeley Energia (BKY) and Argo Blockchain (ARB). I did not mention Fox in the podcast so I'll do a seperate update later. Finally: why have you not joined the roll call of heros HERE? I say a few extra fucktards on that count.
Published 55 days ago
I accuse Dom Frisby of using a very old photo on this occassion. How do you plead Frizzers? This podcast with the great libertarian and gold guru is nothing if not wide-ranging.
Published 58 days ago
Copper has always been a favourite metal for geologist turned broker Barry Dawes, being the third largest metal in terms of consumption and continues its historical pattern of long term growth. China and Asia use an enormous amount of copper and shortages are developing. This should result in a boom in copper prices and then new exploration.
Published 61 days ago
Author Danielle DiMartino Booth argues that it is iimportant that people understand the way central bank policies affect their lives. Her recent book reveals how the Fed has lost its way due to creating monetary policy based on market patterns and politics instead of economic metrics. She argues that the Fed is increasingly becoming backed into a corner ever since the money printing of 2008 with the introduction of “Zero Interest Rate Policies” and “Quantitative Easing.” Now the Fed has again become dovish over seemingly small corrections occurring in the markets.
Published 65 days ago
Geologist and analyst Mickey Fulp feels the gold market has bottomed and that a new bull market is developing albeit slowly. Once the rally begins, he argues, it will quickly move the mining equities. They are positive on the price of gold, due to global economic outlook being weak, geopolitical risks like Brexit and Venezuela, as well as U.S. and China trade talks. Central banks continue to buy, and a dovish Federal Reserve will likely have one interest rate hike in 2019 are all bullish factors for gold.
Published 66 days ago
Charlie & Lola let me down so sorry for the Joshua interruption today. In this podcast I discuss Brexit and the real threats to the UK economy and then look at Crest Nicholson (CRST), its dividend and, I think, illusory yield. If you enjoyed this, almost, profanity free bearcast, follow a bloke from the Grim North who donated enough to buy a whole house in the welfare safari and support the Rogue Bloggers for Woodlarks HERE.
Published 66 days ago
Fund Manager Lawrence Lepard argues that inflation is in the process of returning, and the Fed is losing credibility. More people realize that the money system itself is terrible. Unlimited credit is a temporary solution to regular markets, and the end-point of this process could be hyper-inflation. He believes investors will begin to chase gold as the broader markets are likely not headed to new highs. The technical picture for gold is looking good. Commodities are very cheap right now while stocks are almost certainly over-priced.
Published 74 days ago
Banker Alex Molyneux argues that uranium is an attractive commodity that utilizes long-term contracts; however, that can result in pricing that doesn’t reflect the underlying product. Lately, uranium has been rising from mine closures, and due to the way, KazAtomProm and Cameco operate.
Published 78 days ago
Economist David Rosenberg says that assessing commodity valuations is far more difficult than evaluating the bond or equity markets. Sentiment is important, but commodities each respond to different factors. For example, precious metals respond differently from industrial commodities which rely on global growth.
Published 81 days ago
Veteran find manager David Brady believes gold will bottom and rally once the Fed reverses policies. Until now all we have seen is a verbal reversal, the Fed has not yet switched gears.
Published 85 days ago
Analyst David Hunter notes that Gold and silver peaked in 2011, since then we’ve been in a long consolidation period. He is very bullish on gold, and he is calling for $1550 for gold and Silver to $26 by mid-year. The dollar is likely to roll-over soon, and he expects the US dollar index to decline to around 86.
Published 86 days ago
Fund manager and commentator Jesse Felder argues that precious metals have become particularly hated. Looking at what is hated is a good way to find opportunities. Gold still brings a lot of skepticism even though the fundamentals are clearly suggesting the need to own it.
Published 87 days ago
I start today's podcast with an expansion on the themes in today's Tomograph, why I am so depressed about the currupt and rotten state of the West. I discuss Kenmare (KMR) and naked NEDs and then look at Neil Woodford with reference to today's IPO of Proton Partners (PPI). If this was any other fund manager the FCA would have moved in to replace him by now. If you enjoyed this podcast please support the EIGHT rogue bloggers for Woodlarks with a small donation HERE
Published 88 days ago
In this bearcast I comment on Bluejay Mining (JAY) although my main commentary on it is in a seperate podcast HERE, Metals Exploration (MTL), and Nostra Terra (NTOG). I also look at Ted Baker (TED), TekCapital (TEK) and Alien Mining (UFO) with its new Nomad, London's worst, Roland "Fatty" Cornish. If you enjoyed this podcast please support the EIGHT rogue bloggers for Woodlarks with a small donation HERE
Published 88 days ago
Please remember that i do occassionally lapse into Parody thus while the first few minutes of this podcast concern the nation's sweetheart and most talented chanteuse, my real concern is the scandal at Blue Jay Mining (BYAY) unearthed by today's RNS. I cover the role of shamed promoter Old Mother Michael Walters, disgraced broker John Meyer of SP Angel of the Mysquar (MYSQ) fraud shame and of course the company itself. There should be a full investigation and heads need to roll after almost two and a half years of the market being misled. If you enjoyed this podcast please support the EIGHT rogue bloggers for Woodlarks with a small donation HERE
Published 93 days ago
Analyst Luke Gromen is not sitting on the fence with this call. He argues that whereas everything is in a bubble, Gold is arguably the cheapest asset relative to history.
Published 93 days ago
I cover the matter in the tiitle at the end of this podcast and also remind you that tomorrow is my first long training walk for the 33 mile Woodlarks trek in the summer where we now have EIGHT rogue bloggers signed up and where I ask each bearcast listener to think of me tomorrow and donate a tenner HERE. In the podcast I discuss my unhappiness over City behaviour at Reach4Entertainment (R4E), Yourgene (YGEN) and ref Chris Oil. I stress that I own shares in Yourgene and Reach and both are cheap notwithstanding my unhappiness. I look at Haydale (HAYD), Flybe (FLYB) and Chesterfield (CHF)
Published 97 days ago
My daughter Olaf is on half term and bored so has called twice to discuss the great issues of the day. Being an Islington leftie she reckons that ISIS supporting nutter and her son should be allowed back into the UK. I disagree. In the podcast I also look at Footasylum (FOOT) and the lardbucket loud-mouth wild card when it comes to being short retail, at Yourgene (YGEN), Falanx (FLX), African Battery Metals (ABM) and Red Rock (RRR), Victoria (VCP), Motif Bio (MTBF) and Plexus (POS). To go heckle the Sith Lord Zak Mir, drink as much free booze as you can and grill Andrew Bell next Monday book your seat HERE
Published 98 days ago
Analyst Ronald feels that we are in a perfect storm for gold as his inflation indicator began to rise this January. One should load up on inflation-sensitive currencies, mining equities, physical gold, and the commodity sector in general. The combination of monetary tightening and rising rates is going to lead to recessionary risks and the economic numbers show a dramatic cooling.
Published 99 days ago
As you know, Jordan Roy Byrne is the only technical analyst we take seriously ( sorry Sith Lord Zak Mir). As such we note that Jordan points out that the signs are close for declaring a new bull market in gold. The indicators are all showing positive. Both GDX and GDXJ have surged in their long term moving averages. We still need to rally up to the resistance levels but we are so close and the evidence is mounting. Lastly, he is looking for the ratio of gold compared to the stock markets to rise which is a classic bull market sign. All this is explained in the latest podcast from Palisade Capital.
Published 99 days ago
In this podcast I discuss Plus500 (PLUS) again and also share buy backs in general and specifically. I also look at Motif Bio (MTFB) and the general issue of who should sit on a smaller company board. This podcast comes to you from my mother-in-law's in the Grim North.
Published 103 days ago
In this podcast I look again at Chris Akers, that tweet and Sabien (SNT). I look at Plus 500 (PLUS, Debenhams (DEB) and at UK Oil & Gas (UKOG).
Published 104 days ago
Philip O'Neill started his career in the junior mining space in the early 2000s by investing in uranium. He discusses the last bull market and how it did exceedingly well and how the market can surprise you. Today there is much more experience in the uranium markets so the coming bull market should be more mature.
Published 107 days ago
Newsletter editor and broadcaster David Morgan contrasts today’s market with that of the bull market of the 1970s. Back then the coinage had just separated from the silver standard to today’s fiat standard. People at that time understood this would lead to problems. However, few recognize this fact today. He says, “From a value investor perspective, you need to consider that on an inflation-adjusted basis; silver is cheaper than it has ever been.” This is due to the amount of money printing in the world today.
Published 110 days ago
2018 should be seen as a reset year for lithium. Low-quality Chinese lithium surprised the market, but it doesn’t change the long-term demand picture. If anything demand continues to strengthen and he has never seen a more significant disconnect in any commodity. Analyst Chris Berry says, “Energy metals are a compelling place to be investing.”
Published 113 days ago
In today's podcast after discussing late night sex in Clerkenwell, I discuss the history of Daniel Stewart (DAN) and how pride, real pride, came before its fall and the lessons one can learn. I look at Neil Woodford dog Utilitywise (UTW) and i look at the newspaper industry and the £10 million loss making Evening Standard and the reasons that its wanker journalists may today claim credit for other folks work but tomorrow they will have to #learntocode in order to put bread on the table.
Published 120 days ago
As I predicted, IQE (IQE) served up another profits warning yesterday. I do a bit of number crunching in this podcast which also looks at the way Frontera (FRR) holders deal with their grief, given the Rolls Royces they were promised by the company's liar of a CEO
Published 120 days ago
Pundit Frank Holmes says, “Gold has been so resilient all year especially when you look at real interest rates.” Due to negative interest rates in other countries, the dollar has held up reasonably well. When they talk about rates peaking gold will hit $1500 in the blink of an eye. The supply of gold is shrinking, and the costs are getting more expensive which is settings us up for a beautiful gold cycle. Gold is going to have an incredible shine and pass through the 1900 level in the next three years."
Published 122 days ago
In today's podcast, recorded before a trip to see Joshua's goat, I look at Frontera (FRR), Flybe (FLYB), FinnCap (FCAP), Blue jay Mining (JAY) and Blue Star Capital (BLU)
Published 125 days ago
Make sure your kids do not listen to this podcast. Today I cover the latest bonkers idea from Malcolm Stacey, NetFlix (NFLX), tesla (TSLA), IQE (IQE), Dods (DODS), Flybe (FLYB) and Totally (TLY). I also explain why I am even more of a f*cking feminist than before, as of today.
Published 128 days ago
Author David Skarica is not sitting on the fence. David feels the general markets and the way quantitative easing was structured are the reason gold has underperformed. This money instead went into financial markets, real estate, and art. Gold is a fear trade, and over the last few years, we have had mass complacency.
Published 133 days ago
Entrepreneur Lior Gantz claims that the outlook for Gold and Silver is improving dramatically. His thesis is that recent market action has resulted in a rebound. In September mining stocks hit 52-week lows, and the regular markets are now entering bear market territory. Inflation is on the rise and many states are hiking their minimum wage. Recent US Dollar strength is actually a bearish sign.
Published 136 days ago
In today's podcast I look at Brighton Pier (PIER) in some detail and am almost tempted to make a small speculative punt on my pal Luke Johnson. I look at Debenhams (DEB) and Marks & Spencer (MKS) and at Imaginatik (IMTK). Finally I have a few questions ( again) about Wey Education (WEY). Oh. There is also a sexist joke in there and if you are offended I really don't give a damn.
Published 137 days ago
In this bonus podcast, recorded at a Motorway service station, I look at the Anglo African Oil & Gas (AAOG) debacle and THREE massive failings by the Nomad and broker FinnCrap (FCAP). I raise questions about FinnCap it cannot answer but also show why this eiposde flags up the conflict of interest issue which is the cancer destroying the whole of AIM. The home truths will make uncomfortable listening for many.
Published 138 days ago
It is becoming like groundhog day at BlueJay Mining (JAY) and the oft trailed "offtake agreement" that never materialises... Originally touted in early 2017, nearly 2 years later and despite much promotion by disgraced share promoter Michael Walters and John Meyer, the shameless head of research at scumbag Nomad SP Angel, there seems little sign of one for BlueJay's investors.
Published 144 days ago
Fund manager Jaime Carrasco is a bundle of New Year cheer. Not! He assumes that markets are manipulated through excess money printing and suppression of some like gold and silver. Investors would likely be less interested in markets if the price of gold were much higher. Precious metals reveal the underlying market risks and the year ahead will probably bring additional risks but also opportunities.
Published 156 days ago
Happy Christmas Neil Woodford. I am sure that the £7 million you earned last year will be some consolation in what must be trying times. In this bonus podcast I explian why I think the troubles for Woodford are far worse than folks think, what, I believe, the FCA is doing and how close we are to end game. There are two scenarios and both are ugly.
Published 164 days ago
I visited my local Estate Agent yesterday about selling the house of the Mrs here in Bristol. He is a clever, honest and experienced chap who has done TV work and who I've known for a a while. I relay his numerous tales of woe which, I think, are symptomatic of the wider market, whatever headline data we are fed. If I am right how do you play the dire times ahead on the short tack? I discuss house builders in general, Barratt (BDEV) - if I said Bovis in the bearcast I meant Barratt -, Purplebricks (PURP) and BCA Marketplace (BCA) in this bonus podcast.
Published 174 days ago
Gabriel's dossier should appear here 2.15 PM London time. It is explosive. In today's podcast I discuss Telit (TCM) and shamed FinnCrap, Halosource (HAL) and hapless Neil Woodford, Audioboom (BOOM) and a backfiring spoof, Tomco (TCM), Yourgene (YGEN) and the weather here in Greece as the olive harvest draws to a close.
Published 180 days ago
You may wish to watch my UK Investor City forum gig with bitcoin nutter Dominic Frisby HERE to frame what is in this podcast, the title of which is self-explanatory.
Published 189 days ago
In today's podcast I look at FastJet (FJET) - you were warned - Mercantile Ports & Logistics (MPL) - ditto - and Babcock (BAB) where the corrupt deadwood press do their best turd polishing today.
Published 192 days ago
Or they might not. But the potential is there warns the only technical analyst/chartist on this planet we pay any attention to, Jordan Roy-Byrne in the latest podcast from Palisade Capital.
Published 197 days ago
Celebrated fund manager John Hathaway feels that gold should be getting more of a bid, but investors remain lukewarm. In the near term, he is unsure of where gold is headed. John cautions that investors are going to become increasingly aware of the dangers of deficit spending and inflation which should cause gold to get more of a bid. A small pullback could still happen, but he doubts that there will be a retest of 2015 lows. Long-term he remains very bullish.
Published 202 days ago
I start with a reader request. I do as you wish. In this podcast I cover MySquar (FRAUD), ADVFN (AFN) and Totally (TLY) in the battle of the anorexic Ethiopian super model balance sheets, Avanti Communications (AVN), Purplebricks (PURP) and ripping off customers as a business model, and also Angus Energy (ANGS). Post bearcast I have just had a good chat with Tim Steer who has a book out soon. More on that when it is published.
Published 207 days ago
Rick Rule from Sprott, the world's best known resource investor, is a major bull of Yellowcake and explains why in the latest podcast from Palisade Capital. Rick feels that it’s too early to draw any conclusions from the recent market action arguing that, technically, these price fluctuations are not that aggressive. He is encouraged by golds recent performance but two weeks of data is not worth anything but amusement.
Published 209 days ago
Mining entrepreneur Ross Beaty reckosn the really good times are coming for we gold bulls. He feels that we have been in a gold bull market since 2015. Gold had a good breakout in 2016, and that seems to be in the first leg of a bull market. Anyone who has invested in gold equities should do very well in the next few years.
Published 213 days ago
Fund manager Jaime Carrasco feels that recent market activity is a good signal of what is coming. He says, “There aren’t many safe havens left, and one of the few is precious metals.” In this latest podcast from Palisade Capital, Jaime mentions that the Comex chairman commented that gold should be above $5000. The paper market has been suppressing the price of gold through derivatives. People need to understand they are living in a complete facade and when this game is over, there will be a re-balancing.
Published 218 days ago
As you know, since Versarien (VRS) supplies the Israeli Defence Forces and thus helps protect the only democracy in the Middle East, it can do no wrong in my eyes. Thus I note, with some concern, the increasingly odd reaction of boss Neil Ricketts as the shares continue to slide.
Published 218 days ago
I accept that there is stiff competition for the title of the most shameless ramper on AIM. But could James Parsons of Sound Energy (SOU) claim the title? I bring you a podcast below which is almost sordid. Sound is apparently a low risk ten bagger. Whatever. Parsons has a devoted following of Bulletin Board Morons who will, no doubt, lap it all up. At 38.7p the market cap is £407 million which is even more of a rum and coke than the podcast below.
Published 219 days ago
In today's podcast recorded in my makeshift studio, which is a car half way up a Greek Mountain, I note a landmark for this site, 20 million page views, then cover Rockfire (ROCK), Asiamet (ARS), Cabot Energy (CAB), CyanConnode (CYAN) and a mega scandal, Anglo African Agriculture (AAAP), Concepta (CPT) & Futura Medical (FUM)
Published 220 days ago
In this podcast recorded in my car in a side street of Kambos I discuss my journey to the Greek Hovel and being recognised by a man at Gatwick. Fame! Not! Then I look at Versarien (VRS), Asiamet (ARS), First Derivatives (FDP), UK Oil & Gas (UKOG) and the most terrifying stat of all from the Chinese bubble - a warning for you all.
Published 226 days ago
Earlier this week, Michael Alkin started to present the compelling bull case for Uranium (HERE). Now he continues theme c/o the latest podcast from Palisade Capital...
Published 227 days ago
Well folks you cannot say that I did not warn you. In fact it was just last weekend when I posted my most recent explicit podcast warning HERE. But it was one of many. In this podcast I look at what is causing the sell-off, what happens next and what stocks will be battered the most, both as a class and naming specific names.
Published 233 days ago
Our Winnileaks Matt Earl special on First Derivatives (FDP) has set the cat amongst the pigeons. But I have bad news for the men from God's chosen lands of Ulster who run First. I have more and hope to air soon. Ho ho ho. Get the ouzo and ice ready. In this podcast I also cover spoofing at BlueJay (JAY), Fastjet (FJET), Frontera (FRR), the scandal at Indigovision (IND) which is enough to have us all voting for Jeremy Corbyn, Mayan (MYN) and, in some detail, Condor Gold (CNR), the gold dog which has sent so much of the cash of my good pal Jim Mellon to money heaven. I fear Jim will have to get his wallet out again soon.
Published 238 days ago
In today's podcast I discuss the latest news from Elon Musk and Tesla (TSLA) and why it is still a short, Theresa May trying to woo the wrong businessmen, gender pay gap bollocks in the Mail on Sunday and the theft Bulletin Board Morons approve of and ADVFN (AFN) cuts its own throat by not tackling, copyright theft.
Published 260 days ago
It seems that after just a month in situe the chief bean counter for the fraudsters who run Tesla (TSLA) has decided that he’d rather not earn $10 million and has quit. A great American company is in trouble and there is only one man who can save it. Today we launch a campaign to draft in Sam Antar as the new CFO of Tesla and if you are on twitter here’s how you can help.
Published 273 days ago
Natch the news came not via an official statement but via a blog post at 11 PM, no-one is watching o'clock. Musk is a slam dunk for jail, the rest of the Tesla (US:TSLA) board may join him, and Tesla is finished, it could well be a zero. All is explained in my latest podcast.
Published 276 days ago
This may be the main bearcast or it may be a bonus. It all depends on how I feel and daughter Olaf feels after I pick her up at 4.30 AM Athens time in the Greek capital. In this I look at Falanx (FLX), the red flag of a rapid change in advisers ref Halosource (HALO) but also in more general terms and then at a shameless performance by John Meyer of SP Angel as he is interviewed by Justin the Clown over Bluejay (JAY). Meyer is at best an idiot, at worst he is covering up for what appears to be market abuse by his employer in relation to Bluejay shares. I will not let this one go. The clown's podcast is torture to listen to but can be found HERE if you feel you deserve 20 minutes of torture.
Published 279 days ago
Brett Heath sees severe capitulation across the board from the metals to the majors and down to the juniors. Most of the majors are at or near 52-week lows. This looks like scary times, and both gold and silver are incredibly volatile right now.
Published 282 days ago
It is not a good time to be a precious metals bull. In the latest podcast from Palisade Capital David Morgan discusses the recent drop in silver and how it is another “spike low.” He argues that these massive down days are often very sudden quick drops and that these “spikes” are a good entry and exit point if you’re looking to get into the market.
Published 296 days ago
In this podcast I look at FastForward (FFWD), Optibiotix (OPTI) - ouzo from Cynical on its way - Tern (Nigel will be celebrating with ouzo tonight) and UK Oil & Gas (UKOG). Tomorrow Lucian Miers has the treat of all treats for his godson Joshua so there may be no bearcast or maybe there will be a very early one.
Published 299 days ago
The action of Big Dave and the inaction of Mr Bear are explained in full. The podcast covers: Optibiotix (OPTI), Avanti Communications (AVN), Anglo African Agriculture (AAAP), Westminster Group (WSG) and IDE Holdings (IDE).
Published 326 days ago
James West has made money from the Canadian cannabis bubble, but...
Published 334 days ago
The mistake in yesterday's podcast was on Telit (TCM). In fact it is even worse than I thought! The good news is that sponsorship of the walk I'm doing with Brokerman Dan for Woodlarks has now topped £9,000. I explain here why this walk makes the difference between Woodlarks having to cut services or carry on, please do give a tenner today. This afternoon sees Joshua and I on another training walk, my second in two days. Think of my pain and COUGH UP HERE. In a long bearcast I predict that, after today's shocking news, FastJet (FJET) will be sold for £1 and explain why. I look at Havelock Europa (HVE), 88 Energy (88E), Lyin' Steve Sanderson's UK Oil & Gas (UKOG), Frontera (FRR), Andalas (DOG), Mysquar (FRAUD) and Audioboom (BOOM).
Published 345 days ago
Buy shares in Berkeley Energia (BKY)! Okay that is what I think, you want to hear from veteran investor and libertarian thinker Doug Casey.
Published 345 days ago
In this week's podcast from Palisade Capital, Daniel Major discusses the current uranium market, and he sees a lot more enthusiasm in private placements. Many companies and groups of long-term investors are increasingly interested in the sector.
Published 347 days ago
Okay the man behind the world's best known resource investment group is talking his own book. But he is more often right than wrong.
Published 361 days ago
In today's podcast I look at Falcon Media (FAL), Avanti Communications (AVN), Echo Energy (ECHO), Fishing Republic (FISH) - Gary Newman can you help us out here, Woodford dog Xeros (XSG) and Optibiotix (OPTI). Now the Woodlarks charity walk. We have now raised just over £4,000 (nearly £5,000) with gift aid. A big shout out to Mark McDowell who pledged £666 yesterday (clearly a reference to Brokerman Dan). But 97% of Bearcast listeners are yet to chip in, I am sure you can all spare a tenner so please donate NOW HERE. To those who have donated already, thank you.
Published 364 days ago
Joseph Grosso runs a uranium company so, of course, he is talking his own book. But Steve and I have tipped Berkeley Energia (BKY) so agree with the thesis outlined in the latest Palisade Capital podcast.
Published 367 days ago
Hooray. After this week's doorstepping and podcast special and the work back in Bristol this is a great day. I suspect it is game over and discuss the probable demise of Folli Follie. Never buy a stock on a PE of 1. Elsewhere I look at rumours concerning Nomad Northland, at Echo Energy (ECHO), the fraud MySquar (MYSQ), my letter to Julie Meyer HERE, Sound Energy (SOU), Westminster Group (WSG) - with its revolting chairman ex Tory MP Tony Baldry - and Frontera (FRR) and its latest pre placing ramp. Now come on chaps, if you enjoy bearcast - and I know 1000 of you do every day - please donate £10 NOW to the Woodlarks charity walk - HERE
Published 369 days ago
For reasons to do with burly security guards explained here I could not record this at Folli Follie. That is probably good as I can now explain the similarities with another Greek fraud (Globo), the looming deadlines and the unresolved questions which make this company likely to implode. That is not to say it does not have some real operations, the photos below are of its flagship store at 19 Ermou St in Athens, which I visited on Monday
Published 399 days ago
There are three things you need to know about Sam Antar. 1 He was the king of committing fraud back in his day and is open about it. 2. He is incredibly funny. 3. He is now a king fraudbuster. When I met him he had just received a cheque for an eye-watering amount from the SEC for giving them a fraud on a plate. He is in short a genius. And outspoken. Is Marc Cohodes listening? Sam is a genius. Enjoy.
Published 418 days ago
Eric Muschinski is an ex broker and hedge fund player who for seven years has penned the “Gold Investment Letter” so this call in the latest podcast from Palisade Capital may be seen as talking his own book but it is argued along rational lines.
Published 419 days ago
Tomorrow is the birthday of the Mrs so there may not be a bearcast. If not I shall be back on Wednesday morning ahead of a flight to New York on Global Shorting Conspiracy business. In today's podcast I look at why gold like my Wisdens is an investment. Then I discuss two shares in AIM stocks which, for very different reasons, I am considering buying next week and I'd like to thank one of my colleagues for - perhaps - giving me a chance to do so very cheaply. 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 422 days ago
Michael Pole has been a metals bug for a long time, and he is still bullish for that sector. He was working at Barclay’s in 2008 and witnessed the Lehmann collapse. Interest and development in the cryptocurrency space has been increasing and is beginning to upset the finance industry. He argues that it’s difficult for companies and governments to want to adjust to a changing market. This is allowing small companies to disrupt the existing status quo.
Published 427 days ago
Willem Middlekoop spoke at one of our shows a couple of years ago and is an inveterate gold bug. But this week his call is a gutsy one. Willem discusses how the Bretton Woods system created our current financial system and how that system is nearing its end. Many countries around the world like China are preparing for a new world monetary system. Precious metals futures markets have a lot of paper manipulation occurring. Both China and the United States have a vested interest in low gold prices. The Chinese like low prices because they are accumulating and the U.S. Government prefers it because it makes the dollar look acceptable.
Published 429 days ago
That raraity, a credible technical analyst, Jordan Roy-Byrne accepts that gold has been quite subdued of late. He is not predicting an imminent breakout although one should be looking to take advantage of the value out there. Juniors are unlikely to get much cheaper than where they are now, so there is minimal downside risk. Her argues that the market will improve it’s just a matter of timing. There is still a bit of time before we make the run up to $1375. Now is the time to do your research and find the best companies.
Published 439 days ago
I am £155 and two teeth worse off after my encounter with Sir Laurence. I explain all. I am still not 100%. In the podcast I look at Milestone (MSG) where I have a hot rumour, Sabien (SNT), BlueJay Mining (BJAY), Tiso Blackstar (TBGR), Blenheim Natural Resources (BNR) and Telit Communications (TCM).
Published 439 days ago
You may remember that in a podcast (HERE) on 4th March I recalled a horrific 22 hour trip from Kalamata, via Athens Airport, to Bristol made hellish not just by snow but by the behaviour of EasyJet (EZJ) staff who repeatedly lied to me and fellow passengers. last night I sent that podcast to EasyJet CEO Johan Lundgren with a note:
Published 442 days ago
Fund manager Jamie Carrasco likes looking at the finances of the world from a geopolitical perspective. He says, “The Chinese use two symbols for danger, one signifies danger and the other can indicate wealth. We are on the cusp of some massive changes and the birth of a new system.”
Published 445 days ago
Andalas Energy (ADL) should be issuing a statement about its own solvency and other matters flagged up HERE. This company, as it stands, is insolvent. But this is AIM so instead....
Published 449 days ago
In the latest podcast from Palisade Capital, Florian Siegfried discusses where we are in the gold cycle and that we are past the bottoming in gold. In January 2016 we had the big run up until August, and since then things have been trading sideways. There were significant gains in miners, and some of this sideways action is profit-taking. The overall equity markets have seen good rallies, and the dollar remains weak. There is a disconnect between mining shares and the price of gold. We need to see fresh money rotate into gold stocks.
Published 455 days ago
Stock promoter Anthony Milewski talks his own book a great deal in this latest podcast from Palisade Capital however hidden underneath the pig swill are a few gems on cobalt, nickel and especially copper.
Published 457 days ago
Ignore what Ed Karr says about ramping his own stocks. What he says about inflation, a word unfamiliar to younger readers, is of real note. In this podcast from Palisade Capital, Karr discusses how you need to time the market cycles correctly. Gold is currently catching a pretty good bid, particularly with the recent dollar decline. We have seen an increase in volatility recently, and things are looking pretty good for precious metals. We could break through the 1350 level this year, and 2018 is shaping up to be an excellent year for gold.
Published 457 days ago
Gold has rallied back close to trendline resistance. Will it push through this time? That will depend on if Gold can breakout in real terms (against stocks, currencies) as its strength over the past year has been driven by only US$ weakness. This is the question answered by the only half decent technical analyst on this planet, Jordan Roy Byrne in his latest Palisade Capital podcast.
Published 463 days ago
In this pre hovel visit podcast I look at the Envy ratio, life inside a bubble, a dying industry (news) and reflections on Luke Johnson's thoughts of today and our past shared experiences.
Published 464 days ago
Rick Rule of Sprott reminds us all how the Trump administration stated that a weaker dollar would be helpful. Younger generations will bear the decision to provide the boomer generation with 1.5 trillion dollars in tax cuts. The interim spending bill will add 300 billion dollars to this year’s budget as well as considerable commitments to funding infrastructure with no mention of where the money will originate. The US dollars weakness can be summed up in this saying, “When your outgo exceeds your income, your upkeep becomes your downfall.”
Published 464 days ago
I had a call from Amur Minerals (AMC) yesterday to correct my bearish view. I did not appreciate the tone, I'd rather not be lectured. I explain why I am still short term bearish although also put the company's view. I also explain to the woman dubbed the Harvey Weinstein of European tech, Julie Meyer MBE, why she has yanked the wrong tiger's tail. Elsewhere I comment on Saffron (SRON), Haike Chemical (HAIK) and Graphene Nanochem (GRPH). And now it is off to Greece. God willing tomorrow's podcast will be from Kalamata.
