TomWinnifrith
Welsh Hovel
Greek Hovel
Woodlarks
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Corpus Resources

94 days ago

Tom Winnifrith Bearcast: Dismiss Crest as an outlier at your peril

I explain company specific issues at Crest Nicholson (CRST) but recent statements from Sosandar (SOS) and others only add to a compellinmg bearish macro narrative. I discuss that and also why I want zero UK residential property exposure.  I look at Corpus Resources (COR), Skinbiotherapeutics (SBTX) and Mercantile Ports (MPL), an old Comrade Stacey fave I've always seen as a POS. It's today's ouzo call.

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354 days ago

EXPOSE: Satsuma Technology new CFO: out of the frying pan into the fire

Today Satsuma (formerly TAO Alpha) (SATS) has announced a Board change which some folk seem to think is good news. Think again. Satsuma states:

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Required Reading
  1. The biggest climbdown in global warming history, the IPCC admits it made it up - The Daily Sceptic

     

  2. 18m person Japanese study shows covid jabs increase death risk: Conservative Woman

     

  3. Mark Steyn: The Great Big Convoy

     

  4. Damning review of Nicola Sturgeon biography by JK Rowling

     

  5. Tossers at the Oxford Union think Tory Peer Hedge Fund Manager represents the Despised Working classes more than author & Dagenham firefighter Paul Embery,

     

  6. What's the Point of Private Eye? The Daily Sceptic

     

  7. Obesity will starve the NHS: Unherd

     

  8. Mark Steyn: one year on from October 7

     


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I also read
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  2. Mark Steyn

     

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  4. Melanie Phillips

     

  5. Order Order

     

  6. Peter Hitchens

     

  7. Tim Worstall

     

  8. Wexboy

     

  9. Zero Hedge