Bluebird

21 days ago

Carillion boss fined by the FCA: what does that mean for Bluebird’s Sath and the fraudster Stuart Ashman?

I fear that the answer is not very much. Not because it shouldn’t but because the penalties handed out by the FCA are so utterly piffling. The FCA wants us to get excited as former Carillion CEO Richard Howson was yesterday fined £237,700 for his part in misleading statements being issued by his company. Put that in context. In his last full year in charge Howson trousered a total package of £1.5 million. His payoff when he left as the firm collapsed in 2017 was £660,000.  He was CEO for five and a half years and his net wealth must be closer to £10 million than to £5 million.  This fine is a drop in the Ocean.

60 days ago

Tom Winnifrith Bearcast No 1: Amaroq should do an RNS, living rent free in the head of a rodent and more cobblers from Bluebird

I record with the Euroloon sitting only a few yards away so must be careful what I say. Viva Trump! In today's podcast I discuss Amaroq (AMRQ), Bluebird (BMV) and Skinbiotherapeutics (SBTX)

202 days ago

Tom Winnifrith Bearcast No 1: Optibiotix & Bluebird

Two companies where I hold shares. Both have announcements that are on balance positive but I put up caveats on both and have advice for the two CEOs which will, no doubt, be ignored.

206 days ago

Tom Winnifrith Bearcast: Watching women's football, Bluebird, Amaroq and is it a FU moment at Minoan

I am such a damn progressive: I discuss the girlies game I took the family to then Bluebird (BMV), Amaroq (AMRQ) and Minoan (MIN).

257 days ago

Tom Winnifrith Bearcast No 1: As Andrew Webley hoists an enormous red flag doing the maths on the Smarter Web Company and Bluebird

1 still trades at almost 9x fully diluted NAV, one could be trading at a discount to NAV within weeks

1441 days ago

TomWinnifrith Bearcast: My SIPP buys more Optibiotix, Bluebird vs Kefi, & much more

This is a very long podcast, covering: Optibiotix (OPTI); Skinbiotherapeutics (SBTX); Kefi (KEFI); Bluebird (BMV); Ten Lifestyle (TENG); CakeBox (CBOX); Deepverge (DVRG); Petropavlovsk (POG); Eurasia (EUA); and Amur Minerals (AMC).

1479 days ago

Tom Winnifrith Bearcast: the greed of Piggy Austin is just not acceptable

I start with a few thoughts on a visit this morning to the post industrial wastelands of Salford. Gosh it was grim.  Then a schoolboy error on Skinbiotherapeutics (SBTX) but it only makes the case  for filling your boots stronger. No, I have not got a scooby about why Bluebird (BMV) shares are up but I speculated and put together a few pieces of the jigsaw.  I look at W Resources (WRES) but would not touch it with a bargepole and then discuss the wholly unacceptable greed of Andrew “piggy” Austin at Kistos (KIST)

3599 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)