Friday January 30, 2015
Weekly Postcard #97 - 70 years on the lessons of Auschwitz
Am I hexing West Ham? Bristol City on Sunday
Punching the air at Real Man Pizza – now we go on the attack for free speech & great food

PERSONAL, UNDILUTED VIEWS FROM TOM WINNIFRITH

, , , , , , , , ,

Tom Winnifrith Bearcast 10 January

Share this article with your comrades in revolutionary capitalism

In today's podcast I refer to the excellent Black Swan 2015 review by Richard Poulden which you should all read. I cover the issue of how low the oil price could go but also what we as investors should assume that it will be. I touch on IGAS and Northern Petroleum (both shorts). And the I look at the issue of what constitutes market abuse in the Bulletin Board Moron community

Read the full article on ShareProphets | Comments

, , ,

Buy Entu at 107p

Share this article with your comrades in revolutionary capitalism

Investment Case: Provider of energy efficiency products and services to homeowners in the UK, entu (UK) plc (ENTU) listed on AIM at 100p per share on 30th October. However, unlike most IPO’s, the prospective ratings – a price/earnings multiple of 8.4x and forward dividend yield of 8% – suggested this one potentially attractive. This has been reinforced by a trading update earlier this month noting that the company “has seen robust trading in the year across all its divisions” and that it is seeing a positive combination of increasing brand awareness and increasing public awareness of the economic and environmental benefits of energy efficient home improvements. Still though, at a current 107p offer price – only a little above the IPO price – the shares are a buy.

Read the full article on ShareProphets | Comments

, , , , , , , , , , , ,

Tom Winnifrith BearCast 9 January

Share this article with your comrades in revolutionary capitalism

In this short end of week podcast I look at the issue of sub critical mass companies on the AIM casino starting with Hunter Resources but en passant looking again at the POS enterprises that are Tern and Touchstone Gold. I look at housebuilders, Qihang Equiment and the three remaining Fuijian Norfolks: Camkids, China Chaintek and Jiasen

Read the full article on ShareProphets | Comments

,

Free Speech Explained to Kebab and other Bulletin Board Morons for the FIFTH time

Share this article with your comrades in revolutionary capitalism

For the fifth time - the first perhaps for our many new readers - I feel the need to explain what free speech really means - for Kebab, a poster here until I banned him again five minutes ago, this is a second reminder just for you utter fuckwit.

You guys can go post links to competing websites, spout bigoted abuse and make defamatory comments about me and my family as you wish. If you are a keen spread better and you wish to insult Jews there are magazines that will allow you to do this.

But we are under no obligation to give you a platform for such bile and hatred.

You

Read the full article on ShareProphets | Comments

, , , , , , , , , , , , , ,

Ched Evans is being treated disgracefully and David Cameron & Nick Clegg are populist tossers

Share this article with your comrades in revolutionary capitalism

I never thought I’d find myself writing in support of a convicted rapist but the footballer Ched Evans is at the centre of a witch-hunt egged on by vote seeking and spineless politicians which makes me feel rather ashamed to be British.

The transcript of the trial makes it clear that Mr Evans is a prize sleazebag. He insists that when he climbed into bed with his pal and a bird the pal had pulled, that the oral sex he offered to pleasure her with was at her invitation and that she consented to full sex thereafter. The next morning the victim bragged by text that she had bagged “a big one”. The next evening she reported Mr Evans and his pal for rape. The pal (who went first) got off, Evans served 30 months.

There is a very legitimate debate about the leniency of sentence. I would regard two and a half years for rape as shockingly light. However based on the court transcripts I am not convinced that I would have been able as a juror to have found Mr Evans guilty beyond all reasonable doubt of rape. Yes he is a sleazebag but a rapist? I am not so sure.

But he was convicted. He served his time and now he is out. Yet it seem as if the media and political establishment is determined that he never ply his trade again. He is not allowed to play abroad because he is on the Sex Offender’s register and when a UK club tries to sign him it faces such a barrage of hostility that it walks away. Nick Clegg was first to jump on this populist bandwagon.

David Cameron spouted some rubbish about how he could not take his son to watch a match in which Ched was playing. What utter nonsense. Posh Dave is a faux footie fan. A few weeks standing outside the posh seats at any club and he’d know from the chants that very few soccer players can be held up as role models. “Andy Carroll’s ‘avin a party, time to get the vodka and Charlie

Read the full article | Comments

, , , , , , , , , , ,

Tom Winnifrith Bearcast 9 January - Fraud, Naibu kill, other AIM China stocks & Quindell chairman, PWC & fraud

Share this article with your comrades in revolutionary capitalism

Really just a few matters on the agenda in this special prompted by the suspension of shares in Naibu (NBU) today. I have been calling this out as a fraud for a year. I win. I look at the read across to China Chaintek, Camkids and Jiasen, to what it says about ZAI Corporate Finance and its other clients and what it says about any other stock I call out as a fraud. I look at Quindell, rumours about a new chairman, PWC and the fact that it too is a fraud. I also have more to say on the matter of free speech.

Read the full article on ShareProphets | Comments

, , , , , , , , , , , ,

Bearcast 8th January - free speech deniers Quindell and other matters

Share this article with your comrades in revolutionary capitalism

Yesterday 12 journalists were murdered by those who deny free speech. Today on the LSE asylum others who do not believe in free speech are at work. They may not be murderers but they are no less despicable. I start with that matter and Quindell and move on to cover Kenmare, Global Energy Developments, Tern, Igas, Sainsbury and Tesco, Touchstone Gold and Northwest Investment Group.

Read the full article on ShareProphets | Comments

, , ,

Amara Mining - truly cracking news from Yaoure

Share this article with your comrades in revolutionary capitalism

Amara Mining* (AMA) has announced an increase in total mineral resources at its Yaoure gold project in Côte d'Ivoire from 6.3 million ounces to 6.8 million and a 63% increase (to 4.4 million ounces) in the higher confidence ‘Indicated’ resource.

These numbers are based on a pit optimisation using a $1,500 gold price, and reported at a 0.5g/t cut-off, though it is again emphasised that the “resource remains robust in lower gold price pit shells” 

Read the full article on ShareProphets | Comments

Older »

Register here for The Tomograph
Tom's newsletter with original articles and a free share tip of the week, not found on this website.

Video postcard from Tom

Weekly video postcard - Ukraine, blowback, UKIP and the Euros