167 days ago
Strapping Dan from Haworth has a sweet looking Mrs. Does she know what an online thug he is as you can see in the tweet below? In today’s podcast I discuss Avacta (AVCT), Wildcat Petroleum (WCAT), Dialight (DIA), Tingo (US:TIO) and S4 Capital (SFOR) run by the pompous arse Sir Martin Sorrell.
1765 days ago
We live in a mad, mad world and I cite four examples of this: the banning of the original US flag by Nike 48 hours ahead of July 4, illiterate Zak Mir going into PR, the PI love-in on Bulletin Boards with utterly worthless Premier African Minerals (PREM) and the IPO of Funding Circle (FCH). I look at Dialight (DIA), and Fastjet (FJET) and then list my top ten shorts worth more than £250 million (with two slightly smaller cheats included) and explain the bear case for each.
2331 days ago
Another bad day at the office for Britain's most conceited fund manager Neil "nomates" Woodford. There is yet more bad news at Vernalis (VER) now 9p having collapsed again - Nomates has been a big cheerleader after all prior disasters saying Mr Market is wrong. Whatever. Then there is the issue of IP Group ( IPO). Elsewhere I takje another look at IDOX (IDOX) where I am even more bearish and then at Tungsten (TUNG) which looks all wrong. I also comment on Dialight (DIA) , The People's Operator (TPOP), On Line (ONL), Milestone Group (MSG) and a chat with Mark Slater on a pub company which is just the wrong price.
2381 days ago
Following on from today's truly shocking results from Lombard Risk (LRM) covered HERE I have more questions for the company not least on how secure is its overdraft on which it is, I suspect, already reliant and on the quite disgraceful salary compatibility review. Talk about rewards for failure. Then I look at Defenx (DFX), another horror story, before issuing a wake up call to our own in house Bulletin Board Moron Wildes and looking at Angus Energy (ANGS) and finally Dialight (DIA). Meanwhile it is now less than a month to the olive harvest and Greece. I cannot wait.
3109 days ago
A busy day with my daughter beckons. In the evening it is the new James Bond film. But first a lunchtime bootcamp with Uncle Chris (Booker) to put her straight on the Evil Empire, the EU. In the podcast I ask if InternetQ (INTQ) is the new Globo (GBO)? Then I look at Chemring (CHG), Dialight (DIA) - another win for the bears - Afren (AFR) gets a mention as does LGO Energy (LGO), BP (BP.), Union Jack Oil & Gas (UJO) and - just to niggle Wildes - Premaitha (NIPT) whose shares are moving ahead nicely - more to go there!
