21 days ago
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).
179 days ago
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.
181 days ago
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.
281 days ago
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.
281 days ago
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)
406 days ago
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)
961 days ago
I start with a few reflections on that dreadful day 20 years ago. Then look at Oxford Nanopore and Central Copper and the advantages as an investor of having been around the block a few times as greed right now is all around us. Finaly a few more words on Umuthi (UHS) after today’s shocking exposes and what the FCA needs to do asap about this scandal.
1691 days ago
Oxford Nanopore is the flagship unquoted in the Neil Woodford portfolio both at EIF and WPCT. Yesterdaty it snuck out red flag strewn results and on a number of counts this looks utterly grim for Nomates.
2235 days ago
I do hope that the FCA and the "Independent" directors at Woodford Patient Capital Trust (WPCT) look into this matter with some urgency as we appear to have evidence today, thanks to Oxford Nanopore, that Neil Woodford funds have been stating their NAV in an unnacceptably aggressive manner. And that is the most generous spin on what has gone on.
2399 days ago
The real fear Neil Woodford has is redemptions. The sleazey scoops for blow job articles deals in today's Sunday Times cannot hide that. I look at the absurd valuation of Oxford Nanopore, an unlisted biotech Unicorn, puffed in today's paper but also at the cracks now showing despite the glowing piffle in the same paper's write up on Nomates himself