Published 480 days ago
Sabien (SNT) has released dismal interims today. It boasts about its cash position but how has that been achieved? This short podcast is a lesson in how balance sheets can deceive to flatter. This company deserves to go under.
Published 484 days ago
I start with a look at the portfolios of those who are crowing as they have aced it for months. I have a warning for them. Then I look at my own portfolio, at the issue of short vs longer term performance at the individual stocks at risk reward and at why I am happy. Under discussion: Mark Slater, Neil Woodford, Optibiotix (OPTI), Reach4Entertainment (R4E), Falanx (FLX), Concepta (CPT), Big Sofa (BST), Premaitha (NIPT). I failed to mention Sosandar (SOS) but I am very happy there too. My HMD podcast I refer to is HERE
Published 485 days ago
Okay it was Julie Meyer. Whatever I think of her she is fairly hot in a weird sort of way. Anyhow I explain all in today's podcast. I then move onto IGAS (IGAS), UK Oil & Gas (UKOG), Avanti Communications (AVN), Sabien (SNT) - statement nbeeded Roland "Fatty" Cornish? And finally to Paternoster Resources (PRS) - black bag needed Amanda Van Dyke? PS My NHS Lies podcast I mentioned is HERE
Published 494 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.
Published 498 days ago
Frank Holmes is chairman of a blockchain company (Hive) yet is a major gold bull. He became interested in the space when found out that the CEO of Fidelity a company with two trillion in funds has been discussing bitcoin. He says, “Something big is happening.
Published 499 days ago
I plan to record a podcast on www.TomWinnifrith.com on this special day on why I feel more grim about what happens next. In bearcast I cover AIQ (AIQ), Nighthawk (HAWK), Telit (TCM), Ferrum Crescent (FCR) and Petards (PEG)
Published 510 days ago
In this podcast I look at the threat to free speech & how it does hit financial markets as well as the wider world. I look at the end of the ZIRP and silly money era and how to play it, Unicorn hunting. I look at the advent of a selective bear market, at the unwind of the Consumer debt-fest and how to play that, I look at gold which will, I think shine, in 2018 and how you should play that. And finally I touch on the real threat to your wealth and how to prepare for a Corbyn government.
Published 519 days ago
Gold Guru Adrian Day notes that only two gold stocks have outperformed gold itself in recent years. This underperformance is one of the reasons why many investors are not particularly interested in the sector. There are many inherent problems in mining, and poor management decisions exacerbate this.
Published 521 days ago
I am still furious, in fact more so than ever. Bah fucking humbug. Christmas is cancelled. In today's podcast I look at Legendary Investments (LEG), Columbus Energy (CERP), McCarthy & Stone (MCS), Vela (VELA) and Optibiotix (OPTI) - no it will not be a pound by Christmas but I am pondering buying more shares.
Published 525 days ago
I am not so sure. But here is the raging bull case put by Peter Spina. In this podcast he discusses the cryptocurrency space and how it is similar to the dot-com boom of the late 90’s. No one knows how all of this will play out, but it is all but certain that crypto will play an essential role in world finance. Spina feels that both gold and cryptocurrencies are complimentary. You should be careful and protect your wealth in precious metals and only speculate in the crypto market. It is a new technology with much potential that creates a much more free and open marketplace. But...
Published 527 days ago
Gold guru E.B. Tucker considers mining stocks to be bad investments as they are capital intensive and they often have operational problems. However when the price of gold moves these companies are some of the most exciting markets to be in. These are cyclical stocks and you want to own them when they begin to move higher. Most investors have no exposure to this sector.
Published 532 days ago
Excuse the late Bearcast but my journey back from my father's in Shipston in the snow covered Cotswolds was long and eventful as I discuss in this podcast. In a valley on the Road between Stow and Cheltenham I took part in and saw the best of selfless Britishness, folks acting with a true Christmas spirit. And also the worst, in spades. The photos give some idea of the scene as I explain what went on. Normal service resumes tomorrow.
Published 547 days ago
This podcast was interrupted by the sight of my friend the feral cat. Three years ago I gave a black and white feral kitten who had wandered up to the hovel some milk. I am not sure if it is the same creature but now and again a black and white cat stalks the hovel in search of snakes and rats to eat. I hope its the same cat. Anyhow I am excited to see him again and got a picture as you can see below despite him, being feral, not being that friendly. The podcast itself covers Adam Reynolds and the Adam Reynolds stocks many of which we own. I do this in response to Cynical Bear's ill informed mud slinging of earlier.
Published 548 days ago
Like the rest of us, Jeff Berwick has been surprised by just how good the crypto space has done this year. He was telling everyone to buy bitcoin back in 2011 and has continued to recommend it. Jeff compares cryptocurrencies to the beginning of the Internet. It feels like we are entering the Internet 3.0 and Wall Street seems to be finally catching on. The bitcoin market is still tiny, and if it ever gets valued anywhere near gold, it will still go up thousands of percent. The entire thing is bizarre and mind-blowing.
Published 549 days ago
Since we own some shares in Berkeley Energia (BKY) I hope that Daniel Major is right in his thesis. In this podcast hel discusses the long-term potential of uranium and why the industry needs higher prices to fill the supply gap. The short-term issues are that 75% of the industry remains near or below the cost of production. Companies currently can’t afford to replace their resource. Cameco has taken the lead in closing down one of the best mines saying that it’s cheaper to purchase uranium from the market. Cameco’s announcement was a major event for the uranium industry.
Published 556 days ago
Sadly illness is still rife in this house so for this Thursday it is no coffee for me with the fit young mums. At least I shall be in Greece in five days time and that must be restorative to my health. In this podcast I start by looking back on UK Oil & Gas (UKOG) and its death spiral. I explain exactly how it works. Then a few further thoughts on Falanx (FLX) and why I am not selling our shares at this price. Then I look at Alexander Mining (AXM), another mega spoof from Clem Chambers, this time at ADVFN (AFN), at "Nomates" disaster RM2 (RM2)Fishing Republic (FISH) - a good zero bet - and at Regal Petroleum (RPT) which seems to be in a spot of bother in Ukraine.
Published 557 days ago
UK Oil & Gas (UKOG) has today announced a £10 million death spiral and some bad operational news. Natch the BB Morons are clinging to various spoofs in the release which I point out in this bonus podcast as well as explaining why these shares are now a slam dunk sell.
Published 561 days ago
Greg Orrell has 30 years experience in the resource sector. In this podcast he outlines where we are in the resource space and where we are going. He looks at this market as a hedge against financial uncertainty and currency risks.
Published 569 days ago
No I really want to be sick. The day started so well with Joshua, myself and more fit young mums making a paper image of Colin the Dog. But then I just got sick so hence the lack of content from me today. After this podcast goes up it is back to bed. On bear cast today a demolition of minus 99.5% lifestyle company Arian Silver (AGQ), 13 Energy (i3E), today's spoof from Magnolia (MAGP), a "fucked if I know" response from me on R4E (R4E) - a share we own - and a look at today's dire news from one of Jim Mellon's many AIM dogs FastForward (FFWD).
Published 573 days ago
Adrian Day admits that picking winners in the gold sector is not easy. A lot of people do not understand the inherent complexities in this industry such as high capital costs, low odds of success in exploration, and fixed assets that can be taxed or confiscated. When you look at the gold market not only is gold cheap but gold stocks are cheap even in comparison to gold. This, the gold guru argues, is the most significant opportunity in thirty years to buy gold stocks.
Published 576 days ago
Gold is the pre-eminent form of money. That is the basic tenet of money manager Greg Orrell. He says that we have yet to see the worlds radical monetary measures play out and when that occurs there will be a shift back to gold. Gold reveals the monetary debasement of currencies, and this has been ongoing globally. Currently, we are in a sweet spot for gold investors since the rest of the world’s money is focused on regular markets.
Published 580 days ago
Erik, your company MySquar (MYSQ) has committed securities fraud so I guess that makes you a fraudster. Do you think that is libellous or will you accept that I have a solid defence, viz I write what I have already proved to be 100% true: Go on you criminal low life scum please threaten to sue me? In this podcast I ask more questions about MySquar and suggest that Beaufort Securities might just put Erik out of his misery. The shares are now 1.8p to sell and 0p is inevitable.I also look at another zero in waiting BNN (BNN) where today's whitewash stinks., Finally we have a profits warning at Carpetright (CPR) which tells you all you need to know about the British consumer and his nightmare on debt street. I once again discuss BCA Marketplace (BCA) in this context. The big short.
Published 581 days ago
Financial guru Per Wimmer is invested in the natural resource space and has seen both the good and bad times. He has worked with many entrepreneurs in the mining space. Wimmer says, “From an investment point of view you have to do your homework. Investigate the stories and the management teams.” He became interested in the mining sector before the last supercycle when he discovered that it was a no-brainer from a supply-demand perspective.
Published 583 days ago
If you look at the 2011-2017 gold chart, we are facing the most significant trial yet says gold guru Lior. Gantz We managed to break through support, but that is being re-tested. If we can maintain support, we should see no further resistance up to $1400. This outcome is contingent on what the Federal Reserve does in December.
Published 587 days ago
Remember when the FT said Inmarsat (ISAT) was going to bid 140p a share for Avanti Coms (AVN) then at 30p now at 7.26p offer? Today it had a scoop on Telit (TCM) which the company has commented on. There is a grain of truth in the FT scoop but so much of what it writes is just PR spin as I demonstrate in this podcast. I hope the journalists responsible feel soiled and dirty. As for Telit I explain the various scenarios and why the downside is huge whatever happens. I cover UK Oil & Gas. A moron reckons he is going to make money by not paying to read ShareProphets and buying more UK Oil & Gas shares instead. Since his silly email the shares have lost another 14% and are now 4p bid. Next stop 3p then 2p then whatever. Truly the moron will be rich. Not. Then I rant about how troubled Interserv (IRV) lied to investors regarding the reason why its FD left and why that matters.
Published 588 days ago
So gold and gold stocks have started to rally. What next? Over to Jordan Roy Byrne for his technical analysis with the latest podcast from Palisade Capital
Published 588 days ago
This is the second time this year Jim Rickards has predicted a major stockmarket crash. Maybe he will be right this time. In this podcast Jim discusses how most financial concepts are easy to understand. Dollar and gold are an inverse relationship, and gold has dropped due to recent dollar strength. Throughout 2016 and 2017 the dollar has been weakening. The Euro has risen against the dollar, and this weaker dollar has translated into higher prices for gold.
Published 614 days ago
Veteran miner Cameron McCrae thinks the recent run-up in the copper price has been long overdue. He thinks the copper price will go higher and stay there for longer and that demand will continue to be robust. The demand-supply balance is finely tuned, and the sector has been spoiled for some years with no supply disruptions. He says there is unpredictability with mining in Indonesia right now.
Published 618 days ago
I still really do not understant bitcoin but it seems to grip fellow libertarians like Dominic Frisby and, in this case, resource guru Doug Casey. In this Palisade Capital podcast, Doug discusses the commodity markets and why the most important thing is what they do cyclically. Most commodities are down 50% since 2011 and the dollar has lost 20%. Commodities remain quite cheap, particularly gold, silver, and copper. He discusses Junior miners and why now is a good time to get into these markets.
Published 620 days ago
Precious metals guru David Morgan is excited about the future of silver, “I have a lot tied to this sector. I’ve always felt that the highest calling you can have is to live your passion. You can be self-serving and serve others at the same time.”
Published 621 days ago
In the latest podcast from Palisade Capital, gold guru David Skarica discusses the volatility in the market and the reasons for a coming decline. A fight over the budget, tax cuts, or the debt ceiling could create further problems. The technical foundations of the market have been crumbling in recent months. Gold is doing well although a bigger rally has not happened since the general market has held up.
Published 625 days ago
Adrian Day is, like me, an Austrian when it comes to economics and that is why, in this period of monetary lunacy and fiscal recklessness, gold has such an attraction for him. He is very bullish indeed. He argues that this year we've seen gold swing up and down several times, each time we have gone higher and had higher lows. This is a bullish pattern. It’s extremely encouraging that gold has held up well above 1300. Central banks are going to be very cautious from here.
Published 627 days ago
Gary Ashworth the founder and chairman of Interquest (ITQ) was once someone I once counted as a friend. No more and never again. Gary has behaved like a total prize shit with his 42p per share attempted MBO and a statement at 4.01 PM today was a final fuck you from Gary, CFO David Bygrave and the other complete and utter bastards behind the MBO. Gary I despise you and your pals as you have behaved beyond badly. Today's RNS is a case study in telling shareholders that their views do not matter and that they are about to be ( once again) utterly shafted. This podcast contains a lot of bad language but perhaps that is the only language that prize shits like Ashworth understand.
Published 631 days ago
Fund manager Matt Geiger thinks we were in a consolidation period of this precious metals bull market for the past year. He doesn’t see much downside from here. It’s been a relatively healthy period for investors to get into the market. In terms of the gold price we are more likely to reach $1400 than to see $1200 again, he argues.
Published 632 days ago
I really do not get this bitcoin shite at all, however much my pal Dominic Frisby tries to explain it to me. I just fear it will end in tears but I am cognisant that some folks have made a complete killing on it so far. In a podcast with Palisade Capital, sector guru Michael Pole makes some bold calls. Is this just the start of the gold rush or are we close to dotcom bust in 2001?
Published 634 days ago
Of course the world's best known investor in resource stocks is talking his own book. But it is a big call made in the latest podcast from Palisade Capital. In it, Eric discusses the recent gains in gold and silver. In 2016 stocks went up 160% in six months, we could be looking for something similar in the gold sector. It’s a tiny part of the overall market that could explode quickly.
Published 639 days ago
Rick Rule of Sprott is perhaps the world's best known resource imvestor. He feels that recent negative sentiment in the gold market may be a good contrarian indicator. Gold has maintained its strength this summer in the face of general economic complacency. The mining industry itself has become the financier of choice to high-quality juniors. There is a quiet confidence amongst large investors that is astonishing. This sort of investor has replaced the generalist hedge fund. Capital that is patient and knowledgeable is replacing capital that is ignorant and short term oriented.
Published 643 days ago
Gold guru Byron King notes recent US domestic news surrounding the media and those trying to control the narrative. The media’s recent interest in Confederate statues and how this is an ongoing massive political battle and distraction being waged between the deep state and those trying to be free of big government. King argues that if Donald Trump can’t push through tax cuts and infrastructure improvements, then everything that was supporting the rising stock market will begin to crumble. Capital will flow into the under appreciated precious metals sector if there is any loss of confidence in the larger financial markets.
Published 644 days ago
Ali Zamani argues that gold has been in a bull market since the end of last year. The start of bull markets often go unnoticed; it’s a grind. However, we are making higher highs and higher lows. He looks at the most successful macro investors and many have come out recently with breakout calls. The ground is fertile, the charts look good, and the base is in, gold will rise quicker than most people think. Indeed he explains why gold will hit new record highs ssoner than most folks think.
Published 646 days ago
The failure of the LSE to insist that hapless Nomad FinnCap forces Telit (TCM) to bring in a firm like KPMG to conduct a full forensic review will hurt it even more when this company goes tits up as I noted in a letter to Stock Exchange boss Donald Brydon earlier today HERE. Two sources tell me that the FBI may have bad news for the Boston fraudster Oozi Cats and his Mrs as I explain in this podcast. But the meat of the podcast is explaining why Telit will go tits up and why that could be within six weeks. Enjoy.
Published 660 days ago
Palisade Capital's TA expert Jordan Roy Byrne is still short term bearish on gold and on the sidelines in this market. But something big could be about to happen.
Published 669 days ago
Those who heard Paul Atherley of Berkeley Energia (BKY) on the main stage miners session at UK INvestor Show 2017 will be well versed in the uranium bull case. Paul is booked in to be back again in 2018 for a refresher but I need no convincing, we have a few of his shares just in case. Meanwhile here is another crash course on why you need uranium exposure.
Published 681 days ago
Jekyll Island is a real place, off the coast of Georgia, it marks the birthplace formation of the Federal Reserve System. In 1910 a group of wealthy bankers and industrialists met and formulated a plan to take over the money system. In this podcast G Edward Griffin discusses why - 104 years later - the Fed is doomed and will fail.
Published 684 days ago
I am with my father and he enjoys being part of bearcast so here is another one off. We start on the use of language and its misuse something which Dad and I talk about a lot. Thus there was Theresa May referring to THE cricket. And a fellow Tory MP who used a word she really should not have used in a phrase with a clear meaning. many said the phrase was racist. It was not it is the word that is, rightly, just not acceptable. That brings me to Sound Energy (SOU), Amur Minerals (AMC), MySquar (MYSQ) and Bagir (BAGR). I leave Shipston tonight so no more father and son bearcasts, regular podcasts will be back in September.
Published 685 days ago
We are building a good base for a spectacular second half of this year; people are in a state of panic and sentiment is at the bottom. So says gold guru Florian Grummes.
Published 702 days ago
In the latest video podcast from Palisade Capital, perhaps the world's best known resource fund manager, Rick Rule of Sprott, discusses the surprising lack of volatility in the markets and with the various worldwide challenges one would expect it to be much higher. He is not optimistic when one looks at the collective balance sheets of governments with their underfunded pension plans and is acting on the assumption that the markets will get more volatile.
Published 706 days ago
In light of base rate increases in the US, technical analyst Jordan Roy Byrne is getting more cautious on the outlook for gold and precious metals. From a fundamental as well as a TA perspective he explains why in the latest podcast from Palisade Capital.
Published 728 days ago
Peter Schiff is a libertarian a gold bug and a hero of mine. So I listen to what he says. His latest podcast - not surprisingly - has a similar world view to mine. The Fed is now indicating it needs evidence that the Q1 weak economic data is transitory and not a trend. This is interesting for 2 reasons. The Fed’s narrative has always been to tout economic growth even in the face of flimsy or no supporting data. Now the Fed is actually admitting there is weakness. The other interesting thing is that, although the Fed continues to claim it is “data dependent”, it has been ignoring the economic data ever since the first rate hike. The market puts chances of a June rate hike at almost 100%. Maybe that is because it believes the Fed will raise rates regardless of proof.
Published 741 days ago
Libertarian gold bug Peter Schiff is a big hero of Tom Winnifrith. He called the 2008 crash and he has also made some duff calls. But what he says about US retail in his latest podcast is fascinating. What happens in the US will wash over to the UK in due course. This is terrifying stuff to listen to.
Published 757 days ago
I'm not so sure about his call on the French Election but gold commentator Louis James makes a persuasive case for exposure to the yellow metal in this week's podcast from Palisade Capital. He argues that we have turned the corner and it’s onwards and upwards from here. When gold takes out $1400 a lot of the bears will quiet down. Now is the time to get in near the ground floor, while we still in the initial stages of a major bull run that will put 2011 to shame.
Published 758 days ago
Rick Rule of the world's biggest resource investors, Sprott, is bullish He sees a very interesting market, which flirted with an upside breakout, that failed. He feels the GDXJ took quite a hit, damaging momentum traders expectations, in the near term that damage will likely increase. The opportunity this summer is in capital that is increasingly supplied by the ETF’s, towards the GDXJ components. The non GDXJ components are left lagging and that could be an arbitrage opportunity. You should see mergers and acquisitions with the components acquiring the non-components.
Published 762 days ago
The COT report reveals the large paper short and long positions in silver. Currently it appears to be indicating a small downtrend in the silver market. In this week's Palisade podcast David Morgan discusses how silver markets move and how they can be pushed to the downside once investors run low on cash, as banks will short the market at opportune moments.
Published 778 days ago
This podcast from Palisade follows E.B. Tucker recently attending a conference promoting the housing market, where there seemed to be a lot of interest and several big name speakers. He thinks this is an indication of where we are, as the housing market is cyclical the time to buy real estate was several years ago. Returns in real estate are likely to be remain low. If you're interested you could look at regions with growth, like Brazil where they have better demographics.
Published 779 days ago
In this week's podcast from Palisade, David Skarica claims there is a potential for a market decline especially if Trump is unable to make the tax and stimulus reforms that he campaigned on. Many things have been priced into the market based on the early enthusiasm over his promises, as a result there could be an unraveling and that should have a negative effect on the market. The upcoming national debt ceiling limit could be a political hot spot for this administration as well.
Published 790 days ago
So the fraud Cloudtag (CTAG) is today booted off the AIM casino. I did warn you but this podcast is for those who have lost out as a result of owning these shares. I do feel genuinely sorry for most of you. I explain why and where your anger should be directed.You may not want to hear this but I go through a few lessons you may want to learn from the disaster, for if we do not learn from when we lose we will keep on losing.
Published 792 days ago
In this week's podcast from Palisade, Ali discusses how people compare the current financial situation to those of the past, however the big picture is usually different, as the underlying economic circumstances have changed. The US has real competitors unlike the 1950’s and the demographics are radically shifting. The US deficit will continue to grow in part due to baby boomer retirements, their pensions and health care.
Published 792 days ago
Next week may be disrupted by events in Warwick as I discuss at the end of this podcast but I shall be at UK Investor Show come what may and really hope you join me and 3,000 others there - book now for tickets to be sent on Monday HERE. In this podcast I look at Management Resource Solutions (MRS), why its RNS statements just do not add up at all and why I hope for bankruptcy. I also look at the latest news from FastForward (FFWD) which - if you do a bit of digging is a 100% rum and coke. Finally five years after certain folks turned down cash offers for Rivington assets preferring to asset strip them I bring you photos of a Master Investor show hall promising 5,000 attendees but in fact almost empty. Photo one shows c500 folks in the main hall, the stands at the same time are almost empty! Ouzo time for me, a cup of cold sick for the asset strippers. It is hard to resist the temptation to gloat and indeed I found it just too hard. It is ouzo O'clock.
Published 794 days ago
I comment on the hopeless response of smug MPs and the established media to yesterday's terror attack on my own website in a podcast HERE. On the markets I look at expectations management at Next (NXT), at how we know or knew about the balance sheet at Toople (TOOP) covered HERE by Cynical Bear or Advanced Oncotherapy (AVO) heading for 0p and covered in detail by me earlier HERE. I look at Public Services Properties (PSPI ) and what its AIM casino departure says about RTOs and contingent liabilities - which reminds me again of New World Oil & Gas (NEW). Finally I have a detailed look at the strange world of Paternoster Resources (PRS), not a stock you have to own in any way. PS Cynical Bear is not me. Can you see any typos in his articles?
Published 798 days ago
In today's podcast I look at Peak Club - the mad debt binge at Soho House and what it tells us about asset bubbles and more. Then I cover Theresa May's misguided proposals on executive pay before finally covering the latest boardroom antics at Bowleven (BLVN) , putting it up for sale.
Published 801 days ago
I find myself back in London ahead of a big event tonight as I explain HERE. So I am working at the pizza place now known as Wedge Issue and run by hipster Pizza Hardman Darren Atwater. It is most excellent and I commend it to you all if you are in Clerkenwell, although I am not sure I get this hipster business at all. I'm getting old. In the main podcast I look at why the LSE Asylum just does not work. In terms of stocks I cover Independent Resources (IRG), Nyota (NYO), FastForward (FFWD),Challenger (CHAL), the joke regulation one sees on the Standard List, Regency Mines (RGM) and some coal assets some folks think will go into the joke that is "New Worthington".
Published 802 days ago
Advanced Oncotherapy (AVO) is, as you know, utterly desperate to create buying interest in its shares so that death spiral shysters Bracknor can dump £13.7 million of equity onto the market over the next year. That is not going well and so Advanced today boasts that it has paid investment analyst prostitutes for hire, Hardman, to publish a glossy note. This report is so unbelievably unbalanced that I can only assume that Hardman outsourced the work to the Bulletin Board Morons on the LSE Asylum. Folks can see through this shite and the shares are down by a penny at just 40p bid which is very bad news for Advanced as explained HERE.
Published 809 days ago
Yesterday I asked Advanced Oncotherapy (AVO) to answer 16 questions. I regret to say that as at 12 noon today now undertaking had been given to answer the questions and that therefore I am now at war. As such as I celebrated International Women's day by having a good looking 28 year old blonde run her fingers through my hair I decided to buy one share in this POS company. Bring on the EGM and AGM says The Sheriff of AIM and I hope that other folks out there will also buy one share so that we can get the mothers on this board to answer some very valid questions. In this podcast i also look at how if I was running the fraud at Eden (EDEN) I would buy some time before all is revealed. I also comment on Solo Oil (SOLO) and on the budget and our irresponsible chancellor Hammond who is the real villain of sterling weakness, not Brexit.
Published 812 days ago
Libertarian gold bug Peter Schiff is one of my heros and his latest podcast reminds us all why the stockmarket may be hitting recorcd highs but it is clearly way overvalued.
Published 812 days ago
2017 will be a lucrative year, as we have seen the bottoming of the bear market. Uranium appears to have reached it’s bottom in early December. We are in the beginning of a new uranium bull market which should last for three to four years. The agriculture minerals are under-invested and phosphates may be a straight forward play. And gold shares will also have a run.
Published 813 days ago
Yes, I shall be recording my first ever joint bearcast - if one excludes ones where Oakley has chipped in. The date is April 1, my opponent is Paul Scott. Will it be TrakM8 or checkmate? The venue London in a new bonus session at UK Investor Show. I explain more about this total one-off in today's podcast. It is 4 weeks to the day to UK Investor and tickets are 85% booked out so if you are not booked in book NOW! On this podcast I also look at Brave Bison (BBSN) and TrakM8 (TRAK) and how cost cutting can itself prompt a cash crisis. I look at Audioboom (BOOM) with a more generous eye. I look at Glenwick (GWIK), now booted off AIM, which stinks. And I look at the idea of investing in shite companies to make money, ref Red Leopard (RLH) and Cynical Bear. This also brings me to ECR (ECR) where we own shares and I now see arch ramper Big Gib is on board. Over to you Big Gob do not let me stop you!
Published 814 days ago
Shares in spoken-word audio platform company Audioboom (BOOM) are currently recovering above 3p on the back of a “First Quarter KPI Update” announcement. Hmmm, let’s take a look…
Published 815 days ago
FastForward (FFWD), in which my good friend Jim Mellon has a material interest, has announced a disposal today claiming a 112% profit on its trade. It is talking out of its arse as it pumps ahead of a much needed placing as I explain in this bonus podcast.
Published 817 days ago
I am sure that after events today at Cloudtag (CTAG) you had a good idea how this podcast would start! I move on - as I await apolgies from hundreds of morons for all the abuse and attacks - to cover Avanti Communications (AVN), ECR Minerals (ECR), Milestone Group (MSG), Redcentric (RCN), Red Leopard (RLH) and SalvaRx (SALV) where it is placing ahoy! Oh yes, Aidan Earley has served me with a libel suit. Natch I will see the bitchez in Court but I too have a little surprise for Aidan. More on that later. Smiley face.
Published 821 days ago
I waited until 10 AM before drinking a bit of my father's ouzo in celebration of the Cloudtag (CTAG) take-down described earlier HERE. That is the sort of restrained guy I am. Boy does the ouzo - pictured below - taste great and its only 51 days and I shall be back in Greece for a lot more. Today has been a 100% vindication for The Sheriff of AIM and my fellow bears and the Bulletin Board Morons and fraudsters are now in undignified retreat. I discuss what happens next, have a few new revelations and a few lessons the morons will, no doubt, not learn in this bonus podcast.If you are client of Novum stuffed into today's placing I explain how you can get your cash back.
Published 822 days ago
Yellowcake entrepreneur David Cates argues that uranium has made a move toward rationality, although he warns it still has a long way to go. There is now real price movement, volume and thus benefits to price discovery. What is exciting about the long bear market, is the detrimental effect it had on the uranium industry. There are very few good uranium projects out there. When utilities go looking for supplies there will be a real pinch, they won’t be able find any.
Published 823 days ago
There is of course no link between Bill Gates and AIM uber dog Servision (SEV) but I be that out in Bulletin Board land that will not stop it being mentioned in a post fact era ramp. Servision had raised $2 million today at 11.4p. Before recent insider dealing the shares were 2.25p and worth 0p. If it sounds too good to be true...all is explained in this bonus podcast.
Published 827 days ago
This will not make me popular. If you want to see me going for someone who really deserves it I stick the boot into the war criminal and Brexit denier Tony Blair in a podcast on Tom Winnifrith.com HERE. As to Colin Bird of Xtract Resources (XTR) which we own thanks to the blinding stupidity of Gary Newman & Steve Moore, the lynch mob is out after last week's hugely discounted placing. I am not defending my friend Colin entirely, nor am I tipping the shares, but I think some folks are not giving him credit for some of what he has done to rescue a company that was bust and are not putting his actions in context as I explain in full.
Published 828 days ago
In this week's Palisadce Capital potcast Peter Spina explains the recent market action and how gold stocks have historically lead the spot price. There is considerable support near $1100, and long term resistance at $1275. This level may well translate into resistance to the upside, once through it though, expect $1475 to $1500. He is seeing growing Wall Street and Chinese speculation in the market, there seems to be a general rush for gold.
Published 835 days ago
There will be no bearcast today as I am fully engaged on Vlach hunting in the Pindus mountains. One tearful reunion is complete but the big one will happen soon. The internet is not fast enough to transmit back to the UK from the little village of Anelion but I shall try to post a podcast tomorrow before I travel the length of Greece down to the Mani. Pro tem I guess you were wondering if Cloudtag (CTAG) CEO Amit Ben Haim has got any balls.
Published 836 days ago
Libertarian investor Doug Casey (like myself) predicted that Donald Trump would win. He expects the administration to encourage resource development and reduce regulation, but says Trump lacks an understanding of basic economics. You have to like Trump, since the creatures of the swamp in Washington D.C. seem to hate him so viscerally. However, he may continue the foreign policies of his predecessors. Doug, like me, thinks a stock market sell off is still likely considering the many distortions and misallocations in capital that exist. He is concerned that Trump could be the next Herbert Hoover, and that he may be painted incorrectly as a free market guy.
