Member Info for jollyspeculator

40% discount over on "A" Shares

#toowide!

bought more @376

EV of c £200m (stripping out net cash)
Trailing EBIT >£50m

EV/trailing EBIT<4 (whereas it's closer to 6 for HAS)

great geographic coverage
sensible cost cutting
seasoned, aligned senior management

#cheapaschips

DYOR, all

yep, pretty bleak

how is this going to play out through long period of reduced travel??

sorry to bring this back to CNS..

could always discuss TIDE over on that board?
#radicalthinking

excellent strength after inevitable profit taking

forward cash adj p/e of 15 wd give sp of c50p...dyor, all

retest 0.04 in all likelihood

dyor, all

sold another 1000@263.xp

on free carry

perhaps securing buildings will continue despite downturn?

sold 1000@263.xp

too tempting

the tech looks promising
shame about the fcf (I feel I've seen this movie before)

tp 50p

p/e of over 15 makes sense for a growth company
well placed in the right sector in these troubled times
imv

still cheap v Hays

nice timing...

over £100m of net cash & v reassuring update

#greatmanagement

"Board believes, with the actions taken and under consideration, the Group has sufficient liquidity to cope with the current uncertainties."

great profit growth in good times

trading on v low trailing EBIT multiple

strong highly aligned senior management

great geographical spread

it's pretty dodgy here as well

sold 4k @26.xx

biggish sell finished

moving quickly