Member Info for jollyspeculator

certainly interesting multiples!

EV/EBIT less than 5 (dyor) is tempting
despite the high risks

bought back 250@950

fairly cheap rel to assets

dyor

some clarity about
(1) financing for expansion
(2) the quality of pf under stress/recession

what was the short interest?

whether they do decide to raise equity at these depressed levels...levels consistent with 10%+ haircut on their total book imv

.

bought back 1100 @ 194.xx

fairly expensive, but growth potential

bit better now

30% discount

EV is in £60-70m range, which seems fine to me

but I'm tempted by mid 30s

but must be some large background sell going thru

bought more: 9k @22.29

hardly reassuring

bought back 1800@670

(bit disappointed by the price....hoped to sneak 650)

pretty lacklustre figures

and global outlook hardly rosy

bought 5k @ 22.35p

pretty tidy Q1 performance

darker & darker

sp certainly sinking
whether or not
CEO's nifty "timing"
stinks

Ron Russell already has handy stake

all fine, but growth will need to be funded by equity, no?

& dilution ain't great for sp

sold yet another 1200 @ 776
bought back 700 @725

silly to trade this, but