Published 842 days ago
In this podcast I look at the utterly fascistic behaviour of lawyers Fladgate and why I am not taking the fight to them to stop an Orwellian attempt to close this website down by telling lies. I look at how past events causes us to do crazy things - that is my Grandparents and Adept Telecom (ADT). I look at madness at Beowulf (BEM) and end with news of a, very much on the cards, road trip to Liverpool and Burnley. This section contains shockingly bad language from Mahmud of Boohoo.com (BOO).
Published 846 days ago
I am no fan of Channel 4, Most of its reporting is shocking. But the Dispatches programme today was superb journalism. It exposed Boohoo.com (BOO) and to a far lesser extent ASOS (ASC) for the way they treat management. Boohoo was truly shamed. Its management were shown to be shifty and deceitful in their responses to a film footage which showed quite sickening exploitation of workers and indeed law breaking. If I was a customer I'd shut my account down at once. There are legal and financial implications (bad ones) but the biggest will be reputational damage. How will the snowflake generation who are Boohoo customers react? Looker at #BoycottBoohoo on twitter and have a guess. All this is discussed in a bonus podcast.
Published 847 days ago
There are two parts to this podcast. I start by explaining how a liquidation works with reference to the fraud Worthington (WRN). I know some of its shareholders are obsessing about this and reckon they should report me to the liquidator. Go ahead, we are already talking. Then I move onto a quite brilliant column by Luke Johnson about the myth that is the sharing new economy and specifically how it effects uber but also the media world with evil google and the bulletin boards in my sights
Published 847 days ago
Resource specialist Fund manager Frank Holmes argues that the gold and bond markets and have been driven by global uncertainty. Bond rates have begun to decline again which is bullish for the gold market. Holmes reckons forward looking industrial indicators are currently positive - they are predictive of future global economic demand. Holmes says this is a good sign, and may be the underlying reason why commodities have been rallying.
Published 857 days ago
According to the Daily Telegraph, it is a fact that folks who use bad language are more honest than those who speak like Angels. You know where I am fucking well coming from. In this podcast I look at Fitbug (FITB), Servision (SEV), Corero (CNS), Greatland Gold (GGP), me breaking a New Year financial resolution already and also Magnolia Petroleum (MAGP)
Published 858 days ago
I could not sleep and found myself scouring the interweb for data on poverty and population for the town of Blaenavon where I visited a coal mine on Monday ( see HERE). I plan a major podcast on that when I am back in internet friendly civilisation, i.e. England. On the markets I look at Pearson (PSON), Nostra Terra (NTOG) and the idea that we are seeing a market blow-off. I dismiss one conspiracy theory about market makers then move on to Mitie (MTO) - Matt Earl is da King! - and then to Rosslyn Data (RDT).
Published 862 days ago
I have an awful cold so cannot speak properly and the Mrs is giving me grounds for divorce (again) with awful TV choices as I suffer from my ailments. In the podcast I cover insider dealing (ref Logica), buying after a profits warning (ref Red Rock & SpaceandPeople) and why the bulls are wrong even though the FTSE 100 is at a record high (ref Malcolm Stacey)
Published 862 days ago
Well that is the assertion of George Glasier the guest in this week's podcast with Palisade Capital. He spends much of the podcast talking his own book but on the bull case for uranium which seems to be getting stronger he is fairly persuasive.
Published 863 days ago
And so the guy delivering a package for next door said "Hello Tom". He is a keen reader and owns shares in UK Oil & Gas (UKOG), ScotGold (SGZ) and Xtract Resources (XTR). He must be a big fan of Big Dave Lenigas as well. It was a good chat. In this podcast I look at how quickly sentiment can change ref Nostra Terra (NTOG) and Optibiotix (OPTI). I cover Iofina (IOF) and Strat Aero (AERO) and reflect on how the curse of the Sheriff of AIM has fallen on Dolphin Capital (DCI). It took a while!
Published 866 days ago
I know I have slammed death spirals but they can actually be a "cheaper" source of equity funding for some PLCs. But not all spirals are the same and the L1 facility is a disaster for Cloudtag (CTAG). I explain in this podcast how the warrant kicker will crush the Cloudtag share price and when. Perhaps after listening you want to enter the Cloudtag share price guessing contest HERE
Published 870 days ago
The fraud African Potash (AFPO) has until 7 January ( saturday) to find a new Nomad or its shares get booted off the AIM casino first thing Monday. On the ISDX lobster pot (now known as the NEX lobster pot) it can't get a placing away - for reasons explained in this podcast - so it will be tits up within weeks. That has implications for Blenheim Natural Resources (BNR). Jamie Oliver is blaming Brexit as he shuts six of his over-priced branded eateries. But he is just another celeb tosser don't you think? I look at the real macro headwinds the UK faces. There is comment on Crawshaw (CRAW) and then a very detailed review of Lombard Risk Management (LRM) which is, I reckon a car crash in waiting.
Published 871 days ago
I’m struggling to take my eyes off the ‘flavour of the month’ stock, EVR Holdings (EVRH), at the moment as it continues its irresistible rise upwards and I have to tip my hat to a great performance by the CEO, Anthony Matchett, on a podcast on Wednesday and all CEO’s in the ramp phase should take note.
Published 872 days ago
in this bonus bearcast I compare the ramp de jour of the moment (Cloudtag (CTAG)) with that of eighteen months ago, African Potash (AFPO). It is shocking how similar the two cases are and the results will also be the same. In this podcast I reference the work of Waseem Shakoor in exposing both frauds and of my hero, Sam Antar, on the psychology of stockmarket fraud and how it plays out here
Published 873 days ago
I admit that i am too lazy when it comes to reading report and accounts. I should be more of a geek like Steve Moore. In today's podcast I explain why my sloth is a sin and why we should all read from the back to the front. I also look at investment versus trading, Sirius (SXX) vs Cloudtag (CTAG). Other companies mentioned include African Potash (AFPO), Inspirit (INSP) and Strat Aero (AERO). I am now offline as I tidy up the mess created by Oakley and the different mess created by me before the Mrs and Joshua return home.
Published 875 days ago
Gold and gold stocks have begun their much anticipated oversold, post-tax loss bounce. Jordan Roy Byrne provides rally targets and discusses the implications for 2017 in the latest podcast and video from Palisade Capital.
Published 876 days ago
No doubt the convicted criminal Aidan Earley reckons that African Potash (AFPO) is another fine company brought to its kneees by myself and the global shorting conspiracy. Actually it is a fraud which is why it snuck out more lies and bad news at no-one is watching O'clock on Friday. I was watching and this podcast is all about that fraud and what happens next.
Published 881 days ago
City slicker Mark Lyttleton of BlackRock is behind bars this Christmas. But not for long enough. How he sinned tells us how bent the whole City is and the joke sentence shows that white collar crime really does pay. This podcast is recorded in Shipston with my father listening. As a stern lefty he would imprison all fund managers not just the crooked ones,
Published 888 days ago
My daughter is here and I shall show paternal devotion shortly and be punished for my many sins as I explain in this podcast. Ahead of that I cover Cloudtag (CTAG), Arria (NLG), Highland Natural Resources (HNR), San Leon (SLE), Aidan Earley and Big Sofa (BST).
Published 888 days ago
Big Sofa Technologies (BST) IPO'd on AIM today at 17p - the shares are now 21p. It is the latest Adam Reynolds stock and we own "a few" shares. I recorded this podcast to discuss the investment case with Adam.
Published 889 days ago
The week that follows Christmas Day is the slowest of the year on ShareProphets reader views - but we'll still be here. The two weeks before Christmas always seem to be some of the highest rated weeks. I don't know whether is some sort of reality avoidance action or ShareProphets readers are actual embodiments of Scrooge - a personal hero on Tom's as he has explained today HERE.
Published 890 days ago
I start with the kerfuffle over Aiden Earley of Worthington (WRN) infamy. I described earlier how he has libelled me but is threatening me with legal action. He has lost the plot and I am now talking to my lawyer about dealing with this irritant proactively as I explain in the podcast. Then I discuss why it is better to travel than to arrive and a Red Flag that links Sefton (SER) and Cloudtag (CTAG)
Published 891 days ago
I start with a few explanations of how businesses work and how markets work for shareholders in Cloudtag (CTAG) and Optibiotix (OPTI), Then I mention two risers, Falanx (FLX) and Andalas (ADL) before moving on to Marechale (MAC), MySquar (MYSQ) and finally, in great detail, the 17 years of jam tomorrow bollocks that is Torotrak (TRK). Remember, as per podcast, - five share tips for a fiver - starts Monday at 7 AM, don't miss out sign up HERE
Published 892 days ago
Earlier Adam and I chatted about Concepta (CPT). In this podcast we cover Optibiotix (OPTI) and Premaitha (NIPT).
Published 892 days ago
I sat down with Adam Reynolds, the shellmeister today and recorded a string of podcasts. This one is on Concepta (CPT) a stock we own. The shares are 16p-17p. IMHO they should be closer to 30p. The next six months will see masses of news and real, material, sales and that will, I'm sure, drive a real re-rating of the shares. Listen to what Adam says...
Published 895 days ago
In this podcast I look at Daniel Stewart (DAN) where Waseem Shakoor closed his short today. I look at the lunacy there, the lunacy at Cloudtag (CTAG) and show how it is the same folks, the sort of folks who are also preyed on by conman Darren Winters. On that note please read THIS ARTICLE TODAY - and tweet it out and link to it on Facebook and on any website you can. I look at Strat Aero (AERO), Ferrum Crescent (FCR), Avanti Communications (AVN) and then at another stock cursed by the frothing endorsement of the Clown, MySquar (MYSQ) which is a right old dog and its well spun RNS today can't hide that.
Published 897 days ago
There were no bearcasts yesterday and so today there will be two. I start with AIM casino bad boy and fraud Cloudtag (CTAG) which now adds market abuse to the list of financial crimes of which it is guilty. Why are the shares still suspended? is this the end or the beginning of the end? Who deserves to go to jail? Who deserves sympathy? All is revealed in this bonus podcast.
Published 899 days ago
Daniel Ameduri of Future Money Trends says we are now in unprecedented times, and that the US is in a structural depression. That will see stocks get whacked.
Published 901 days ago
I am just so tired after day 4 of the olive harvest. You can see today's report - into the lair of the snake - HERE. In this podcast I cover: Cloudtag (CTAG), Strat Aero (AERO), Andalas (ADL), the CFD firms and the FCA, notably Plus 500 (PLUS), African Potash (FRAUD), Corero (CNS), Inspirit (INSP) and Fishing Republic (FISH).
Published 903 days ago
Rain stopped play at the Greek Hovel olive harvest as I report in a new photo article HERE. So is a computer work day. A BB Moron is boasting that I have gone quiet on Worthington (WRN) and won't call it a fraud, on legal advice. Let me put him straight in this podcast. I comment on Italy and then it is onto Red Rock Resources (RRR) and Sports Direct (SPD) and the issue of buying shares in companies with, er..controversial bosses. I discuss both in detail.
Published 903 days ago
Is the Trump rally fizzling out? Yes it is. But is this going to be a soft landing? No. That is the view of libertarian gold bug superhero Peter Schiff who explains in his latest podcast that bubbles just do not go away gently. And we are living in a bubble.
Published 904 days ago
I am utterly wiped out after day one of what looks like being a cracking harvest. A full photo report is HERE. In the podcast I discuss votes tomorrow in Austria and Italy and what they mean and why we bears are feeling good about the lack of a Santa Rally. Trump was Santa this year and that rally is over. I explain why I disagree with Malcolm Stacey's article today. I then look at a number of AIM stocks set to slide and why, as I refer to Steve's piece earlier. In focus: Avanti Communications (AVN), Advanced Oncotherapy (AVO), Telit (TCM), Boohoo (BOO), Tungsten (TUNG), Fastjet (FJET), Cloudtag (CTAG), African Potash (AFPO) and I have a few words about Worthington (WRN)
Published 909 days ago
Prompted by Waseem's very legitimate points about censorship on the LSE Bulletin Board I am asked to explain the madness and the metrics behind what is going on over on that asylum. And that I do in this bonus podcast.
Published 909 days ago
"Lorne Daniel at FinnCap, PR man Reg Hoare, Nomad Ed Frisby, Broker Joanna Scott, Edison Research, Proactive Investors we have beaten them all, we have beaten them all!. Paul Scott can you hear me? Paul Scott ... your boys took a hell of a beating! Your boys took a hell of a beating!" Yes The Sheriff of AIM is again 100% vindicated and it is ouzo o'clock already thanks to dog TrakM8 (TRAK)! But where next for the shares? All is discussed in full in this bonus podcast.
Published 912 days ago
How is that for a Thanksgiving mixed metaphor of a title? In this podcast I look at denial, red flags and bending the rules on the Casino. Among the companies covered today are: Advanced Oncotherapy (AVO), Cloudtag (CTAG), African Potash (AFPO), Fastjet (FJET) and the insider dealing, Mkango Resources (MKA), London Capital (LCG), Audioboom (BOOM), Milestone Group (MSG) and I flag up that Steve & I have a hot share tip you can access for just £5 coming up very soon HERE
Published 913 days ago
Some investors are getting carried away with ‘Trump trades’. Now that he is elected we see the psychological optimism linked to cutting taxes, deregulation, and infrastructure spending being reflected in the stock market. David Skarica thinks the stock market is overvalued, and this upward trend won’t last long. He is preparing for a crash between the summer and fall- which is the common historical trend, as is a crash under a Republican majority.
Published 914 days ago
In today's podcast recorded with an audience of my Guardian reading father who is torturing me by reading out snippets from the ghastly left wing rag, I start with a look at Pantheon Resources (PANR). I then cover FastJet (FJET) - having a swipe at its smearing scumbag low-life PR fucking geniuses at Citigate Dewe Rogerson en passant - , Avocet Mining (AVM), Blenheim Natural Resources (BNR) and African Potash (FRAUD). Then it is onto Redcentric (RCN) and MXC Capital (MXCP) and the challenge for Mark Gustafson, Mr bullshitter at Challenger Acquisitions (CHAL).
Published 919 days ago
In this podcast I discuss why Mkango (MKA) failed to impress me in such a major way last night and then I look at gold stocks in general and Condor (CNR) specifically before explaining how to assess when a cash burner will have to place.
Published 920 days ago
I am still in the Motorway service station at the Premier Inn but head to London shortly. For tonight it is myself and the old bank robber Brokerman Dan against Mkango Resources (MKA). Bring it on bitchez! In this podcast I also look at Aquatic Foods (AFG), NAHL (NAH), Slater & Gordon (SGH), Igas (IGAS), Redcentric (RCN) and MXC Capital (MXCP)
Published 920 days ago
Gold investors are a little worried in the last week. On election night, gold shot up $60, while the DOW went down 800 to 900 points. In the morning, gold was down and the DOW was way up! Some people are thinking we are back in a bear market, we need to sell everything- gold is done. Jordan Roy-Byrne argues that this is exactly the wrong kind of thinking. He says:
Published 924 days ago
Folks have focussed on how shares have zoomed since Donald Trump won but what about the bond market which saw its worst week for five years? What does that mean and will it continue? Yes it will. That is the warning of libertarian hero and perma bear Peter Schiff in his latest podcast.
Published 929 days ago
Bear raider Waseem Shakoor has openly accused Cloudtag (CTAG) CEO Ben Haim of misleading investors in a podcast recorded with the ever gullible Justin the Clown. Waseem writes:
Published 929 days ago
With Andalas Energy (ADL) shares down again today as it heads for a massively discounted placing or insolvency, Justin the Clown's chances of moving out of the cardboard box look remote. But maybe he has also invested in Cloudtag which he has promoted enthusiastically. Cripes he may soon be evicted from the cardboard box at this rate. We asked you for captions to the scene of domestic bliss below for the Vox Markets podcaster HERE and I should warn you that Drunken Sailor's entry was er...extremely distasteful and hard to swallow.. The winner is....
Published 929 days ago
Frank Trotter is the Vice President of Everbank - a forex specialist who warns that the Greenback is set to slide. The decline of the US dollar may be slightly delayed by the likely .25% FED rate hike in December of this year, which may temporarily bump up the US Dollar. The fact that the Euro hasn’t gone down from the beginning of the year suggests that people are largely done using US dollars as a safe haven, and will probably start investing in other currencies.
Published 930 days ago
The Federal Reserve and IMF have both wrongly forecasted growth and inflation forecasts the for the last 8 years. The economists who run those organizations are not scientists, but dogmatists and ideologues who let preconceived notions and political preferences hinder their objective analysis. In his new book ‘The Road to Ruin: The Global Elites’ Secret Plan for the Next Financial Crisis’, New York Times bestselling author James Rickards shows some specific examples of how the scientific methods could work.
Published 931 days ago
In his infamous podcast with Dave "rule breaker " Whitby that got shares in Andalas (ADL) suspended, Justin the Clown fessed up that he owned so many of these shares that he'd be homeless if they did not go up. They have plunged from 1.3p back then to just 0.13p now and as the company hurtles towards bankruptcy worse is to come. As such we have an exclusive photo of Justin in his new home and invite you to supply suitable captions for it in the comments section below. Deadline midnight Sunday
Published 935 days ago
In this bearcast special I take apart a share price ramp being orchestrated today by Solo Oil's (SOLO) broker Belfort Securities, PR fecking genius Steffi and the rampers nest of snakes that is the Justin the Clown podcast at Vox Markets. Investors need to be aware there is a massive stock overhang and a placing ahoy. They are being hoodwinked not by the company I stress but by its crony capitalist advisers and by those for whom Lenin's phrase "useful idiot" could not be more apt.
Published 939 days ago
In this podcast I look at the Hillary Clinton bombshell and what it means for the election and shares, something I cover in more detail HERE. Then, for the benefit of Paul Scott, I set the record straight on ShareSoc - I have every right to say it should not get the taxpayer cash it demands. Then I explain insider dealing and the difference between how I treated Reach4Entertainment (R4E) and Cyan (CYAN). Finally I suggest that heads must roll at Northland over the Management Resource Solutions (MRS) scandals.
Published 940 days ago
This podcast is not just about the dog with fleas that is Andalas (ADL) and the motley crew of low life and fools associated with it. I also cover Highlands Natural (HNR), Mayan (MYN) and ADVFN (AFN) for whom I have a question. It is not exactly the most blue chip of selections today is it? The hot tip for a fiver I mentioned can be accessed .HERE
Published 941 days ago
Legendary resource investor Rick Rule has recorded a podcast covering gold (cautious), potash (mega bullish) but also the looming chaos in the EU and what that means. It is thought provoking stuff from Rule.
Published 942 days ago
Yes my royalties have arrived. I comment on Audioboom (BOOM), Andalas Energy (ADL), Inspirit Energy (INSP) and Cloudtag (CTAG). My other podcast on why Hillary Clinton is the World War Three candidate is HERE.
Published 945 days ago
A look at Gold and gold stocks and their trajectory going forward after completing what appears to be a short-term low. The latest podcast from Jordan Roy-Byrne at Palisade Capital.
Published 948 days ago
He has just published a novel, “Speculator- High Ground”, which he is plugging hard but mining guru Doug Casey also has a few things to say about the mining sector which may surprise you. Notwithstanding the fact that up to 95% of mining companies have nothing to mine, Doug is mega bullish.
Published 950 days ago
The Mrs is staying with the mother in law for another day meaning more peace and quiet for myself and Oakley and another day not to tidy up various messes that have been created. What bliss. In the podcast I discuss Kefi (KEFI), some very serious questions for the scam Highlands Natural Resources (HNR), Magnolia Petroleum (MAGP) and placing ahoy Strat Aero (AERO) as well as Boohoo (BOO) anj Asos (ASC)
Published 956 days ago
Many people wonder how it’s possible that so much money is being created without runaway inflation. Mining entrepreneur Lior Gantz believes it’s because the other side of the equation is deflation. The system is causing deflation in the private sector and inflation in the government sector. This creates a huge battle between inflation and deflation.
Published 957 days ago
The reason for that is revealed at the end of the podcast. Before that I look at Gable (GAH), Entu (ENTU), Gulf Keystone and a stock ramped by Justin the Clown, Global Energy Development (GED). Does an endorsement from the Clown mean that the shares might not be cheap?
Published 960 days ago
Is Sterling collapsing? Well, er... yes and no. It partly depends on where we started? If it is sliding is that down to Brexit? That is far more of a no than a yes. So are the Tories to blame? As of last week, in part yes. Is the BBC telling lies because it still can't handle the Brexit result? Of course it is. Confused? All is explained in this week's podcast. And talking of lies my podcast I mention on Syria is HERE
Published 969 days ago
I start this podcast with a look at Avanti Communications (AVN) where I hope you ignored the ramblings of snot gobbler's colleagues at the FT and stayed short. 0p is still looking likely and I discuss the problems IIs face today. I look at Arian Silver (AGQ), a dog with fleas which has served the fat useless bastards on the board and its crony capitalist advisers well as punters have been shafted year after year. I look at Northern Petroleum (NOP) where today's dismal results tell you that it is placing ahoy AGAIN, at Petropavlovsk (POG), Galantas (GAL), Boxhill (BOX) and at Capita (CPI),
Published 973 days ago
The latest podcast from Palisade Capital sees a chap called Dwayne Dahl talk his own book but what he says about the forces that are shaping the potash industry will be of interest to groupies of Sirius Minerals (SXX). And for their sake I bring you this podcast.
Published 974 days ago
I refer to a podcast I did earlier on Dr King and Donald Trump HERE. Malcolm Stacey has today urged you to buy shares HERE. I am starting to sell FIML owned shares as I am now more bearish than I have been in a very long time. I take apart Malcolm's flimsy arguments but add in a number of other points to make, what I think, is a compelling bear case.
Published 980 days ago
In today's podcast, recorded before my father in law hogs the TV room to watch Songs of Praise, I look at what the Krispy Kreme IPO in Londron means, at signs of the mother of all crashes in China and what the CV of destruction from lyin' Chris of African Potash (AFPO) exposed HERE earlier - means. Am I a hypocrite on this matter. Er...no.
Published 982 days ago
In this podcast I speculate on how the pace of change is accelerating and what world my son will grow up in. But more importantly I look back to 8 years ago yesterday and 87 years ago yesterday, to what happened then and the mistakes and lessons we all forget to think about as we blunder on. Yes I am talking asset bubbles and stockmarket crashes again. Malcolm Stacey take note!
Published 986 days ago
Today Cloudtag (CTAG) has announced yet another placing and also an operational update. It is all horseshit and if you think carefully about what Cloudtag claims it just does not make sense. Clearly Nomad Cairn is more interested in banking its retainers than in verifying claims made that cannot logically be correct. That, and more, in this bonus podcast.
Published 987 days ago
Okay it will probably be the first time that Crooked Hillary got laid in years but I suggest you open a bet against her being the next President at Betfair right now. The price is now 1.59 meaning that to win £1,000 you risk £590. Let me explain.
Published 992 days ago
In this podcast I refer to an article I penned today on the greedy bastards that are the junior doctors HERE. My central theme is various ways that Warren Buffett would define companies as "bad" and in that vein I look at CMC Markets (CMC), TrakM8 (TRAK) and in some detail the uber ramped dog with fleas that is Starcom (STAR) which I covered a month ago -gosh my analysis is good (as you can see here).
Published 992 days ago
I covered Pantheon Resources (PANR) twice on Monday in relation to Evil Knievil's dire trade HERE and in relation to its dire statement HERE. On iii shamed cash for copy tipster Malcolm Graham Wood has made the bull case for the shares. He is talking cock from start to finish and I take his comments apart one by one in this bonus podcast.
Published 994 days ago
In a while I must go asremble a cot. It won't be like a cot of old but is bound to have 85 parts, six types of screw, an Allan Key and instructions designed for a Nobel Prize winner. It is like a heroic task from Greek mythology and I expect to be in a bad mood soon. So for that reason and one other I record early. On the agenda: Cloudtag (CTAG), Gulf Keystone (GKP), Pantheon Resources (PANR), 88 Energy (88E), Vipera (VIP), XCite Energy (XEL) and Strat Aero (AERO) and only en passant the fraudsters at African Potash (AFPO). This podcast is long and detailed.
Published 994 days ago
I refer to my 8 Reasons Donald Trump will win podcast in this bearcast - you can listen to that HERE. Elsewhere I discuss the problem of a corrupted press with reference to today's Sunday Telegraph on Gulf Keystone (GKP). I then examine why I think the stockmarket might crash this fall. Finally I offer up a quote from Ayn Rand and challenge you to disagree with how, in 1957, she describes the sad world of 2016.
Published 996 days ago
We are 7-8 years into a monetary experiment that has never been done before. In previous bull markets we weren’t looking at the potential end of the financial system as we know it. When central banks monetize, they destroy the currency. This is happening all over the world. That is the thesis of gold guru Bill Holter.
Published 1001 days ago
It’s definitely not too late to get into the precious metals bull market - that is the claim made in this week's Palisade Capital podcast, by Matt Geiger. Even though the gains at the beginning of this cycle have been extreme, we still have a long way to go. These next 16-18 months should be exciting! Matt argues says that typically the real money will be made in the first half of the cycle. He recommends being aggressive in investments up to mid 2018- after that it’s likely to be less lucrative.
Published 1005 days ago
Jacob Rothschild, Stanley Druckenmiller, George Soros, along with his associate Crispin Odey, and other billionaire elitists are moving massively into gold. In his recent semi-annual address to RIT shareholders, Rothschild announced that they are reducing their stock and currency exposure and increasing their gold holdings.
Published 1007 days ago
There is more horseshit today in an RNS from FastForward Innovations (FFWD), The money is running our fast. CEO Lorne Abony is in full ramping mode as he know he needs to get a placing away this fall or the game is up. The shares trade at a vast premium to NAV so what to do? Ramp again of course. All is explained in this bonus podcast.
Published 1008 days ago
In this podcast I refer to my non financial podcast today on the great Olympic Con - sport is not making Britain Great again (HERE) and also to part 4 of the new series: The Chairman's Blog by Sir Benjamin Dover HERE. Then I go onto how the corrupt financial press and PR flunkies use and abuse you as readers and investors with special reference to bank closures and Lombard Risk Management (LRM) in the Mail on Sunday and, especially, Advanced Oncotherapy (AVO) in today's Sunday Times.
Published 1010 days ago
Malcolm Stacey penned a piece earlier today (HERE) on why shares should rise. They may do so, as we live in crazy times but an number of the "facts" claimed by Malcolm are quite simply wrong. And his thesis is thus built on straw - he is wrong, wrong and wrong again as I explain in this bonus podcast.
Published 1015 days ago
Marc Faber has been a student of markets since 1970, and has learned that the stock market is largely distorted and manipulated. The markets are no longer trading on sound fundamentals in a system where the quantity of money is relatively limited. The liquidity bubble created by central banks, paper money, interest rates, and quantitative easing are examples of this manipulation.
Published 1016 days ago
We are seeing a few weeks of rest in the junior mining space, and many are predicting a massive rally this fall. Markets move up when there are more buyers than sellers, and down when the opposite occurs. Both the metals, and mining equities markets are extremely well bid. If there is a break in the market it’s likely to be on the upside, not the downside. That is the key message from Rick Rule of Sprott in this week's podcast from Palisade Capital
Published 1020 days ago
The FCA will say that fining Cenkos (CNKS) £530,000 over the Quindell (QPP) fraud shows regulation is working. Au contraire. The narrow scope of its investigation, the failure to sanction individuals and the paltry fine show that assisting crime does pay if you work in the City. It sends out all the wrong signals and is a day of shame for the Square Mile as I explain in this podcast.
Published 1028 days ago
As a historian, Don Coxe is cautious in saying there is something new under the sun. He didn’t think he would live long enough to see the creation of an entirely new asset class, which is negative and seemingly endless in scope. Negative yields were first created by the self-financing Swiss to get the euro-zone moving again. Don likens them to the multiplying of bad germs, and finds it likely that there will be painful corrections in the economy, the stock market, or both.
Published 1031 days ago
The last podcast recorded with the audience of my father for a few days sees a few comments on how he yearns for the socialist paradise of Albania in the good old days. Whatever. I look at Nostra Terra (NTOG) and what it must do and another bear point for Avanti Communications (AVN) I had overlooked, at FastForward (FFWD) and why it is such a dog with fleas and at broken business models in both new media and the European Banks. The truth is that the Emperor's New Clothes, in both cases, really are not that impressive.
Published 1031 days ago
As societal and political structures continue to breakdown worldwide, survival instincts are heightening. This inspires self-organizing communities and a decreasing confidence in central banking and other key infrastructures. Precious metals as a medium of exchange has thousands of years of tried-and-true history, so people run to these safe havens. Precious metals guru David Morgan thinks gold and silver have already hit bottom, and because of the unique situation in the world today, he wouldn’t rule out gold lifting to $10,000 oz! Oh I do hope so!
Published 1034 days ago
In this podcast I start by clarifying exacty where I stand on Nostra Terra (NTOG) then I move onto Lead All (LEAL), Blenheim Natural (BNR) and China New Energy (CNEL). Then I look at Strat Aero (AERO) where there is news from Texas ( not good). Finally a stock we own, Bluebird Merchant (BMV) and I assist you with the maths on today's cracking news.
Published 1038 days ago
It often takes one year of gains for the typical investor to get interested in something in the stock market, which is where we are approaching with gold right now claims gold guru Mike Swanson. Investing in the first year of this bull market is a great strategy. The bull market for precious metals and mining stocks will likely last 3-5 years so Mike reckons you should be 20% invested in gold stocks and thinks this might be the biggest bull market we will see in our lifetime.
Published 1038 days ago
2016 has been exciting so far for gold investors. In the opinion of the world's best known precious metals investor Eric Sprott, what is happening to gold and gold shares is stunning. The average gold stock is up 160% in less than 6 months, and Eric thinks gold will easily go to $2,000.
Published 1043 days ago
In this podcast I discuss the !Industrial policy" of Theresa May, the LSE being taken over by the Krauts - a good thing - why I am still an equities bear and a few other things. Must rush. I have a takeaway from Shipston Bengal to collect for my father and me.
