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BIG BROTHER LISTENING TO OMG! EDITORIAL MEETING
OMG! (Opportunity 4 Material Gains)
A Premium Blog…………………………………….. See Newsletters
Date: Friday 26th September
Time 5.30pm
Location: All Bar One
Attendees: Jon Lev/ Andy Hore
Jon – As I like to remind you not only am I better looking I have also had a more varied city career than you. Analyst, Journalist, Fund Management and corporate broker so have seen how small cap stock value is built and destroyed from a range of perspectives. Some good stocks do not perform well for a variety of reasons; badly placed, the investment opportunity not well described and management arrogance . While some shocking stocks do really well…….. for a time and either get lucky or crash back.
Andy- A consistent track record shows that if you follow the newsflow on the slightly more mature stocks the risk of extreme volatility is greatly reduced . The trigger is usually recognising the importance of the newsflow on the business plan, which needs a memory. I am not sure your sequence of jobs amount to a career.
Jon- I see you did not deny that I am better looking. You are missing the point as there are often non-financial indicators that a company is amount to flash or crash. A crude one is directors dealing , un-usual volume and perhaps the appointment of a bigger or more appropriate broker .
Andy – Astute investors who subscribe to OMG ! at the bargain first year price of £45 will expect more than one liners on company appraisals. They will want facts; the debt position, turnover growth, variance on profit margins and an understanding of cashflow. I can accept that sometimes a company has increased investment which increases short term losses for medium term gain. If you are so good looking why do you not have a photo on this blog?
Jon – Clearly, I accept that facts do need interpretation and the wider the reference points used the better the conclusion are likely to be.
Andy- likes make sure that OMG ! succinctly gives a appraisals of the business risk as well as the market intelligence that can make the timing for buying and selling.
To be continued ……………………………….
