Monthly Archives: January 2017

LMI – Lonmin – bailed out

For the record, I bailed out on the market’s reaction to Lonmin’s results today. That’s one bullet I didn’t dodge. I must say, the market seems to be in punishment mode for companies that disappoint. I bought early this year … Continue reading

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RTN – Restaurant Group -a tiny update

On the 17th Jan, I wrote about RTN, promising that I would announce whether or not I was right on selling my shares. RTN issued a post close trading update today, stating: The results are expected to be in line … Continue reading

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DPLM – Diploma – Trading statement

DPLM (Diploma) is a company that doesn’t attract much attention. It issued its Q1 TU (trading update) today, with revenues up 23%. Net funds are up, too. All good to see. The market has been a bit undecided how to … Continue reading

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Sold my RTN – Restaurant Group

RTN (Restaurant Group) has been a sorry old performer for me. In retrospect, I should have sold out in March 2016 after the profit warning, and saved myself a lot of heartache. RTN is a bit like NXT (Next): it … Continue reading

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Well, interestingly, China

I don’t know about you, but I am sick and tired with everyone expressing an opinion about China. I am so bored with China. And yet … McKinsey published a report earlier this month: “What can we expect in China … Continue reading

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On the other hand, maybe not

This just in: sun continues to rise each morning, puppies are still adorable, and oxygen is still free. I made a note to follow-up on an article in Citywire (https://goo.gl/vDlqxH) written a year ago. The headline was “RBS says ‘sell … Continue reading

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WINE – interesting chart

WINE (Majestic Wine) released their xmas trading results today, sending the shares up 4% to 337p in early trading, stating: Group sales up 15.3% – on track to be in line with full year expectations I had a quick look-see … Continue reading

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