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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

AGA Rangemaster (LON:AGA)   Worsening pension fund deficits are indeed bad news not only for AGA but all companies currently showing pension fund holes. It is almost the case of a perfect storm. Gilts rates are lower than the previous assumption at the 2011 triennial actuarial valuation. Pensioners are living longer so a worsening longevity risk. Scheme assets are showing modest rises but nowhere near the…

Hi Paul Re Avesco (LON:AVS) Isn't it a bit early to say that "results for the year to 30 Sep 2015 will be comfortably ahead of their previous expectations." ? There is more than 1/2 year to go. Unless they have solid recurring revenues or order book pretty much full. which I think is not the case. Regards, Ram

Guys - I can only concur that I am seeing good value or growth shares that I would like to invest in but won't because of (by my calculations) overrated current market prices. Patiently waiting for a pull back worked for me last year, but not now. So I see from the sideline quite a few of my picks go up in double digit %.…

Re Dialight (LON:DIA) i took the opportunity this morning of a strong sp rise to liquidate my position. Basically broke even. IMHO the risk reward ratio is wafer thin and there are better prospects elsewhere. Prefer boring to roller coaster rides! Ram

Hi Paul I sold half my holding a few weeks back and dumped the rest this morning when the price dropped over 10%. My reasons? For a story stock you need a compelling vision and an ability to deliver. I thought we had both. Delivery plans slipping by 1year was the first red flag. I am also reading that more nimble opportunistic operators are appearing…