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Monthly Archives: September 2014
$BBY.L – Balfour Beatty – trading update disappoints
Shares in heavy construction firm BBY (Balfour Beatty) fell 15.3% to 190.50p today after releasing a disappointing trading update. The Independent reports (http://is.gd/cXp4KD): “it warned of a new £75 million black hole in its UK profits and called on accountant … Continue reading
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TATE, TSCO, ASC
The stock market has been very interesting this year, and even large-cap shares have been vulnerable. There’s no such thing as a safe share. TATE (Tate and Lyle) issued a profit warning, with supply chain issues, weather affecting corn plant … Continue reading
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Lame joke: A physicist, mathematician and engineer …
It might be unknown by many of you that I have a PhD in mathematics and work in the Oil & Gas industry. After all these years the latter field, I am actually trying to gain some knowledge of Oil … Continue reading
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Simplification of defuzzification in Fuzzy Logic
I have just noticed that my article on Datalog has had far more hits than my articles normally do. The unit conversion program arose because I was interested in another problem: preparing sets of accounts and investment track records. I … Continue reading
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Logic programming example: unit conversion using Datalog
Logic programming can reduce your code size, and make deductions based on facts. I’ll illustrate this using pyDatalog, a Datalog implementation in Python 3, to create a unit conversion program. I provide it wil some basic facts about how many … Continue reading
#encfs – easy userspace file encryption on Linux
BLUF: encfs provides unfussy user-level mount/unmount of an encrypted directory that can be migrated across machines. Ah, encfs, where have you been all my life? I have been storing passwords in Keepassx. It is an excellent cross-platform password manager, but … Continue reading
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PDF on 2-stage growth DCF calculation explanation
If you have been following my posts on 2-stage DCFs, you may be interested in a PDF that I have written that explains where all the formulae come from. I intend to write more in the article, but it stands … Continue reading
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Magic Hat portfolio: CNCT in, BSY out
The Magic Hat portfolio on Stockopedia (http://www.stockopedia.com/fantasy-funds/magic-hat-463/) is an experiment by me to see if a human can improve on a mechanical Greeblatt Magic Formula screen. I am trying to weed out “mistakes” that I feel the screening commits: unseasoned … Continue reading
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$SAL.L – SpaceandPeople – a valuation
BLUF: Estimated value: £30m. Market cap: £9.9m based on a share price of 51p. The share price of SAL (SpaceandPeople) continues to drift lower, and has flatlined, with a downward drift, since its profit warning in April 2014. I have … Continue reading
DCF repo now reproduces Tesla and Twitter valuations
There has been some interest (OK, one person) in my attempts to reproduce valuation models by Aswath Damodaran, principally in Python 3. I have taken stabs at performing the valuations in Python, Go, Maxima, Octave, and even VB4. I have, … Continue reading
Posted in Aswath
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