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Ramridge's Latest Blogs

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 Edmund - Useful article, thanks. For comparison purposes, for BP and BG, what is the current value per barrel of 2P oil reserves? Thanks

Hi Mark - Great piece, thank you. Like you, both story stocks and catching falling knifes cost me dearly in 2014. There is a fine line between being confident and hubris, and I crossed it too often to my detriment. This calendar year I have been more disciplined with the result that I am up 11% on year to date. Nothing to boast about really…

Hi dre1012 Great analysis and I generally concur. Couple of observations. Apple's PE is 19.7 dropping to 14.8 for 2015 forecast. I haven't got the data but if you adjust this for the so-called mountain of cash they are sitting on, then at the last reading PE drops to below 10. Even by UK standards, this says 'buy' to me. My second point is just…

Hi sirsegeRe. Galasys (LON:GLS)   I had a quick look at Galasys and like most Chinese companies, it shows sparkling reported net profits but cannot convert this to cash. Free Cash Flow was negative in 2013 and looking at today's 2014 report, FCF is still negative. So the dividend they are proposing to pay is actually coming out of the net cash they raised last year.…

Hi Paul - I have been a long time fan of Telit Communications (LON:TCM) as it is the only major UK quoted player in the M2M (Machine to Machine) and smart sensors space. M2M and smart sensors are finding their ways in home appliances, cars and general gadgets. Personally I think the future is very bright for this technology. ARM Holdings (LON:ARM) 's sales of…