Member Info for jollyspeculator

that I flipped out at 29.xxp

this has been endlessly rewarding

and the era of long vulnerable global supply chains is likely now to go out of fashion?

with so many opportunities emerging across markets, why back yesterday's "model"?

& now so many better capitalised opportunities emerging elsewhere across markets

but then there are so many other well capitalised opportunities

#sittight, for now?

Most obv: credit quality of investees

Also liquidity (will providers of finance reduce lines)

===> almighty credit crunch????

DYOR, all
don't rely on anonymous poster(s)

Below TNW
Still profitable (modest valuations)
Cost cutting to come

Even if you allow only modest value to old Redde
This sp is low for the old Northgate business imv

Somewhere here (170-210) looks a decent floor
but who knows my "analysis" may be flawed

DYOR all
Don't rely on anon posters

pretty asymmetric here imv

with decent tnw support, synergy gains to come and modest earning ratios

DYOR, all

fortune favours

appalling weak c/f

Downing selling down, it seems

..

it sure is a trading gamble (although buying volatility isn't such a mad plan)

I had LT value in mind

surely?

on combined TNW & adj EBIT (esp with synergies)

wonder whether this was tipped @80p?

interesting to see how much this retraces...buy more c90p?

almost full ask being paid

sad news...but the cynical take is probably correct as ever

the embedded value here is so high, and the (probably v nice) man RIP was a roadblock to realising that value

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*

flipped @ 29.xxp

nice 30%+ in 5 weeks...cheers