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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

Yesterday Goodwin, today Nature. Just shows that any company directly or indirectly reliant on the oil & gas sector needs to be avoided perhaps until a clearer picture and stabler situation emerge.

Hi Cisk - I am beginning to warm to the notion that there is political collusion in keeping the price of oil down so as to bring Putin down. Saudi Arabia is a close ally of the US and between them they account for over 20% of world oil production. If they collude to keep the price down to say $60 next year, then this…

Hi Paul - OK. I think you are too forgiving. Management in public companies is paid big bucks to ensure good governance and management of expectations of all stakeholders and in our case, investors. Now let's look at some facts: * 16/4/14 IMS. ' results will be in line with expectations...". Good. * 8 wks later, 17/6/14 First profit warning. Revenues will be down by…

Hi Paul - Re. XAR. The trouble with Xaar is that management's credibility has been shot to pieces. By memory, each of the profit warnings this year was preceded by an IMS or Trading Update saying that everything was more or less OK and 'in line with market expectations'. I have already made a new year resolution which is that if I have any doubt…