Personal and undiluted views
AAU

57 days ago

Tom Winnifrith Bearcast - would I get into INSEAD with my reasoning on this?

I start with a few words on Greece and lockdown as per this article from my own website.  Then I discuss why I ignore broker share price targets and then the use of the sort of reasoning I’d need to show to get into INSEAD to do an MBA with relation to claims made by companies. Those two sections cover Ariana (AAU) and Remote Monitored Systems (RMS). I also look at MyHealthChecked (MHC) and at Catenae (CTEA).

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76 days ago

Tom Winnifrith Video Shareshow No 20: 2 hours of gold, flashbacks to 2001, value investing and Kerim Sener

And now from Wales, by just 30 yards, it is my new weekly video show. This costs 99p per episode, and you can either listen to, or watch, some sparky interviews with  Kerim Sener of Ariana Resources (AAU), where I am a loyal shareholder, and then with the sorcerer’s apprentice Steve Moore on the markets and on what he owns. You can access the show HERE 

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85 days ago

Tom Winnifrith Bearcast - my first training walk for Woodlarks completed, the shame of it

I guess it was about seven miles that my daughter and I managed and it was terribly muddy so hard going but I am not in great shape. On the last Saturday in May I shall be doing 34 miles. I need to up the pace a bit. In the podcast I cover: AIQ (ASIQ), Online Blockchain (OBC), MyHealthChecked (MHC), Zoetic (ZOE), Kanobo (KNB) and Ariana Resources (AAU).

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157 days ago

Tom Winnifrith Bearcast: Sorry Nigel, it is better to travel than to arrive

I forgot to say that day 7 of Joshua’s Advent calendar sees Mary & Joseph arrive in Bethlehem where there is no room at the inn. I then express frustrations with builders.  In the actual podcast I look at why I disagree with Margaret Hodge MP with whom I share a virtual platform shortly on anonymity on the internet, Ariana (AAU) where I am, of course, a loyal shareholder, Telit (TCM), and Coral Products (CRU).

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206 days ago

Photo Article - what to get the ex-wife for Christmas: Kerim Sener has the answer

With the exception of me, are Ariana Resources (AAU) shareholders the geekiest geeks on this planet? Answers on a postcard to Nigel Somerville please. For it seems many of them want to wear Ariana branded T-shirts and thus the company is selling a range of clothes and other accessories with all profits given to local charities. And among the many items on sale HERE is one which is the ideal gift this Christmas for an ex wife, as you can see below.

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207 days ago

Tom Winnifrith Bearcast: Olaf imprisoned by Covid deranged Queens & my gold stocks reviewed

Queens Colleage Oxford has enccouraged students to snitch on their peers and my daughter, now under house arrest, has fallen victim. What a mad and dark world we live in. After discussing this I look at all the mining stocks I own and one I sold, reviewing where we are now and where the real excitement lies at: Kefi (KEFI), Bluebird Merchant Ventures (BMV), Centamin (CEY), AEX Gold (AEXG), Ariana (AAU), Asiamet (ARS), Jubilee Metals (JLP), Pensana (PRE) and Red Rock Resources (RRR).

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259 days ago

Tom Winnifrith Bearcast: Am I a nicer and more sociable guy than Luke Johnson and has Boohoo boobed in Leicester

I start with a look at Boohoo (BOO) shares in which a falling on back of reports in a paper founded on profits from the slave trade that suppliers in Leicester are using slave labour. Then I ask if Luke Johnson or I am more sociable and what this means about folks stopping working from home. Then onto gold stocks in general, Hummingbird (HUM), Kefi (KEFI), Red Rock Resources (RRR) and Ariana (AAU). I look at Amigo (AMGO) , Attis Oil (AOGL) and finally why today’s shocking Versarien (VRS) expose really could indicate a major scandal. Footnote:

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265 days ago

Tom Winnifrith Bonus Bearcast: Bell, Adams & Bird are only heros because gold is going up, right?

