tariffs

80 days ago

Coats Group – interims, still recovery value

Describing itself as “the world’s leading industrial thread and footwear components manufacturer”, Coats Group (COA) has announced half-year 2026 results headlined “Good strategic progress in H1 with ongoing market outperformance”. How encouraging is the performance from an 84.55p share price, £1.6 billion market capitalisation?

444 days ago

Tariffs on Swiss Gold Is Like Adding Sand Into Engine Oil

It could be argued that the gold market is one of the most efficient in the world. Well .. it has been.

523 days ago

Video: Trump Team’s Attempts at Cutting the Deficits Will Fail

Economist Lyn Alden warns that The Donald will like all other Presidents fail to cut the deficits the US faces.

527 days ago

Victrex – interims, recovery and 7%+ income Buy

‘High performance polymers’ company Victrex (VCT) has announced results for its half-year ended 31st March 2025 and that, amidst macroeconomic uncertainty, it is looking to be “driving some PBT growth in constant currency on a full year basis”. How does that compare to the valuation at a 813p share price?

533 days ago

Video: Gold is Being Remonetized, Like It or Not

Geologist and newsletter writer Byron King is a gold bull but for him, Trump tariffs are a bonus.

541 days ago

Elementis – “First quarter trading update”, a catalysts ahead Buy

Specialty chemicals company Elementis (ELM) has issued a “First quarter trading update” headlined “Profit growth with margin improvement in line with expectations; CMD objectives on track”. So how good is this news from a just above 125p share price?

563 days ago

Futura Medical: Trump Tariffs the excuse with the next warning?

Who knows what the Orange man will say or do next? I do not claim to know but it is clear that the tariff war is causing both businesses and consumers to defer or change purchasing patterns. A number of companies with exposure to the US have already withdrawn earnings guidance. For Futura Medical (FUM), producer of Eroxon, an ED product that does not seem to work very well, the US is a key market.

572 days ago

Tom Winnifrith Bearcast No2: Once again we far right alt right conspiracy theorists wholly vindicated - mass arrests at Turkish barber shops

I start with another job LinkedIn thinks I should apply for then myself and Mark Smith celebrate another shock vindication. Then it is the Trump tariffs and a false media narrative on Liberation Day, Gear4Music (G4M), the Versarien (VRS) rescue plan and why it does not make sense and, at last, GOTCHA! Andrew Monk’s scumbag pal Robbie McCrae at Caracal (GCAT) is resigned.

574 days ago

As the yellow metal hits $3,122 Goldman Sachs calls gold up to $4500. Or does it?

Gold has hit a new record high of $3,122 oz with commentators blaming Donald Trump’s looming package of tariffs for the rise. So what if the EU has imposed massive tariffs on all importers for years and thus runs a huge trade surplus with the US, let’s blame the Donald for everything.