FGE: Forge Group

Western Australian mining services company. Held a position in this company for 1.5 years and sold recently due to a profit forecast that while still good, was below my personal expectations. The price has come off a bit. Though the underlying fundamentals appear to be on the up with the company making three contract win announcements in the past month. These are signifcant contracts that are larger in size than previous contracts and shores up...

CCP: Credit Corp Group

Credit Corp is a debt collections company. Buys distressed debt from banks, financial institutions and lately telcos at a heavily discounted price, and attempts to collect the money back. Not the easiest company to judge because one of the major costs is debt ledger write-offs which management hold a lot of sway in. So it's important to keep a keen eye on amortisation, cash-flow, and collections revenue numbers. CCP was one of my first investments...