286 days ago
In today’s podcast I look at NatWest Group (NWG), Optibiotix (OPTI), Technology Minerals (TM1), Argentex (AGFX) and have a new angle to the Upland Resources (UPL) scandal.
290 days ago
I start with NatWest (NWG) and another part of the bonkers legacy of disgraced trougher Alison Rose then I look at Eurasia Mining (EUA), NightCap (NGHT), More Acquisitions (TMOR), Cellular Goods (CBX), Microsaic (MSYS) – another kill for the Sheriff – and finally I have a long look at Invinity (IES) which is, I think, a compelling short.
298 days ago
To anyone still listening: in today’s Bearcast I discuss Global Petroleum (GBP), Regtech Open (RTOP) and the ongoing failure of the FCA to address a £189 million fraud, Safestyle (SFE) and FTI Consulting and NatWest Group (NWG), its profits warning, its Farage report (a whitewash), Alison Rose and why I don’t own any banking stocks.
301 days ago
As I noted at the time, there is one rule for the great and good and another for we dirty plebs. The Information Commissioners Office (ICO) has today ruled that former NatWest (NWG) CEO Alison Rose, not once but twice, breached data protection laws in leaking details of Nigel Farage’s bank account to the BBC reporter Simon Jack. Well there’s a shock. You don’t say. But is the ICO going to do anything about it?
415 days ago
If my voice holds out I shall do another bearcast later. Meanwhile I discussed the scandal of Alison Rose’s payoff. at NatWest Group (NWG) . It is symptomatic of how the 1% in the media, business & political elites live by wholly different rules and values to the 99% and why we oiks have every right to be ever more angry. Then it is onto the “dirty dozen” and the scandal of the FCA approving the £60m IPO of Regtech Open where fair value is patently zero.
475 days ago
In today’s podcast I consider US opinion polls as President Trump is indicted for a third time, Alison Rose and women FTSE 100 directors and how Ms Rose screwed women customers of NatWest (NWG) in particular. Then it is onto Orcadian Energy (ORCA), Optibiotix (OPTI), Wildcat Petroleum (WCAT) and Bushveld Minerals (BMN)
481 days ago
I am not saying it would or should but given that it is spaffing money on exploration in Ethiopia why isn’t it just buying into/buying Kefi Gold & Copper (KEFI). The answer might reflect badly on Kefi, I just do not know. I also consider Centamin’s (CEY) results. I start with snake barn thoughts. Then it is onto Alison Rose and NatWest (NWG) and Karl Monaghan at Wandisco (WAND) and why I despair about UK PLC and how the great and the good are protected. I consider Rua Life Sciences (RUA) and Great Western Mining (GWMO)
481 days ago
Her position was untenable after she admitted – as I suggested was the case here – that she was the person who leaked to the BBC details of Nigel Farage’s bank account at Coutts and a claim that he was not targeted because of his political views. Many banking experts and media types have such Farage derangement syndrome that they defended Alison Rose the CEO of NatWest (NWG) the owner of Coutts. I disagree with Farage on much but what Rose and Coutts did was wrong. I could see the wood for the trees.
483 days ago
I start with Ms Rose and NatWest (NWG). then I look at Optibiotix (OPTI) and why I would not sell at 15p after interviewing Steve O’Hara today. I look at Cakebox (CBOX), AMT Energy (AMTE), Lansdowne Oil & Gas (LOGP) and at IOG (IOG).
483 days ago
I discussed the scandal of the closing of Nigel Farage’s bank account by Coutts on political grounds in a podcast yesterday HERE. Like the heroic Peter Tatchell who has opined on this matter, I really disagree with Farage on many things, but I argue that what Coutts has done is scandalous. But this scandal now looks like it is ratchetting up and very well could cost Dame Alison Rose, the boss of NatWest (NWG) which owns Coutts, her job. Here’s why.
491 days ago
Whatever you think of Nigel Farage he is the hero of today’s epiosde where the liberal GroupThink in the business and media world are the villains. If you care a jot about liberty and freedom, on this day you stand with Farage. Because next time it could be you!
1579 days ago
AFC Energy (AFC) is the debate of the day and I start with a few thoughts on the problems of valuation. I end with another zeitgeist theme – the self-entitlement of the public sector and where that leaves we wealth creators. In my case, it is thanking God that retirement is not that far away!. In between, I ponder whether we will have a full blown banking crisis to dethrone folks like Alison Rose, the virtue signalling poltroon running NatWest, and other top banksters.
1686 days ago
I start with a few comments on Coronavirus as more evidence emerges HERE of why the economy wrecking Government lockdown is such complete madness. It reminds me of an incident around 2000 years ago today when the mob persuaded a leader to adopt a policy not backed up by the facts. I then look at why Roger Lawson is so utterly wrong about Carson Block of Muddy Waters and should apologise. Finally I discuss the behaviour of folks like Alison Rose of NatWest in this crisis. Shocking and unethical maybe but would you not do the same?
1759 days ago
The job of a bank boss is very simple. It is to lend money to folks who have a good chance of paying it back so that shareholders see a net return, the bank stays profitable and staff keep their jobs. It is not to change society. No doubt RBS boss Alison Rose will be praised for risking £1 billion on ultra-woke virtue signalling. MBE, Member of the House of Lords, it all looks more likely but this is folly.
1761 days ago
This should be easy, I invite you to answer the following question in fewer than 150 words. Bath Spa students need to find a safe space room if their human rights are breached by being asked to pen more than 150 words a term. The deadline for entries is Sunday at midnight and the best entry wins a bottle of Greek Hovel 2019 olive Oil. This question is sponsored by Ms Alison Rose of RBS.
1927 days ago
In today’s bearcast I discuss Luke Johnson and British and American cultural attitudes to a career setback. Then I see how the deadwood press think that appointing Alison Rose as the new Biggest Swinging Dick at RBS will end its macho culture. It really is so much hogwash.