UK PLC

82 days ago

Tom Winnifrith Bearcast: Britain's Buffet v3 wrongly says I am a communist as history is made here in Wrexham

I start and end with the football. Not West Ham which is the worst side ever not to be relegated from the Premiership but Wrexham AFC, Up The Town! Then it is tax, ISAs and UK PLC. Finally the Government's new plans for housing asylum seekers - is that a great investment opportunity for you and me?

112 days ago

Tom Winnifrith Bearcast: More Poulden & Lenigas high jinks and have we missed the boat on £830m Alphawave as a short?

I answer the question is UK PLC a short worthy of bearcast? Then the latest farce at Wishbone Gold (WSBN). Finally, is Alphawave (AWE) still a short, the trade is crowded but there are a lot of bear points.

808 days ago

Tom Winnifrith Bearcast: the 2 Probes the FCA should be launching into Beckham's Guild ESports today

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.