1986 days ago
This bearcast is prompted partly by news Purplebricks (PURP) is not telling you about and partly by Malcolm's buy note on Bovis (BVS) earlier and partly on some new housing data out yesterday. Suffice to say Purplebricks is in ever deeper merde, Malcolm Stacey is wrong and there really could be a big fall in UK house prices and volumes and it is just partly linked to Brexit. It is a pin and we know there is a bubble.
2603 days ago
The last time there was a mega merger in the housebuilding sector was 2007. Can you remember what happened next? Exactly. And thus today Bovis (BVS) announced that it had received bid approaches from both Redrow (RDW) and Galiford Try (GFRD). It has rejected both.
2668 days ago
I start with a section on the African Potash (AFPO) fraud and how and why I need those who have lost cash to contact me to see if we can seek legal redress. I am proposing to fund two small claims cases to establish a precedent. If we win either or both its ramifications for AIM are massive. Then I look at woeful lies from fake newscasters at ITN but in a macro-economic session inspired by Next (NXT), Bovis (BVS) and Cambria Auto (CAMB) I look at now clear macro headwinds which are hitting the UK partly as a result of very bad calls by the twit Carney and the poltroon Osborne and his pea brained successor as Chancellor, Phil Hammond. How can you assemble a short portfolio on the back of that? I answer reader Tony, but also suggest another short portfolio. En passant I mention Infrastrata (INFA) as well as covering CIC Gold (CICG).
2673 days ago
One of yesterday's macro calls from the bearcast HERE is already looking good with today's warning from Bovis (BVS) which I cover in detail. I also look at Avanti Communications (AVN), United Cacao (CHOC), Cloudtag (CTAG), Harvest Minerals (HMI) and at the latest disastrous news about Slater & Gordon (SGH). Happy Christmas Aussie poltroons: wa,wa,wa wa wipeout! The article about the loathsome Guardian I reference is HERE
2846 days ago
I have spent the morning getting twitter grief for this article but the one polite twitter enquiry concerns BoxHill (BOX) and I answer that in this podcast as well as explaining why shares are both up and down since Brexit - it all depends how you look at it. I also cover Gulf Keystone (GKP), Bluebird Merchant Ventures (BMV), Advanced Oncotherapy (AVO) and Avanti Communications (AVN), I meant to talk about Bovis (BVS) but forgot. I shall try to remember tomorrow when I am down to make a gooseberry crumble. I shall report back on that over the weekend.
3083 days ago
In this podcast I once again tantalise Lord David Bick - PR bully boy to Del Boy Lenigas - a new discussion is at the end. I start with Rare Earth Minerals (REM) - following up from here - then move onto Leed Resources (LDP), New World (NEW), Poundland (PLND), Optibiotix (OPTI), Bovis Homes (BVS), Johsnton Press (JPR) and fianlly to Solo Oil (SOLO), a company associated with Jabba the Hutt.
