Viewing posts for the category Companies

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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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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Should I buy more Fiducian Portfolio Services Limited (ASX:FID)?

Fiducian Portfolio Services Limited (ASX:FPS) is a small fund manager that also owns a small network of financial planners and even accountants, and software on which planners can run their business. Shares are up over 40% since I put Fiducian Portfolio Services into the Hypothetical Ethical Equities Portfolio.

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Should I buy more CPT Global Limited (ASX:CGO)?

CPT Global Limited (ASX: CGO) has drifted up in price a little since I first covered it in this article for the Motley Fool. However, I still think it is attractive at current prices, because it's a turnaround that is in the process of playing out now. I'd call it ethically acceptable, but as always, I'm interested in your opinions.

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Will Capilano Honey be a sweet investment?

I first started thinking about bee populations as a result of Select Harvests Limited (ASX: SHV) because bees are required for the pollination of almond trees.

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Atlas Pearls Limited (ASX:ATP) and the IR guy that could

This post is about a micro-cap company called Atlas Pearls Limited (ASX:ATP) that farms pearls and has recently moved into the production of essential oils. It's also about that company's investor relations firm, Bourse Communications, and Bourse's managing director Rod North, who contacted me some time ago.

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Resonance Health Limited not worth the risk (ASX:RHT)

In its most recent quarterly report, Resonance Health Limited (ASX: RHT) reported positive operating cashflow of $94,000 and $829,000 in the bank.

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How I missed Nearmap Limited (ASX: NEA) and regret paralysis

Sorry, this post is more of a diary entry than thorough research, I'm just feeling so frustrated and I need to vent. Psychology and lesson learning are consistently underrated elements of the investing equation.

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