Published 1046 days ago
Fund manager Etai Friedman says he has never seen a bigger green light in his life. It is literally the most obvious trade on the planet. The trade is so good that Etai just rebalanced his portfolio from a very small gold and silver allocation to 75%! And he’s not done yet. He expects to go 100% towards precious metals within the next couple of months. In this week's podcast with Amanda van Dyke's colleagues at Palisade Capital he explains why.
Published 1050 days ago
Rick Rule started his career in the 1970’s bull market, which had a spectacular shift towards resources after a 50 year lull. He is preparing for what he believes may be the greatest shift in natural resource markets that he will witness for the rest of his career. He says that the next 5 years will be more generous for the junior resource space than most give credit for. The junior precious metals market is already up about 100% in a short period of time
Published 1050 days ago
In a wide ranging podcast I look at the bubbles in property and elsewhere and how we create bigger bubbles as we fix smaller ones. The day of reckoning can be postponed for only so long.
Published 1051 days ago
In this podcast I discuss pruning here in Bristol, an update on the Gooseberry crumble and then the lessons about how folks behave as investors or rather gamblers we can learn from the Worthington (WRN) fraud which must now be brown bread as explained HERE earlier today following news on Friday. That section also mentions Cloudtag (CTAG) and tech stocks. Then I look at commercial suicide, the curse of the tipster and Bluebird Merchant Ventures (BMV).
Published 1053 days ago
I would expect the collapse in the Avanti Communications (AVN) share price to continue. You cannot say this site did not warn you. In this bonus bearcast I run through 14 red flags which apply to Avanti and which I managed to jot down in less than ten minutes. Drat! I missed an obvious 15th: the promise to move from AIM to the Main Market. It did not happen. Companies that promise the jump but don't make it (think Quindell) are always red flagged.
Published 1054 days ago
On my personal website I have a podcast HERE about how Chilcot exposes the establishment/rest of us divide again and how this will create even more anger as the war criminal Blair walks free. My father, who is lisening to me record today, fears that he is in the firing line as a member of the establishment. I then move onto the omnishambles Boxhill (BOX), Portmeirion (PMP), Vislink (VLK), Igas (IGAS), Blenheim Natural Resources (BNR), lie and jam tomorrow producer African Potash (AFPO), Frontier Resources (FRI) and finally onto the fraudsters Eden Research (EDEN) where I will be asking for your help, dear listeners, tomorrow.
Published 1060 days ago
Are you listening Jon Bellis at Belfort Securities? You know your form is acting for fraudsters and shite companies yet you are happy for Belfort to keep banking the retainers. This is morally wrong. How do you sleep at night? In this podcast I discuss four stocks that are each worth 0p: Jiasen (FRAUD) - broker Belfort Securities, Servision (SEV) - where are your crooked accounts? Broker Belfort Securities, China New Energy (CNEL) a fraud, broker the disgraced Daniel Stewart and PCG Entertainment (PCGE) another China Norfolk, broker Belfort Securities.
Published 1062 days ago
The worst newspaper in the world in the truth and analysis department is the Guardian and its worst columnist is the loathsome haridan Polly Toynbee. Silly Polly has today caused the stockmarket to surge as I explain. I then move onto FastJet (FJET), Teathers Financial (TEA), Tern (TERN) & Nigel's dynamite expose today and an array of AIM crack whores: Servision (SEV), Eden Research (EDEN) and Cloudtag (CTAG). Warning: this podcast contains some very bad language.
Published 1063 days ago
We have had the deepest and longest decline in the history of commodity equity markets. Just recently we have confirmed a breakout in the space and there is much more room to run. The pattern is similar to 2002 where the mining stocks doubled and everybody thought they had missed the boat, when in reality there were years of powerful gains ahead.
Published 1063 days ago
If you are not one of our weekend readers you may have missed the drama of the thunderstorm in Greece which hit my house. As I recorded the Saturday bearcast lightning hit the small hovel in which I live in the Taygetus mountains. It is all too audible in the podcast.
Published 1072 days ago
It's not our own mad star gazing Patrick Moore who, apart from anything else, died four years ago, but the ex boss of Greenpeace who has seen the light. Praise the Lord! In this week's podcast with the colleagues of Amanda Van Dyke at Palisade Capital, a sinner repenteth.
Published 1073 days ago
The earlier piece on the Drummonds, Nilesh Jagatia and the Media Corp scandal needs to be read in full. What horrifies me is that it shows that AIM Regulation knew everything in July 2014 but failed to act. The Bogus Sheriff of AIM, Marcus Stuttard, should either resign on Monday morning or find out who failed to protect investors, sack him and agree to compensate anyone who has lost money in Teathers Financial (TEA) and possibly Inspirit (INSP) as well. I warn you that I use bad language in this bonus podcast as I am furious with the Oxymorons at AIM Regulation over this appalling failure.
Published 1080 days ago
We own shares in Berkeley Energia (BKY) which we think is a cracking investment whatever happens to the uranium price. But there are some folks who are mega sector bullish. Uranium is the ultimate contrarian investment and the most hated commodity because of it’s use in nuclear power, but recently environmental groups have gotten behind nuclear power. Nuclear power is 20% of US power overall. The constant power generation and the ability to store power make nuclear the backbone of the electricity grid.
Published 1085 days ago
Is the current pull back a correction in a new bull market or is this a fake rally? Will price inflation keep rising? Will we see stagflation going forward? What effect will Federal Reserve interventions have on the markets? Are we moving to a cashless society? What is gold’s role in the permanent portfolio?
Published 1095 days ago
I am not sure about that although I am a shareholder in, still cheap, Berkeley Energia (BKY) so hope this is the case. Anyhow, this week's podcast from Amanda Van Dyke's colleagues at Palisade Capital is with George Glasier who argues that increasing worldwide demand for uranium cannot be met by existing supply. Taking a new project into production is a tedious process meaning supply crunches are inevitable. The current price is so low that mines have been shutting down. This comes at a time when nuclear power plants are being built at incredible speed. That is the bull case...enjoy.
Published 1097 days ago
Jeepers what a fantasist. He is probably related to yesterday's Scouse fantasist. Get in the real world chaps. Moving on, in today's podcast I cover: IGAS (Igas), Highland Natural Resources (HNR), Guscio (GUSC), Armadale Capital (ACP), Chamberlin (CMH), Cyan (CYAN), Management Resources (MRS), Imaginatik (IMTK) and Mr Robert Simon Terry, the serial fraudster.
Published 1099 days ago
I am not sure that I believe it but I jolly well hope it is the case as we have a stack of gold shares in our portfolio. Anyhow that is the view of fund manager Al Housego, a cheery fellow who also claims that the general markets are overbought and in a prime spot for a major crash.
Published 1100 days ago
Rick Rule of Sprott is still a long term gold bull but he has warned that after a good run some of the gold equities could see some consolidation or pull back unless gold itself moves ahead again. On the upside he notes in this week's podcast with Amanda van Dyke's colleagues at Palisade Capital he discuses what happens if there is a major exploration success somewhere
Published 1104 days ago
Sentiment is changing which means that shares in smaller mining companies are now set to have a run. Many smaller prime companies have been ‘gobbled up’ leaving room for smaller explorers to come in.
Published 1106 days ago
There is so much delightful (for we bears) symmetry between LGO Energy (LGO) and Andalas (ADL) as both sink to a level where flippers in the recent placings must now take a loss. Right down to the CEOs both having facial hairs. It is uncanny and the subject of this podcast which also makes general points about stocks where the share price dips below a placing price in short order. It is all about human psychology.
Published 1108 days ago
Yup I am still clean and 99.9% of the time very glad to be. But I know that if I have just one fag it will be all over. So I will not. I digress. Today's podcast covers my little internet difficulties here in Kambos then goes onto Aureus Mining (AUE), Circle Oil (COP), IGAS (IGAS), LGO Energy (LGO) and Gulf Keystone (GKP). Finally I urge regular listener Marcus Stuttard, head of the oxymorons at AIM Regulation, to read the utterly shocking Phil Edmonds and Andrew Groves tale HERE as it shows what a shite job the bogus Sheriff is doing.
Published 1109 days ago
I shall put the photo up later on TomWinnifrith.com but this is the first snake of the current greek trip - day 6 and one down!. I am a modest man, as you know, but feel that I have little to be modest about in saying that this really is a most excellent podcast covering Nostra Terra (NTOG), Avanti Communications (AVN) and a new lawyers letter,, Outsourcery (OUT) and LGO Energy (LGO) all in some detail.
Published 1110 days ago
In this podcast I start with Baby Bear, Graham Neary, and why he is wrong on Fastjet (FJET). The trouble is that he is being too nice. Baby, try to remember that we bears are meant to be complete and utter bastards. I then discuss my own Greek planning woes and those of Minoan (MIN). Then it is onto e-therapeutics (ETX) and today's RNS which stinks to high heaven. This is now an A1 bargepole stock. I then cover Atlas African (AAI), Andalas (ADL) - what price the next placing? - Hague London (HNL) and MX Oil (MXO) again what price its next placing? 0.1p looks about right to me.
Published 1115 days ago
The distractions are explained in the podcast and the fascist in the wind link is HERE. In the main podcast I look at Ascent (AST), Ncondezi Energy (NCCL), Forbidden Tech (FBT), Interserve (IRV), John Lewis of Hungerford (JLH) and Avanti Communications (AVN). Tomorrow I head to Greece
Published 1117 days ago
In three days I shall be at the Greek Hovel with the snakes, losing weight as I engage in manual labour, leaving Steve in charge. Today I deal with silly emails from Brokerman Dan Levi. Plus ca change. In today's podcast I look at Metal Tiger (MTR) and Conroy Gold (CGNR), a company that really needs Metal's Midas touch. I look at Marechale capital (MAC), Fitbug (FITB), Arian Silver (AGQ), Wishbone (WSBN) and in detail Servision (SEV). And I have had a complaint to the FRC rejected. Drat.
Published 1120 days ago
In this podcast I look back to yesterday's quite amazing UK Investor show. I explain why I feel like Leicester City and then reflect on some of the themes of the show, discussing some of the companies and some of the investment ideas running through my mind, twenty four hours later. Thank you to all who attended and especially to the many fplks who came up to say really nice things. It was appreciated.
Published 1120 days ago
Some people argue that lithium has become a bubble. But there is a bull case and it is something that is explored in this week's podcast from my colleagues at Palisade Capital.
Published 1123 days ago
24 hours to go to UK Investor and I am screaming at all comers, I really hate the days in the run up to the show. Anyhow (it will all be over tomorrow and I hope you have a great time. Can someone bring me a bottle of ouzo to dull the pain afterwards? On today's podcast I look at the Restaurant Group (RTN) and what its profits warning says about the economy and consumer behaviour. I look at David Lenigas associated shite Octagonal (OCT) and its rum and coke statement, Nighthawk (HAWK), London Capital (LCG), Igas (IGAS) and make a general observation about oil prices and oil stocks.
Published 1124 days ago
In this podcast special I look at Andalas (ADL), the lessons for folks and also the future if it has one and where should the shares go and where will they go. All the clowns are in there, flip flop Ben Turney, the Sith Lord Zak "Judas" Mir,, Dave "rule breaker" Whitby and of course the crown prince of clowns, Justin the Clown himself
Published 1124 days ago
Hello to the chairman of the LSE and all other readers of this website and welcome to the daily podcast. In detail I look at Outsourcery (OUT) the crock of Turkish run by serial business failure Piers Linney and Blur (BLUR) the piece of Turkish run by uber-poltroon Phil Letts. Which is more worthless? Discuss. Having behaved myself with no bad language at the London Stock Exchange (LSE) AGM I am aware that my standards rather slipped in this podcast. You have been warned. I also cover MX Oil (MXO), Cambian (CMBN), Hunter Resources (HUN) and the uber Turkish Rose Petrooleum (ROSE) whose RNS today screams SELL - PLACING AHOY!
Published 1125 days ago
This podcast contains bad language, please be warned. There are a couple of Isle of Man related issue and I then move onto: Snoozebox (ZZZ), Outsourcery (TOAST), Cambian (CMBN), Cobham (COB), earnings visibility and consumer spending patterns, Paul Scott, Nyota (NYO), Carpetright (CPR), Austin Reed and Falcon Acquisitions (FAL).
Published 1127 days ago
He may be a technical analysis freak but that does not mean he is not correct. After all this is not Zak "Judas" Mir we are talking about here. Jordan Roy Byrne argues that at the start of a bull market the miners perform way ahead of the metals and this is what we are seeing now. This has been the worst bear market in 90 years, so the following bull market should prove to be even bigger.
Published 1127 days ago
Preceding the financial crisis in 2008, debt was unchecked and increasing by $100 billion a month. The current capital markets are following a very similar trajectory. The USA and Canada have huge debt issues because of out of control government spending. The average person has no idea of the scale of the challenges the global system is facing. That is these thesis of fund manager Jonathan Wellum. He continues...
Published 1133 days ago
This bearcast and your newsletter are late for a range of reasons including my sickness; taking the Mrs to start a 3 AM journey to fill impressionable young minds in Finland with lefty nonsense; dealing with Bill Bloody Gates; morons from the Walsall Shit Hole and also Bodie, Doyle & Cowley, The Professionals. In the podcast itself I cover Watchstone (WTG), Rosslyn Data (RDT), Fitbug (FITB), Rose Petroleum (ROSE), SeaEnergy (SEA), UK Oil & Gas (UKOG) and in great detail LGO Energy (LGO). I urge you to read the piece today on SP Angel. Read it carefully my friends!
Published 1142 days ago
Malcolm Stacey wrote earlier about what he took from the Big Short - HERE. I took a rather different message as I explain in this podcast recorded with my father's help in Shipston.
Published 1146 days ago
In today's podcast I start with the clown Lenigas as he stoops to new lows in every respect - see HERE. I then move onto a shit company not linkd to Jabba The Hutt - Taihua (TAIH). I also cover Solo Oil ( SOLO), Strat Aero (AERO), 88 Energy (88E), Cluff Natural (CLNR) and the time Algy met a man in shorts and a T shirt (me) and turned up his patrician nose, and Nighthawk Energy (HAWK)
Published 1148 days ago
There are not many options when it comes to investing in uranium stocks even though the future of uranium is looking very bright with 66 reactors under construction globally, particularly in China, India and the U.A.E. Saudi Arabia has signed agreements to build 16 reactors by 2032. So the demand for uranium will keep rising.
Published 1149 days ago
It is the birthday of the Mrs tomorrow and so tonight we entertain 20 of her mad lefty friends and no prizes for guessing who is doing all the cooking. It is her birthday but to have to cook then be nice to her mad friends as well is surely a cruel and unusual punishment for me. In this podcast I discuss a raft of tax issues including the Corbett question. Then it is a preview of "how not to be a bulletin board moron"
Published 1152 days ago
Eden Research (EDEN) has engaged in fraud for years. No-one seems to care. It has just raised £2.6 million today in a placing. It has spunked c£32 million in 16 years since launch. This cash will be spunked too. I explain why everyone knows Eden has committed fraud and why no-one seems to care. I am not sure I even care anymore so rigged and corrupt is the stinking cesspit that is AIM. Warning this podcast contains bad language.
Published 1155 days ago
Warren Irwin is the founder and chief investment officer of Rosseau Asset Management and what he says about Uranium is this week's podcast with my colleagues at Palisade Capital is interesting. He the talks his own book on a stock where he is the biggest shareholder. That is less interesting but for Yellowcake followers he offers justifiable comfort. Notably he focuses on likely growth in demand going forward particularly in China where they are constructing many new nuclear power plants. New uranium mines will need to be built to meet this growing demand creating upward price pressure.
Published 1156 days ago
Thom Calandra invests along side his audience and subscribers largely in natural resource companies. Blue chip stocks are overpriced in Thom’s opinion and the sector where true value can still be found is in mining and energy stocks. The recent small rebound has renewed interest and increased appetite for risk, but will it continue?
Published 1161 days ago
In this podcast I look at United Cacao (CHOC) and also Gulfstands Petroleum (GPX) but the bulk of this edition covers the ramping of Horse Hill stocks by an unholy alliance of flip flop, Jabba and others. The trouble is that their analysis - I use the word loosely - is based on Leni-Maths and Leni-Maths does not add up.
Published 1162 days ago
In today's podcast I argue that it matters little who runs the London Stock Exchange (LSE) as long as it is not the idiots in charge now. I then move onto unnacceptable faces of capitalism: slob Mike Ashley, greedy pig Phil Green and the Wicked Witch Cherie Blair
Published 1164 days ago
Gianni Kovacevic is driving a Tesla across the US and promoting his book, ‘My Electrician Drives a Porche’. Contrary to popular belief the car only takes 30 minutes to charge, on long term trips the Tesla takes no more time than a conventional car. The age of the electric car is finally upon us.
Published 1165 days ago
I start with two matters from yesterday's Budget which I neglected to mention in my otherwise excellent post Budget podcast HERE. The I move not to Sirius Minerals (SXX), which I shall cover in a seperate article elsewhere following a chat with Chris Frazer which left me quite impressed, but to Sirius Petroleum (SRSP) which is a dog with fleas and whose placing today stinks. Then it is onto Wandisco (WAND), Gulf Keystone (GKP) - where are my fucking apologies from the morons? - Audioboom (BOOM), Challenger Acquisitions (CHAL) and the uber perma dog Sareum (SAR) before I engage in a lengthy discussion on Fitbug (FITB) another perma dog.
Published 1166 days ago
In this bonus podcast I discuss all aspects of today's UK Budget from Chancellor George Osborne. It was an intensely political budget from Mr Osborne but not one I believe in very much. I failed to mention the lifetime ISA that lets help young people overpay for housing gimmick. It will not address the real issue that is asset inflation, instead it may fuel what is a bubble that bit longer.
Published 1166 days ago
In a wide ranging podcast today I cover: 88 Energy (88E), Verona Pharma (VRP), LGO Energy (LGO), UK Oil & Gas (UKOG), Solo Oil (SOLO), the woes of Jabba The Hutt, Wandisco (WAND), Stilo (STL) and Jiasen (JSI) and I offer you a severe warning about uber-ramped Challenger Acquisitions (CHAL) where its a real PLACING AHOY
Published 1169 days ago
In this pre budget podcast I look at likely tax breaks for the North Sea and who to short after the Chancellor pisses taxpayer cash away on that, I look at the budget in general and why Osborne is a failure and then I discuss smoking and taxes on smokers which are wrong at all levels - why not a todger tax on gay bathhouses instead? I warn you that this podcast uses some colourful language. Please if you listen on itunes give it a 5* rating in response.
Published 1171 days ago
Once again if you are listening on itunes please give this podcast a 5* rating and feel free to write a glowing review. Meanwhile I discuss who has been talking bigger bollocks in the past 48 hours: Richard Chase of Nyota (NYO), Mario Draghi of the ECB or those "inners" who believe in Mario. It is a close run contest.
Published 1172 days ago
I refer you to my bonus podcast earlier for the depression note. I ask you what is the point? back to the markets and I look at another Horse Hill pump and dump, step forward Regency Mines (RGM ) and Andrew Bell. Next to dump Solo (SOLO) then UK Oil & Gas (UKOG) whatever David Lenigas tweets. Then I look at Origo (OPP) and also at Sprue Aegis (SPRP)
Published 1172 days ago
Earlier today I penned a piece on Fastjet (FJET), a company which is a crock of shit. Its PR firm, Citigate Dewe Rogerson, threatened me not about saying that Fastjet is a crock of shit but about what I said about one of its staff. I was threatened with a libel writ from Slaughter & May for inter alia suggesting that an employee was of Greek origin. This Citigate reckons is a slur as clearly it was aimed as an insult. But I live in Greece and love the place said I. But your readers do not know that said Citigate. Whatever... I reckon you do don't you? This podcast sets the record straight on all matters including me making it clear that all employees of Citigate are geniuses, the real reason my question on Fastjet is not being answered ( 3rd time lucky in terms of asking) and why I now contemplate retirement. What a silly and oppressive place the City and Britain has become.
Published 1173 days ago
I warn you that there is a lot of bad language in this podcast. I start with the balls talked by D&D on Fastjet (FJET). I have put the company on the spot as to what $20 million cash available means and I await a response. It matters big time. Then there is Andrew Bell talking balls on Horse Hill ahead of placings ahoy across the board. Then those who denied placings at Pantheon (PANR) and the posh fuckwits who spin for Scancell (SCLP). Both denied my stories. Both placed today. Folks: you know where to send your ouzo apologies. I discuss those placings and also that of Armadale (ACP) - a pisser as we own those shares. Then I discuss dire results from Glenwick (GWIK), shares in which deserve to halve and which were ramped by the same sort of mothers who ramped CEB/Andalas. The result will be the same. And also a horrid profits warnig from Tandem Group (TND) comes under the spotlight. I also mention my articles today on greedy Junior Doctors ad the BBC's woeful Trump coverage HERE
Published 1174 days ago
It is International Women's Day and I ponder how to celebrate now that the Mrs has cooked my breakfast and been made aware that my West Ham shirt needs cleaning. Then to the markets. Solgold (SOLG ) announced its placing last night - as I flagged it would at the weekend HERE - next up is Rose Petroleum (ROSE) where I flagged up the timing of the placing it must surely announce soon 90 days ago HERE. It is just about doing the bloody maths. I have a detailed look at Audioboom (BOOM) and then have a new message for the disgraced failed CEO pig that is [email protected] My other podcast to which I refer on why the sordid deal with Turkey MUST make you vote for Brexit is HERE
Published 1176 days ago
This podcast looks at three men. First is the criminal fraudster and expenses thief Rob Terry and I discuss what sort of trial and what sort of punishment needs to take place and be imposed. Then it is fund manager Neil Woodford and I look at his growing biotech headaches. Finally the greedy pig Richard Chase of Nyota. If you have not yet listened to yesterday's special on this failure of a CEO please do so and send the email I request.
Published 1177 days ago
Shares in Solgold (SOLG) raced ahead by 43% on Friday. But has anyone looked at the balance sheet and cashflow statements? It is just totally out of cash. All the money's gone. The RNS trail, is ramptastic and SP Angel (BTW what has happened to Mkango you scumbags) is bound to roger PIs with a post pump dump of a placing within days. This, and the idea that West Ham are the new Brazil and that all rugby players are homosexuals, is discussed in today's podcast.
Published 1182 days ago
Warning: The podcast contains both bad language and also a lot of abuse directed at Australians.I start with the guys who run Slater & Gordon and accept that they can't be thrown to saltwater crocs who have not eaten since Christmas. shame. Its all down to geography. I then move onto the liar David Lenigas, Rare Earth Minerals (REM) and LGO Energy (LGO). Then to Bingo Bango Bongo (BGO) WTF is going on? Petroceltic (PCI) - the new Afren in every respect - and then to 4D Pharma (DDDD), Finally I dwell on the spectre of mass unemployment in certain sectors in China, the UK and the USA and what it means.
Published 1183 days ago
In part two of this series I showed why analysing today's interims leads to just one conclusion - shares in Slater & Gordon (SGH) are going to zero or near as damn it. That podcast can be accessed HERE. Now I look at quite why the poltroons who run S&G did the Quindell (QPP) deal in the first place and why they overpaid so monstrously for a fraud
Published 1183 days ago
The interims for the 6 months to December 31 2015 from Slater & Gordon are a car crash. A$1.2 billion was spent on buying the Quindell (QPP) fraud, now the madness of that is laid bare. Slater's board should be strung up with piano wire. The shares are heading to zero or near as damn it. This podcast contains a full results analysis.
Published 1183 days ago
Slater & Gordon (SGH) interims are out and are disastrous for the Aussie poltroons. The Quindell (QPP) fraud has left S&G on its knees. But before I enjoy another ouzo I start with a look at how this car crash affects Watchstone (WTG) and for it the news is good.
Published 1183 days ago
In today's podcast I look forward to results from Slater & Gordon (SGH) at around midnight Sunday. I explain how goodwill writedowns, bank provisioning and other matters work ahead of what will be an ouzo, beer, popcorn and coke evening of joy for me. Then it is onto explaining why the MIDAS column in the Mail on Sunday penned by the silly bint Jo Hart is talking shite on Aureus Mining (AUE). You would have thought by now that Jo would have grasped the basics of how DCF models work. It seems not. Then I end on Mervyn King's warnings of a new bank crisis. I think he may be right.
Published 1184 days ago
Gregor Gregersen is clearly talking his own book here but we live in such nervous times that you might be forgiven for agreeing with what he says in this podcast interview with my colleagues at Palisade Capital.
Published 1185 days ago
I start with Jimmy Savile as I have no apologies for running this yesterday.The BBC enquiry is just another establishment cover up and I explain why. Then it is onto investor denial at Petroceltic (PCI), not at Premaitha (NIPT), but at LGO Energy (LGO). I explain why Volex (VLX) is - and always will be - a shit company. Then I ask Rob Terry and Knob Park to unblock me on twitter as we should all have an online beer and popcorn party late on Sunday when Slater & Gordon (SGH) reports its results. I'll be up to do a special podcast and it will be fun. I hope you'll be joining me and that Rob will unblock me so he can take part too. There is also a brief comment on Nyota (NYO) where the piggery by a useless CEO is about to stop.
Published 1186 days ago
I end with a look at Bango (BGO) and why I would not be tempted. I start with a look at the markets and why I remain a bear avec mon ami le grenouille Thierry, despite the markets having a big up day. Most of the podcast is dedicated to taking apart the establishment managers and other lunatics who make up the 200 business-persons against Brexit. They are wrong and they do NOT speak for business.
Published 1189 days ago
A lot of references today to yesterday's podcast covering cats and Andrew Monk's puzzles (see HERE). Today I answer the money puzzles and I am afraid there is very bad cat news indeed. So I really dont care about shares and it was not a good day for a moronic disciple of David Lenigas with 9 followers to have a go at me on twitter. As it happens I have a few things to say about Jabba who I will be nailing for good within six weeks. I also look at Nomad resignations, Auhua (ACE), DQ Entertainment (DQE), Milestone (MSG), Litebulb (LBB) and then at Magnolia (MAGP) and the wider career of Gavin Burnell.
Published 1190 days ago
Sorry for the delay with this podcast. First up I am still not smoking, second I am delayed as one of my cats seems very ill indeed. Then bloody Andrew Monk of VSA has my mind in torment with a puzzle I cannot do and another where as a chemist - and a boring boatie from Oriel - he just cannot see that there are 2 correct answers. He should have done PPE. Finally a reader demands we show balance, i.e. parrot his unbalanced view. No can do compadre. Puzzle answers in comments section below please.
Published 1192 days ago
Mr Cameron went to Brussels asking for little and came back with less. He is lying if he says otherwise and should be viewed with contempt. The reporting of this episode by the biased BBC and especially the loathsome Kayta Adler was a disgrace and reason enough not to pay your license fee. 80% of FTSE 100 bosses and the CBI said they would back Cameron even before he got his "deal". In this podcast I explain why these suits do not speak for British business and why all folks on the left or right or those who believe in liberty, freedom & truth should tell Cameron where to stick it and vote for Brexit.
Published 1193 days ago
Two matters in this bonus podcast. Secondly proposed changes to pension rules. The odious twit Jacob Rees Mogg MP calls this socialism. It is not, it is fewer tax breaks for the uber rich and I explain why chancellor Osborne should go further and tell the son of privilege Rees Mogg and others where to stick it. But first, someone accuses me of being jealous of David Lenigas as he is rich. Folks used to say I was jealous of Rob Terry's wealth and that is why I attacked him. Au contraire, fraudsters and shysters will always have more money than I but it is not their wealth that angers me but how they accumulated it as I explain for Judith W who - pathetically - posts:
Published 1196 days ago
All sorts of crap shares are going up today and some that are not crap but are just insanely overvalued. In a podcast riddled with bad langauge I discuss 88 Energy (88E), Fast Forward (FFWD), Phorm (PHRM), Hornby (HRN) and Glenwick (GWIK) among the risers and among the fallers I look at Auhua Clean (ACE), All Leisure (ALLG), Iofina (IOF), ETherapeutix (ETX), the frauds Jiasen (JSI) and Aquatic Foods (AFG) and finally I ask all the advisors (nomad, broker PR flunkies) to Magnolia (MAGP) just show shabby and dirty they feel today. If I was them I would feel sordid and ashamed. They are all beneath contempt.
Published 1198 days ago
As the equity markets deteriorate and the price of gold increases more and more mining companies are becoming financially viable and their share price is increasing substantially. Mining shares are outperforming bullion, which is a classic sign of a bull market. That is what Florian Siegfried, the celebrated fund manager, argues in the latest podcast with my colleagues at Palisade Capital. As a gold bug I must agree.
Published 1198 days ago
MPs on the Treasury select committee want George Osborne to reverse changes in the tax treatment of Buy to Let. They lie about why they are bleating and they lie about the consequences. As a dyed in the wool capitalist, I explain in this podcast why, for the good of the economy, the Chancellor must stick to his guns
Published 1200 days ago
Warning: This podcast contains a lot of bad language and images of a sexual nature. As far as I understand it, Sweden is known for the fact that 95% of its population enjoy thrashing the naked buttocks of other folk's partners at the weekend. But it is not this that concerns me but its insane Central bank which has cut interest rates again ... to minus 0.5%. I reflect on this madness and the insanity of Janet Yellen of the Federal Reserve and then on the gold price. I look at a few gold stocks racing ahead wrongly ( Condor (CNR), Goldplat (GDP) and Patagonia Gold (PGD)) and at others I might buy. I comment on the insane dead cat bounce at Motive TV (MTV) and on the odd behaviour of crony capitalist PR man Reg Hoare of TrakM8 (TRAK) and explain why its shares are still a sell. Then it is onto the deadlines for Solo Oil (SOLO) and LGO Energy (LGO) going under as Neil Ritson tries his hand at Leni-Maths. And I also have a trivial pursuit question for you all.
