Personal and undiluted views

22 days ago

Tom Winnifrith Bearcast: as insanity rages I look at the thoughts of 3 great sex symbols and investment legends: Becks, Lucian Miers and Malcolm Stacey

I start with a joke about Lord George Young and the late Jimmy Savile prompted by a discovery my sister made today in Shipston. Then I look at IQE (IQE), Cineworld (CINE) and the scandal that is the David Beckham linked pot IPO.


33 days ago

Tom Winnifrith Bearcast: Gamestop, Elon Musk & Melvin - all that is mad in this world today

I start with a note on why we should spare a few thoughts at 8PM tonight. I then look at Gamestop, Elon Musk, Melvin Capital and sheer insanity writ large. From there I move onto Cineworld (CINE), Verditek (VDTK) where AIM Regulation really must act and then onto events at Sabien (SNT).


36 days ago

Tom Winnifrith Bearcast: can you beat the Welsh Beekeeper & the wider issues raised by how Supply shareholders discussed killing me

I start with page 33 of today’s Daily Mail as you can see HERE. Then a non prize contest – do you have to hand a more obscure publication than I have just been handed? Then onto [email protected] Capital (SYME) shareholders chatting about having me killed and the wider issues it raises. Finallty onto Cineworld I(CINE) and are the obscene bonuses the Greidinger brothers propose for themselves the unacceptable face of capitalism and if so why?


55 days ago

Tom Winnifrith Bearcast: GroupThink on Lockdown, Remote Monitored, Optibiotix and Cineworld

I start with the non financial GroupThink but explain how this is relevant to three shares: Remote Monitored Systems (RMS), Optibiotix (OPTI) and Cineworld (CINE). And i outline why two of thre three are screaming sells and one a screaming buy. Guess which? I refer to this article I penned earlier on how dissent from GroupThink is being stifled.


69 days ago

Tom Winnifrith Bearcast: Surely Cineworld has to be a great short, the key is the balance sheet

I start with Joshua’s Advent calendar and my great uncle the jail bird and end with Christmas news from the Welsh hovel which shows how fecking green I am. In between I look at Hurricane Energy (HUR), Angling Direct (ANG), Cineworld (CINE), Trainline (TRN), Frazers (FRAS), Powerhouse (PHE) and Metro Bank (MTRO)


98 days ago

Cineworld – the answer to drowning in debt is ….er more debt?

Cineworld (CINE) is drowning in more than $8 billion of net debt. Its net assets at the half year were just $1.2 billion and if you strip out intangibles that number falls to MINUS $4.3 billion. With Cinemas around the world either shuttered or likely to reopen to much smaller audiences what to do? Yup…take on more debt.


107 days ago

Tom Winnifrith Bearcast: Chatting to Steve O'Hara

In today’s podcast I look at Cineworld (CINE), Trainline (TRN), Novacyt (NCYT), Powerhouse Energy (PHE), Optibiotix (OPTI) and Skinbiotherapeutics (SBTX).


111 days ago

Tom Winnifrith Bearcast: Has Pfizer really got a Covid vaccine that works for 90% of us?

I start with the wonder vaccine. Is it a cure all for companies such as Cineworld (CINE) or Carnival (CCL)? Then I consider Julie Meyer in light of the research I was doing yesterday for the Gewanter case and what it says about the UK’s rotten honours system.  Then I look at Inspirit (INSP), Countrywide (CWD), Amigo (AMGO) and Escape Hunt (ESC) where I stand with Steve not Justin the Clown.


138 days ago

Tom Winnifrith Bearcast: Bastard Bankster Andy Hornby is today's unacceptable face of capitalism

Coming to you from Shipston, I discuss Andy Hornby and why he is a posterboy for the unacceptable face of capitalism at the Restaurant Group (RTN) and also the news from Cineworld (CINE) – told y’all! As the shares are set for a Monday crash, I discuss the systemic failure of the media to understand the issue at hand and especially the guilt of the Sunday Times in losing folks’ money.


153 days ago

Tom Winnifrith Bearcast: More sleaze at cash strapped Versarien & a clever arb for morons who like SYME

I am in Shipston with my father and start by discussing how I deal with phone calls here. I look at another crazy Covid story then at Versarien (VRS), Amigo (AMGO), Vela (VELA), Falanx (FLX), Cineworld (CINE) and at a clever arb for fools like Zak Mir who believe in [email protected] Capital (SYME), that leading enterprise from the province of Norfolk.


