Monthly Archives: March 2012

SHG.L – Shanta Gold – volatile

Interesting to watch SHG.L (Shanta Gold). Volatile is not the word for it! It’s down 31% over 1 month, but up 24% YTD. There are delays in commissioning, and fears of capital dilution as its debt finances look too stretched … Continue reading

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DPLM.L – Diploma – good trading update

DPLM.L is in the "support service/industrial suppliers" sector, and has been described as "an old-fashioned British conglomerate". It operate in three segments: Life Sciences – supplies to healthcare and environmental industries – consumable items and instruments for hospitals and clinics … Continue reading

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Small caps

Interesting video on the Trustnet channel by Giles Hargreave, who talks about small caps. Over the last 12 years, there has been net capital disinvestment by institutions in small caps in 11 of them, and in all of them by … Continue reading

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6 months ago

This is my chance to review what I wrote 6 months ago, in September, in order to reinforce points upon myself. I tend to take things in reverse chronological order. On 30 Sep 2011, I reported that the Footsie experienced … Continue reading

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Champions

Geoff Gannon suggested a screen for hidden champions: Companies with 10 years of consistent 15% or higher operating margins and a market cap less than $1 billion Companies with 10 years of consistent 15% or higher return on equity and … Continue reading

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GRG.L – Greggs looks good value

Sticky bun and fat-saturated sausage roll retailer has appeared on my radar this week. Brits almost certainly need no introduction to it, but here’s a description anyway: Greggs plc is a bakery retailer in the United Kingdom. The Company has … Continue reading

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Quote of the day

I like this comment by Geoff Gannon: A business where your customer has a meeting about your price is a bad business. A business where your customer is in pain until they take your product is a good business. Some … Continue reading

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Decision Moose

Wasn’t going to write today, but was fascinated reading TMF on the "Decision Moose". It’s a market timing mechanism. Come on now, who doesn’t like the idea of asset allocations being determined by a moose? From their website: Welcome to … Continue reading

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ELM.L – Elementis – quick profile

Basic stats EPIC "ELM" "EPIC" NAME "ELEMENTIS" "Company name" SECT "CHEMICALS" "Sector" INDEX "FTSE250" "INDEX" S0101 14.2 "Curr PER" S0102 7.75 "PER10 P20" S0103 11.45 "PER10 P50" S0104 15.35 "PER10 P80" S0105 #f "S0101 <= S0102" S0106 #f "S0101 >= … Continue reading

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GMG.L – Game – Shares suspended

GMG.L (Game Group) has announced today its suspension from trading GAME has assessed the status of the ongoing and regular discussions between GAME and its lending banks and between its lending banks and a potential third party provider of finance … Continue reading

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