bear case

1261 days ago

Manolete Interims: bear case intact

Once again the author is not me but the creator of the devastating dossier we published on July 10 HERE.  Yesterday, Manolete (MANO) served up interims which only add to the bear case and here is why.

1812 days ago

Reader Post of the week: Duncan Stewart puts Malcolm Stacey straight on IQE

Malcolm was talking his own book on IQE (IQE) this morning and I did my best to put the bear case HERE.  However this response to Comrade Staceys post of earlier, in the comments section, from bearish fund manager Duncan Stewart merits a wider audience. Over to the great Scot:

2125 days ago

IQE – the bear case another six of the best for the bulls to ignore

I have flagged up material concerns about IQE (IQE) and its valuation in two recent articles HERE and HERE. For those so enthused with bull market euphoria that they ignored those warnings, here are another six matters for them to consider carefully.

2347 days ago

Top broker spells out the bear case for Renewi

A leading broker today sums up the bear case for Renewi (RWI). Er Renewis who? Well this used to be Shanks & Mckewan a good Scottish outfit in waste management.  But then... over to the broker:

2347 days ago

A Broker presents the full bear case for Fevertree

This is interesting. Are the glory days of Fevertree (FEVR) behind it? Is it time to call the top? This is the bear case as presented by a leading broker today. It is an interesting read...

3083 days ago

The Bear case on Rare Earth Minerals – where’s the cash coming from David Lenigas?

With a hat tip to reader Rudyard, I now lay out the bear case for Rare Earth Minerals (REM), another David “Green  Hair Services” Lenigas AIM Casino counter that is monumentally overvalued. The fat aussie share ramper Jabba The Hutt insists he has no need to issue shares. The maths suggests he has to. The shares should fall by 75%.