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Ramridge's Latest Blogs

On February 3rd, Johnston Press Johnston Press (LON:JPR) put out an RNS stating that following an independent review their pension deficit has been reduced from £90m on 3/1/15 to £53m on 3/1/16. Following the announcement, the share price jumped 12%.This is a massive deficit reduction of 41% at one stroke which is unusual but not entirely unheard of. The company also stated that full details…

Recent UK IPOs have proved to be a rich seam for canny investors. The following three tables analyse UK IPOs over the previous 12 months to 30/10/2015. The data excludes investment trusts and REITS.The first table shows performance from first dealing dates to 30/10/15, both for absolute gains/losses and relative to the FTSE All Shares Index.The second table measures performance 3 months following the first…

Below is the text of an email I sent earlier today to Dmitrios Gryparis, Globo's Finance Director. The main issues have been unashamedly drawn from Paul Scott's blog of today (all E&OE are of course mine).  Any replies I receive will be published here."Dear Mr GryparisI am a Globo Plc investor who has been following your company’s fortunes fairly closely over the last 18 months.…

Today's Sunday Times carries an interesting article on the extent of pension fund liabilities in listed companies balance sheets and impact on prices. Nothing new in this for those who study financial results. What struck me as interesting is that the report saw a ratio of pension liabilities to net assets of 50% as a marker. Anything above 50% is a amber to red flag.…



Ramridge's Latest Comments

Hi BenA good article with interesting observations about IPOs.You will probably be aware of the analysis I carried out last year and posted the details here. My own data doesn’t span two years yet so I have no reason to disbelief the general conclusion reached by academics of average losses over a 2 year period.My analysis covering 51 IPOs over the period 1/1/14 to 30/4/15…

RE. Hostelworld (LON:HSW) The company's revenue split is broadly 64% Europe, 18% Americas and 18% Asia Pacific. Today's RNS message is that Europe has weakened but Asia Pacific continues to grow fast. So unfortunately it is the largest market segment that is hitting problems - not what I wanted to hear.

Hi Paul - RE. Hostelworld (LON:HSW) I applied your excellent 5 points analysis before the bell and I came up with similar conclusions. An additional point worth making is that Woodford has a huge stake in this company, something of the order of 20-25%. Like him or not, he does move markets and share prices. So I went long this morning although the key issue…

On top of selective hearing, people should develop selective reading. This recent spat about Cyan is just noise, albeit the issue is real enough. It will not be solved any time soon.

Hi Paul - Re. Judges Scientific (LON:JDG) When I read about the profit warning this morning, I thought, wouldn't it be nice to read Paul's analysis along the lines of the 23 May post, Falling Knives. Reading your commentary above, you have effectively done this but not in the systematic manner of your previous post. So I will stick my neck out and have a…

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