1484 days ago
Natch I wish the Prime Minister a speedy recovery from Covid 19. I am sure that like almost all healthy victims he will recover and refer you to my two podcasts HERE and HERE as to why the Doomsayers are engaing in GroupThink but really cannot have it both ways: the virus cannot be both highly contagious and highly lethal. I discuss why the three day shares rally, now reversed today, cannot be justified in terms of the likely curve of corporate earnings recovery. I look at Next (NXT), Optibiotix (OPTI) and dual listings, Dev Clever (DEV) & Royal Mail Group (RMG)
2033 days ago
"Next warns on Brexit" risks screamed the headline on the BBC website as you can see below. On radio and TV broadcasters shouted the same message. But if you read what Next, a company run by highly pro Europe management, actually said rather than what the state funded broadcaster said it said you might be surprised.
2361 days ago
Did you say "rabbits white rabbits" this morning? I always forget. I start with a run though of my Russia Today interview yesterday in case you missed it which you almost certainly did. But I hope Presidents Putin and Trump approved anyway. Then it is onto Big Sofa (BST) have I got it wrong? I look at Nighthawk (HAWK), Echo Energy (ECHO), Halosource (HALO) and then what the Next statement really means. And I have a few more words on Andalas (ADL) after this morning's shocker.
2581 days ago
I comment on the hopeless response of smug MPs and the established media to yesterday's terror attack on my own website in a podcast HERE. On the markets I look at expectations management at Next (NXT), at how we know or knew about the balance sheet at Toople (TOOP) covered HERE by Cynical Bear or Advanced Oncotherapy (AVO) heading for 0p and covered in detail by me earlier HERE. I look at Public Services Properties (PSPI ) and what its AIM casino departure says about RTOs and contingent liabilities - which reminds me again of New World Oil & Gas (NEW). Finally I have a detailed look at the strange world of Paternoster Resources (PRS), not a stock you have to own in any way. PS Cynical Bear is not me. Can you see any typos in his articles?
2659 days ago
I start with a section on the African Potash (AFPO) fraud and how and why I need those who have lost cash to contact me to see if we can seek legal redress. I am proposing to fund two small claims cases to establish a precedent. If we win either or both its ramifications for AIM are massive. Then I look at woeful lies from fake newscasters at ITN but in a macro-economic session inspired by Next (NXT), Bovis (BVS) and Cambria Auto (CAMB) I look at now clear macro headwinds which are hitting the UK partly as a result of very bad calls by the twit Carney and the poltroon Osborne and his pea brained successor as Chancellor, Phil Hammond. How can you assemble a short portfolio on the back of that? I answer reader Tony, but also suggest another short portfolio. En passant I mention Infrastrata (INFA) as well as covering CIC Gold (CICG).
2948 days ago
I shall deal with willie obsessed holiday ruining Easyjet (EZJ) later. And also with Fastjet (FJET) but suffice to say its shares are a sell. A reminder SPUKI - book your seats today to hear me expose the fat share ramper Lenigas in full plus much more at UK Investor on April 30. Thanks to Intelligent Energy (IEH) for clarifying what net cash means ( please note D&D) I cover its woes today plus also Plus500 (PLUS), RedX Pharma (REDX), Next (NXT) and Sareum (SAR)