158 days ago

Tom Winnifrith Bearcast: Bravo! David Lenigas tells the truth about dishonesty at the bottom end of AIM

I have been distracted today as you can see HERE. In today’s podcast I cover Wishbone Gold (WSBN) and Big Dave’s honesty. I look at [email protected] Capital (SYME) and its latest dishonesty, Cineworld (CINE), Biome Technologies (BIOM)  and at Versarien (VRS).


158 days ago

Cineworld interims – surely as covid lockdowns intensify this is a slam dunk zero

Remember how the PR spinners for Cineworld (CINE) conspired with the corrupt deadwood press to suggest that stakebuilding by a Chinese investor meant this company was a bid target.  Anyone who bought into that tosh will today be regretting it as interims show that this company is a zero.


201 days ago

Tom Winnifrith Bearcast: BREAKING, the first member of the Quindell crime gang to face legal action - it should be this week

A source who is 100% reliable tells me that the first member of the Quindell crime gangto face legal consequences will discover the good news this week. I shall keep you posted but I am in the right place to secure barrels of ouzo with which to celebrate. Elsewhere I discuss Eqtec (ETQ) and why an eminent poster on our comments section is wrong to give it a clean bill of heath regarding its fraud. I debate valuing stocks in relation to NAV with respect to mining stocksand investment companies and why it is different. I look at Cineworld (CINE) and bid rumours, [email protected] Capital (SYME) and lunacy and at the atrocious results from Versarien (VRS) and its startling admission re its illegal taxpayer loan. I also discuss why i am not panicking on gold and the gold shares I own.


202 days ago

What percentage of the population has died of Coronavirus? Why your answer might make Cineworld a zero...

Every death is, of course, something we must lament but you need to put things into perspective. As such, a survey last week carried out in several countries made fascinating reading. Folks were asked what percentage of the population in their country had died of Covid. 


208 days ago

Tom Winnifrith Bearcast: Is Cineworld now a slam dunk zero thanks to blundering Boris?

My wife’s young cousin – L – and her young man will arrive shortly to our house to cat sit and the Mrs, Joshua, and I can head to the Greek Hovel. I wonder what Covid restrictions there are in Greece and how they will be applied? Here in the UK, BoJo has new rules and I ponder if they will mean the death of Cineworld (CINE).  On the subject of death, I discuss Versarien (VRS) and also its moronic shareholders and why ADVFN (AFN) scores an own goal in not banning them. I look at Coro Energy (DOG) and also International Consolidated Airlines (IAG), British Airways as was.


213 days ago

Tom Winnifrith Shareshow Number 7: Two and a half hours on gold as it hits record high, what to buy or should I play the "green revolution" instead?

And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch some sparky interviews with Nigel Somerville on gold and where it goes next, on how to play the gold bull market, what stocks to buy and what non stocks to buy and how a gold bug positions the rest of his portfolio. Then Paul Atherley from a non gold miner, Pensana Rare Earths (PRE), a play on all this green shit everyone – bar me – seems to love. And I explain why I have bought Pensana shares even though I think man-made global warming is utter bunkum. Finally two stocks where the valuation is insane: Dev Clever (DEV) and Trainline (TRN). You can access the show HERE


220 days ago

Tom Winnifrith Bearcast: Journalist-smearing motherfuckers Citigate Dewe Rogerson & FastJet Edition

I have been waiting for this day for a long while. I hope that comrade Graham Neary has a glass (or seven) of Black Velvet over in Ireland tonight. I shall have an ouzo as I enjoy some karma heading to the - journalist-smearing – fascist PR bastards at Citigate. I should warn you that this podcast contains some bad language as I consider the AIM demise of Fastjet (FJET). I laugh at a rumour about Ascent Resources (AST) and the whore blogger Malcolm Graham Wood and I consider the laughable plans of the pathetic nanny state regime of Bojo to tackle obesity.  I also look at Cineworld (CINE), R4E (R4E) and [email protected] Capital (SYME), three firms I fear are in the merde. And did I mention that Citigate Dewe Rogerson are a bunch of journalist-smearing motherfuckers whose comprehensive lack of ethics I shall toast with ouzo tonight?


