Member Info for jollyspeculator

As Darton posts, steady on

no need to rush in here imv

still need to see more real evidence of a turnaround

First, sorry for the loss...seems an enormous amount to risk on a pre profit punt

second, and easiest to explain, the sp jumped because of FOMO and greed motivated enough (aided by savvy traders)...it's sold back down because the risks are still here (there's no real visibility on FCF++)

third, and this is always true and about the most important realisation anyone playing markets much always have in mind, the past is irrelevant; no PI is locked in; liquidity is literally the whole game...everyone can always sell

20-30% discount to placement price

I'm not so confident in this case: the play is decent; the possibility of a bid lurks; and they didn't issue that many new shares

tp 4p

To c87p before rebuying

2024 is going to be a tough year for brickies...

A great offering in a fast growing segment

owner breathing down the neck of incentivised/experience CEO

NED buying

===> Rev multiple below 2 is nuts imv

tp 25p++

I like the quiet/strong uns

Expected profit this year is not £40m

stop posting lies

So when to replenish?

350 looks tempting...given results will be decent

but outlook? there's the rub

You can see the bleak reality at an aggregate/index level

is there any index in the West that has performed as poorly as the AIM index over nearly 30 years?

The Japanese indices from their ATH?

Interesting stuff

much the same could be said about politicians use of whatapp...the delete functionality is a key attraction for anyone in power/responsibility....the blame game is often the only game in town

how would whatapp be banned??

The modest M&A multiples and the poor organic revenue performance in 1H certainly make me nervous, but

I'd suggest the most important macro trends to monitor incl the Indian/Bangladesh inflation differential and exchange rate

BOTAK, I've been playing this more lor less successfully for 3-5 years

To date, playing the extremes has paid off, but there may be a time when either floor or ceiling is breached

FDBK is pretty similar to most AIM plays, endless hope v reality, until the hope dies (last) ...or, in the very rare cases, the tiddler actually does hit paydirt

Stupid if your exposure to tiddler exceeds 5% say of your investible

this is a traders plaything atm...in the absense of really substantial newsflow and with such limited visibility

like most shares that are way off fcf++

To justify the huge risks of buying here

tp 1.20 for a bounce back towards £2

Interesting, thanks

I'm tempted to load up sub 50p!!

But then big ol MGSN trades on 30% (but its UOP margins are wafer)

Interesting to see appetite to mop up that sale

To net current liabilities (or, worse current assets - all liabilities) puzzles me

I'll wait and watch....if the turnaround happens as mapped out, I'll take my chances of paying more for greater clarity

Any compelling reason to buy given what they're sayin??