I start this bonus bearcast prompted by your emails and comments while I started to make some Damson Jam with Joshua with a few comments on the wisdom or otherwise of averaging down with reference to Wishbone Gold (WSBN). Then I look at NoGold’s claim ( poor fellow having no gold exposure of late) that gold is being driven higher by herd behaviour. Finally I am told that Messrs Andrew Bell (Red Rock Resources -RRR), Colin Bird (Xtract esources – XTR, and others) and Harry Adams (Kefi) are only looking like heros, rather than zeros as has been the case for many years,  because gold is going higher. Referencing also Mr Kerim Sener of Ariana Resources (AAU) I discuss this and the nature of investing in mining stocks. 

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272 days ago

Tom Winnnifrith Bearcast: Should I protest at Turkey's invasion of Greek waters by selling Ariana as I argue we should all #BoycottTurkey?

I discuss this ethical question as my brother in law salivates at the idea of picking up a gun and heading off to fight the invading Infidels.  Should I sell Ariana (AAU) or not? I look at wider gold issues. I cover Versarien (VRS), ASOS (ASC), the so called economic recovery, and finally Verditek (VFTK) where I am vindicated by today’s fess up but it is not enough of a mea culpa, boardroom heads should be rolling. The stock is, pro tem, uninvestable.

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276 days ago

Tom Winnifrith Bearcast: I will be spending a lot of time with the FCA it seems

I start with a few other comments on Greek Hovel matters. Then I move on to talk about three companies which I shall be or are discussing with the FCA: Zenith (ZEN), Eqtec (DOG), and Verditek (VDTK). Then onto NatWest Group (NWG) where I apologise for my bad language. Finally my thoughts on the gold price and comments on gold stocks I own: Centamin (CEY), Ariana (AAU), Kefi (KEFI), Bluebird Merchant (BMV), and Xtract (XTR).

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276 days ago

Video: Volatile Selloffs Expected Before $10,000 Gold and $300 Silver

And you thought that our own Nigel Somerville was nutso. Meet macro strategist David Hunter. Hmm, now what are my shares in Ariana (AAU) & Xtract Resources (XTR) worth on a DCF basis with gold at $10,000 oz? I am only kidding; this is quite literally insane.

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282 days ago

Tom Winnifrith Bearcast: Versarien, Lanstead, Innovate UK - chapter & verse on what is being hidden and what Nomad SP Angel MUST do next

There are breaches of TR1 rules and a lack of transparency on Versarien’s (VRS) cash position. We need clarity, and that clarity will demonstrate why the £5 million UK taxpayer loan is 100% illegal. I move from one dog to two others: Iconic (ICON) and [email protected] Capital (SYME) before offering some price targets on Ariana (AAU) where I am a very happy shareholder.

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288 days ago

Tom Winnifrith Shareshow Number 7: Two and a half hours on gold as it hits record high, what to buy or should I play the "green revolution" instead?

And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch some sparky interviews with Nigel Somerville on gold and where it goes next, on how to play the gold bull market, what stocks to buy and what non stocks to buy and how a gold bug positions the rest of his portfolio. Then Paul Atherley from a non gold miner, Pensana Rare Earths (PRE), a play on all this green shit everyone – bar me – seems to love. And I explain why I have bought Pensana shares even though I think man-made global warming is utter bunkum. Finally two stocks where the valuation is insane: Dev Clever (DEV) and Trainline (TRN). You can access the show HERE

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302 days ago

Tom Winnifrith Shareshow No 6: 2 hours 17 mins of Richard Poulden on the collapse of the west and of empires, Kerim Sener of Ariana and me on [email protected] capital and 6 more shorts

And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch some sparky interviews with Richard Poulden on the collapse of empires but also of the West at every level.  Also covered is the death of oil and how we should save our finances against such a backdrop and with Kerim Sener of Ariana (AAU). I also explain why [email protected] Capital (SYME) is a crooked zero and I review the six short ideas from the previous five shows, one of which is already a zero. 