227 days ago

Tom Winnifrith Shareshow No 6: 2 hours 17 mins of Richard Poulden on the collapse of the west and of empires, Kerim Sener of Ariana and me on [email protected] capital and 6 more shorts

And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch some sparky interviews with Richard Poulden on the collapse of empires but also of the West at every level.  Also covered is the death of oil and how we should save our finances against such a backdrop and with Kerim Sener of Ariana (AAU). I also explain why [email protected] Capital (SYME) is a crooked zero and I review the six short ideas from the previous five shows, one of which is already a zero. 

You can access the show HERE


236 days ago

Cineworld – the legals have landed: not good news

Drowning in debt Cineworld (CINE) was in a hole when Covid struck. It had agreed the $2.1 billion purchase of the Canadian chain but with all of Cineplex’s theatres going darker than Justin Trudeau’s face on party night, thanks to the shutdown, and with Cineworld’s existing 787 theatres also shuttered, going ahead would have been financial suicide.


241 days ago

Tom Winnifrith Shareshow No 5: Well over 2 hours of Gary Newman on mining stocks, Harry Adams of Kefi and myself on why Cineworld has to be a stonking short

And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch some sparky interviews with Richard Poulden on the collapse of empires but also of the West at every level.  Also covered is the death of oil and how we should save our finances against such a backdrop and with Kerim Sener of Ariana (AAU). I also explain why Su[email protected] Capital (SYME) is a crooked zero and I review the six short ideas from the previous five shows, one of which is already a zero. 

You can access the show HERE


245 days ago

Tom Winnifrith Bearcast: Happy to help corpulent Neill Ricketts, I suggest some excuses he can use

Sorry this is late. I have been distracted by the mad world we live in so musing too much on and tomorrow Joshua and I try to bust out of lockdown Wales, like the – now erased from history – Dukes of Hazzard, to visit my Dad so limited copy from me then. Ahead of that I discuss Avacta (AVCT), Versarien (VRS), Sound Energy (SOU), Cineworld (CINE) whose managers I despise, and UK Oil & Gas (UKOG). Okay I am not firing Darren tonight, you can now book your MineProphets tickets HERE 


252 days ago

Tom Winnifrith Bearcast: the answer to too much debt cannot be even more debt

I start with two points of order on my next premium podcast (out later tonight) and on July 18 ( more details tomorrow). Then I look at Walcom (WALG) and lessons learned, Tomco (TOM) and lessons not being learned as who gives a flying wotsit about criminality on AIM, and at Cineworld (CINE) where there are four reasons to stay short.


267 days ago

Tom Winnifrith Bearcast: Leading folks up the garden Pathfinder in this way is Wrong! Wrong! Wrong!

Firstly the links. For reasons discussed, if you are not registered with Primary Bid register for free now HERE. Secondly we are at 33% help us to save Woodlarks donate HERE. Heck even daughter Olaf has dipped into her vodka funds to donate. In the podcast I look at IWG (IWG), Pathfinder Minerals (PFP), Cineworld (CINE), Bidstack (BIDS), Fox Marble (FOX) and, sorry Jim, Condor Gold (CNR). I also look at the “wisdom” of appointing a Chief Diversity Officer. 


323 days ago

Tom Winnifrith Bearcast - Pinsent Masons, taxpayer cash and the utterly unacceptable aspects of the Government bailout

I start wth a look at Carnival (CCL). then it is onto old pals, Cineworld (CINE), West Ham, Pinsent Masons and others and how this bailout is in fact allowing and will make the rich to get richer, reward them for past greed and will see the wealth gap widen in a wholly unacceptable way. What is happening at morally bankrupt law form Pinsent Masons is a particular disgrace.  


