Bluebird

107 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.

111 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).

162 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

1346 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).

1384 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)

3503 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)