Member Info for jollyspeculator

don't look like sells...

any ideas about what they are?

discount narrowed to 30%...

20-25% discount might be easier to justify

"I wouldn't want to be out of these over the w/e" is a fantastically imaginative ramp

always Zambian country risk

but even through much worse times (1970s, 80s, 90s) farms in Zambia (many managed by CDC) did fairly well, I think

any export (or import substitution) will benefit from lower Zambian costs...it's the USD debt that has been a serious issue (but hopefully less so now)

decent sell indicator?

the result's outlook might have mapped out a plausible pathway to cash profitability...it didn't

the disclaimer at the end (already highlighted) points to the obvious concern that they'll have to be further round(s) of fundraising...and basic maths suggests (unless there's a step change quickly in gross profits) that that fund raising isn't many months off

so some may be calculating that the chances of a successful P&D (spike) between now and then are abating, and are happy to wait and see what happens next

dyor, everyone, and trust none of us anon posters

gl.all

tick UP

With a cluttered BB, it's difficult to find posts from knowledgeable punters

Dibs is worth paying attention to imo (wrt ODX in particular)...If only I'd bothered to top up my derisory free carry more @18p!

chasing?

calm down, dear x

ha ha

looking promising, mind

this spread is daft

good post & impressive turnout at the airport (Foreign Minister & US Ambassador)

#cheaperthanchips

630 to buy..what magic is afoot?

tempting...to add

10p would still seem cheap imv

plenty of upside

tp £9

good post (much much higher quality analysis than one expects on LSE!)

yes, they need to invest & yes, the net cash at year end is "inflated"

reckon this is no better than fairly valued (given headwinds)...but with the global markets inflated that's not so bad

old, for sure...and perhaps wily through learning from (usually own) mistakes

how long before next fundraise? Wyld looks interesting, mind

almost as if China is helping Trump's re-election prospects

always stalking talent

why is this interesting?

sure could be 20p...if the market conditions are right, and management is effective (and we're lucky)...they have what have been seen as good assets in a market that could boom (if everything goes well)...

but could tend towards zero...

DYOR & enjoy (or don't) the ride/punt