Published 1201 days ago
I refer at the start to my other podcast today on why the striking Junior Doctors are lying, greedy, bastards. You can listen to that HERE. Onto shares and I start with the madness of the 88 Energy (88E) share price today on a risk reward basis. Then it is onto Hornby (HRN), Renold (RNO), Global Invacom (GINV), Wandisco (WAND), Leed Resources (LDP), Golden Saint Resources (GSR), Fusionex (FXI) - target price 0p - Phorm (PHRM) and finally I ask all of you a question about Imaginatik (IMTK).
Published 1202 days ago
A bonus bearcast and a birthday request answered - how big will the next banking crisis be and are we about to suffer it? I offer up a few thoughts in this additional podcast.
Published 1208 days ago
Aquatic Foods (AFG) has been on the AIM Casino for exactly one year but its shares have slumped from 70p to 15p bid. The FD walked the plank today and surely Nomad SP Angel which raised £9.3 million for this POS 12 months ago must realise that the end is nigh. In this podcast I look at the numerous red flags. This one is going down.
Published 1211 days ago
My earlier podcast on oil was I thought very balanced but one shareholder in Gulf Keystone (GKP) disagrees as you can see in the comments section beneath that excellent Bearcast HERE. My fried you are in denial just like Comrade wildes on LGO Energy (TOAST) and those who still believe in Avanti Communications (AVN). I refer to all three stocks but Gulf in particular as I examine the various facets of this common investor trait of denial.
Published 1212 days ago
Yes once again I record with my father listening as he takes a rare break from crowing about his investment skills thanks to him owning a house. In this podcast I cover the real - and falling value of shells. Folks are just deluded if they think they are worth £500,000 even if utterly clean. Then I look at a few lessons from Peer TV (PTV) where fraud took place and I also cover Servision (SEV) once again with a warning that I have more. Those of a sensitive left wing disposition may be offended by a few jokes at the expense of my father and step mother.
Published 1212 days ago
Rob McEwen founded Goldcorp so this industry vet is clearly no fool but even as a gold bug I am not sure about his call on gold. But given his CV you cannot ignore him completely. Rob is the gues on this week's podcast with my colleagues at Palisade Capital
Published 1214 days ago
Capitalised at £70 million GTS Chemicals (GTS) has seen its shares more than double since its IPO on August 1 2014 and the stock is up 9% today. But this company is drowning in red flags. In a detailed podcast I list almost a dozen major red flags, just for starters, and explain why the shares are a sell at almost any price.
Published 1215 days ago
Bears are the new regulators, in fact the only regulators. Jabba the Hutt wants shorting banned. Worse still he is telling his deluded followers that shares in Afriag (AFRI) and his other dogs fell because of shorting. That is untrue as I explain in this podcast. I also cover: the after effects of ouzo, Frontier Resources (FRI), FastForward (FFWD), TrakM8 (TRAK), PeerTV (PTV), Sirius Minerals (SXX), London Capital (LCG) - in detail - and Jiasen (JSI)
Published 1216 days ago
Rick Rule of Sprott is perhaps the world's best known resource stock investor and thus not a man to be ignored. In this podcast with my colleagues at Palisade Capital his warning on energy stocks is clear, the opportunity - selectively - is in mining plays. I agree.
Published 1217 days ago
Okay I am celebrating the impending departure of Afriag (AFRI) from AIM so might get a bit carried away in this podcast, there is a bit of bad langauge. Other than dancing on the PLC grave of Jabba The Hutt as he tries to spin this disaster I look at: Green Dragon Gas (GDG) - PLACING AHOY - Servision (SEV), Jiasen (JSI), TrakM8 (TRAK), Fusionex (FXI), Independent Resources (IRG) and Plexus (POS).
Published 1218 days ago
I am sorry for the delayed podcast but I am only just back from time in the Grim Northern welfare safari with the mother in law and thus can now let myself go with a volley of bad language. I end with an explanation of who benefitted from the £150 million + Himex fraud at Quindell (QPP) laid bare earlier HERE and how it also affects Watchstone (WTG). Before that I talk of my annoyance on the silly blogger spats and the explain the difference between a cash shell and an investment company and why I regard our work on exposing the latter as invaluable. In the middle segment I have more bad news for oil companies such as XCite (XEL), IGAS (IGAS), Petroceltic (PCI) & Gulf Keystone (GKP) and for the sector as a whole but also for the markets. Dont blame China, we bears are still in the driving seat.
Published 1220 days ago
Naturally I still believe in gold and the metal is now showing a bit of strength - there is more to come. But - as I have noted before - you need to invest selectively. That is the thesis of Gwen Peston of Resource Maven ( another woman in mining!) who explains her views to my colleagues at Palisade Capital in this week's podcast. I am not sure about her take on China though...
Published 1222 days ago
Warning: This podcast contains bad language and some not terribly PC remarks about the Germans. A bit of an argument this morning with Paul Scott, Britain's top share blogger, on the subject of TrakM8 (TRAK). For once he sounded like a bit of a stale bull and I go through the bull excuses when faced with analysis like THIS. I am right on this one. I also cover Environmental Recycling (ENRT) and Motive TV (MTV) both of which are flea ridden dogs with puss ouzing from every pore and should be put down at once. Then it is on to Nostra Terra (NTOG) and Independent Resources (IRG) as well as Northern Petroleum (NOP) and Armadale Capital (ACP). I did not cover Corero (CNS) but I see its shares are slipping so should ask "when is the placing" and I gave Jabba The Hutt a break today but if you need a fix there is an LGO expose HERE
Published 1224 days ago
I warn you that this podcast contains bad language from the start as I discuss how - as a customer - I hate BT (BT.A) with a passion. I then move onto China Norfolk Taihua (TAIH), a brief Jabba the Hutt section on Solo Oil (SOLO) and LGO Energy (LGO) and a look at SeaEnergy (SEA). Oil disasters dominate the fallers and in that vein I cover Petroceltic (PCI), MX Oil (MXO), Iofina (IOF), Magnolia Petroleum (MAGP), Bahamas Petroleum (BPC) and Range Resources (RRL). I also have a butchers at the fun and games at Altona (ANR).
Published 1226 days ago
Right now Uranium and uranium stocks are not exactly flavour of the month. But as an energy source it is cheap, safe and reliable and there is an incredibly strong case for buying now as Cecil Musgrave explains in this week's podcast with my colleagues at Palisade Capital.
Published 1226 days ago
A detailed look at two companies, a history of fraud, panama pumps, bully boy lawyers letters and horiffic cashburn at Daniel Stewart (DAN) and Eden Research (EDEN). The end game is always zero. Warning: this podcast contains bad language
Published 1228 days ago
I see that shares in Golden Saint Resources (GSR) are collapsing and the spread is now so wide you could squeeze the fat arse and the ego of David Lenigas through it. This podcast is a tutorial on how market makers think and behave in the last days of a dying company with Golden Saint as a case study.
Published 1229 days ago
After today's twitter harassment from Yusuf Kajee of Afriag (AFRI) I was rather reminded of the Spitting Image classic below. But it's a lie. I had a good chat with Jan Nelson of Xtract (XTR) who is a nice South African and I offer a few thoughts on his company and explain why our podcast interview will be in a few days. The it is onto LGO Energy (TOAST) and Jabba The Hutt ramping, Stanley Gibbons (SGI), Premier Oil (PMO), Independent Oil & Gas (IOG) and the China frauds. I also mention the new vehicle of Andrew "piggy" Austin of IGAS Infamy which Nigel takes apart HERE. He is not a South African but should be.
Published 1232 days ago
Evil Knievil sent me a snotty email on Watchstone (WTG) of which he is long. I think he is a bit in denial. And so to are some of our readers as they respond to perfectly good articles appearing here today by our new author Cynical Bear, notably on Xtract Resources (XTR) and Challenger Acquisitions (CHAL). All this is discussed in today's podcast.
Published 1233 days ago
I deal with three sorts of folks who are in denial. Quindell (QPP)/Watchstone (WTG) owning BB nutters who still insist that Rob Terry may be innocent and I may be guilty, Paul Scott who sees value in retail stocks and the other China nutters who cannot accept that what is going on is more than a little blip. Once again I warn that this podcast contains strong language.
Published 1240 days ago
Are bulletin boards past their sell by date? What is the purpose of them? Could they ever be monitised? A podcast discusses these issues. Now it is off to lunch with Sam Antar
Published 1241 days ago
As a gold bug I look forward to 2016 with high hopes that the bear market is over and that the snap back will be rapid. But perhaps silver is an even better bet. That is the thesis of David Morgan - he explains all to my colleagues at Palisade Capital in their latest podcast.
Published 1245 days ago
I am back with my daughter's lefty Godparents in Brooklyn, New York. My daughter is also here and so thart means a few days of no swearing podcasts. Jeepers it is hard. Anyhow in this podcast I refect on post stockmarket crashes and how and why they cause certain white collar crooks to finally face justice. Yes Chris Oil and Rob Terry are mentioned.
Published 1247 days ago
This podcast with the world's best known mining stocks fund manager Rick Rule of Sprott is explosive. Naturally I agree with him on gold and precious metals being close to the bottom but it is what he tells my colleagues at Palisade Capital about lithium which is the shocker. Rick reckons that there is massive over-supply, that lithium stocks are a fad and that this bubble will burst soon...are you listening David Lenigas?
Published 1249 days ago
Merry Christmas to you all. In this podcast I reveal my seven heros of 2015 from the AIM casino and my ten villains. Yes David Lenigas does feature as does Rob Terry, Marcus Stuttard, Roland "fatty" Cornish, Paul Scott and the firm of Daniel Stewart - can you guess which category each of them are in?
Published 1249 days ago
In this podcast I discuss Chris Oil's Christmas carol, part 1 HERE and parts 2 & 3 to follow. My Christmas Carol series always gives me great pleasure to write and I hope you enjoy reading them. And I beg you to fill in the Christmas win an iPad survey HERE. Then it is onto David Lenigas, Sam Antar, Petroceltic (PCI) and Wandisco (WAND) and to what little treats are in store for tomorrow. Ho Ho Ho. Finally i wish you all a Merry Christmas, none of this PC seasons greetings bollocks from me.
Published 1250 days ago
Everything today is delayed by last minute Christmas shopping including the duck fior Christmas day and the stocking presents for the cats and by a visit to the Conservative Club as I explain. In the podcast I again warn David Lenigas and Afriag (AFRI) shareholders that I have a special Christmas Day treat just for them, just as I had for fraudster Rob Fielding of Quindell (QPP) and the convicted Nigerian fraudster Andrew O'Dua on December 25 2014 - HERE. Elsewhere I look at Sovereign Mines of Africa (SMA), Fitbug (FITB), Game Digital (GMD), Panmure Gordon (PMR), the pensioner muggers WH Ireland (WHI), Levrett (LVRT) and the shoddy scumbags at the Mail on Sunday, Pittards (PTD) and Audioboom (BOOM).
Published 1251 days ago
Cripes there is so much entertainment provided by the clowns who run shite companies on the AIM casino. Where do I start? This podcast covers Mosman Oil & Gas (MSMN), Rapidcloud (RCI), Arian Silver (AGQ), Concha (CHA), Rosslyn Data (RDT), LGO Energy (LGO), Fastjet (FJET), Afriag (TOAST), UK Oil & Gas (JOKE), Jiasen (FRAUD), Nostra Terra Oil & Gas (NTOG) and Independent Resources (IRG).
Published 1254 days ago
Do you get that sense of deja vu sometimes? Could this be 2008 all over again? That is what the dollar vigilante, Jeff Berwick argues, He says that here is enormous potential upside in gold and silver mining stocks and Bitcoin, amidst massive global instability. He warns my colleagues at Palisade Capital in this week's podcast, that the US dollar is beginning to show cracks and a Fed rate hike risks real calamity. The current situation closely really does resemble the scenario just prior to the 2008 crash I cannot disagree.
Published 1256 days ago
I am sitting here with my father in Shipston. We have just had a long argument about the deaths of Cranmer, Latimer & Ridley. Naturally we both insisted we had the facts right. I am now 1p better off as I was right. My father has gone to the White Bear early in protest. Back to the podcast, I start with US base rates and why the UK will follow and what that means (house price crash, bad for certain equities). Then it is the AIM disgrace of the day Concha (CHA), onto Afriag (AFRI), Inspirit (INSP), Ultimate Sports (USG), Fastjet (FJET), and the shocker of a July IPO Adgorithms (ADGO). It is another day of shame for AIM.
Published 1257 days ago
A kind reader points out that Rob Proctor of Audioboom (BOOM) has committed a clear breach of AIM Rules in a podcast recorded with Justin the Clown on ADVFN on Tuesday this week following the latest dire (lack of) profits warning.
Published 1257 days ago
This podcast ends with an apology to Doc Holiday. I am happy to set the record straight on which shit Patrick Cheetham stock he tipped and which was a Malcolm Stacey blunder. We start with another request for ideas on what I should get the Mrs for Christmas and thanks Mike from Scotland but it is not going to be a boob job. Then it is onto the disgrace that is African Potash (AFPO), Bonmarche (BON), retail generally, nasty remarks about Americans, Work Group (WORK) and today's Jabba The Hutt comment concerns LGO Energy (LGO)
Published 1259 days ago
Heck if you are a shareholder in a Jabba The Hutt company they might even work for you. I am on new prescription pills and flying. In today's podcast I cover LGO Energy (LGO), tiouch on Afriag (AFRI) and then InternetQ (INTQ) more on that tomorrow, target price 0p. There is a detailed look at Audioboom (BOOM) and a look at Circle Oil (COP) and Tribal (TRB) which have a lot in common with 3 big name zeros I call out in the latest UK Investor Show magazine out today HERE . Finally a look at Tertiary Minerals (TYM) and Concha (CHA)
Published 1261 days ago
I start with a hint to the oppo, that is InternetQ (INTQ), fire the lazy upper class fuckwits at FTI Consulting who you employ to do PR, they are useless as I explain in this podcast. It is then onto Condor Gold (CNR), Optibiotix (OPTI), Wildes and his trading strategy in LGO Energy (LGO) and elsewhere - the road to ruin. And finally where is Malcolm Stacey's Santa rally? It seems to be er..late.
Published 1263 days ago
I seem to be struggling to do business with my olives here in Kambos, Greece. I appear to have sold the oil - all bar 16 litres which I am taking back to the UK. But so far I have paid the press 16 Euro for the transaction which now sees it owning 200 litres of MY oil. Surely this is not right? Perhaps InternetQ (INTQ) runs the olive press? In this podcast I also cover LGO Energy (LGO) just to keep Wildes happy - Jabba the Hutt fave Rare Earth Minerals (REM) and European Metals (EMH), Concha (CHA), Tern (TERN), Imaginatik (IMTK), Peer TV (PTV) and the looming debacle at Chris Oil fave Mkango Resources.
Published 1264 days ago
The pain killers are really starting to kick in and so I must warn you that this podcast contaions some bad language. Well quite a lot of bad language actually. On the agenda are the delusional fantasists who are running both Rose Petroleum (ROSE) and Condor Gold (CNR) into the ground. There is an apology on LGO Energy (LGO) but its shares, down again today, are still toast - I discuss what a strategic review means and why Bulletin Board morons are just so blinkered...they are in love you see. Then it is onto Iofina (IOF), Quoram (QRM), InternetQ (INTQ) and the dog Fitbug (FITB)
Published 1265 days ago
In today's podcast I update you all on the olive harvest - I managed four hours in the fields today despite still being in real pain. But not as much as LGO Energy (LGO) - its RNS today smells of desperation. For strategic review read "the game is up" and that also applies to Kolar Gold (KGLD). I comment on Avanti Communications (AVN) where the share price crumble is accelerating - remember debt is crack cocaine for management but for shareholders it is bad for your wealth. I comment on Silver Falcon (SILF) and tick off the grossly irresponsible, Justin the Clown of ADVFN and also on Defenx (DFX), rapidly becoming an IPO omnishambles. Then onto InternetQ (INTQ) where it is now "game on" but I end with Antrim Energy (AEY) where a concert party of Brokerman Dan, market abuser Chris OIl and ADVFN (AFN) head honcho Clem Chambers have just taken a 3% stake.
Published 1267 days ago
In today's podcast I refer you to the earlier piece on Defenx (DFX) - here - and the critical importance of reading original documents. Then it is the fraud playbook - how companies and investors react when they are caught with their trousers down or attacked just for being overvalued. Companies mentioned include Globo (GBO), Quindell (QPP), Rare Earth Minerals (REM) and Internet Q (INTQ)
Published 1268 days ago
In this podcast I discuss OPEC and the oil price. I think you should have some oil exposure via BP (BP.A) and I am intyerested in a couple of gas plays, notably Ascent (AST). But I remain uber bearish on oil juniors as I have been (correctly) for four years. Among those heading for zero which I discuss are Gulf Keystone (GKP), Xcite Energy (XEL), IGAS (IGAS), Mosman Oil & Gas (MSMN), Northern Petroleum (NOP) and LGO Energy (LGO). And there are others take may not hit zero within a year but which still face share price decimation such as Solo (SOLO) and the Horse Shite/ Horse Hill Gatwick Gusher plays.
Published 1269 days ago
No Albanians, no work on the olive harvest yet. And now Vrechi, that is what I fear. I have yet to discuss my entanglements with Globo (GBO) and InternetQ (INTQ) with my neighbours but I am sure they will understand. I start the podcast on InternetQ and the weedy rally today. Then it is onto LGO Energy (LGO), another David Lenigas triumph. But what does Jabba The Hutt care? He sold his shares. En passant I mention UK Oil & Gas (UKOG), Motive TV (MTV) and Papua Minerals (PML) before taking a detailed look at Escher (ESCH).
Published 1270 days ago
Naturally I start the podcast with InternetQ (INTQ) after my bombshell report earlier HERE and the company's pathetic response which I counter HERE. Then it is onto DiamondCorp (DCP), Iofina (IOF), Mosman Oil & Gas (MSMN) and finally Rosslyn Data (RDT) - whose CEO just can't remember his career in adult films - but that is the least of his problems.
Published 1271 days ago
It is short podcast time as I am having issued sending material back to the UK. The Albanians did not turn up today so the olive harvest is delayed by 24 hours. It may be delayed again if I have to head to Athens on Global Shorting Conspiracy business. Things are starting to get interesting as I mention briefly and this is NOT Globo (GBO). Elsewhere I cover Edenville (EDL), Gulf Keystone (GKP), Sweet Group (CSG), Atlantic Coal (ATC), Iofina (IOF) and African Potash (AFPO). Warning: this podcast contains bad language and rather too many references to Britain's most talented chanteuse Ms Cheryl Cole.
Published 1278 days ago
To misquote the Beatles I am back in the EU.S.S.R and so this podcast again contains bad language and sexist comments. I am off the leash again. In it I naturally mention David Lenigas ..more on Jabba tomorrow. Then it is onto SeaEnergy (SEA), Clontarf (CLON), Weatherly (WTI), Tungsten (TUNG), Odey Asset Management, Kefi (KEFI) and a Russian hairdresser with very large breasts.
Published 1279 days ago
Another podcast recorded at 6.30 AM in the apartment of my daighter's 80 year old Godparents in Brooklyn. So no shouting and no swearing. The lack of swearing seems to upset more folks than it pleases and so I shall be back to normal, God willing, tomorrow. In this bearcast I cover the joke at Golden Saint Resources (GSR), how to make money on AIM wth a Peter Lynch tale, InternetQ (INTQ), Creston (CRE), Tangent (TNG), Iofina (IOF) and Chamberlin (CMH)
Published 1283 days ago
In today's podcast I deal with reader complaints that we have not given enough coverage to the various business interests of fat Aussie share ramper Jabba The Hutt. And so I cover Lenigas Cuba (CUBA), Big Jabba's preposterous claims about liquidity on ISDX and Solo Oil (SOLO) - placing ahoy! I also look at Mosman Oil & Gas (MSMN) - more shite from poltroons from the land where most folk are descended from convicts - Flying Brands (FBDU), 88 Energy (88), Kea Petroleum (TOAST), JQW (FRAUD), Northern Petroleum (NOP), Optibiotix (OPTI) and African Potash (AFPO). I also deal with some wanker on twitter who thinks I am a sexist and wants to have a fight with me and ask more questions about market abuser Chris Oil AIM IPO car crash waiting to happen, Mkango Resources
Published 1284 days ago
In this podcast I once again tantalise Lord David Bick - PR bully boy to Del Boy Lenigas - a new discussion is at the end. I start with Rare Earth Minerals (REM) - following up from here - then move onto Leed Resources (LDP), New World (NEW), Poundland (PLND), Optibiotix (OPTI), Bovis Homes (BVS), Johsnton Press (JPR) and fianlly to Solo Oil (SOLO), a company associated with Jabba the Hutt.
Published 1285 days ago
I am asked to be nice to Globo (GBO) non exec Gavin Burnell. I am afraid that I cannot be because with reward ( and Gavin had made more than £100,000 a year as a Globo NED if one includes share sales) comes risk. For AIM to work he needs now to face risk as I explain. Then it is onto New World Oil & Gas (NEW) and why some folks are setting themselves up to lose money (again). Finally more bad news for market abuser Chris Oil regarding his latest car crash of an IPO, Mkango Resources
Published 1286 days ago
In today's podcast I start with my thoughts on the NHS. Guardian readers may wish to fast forward past that.Then it is onto assisting a twitter dickead (not David Lenigas) on Reach4Entertainment (R4E) and Nigel Wray. Then it is onto CDialogues (CDOG), blinkx (BLNX) and Havelock Europa (HVE). Finally a few more words on Gulf Keystone (GKP), Alba (ALBA) and Horse Hill.
Published 1287 days ago
I am in Shipston with my father who has just won a premium bond. I discuss this ahead of spending it in the White Bear. Also how I deal with charities who call him. Then it is onto David Lenigas at the start with Lenigas Cuba (CUBA) and at the end with Rare Earth Minerals (REM). In between I look at Velox3 (VLOX), Juridica (JIL), Oilex (OEX), Phorm (PHRM), JQW (FRAUD), my anger at Reach4Entertainment (R4E), Paragon Diamonds (PRG) and I give Northern Petroleum (NOP) a well deserved kicking. Warning - this podcast contains strong language which some may find offensive. C'est la vie.
Published 1288 days ago
In this podcast I go back to the Paris attacks. What does it mean for shares. The truth is that I don't care, what happened is not about money. But I answer your questions anyway. Then it is onto David Lenigas: questions, questions, questions and more to come later tonight.
Published 1291 days ago
In this podcast i start with two shares on the up: Optibiotix (OPTI) and Volex (VLX). One's a dog and it is not Optibiotix. There is a word on Finnaust (FAM) a caveat on yesterday's bearcast. Then onto Ascent Resources (AST) - that may surprise you - Oilex (OEX), Rolls Royce (RR), Ubisense (UBI), Communisis (CMS), Spire Health (SPI) and Atlas Developments (ADSS) where flip flop is talking more nonsense.
Published 1292 days ago
A few minutes ago flip flop Ben Turney - who has called this stock disastrously wrong - once again put the bull case for shares in Gulf Keystone (GKP) at 27p. I've been a bear from 180p all the way down. I remain a bear. My initial target is sub 10p but this could be a zero. I explain all in another mini podcast.
Published 1292 days ago
Naturally I start with the big news of the day - an update on the annual medical of my two cats Tara and Oakley. Then it is onto explaining who gets to define boring, spitefull and vendetta in terms of my earlier podcast on overvalued junk Uk Oil & Gas (UKOG). Then why Gary Newman is wrong on Plethora (PLE). Then onto Finnaust (FAM), Gulf Marine (GMS), Centaur Media (CAU) and POS Golden Saint Resources (GSR)
Published 1292 days ago
A short podcast on UK Oil & Gas (UKOG). Are the shares a buy or a sell at 0.95p. At a fundamental, technical and trading level they are a sell as I explain.
Published 1294 days ago
Quindell (QPP) later. For now, in today's podcast I look at Goals Soccer Centres (GOAL), Red24 (REDT), JQW (FRAUD), Kenmare (KMR), Sareum (SAR), Falanx (FLX), LGO Energy (CRAPCO) and Lenigas Cuba (JOKECO)
Published 1295 days ago
As you can tell from the start of this podcast I am a tad pissed off with life. Anyhow I then move onto debt. State debt, corporate debt and personal debt. It is like crack cocaine. It is addictive and in the end it is lethal. I warn you what to look for in stocks to avoid this poison. I refer to Mark Littlewood's headline talk on this matter at Gold & Bears in three weeks time.
Published 1296 days ago
I am still recovering from lunch with Paul Scott yesterday. It was great fun but I have no idea how I made it back to Bristol and now I want to go to bed again. In this podcast I discuss the idea of investing in bad companies at the right time. I look at Rob Terry's antics on Friday at Daniel Stewart (DAN) and Imaginatik (IMTK) and discuss flip flop tipping Red Rock Resources (RRR).
Published 1299 days ago
On today's podcast I start with a couple of risers: Berkeley Energy (BKY) - where's my apology Brokerman Dan? And Optibiotix (OPTI) - you know I am not totally useless at long tips. Then onto the losers: Galasys (GLS), TyraTech (TYR), Northern Petroleum (NOP). Then it is Golden Saint Resources (GSR) where I also try to help out hapless compliance officer the Northern Slum refugee Richard "Gollum" Gill by explaining the rules about a financial promotion. I missed out FastJet (FJET) - down on weak passenger data, can anyone remember anyone involved in its IPO who might be a red flag? Then I turn my attention to David Lenigas, the boiler room and Inspirit (INSP).
Published 1300 days ago
This podcast ends with me thanking many readers for making me laugh. Before that I look at Lenigas Cuba (CUBA) and suggest that all 2p investors contact the Financial Ombudsman now. Then I discuss the - unfashionable - idea of taking responsibility for our own actions. Then I cover the fraud Globo (GBO) before looking at LGO Energy (LGO) and Inspirit (INSP) where placings loom very soon indeed. Then I cover World Careers Network (WOR), Standard Chartered (STAN), PeerTV (PTV) and Getech (GTC).
Published 1302 days ago
In this podcast I look at Roger Lawson of ShareSoc and his latest ludicrous statements on Globo (GBO). Does he not realise it is game over. Bust. A fraud. A dead parrot.,Yet he still snipes athe bears and makes suggestions for the way forward. Then it is over to ISDX and its supporters - the young and naive - flip flop Turney and those with other motives, David Lenigas. I write in light of the humiliating failure of the Lenigas Cuba fundraise - see HERE
Published 1303 days ago
This podcast should really be a tutorial in red flag analysis. In it I endeavour to cover every single lesson you can learn from the Globo (GBO) fraud - I hope it makes you look at your portfolio of shares in other companies in a more critical manner.
Published 1307 days ago
A busy day with my daughter beckons. In the evening it is the new James Bond film. But first a lunchtime bootcamp with Uncle Chris (Booker) to put her straight on the Evil Empire, the EU. In the podcast I ask if InternetQ (INTQ) is the new Globo (GBO)? Then I look at Chemring (CHG), Dialight (DIA) - another win for the bears - Afren (AFR) gets a mention as does LGO Energy (LGO), BP (BP.), Union Jack Oil & Gas (UJO) and - just to niggle Wildes - Premaitha (NIPT) whose shares are moving ahead nicely - more to go there!
Published 1308 days ago
I am in a rush, as I explain in this podcast. But I am also in a good mood. I may well have a celebratory ouzo for lunch as I think of the Council House morons who bought shares in Globo (GBO) last week just because I was a bear. Enjoy poverty peasants. So I cover Globo, Sareum (SAR), Trinity Exploration (TRIN), Lombard Risk Management (LRM), Eden Research (EDEN), CEB Resources (CEB) and Scancell (SCLP)
Published 1309 days ago
In today's podcast I look at the Portugal Coup and what it means for the EU and the Euro. Then onto profits warnings and where I see equities going and finally a note on Mark Carney, UK base rates and UK house prices.
Published 1310 days ago
In today's podcast I cheer on Paul Scott in his twitter battle with Roger Lawson (see HERE). Then it is onto Globo (GBO) and where we are now. Then I look at the companies announcing at no-one is watching O'Clock yesterday: IGAS (IGAS), EKF Diagnostics (EKF), ADVFN (AFN) and Gulf Keystone (GKP)
Published 1311 days ago
A wide ranging little podcast with none of the bad language ( well less) in my earlier bearcast on CEB Resources (CEB) and its scumbag CEO Dave Whitby (HERE). In this edition I cover Globo (GBO), Daniel Stewart (DAN) – with breaking news - Northbridge Industrial (NBI), Auhua (ACE), New World Oil & Gas (NEW), ADVFN (AFN), Sefton Resources (SER) Holders Technology (HDT) and Northern Petroleum (NOP)
Published 1312 days ago
Thanks for all your messages regarding the legal triumph, I comment en passant. Then the podcast turns to the nonsense that flip flop Ben Turney is spouting. I am beginning to think that Old Malcolm Stacey is not the only mad lefty on this website. Then onto Globo (GBO) and more news on "that report" and analysis of the potential for disaster at Cambian (CMBN) even AFTER today's dire warning. There is comment on what is happening at SIG (SHI) and Travis Perkins (TPK) and then onto events at Afriag (AFRI - when's the placing - and growing evidence that the Lenigas Cuba IPO is not exactly flying. Oh... and Northbridge (NBI) when's the profits warning?
Published 1315 days ago
Today's podcast finds me in a panic as Oakley and I need to do frantic tidying before the Mrs returns to cover our respective sins. Meanwhile Tara the cat is also misbehaving. On the agenda - the great unravels at LGO Energy (LGO) but more especially Tribal Group (TRB) - the latter getting a thorough analysis. Then it is onto JQW (JQW), Alba Minerals (ALba) and the Horse Hill/Horse Shite prospect and Michelmersh Brick (MBH) which leaves me confused, perhaps Chris Bailey of Financial Orbit is geekish enough to assist?
