46 days ago
Bluebird (BMV) has today announced that it has paid £75,000 in cash for a 120 day option to buy El Alamo Resources Ltd for £250,000 – with more payments depending on progress. This stinks to high heaven.
74 days ago
The car failed outright on Friday and is being scrapped. But mine today suggests a lot of remedial work needed. So as soon as this is live it is off to the garden I go for hard labour. After that I discuss Pensana (PRE), Bluebird (BMV), Anglesey Mining (AYM) and , in detail , all the red flags about the Ashington Innovation (ASHI) RTO announced today.
207 days ago
By that I mean that they want to get their hands on dumb money in a placing: I discuss when and why for Bluebird (BMV) and Blackbird (BIRD). Then it is rate hikes/cuts, why the UK has stubborn inflation and gold. I look at Mirriad (MIRI), Valereum (VLRM) and Probiotix (PBX) with its accounting boo-boo but cracking results.
248 days ago
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.
287 days ago
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)
429 days ago
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.
433 days ago
I am such a damn progressive: I discuss the girlies game I took the family to then Bluebird (BMV), Amaroq (AMRQ) and Minoan (MIN).
484 days ago
1 still trades at almost 9x fully diluted NAV, one could be trading at a discount to NAV within weeks
1668 days ago
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).
1706 days ago
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)
3826 days ago
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)