ONT

2 days ago

Tom Winnifrith Bearcast: I am no knicker wetter

I start with events in Iran and the market reaction. Then it is Kefi Gold & Copper (KEFI), Bluebird Mining (BMV), BSF Emterprises (BSFA) and Oxford Nanopore (ONT), an oustanding short call from me but still valued at more than a billion and still a short.

619 days ago

A £1.4 billion cash guzzler run by a prize bullshitter – still a short

I cannot imagine what institutions were thinking as they piled into Oxford Nanopore (ONT) at 425p in its September 2021 IPO. Maybe it was the Neil Woodford hype? The deadwood press has certainly sucked up press releases and gave it the full promote. But a valuation of £3.7 billion for a business which was a massive cash guzzler and would be for years to come was insane, as I suggested at the time.

692 days ago

Tom Winnifrith Bearcast: Here is a 1 billion quid plus stock told you to short, you really can short and you should still short

In today’s bearcast I look at Canadian Overseas Petroleum (COPL), Advanced Oncotherapy (AVO), Tiger Royalties (TIR), Jubilee Metals (JLP), African Pioneer (AFP), Verditek (VDTK) and Oxford Nanopore (ONT).

850 days ago

Tom Winnifrith Bearcast: Oxford Nanopore could halve and I still would not buy

In today’s bearcast I look at Blackbird (BIRD), Canadian Overseas Petroleum (COPL) and Oxford Nanopore (ONT) I have amended my earlier piece on Monkey and VSA. This is so humiliating, it seems that I really am a shareholder in his awful company although I have no idea why.

853 days ago

Oxford Nanopore – this just looks misleading: a £2bn share to short

I have always thought that Oxford Nanopore (ONT) was massively overhyped and that its CEO Gordon Sanghera was a bit of a bullshitter, fawned upon on by the deadwood press. The company IPO’d just under two years ago at 425p – its shares now languish at 231p. Today we have half calendar year numbers from a company still capitalised at almost £2 billion and the smell of Sanghera bullshit is strong.

952 days ago

Tom Winnifrith Bearcast: what a wicked world we live in, I despair

The phone call that was today’s person from Porlock was my mother-in-law who had just come home from an appointment to find smashed windows in her house just across the river from here. My 93 year old father-in-law, deaf as a post, had slept while burglars stole everything of value throughout the house. What a world we live in. From that I move onto the scandals of Dave Richards and Wandisco (WAND), Canadian Overseas Petroleum (COPL), Miriad (MIRI), Bidstack (BIDS), Supply@ME Capital (SYME) and Oxford Nanopore (ONT) and dual US listings.

952 days ago

Tom Winnifrith Bearcast: If you are a bored Londoner at 2.30 PM Wednesday there is a great bunfight brewing

The participants are disgraced James Parsons and Richard “nobody, apart from Brokerman Dan, likes me and I don’t care” Jennings and the occasion is a Corcel (CRCL) investor meet on Wednesday not Tuesday as I mispoke in the podcast . Go along and take a camera and send me the film. I also discuss Advanced Oncotherapy (AVO), Oxford Nanopore (ONT), Ceres Power (CWR) and Dianomi (DNM)

1077 days ago

Tom Winnifrith Bearcast: Time for Eurasia to come clean on cash crisis, lack of bid and placing situation

In today’s podcast I look at Optibiotix (OPTI), Eurasia Mining (EUA), Jubilee Metals (JLP), Caracal Gold (GCAT), British Honey (BHC), Canadian Overseas Petroleum (COPL), Genedrive (GDR) and Oxford Nanopore (ONT)

1606 days ago

Oxford Nanopore – forget the broker hype – look what the insiders are doing

The IPO of Oxford Nanopore (ONT) was Christmas came early for the brokers involved. Raising £1.87 billion of either new cash or from flogging shares for exiting shareholders at 425p will have generated almost £90 million in commission which, even in these inflationary times, will buy an awful lot of coke and upper class hookers. To support such an exercise there were numerous enthusiastic buy notes.  So with the shares now at 577p should we believe the bullshit buy notes?