You can access the show HERE

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316 days ago

Tom Winnifrith Bearcast - I apologise to the FCA

Thanks for the kind words about looming paternity leave for an old man.  Ahead of that the stench is not of nappies but of wrong doing at Versarien (VRS) and at [email protected] Capital (SYME). I apologise to the FCA over Redcentric (RCN) and offer handy advice to Catenae (CTEA) as the share price goes bonkers. And Darren has fixed everything so please book your seat for MineProphets ( where Ariana (AAU) has just signed up) on July 18 HERE

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515 days ago

Tom Winnifrith Bearcast: Tin hat on time as the Morons and greedy City w*nkers are exposed again and don't like it

In today’s podcast I look at the lessons from the Oracle (ORCP) debacle, at gold miners and how M&A will destroy value over the next 24 months, at Kefi (KEFI), Ariana (AAU) and at long term AIM uber dog Sareum (SAR)

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841 days ago

Tom Winnifrith Bearcast: Luke Johnson is THE acceptable face of capitalism, Frontera (which is not), 1 day to go

How I suffer for you dear listeners. All is explained. Then there is a long discussion on the administration of Patisserie Holdings (CAKE). I move on with a few more words on The Escape Group (ESC) which I covered HERE and then look at Eve Sleep (EVE) and the folly of Neil Woodford, Scancell (SCLP), Anglesey Mining (AYM), Ariana (AAU), Bluebird Merchant Ventures (BMV), Chesterfield (CHF) and Metro Bank (MTRO). Finally it is one day to ouzo time (again) on Frontera Resources (FRR).

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841 days ago

Tom Winnifrith Bullcast - reviewing my own portfolio

The regvular bearcast will appear later. In this podcast I cover Optibiotix (OPTI), Yourgene (YGEN), Wishbone (WSBN), Falanx (FLX), Concepta (CPT), Big Sofa (BST), Red Rock Resources (RRR), Reach4Entertainment (R4E), Obtala (OBT), Ariana (AAU), Wandisco (WAND), Fox Marble (FOX), Argo Blockchain (aaaaaaaaaaaaaaaaaaaaaaagh) and Kefi (KEFI)

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847 days ago

Tom Winnifrith Bearcast: If First Derivatives only wants questions about how big its CEO's cock is I have a nasty surprise for it

In today's podcast I have some bad news for Bath Spa as the Mrs prepares to head to the Grim North relating to what happened after I gave this talk. I also have bad news for First Derivatives (FDP) as it prepares for a "Capital markets Day" session of mutual masturbation with the dumb sell side analysts and even dimmer fund managers who have stuffed other folks cash into this stock. I cover Totally (TLY), Wishbone (WSBN), Ariana (AAU), Quadrise Fuels (QFI) and Richoux (RIC) 

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1112 days ago

UK Investor Show 2018 Video: Kerim Sener of Ariana Resources

Kerim Sener is the founder and CEO of AIM listed gold producer and explorer Ariana Resources (AAU). He is one of the nicest and most honest guys on the market and I think Ariana shares are cheap. To see what he had to say at the UK Investor Show 2018 watch the video below. Enjoy!

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1289 days ago

Buy Ariana at 1.3p - target 2.78p

Maybe the target is a but on the full side but this is the house broker Beaufort talking so it is clearly not impartial. Its mining analyst, Sheldon, is a sensible fellow and the nine page report on Ariana Resources (AAU) is comprehensive. Just to keep Nigel Somerville happy...

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1423 days ago

Tom Winnifrith Bearcast: all Things Fraud and Fright-er-ful

I am pretty much finished here in Greece as I explain in the podcast. And as such I start the journey home tomorrow to spend time in sun-drenched England with the Mrs, Joshua and - of course - Oakley, my utterly pampered three legged cat who is, I gather, now being given iced water to cope with the heat. In this podcast I look at Barclays (BARC), the SFO and the nature of fraud. I look at Thor Mining (THR) where events disgust me and at Ariana Resources (AAU) where I am dissapointed and less accepting than Nigel Somerville is.