Published 1317 days ago
In this podcast I explain why flip flop Ben Turney is wrong about cleaning up AIM. You dont need new rules or protections just the draconian implementation of existing rules against individuals (natch including Chris Oil). Then it is onto the court case next week and finally a demolition of CIC Gold (CICG)
Published 1318 days ago
On today's podcast I discuss why the looming battle in the High Court is so important and why the morons cheering on Julian Hamilton Barns against my foxy legal team prove themselves morons for doing so. Then onto Fishing Republic (FISH) with more fishiness revealed followed by Gulfsands Petrolem (GPX), Sefton Resources (SER), Capital Lease Aviation (CLA), Record (REC), Auhua (ACE) and finally a long piece on UK Oil & Gas (UKOG), analysing it - something its moronic bulletin board cheerleaders patently fail to do.
Published 1320 days ago
Sorry for the delay, blame lunch with Lucian. In this podcast I discuss questions about Lenigas Cuba (CUBA) and read out a confidential email. Then there is the incompetency of the dicksplash lawyers seeking to injunct me, the new idiocy of some UK Oil & Gas (UKOG) shareholders and then onto Sula Iron (SULA), Sefton (SER), the movng to ISDX business, Eden Research (EDEN), Environmental Recycling (ENRT), African Potash (AFPO), Alba Minerals (ALBA) - placing ahoy - and Cloudbuy (CBUY), ditto.
Published 1321 days ago
In today's podcast I look at yesterday's Quindell (QPP) news, Big David Lenigas and his ramping and personal abuse (if he wants a war then I'm up for it), Golden Saint Resources (GSR) and what Roland "Fatty" Cornish should do now, Sefton Resources (SER), Galantas Gold (GAL), Auhua Clean Energy (ACE), long term AIM dog Image Scan Holdings (IGE) and SeaEnergy (SEA)
Published 1323 days ago
Daniel Dunkley of the Sunday Times business section is a tosser devoid of professional ethics. I explain why in this podcast and also why the deadwood press is a corrupt propaganda machine contribution to its own demographics driven demise. Then it is on to a session on value investing looking at Stanley Gibbons (SGI) and Surgical Innovations (SUN) with an en passant mention of today’s episode of Carry on up the Sefton (SER) thrown in.
Published 1323 days ago
I am all in.” If you buy assets at the bottom of the market, you create value. If you buy it at the top of the market, you destroy value.” Those are the words of Keith Neumeyer a 30 year investment veteran who has invested his entire net wealth in just two silver companies! So why is he so bullish on silver and on silver equities not physical? Keith makes some very interesting points in this week’s podcast with my colleagues at Palisade Radio.
Published 1325 days ago
In today's podcast I get a little help from Professor Ben Edelman as I discuss: blinkx (BLNX), Iofina (IOF), Adgorithms (ADGO), SeaEnergy (SEA) and Sefton Resources (SER). I have avoided mentioning Paul Scott since he has declined to send me any more tips on his guidance for healthy living for at least 48 hours.
Published 1326 days ago
Naturally I have a complete box set of both the Rambo and the Rocky films on DVD. I have suggested to my Mrs and her mad lefty friends that we have a relaxing weekend in watching both box sets but for some reason they don't seem too keen. Perhaps they would settle for Delta Force? Did I read that there wil be a new Rambo film where he takes on ISIS? Bring it on. The quote is prompted by a threatening email received from the boss of a firm booted off the AIM casino. It will not wash. In this podcast I discuss Belzone Mining (BZM), aka Bellend Mining, Cloudbuy (CBUY), Inspirit (INSP) where I suspect the next news from the David Lenigas boiler room will be another placing, Sareum (SAR), Motive TV (MTV) and Getafix Stacey fave Feedback (FDBK).
Published 1327 days ago
In today's podcast I reveal how Paul Scott thinks we can all attain the body beautiful. I then move on to discuss Iofina (IOF), madness, sheer madness on buy to let, Grafenia (GRA), Botswana Diamonds (BOD), Boxhill Tech (BOX), JQW (JQW), Jiasen (JSI) and the crony capitalist beanfeast tomorrow YOU are paying for at the AIM awards dinner. I am angry about that and also discuss, in anger, SeaEnergy (SEA) and Eclectic Bars (BAR)
Published 1328 days ago
I am not picking on Mariana Resources too much. Okay I am and did so HERE. But the point in this podcast is to show how the actions of Mariana in destroying shareholder value while the crony capitalists plunder and profit are just symptomatic of how AIM works as a whole. I also cover Stanley Gibbons (SGI), Paragon Entertainment (PEL), the scumbags at Mosman Oil & Gas (MSMN), Iofina (IOF), BTG (BTG) and Volex (VLX).
Published 1329 days ago
A visit to the quack today was not good news but at least the woes of English rugby and LGO Energy (LGO) are there to cheer me up. in this podcast I discuss Alexander Mining (AXM), Cloudbuy (CBUY), the hoods at Equities First Holdings LLC (EFH), Daniel Stewart (DAN), Imaginatik (IMTK), Wandisco (WAND), Mirada (MIRA), Range Resources (RRL), tech stocks vs mining stocks, Amanda Van Dyke and, to end, I can't resist a cheap joke about the rugby.
Published 1333 days ago
I had sme great news just now but cannot share it with you. On the other hand my day has been cursed. PR girl fuckwits calling during bearcast, Paragon Diamonds (PRG) owning morons on twitter and above all - since flip flop is on holiday - I have to sub Zak Mir's copy. Please God what have I done to deserve this? I comment on Paragon, Churchill Mining (CHL), Forte Energy (FTE), LGO Energy (LGO), Golden Saint Resources (GSR), Horizonte Minerals (HZM) and the loons who love CEB Resources (CEB) and why they are loons. I am now off to work on a cracking new mining share tip for Monday on the Nifty Fifty.
Published 1334 days ago
Interupted by fckwit PR men and a host of other things this is not a good day. But at least in 48 hours Pizza hardman Darren Atwater has the FSAL headache and I shall be away from acursed London and back in Bristol. On the podcast today: Outsourcery (OUT), Wandicso (WAND), Paragon Diamonds (PRG), Sefton Resources (SER), Fitbug (FITB), Koovs (KOOV), Boohoo.com (BOO), Daniel Stewart (DAN), Golden Saint Resources (GSR) and Blur (BLUR).
Published 1336 days ago
I am in a very good mood today whick means that this podcast is dripping with venom. On the agenda/ hit list: CEB Resources (CEB), EServGlobal (ESV), Rose Petroleum (ROSE), Jiasen (JSI), Geong (GNG) and Tern (TERN). Now I must go and prepare for my great debate tonight with the Evil Bankster.
Published 1337 days ago
Featurng all your favourite players in this mad old tale: Craig Whyte, Charles Green, Aiden Earley, Paul Shackleton, WH Ireland, Dave King, Mike Ashley, Old Mother Worthington (WRN) et al. The big question is whether Rangers FC (RFC) can get a stockmarket flotation away and if so when? It is that which I try to answer in this podcast
Published 1337 days ago
In today's podcast I reflect on the Wales triumph last night but on a bigger triumph: landing Sam Antar for Gold & Bears on November 28 - the speaker lineup is now full. Go book now as Sam is a superstar. Then onto Globo (GBO), Avanti Communications (AVN), APR Energy (APR) and how to play the UK housing bubble as a bear. And I explain why it is a total bubble.
Published 1338 days ago
In today's podacst I start with an apology to India from yesterday's Bearcast. Then it is on to defend Malcolm Stacey for his column today on refugees - for once the old boy is 100% correct although most folks seem to disagree. Then it is onto Zak's piss poor analysis of China frauds (HERE). Finally CEB Resources (CEB) which looks like a totally overvalued AIM Casino ramp.
Published 1339 days ago
In this podcast I have hot gossip concerning ex IGAS (IGAS) boss Andrew "Piggy" Austin - I know that Wildes will be shouting karma! I also look at Ultima Networks (UTN), Jiasen (JSI) and Bagir (BAGR) and have a snippet of information on Sefton (SER) regarding Jimmyliar Ellerton and foxy Carol
Published 1340 days ago
In a wide ranging podcast I once again praise the great share blogger Paul Scott, if only to annoy those Bulletin Board Morons who wish to see us be nasty to each other. That will not happen. Elsewhere I comment on LGO Energy (LGO), UK Oil & Gas (UKOG), Armadale Capital (ACP), RM2 International (RM2), London Capital (LCG), JQW (JQW), IMC Exploration and that scumbag Liam McGrattan of US Oil & Gas (USOP) infamy and what that says about Standard Listings, and also on Tungsten (TUNG).
Published 1341 days ago
The countdown to Corrie live is underway. If you wish to understand what life is really like in the muder and drug dealing infested sexual hothouse that is the Grim Northern welfare safari tune in tonight. How can I compete with that in a podcast? But I do my best discussing Golden Saint Resources (GSR), JQW (JQW), Vmoto (VMT), Wandisco (WAND), Publishing Tech (PTO), Daniel Stewart (DAN) and Plethora (PLE)
Published 1343 days ago
So much to discuss today on the podcast. On this wet day in Bristol my life is brightened by a stream of disastrous RNS announcements. In no particular order I discuss Geong (GNG), Vmoto (VMT), Jiasen (JSI), JQW (JQW), RSA (RSA), Boohoo (BOO) - why the UK's top share blogger Paul Scott is wrong - LGO Energy (LGO), oil prices, Antrim Energy (AEY), Belgravium (BVM), Arian Silver (AGQ), Audioboom (BOOM), Proxama Resources (PROX) and in a bit of detail Seeing Machines (SEE).
Published 1344 days ago
There will be two podcasts today. Later on it is companies. But I start with my analysis of the Greek Election result and what it means and also a look at the creeping growth of PR and what it means - heck you are paying for this burgeoning community of parasites.
Published 1344 days ago
In today's podcast I cover Big Dave Lenigas, LGO Energy (LGO), Sefton Resources (SER) and Pinsent Masons and Boohoo (BOO), ASOS (ASC) and the unsustainability of super normal margins at a general level
Published 1345 days ago
I start this podcast with a mention of my personal weekly podcats this week - The Orwellian BBC is not fit for purpose - you can catch it here. Then onto Wildes, LGO Energy (LGO), Sefton (SER) and the consequences of wage inflation and the abandonment of sound money.
Published 1347 days ago
In today's podcast I celebate Fiji - come on guys, the Celtic World expects. Then onto how Goldman Sachs got the FOMC to carry on blowing bubbles and the to the farce carry on up the Sefton (SER) - Raylene Whitford has quit. Then to New World Oil & Gas (NEW), Ferrexpro (FXPO), Arian Silver (AGQ), Monitise (MONI), Metals Exploration (MTL) and LGO Energy (LGO - The Sheriff of AIM vindicated once again
Published 1347 days ago
For once I agree with former Comrade bank robber Brokerman Dan. If a company pays a writer such as Malcolm Graham Wood to write "research" he must declare it. This podcast also covers Techfinancials (TECH), Fitbug (FITB) and Motive TV (MTV)
Published 1350 days ago
Take two on this podcast as I was rudely interrupted first tme around by someone from the Grim Northern post industrial welfare safaris making his day's calls before sitting down to watch the Jeremy Kyle show. On today's show I look at Eden Research (EDEN), Mosman Oil & Gas (MSMN), Daniel Stewart (DAN), Globo (GBO), Sareum (SAR), Tern (TERN), Hydrogen (HYDG) and Golden Saint Resources (GSR). Trivia question of the day: which THREE of those companies have NOT sent me a lawyers letter or reported me to the rozzers?
Published 1351 days ago
This is the first podcast using the Audioboom (BOOM) platform - if it sounds rubbish/does not arrive blame the IT klutz me not Rob Proctor. In today's offering I look at Haike Chemical (HAIK), Jiasen (JSI), Camkids (CAMK), ValirX (VAL) and a few other matters en passant.
Published 1352 days ago
In today's podcast I look at the Greek Election next week. The voting is irrelevant, Angela Merkel will remain in charge whoever wins. Greece is still fucked and I explain why. Then it is onto interest rates in the US and UK - the FOMC meets on Thursday. Then asset bubbles and crowdfunding - an en passant mention for Vitesse Media. Finally to Hotel Corp (HCP) and the disgraceful smear compaihn by crony capitalist motherfucker Derek Short and Shore Cap against Marcus Yeoman. I have some bad news for Short & Shore Capital. Warning: this section contains some bad language.
Published 1352 days ago
In this podcast I answer yesterday's quiz question and then celebrate the election of Comrade Jeremy Corbyn to the leadership of the Labour party. The Tories are in thrall to big business and crony capitalists and Comrade Corbyn at least ensures real questions are asked as we sleep walk over the abyss on so many fronts. I then put Comrade Dan Levi straight on insider dealing laws with relation to his latest spurious allegations about flip flop Ben Turney. Then there is a wider look at the markets.
Published 1352 days ago
The latest Financial Orbit Speaks enhanced podcast by Chris Bailey, focuses on the week's key macroeconomic news and why the key remains specific theme and individual stock selection in the current market backdrop. This edition focuses on current market challenges, reasons to be both optimistic and pessimistic, plus also why cheap breakfasts and inexperienced CEOs provide insight.
Published 1353 days ago
It is 9/11 and I look back 14 years. I also reflect on the Orwellian way we all viewed Syria earlier this week. Looking forward, we have sold 90% of the restaurant in Clerkenwell to the pizza hardman Darren Atwater. we end up slightly ahead on the deal but I have had enough of running businesses and blame my own old age and the Tories for that. This is the start of my wind-down. On AIM its a cracking day with another China fraud kill, China Chaintek (CTEK) and more fun and games at Mosman Oil & Gas (MSMN), Redhall (RHL), Monitise (MONI), Sefton Resources (SER, Cloudbuy (CBUY) and Golden Saint Resources (GSR). And I am getting into bed with Rob Proctor of Audioboom (BOOM). Not literally but...well I explain in full. in the podcast.
Published 1354 days ago
A relatively short podcast today from Shipston in Warwickshire as I am recovering from falling down the stairs. No. Before you ask, I was sober as a judge. On the agenda today: a chat with Nigel Wray, Sefton Resources (SER), Gable (GAH), Herencia Resources (HER), China Chaintek (CTEK) and Tern. I forgot to mention Audioboom (BOOM) - more on that tomorrow.
Published 1357 days ago
A wide ranging podcast today from my rather cold garage in Bristol. Why oh why cant I be in Greece? In today's issue I sart with the disgraceful antics of the directors of AIM casino shocker The Hotel Corp (HCP) and Shore Capital. Pledge your support to Marcus Yeoman [email protected] now! Then I turn to Oxford Instruments (OXIG), SQS Software (SQS) which gets a major doing over, Fitbug (FITB), Tern (TERN) and M Winkworth (WINK) where my thoughts are more about UK house prices than about the company itself.
Published 1358 days ago
A play on the great Margaret Thatcher speech from 1980. If you have forgotten it the video is below. In this podcast I look at Greece and its Election. It does not matter. Whover wins the most votes Angela Merkel will still be running the Hellenic Republic after the polls close. Then onto an interesting threat to stockbrokers such as Hargreaves Lansdowne. Finally onto Tern. I do not dislike Angus Forrest but discuss issues of corporate transparency and valuation.
Published 1386 days ago
Two bad things today. West Ham kick off what is bound to be another season of Premiership disaster and more importantly my cat Tara seems to be very sick. Seeking distraction I read the Sunday financial press and feel disgusted, a sense of being made nauseous by the stench of corruption everywhere. Afren, Quindell, the financial press, it is tempting just to give up on shares. Is not the whole game rigged by the crony capitalists? It is not. But a lot of it is as I explain in this podcast. I end by explaining why my emails will go unanswered for days and twitter ignored almost completely for the next seven weeks. I have an urgent deadline.
Published 1392 days ago
An odd day yesterday had me reflecting on how QE and low base rates had skewed life but how that is all about to change. A bearish podcast on equity prices and UK house prices. Then onto Sefton, Armour Group and Monitise.
Published 1393 days ago
My father is at Church and the the pub and so I am able to record a quick podcast covering three themes. First the snearing and dying deadwood press - something prompted by THIS. Then interest rates. And then Wandisco. For more on Wandisco, as mentioned in the bearcast, and on many other matters including why Rob Terry of Quindell (QPP) infamy will go to prison, read the latest Uk Investor Show magazine out this weekend HERE
Published 1395 days ago
In today's podcast I look at what is the critical lesson we draw from Afren's demise - that debt is crack cocaine for CEOs. Then there is the wider issue prompted by an RNS at no-one is watching O'clock Friday from Staffline of executive share options, LTIPs and greed.
Published 1401 days ago
And so we have another of the occasional bearcasts. Drawn away from raspberries and the good news that Chapter 1 of the novel is completed, by the preposterous David Lenigas I comment on that but then also on why I am bearish on equities and then to what sort of stocks will collapse in a bear market. I also look at companies that claim to be drowning in cash yet have debts. The podcasts covers Jiasen, Globo, Avanti Communications, Audioboom and a few other matters.
Published 1408 days ago
My MCC card is in my pocket but I am, again, missing the Lords test on a glorious Saturday. One year... I then take this podcast to the China AIM frauds. By next Wednesday 4 will have been booted off the casino so far this year, I refer you to a superb piece out earlier today HERE. I chatted late at night last week to an emerging markets fund manager and thus offer up more thoughts on these frauds. Then it is onto how the 900 companies on AIM that need funding will get it and in this section I look again at valiRx.
Published 1409 days ago
Once again I find myself at Free Speech & Liberty Pizza alongside foxy Beatrix from Budapest who tells me that she is a keen reader of George Orwell. She says all the right things. I bet you are all insanely jealous of me. I digress. In this podcast I discuss Tomco, New World Oil & Gas, Frontier Resources, Fitbug, Gable Holdings and Daniel Stewart where I hear bad things abut the cash burn.
Published 1411 days ago
I am not at my sharpest, the Irish gene was at work last night. Working through a hangover I welcome foxy Beatrix from Budepest to Free Speech & Liberty Pizza as a replacement for the disgraced witch Christina from the Carpathians. Back in the world of shares this podcast looks at Mosman Oil & Gas and JD Wetherspoon then onto Rurelec, Falanx and Jiasen. Finally, I have a detailed discussion about the Rob Terry stocks, Imaginatik (read Steve Moore's piece today) and Daniel Stewart - when the insider and fraudster is led away in cuffs as he surely will be both these stocks will collapse.
Published 1413 days ago
In this podcast I start by plugging today's weekly postcard on TomWinnifrith.com-why to go to Greece NOW and a few off the beaten track ideas on where to go. I then move onto the fate of the Euro and a discussion of what company's do NOT say that is such a red flag - reference Mosman and Audioboom.
Published 1416 days ago
A brief podcast as I prepare to spend a morning on the beach with the Mrs. Then it is off to Athens. She thinks she is seeing a la dee da play. I am heading there for riot porn as the Greece Grexit crisis hots up again. Is Tsipras planning to betray the Hellenic Republic? Will he get away with it? Will Greece be booted out of the Euro anyway by the Krauts? Then a few words on the farce at Sefton as Jimmyliar Ellerton tries to make it go bankrupt via legal means. And then to the con Worthington.
Published 1417 days ago
Once again IT issues in Greece delay this podcast. I start by explianing why the reaction of Paul Scott and the craven deadwood press to the new national living wage proposed by George Osborne displays 100% economic illiteracy. It is simply a transfer of wealth from business to the State, the poor will gain nothing. Then onto defending David Lenigas and Andrew Bell from some of the sillier comments made by some folk and to explian why flip flop Ben Turney is again wrong on New World Oil & Gas. hats off to Paul Curtis for the silliest remark of the day as I stck the boot into Gulf Keystone and then also to the prep, pump and dump at Beowulf Mining. And finally I have another go at biotech dog ValiRx.
Published 1418 days ago
This has been delayed by certain IT issues here in the Hellenic Republic. I start the podcast on Greece then onto China and finally to chancellor George Osborne and his budget - the guy is a prize twat. At a company level I look at Azonto Petroleum, Monitise ( TSOA wins again!), Red Rock Resources and the fraud Jiasen.
Published 1419 days ago
As an experiment I tried to upload this direct, rather than via Pizza Hardman Darren Atwater, but could not work out how to upload my photo so had to use an alternative. In today's podcast I look at Greece, China (the real story of the day), Sefton, Fitbug, Phorm, Stratmin Global and fat cats. Real fat cats like Oakley not fat cats like Sir Martin Sorrell.
Published 1421 days ago
Polls close here in Athens in just over three hours. I shall shortly head off to my local polling station to have a final butchers and then to Syntagma Square to sit underneath the Greek parliament as the results come in. I shall blog away here on ShareProphets as Greece decides whether it is Oxi or nai. Pro tem this podcast covers Greece, China, Quindell and UK House prices.
Published 1422 days ago
Happy Independence day to our American listeners. My prayers are that tomorrow Greece votes for freedom and votes Oxi! But will it? And what does that mean for the Euro and shares. I note Goldman Sachs claims that a Nai vote will see global equities rise by 10%. Hmmm, I think it misses the bear in the China shop. A few thoughts brought to you from Athens in today's podcast.
Published 1423 days ago
I start this podcast with a few developments on the ground here in Greece - tonight sees two mass demos which I shall be attending and reporting back on. Then it is on to Phorm, Provexis, Ubisense, Jiasen ( smoking gun located?) and the other China Norfolks, Netcall and Cenkos where conversation naturally turns to its role in the Quindell fraud and what the fallout will be.
Published 1425 days ago
I forgot to mention convicted felon Champagne Charlie Gibson in the podcast. Silly me. But in case you have forgotten why he is a felon go HERE and why I am going to keep mentioning it go HERE. In the actual Bearcast I look at Sirius Minerals and Monitise and then have breaking news on the unlikely hero of the day China fraud specialist Mr Paul Shackleton and bad news for investors in Gate Ventures. Then it is onto Daniel Stewart with a bad Winston Churchill parody. Then onto Speedy Hire, Lightwaverf, Independent Oil & Gas and Phorm where the chickens are coming home to roost, at last.
Published 1426 days ago
In today's regular podcast I decide that I am not yet bored of niggling the felon Charlie Gibson so remind you again of his naughty antics (HERE) - his colleague really should not have been such a beastly apologist for crime last night (HERE). Then onto business. China is more of an issue than Greece. Then there are the China frauds and I predict bad things for Gate, Geong and Jiasen and call on Gate to fess up to is real Nomad position. Then onto William Sinclair, Torotrak and Motive TV. And I also discuss why I am not quite so mega bearish as you might think.
Published 1428 days ago
In today's podcast I look at events in Greece and China and the nature of asset bubbles. I will deal with ISIS in my weekly postcard on TomWinnifrith.com later.
Published 1428 days ago
You know that I am a stockmarket bear and so I find it hard to disagree with the best selling author of Rich Dad, Poor Dad, Robert Kiyosaki who is making a big call for 2016. He was the guest of my colleagues at Palisade Capital on this week's podcast and makes some very valid points.
Published 1431 days ago
In today's podcast I relay my experience of Argos, there is always something new in life. Anyhow I now have new headphones so I hope the sound quality is better. Then onto Daniel Stewart, Rob Terry, Imaginatik, Mwana Africa, ValirX, biotech in general, Auhua Clean and IGAS
Published 1432 days ago
I keep having this odd image of Malcolm Stacey. He lives among the heathen celts of Wales and is a self confessed money tree worshipper, an older man with white hair - he is Getafix, the druid from Asterix the Gaul. Getafix heads off into the woods with his sickle to hack away mistletoe to make potions. Malcolm heads off into the woods to hack away at the money tree and then brews up a potion.
Published 1433 days ago
Not at my sharpest today - blame Zak Mir. In this podcast I cover ADVFN, Imagantik, Alecto, Greka Drilling, Green Dragon Gas, Monitise, Auhua, Falanx, Jiasen and its 25th June date.
Published 1435 days ago
Greece Weekend is upon us and nothing has been fixed! That is according to Bill Holter, a returning guest on the podcast produced by my colleagues at Palisade Capital. Bill Holter is very vocal on how corrupt governments and central banks are mismanaging (or outright destroying) the western economy, before our very eyes. You have been warned.
Published 1436 days ago
In this podcast I look at Greece as the great day of Grexit may actually be upon us as soon as tomorrow. What will happen and what shoukd happen and how will it effect the rest of us?
Published 1437 days ago
My podcast starts with Ben Turney, naked Swedish virgins, Britt Ekland, Christopher Lee and pagan festivals. Then I move into Auhua Clean, Sefton, Monitise, Tungsten, Urals Energy, Sareum and the world's worst investor.
Published 1438 days ago
My father enjoys me describing him as a deluded lefty in these podcasts but, today, I out him for some of his reactionary glories. I then move on to New World Oil & Gas, Sefton Resources, and, in detail, Sirius Minerals.
Published 1440 days ago
Earlier today Comrade Malcolm Stacey, our token money tree believer on this website, argued HERE that Greece would not go bust and that would cuase shares to zoom higher. I am sorry to say that he is wrong on one if not both counts and explain why in this podcast.
Published 1441 days ago
Chris Bailey of Financial Orbit is on my mind for three reasons and I explain why. One of them is APR Energy which I discuss and Chris will post on later. I also look at two China POS stocks, the fraud Sorbic and Auhua Clean Energy. Then at Thor Mining, Trap Oil and Mosman Oil & Gas. Then it is onto the boiler room stocks: Inspirit, Sabien and Flowgroup. Warning: this podcast contains both bad language and also a lot of racist generalisations about folks from Australia and New Zealand with the exception of Kylie Minogue (pictured) who can, of course, do no wrong.
Published 1442 days ago
This podcast contains bad language. AIM is not the only 4 letter word used. I look at two big fallers today: Sabien Technology and Management Resource Solutions. In very different ways these companies demonstrate everything that is wrong with the AIM casino and why investors will carry on getting screwed unless radical changes are made.
Published 1442 days ago
In this podcast I look back to my own experiences of the dotcom bubble of 2000-2001 you see I remember it well, the lunacy, the excess and how it all ended in 2001-2002. It ended in tears. My mind is drawn to this as I contemplate the New Media bubble of 2015 and signs that it too will end in tears. I refer to two excellent articles, one on Zero Hedge HERE and the other on this website by Matty Earl, the Dark Destroyer (HERE). Both offer real insight. And I then speculate on why New Media will blow up and on the wider ramifications.
Published 1442 days ago
In this podcast I discuss why I welcome a market correction which I regard as inevitable. I explain why I view it as inevitable - following on from themes in this Saturday show - but say why I welcome it. I look forward to the day because a) as a long term investor it will allow me to buy great stocks at bargain prices - and yes I am looking at FTSE 100 stocks - and b) because it will force a belated clean out of the Augean stable that is the UK stockmarket today. I look back to 2003 for some inspiration.
Published 1443 days ago
It is world gin day but I have not started..yet. Ahead of that this is a PLC Death List podcast special. I list the 21 PLCs that are on my list to be delisted or go to 0p by December 31 2016 and explain why. Enjoy...
Published 1444 days ago
Greece is getting interesting again and in this podcast I explore who will be the big losers from Grexit and it won't be Greece. The fallout threatens many aspects of the Western financial markets but the bigger threat is interest rates which are going to rise sooner than you think. Warning: this podcast contains extreme bearishness
Published 1444 days ago
A pot pouri of a podcast today starting with the pronounciation pedant, the great Paul Scott. Then onto a cracking Zero Hedge article on how we should have treated the banksters in 2008 - we should have followed Iceland. Then on to Greece, Octagonal, Trap Oil, Nyota, Sefton, Afren, Alba Minerals, Monitise, Power Capital Global and Windar Photonics
Published 1445 days ago
In today's regular podcast I look at Emerging Market Minerals -a disaster that has only partly happened today, a lot more to come on this one. Then on to Gulfsands Petroleum, Tungsten, Redhall, Mosman Oil & Gas and the conceit of City brokers.
Published 1447 days ago
In this podcast I ponder the similarities between the two sectors, a few thoughts on following experts like Jim Mellon (biotech) or Malcolm Burne (gold) and wonder what the renaissance of both sectors says about the wider market.
Published 1448 days ago
Before heading to the White Bear with my father, a brief podcast. Armadale I question its maths but its shares could well be cheap even after soaring 155% today. Then onto Atlantic Coal (dog), Sound Oil, Sefton, Jiasen & Cyan.
Published 1453 days ago
A morning pouring poison on the frigana at the Greek Hovel leaves me a sweaty wreck. I have one more load to dump then some olive pruning and I'll call it quits. I'll do more in August. So for light relief in this podcast I explain exactly how an AIM listed China fraud works with reference to today's trading statement from Jiasen. Then it is onto serial business failure Piers Linney and his Outsourcery POS, Arria NLG and Kuala Ltd (well done Jim Mellon) then back to Ferrum Crescent.
Published 1454 days ago
It seems as if some folks think that questioning the share price of Advanced Oncotherapy (AVO) is akin to attacking the fight against cancer. It is not. But in this podcast I just have a few questions
Published 1458 days ago
In this podcast I try to explain how 2+2 does not equal 22 when it comes to injecting assets into shells and yes my case study is Sefton. I then turn to the China stockmarket bubble trying to show how mad things have become and what will happen when it ends in tears. As it will.
Published 1460 days ago
I start the podcasts with some observations about a flurry of road repairing here in Greece and explain what is going on. I then move onto geo political risk which is not discounted in equity valuations and to the general abandoment of risk assessment in small caps with reference to Daniel Stewart, ValirX and Tern
Published 1464 days ago
It is tempting such is the disgust I feel about the market right now but then I change my mind. In this podcast I look at what is so wrong with AIM, how to fix it and also specifically at the Plus500 and Thomas Cook connection.
Published 1466 days ago
Today's main podcast covers Tungsten, Plus500 (sorry Paul you are wrong), Coms, Mosman Oil & Gas,Gate Ventures and Blur Group. Apparently it is also a work anniversary - 3 years away from Rivington. A pause for a moment's thought.
