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Moosh's Blog


30
SEP

Camco Clean Energy – a clean slate

Jam today? Well, not yet with Camco Clean Energy (TIDM:CCE).1 This one is still a ‘jam tomorrow’, but you know, jam takes a while to make.

Clearly I am diverging away from my initial ‘jam today’ opportunities since there aren’t many undervalued profitable companies to choose from these days so I do have to stretch the boundary a little and seek something a little outside of my comfort zone. I have been a long term investor in CCE since 2010 and I was caught buying on weakness when ‘buying on weakness’ was my then favoured buying strategy (which, I hasten to add, isn’t my current choice of strategy!). Unfortunately I wasn’t really focussed on fundamentals at that time so I was completely oblivious to the major bearishness in the European carbon markets and the impact this had on the financials of CCE (formerly Camco International, TIDM: CAO). However, it was a useful experience regarding both the buying strategy and figuring out what the carbon market is all about. I’m honestly still a bit fudgey about carbon emissions, which I don’t mind admitting to, so I am watching tentatively but in the meantime I still have a holding in CCE so it’s important I keep up with their ongoing activities.2

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Blog Calendar

29
SEP

Beximco Pharma - the case of the undervalued pharmaceutical company

I have been a long term shareholder in Beximco Pharma (TIDM: BXP), the AIM-listed manufacturer of generic pharmaceuticals in Bangladesh, which is also listed on the Dhaka and Chittagong stock exchanges.



29
SEP

Fantasy Yesterday, Reality Today

My previous blog post at the back end of 2013 questioned whether fantasy can turn into reality with respect to picking an undervalued company to invest in based on something as simple as the price to earnings (PE) ratio (amongst other factors).



9
DEC

Fantasy Today, Reality Tomorrow

Over the last few weeks, readers of this blog will have seen me try to tie the share price to earnings via a PE ratio based fair value price range (which I have assumed to exist between a broad PE ratio range of 10 and 20). 



4
DEC

Needles in Giant Haystacks

Let me stop you there before you begin to conjure up images of someone trying to vaccinate a wrestler from the 80s.



25
NOV

One Lump or Two?

What about AIM, the Alternative Investment Market?



18
NOV

Price Tag

You may know how it works...



12
NOV

Jam Today

Over the last year, I have been bumbling my way through fundamentals research.







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