Viewing posts from August, 2014

Vocus Communications 2014 Results: What James Spenceley had to say...

Less than 2 hours ago, I was lucky enough to be able to tune in to the Vocus Communications Limited (ASX:VOC) results presentation while waiting for a flight in Los Angeles. A basic perusal of the press release would tell you that underlying NPAT was up by 53% to $13.6 million revenue was up 38% to $92.3 million.

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SomnoMed Limited (ASX:SOM) continues to grow: Musings on the 2014 results

SomnoMed Limited yesterday reported a fully year revenue increase of nearly 40%, to $25.9 million on the back of increased sales of its medical devices which are designed to treat the milder forms of sleep apnoea . However, the company also reported a substantial reduction of net profit after tax, due in large part to slightly decreased gross profit margins and increased general administration expenditure.

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How Energy Action Limited (ASX:EAX) has lost its way

Energy Action is undergoing a transition from a business with a competitive advantage, high margins and high recurring revenue to an acquisitive machine with lower margins and less recurring revenue and a gradually reducing competitive advantage, as well as higher working capital needs. I have sold my Energy Action shares on open and (as I stated here, just before market open) I have removed them from the Hypothetical Ethical portfolio.

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From the Vault: Learning from others and some old research on Hansen Technologies (ASX: HSN)

Hansen Technologies Limited (ASX:HSN) will increase revenue by over 50% and achieve EBITDA of well over $20 million in FY2014, according to their recent update.

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