This space is reserved for Ramridge to introduce himself.
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.…
Yes of course. No advice can be given. 'My opinion' or 'My view' wouldn't get you into trouble I think. Regards, Ram
Hi Paul - Great format. If I can suggest a tiny change. At the end of report for a particular share do what Tempus in the Times does. Here is am example from today's edition referring to Circassia Pharmaceuticals. " My advice: Hold Why: Carcassia is at an early stage, and little is certain. " Just two or three lines. Regards, Ram
Re. TUNG. For those who seriously want to understand and analyse this company, I highly recommend reading their admission document (can be downloaded from their website). Pretty in-depth SWOT analysis, competitor analysis and detailed explanation of their three-pronged strategy, e-invoicing + e-discounting + e-analytics. What could go wrong? Lots. Remember first movers with disruptive technologies do not necessarily win the big prize. Regards,Ram
Hi Paul - Re. Tungsten. I bought a few shares in this company a few months back because of the potential. Almost all advanced countries have committed to e-invoicing in public procurement, and the EU is moving to an end-to-end e-invoicing system, mandatory if you want to do business with them in future - albeit it would take a few years to get there. The…
Hi Paul. The new CEO is still talking about turning round the UK side. That leaves me cold. As a brand in the UK it is as yesterday as HI Karate. Throwing good money after bad.
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