PERSONAL, UNDILUTED VIEWS FROM TOM WINNIFRITH
The first photo below is the wall that meets you when you enter the Welsh Hovel. When it was originally built this was an external wall. It needs a bit of work replacing some concrete infilling between the bricks with lime plaster but it looks fairly splendid
Monday 24 June 2019
The first photo below is the wall that meets you when you enter the Welsh Hovel. When it was originally built this was an external wall. It needs a bit of work replacing some concrete infilling between the bricks with lime plaster but it looks fairly splendid
Lucy White of the Daily Mail is either the stupidest bint on Fleet Street or takes dictation from WPCT’s PR spinners. I discuss her laughable piece on Proton Partners and the stricken Neil Woodford Patient Capital Trust.
At the Welsh Hovel almost all of the old beams and walls have been covered up in some way or another. The one below runs the length of the room known as the library. The before and after shots are below. I sort of picked at the plaster, my friend Brokerman Dan jabbed in his screwdriver and started to expose a wonderful old oak beam almost a foot wide and still strong and intact. He did more exposing and I shall post his next work tomorrow.
Today’s bearcast is a little late thanks to the amazing work of Brokerman Dan at the Welsh Hovel. Photos later. I start with the bluncders of Julie Meyer’s latest lawyer. Then I look at Chesterfield Resources (CHF) and other mining tiddlers and explian why Doc Holliday (a bull) is either very right or very wrong and why I think, but do not know, that it is the latter. Then more questions for IQE (IQE) including when is the placing?
Previously writing on Fox Marble (FOX), earlier this month we noted operational momentum with its biggest single order for Alexandrian White marble. Now the company “is pleased to announce the largest single order of its highly prized Illirico Selene marble from the Maleshevë quarry in Kosovo”…
The LSE Asylum has deleted a post by a long time contributor and handed out a three day suspension. The crime: telling the truth about UK Oil & Gas (UKOG) boss Lyin’ Steve Sanderson.
I start with a few words on comments from Jeremy Hunt showing why the entire political class deserves an encounter with an asteroid, his contempt for the victims of crime (you and I the taxpayer) and his support for a fraudster. I look at IQE (IQE), Nanoco (NANO), Agronomics (ANIC), Andalas (ADL), Thin Film (another Neil Woodford disaster) and RM2 (RM2). And now I must rush, more tomorrow.
I noted a few weeks ago, the way Big Dish (DISH) had issued an RNS essentially stating that “funding secured” (so no placing needed) and then a week later doing a placing and ‘fessing that even with the £2 million it raised it now only had cash until 2021. Was that market abuse? Today it got worse.
The Sheriff of AIM is surely entitled to a celebratory breakfast ouzo at his hovel in North Wales? On Wednesday I flagged up a profits warning from the Krauts at Siltronic and suggested that IQE (IQE) was likely to follow. Less than 48 hours later the Cardiff dog duly barks. As a long term bear I have repeatedly warned silly sell side analysts, Thirsty Paul Scott and others that this company is a crock…once again I stand vindicated. And so to detail….it is grim.
My son Joshua is obsessed with Thomas the Tank Engine and the other engines from Sodor and Santa Claus, being an inspired fellow, knew this and last year gave the lad, inter alia, pairs of Thomas (blue), Percy (green) and James (red) socks. He loved them all.