Good morning from Paul amp; Graham! Today's report is now finished.
Podcasts - I've managed to iron out the problem with my podcasts not working on Google Podcast service. That's now fixed, and they download automatically now. I had to install an SSL certificate. Amazingly, even though I have no idea what an SSL is, I managed to somehow install one last night!
Agenda
Paul's Section:
Cerillion (LON:CER) [no section below] - another interesting CEO interview, which I recorded yesterday afternoon. The audio is here, and on podcast. I tried to get to the bottom of why the company's performance (revenues amp; profits) have exploded upwards in the last couple of years, with some key factors emerging. Just for Stockopedia subscribers (please don't copy it elsewhere!) I've also typed up the interview in a separate post here. I think it's fair to say that CER shares are not a bargain, on a forward PER of 32, but I think that valuation can be justified, given the outstanding profit growth, and a big market opportunity to continue growing. So it's a gone on my watchlist of things to buy on the next market downturn.
Mid caps that I happened to look at briefly this morning, so...
