87 days ago
I discuss the Anglo Mining(AAL)/Teck merger, the gold price and Nigel's idea of top slicing his mining shares. I mention en passant: Golden Prospect (GPM), Amaroq (AMRQ), Kefi (Kefi), Bluebird Mining (BMV) and Ariana (AAU). I also say sorry on Invinity Energy (IES) but we will revisit it as a short when it next runs out of cash in later 2026
88 days ago
I discuss Invinity Energy (IES)and Avacta (AVCT) two big short ideas from Saturday from Evil Banksta and Lucian Miers and a transaction last year involving my good pal Andrew Monk where the optics just do not look good. Then it is Jim Mellon's Seed Innovations (SEED). Jim does not mention this, as others do on a daily basis but do you know which College at Oxford he attended?
513 days ago
In today’s bearcast I look at Versarien (VRS), Invinity Energy (IES) - a change of stance – Skinbiotherapeutics (SBTX), UK Oil & Gas (UKOG), Baron Oil (BOIL) and NatWest Group (NWG).
652 days ago
On September 5 2023 I took Andrew Monk of VSA Capital (VSA) to task for trying to ramp shares in Invinity Energy (IES) on an all expenses paid jolly visiting Canadian fund managers. The shares were then 49p. I do hope that you followed my bear call as, despite Monkey’s wretched protestations, I was bang on the money. The shares are now 28.5p and falling rapidly.
739 days ago
You may remember that a few weeks ago Andrew Monk got pretty furious when I suggested that he was taking Invinity Energy (IES) to see a stack of Canadian fund managers to lay the groundwork for the next bailout placing. Today we have interims and it is blindingly obvious that as part of his degree in name dropping at Oriel College Oxford, Monkey did not do any maths but he might have done a paper on misleading investors. Natch Invinity boasts of “record” sales and muppet investors seem impressed by that ignoring the company’s own admission today that it is running out of money.
