Monthly Archives: March 2014

$NANO.L – Nanoco – some preliminary notes

Posted on March 30, 2014 by

I’m just assembling some notes before bedtime about NANO (Nanoco). I has said that it was likely overpriced at 139p back in December. It has since slipped back to 106p, giving it a market valuation of £229m. If I play … Continue reading →

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March 2014 artwork

Posted on March 30, 2014 by

Baby Ryuzaki, destined to become the world’s greatest detective, has his first donut.

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Summary market stats

Posted on March 30, 2014 by

Here’s a summary of companies over £100m in valuation:   — GROUP: FTSE_Index , STAT: PER — AIM 17.07 FLEDGLING 17.25 FTSE100 16.66 FTSE250 16.75 NONE 17.49 SMALLCAP 16.20 — GROUP: FTSE_Index , STAT: EV_Sales — AIM 3.85 FLEDGLING 0.64 … Continue reading →

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Forecast failure

Posted on March 30, 2014 by

On 17 November 2013, the Express wrote an article: “100 DAYS OF HEAVY SNOW: Britain now facing worst winter in SIXTY YEARS warn forecasters” http://www.express.co.uk/news/uk/443462/Winter-2013-expected-to-be-worst-since-1947-with-heavy-and-persistent-snow-forecast-for-UK How well did that prediction turn out? Not well. Anecdotally, I reckon that we had … Continue reading →

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Speculative stocks are chilling

Posted on March 29, 2014 by

Tech stocks have been taking a battering lately. GBO (Globo) has lost half its value from its 52w high. ASC (ASOS) has lost 29%, KMK (Kromek) has lost 54% from its high, and NANO 44%. GBO has had its auditor … Continue reading →

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Women on top

Posted on March 28, 2014 by

Saw this on Twitter: “this is any preschool — 1 dude, 4 ladies. Totally calm. 4 dudes, 1 lady? Utter frigging jumping-off-the-walls chaos.” It got me to thinking about an observation I had from years back: why are men’s university … Continue reading →

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$ASC.L – ASOS – an actual valuation

Posted on March 26, 2014 by

BLUF: £20 a share I have taken a look at Damodaran’s re-valuation for Telsa, the electric vehicle manufacturer. Perhaps unsurprisingly, he found it to be overvalued. I had a look for card on the Tesla website, and they retail at … Continue reading →

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How I’m keeping my trading journal

Posted on March 26, 2014 by

I have explored many ways of keeping a trading journal over the last few years, including a straight-forward diary, loose-leaf by company, web pages, Google docs, and so on. I usually return to the diary format, but it is not … Continue reading →

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$DPLM.L – Diploma – takes a caning on trading statement

Posted on March 24, 2014 by

DPLM (Diploma) saw its shares down 11% so far today to 675p on the back of its trading statement. “The Group’s revenues for the half year, on an underlying basis after adjusting for currency effects and acquisitions, are expected to … Continue reading →

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$ASC.L – ASOS – still going down

Posted on March 24, 2014 by

I see ASC (ASOS) is still declining in share price, with its shares down 3.7% so far today. On the 19th, Jeffries re-iterated its “buy” rating with a target price of 6200p. That target it looking increasingly silly. ASC has … Continue reading →

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