Monthly Archives: February 2013

BLVN – looks good value

I’m really liking the look of oilie BLVN.L (Bowleven). BLVN has £88m in cash, and a market cap of £237m. The drilling update on 22-Feb-2013 is very positive: IM-5 well drilling offshore Cameroon has now reached the Middle Isongo primary … Continue reading

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SGP – follow-up

Not much to see here – I wrote a note to myself to do a follow-up on SGP (Supergroup) on a post I wrote 6 months ago. I made the note: This is reminiscent of PIC (Pace), whose shares have … Continue reading

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BARC restructuring

BARC (Barclays) looks interesting for the special sits guys out there. The Evening Standard reports 3700 jobs are to go. 1900 jobs are in the loss-making European banking arm, and 1800 in its investment banking division. BARC also offers a … Continue reading

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$SGP.L – Supergroup – a long term investment is …

SGP.L (Supergroup) posted a cracking Q3 IMS today: +12% in group sales, and +10.6% in like-for-like. SGP is interesting, because it has in some ways shaped my thinking about how to invest in companies. Awhile ago, Tony Loton of The … Continue reading

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Why I also write

There was a nice post on Wexboy’s blog called Why I Write. I would like to share some of my own ideas for writing. I tend to blog less nowadays, although that does not mean that I do not write. … Continue reading

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VMED – possible takeover from Liberty Global

VMED (Virgin Media) reported today that it was in discussions with Liberty Global, which may lead to a takeover of VMED. This news sent the shares up 424.82p (17.25%) to 2887.82p. On 20-Jan-2013 I mentioned VMED as a potential special … Continue reading

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Google+ versus FaceBook

I used Google+ last year to see what the fuss is about, and quickly went back to FaceBook. I’m now using Google+ a bit more, and I think there’s a good chance it will be a FB killer. Why? Google+ … Continue reading

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