Published 1468 days ago
Yes, this time it was at the Greek Hovel less than 15 yards from the building. And I was just 3 or 4 foot away. Cripes. I really do not like snakes which brings me on to Philip Crawford on Lombard Risk and Nomad Charles Stanley which today signed off on an OUTRIGHT LIE of an RNS penned by Crawford. I have a 14 year old score to settle with the tosser Crawford and so accuse him of lying to investors today. Is that not against AIM rules? Elsewhere I look at Tungsten, Plus 500, Sefton, Coms and Rose Petroleum which are all sells. Events at Rose have moved fast since the bearcast vindicating me (see HERE)
Published 1469 days ago
Naturally I start this podcast with my big news - last night's encounter with a snake: did I kill it. You can read about that HERE. Next up is a detailed look at today's news from Environmental Recycling (ENRT), formerly 3DM, then onto Tomco, Rose Petroleum, Tungsten, Blinkx, Sefton and Solgold. And then for some folks out there - including Chris Oil - I explain what constitutes market abuse and/or insider dealing and what the FCA should do about what is NOT a victimless crime.
Published 1470 days ago
In this podcast I look at three issues: the abuse of the RNS Reach system - something I touched on earlier HERE - and why it needs scrapping; Worthington and all the stink around Frankfurt listings and finally the shameless folk at Thomas Cook.
Published 1471 days ago
Oddly I had quite a lot to say in this podcast. I start on a personal note, feeling a confidence breached. I then move onto the buggers muddle at New World Oil & Gas (NEW) - really the shares must be suspended now until Wednesday. Then onto Insetco (INC) and lessons learned from a debacle we warned about and which the Deputy Sheriff of AIM covers again HERE. Finally onto the "Gary Newman rule" - his suggestion of locking in those taking part in AIM placings. I sympathise but I warn that it would kill off 400 companies on the casino. Beware of what you ask for.
Published 1474 days ago
Back from lunch with my old Dad who is now in Greece this podcast looks at inter alia New World Oil & Gas, Daniel Stewart and in detail Mosman Oil & Gas and Northern Petroleum
Published 1475 days ago
Now on my 3rd PC in 10 days forgive the two minutes silence at the end of this bearcast...I was trying to say, more on that to follow but this little horror of a machine froze on me. Anyhow this podcast covers Reach4 Entertainment, Sefton, Hunter Resources, Camkids and the other China Norfolks, New World Oil & Gas and the growing sense of doom here in Greece.
Published 1477 days ago
Only one company mentioned today and this is Tungsten (TUNG) where I suggest there may be a bit of a problemo revealed this week. Elsewhere in this podcast I look at why the post election surge in equities simply will not be sustained and indeed should be viewed as a selling opprtunity.
Published 1478 days ago
What a total omnishambles New World Oil & Gas (NEW) has become. Why were the shares not suspended last week as I advocated to howls of abuse from followers of flip flop Pitchfork Ben Turney who now - belatedly - seems to agree. In this podcast I pose some serious questions for the company and its advisers and have a few suggestions on what needs to happen. And a warning for some of flip flop Pitchfork's followers who have piled in.
Published 1480 days ago
Hi apologies for the podcast delay, after a long trek down to the Mani I fell asleep. In this bury bad news on General Election day podcast I look at news from Red Rock Resources, African Copper and a laughable statement from SCS Upholstery. I also cover the China frauds, specifically Camkids and Naibu but also Sorbic, JQW, China Chaintek and Jiasen and have a message for Alan Green about a motorbike upgrade. And I cover New World Oil & Gas
Published 1482 days ago
In today's podcast I reflect on events at New World Oil & Gas (NEW) as well as having a butchers at Taihua, Tethys Petroleum, Eleco and of course the UK Oil & Gas comedy show
Published 1485 days ago
Quite right. Equities are a bubble. Bonds are a bubble. Only mining stocks can be viewed as value plays. That is very much the line of Keith Neumeyer, the CEO of First Majestic Silver, Mexico’s 2nd largest silver producer, who was interviewed this week by my colleagues at Palisade Capital. On this podcast he also explains why he is a silver bull, as – naturally – am I. Comparing today’s bubbles with past bubbles is always interesting and that is a central theme of this interview.
Published 1487 days ago
The Mrs is finally back from India tonight but her delay is clearly a breach of my human rights. Will any political party remedy this? The podcast refers back to yesterday's bonus China fraud Bearcast on Gate & Naibu (see HERE) before moving into the farce of today's two China Norfolks in the news, JQW and Sorbic. Then there are the lessons we learn from Arria, the Kenmare tale, Optare, Mosman and Ubisense which seems like a POS.
Published 1488 days ago
We have news today from both Naibu and from gate Ventures, two of the numerous China frauds listed on AIM. In this bonus podcast I translate for you what they are actually saying, point out the chinks in their statements and explain why both frauds will unravel.
Published 1490 days ago
As we prepare for the London Stock Exchange peasants revolt tomorrow I consider more failings on the AIM Casino. In the podcast I also cover Rose Petroleum, JQW and Camkids ( both China Norfolks) and the latest farce at Horse Hill.
Published 1491 days ago
In this podcast I look at the bleating customers of IG Index, the nature of AIM in relation to a chat with Doc, the Labour/SNP threat to Britain in the context of HSBC threatening to quit, Rosslyn Data and James Courtis Pond and again at the forthcoming AGM Of the LSE.
Published 1491 days ago
Rick Rule is the chairman of Sprott US, part of the world’s largest and best known mining investment vehicle so he knows his onions. He is also a mammoth bull of gold, silver and of mining juniors and he explains why in this podcast recorded with my colleagues at Palisade capital the other day. It is gripping and compelling listening.
Published 1493 days ago
There is a false market in Sefton and China fraud Gate Ventures and the FCA and AIM Regulation do nothing to protect investors. That is a crime. I discuss that at the start of this podcast and then go on to do the hard maths on Sefton based on the claims it has made and to demonstrate clearly why the shares are 80% overvalued. Ignore the hype and bluster and the twitter and Bulletin Board insanity just do the hard math my friends and you can arrive at no other conclusion.
Published 1493 days ago
Sefton shares are flying again. Everyone who tweets me claims to know what is going on. There is a false market the shares should be suspended. Ditto Gate after my revelations earlier HERE. The podcast then turns to the Horse Hill stocks French Connection, Totally, Avocet Mining, Plethora and Condor Gold (see HERE) . Oh and...Rosslyn Data Technologies....I'm coming for you!
Published 1494 days ago
Comrade Brokerman Dan seems to have taken offense at my earlier podcast about the end of his career as a crony capitalist as boss of Sefton Resources (SER). I send this postcard to my friend with respect. Do not deny others an opinion. I praise you mightily for what you have done but I criticise today's payoff of £50,000 and explain why it is wrong.
Published 1494 days ago
I am in a good mood today as I launch into a podcast tirade. Under fire are: Crap Oil, Sorry Trap Oil, Edenville, Condor Gold (placing ahoy), Plethora (ditto), Mosman (ditto), Matomy Media, blinkx and then a full frontal assault on Camkids - come on Nick Harris at Allenby Capital be a hero, you know what to do
Published 1495 days ago
I start this podcast with the awesome power of Malcolm Stacey to move markets as per his share tip today. All hail Comrade Stacey. Next up is a joke statement from joke company ValiRX, Eurasia Mining, Westminster Group, Coms and then another good kicking for poor Phorm.
Published 1498 days ago
In this podcast I look back at some of the themes and highlights (for me) of UK Investor Show 2015. The hall was packed and I hope that folks all had fun. There are some pictures of the day HERE and to order tickets on an early bird 50% discount for April 16 2016 click HERE and there is a last chance to win a holday at the Greek Hovel HERE. Among the highlights for me were the Horse Hill panel, Ben Edelman on blinkx which was damming, the bears on Tungsten which was also pretty damming but the buy ideas from Mark Slater, Paul Scott and Paul Jourdan. Luke Johnson was a cracking performer and I think I wasnot too bad either. Anyhow, I reflect on yesterday
Published 1501 days ago
I explain the trouser predicament I face at the end of the podcast. It is all to do with UK Investor Show on Saturday and I look forward to seeing you there. Before we get to my issue today I look at Ultrasis (toast), Daniel Stewart, Sefton Resources, Kromek, Igas, Horse Hill nonsense and Optimal Payments
Published 1501 days ago
Nomad Westhoiuse has done the decent thing and quit as Nomad to shamed and disgraced Daniel Stewart (DAN) and it is all down to his links with the insider dealer and fraudster Rob Terry of Quindell infamy as I explain in this podcast. I really enjoyed recording this.
Published 1501 days ago
Not hungover and after my first full night's sleep since Saturday I am back with my normal balanced and tolerant view of the AIM casino. Where do I start? Horse Hill, the POS ValiRx, Foxtons, Premaitha, Plethora, Telecom Plus (expect real fireworks on that one from Kevin Ashton on Saturday), Northern Petroleum and China Norfolk Jiasen.
Published 1502 days ago
In this podcast I start with a few words on Berkeley Mineral Resources and its quite amazing statement of yesterday (HERE). Hats off to Alex Borelli but why is no-one going to prison? I then go onto look at Slater & Gordon in light of a very interesting piece of research pubished in Australia overnight by Merrill Lynch on S&G post the Quindell deal.
Published 1503 days ago
Has your ticket arrived for UK Investor Show yet? If not email me on [email protected] and I will shout at Darren for you. If you have not ordered yet, well you have an hour or so. we are all bar a couple of tickets sold out so will stop selling any tickets at 4PM today and put a sold out sign up at www.ukinvestor show.com - so to book: hurry up. Enough of Saturday's fun. In this podcast I look at Horse Hill (read Steve Brown's piece today!), Ascent Resources, Red Emperor, Northbridge Industrial, market madness and Sefton Resources.
Published 1504 days ago
It is almost time for the "placing song" but not quite. In this podcast I look at Fox Marble, Coms, Image Scan (in detail), Blur and Tethys. Warning strong language used in connection with the total POS that used to do PR for Image Scan, itself a total POS.
Published 1505 days ago
It seems that my comments in yesterday's bearcast on Gulf Keystone have sent cheerleader for the Gulf loons Paul Curtis into a bit of a frenzy. And so while he takes a bit of medication to calm down I have another go. Then, via Igas, it is on to Horse Hill where today's press coverage is shockingly bad and I have another detailed review of what on earth is going on.
Published 1506 days ago
Apologies for overlooking the truly dreadful smoke and mirrors 2014 results from Gulf Keystone (GKP) last week. In this podcast I look back and flag up a few points the bulls might have overlooked while out on day release from the asylum.
Published 1506 days ago
In this podcast I start with the debate between Wilderides and miserable froggie Thierry on Shell & BG Group but move to the wider issue of overconfidence ater a seven year bull market. Companies covered include Tungsten, Coms, 4D Pharma,, LGO Energy, Cyan, Plethora and Vipera
Published 1507 days ago
A good day on all fronts - although condolences due to Wildrides regarding his cat - all cat owners know how he feels today. I digress. In this podcast I look again at Horse Hill and my mind wanders back to 2003 and Avington. I look at Coms and ask if Dave Breith is an insider dealer as well as a shite ex-CEO? Then it is on to Tethys Petroleum en passant Software Radio and then the highlight of the day, POS AIM Casino dog with fleas Clear Leisure appointing Big Ray Zimmerman and his bunch of muppets at ZAI Corporate Finance as its new Nomad.
Published 1507 days ago
Today's profits warning from Blur is a shocker in every respect. It allows me to wander down memory lane to a date with Mellissa Hellberg in Mile End park, to a revised version of both Girls & Boys and Park life but also to examine this whole sorry saga from top to bottom. Warning: This podcast contains both singing and explicit language.
Published 1508 days ago
Today's podcast has to start with the runners and riders in the great Horse Hill stakes. After today's news are the shares still cheap or a stonking short. I move on to hot rumours about Igas and to a taster of what is to come on Gate Ventures. It is then onto Afren, Daniel Stewart and a return to old fave ( and sender of snotty lawyers letters) Globo
Published 1511 days ago
Thanks to bloody Doc Holiday and the Mrs and her damned organic vegetable box this is my third take on this Bearcast and I have thus wasted 40 minutes of prime time working and am not pleased. In the podcast I look at Wildhorse Energy and insider dealing ( no apologies for crude racial sterotypes about Australians and how they got there), Daniel Stewart, Good Energy and Malcolm Stacey's other weekend share tips, Mosman Oil & Gas and have a detailed look at Condor Gold.
Published 1512 days ago
This is not the most important election ever. It matters little who wins. None of the parties are going to do anything about the big issues of slashing spending on welfare, the pensions ponzi, education or the NHS. All will continue the UK's slide to insolvency. None understand who creates wealth. That is the subject of today's podcast.
Published 1512 days ago
Just a little podcast on the matter of Good Energy (GOOD) - Malcolm Stacey's share tip for today. I am not - as you know - a fan of all this Green shite and for that reason but also because the maths looks all wrong to me I explain on why I would pass on Comtrade Stacey's share tip earlier (HERE)
Published 1513 days ago
This is no longer thinking the unthinkable. Greece could default on a debt repayment in eight days. Grexit - mighty Hellas leaving the Euro - is now being planned for. In this podcast I argue that Greece should embrace Grexit.
Published 1514 days ago
Happy Easter to you all. All except Rob Terry that is. In this podcast I end up discussing evidence I have of bribes at Quindell and what I shall be doing with it. I start with a demolition of both Mosman Oil & Gas and also the troughers at Kenmare Resources.
Published 1515 days ago
In today's tetchy podcast I touch again on Insetco, on Quindell and then move onto Coms, Stanley Gibbons, Motive TV and Daniel Stewart
Published 1515 days ago
The Nomad to Insetco (INC) quit today. I now have more to reveal on this in this podcast special and I bring to your attention the conman crook Terry Ramsden (do a Google search). This is a bargepole stock.
Published 1517 days ago
Fraudster Rob Terry buying into disgraced and worthless broker Daniel Stewart? Labour saying it was the party of deficit reduction? Can life get any stranger. Yes it can thanks to old Mother Worthington (WRN). Its latest RNS just takes bizarre to a new level, something I discuss in this podcast special.
Published 1519 days ago
For the benefit of one reader in particular this podcast explains the difference between a share tip and a ramp, it explains pump and dump, it looks back to historic cases such as the City Slickers and explains why Bulletin Board Morons use the words differently to normal human beings.
Published 1520 days ago
In this podcast I start with the Footsie - er it is now at 6,855 what was that comrade Malcolm Stacey was saying about when 7,000 was breached shares had to rocket to the moon? Only asking. Then it is onto the sordid tale of Gate Ventures and its latest RNS (sorry for the poor taste Woody Allen gags) and Sorbic International.
Published 1521 days ago
In today's podcast I urge you all to book your seats for UK Investor now as there are fewer than 100 of the 2000 tickets for the big day (April 18) still going. All tickets will be posted early next week. You can book HERE. In terms of companies I cover Quindell, Coms, Teathers Financial, Tower Resources, Gulfsands, JQW ( rapidly looking like my fave China Norfolk) and a POS called Messaging International.
Published 1522 days ago
I have a terrible migrane and am off to bed. Before I go a podcast covering the China Norfolks, Sierra Rutile, asylum madness and Teathers Financial and in detail Corero Networks. Oh, there is also a joke from Lucian Miers.
Published 1522 days ago
There is so much to say in today's podcast but to clarify that in yesterday's podcast when I said monogamy I meant celibacy. I start with a tidy up on Motive TV following on from HERE and then onto Rosslyn Data as a follow up to HERE - I shall be contacting the FCA and AIM Regulation about Rosslyn and its loathsome Nomad Cenkos later. And then onto a special from Big Ray Zimmerman at disgraced ZAI Corporate Finance - a true POS that is Zibao Metals Recycling. Guess where it does its business? And we have the China AIM Norfolk poll results for you.
Published 1523 days ago
Jeepers, I am meant to be preparing a romantic meal for two tonight and I have not even started. The Mrs will not be pleased but it is a busy day. On this podcast I cover China frauds -and invite you to vote on which will be the next AIM Casino China Norfolk to see its shares suspended (HERE), Monitise, Eclectic Bars, Coms and more.
Published 1523 days ago
This POS is a disgrace even by the standards of the AIM casino. In this podcast I look at the history of Motive TV (MTV), its overpaid board, its confetti issuing prowess, its current financial position (dire) and tear apart yesterday's ramparoonie special of a press release. Yes, I know a bit about Greek ferries.
Published 1524 days ago
In today's podcast I reflect on all the moron comments on Bulletin Boards every time Ive been threatened with legal action by crony capitalists or outright crooks. I forgot to mention Angus Forrest of Tern in that list but it did not work out to well for him just like threats from Globo, Range Resources, blinkx, Quindell, Cupid, Sefton, TXO and now Worthington as well as the clowns in charge of the LSE Asylum all ended up badly for them. Get used to it folks, I pick my targets carefully and I win! I then have a shock revelation about TXO before going on to discuss eServGlobal, Rosslyn Data, Mosman Oil & Gas and more.
Published 1524 days ago
This is a single company podcast special -a detailed look at Rosslyn Data. Its shares are sliding today and I would strongly advise against bottom fishing for a number of good reasons.
Published 1525 days ago
The placing song is back again as crony capitalist Steve Berry issues another joke of an RNS for Touchstone Gold. The podcast also covers Clean Air Power (CAP) where surely there is an R missing in the epic, SpaceandPeople, Egdon, Europa Oil & Gas and an update on the latest legal proceedings against The Sheriff of AIM and some comments on my over-optimistic pal Malcolm Stacey and his take on the markets
Published 1526 days ago
My main podcast of the day starts with the fun and games at Quindell where it seems as if the quisling blogs are in retreat. I go over the maths again. I then look at Centamin as oer Gary Newman's piece earlier and how the Arab world has changed and how that must make us value stocks operating out there. Finally I look at how to deal with the microcaps on the AIM Casino.
Published 1526 days ago
This is an anniversary week and so forgive the rather personal nature of this podcast. There is a bit of pride, triumphalism and vindication here as I set one record straight. Yes it relates to events at the Death Star. But there are also a few more general points about changing trends in the media and and about investing in people businesses.
Published 1527 days ago
In this podcast I look at the Gate Ventures farce and have some very very serious questions for its low-life Nomad Roland "fatty" Cornish about events last week and his warrant. I look at the fall out from the demise of Hume Capital and the questions that raises and then also talk about my chat with the FCA last week
Published 1528 days ago
I save the best, Quindell, to the end of the podcast but ahead of that cover Gulfsands Petroleum, Igas, Gulf Keystone, Northern Petroleum, Mosman Oil & Gas, Afren, Digital Globe ( read Steve's piece HERE), Daniel Stewart, Gate Ventures before ending with Quenron and PWC.
Published 1530 days ago
A belated happy St Patrick's day and in this podcast I look at Synety - what a horrible POS - Wandisco, Hunter Resources, Imagination Technologies, Gate Ventures and LGO Energy
Published 1530 days ago
George Osborne will deliver a budget of cheap bribes and minor tweakings. I have an alternative set of proposals which is genuinely radical and would put the UK and its finances back on a firm footing. In this podcast I outline my alternative Budget 2015 and commend it to the House.
Published 1531 days ago
In this podcast I comment on Quenron but then move onto a detailed look at WANDisco (WAND) of which it would be an untruth to say that I was bullish.
Published 1532 days ago
In response to popular demand the "Steve Berry, crony capitalist, placing song" gets another airing. In this podcast I also cover Quindell, Afren, Premaitha (which RMPC owns), Mosman Oil & Gas, Berry's POS Touchstone Gold, Coms and Alba Minerals
Published 1533 days ago
As I contemplate the aftermath of a disastrous day of rugby (see here) this podcast covers Teathers Financial (TEA) pointing out a few home truths and then Quindell pointing out a lot of home truths in light of today's joke of an article in the Sunday Times.
Published 1533 days ago
Begbies Traynor (BEG) has updated that “increased activity levels in the typically busier winter months for insolvency leave the group well placed to deliver the board's expectations for the year as a whole”.
Published 1535 days ago
Just a quick mention of the 57 year old punk who made my week - the full article is HERE. In the main podcast I look at oil stocks and ask is it time to buy? The answer is no - Gulf Keystone and Afren could both still fall by another 75%. I look at them, Igas and Mosman. Then onto why small City brokers are ALL failing and what needs to change
Published 1535 days ago
I start the podcast today with a little joke for Gareth at Sirius Minerals before dealing with Afren, Gulf Keystone, Mosman, Kea, Touchstone Gold, Cloudbuy, Powerhouse Energy and Gate Ventures. Steve Berry, you crony capitalist, I have a little song for you.
Published 1536 days ago
My podcast today was delayed by a lot of sleep. But I hope that it is worth the wait. I discuss the next Nomad to face scandal, have some very serious questions for Daniel Stewart PLC and look at Gate Ventures, Mosman, Soco and Gulf Keystone in detail.
Published 1538 days ago
Hi this is NOT Lloyd Grossman in this podcast. I discuss the court battle ahead plus also Igas, Tern, Bango - as in Bingo Bongo Bango - Mopowered, Superglass, Webis - and my old pal Jim Mellon, Golden Saint and the dog Beowulf
Published 1539 days ago
For some reason I am in a good mood. Perhaps it is that some folks have the most useless lawyers on this planet! In this podcast I look at Afren, Coms and Transense Technology and all three raise wider issues other than their company specific woes.
Published 1540 days ago
I am a gold bull. Soo too is David Skarica and, like him, I am pretty nervous about equity market valuations right now. As I fly back to London from PDAC I am not any more bullish about shares in general than when I left. Skarica is the guest of my colleagues at Palisade Capital on this week’s podcast and explains his thoughts in detail also explaining how small short positions can make you a potential Black Swan killing.
Published 1541 days ago
In today's podacst I explain why so many AIM CEOs and also respected journalists are lining up in the fight against Aiden Earley and the fraud Worthington. I disclose one share trade by Earley that will horrify you and got one AIM CEO to donate £1000 to my legal fight this morning and explain to Bulletin Board Morons why they should support me
Published 1542 days ago
First things first. If you like Bearcast you'll love UK Investor Show so book your tickets for April 18 in Westminster now as they are 80% booked out as of today. You can book HERE. On today's podcast: Quindell and the loon conspiracy theories reach new heights, Worthington, Coms, Hunter Resources, DDD, Aga, APR Energy, Daniel Stewart and ValiRX.
Published 1543 days ago
I start with admin matters: I shall be served with an injunction by Aiden Earley, shadow director of the fraud Worthington at 4.30 PM and have a few snippets of bad news for Aiden. I congratulate Brokerman Dan on being named the share blogger of the year. Then to business. In this podcast I touch on Quindell, Move onto William Sinclair, Jiasen ( a China Norfolk), Tern, Sareum and Afren.
Published 1544 days ago
Ahead of a day of doctors and lawyers I am doing a two part Bearcast today. part 1 of the podcast covers just two frauds: an analysis of today's news on Quindell and an update on the Worthington situation and Aiden Earley;'s injunction to gag me. I guess that gagging is not working so well is it Aiden?
Published 1544 days ago
I record from all the best locations - this time it is a hospital!. On the podcast today I feature Afren, Quindell, CCJs, Filtronic, Monitise and Fitbug for which I have a big question. Then to Worthington, I have the Qs Doug ware should be answering about the lies and fraud, will he give an A this afternoon?
Published 1545 days ago
A brief bearcast from Athens Airport. First up Europcar are bastards. Do not use them ever. I shall explain why later. In this podcast I also discuss Coms, Filtronic, Webis (tough luck Jim Mellon), what an inventory build up means, talking to the FCA/UKLA about Worthington and by the way did I mention that Europcar are total bastards and you should never ever use them anywhere in the world?
Published 1546 days ago
A pretty wide ranging podcast today but the theme is denial with a dose of China rubbish. I cover Worthington, Afren, Coms, Edenville Energy, Solgold, Craven House, JQW, Jiasen, Qihang, Naibu, China Chaintek, Camkids, Beowulf and more.
Published 1546 days ago
As an Austrian economist I can only look at the US debt and deficit with despair. It just has to end in tears and that is a key reason why I remain bullish on both gold and silver. And so I am happy to endorse the views of Gregory Mannarino, the guest of my colleagues at Palisade Capital on this week’s podcast. Gregory explains the Ponzi scheme that is the US debt in detail and how to benefit when it all ends in tears. As it surely will.
Published 1547 days ago
Everything I say in this podcast is backed by the leaked emails, documents and analysis of the 22 part Worthington fraud series run over the past couple of weeks. I hope the SFO and FCA/UKLA are listening carefully as I explain this fraud on investors and the Jerome pension fund from start to finish
Published 1548 days ago
I was struck by something Paul Scott wrote the other day and in this podcast I ask first if there is anything interesting to do in Rye and then ponder how I will get up to the snowfields tomorrow. I then move onto explain why there will be far more 0ps in 2015 than there were in 2014.
Published 1549 days ago
I feel like a drowned rat as it is tipping it down here in Greece and I have done some manual labour today. Back to business, in today's podcast I look at Quindell, Rightster ( make sure you listen to the overnight special on that one HERE), Plethora, Aeorema, Kea, Petropavlovsk, Mosman Oil and Gas and do a special on Pires Investments.
Published 1550 days ago
On February 6 2015 I asked if Rightster (RTSR) was a wrongster and flagged up material issues for it to address. On February 25th 2015 it issued a trading statement which was spun as being a triumph of growth but which was in fact a ghastly profits and sales warning. I unpick the true facts and the grim outlook for the shares in this podcast special.
Published 1550 days ago
On today's podcast I try to maintain a sexy voice as I discuss Tungsten, Paul Scott, Coms, Gulf Keystone, Digital Barrier and lifting a bag of fertiliser as well as the reappearance of TomWinnifrith.com
Published 1551 days ago
Sorry for late filing, a combination of Greek telecoms and several calls on the dynamite story referred to in the podcast. Today I cover Coms, Quindell, Gulf Keystone, AO World, Ithaca, Driver and the dog Sareum.
Published 1552 days ago
A regular bearcast follows later but please allow me to celebrate two big vindications. Dolphin Capital (DCI) was the first company to send me a lawyers letter in my new role - August 2012. Its entire board has just left. I am still here. I dance on the graves of their corporate careers. Next up Coms (COMS) which has just issued a dire profits warning and worse. I have been warning you about this for months to general abuse from Bulletin Board Morons. Perhaps for all the smears, harassment and abuse they might care to form an orderly line to apologise - yet again. The Sheriff of AIM was right yet again, the morons wrong. When will they learn?
Published 1552 days ago
I spent the morning starting fires at the Greek Hovel burning off some of the frigana I cut last summer. Photos of myself and George in action will be on TomWinnifrith.com later - but that brings me to a very good reason to attend the UK Investor Show - there are stacks of reasons - as I explian in the podcast. The show is now 75% sold out but you can book your tickets today HERE. Meanwhile I look at Quindell, the shoddy outfit that is Cenkos, Sefton Resources, New World Oil & Gas, Tungsten and Fitbug.
Published 1553 days ago
Recorded outside the Kourounis Taverna in Kambos for reasons I explain this podcast starts with Mariana Resources as I try - and fail - to be charitable. I move into Quindell, Tower Resources, Mar City, Gulf Keystone, APR Energy and Afren.
Published 1554 days ago
I am very pleased to see that my colleagues at Palisade Capital finally have a woman on the podcast this week – I am chairwoman of Women in Mining! Even better, Gwen Peston, the publisher of ResourceMaven.ca is a gold bull claiming that November 15 2014 market the bottom of this market. She explains five reasons why gold will surge from here as we establish, in 2015, the base of a new bull market in gold.
Published 1556 days ago
On today's podcast I look at Quindell (long time no speak) and Afren - the calm before the storm next week. I also look at Berkeley Minerals and at Solgold, Pinnacle Tech, Tavistock Investents, Sefton Resourcces/Brokerman Dan and long term dog & Bulletin Board darling Iofina. And there is comment on naughty, naughty Gotham City Research.
Published 1557 days ago
Point 1. PLEASE FILL IN THE BEARCAST SURVEY NOW - WE NEED JUST TEN MORE, THEN I SHALL STOP BUGGING YOU! In today's podcast I look at Afren, Jupiter Energy, Hunter Resources, Caza Oil & gas, Magnolia and the unpleasant way that Avation presents its results.
Published 1559 days ago
Just to get in ahead of the Bulletin Board Morons, I am set to flee the country to avoid the Old Bill now that Worthington has called them in. No, only kidding - my trip to Greece was planned a while ago as you can see on TomWinnifrith.com. In this podcast I look at Northern Petroleum, Hargreaves Services, equity valuations and then in some detail Kenmare. There is also a taster on the FRAUD Worthington - just a little warning for what I plan for tomorrow for Doug Ware.
Published 1561 days ago
In this podcast I look once again at the issue of investor denial. The case studies are three companies all worth 0p per share: Afren, Quindell and Worthington. happy listening.
Published 1561 days ago
Gold yields 0% and is thus not an income play. Right? No wrong. This is something that investors have not yet twigged but we live in a new era. A crazy one where negative yields on many asset classes in Europe make gold an income play.
Published 1563 days ago
This podcast mentions stocks enpasant though natch there is a swipe or two at Fitbug and Quenron. A bit of bad language fear but I try to be calm as I cover two very important matters.
Published 1563 days ago
Today's RNS from Fitbug (FITB) is a shocking example of lies, damned lied and statistics (well statistics anyway) - whoever came up with the headline should be publically executed. In this podcast I dig into the real numbers behind this sordid tale from the AIM casino
Published 1564 days ago
I urge you all to listen to the earlier Quindell special podcast HERE as that slam dunk shows why the firm is bust and worth 0p. In this audio I also cover Afren, TXO, Gulf Keystone, Bacanora, David Lenigas, Circle Oil and Northcote Energy
Published 1567 days ago
I am in a good mood. Why am I in a good mood? I do not know.. But I am. And thus I am well set to be beastly to everybody but I think that I have just managed a whole podcast without swearing. Let's put that down as a first but not a precedent. On this edition I discuss oil prices and Max Petroleum, Afren, Igas and Gulf Keystone. What does blood on the streets mean for this sector. I look at Scholium, Oracle Coalfields and also why I am right to be bearish and Comrade Malcolm Stacey is wrong to be bullish about equities.
