18 days ago
I start by looking at the income stocks in my SIPP and at stocks in my pension I expect to start paying out soon. Then at what to buy for more income. I don’t think it’s ITV (ITV) a Malcolm Stacey favourite and I also take the old boy up on his warnings about America made earlier today.
295 days ago
I start with a meeting at Joshua’s school next Monday PM. If I am not here on Tuesday that is why. Then to the new share I have bought as I reshape my SIPP to be more grown up. Then I look at shameful David Lenigas and Pennpetro (PPP), Simec (SAE), Canadian Overseas Petroleum (COPL), Centamin (CEY), Ariana (AAU), gold generally, and Predator Oil & Gas (PRD).
363 days ago
I start with a personal financial question: my SIPP – for reasons I shall explain – has a wodge of cash. Should I stay in cash, invest in a safe 4%+ yielding FTSE 100 stock or add to holdings in Skinbiotherapeutics (SBTX) or Jubilee Metals (JLP). Then to economics. the chart below is pinched from Guido and I discuss what it means for UK PLC. Then I look at the 2 matters the FCA should be investigating at Guild ESports (GILD), at Tern (TERN) and at strange matters at BlueJay Mining (JAY), a perma-dog, IMHO, which is always a short.
706 days ago
Tomorrow’s training walk really will start at 4.30 AM. I promise. If you are among the naughty 95% yet to donate, please do so HERE. After that, there is more work on the Ha-Ha, ahead of a new idea which I will announce next week. I start with how NOT to get a job, when I was the one who got you an interview! I end with why this year, it will be I, not Malcolm, who calls the housebuilders right. In between, I discuss a share my SIPP bought yesterday; the fund and games with Vin Murria at M&C Saatchi (SAA); Cellular Goods (CBX); and THG (THG).
760 days ago
This is a very long podcast, covering: Optibiotix (OPTI); Skinbiotherapeutics (SBTX); Kefi (KEFI); Bluebird (BMV); Ten Lifestyle (TENG); CakeBox (CBOX); Deepverge (DVRG); Petropavlovsk (POG); Eurasia (EUA); and Amur Minerals (AMC).
798 days ago
As you know I am reviewing my pension as discussed HERE. As such I am chatting to various CEOs who I have backed and yesterday evening I had a long chat with Stuart Ashman of Skinbiotherapeutics (SBTX). He is not a bluffing promoter but, I believe, a sober and grounded chap. I came away from the call just incredibly excited. I explain why the share price is where it is but also why this could within a couple of years be a 10 bagger but it could equally be a 20 bagger. Certainly any free cash within my SIPP will, even at twice today’s price be going into this stock. And if I am right there is a clear implication for Optibiotix (OPTI) so I am not selling any shares in it either. Footnote/correction. There are not 2 million psoriasis sufferers worldwide as per podcast but 120 million. I can’t say that weakens the case!
891 days ago
I start with Bitcoin and sleepy Joe Biden’s new legislation, the Infrastructure Bill. Then it is Versarien (VRS), Biome (BIOM) and finally more on Union Jack (UJO), before I discuss Peter Brailey’s big oil call and what that means for gold stocks and how I might adjust my SIPP.
923 days ago
I start with a couple of talks from the Welsh Hovel and what they say about inflation and that almost drove me into buying two stocks for my SIPP. I considered another two but then went for a fifth, an oil and gas play. I explain my thinking behind all. Then I discuss Peter Brailey’s piece on ITM Power (ITM)
1039 days ago
In today’s bearcast I consider Verditek (VDTK), GlaxoSmithKline (GSK), Sosandar (oink, oink) First Property (FPO) , Remote Monitored Systems (RMS) and MyHealthChecked (MHC).
1118 days ago
I discuss Joshua’s future career, gooseberry planting and two discussions and missives to regulators. Then the three UK shorts of Lucian Miers: TUI (TUI), Cineworld (CINE) and Versarien (VRS). then a five figure sell in my SIPP and how the cash was redeployed with a buy to treble!
1475 days ago
It looks like the cash that I did not realise until a few months ago I had, will finally arrive in my SIPP this week. so where will I invest it? I discuss my outlook for equities in general, what I shall avoid and then Optibiotix (OPTI). R4E (R4E), Imperial Brands (IMB), Centamin (CEY), Tesco (TSCO), BP (BP.), Shell (RDSB), Wishbone Gold (WSBN) Red Rock (RRR) and Fox Marble (FOX).
1482 days ago
Yes, after three weeks, I have shaved off a lockdown beard that was white, grey, black and brown and made me look like an elderly Big Issue seller. But having run out of foam i still have a dark moustache and so am now a throwback to the 1970s. The good old days. I discuss this and also the idea that we will see a dramatic post Coronavirus economic, stockmarket and oil price recovery. I look at Easyjet (EZJ), Angling Direct (ANG) – using it as a case study of how the economy really is snagged so badly – and at the scandal at Versarien (VRS) where lyin’ Neill Ricketts now stands totally exposed with regards to his share dumping a year ago. Surely the regulators must act now. I discuss how James Hay are m aking my life a misery with their incompetence lover my SIPP transfer. Finally an appeal from Darren please send your views of your new home desks and the views from your window to [email protected]
1532 days ago
I start the podcast with my torture in trying to transfer a pension from the Daily Mail to my SIPP. It got so surreal this week but I might be making, expensive, progress. Then I look at how we often jump to easy conclusions when a share price falls. I am guilty of one such lazy jump. I refer to Versarien (VRS) and UK Oil & Gas (UKOG) in this section. I also have questions for Versarien and its hapless Nomad Bobbie Hilliam of Quindell infamy about the recent spike in its share price. Then I look at Bidstack (BIDS) and investors in denial and finally at Ian Smith and MXC Capital (MXCP) which is leaving the AIM Casino which is NOT what it should do. Smith is in denial too.
