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Agree. ODONNELL. YOU F**K OFF with your ramping . Nobody here gives a flying f**k about anything you have to try and sell.
Thing is, no body actually cares about your investments and blatant ramping of other shares.
This is a bb for FSJ, let’s keep it that way
As stated already, we will be buying in to FSJ as a recovery stock once the SP has settled . We will also be adding to our Latin American stocks and Seed whilst we are looking at 3 others.
We (both of us are 80) have been investing for over 50 years and of late always stated what we will be buying/bought in too, rather than saying we bought XYZ at 50p now it is 98p like some do. Our strategy is buy at the bottom and sell at the top. Out of favour sectors and companies.
Everyone must decide on their aim and what to buy in to and do not buy tips alone.
Over the last 3 years we listed stocks we bought, some have hardly moved a couple lost a little bit whilst others quadrupled what we paid, and those that have hardly moved or lost we will buy in to again with some of the profits from the winners. Overall a good return. Our biggest holding is Seed which is losing around 12% but we continue to add when we can buy UNDER 7p as things stand. This is not suggesting you should buy but look in a couple of years and see what they Latin America, Seed have done. whether we will hold big amounts in that time no one knows as once giving a decent profit we sell most of what we hold so the original cost has been retrieved.
As we buy more we will list them on sites we are interested in.
ITs are are our main holdings long term, which are specialising in recovery, small, world wide small countries, far east, Latin America, medical etc. Plus LTI and a couple of other large ITs that only buy large companies but not in big amounts so we do hold a few.
Oracle - HYVE is another good company I can think of trading on less than 1/4 of pre-COVID price. I’d argue they’re an even better recovery play than FSJ !
the forecast EV/EBIT is close to 13-15...over £400m to £27m-£32m...dyo calcs, all
7-10 might be ok imv (tho concerns about management and debt burden make this dubious)
dyor, all
Let's see your calculation for fair value, very interested to see how you come with sub £4?
So you're looking at the EBIT multiple, you've picked the worst possible metric to suit your agenda and it's still not that bad, well done
you really don't see your error, do you?
op profit has to service interest on debt, so op profit (or EBIT) has to be compared with EV not MCAP
Ah, now I see why you can't see the value of FSJ, seems you can't read. Honestly if you want to try get people to sell, take the poor management/likely more bad debts approach because you're not going to fool anyone based on the metrics.
btw you are seriously muddling metrics by dividing mcap by op profit
#schoolkiderror
look at TNW & p/e forecasts suffer from (1) being forecasts (where's management trackrecord of delivery) and (2) ignoring debt mountain
(always) better to work with EV...if you know what EV stands for
It's also less than a quarter of it's pre-covid price, how many of those opportunities still around?
Go and ramp up SEED somewhere else!!! AS subtle as sledgehammer!!!!
A £200 million market cap and Net assets of £235 Million
A Forecast profit £27 - £32 million, at the lower end EPS - 54p
a P/E of 7.2
What metrics are you looking at?
FSJ is value
at least you have the grace to accept that yr original post/"witty" riposte was truly "nonsense" lol
more and more bottom sniffing
#beware #metrics
tp <£3
Will buy, once it has settled. False lows are common so we wait. If it went to 350 and back to 375 we would move in as an example. if it goes to 420 from here we will buy. Over the years we have bought at false low levels and found it dropped another 20% + You never know were the low will come. Pays to be patient. Directors and their families are not always a goods guide.
Will also add to Seed once it has settled, possible another 1p drop there.
That was the CEO and if that didn't encourage you enough the CEO, non-executive Chairman and the CFO bought over £100,000's worth when the share price was over £8 in September. I think it'll take a couple of years but I believe it'll return to over £10 per share
Been watching this for a while. It seems to have found support around the 400p level.
Encouraged by the recent Director buy @ 419p and also the fact its trading at just 25% of the pre-covid price. A recovery if it comes could be spectacular! Just bought in @ 403p
Been looking at this since its drop and we think there is a good recovery prospect.
Split however where to put this months pennies.
Buy in to FSJ as a new recovery prospect.
or
Add to our highest holding, SEED I.T. with a NAV of 12p approx. + big possibilities of it doubling after LEAP has its IPO. SP ONLY 7.1p. ask
FSJ needs to settle SEED may be at CURRENT bottom.
As for you disagreeing about analysis, things like this we have ignored for the last 50 + years
and stuck to buy low sell high, pays off 95%of the time. Once a share settles just above its low, buy.
Do not bother being rude to us, you would be at the bottom of the queue. We gave up wasting time on fancy calculations, just stick to buy low sell high and getting a return each year.
Agreed, it's terrible if you're looking at last years results. But the latest trading update paints a different picture, indications of a return to ~£50 million profit in time.
My holding today
your calc (typo)
since you are sure of "sense", I guess you have mastered basic financial analysis
#waiting
what is calc for EV/EBIT?
Nonsense, nonsense and more nonsense. Good luck waiting for your buy target