Published 1568 days ago
City grandee Sir Peter Hambro is quoted in today's Daily Mail, bleating about how prvate investors in Petropavlovsk (POG) hate him and might allow his POS company to go into administration. Good. I hope they do. I view Mr Hambro and his company with contempt. He is a rich man and shareholders have lost up to 98% of their cash. But Eton educated Hambro just does not get this becuase he thinks he is better than we peasants. I also look at the crony capitalist knees up starting at Indaba. Jeepers these folk all make me so angry for how they abuse ordinary private investors.
Published 1569 days ago
A relaxed podcast recorded from the freezing garage where the Mrs has exiled me pro tem. On the agenda is the question of why pizza hardman Darren Atwater is as posh as me when taking this test, what counts as vindication on Quindell (QPP) and how you deal with ongoing attacks harassment and smears.
Published 1570 days ago
In today's podcast I look at Afren, a general point about whether institutional ownership validates a stock, Hunter Resources, Golden Saint Resources, Tomco, Powerhouse Energy, Tate & Lyle and Gulf Keystone (please note morons, TW vindicated again)
Published 1571 days ago
A jolly old romp around the AIM casino today dedicated to "The Sheriff of AIM" Mr Marcus Studdart who has made the casino the most respected exchange in the known universe. Not. In this podcast I look at Afren, Hunter Resources, ValiRx, Igas, Pressure Technology, Premier Farnell, Tomco, Corero and Infrastrata
Published 1572 days ago
I am in a good mood as a mega hero of mine has just been in touch to dish some dirt on an AIM casino stock...developing. Meanwhile there is comment in this podcast on Quindell, Camkids, Afren and Empyrean Energy.
Published 1573 days ago
Both Maribel and I are feeling a little fragile after a night of boozing at The Free Speech & Liberty Pizza House. And so life is a bit of a struggle today for both of us. Anyhow this podcast covers insider dealing, Afren, TXO, Camkids, Northbridge Industrial, profits warnings, Asian Citrus and Creston
Published 1574 days ago
Heck it is free speech day for me every day. In today's podcast I look at Sefton, Quindell, Afren, Igas, ISG, Insectco, Ascent Resources, Mosman Oil & Gas, Mopowered & Outsourcery
Published 1576 days ago
Hedge fund manager Crispin Odey grabbed all the headlines this week with his uber-bearish call. But is he correct? That is the sole topic in this podcast
Published 1576 days ago
There was a spate of announcements at No-one is watching O'Clock yesterday. But I was watching and so this podcast covers Worthington, Speymill, Sefton & Brokerman Dan and Afren. Moving on I look at legal and other silliness by companies including TXO and the Big Dave Lenigas vs Doc Holiday Stellar Resources affair.
Published 1577 days ago
I start on the matter of free speech and attempts by the Jihadists of the QPPSAG to deny that. We won a big victory over the morons yesterday. In that vein I urge those who enjoy Bearcasts and who support free speech to book their seats for UK Investor Show on April 18 in Westminster now HERE. In the podcast I cover Mosman Oil & Gas, Rambler Metals, Red Leopard, Beacon Hill Resources, Management Resources and then go in big time on Asian Citrus but more especially on Camkids - target price 0p.
Published 1578 days ago
In today's podcast I look at how the human mind reacts to rising and falling share prices, the case study being Quindell (QPP) which is tanking today - now at 80p, target remains 0p. I look at Mosman Oil & Gas (MSMN) and its proposed Aussie takeover which - as I explain - must now be in terrible trouble - target here 1p. I look at the pointless Forte Energy and Red Emperor and then a read through from Produce Investments. I also propose a new "£4 million Rule" for the AIM Casino - what do you think?
Published 1579 days ago
This website is about debate. You can respect or even like your colleagues and I am a massive admirer of Malcolm Stacey for the record. But you have to tell your friends when they are wrong. The way that Chris Oil looks at Flybe (HERE) is wrong and comrade Malcolm's comments on Greece and the Euro today (HERE) are wrong at every single level. I explain why in this podcast.
Published 1580 days ago
There is a candle burning in my house today as we think about what World Holocaust Day means to us. For today is the 70th anniversary of the liberation of Auschwitz. I spent some of the weekend discussing what happened there with my daughter and the issues it raises for all of us today as we confront an alarming increase in anti-semitism but also the demonization of those following another religion, Islam.
Published 1580 days ago
In today's podcast I look at Afren and the next Afren (Igas) and also at Tern and a zillion reasons to sell its shares. I have some pressing questions for Nyota Minerals and look at Quindell and comment on the great news about Kevin Ashton and the UK Investor Show. And I chat about Ocean Wilsons, Mark Slater and the perils of small cap investing.
Published 1581 days ago
Grand Group Investments plans to IPO on AIM tomorrow thanks to fat crony capitalist Ray Zimmerman of ZAI Corporate Finance. The usual advisers to China Norfolks are on board: dirtbag lawyers Pinsent Masons and PR poshboy Henry Harrison Topham, I say old chap didn't your grandfather bugger mine behind the bike sheds at Eton? In this podcast I look at the other Red Flags
Published 1581 days ago
In today's podcast I look at Igas (vindicated), Quindell (vindicated), Gowin New (vindicated), Cambria Africa, Flybe, Fitbug, Coms (vindicated) and prepare to have a go again at Ray Zimmerman and ZAI over its next China POS IPO
Published 1581 days ago
In this podcast I look at the results and what it means for shares, the Euro and the political classes across Europe as well as Greece, including my brother in law set to reture on a full pension in three years aged 52.
Published 1582 days ago
In this podcast I look at profits warnings, earnings visibility and equity valuations. I also look specifically at oil and resource stocks explaining why there is not yet blood on the streets but there will be.
Published 1584 days ago
In this podcast I pose some regulatory questions for Quindell and the Ministry of Justice regarding the resigning compliance officer Mrs Helen Cutler, I explain how Quindell made money buying a POS business from a convicted Nigerian fraudster ( and other rubbish deals) and I expose what has gone on with Mobile Doctors and Speedy. This is all very shocking.
Published 1584 days ago
In today's podcast I look at the PR/Financial Press corrupt deal. I then move into Quindell, Robinson, Cambria Africa, Frontier Mining, what timber prices tell us about general earnings visibility, Gowin New, a new China POS that had been flagged up to me called JQW (target price 0p), the Wandisco pump and dump and Jiasen International.
Published 1584 days ago
I exposed how Quindell is going to get rogered (at best) by Slater Gordon overnight HERE in this podcast I discuss how this accounting fiddle works, what it means for Quenron's (QPP) dire financial position, it really should be fessing up to that and has not and I also flag up that Gotham City Research is starting to wake up. For the avoidance of doubt the share price target remains 0p and the fact that the shares are up today shows nothing other than the insanity of man, the bear case has just got stronger still.
Published 1585 days ago
In today's podcast I cover David Lenigas firing Hume capital, TXO (toast I suspect), Jiasen & Gowin New ( China toast to come), Monitise (vindication almost complete after latest profits warning), Quindell (loons, toast to come) and Oxford Instruments (shoot the PR, visibility nil, bargepole).
Published 1586 days ago
In response to emails and tweets following my macro comments on investing in oil stocks yesterday HERE, in this podcast I look at: Afren, Ithaca Energy, Hurricane Energy, Mosman Oil & Gas, Fastnet and Sefton Resources and at the idea that there is already blood on oilie street - there is not!
Published 1586 days ago
In the regular podcast for today I look at revenue recognition and visibility. This is prompted by the comedy/tragedy of a statement from Gowin New Energy - an AIM casino China joke POS - and the profits warning from Intercede. I also look at Weatherly International, Afren, TXO and San Leon
Published 1587 days ago
In today's podcast I start with oil stocks and oil prices and discuss why I would not touch any of them with a bargepole - particular mentions of Tangiers Petroleum, Falklands Oil & gas, Rockhopper, Igas, Northern Petroleum and the rampers of Mosman Oil & Gas. I then move onto Quindell discussing whether my 0p target is too low.
Published 1588 days ago
Robert Tyerman vs Lucian Miers: the Sirius debate. I explain on whose side I am on. In this podcast I also cover Webis which I forgot to mention earlier. Notwithstanding the fact that my old friend Jim Mellon is a major shareholder I have a few words to say. The meat of this podcast is the disgrace that is Directors talk. This website should be exposed and boycotted and I explain why. The Ben Turney piece i refer to in this section is HERE
Published 1588 days ago
In today's podcast I look at Sorbic International another AIM Casino China stock where you just could not make it up and I ask questions of its hapless Nomad Finn Cap. I also look at Sefton and at Beale and what that says about takeovers. En passant I mention the POS that is Touchstone Gold.
Published 1589 days ago
Topical after the LSE.co.uk blowup, In this podcast I explain how the City really works, how analysts communicate real ideas to a select few investors and why broker notes are in reality simply marketing material and so should be completely ignored.
Published 1591 days ago
Today's podcast looks at Swiss Franc fallout and then at Plethora and Quindell. And with that done I can move into fascist lawyers representing morons.
Published 1591 days ago
In this piggycast special I look at Andrew Austin of Igas and why he has failed as a CEO and why he has misled shareholders and is thus not a fit and proper person to run a PLC. I discuss the bid rumours and explain why they should offer zero support to the share price. Apologies for the ten second gap mid podcast - keep listening through it. The message is clear. Piggy must go NOW!
Published 1592 days ago
Again I am a little late with today's podcast. Back to normal in Bristol on Friday but I have an excuse. On the agenda today, Touchstone Gold and crony capitalist Steve Berry, equity valuations, Alecto, Northern Petroleum, oil prices, IGAS ( happy anniversary to Andrew "Piggy Austin" ahead of tomorrow), Optimal Payments, LGO Energy, Enteq Upstream and Paul Scott.
Published 1593 days ago
Delayed by meetings, a hangover and finally a series of IT horrors I apologise for the delayed podcast. Today I look at Quindell, Kea Petroleum, Mosman Oil & Gas, Globo, Totally, Deltex, global growth forecasts and equity valuations.
Published 1594 days ago
I start this podcast with a correction regarding yesterday's Bearcast and Rapid Cloud (but it is still a sell!). I then move on to Shaft Sinkers, Beacon Hill Resources, Quindell, Alexander Mining, Debenhams and Charlemagne Capital. The Beacon Hill hairdresser revelations referred to appeared HERE
Published 1594 days ago
In this podcast I look at levels of disclosure in trading statements and how only some companies understand who owns them (shareholders). I cover, en passant ,Michael Page and in detail Igas, Leyshon Energy, Iofina and Northern Petroleum (also covered today HERE)
Published 1596 days ago
A bonus podcast looking at my two fave frauds on the AIM casino - naibu and Quindell. The former is now officially toast - a clear kill for me. The latter will be toast. I suggest a bit of chart watching and explain the striking similarities.
Published 1596 days ago
This is a two part podcast. First I look at Northern Petroleum and its woes and explain why I have a 5p target for the shares ( now 11.5p) the a section on earnings visibility and valuing companies that might be breaking the law or ripping off their customers.
Published 1596 days ago
I am a gold bug so a long term believer. But is the trading outlook improving for gold? This week's podcast from my colleague Jordan Roy-Byrne at Palisade Capital implies that it might be. Good news!
Published 1597 days ago
In today's podcast I refer to the excellent Black Swan 2015 review by Richard Poulden which you should all read. I cover the issue of how low the oil price could go but also what we as investors should assume that it will be. I touch on IGAS and Northern Petroleum (both shorts). And the I look at the issue of what constitutes market abuse in the Bulletin Board Moron community
Published 1598 days ago
In this short end of week podcast I look at the issue of sub critical mass companies on the AIM casino starting with Hunter Resources but en passant looking again at the POS enterprises that are Tern and Touchstone Gold. I look at housebuilders, Qihang Equiment and the three remaining Fuijian Norfolks: Camkids, China Chaintek and Jiasen
Published 1600 days ago
All things Quindell in this Bearcast. Congratulations to the morons. You are only 90% down now. Enjoy your day of gloating. Now back to reality and I deal with Tosca, The Daily Mail, PWC and have some more shocking revelations about Biosign in this podcast.
Published 1601 days ago
The title is self-explanatory. The contents of this podcast are most serious. hapless Nomad Cenkos can verify the lot or it can just admit that it does not give a FF about its regulatory duties.
Published 1601 days ago
Why am I in a good mood? The promise of dinner with Ms Argyle next week perhaps? I do not know but it all flowed out today in this podcast. So on the agenda: BP, Tern (target price 2p because I am a generous nice guy - but don't let on as I have a reputation to protect), Asia Resource, Nanoco, LGO Energy and oil stocks again.
Published 1603 days ago
George Papandreou is back in the game in Greece. This is big news and in this podcast I suggest a small bet on Greek equities on bonds might be in order as a result. Do elections matter for equity investors? I discuss both Greece and also the UK election in May.
Published 1605 days ago
Leopards do not change their spots. In this podcast I look at the omnishambles which is the fraud Quindell, at Tern (the Deputy is going to get you Mr Angus Forrest!), at Motive TV ( I am going to get you) and at Peter Landau and Black Mountain - I am going to get you Pete Landau. There are also more words of praise for the one and only Paul Scott.
Published 1607 days ago
A final parting shot sees this podcast cover Savannah Resources and mining juniors generally with a shot at those in Mozambique, Quindell, whistleblowers and I wish you all a happy New Year. Don't drink too much. I certainly will not.
Published 1608 days ago
In this penultimate podcast of 2014, I look at Sefton Resources, Peter Landau, Range Resources, Black Mountain Resources, Patisserie and especially Igas and its utterly disgraced CEO Andrew Piggy Austin for whom the questions mount.
Published 1609 days ago
Even on a day with no news there is plenty to say. I start with President Petroleum in this podcast but then move on to look at EMED and Gulfsands Petroleum where there are similarities in terms of how failing management seeks to defend themselves from attack. And then, in detail onto Quindell where the silence is ominous re both Mr Fielding and also PWC where I hear that an interim report has been presented.
Published 1611 days ago
Citi Link went tits up on Christmas Eve. In this podcast I examine how management behaves when on the precipice and then suggest that there will be a raft more administrations in the coming weeks. Finally I suggest that this shows the perils of blindly following celebrity investors.
Published 1618 days ago
Just a short podcast from me on the bruising events of last week with Audioboom (BOOM) - how it reacted, how any company facing hostile comment should react and why it all really does not matter in the end if Audioboom delivers operationally. Still no coke and hookers received from Audioboom as an apology but I wish them all the best of luck in 2015 anyway. I am such a nice guy.
Published 1619 days ago
I look at the past year, at Ben Edelman, today's acquisition (AdKarma), the way blinkx (BLNX) presents numbers, cashflows and valuation in this podcast special
Published 1621 days ago
In a wide ranging and opinionated (natch) podcast Tom covers Ultrasis, the nature of investing, EKF Diagnostics, Share PLC, Audioboom, Igas, Gulf Keystone, Gulfsands Petroleum, Northern Petroleum, Central rand and natch Quindell
Published 1622 days ago
Just a quick podcast special looking at how companies lie and mislead investors via RNS and also RNS Reach. The latter & its true (lack of) import is explained. Case studies Blur, Optimal Payments, Quindell (natch) and Outsourcery
Published 1623 days ago
It's a first. A daily podcast not mentioning Quenron (QPP) at all. But for the record its shares dived by 7.2% to close at just 38.5p. Only 38.5p to go to fair value. Instead I discuss Ludorum, Mysale, Naibu, China Chaintek, Enables IT, Ultrasis, Touchstone Gold, Beacon Hill and why I remain an equities bear. However I reveal a very small AIM company in which we have just made a material (for us) investment.
Published 1625 days ago
Today's Quindell podcast concerns Himex which, within the stable of frauds that is Quindell (QPP), is the biggest fraud inflicted on investors. There are two levels at which this is a fraud and recent actions by Quenron show how desperate it is to cover this up. All is revealed today
Published 1625 days ago
Okay that grabbed your attention. I do not believe it but that was the claim made by an industry grey hair as we chatted yesterday. Some will go under however, the world has changed. I look at IGAS, Northern Petroleum, Adriatic Oil, Spitfire Oil, Mosman Oil & Gas in particular and the sector in general in a podcast special
Published 1634 days ago
Once again I am angry for reasons that I shall go into another time. But on that basis I let rip in this podcast at African Consolidated, Acta SPA, Quindell and then review the various clients of disgraced Daniel Stewart whose shares may be suspended soon: Valirx, Peer TV, Naibu (a cert), Pressfit and China Chaintek.I also discuss the abject failure of AIM in dealing with those individuals responsible for listing frauds.
Published 1635 days ago
Today folks in my podcast I look at the sad cases of Maple Energy, Beacon Hill, Ultrasis and Quindell on the theme of its never too late to sell and why folks just do not behave rationally. All three are heading for wipeout so why is it that we some folks hang on? I also look again at Jiasen the Chinese company I had a go at yesterday in light of a phone call received today. If anythig it makes me even more bearish.
Published 1637 days ago
Shareholders in AIM casino listed Beacon Hill Resources (BHR) were almost wiped out yesterday and may still face total wipeout. Who is to blame? What can shareholders so? What should they do? I am sorry but I can offer little comfort here in a podcast on this matter. But I should say that the auditors (BDO) and board have a few questions to answer
Published 1638 days ago
Just a short podcast setting the record straight on some of those smears against me by Quindell morons - no doubt assisted by the company. And also asking who really has lost credibility here?
Published 1640 days ago
Quindell (QPP) denied on Friday that it had lost a contract with a leading North West based Claims Management Company. Hmmmmm. In this podcast I look at the nature of what that contract originally meant and why the contract has not been terminated (yet) but what is really going on. The reality is that the cash crisis at Quindell and the need to fiddle its stated cash position is forcing Quenron to take actions of which investors have no idea. Let me enlighten you all.
Published 1640 days ago
The Albanian olive pickers have still not arrived and may well be replaced with Greek workers later today. I am now very angry. Will I make it home by Christmas at this rate? In this podcast I look at Range Resources (RRL) - suspended again and reveal the REAL story of my battle to tell you the truth about this POS - Beowulf Mining, Kalimantan Gold, Daniel Stewart, Naibu, Pressfit, China Chaintek, Gulfsands Petroleum and of course the fraudsters at Quindell
Published 1641 days ago
The bloody Albanians have again not turned up - will the olives ever get harvested? And so this podcast is angry and covers Transense Technology, Sefton Resources, Maple Energy, Fitbug, Quindell, crony capitalists, investing companies and the AIM Casino and why shares are not suspended that should be
Published 1642 days ago
I touch on a few other companies in this podcast, notably 3Legs Resources, Wandisco and Security Resources which is leaving the AIM casino. But I focus on Quindell analysing how and why its remaining shareholders are simply in denial. I also discuss at length today's bombshell research note from Canaccord (HERE) and what it means. It means death and 0p.
Published 1646 days ago
The Sunday Times today carries some but not all of the story of how Rob Terry of Quindell (QPP) forced Canaccord to gag and then fire its star analyst Kevin Ashton. In this podcast I give you the full story and the questions it raises mainly for Canaccord. Its reputation is now in tatters and it has serious questions now to answer. It needs to come clean
Published 1646 days ago
Why do Bears go short? Why do US bears target AIM? Why is being short such a poor risk/reward play? Why do shares go down? What is the difference between a weighing machine and a voting machine? In today's podcast I go inside the mind of a bear.
Published 1647 days ago
Gold and gold equities have enjoyed a three week rally. But will it fizzle outor does this rally have legs? That is the question that technical analyst Jordan Roy-Byrne answers in this podcast produced by my colleagues at Palisade Capital.
Published 1647 days ago
Lets nail this Roble issue in a short podcast. The hedge fund shorted Quindell (QPP). There was a deliberate event to avoid transparency which I argue is wrong. But no laws were broken. The laws need to change. On the other hand Quindell and its Board have broken numerous laws. That is the issue. Bulls keep playing the man not the ball. It will not save Quenron
Published 1648 days ago
I have finally made it to the Greek Hovel but have faced a few logistics issues. But i am now online and cracking on and so BearCast is back and normal service resumes tomorrow. In today's podcast I cover Globo, Outsourcery, Quindell, African Minerals, what is an RNS Reach and a liquidity event.
Published 1649 days ago
I really must head off to the Greek Hovel. I do not want to spend any more tme than I have to in Athens but in response to reader requests I have a few thoughts on Fitbug (FITB). You see I am not only the ever obedient servant of the keystone cops at AIM Regulation but also of you too, dear readers.
Published 1650 days ago
I am not in a fit state to write much today so I shall communicate via BearCasts. There will be a regular podcast later but ahead of that I shall run a series of Quindell fallout specials. I start with the role of the dying industry that is Fleet Street and the deadwood press. It is part of the problem of crony capitalism and corruption on the AIM casino not the solution as I try to explian here.
Published 1651 days ago
Tonight we party. I am a very happy bear. The Real Man Christmas party is now a V Party. that is V for Victory and V for Vindication. Quenron (QPP) is on the ropes. In today's podcast I cover Quindell, President Petroleum, Tern and my old "mate" Angus Forrest, Camkids and China frauds, Cenkos, Forte Energy, mining juniors and more
Published 1652 days ago
The Sunday Times has today unearthed evidence of the cash crisis at Quindell (QPP). Listeners to bearcasts here will not be suprised by this news. So what does Quindell do now? Will the sad excuse of a Nomad that is Cenkos let it respond or must the shares be suspended at once. In an angry and hard hitting podcast I lay out what lies ahead as the shit hits the fan and the shares become worthless. 0p is in sight. Events are now moving at light speed, the word "vindication" is on my lips.
Published 1652 days ago
In this podcast I explain why companies that engage in fraud are happy to pay tax from the reporting of bogus profits. It sounds insane but that is the way frauds operate. My hero Sam Antar of Crazy Eddies infamy explians it suoerbly on his website and I discuss both Sam and also Quenron and what is going on here. I also try to explain how tax losses are used and applicable and will not be there to save Quindell
Published 1653 days ago
The AIM Casino scandal involving Equities First Holdings LLC is going to get an awful lot worse. Heads will roll with Optimal Payments (OPAY) and IGAS (IGAS) firmly in the firing line but directors at Cloudbuy (CBUY), IQE (IQE), Angle (AGL) and ,of course, Quenron (QPP) also exposed. For the latter, at least, this is probably not their greatest concern. The sad truth is that none of the six have said enough and ALL need to clarify the clarification statements. Until they do all six firms are uninvestable. This and specific crmes are examined in this podcast special.
Published 1653 days ago
The most fraudulent acquisition made by Quenron (QPP) was that of Himex. It really is a worthless POS but has been used to boost profits and cashflows at Quindell simply via fraud. However it will start to unravel by New Year's day and this podcast explains why. DCD Holdings, Rob Terry, Hassan Sadiq and Elizabeth Dawson are you listening to this Cosy (pun, geddit?) little message from the Sheriff of AIM?
Published 1655 days ago
The default position of Quindell (QPP) bulls is that in a worst case scenario it can be saved as was the Innovation Group (TIG) when the fraudster Rob Terry exits stage left. They might not get all their cash back but they would not lose everything. In this podcast, I examine this proposition and conclude that it is rather different this tme and hence why 0p is the only end game for Quenron.
Published 1655 days ago
This is my longest podcast in this series to date as in the last ten minutes I got rather excited about the growing stink at Touchstone Gold. Before that there is comment on Quindell, African Minerals, Jubilee Platinum, Volex, San Leon Energy, profits warnings and Coms.
Published 1656 days ago
In this BearCast Special I explain exactly how Equities First Holdings LLC operates. When it sells the shares AIM directors transfer to it and why that means that ALL of the AIM directors involved have broken the law. That is Quindell (QPP), IGAS (IGAS), Cloudbuy (CBUY), IQE (IQE) and Angle (AGL). There then follows the misleading statements. But then I turn to the negligence of Nomads, Cenkos, Canaccord and Hanson Westhouse and why that should be career ending for some. And the to why Equities First and its employees should be struck off by the FCA. This scandal is enormous and for many involved professional disgrace is the least of their worries.
Published 1657 days ago
I many not be at my sharpest but I am not pulling any punches as the Quindell scandal deepens. This podcast covers Quindell, Daniel Stewart, Cenkos, KPMG, the lies, the fraud, the implosion and what the fallout will be. I also look at blinkx ( dire results & another Sheriff of AIM win), warn you about African Minerals and look at stocks on a PE of less than 1.
Published 1658 days ago
As you might imagine I am on a bit of a high. The writers on this website have done a sterling job in starting to drag the truth out of Quenron (QPP) and the liar and fraudster Rob Terry and his half witted Nomads at Cenkos. Today's statement is a disaster for Quindell and its shares have tanked. But as I explain in this podcast we still only have half the truth about Terry and his share dumping. Worse is to come.
Published 1659 days ago
By popular demand this contest is back. As last week I will award a bottle of wine to the reader who posts up the tweet or Bulletin Board comment from a Quindell shareholders which demonstrates his or her stupidity most clearly - the entries in week two were brilliant. The entries in week one were also incredibly amusing. And arguably last week's selection of sheer stupidity was the best yet. Whether that comes in the form of just not understanding how shares work, a willingness to believe the most errant nonsense or just plain ramping/peddling of TA gobbledygook, feel free to post away. Meanwhile
Published 1660 days ago
A few interweb problems here in Eire, so I have nipped up to Darina Allen's Ballymaloe house to book supper for tonight - a mega culinary treat for the Mrs and myself and to upload another hard hitting recording. On the agenda is Quindell and how soon its shares could be suspended for the Equities First Holdings LLC farce. Also a discussion of the whole issue of suspension and where the AIM casino will go post this scandal. There are some hard questions here for many. Then I also look at African Minerals (target price 0p).
Published 1661 days ago
Louise Cooper of tipsTV decided to have a pop at me in this week's Spectator. Well you silly bitch you have no idea how nasty I can be. I defend myself but go on to show why those in glass houses should not throw stones as I reveal the sordid truth behind her work alongside Zak Mir as an investment prostitute and deceiver of investors at tipsTV in a podcast special. Next time Louise, Sweetie, try to take a cheap shot at someone who deserves it and at someone who is not afraid to fight back. I call this one game, set and match for the Sheriff of AIM.
Published 1661 days ago
I have only just driven across Ireland and arrived at Ballymaloe to record this but there is plenty to discuss in this hard hitting podcast. Oh yes it is very hard hitting indeed. On the agenda: Quindell (end game, a new whistleblower and new frauds emerging) and Cenkos (lies), Coms ( a bombshell revealed), Radiant Growth, China frauds and Daniel Stewart, Sefton, APR Energy (political risk generally) and African Minerals (vindication and 0p on the cards). Ouch, its stinging all round.
Published 1663 days ago
In today's podcast I look at Mosman Oil & Gas, Quindell, Independent Oil & Gas as well as the Horse Hill debacle.
Published 1664 days ago
This should be explicit enough for all concerned. AIM Regulation IS investigating and I expect the FCA andSerious Fraud Office to be on the case too. I explain clearly how Quenron (QPP) and its bosses Laurence Moorse and Rob Terry have committed securities ( as well as accounting) fraud. If they disagree sue me and I shall see the bitchezin Court. But I rather think that Terry et al are going to end up in a rather different Court anyway. For a change, might Bulletin Board Morons rather than attacking me just try to show any factual errors in this damning expose.
Published 1665 days ago
Shares in Sefton Resources (SER) are among the big fallers today- nowat 0.11p vs 2.5p when i started attacking this fraud more than two years ago. There are some lessons from that "campaign" for shareholders in the fraud that is Quindell. But there are wider lessons brought home by today's latest catastrophic news, viz the reality of real asset backing and the failure of auditors. I also cover Quenron and its share price and the turn my fire on Touchstone Gold - a crony capitalist pointless POS vehicle, before discussing Globo and why its shares are so grossly overvalued -a point made in more genteel terms by Steve Moore earlier today HERE
Published 1669 days ago
In this podcast I start with a broad macro sweep following a chat with Evil Knievil earlier. The end of QE (pro tem), interest rates and how this will all affect equities and other asset classes. I then move on to some observations some general but some specific about Quindell, Fitbug, Monitise, Globo, blinkx and Independent Oil & Gas,
Published 1670 days ago
I am feeling a lot sharper than yesterday and this is podcast is no holds barred stuff on why I am still bearish on the markets, on Monitise, Quindell, Photonstar LED, Fitbug and more.
Published 1672 days ago
In a wide ranging podcast today I start by revealing that I am trying to nail 3 former AIM CEOs who simply stole money from their company's. More on that later. I also cover Touchstone Gold, Synectics, Range Resources, Concha, Westminster Group and more.
Published 1673 days ago
Does asset backing mean asset backing? Not always 10p can be worth 10p or 5p or 0p - wthout wishing ti sound like Rob Terry - it all depends on what the asset backing comprises. Tom explains this key metric of investment analysis looking at 4 specific companies: Golden Prospect, Naibu, Paternoster Resources and Quindell as well as Mark Slater's share purchases after the bursting of the dotcom bubble
Published 1675 days ago
Have I mentioned Quindell (QPP) yet today? You want more? Okay it gets a mention in the podcast as does Forte Energy and the whole issue of death spirals. The Horse Hill stocks are all mentioned as is Omega Diagnostics, the nature of bear markets and the importance of earnings visibility.
Published 1675 days ago
All frauds eventually run out of other people's money and so it will be with Quenron (QPP). For it is a fraud as I explained in full detail in this video. So when will Quindell go tits up?
Published 1710 days ago
Our pals at Palisade Capital, employer of the mining guru Amanda Van Dyke, serve up a weekly podcast with Jordan Roy-Byrne. Since he is a chartist we ignore him normally but his podcast this week looking at gold juniors vs physical gold, both now and back in 2010 and 2011 is fascinating stuff for we gold bugs. As such we are happy to give it a wider airing.