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1583 days ago

Tom Winnifrith Bearcast: Explaining what a kitchen sink is - ref Cobham

Oakley is about to be petrified as the working classes are arriving. He fears them greatly. He fears hoovers even more. But ahead of that I record quickly. Today I cover Darren's bogus religion of global warming and Ariana (AAU) - the market has this wrong - Cobham (COB) - what ia  kitchen sink - my dream St Valentine's Day massacre involving three listed companies which could all go bust on February 14. Please God! I also look at PCG Entertainment (PCGE) and its news today. Hats off to my friend comrade Richard Poulden. I also chide young Steve for not giving credit where credit is due to Majestic Wine (MJW) and have a few words about Aidan Earley. I thank him publicly on one matter although a lawyers letter has been received.

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1724 days ago

Tom Winnifrith Bearcast: Preparing for a bashing by my Guardian reading public sector funded family

My father berates me angrily for pointing out what greedy. lazy overpaid bastards the teachers are as we celebrate another bumper results day for the mickey mouse tests that are GCSE's. It will get worse when my Guardian reading sisters (Doctor & Social worker) arrive. Away from that I look at Molins (MLIN), African Potash (FRAUD), Strat Aero (JOKE), Ariana Resources (AAU) a good company and Arian Silver (AGQ) a dog with fleas. 

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1757 days ago

Tom Winnifrith Bearcast - looking back to 2001 and forward to 5PM today

I start by looking at the collapse of Crowdmix and how it so remoinds me of 2001 and what is says about the tech bubble, someting that is very much on my mind right now, as you can see HERE. Then I look forward to tomorrow in Shipston but more imprtantly to the demise, later today, of Worthington (WRN). I cover Ariana Resources (AAU) where I am cross and puzzled, Advanced Oncotherapy (AVO) - how is the placing going Belfort? - Weatherley (WTI) and Ferrum Crescent (FCR)

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1826 days ago

Video: Dragons Den Session 4 from UK Investor: Ariana, ValiRx, Kibo & Jubilee Platinum

The fourth Dragon's Den session at UK Investor show saw myself (Tom Winnifrith), Brian Kinane and Steve Moore each invest £1,000 in shares. Our choice of where to invest was ValiRx (VAL), Jubilee Platinum (JLP), Kibo Mining (KIBO) or Ariana Resources (AAU). Enjoy.

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1826 days ago

Video: Kerim Sener of Ariana Resources at UK Investor Show

I believe shares in Ariana Resources (AAU) are cheap and am happy to hold. Indeed we bought more after the UK Investor show. See what you think as Kerim Sener presents.

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1838 days ago

Tom Winnifrith Bearcast 2nd May - why I like gold & why we own what we own

is this is a bullcast? We have 15% of our portfolio in gold becuase we are bearish about shares. Does that make sense? I discuss why you should own some physical gold and then why we own the shares we do, notably Petropavlovsk (POG), Ariana (AAU) and Wishbone (WSBN) but also much smaller amounts of Eurasia (EUA), Bluebird (BMV) and Armadale Capital (ACP)

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1905 days ago

Ariana Resources at 0.95p worth 2.79p?

The research note making this suggestion comes from the house broker so treat it with a bucket of salt. Having said that, mining analyst Sheldon Modeland is no idiot and I also happen to think that shares in gold junior Ariana Resources (AAU) are cheap and thus in that vein (pun geddit?)

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1979 days ago

Video: Ariana Resources presents at Gold & Bears - November 28 2015

And now it is my friend Kerim Sener of Ariana Resources (AAU) presenting at Gold & Bears. For what its worth I reckon that its shares are very cheap. Enjoy

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