Burmah Castrol

2269 days ago

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

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

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3148 days ago

Tom Winnifrith Bearcast 16 September - All My Christmases at once

Jeremy Corbyn was right not to sing the Natonal Anthem and its a poor song anyway - that was my earlier podcast today which you can hear HERE. In terms of the markets it is all my Christmases at once - a chance to comment on friends including the greedy bastards who run Vislink (VLK), fraudster Rob Terry, Daniel Stewart (DAN), Imaginitik (IMTK), ValiRx (VAL), Motive TV (MTV) and also on SeaEnergy (SEA) and Avanti Communications (AVN). Then there is comment on the bad AGM result at Hotel Corp (HCP) - victory for the crony capitalist bastards on the board - all that is wrong about AIM. And I start with words of praise for my pal Jim Mellon noting events at Copper Development (CDC) and also at Glencore (GLEN) - is this a Burmah Castrol moment?

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