BWY

115 days ago

Tom Winnifrith Bearcast No 1: Does the Bellway trading statement shoot down the housebuilding bear case?

The Bellway (BWY) statement was good. But I would not buy the shares on a 3 billion quid valuation and explain why. And nor does this destroy the bear case for housing and house prices.

295 days ago

Tom Winnifrith Bearcast: meeting the 1 Vast Resources shareholder with an IQ of more than a park bench

That explains why there is only 1 podcast today. Then it is onto housing demand, Donald Trump, immigration and any UK read across, Bellway (BWY), gold and the Dow and Oracle Power (ORCP). I start with why Cleantech Lithium (CTL) fills me with such utter disgust and why the FCA is failing us all again as the best performing share today is the insolvent fraud Supply@ME Capital (SYME)