326 days ago

Tom Winnifrith Bearcast: A share which I own is either a Covid 19 zero or a multibagger, let me explain

First an appeal on behalf of Darren, please can you assist him. Then I look at R4E (R4E), a Covid zero or a multibagger. Then compare the management at Restaurant Group (RTN) and then at Cineworld (CINE) where the greedy bastards are doing exactly what Liverpool FC did before there was a public outcry. Then a note on Bidstack (BIDS) and a look at 88 Energy (88E)


328 days ago

Cineword Covid 19 Update tells us nothing at all other than the directors are greedy bastards – in a mad world shares roof it

Shares in utterly bankrupt and worthless Intu (INTU) are up by 10% today. It is one of those days when folks just assume the best in everything. The worst recession since the 1930s, sod all earnings visibility, looming mass unemployment? Who cares? Just Fill Yer Boots! In that vein, shares in Cineworld (CINE) are up by 44% at 57p despite a dismal Covid update telling us nothing we need to know at all. Other than that the board are greedy bastards and you & I are subsidising that greed!


348 days ago

The Cineworld sinking ship – Helen Weir jumps overboard

Chris Bailey and I have warned repeatedly that Cineworld (CINE) looks to be a car crash and may well go bust. In the good times it has racked up vast debts and now we are all self isolating and its movie theatres are empty. It is a recipe for disaster. And so we turn to NED Helen Weir.


348 days ago

Tom Winnifrith Bearcast: stockmarket Bloodbath

I start with the markets, coronavirus, hapless Donald Trump and other matters. It is all a mess. Some folks are really hurting and I explain how this can affect you. Then I look at Cineworld (CINE), Mosman Oil & Gas (MSMN), Nostra Terra Oil & Gas (NTOG), Big Dish (DISH), NMC Health (NMC), Finablr (FIN) and Metro Bank (MTRO)


356 days ago

Tom Winnifrith Bearcast - oil price and coronavirus disasters ahead

In today’s podcast brought to you from Shipston I look at the oil price and what it means for a range of oil shares from the majors down to shitty little oil explorers on AIM. I then return to the coronavirus ex oil and with especial reference to Telit (TCM), Cineworld (CINE) and The Restaurant Group (RTN).. Finally I look at the proposed comeback of disgraced Neil Woodford.


386 days ago

Video: Cineworld, aggressive accounting? Looking like a horror show!

I present the video below from Bucephalus Research Partnership with no comment other than to say I would not be gagging to buy shares in Cineworld (CINE) on the back of it. . Judge for yourself, it seems pretty compelling viewing to me. Hat tip PB.


2178 days ago

Cineworld - bank a c60% profit

Following its February 2014 combination with Cinema City to create the second largest cinema chain in Europe, Cineworld (CINE) has announced results for the year to 1st January 2015 and that “the prospects for the group in 2015 are good. There is a strong film release programme and we are currently on track to open a further 20 cinemas during the year”.


2235 days ago

Cineworld Strong Trading Update leaves us well ahead on this share tip

Cineworld Group (CINE) has announced that “we anticipate that group profitability for the year ended 1 January 2015 will be towards the top end of market consensus”. This follows its UK & Ireland business having continued to outperform the wider market and stronger box office growth elsewhere.

A 3.7% decline in UK & Ireland admissions was offset by a 4% increase in the average ticket price, whilst Central and Eastern Europe & Israel box office revenues were 2% higher.



2430 days ago

Cineworld Trading Update – c20% share price upside

Cineworld Group (CINE) has updated that trading for its half year ended 26th June 2014 “has been in line with our expectations” and that, “taking into account the strength of film line up in the second half, we are on track with our plans for the year as a whole”.

This follows pro forma (reflecting the 28th February completed acquisition of Cinema City)  box office revenues increasing by 1.5% in the period (admissions up by 1%), retail spend per person increasing by 2.6% and ‘other income’ declining by 2.5% (though excluding phasing effects of distribution incomes being 3.2% higher).

It was noted that “in the final weeks of the half, as expected, admissions in certain countries have been lower due to the World Cup”


2487 days ago

Cineworld Trading Update - Buy

This is a share tip we are modestly ahead on on the Nifty Fifty website but there is more to come. Cineworld Group (CINE) has updated us all that trading for the first 18 weeks of its year “has been in line with expectations” and that it “remains confident of delivering a performance for the year as a whole in line with current market expectations”.


2603 days ago

Cineworld - we are well ahead but more to come?

A Joint offering from myself & Steve Moore: Cineworld Group (CINE) has announced a proposed £503 million acquisition of the cinema operations of Cinema City International N.V. and an accompanying 8 for 25 Rights Issue at 230p per share to raise approximately £110 million.  On our Nifty Fifty website we are well up on this share tip but is there more to come?