562 days ago
I end with my wife volunteering me and the kids for enforced community jollity as she heads off for a night on the lash. It is a good job I am such a progressive husband. I start with a personal finance tale and mortgages then look at how the FCA could be culling a raft of Standard List dogs at a stroke within months. Then I look at Supply@ME Capital (SYME), Argo Blockchain (ARB), Pensana (PRE) and, in detail, at Bidstack (BIDS).
564 days ago
In today’s Bearcast I look at Kefi Gold & Copper (KEFI) on what is a great day for we loyal shareholders, Wildcat Petroleum (WCAT), Graft Polymer (GPL) – should that be Grift Polymer – and MGC Pharmaceuticals (MXC). Then it is onto Versarien (VRS) and the Neill Ricketts payoff and bailout placing and Pensana (PRE) which must by now be at death’s door: a £55 million market cap looks full in the circumstances and a statement is needed. Finally, that old scallywag Lenigas of Pennpetro (PPP) has doubled down after my earlier expose. He would not dare behave like this in America.
591 days ago
I start with a slam dunk political bet in the wake of Donald Trump’s looming arrest – a clean sweep for the Republicans in 2024, as I explained a couple of weeks ago HERE. Then onto why house prices falling at the fastest rate for 14 years ( a misleading headline) are to be welcomed but not if you are long Purplebricks (PURP) or the housebuilders. Not that I’d necessarily go short either. Today’s ouzo is sponsored by Asimilar (ASLR). I also cover Genedrive (GDR) and the placing it will not ‘fess to although it is clearly underway. Then I look at Pensana (PRE) where yakking on about climate change and hiring stacks of lesbians from Islington seems not to have prevented a bit of a looming cash crisis. How, I wonder, do folks in London N1 describe a fat lady in a woke way? Hey Magna Carta, guess what I forgot to mention today? HERE is a clue
1192 days ago
In today’s podcast I look at Red Rock Resources (RRR), Powerhouse Energy (PHE), Pensana Rare Earths (PRE), Zoetic (ZOE), Wildcat Petroleum (WCAT) and strange coincidences at Global Petroleum (GBP).
1256 days ago
I start with the 4 week delay to what is laughably called Freedom Day here in Airstrip One. It makes me so angry as there is no justification for it. Next up more woke nonsense from Pensana (PRE), before a look at Colin Bird’s quartet of mining juniors and asking if it is worth the risk? Finally Tavistock Investments (TAVI) – too good to be true?
1371 days ago
Pensana (PRE) – now to be listed solely in London after giving notice to de-list in Australia - is progressing towards establishing the world’s first fully sustainable mine to magnet metal supply chain – materials for emerging industries including electric vehicles and wind turbines. The shares reached 120p early this year, since when the company has announced further progress towards its mine-to-magnet metal goal, but the shares are now lower. So what to do?
1494 days ago
Queens Colleage Oxford has enccouraged students to snitch on their peers and my daughter, now under house arrest, has fallen victim. What a mad and dark world we live in. After discussing this I look at all the mining stocks I own and one I sold, reviewing where we are now and where the real excitement lies at: Kefi (KEFI), Bluebird Merchant Ventures (BMV), Centamin (CEY), AEX Gold (AEXG), Ariana (AAU), Asiamet (ARS), Jubilee Metals (JLP), Pensana (PRE) and Red Rock Resources (RRR).
1497 days ago
My father died at 8.22 AM on Monday and I discuss that. Then Supply@ME Capital (SYME), Eurasia Mining (EUA), Pensana Rare Earths (PRE) and market frothiness.
1518 days ago
Since I am a loyal and supportive shareholder at Pensana Rare Earths (PRE) this video is naturally sweet music to my ears! And the video also focusses on the mega bull case for copper which, as an Asiamet (ARS) shareholder makes me even happier.
1520 days ago
Pensana Rare Earths (PRE) has announced a massive increase in the Mineral Resource estimate for its Longonjo Project…
1528 days ago
I address this point first. The poems to which I refer can be found HERE. Then I look at Amigo (AMGO) where my pal Lucian Miers has got it 100% wrong before considering Pensana Rare Earths (PRE) where folks were right to ignore the advice of HotStockRockets. This play on green shite will, I sense, head far higher.
1538 days ago
And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch, some sparky interviews with bear raider Lucian Miers on the markets, the real economy, his longs and shorts and gold and with Harry Adams of Kefi (KEFI) ahead of the most exciting six weeks of his career. Listen carefully to what Harry says, having just bought more Kefi a couple of weeks ago I am delighted with certain matters he raises. Finally, I look at Dev Clever (DEV) and why it should face a full stewards!. You can access the show HERE
1545 days ago
And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch, some sparky interviews with Richard Poulden on gold and where it goes next, on the US election but also on Wishbone Gold (WSBN) as it takes a new direction. As a long suffering shareholder, down £30,000, I have a few tough questions. Then I discuss what gold stocks I am buying before chatting to Steve Moore, a man with whom I have worked for all bar a few weeks of his working life. He is this year 38! Frightening. I started the show with a suggestion that we all look back to the 1970s. I end with a look at corporate lying and why it is on the rise and why no-one cares but that will change. Verditek (VDTK) is a case study here. You can access the show HERE
1563 days ago
In today’s podcast I look at Pensana Rare Earths (PRE), Verditek (VDTK), Zenith Energy (ZEN), Inspirit (INSP) where there is a rebellion about to break out and, natch, I back the rebels, Supply@ME Capital (SYME) and Superdry (SDRY).
1575 days ago
And now from Wales, by just 30 yards, it is my new, I hope, weekly video show. This costs 99p per episode, and you can either listen to, or watch some sparky interviews with Nigel Somerville on gold and where it goes next, on how to play the gold bull market, what stocks to buy and what non stocks to buy and how a gold bug positions the rest of his portfolio. Then Paul Atherley from a non gold miner, Pensana Rare Earths (PRE), a play on all this green shit everyone – bar me – seems to love. And I explain why I have bought Pensana shares even though I think man-made global warming is utter bunkum. Finally two stocks where the valuation is insane: Dev Clever (DEV) and Trainline (TRN). You can access the show HERE
