Monthly Archives: April 2012

SGP – Supergroup – Accounting Errors

On Motley Fool, Cliff D’Arcy writes: What’s more, in my experience, businesses that admit to "accounting errors" usually have deep-rooted mismanagement problems that go right to their hearts. In fact, those two words are one of the best sell signals … Continue reading

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Raking through director deals

Taking a look at directory deals on Digital Look to see what’s interesting. Four that stick out: IPF – International Personal Finance A provider of home (read "door to door") credit. It provides small sum, short-term, unsecured cash loans with … Continue reading

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Cable & Wireless

Just noticed this article in Reuters about CW. (Cable & wireless Worldwide): Buying CWW, which has issued three profit warnings since it split from the former Cable & Wireless in March 2010 So much for spinoffs. =-=-=-=-=Powered by Blogilo

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IMI – nice RNS

Industrial Engineering company IMI gave a nice little IMS today, covering the period 01-Jan-2012 to 19-Apr-2012. Revenues are up 8%, 6% on an organic basis, after adjusting for exchange rate movements (which have been adverse for the group). Good growth … Continue reading

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SGP- pile of junk?

SGP is a fashion retailer: It focuses on the youth fashion market with its clothing and accessories for both men and women. It is – or should I say was – considered a high-growth share. It was floated in March … Continue reading

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What should you do about profit warnings?

I found an interesting article on Eurosharelab, exploring the performance of companies that issue profit warnings: In the study they looked at what happened before and after 455 profit warnings issued by UK companies between 12 August 1997 and 31 … Continue reading

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VIX – some historical perspective

I took a look at the VIX chart on Yahoo, to see how frequently the VIX hit 30% or more. Below I have tabulated year, and annotated it with either a ‘y’ or ‘n’, corresponing to whether the VIX did, … Continue reading

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CPP – EV/EBITDA

Fooling around, I happened to notice that CPP is on an EV/EBITDA of 1.35. Readers may be aware that I sold out late March at around 62p – due to investigations by FSA. This cast a very big cloud over … Continue reading

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Psion plays buzzword bingo

Just went to the Psion website. The title of their webpage is "Psion – rugged mobile computers that maximise returns". So, my rhetorical question for the day is: how exactly does a mobile computer maximise returns? They sure as hell … Continue reading

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JDG – Judges Scientific

Time for another penny dreadful, I think. I mentioned it before. JDG (Judges Scientific) is a £27m AIM-listed company that makes scientific instruments. A lot of it has to do with testing. Examples: instruments to measure the reaction of materials … Continue reading

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