Disclosure: Financial Investigative Media Limited, which is not owned by Tom Winnifrith but by a trust for his dependants, owns shares in companies mentioned in this article. 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.
David Lenigas popped by earlier in the week for a chat on a number of matters. As ever the great man had a lot to say on a range of issues. But a few points stick in the mind.