Monthly Archives: October 2014

$GNG.L – Geong International – memories past

Just for fun’s sake, I thought I’d take a look at GNG (Geong International), which I hadn’t looked at for a very long time. “Geong International Ltd (GEONG) is a Jersey-based company, providing Internet software solutions for companies in China.” … Continue reading

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$QPP.L – Quindell – a comment about cashflow

I have been finding the cashflow statements by Stockopedia to be particularly interesting, lately. I took at look at QPP. Its operating cashflow for y/e Dec 2013 was actually negative, at £-8.9m. What you see is that accounts receivables have … Continue reading

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My #Manga drawing for October

I haven’t been doing much drawing this month, on account of doing a lot of work on mathematics. I did a quick sketch the other day of some character, but unfortunately I don’t know who it is. I still have … Continue reading

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Riding the Unicorn (#Ubuntu)

Ubuntu came out with its latest and greatest recently, so I was keen to upgrade. I have a quiet, small form-factor ASUS VivoPC which I use as a server for web, mail, but also do a lot of programming work … Continue reading

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$WAND.L – Wandisco overbought

Software company WAND (Wandisco) has been performing well. Its 2014Q3 explains why: booking have increased by 56% and 21% on prior year, and announces it has been selected by a Fortune 100 tech company. I have been bearish on WAND … Continue reading

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Mathematical diversion: the ladder problem

This is a mathematical diversion to while away some time, and stim- ulate your brain. Try solving it before looking at the paper, as it states some basic equations and approaches quickly. The problem is stated be- low. There is … Continue reading

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$ASC.L – ASOS – a quick’n’ dirty valuation

ASC (ASOS) finals are out today, prompting Paul Scott to tweet: “Lousy figures from ASOS. Is this co really any good? Have my doubts. Op margin only 5%. Profits down”. The market response was very positive, though, sending the shares … Continue reading

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Two-phase growth model app available

Last week I posted an article of Stocks showing at least 50% upside using a DCF model. I have now made an application which uses the most interesting parts of the model. You can download it using this link. Here … Continue reading

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$BLNX.L – the case against it as a Magic Formula stock

I notice that BLNX (Blinkx) has appeared on Stockopedia’s Greenblatt Magic Formula screen, with a ROC of 52.6% and an EY of 27.1%. It also has a QV rank of 93. BLNX has net cash of £75m, a market cap … Continue reading

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Stocks showing at least 50% upside using a DCF model

There are many screens like Greenblatt, that attempt to measure “cheap and good”, or GARP screens that use a combination of “value and growth”, but there are not any scrrens that attempt to measure discount to intrinsic value. Yesterday, I … Continue reading

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