house builders

307 days ago

Tom Winnifrith Bearcast: A challenge for Euroloon and fellow Hammer Jonathan Price, Tingo's joke of all jokes EGM & the inevitable fallout from the growing Odey sex scandal

Forgive me, I start with last night’s football and West Ham’s triumph. I explain just how I will suffer on June 17th and its nothing to do with blisters. To the 90% who have yet to give to rogue bloggers for Woodlarks please think of the looming pain, 16 hours of non stop regurgitated Cadwalladr, and donate HERE. Then I look at: the Odey sex scandal, the Eurozone in recession while a free Britain is not, more on the fraud Tingo (US:TIO) including its 5 minute no Q&A (as promised) GM, at Zamaz (ZAMZ), BarryRoe (BEY) and then at house prices and housebuilders. 

1687 days ago

Tom Winnifrith Bearcast: Friday 13th is not a good day for the Toxic Brothers: Dave Sefton and Neil Woodford

There is some macro babble focussing on the woes of the EuroZone, why Malcolm is wrong about housebuilders and other matters. I look at Woodford Patient Capital Trust (WPCT) after yesterday evening’s shock news and ask when it breaches gearing limits and what happens next. I touch on i3 Energy (i3E) then look at the shock departure of Dave Sefton from Anglo African Oil & Gas (AAOG). He should have been fired sooner and what happens next? And what does this mean for Iconic (ICON) which I mistakenly refer to by its former name of Widecells and where Sefton still casts his malign influence as a director.

1963 days ago

Tom Winnifrith Bonus Bearcast: tales of total woe from my local estate agent - and how to profit from it on the short tack

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.

2864 days ago

Tom Winnifrith Independence day Bearcast 3 - housebuilders vs gold miners

In the third bearcast of today's trilogy celebrating Independence Day I look at stocks or rather at two sectors - gold miners and house builders. One is soaring the other tanking. Is this all Brexit related? Or any of it? Could both trends accelerate? I focus on the house builders and explain exactly how bubbles collapse and this is a bubble. But do not blame Brexit for the collapse. All bubbles have to implode in the end.