Tom Winnifrith Bearcast: Why IQE's valuation is a rum 'n' coke, 2 acid tests for the FCA and talking to the great man of mining analysis
By Tom Winnifrith | Thursday 25 March 2021
Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
I end with a few notes on Woodlarks. There are now 7 walkers confirmed – please do make a donation HERE. Then I discuss 2 acid tests today for the FCA: Supply@ME Capital (SYME) and Lyin’ Chris Cleverly’s planned RTO into Stranger Holdings (STHP). Then I look at St James House (SJH) and wonder if the taxman needs to have a butcher’s at 4 of its disposals involving John Botros. Then it is onto IQE (IQE) and why Malcolm Stacey and thirsty Paul Scott are wrong. Finally a look at Jubilee Metals (JLP). I look at the fundamentals after today’s interims and conclude that the shares should be well North of 20p. Then I discuss the matter with the world’s leading analyst of PGM stocks beginning with J for his input.
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