insanity

1563 days ago

Tom Winnifrith postcard: A journey through England as Coronavirus madness stalks the land in August 2020

A month ago I recorded my first podcast recounting a breakout from Wales and a trek through England HERE. The route this time is different and the insanity ratchets up as we are ordered to don masks. I recall a weekend spent in Nottinghamshire and the folly of thinking that we are all better people.

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2358 days ago

IQE and the £630m customer? Crackers valuation metrics - sheer insanity

Two years ago today, IQE (IQE) was trading at 17p per share, valuing the company at c. £120 million. Today the shares are nearly 6x higher at 100p per share, valuing the business at £750 million; an astonishing £630 million increase in value. And yet IQE’s most recent filing (year to 31 Dec 2017), reveals a company where, were it not for one new major customer, the remaining business would have demonstrated declining revenue and profit.

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2627 days ago

Bull Market Insanity: Auto IFA Nutmeg - surely this is going to end in tears

Nigel Wray and a raft of big name institutions have ploughed £59.4 million to date into Nutmeg, the online platform offering automated advice on fund allocation. Results out today beg the questions "why?" and "is this another sign of bull market insanity"

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2752 days ago

Happy Birthday to TomWinnifrith.com -now five years old: my 20 most read articles on this website

"Congratulations on your anniversary" said a raft of messages from folks I once knew, barely know or don't know at all but who are connected to me on facebook for grown ups, that is to say LinkedIn. Er ....what thought I... what anniversary? 

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2836 days ago

Tom Winnifrith Bonus Bearcast: Independent Resources Group up 569% - complete and utter insanity: do the math!

Shares in Independent Resources (IRG) are up 569% today. I know James Parsons of Sound Energy (SOU) has joined but this is insanity, a rampfest by many of the usual suspects. Just do the maths! If you cannot I can do it for you in his bonus podcast.

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3099 days ago

Tom Winnifrith Bearcast - Good journalism is not insider dealing & how to make money when we win the Brexit vote

I start with a look at how in stockmarket terms insanity begets insanity. No this is not how David Lenigas thinks of me and my mother but our case study here is Highland Natural Resources (HNR). I think explain why good journalism, that is to say breaking stories that are price sensitive, is not breaking the law. Finally as the polls move our way I ponder how you make money when team Brexit wins the EU referendum. One reason why I think we might win is how Labour voters are shifting and that is covered in a podcast on my own website HERE.

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