Member Info for jollyspeculator

bought 3000 more @ full 45p

can sell in some volume @>43p
difficult to buy

seems asymmetric play

yep, worth focusing on neg fcf imv

misjudged bottom

but looks tasty here *now*

yep..buy sub 1p (and sell on spike) is usually the fdbk play

just requires some patience

flipped @ 29.xxp

nice 30%+ in 5 weeks...cheers

certainly interesting multiples!

EV/EBIT less than 5 (dyor) is tempting
despite the high risks

bought back 250@950

fairly cheap rel to assets

dyor

some clarity about
(1) financing for expansion
(2) the quality of pf under stress/recession

what was the short interest?

whether they do decide to raise equity at these depressed levels...levels consistent with 10%+ haircut on their total book imv

.

bought back 1100 @ 194.xx

fairly expensive, but growth potential

bit better now

30% discount

EV is in £60-70m range, which seems fine to me

but I'm tempted by mid 30s

but must be some large background sell going thru

bought more: 9k @22.29

hardly reassuring

bought back 1800@670

(bit disappointed by the price....hoped to sneak 650)

pretty lacklustre figures

and global outlook hardly rosy