Member Info for jollyspeculator

choice price 9p/9p so had to buy 15k more

hold c100k

already has...

yep, finances are hardly "sorted"

it may have a little liquidity, but solvancy remains the question: what value retail assets?

Dicky has only got 8.9% or so left to flog lol

dyor, all

don't rely on *any* pos(t)ers

bought 4k more @ 54.3p...

turnarounds have pretty poor odds, prof....have you actually studied the real world of turnarounds in any detail??

your zealous overconfidence is plain weird...

alex darling

you need to brush up your basic math

hmso ltv is c40%, so 60% discount on pf = wipeout

#simplez

with increasing short interest?

dyor, all
rely on none of us posters for sure

with Land.l going lower
perhaps worth considering
the implied discount on Land's
retail pf valuation

not obvious that even a 50-60% discount for HMSO's pf valuation is enough?

if that's so, what value (other than option) is in HMSO?

#postcardanswer

never rely on anyone's post!
dyor, all

fdbk may have more cash to burn
but still doesn't seem to be able to monetise

wait 'tl 0.7-0.8p for a punt??

on sustained positive freecash

turnarounds are always tricky, and, amidst a dreadful economic backdrop, this is trickier than most

ps those chuntering that 25p was absolute floor were always posting flawed b*llocks (as now proved)

nope, perfection ain't here...

why not wait for re-test of 40-45p?

https://www.investopedia.com/terms/g/gdr.asp

perfect?

hardly...

not really

better value among banks elsewhere
and they have less to fear from pol/regs

some support here
so bought back 400@311

would like to see 280-290...

I tend not to short...

It's more that I have held shares (most recently in DRV and MWE) and sell some/all after tip

is there any obv seasonality (H2 better than H1)?

over last few years the intra year variability of performance masks any underlying pattern

if no seasonaility then run rate H1 performance puts this sp at a fairly demanding p/e

dyor, all

yep...so "our" GDR is trading at a c50% discount
which seems (much) too great a discount

whether to top up now
(or wait and see whether there is another bout of profit taking in Dhaka)
is a tough call....

a current year (2020/21) p/e for the ords of not much higher than 10
is hardly that demanding, esp if you reckon
BXP can ramp up its export growth

does anyone keep tabs on ST's tips??

they seem extraordinarily disasterous lol