172 days ago
I start with my nettle beer brewing and ShareStock, then move on to Fevertree (FEVR), Kefi Gold & Copper (KEFI), the greatest joke ever told, IQE (IQE) and Chill Brands (CHLL)
401 days ago
I start with more ranting about Beechwood Nurseries. Then it is on to: Kefi Gold & Copper (KEFI) – more blood pressure issues - the Silverwood (SLWD), VSA (VSA), Andrew Monk and Lush scandal, Wildcat Petroleum (WCAT) MGC Pharmaceutics (MXC), Fevertree (FEVR) and then Malcolm’s strange love affair with Blackbird (BIRD) which I cannot fathom at all.
401 days ago
The market seems to like today’s full year numbers from FeverTree (FEVR) but then expectations had already been muted. Under-promise and over deliver as the old adage goes. Me? I am an old fashioned sort of chap who does not like companies funding not only their entire ordinary dividend but also a special not from earnings but simply by running down cash. Is that long term smart in this uncertain world?
581 days ago
Put it in your diary now. That is ShareStock 2023. Come on Jimbo you have more than a year to persuade your Mrs to allow you out for the weekend. Courage mon brave! In the podcast I look at Audioboom (BOOM), Parsley Box (MEAL), Fevertree (FEVR) and the greed of Novum, king of the spivs Jon Bellis and Strand Hanson with 2 Standard List IPOs today. No way on earth with that structure will anyone bar the crony capitalists make money from those deals. Coke & hookers all round.
621 days ago
I start with dire numbers from the theme park operator and what they mean for companies such as MADE.com (MADE), Fevertree (FEVR) and ProCook (PROC). Then I look at the former WPCT (SUPP), Revolution Beauty (REVB) and Canadian Overseas Petroleum (COPL), now a great low risk short, as the price is capped by the death spiral in place. That cap can only move lower.
633 days ago
After Fevertree’s (FEVR) recent profits warning, Lucian Miers says that he has closed his short. Not that he expects the shares to surge higher just that he sees greater opportunities out there for the teddies. I am not so sure.
641 days ago
In today’s Bearcast I reflect on why it is important to report Eight Capital Partners (ECP) but, more importantly PKF Littlejohn, to the FRC as I have done today. I look at why I don’t look at Direct Line Insurance (DLG), then consider Tortilla Mexican Grill (MEX) but in the same vein Fevertree (FEVR), Cineworld (CINE), Music Magpie (MMAG) and Parsley Box (MEAL). Then I look at Anglesey Mining (AYM) with a hisory lesson stretching back to 4000 BC and words of warning to suckers who may fancy a dabble. Then it is onto the disgrace that is Pineapple Power (PNPL) and all the rogues associated with this shocking promote.
642 days ago
I start with some advice from Greece on coping with the heatwave. Then it is Jennings versus Ironveld (IRON) and why – in this case - you really should back Jennings. Finally re Fevertree (FEVR) what do you make of the photo below? And why its dividend should be chopped. And why it is still a short whatever PL suggests.
642 days ago
Yes I fell for this scam sponsiored by the British and French Governments ands I mention this in the context of folks getting, wrongly, excited by news today from Novacyt (NCYT). Make no mistake: the covid testing bubble is over. I discuss Fevertree (FEVR) where I predict two more profits warnings – stay short. And then on the vicious attack on Richard Jennings by Ironveld (IRON). Jennings is a litigious fellow so may well be talking to his lawyer. I wouldn’t bother myself but cant think that Ironveld’s board is doing itself any favours with such antics.
642 days ago
Lucian Miers and I both warned that this would happen as, I think, did the Dark Destroyer Matt Earl. Chris Bailey is a non-drinker and disagreed. Never trust a non-drinker, as my pal Evil Knievil (not a non-drinker) would say. On 19 May Fevertree (FEVR) told us to expect flat FY EBITDA of £63 million to £66 million. Today, less than two months later…..
685 days ago
Lucian Miers wrote here a couple of weeks ago about Fevertree (FEVR) where he remains short. There may be some people laughing at him as the fizzy drinks group fairly promptly served up a trading statement suggesting that it was on track to meet forecasts. But that is looking in the rear-view mirror. What is important is what happens going forward.
706 days ago
Fevertree (FEVR) has issued a trading update, which seems to read well, but the shares are down and will fall further. Let me explain.
712 days ago
I start with some great news: my mother-in-law is moving to the next village tomorrow. Watch out Farndon! Then, I look at Trafalgar New Homes (TRAF); Fevertree (FEVR); Mirriad (MIRI); Supply@ME Capital (SYME); Dignity (DTY); and Zephyr Energy (ZPHR).
767 days ago
I discuss the latest developments in Ukraine. Then I move on to Fevertree (FEVR), Tern (TERN), Braveheart (BRH), Iofina (IOF) and the fraud Chill Brands (CHLL) and the bucket shop based maths based on liquidity, or rather the lack of it.
1007 days ago
A frantic morning of tidying sees Joshua and I ready to face the Mrs, we head to Athens shortly. Ahead of that I suggest a new gender test for the Olympics. In the main podcast I look at bitcoin, Argo Blockchain (ARB), Fevertree (FEVR), coping on a meltdown day, Nightcap (NGHT) and St James House (SJH).
1560 days ago
In today’s bearcast I look at Versarien (VRS), Sosandar (SOS), Toople (TOOP), Audioboom (BOOM), ADVFN (AFN), Fevertree (FEVR), Zenith Energy (ZEN) and Eden Research (EDEN).
1741 days ago
My fat, drunken, friend Jono from Zimbabwe arrives at the Welsh Hovel shortly and I shall try not to allow him to lead me astray. I also await Gabriel’s next bombshell dossier I am to publish tomorrow morning. In this podcast I look at the wider implications of the RM2 (RM2) debacle for Neil Woodford, at IQE (IQE), at Fevertree (FEVR) – hat tip Leon Boros – at St James House (SJH) and at Diversified Gas & Oil (DGOC).
2347 days ago
This is interesting. Are the glory days of Fevertree (FEVR) behind it? Is it time to call the top? This is the bear case as presented by a leading broker today. It is an interesting read...
2632 days ago
In this bearcast, delayed by more upgrades to my PC from Mr Gates, I look at the appointment of an Oxford contemporary Charlotte Hogg as deputy governor of the Bank of England. Does it really say anything about the advancement of women? Then I discuss growth stocks such as Gary Newman's Fevertree (FEVR) and Boohoo.com (BOO), Finally I ask for your help please as I assemble a dummy portfolio of AIM Resource dogs just to see if market sentiment is so crazy that they fly. I nominate Golden Saint Resources (GSR) and Xtract Resources (XTR) now please can you nominate another ten dogs by noon Monday 13th?