Member Info for jollyspeculator

look at post numbers

come on, lse admin

by which company
might OPM be t/o?

much more likely to stay the aggregator
(which means more dilution likely imv)

by which company
might OPM be t/o?

much more likely to stay the aggregator
(which means more dilution likely imv)

perhaps...so back in @30.5p

getting close to interesting sp

agreed...sold a few @6.33p

left with small free carry (26k)

@730

hold about 7k/£50k (pretty much free carry)

EBIT (pre intangibles): £8-9m (giving some seasonaility uplift)

that's c£1/share

yes, there's a small benefit of effective "leverage" from non voting shares
but we're still c 10 for EV/EBIT

as is so often the case, the A shares represent better value imv/dyor etc etc
(and these look pricey)

I'm not buying back what I sold
(but that's general unease)

Messy Chaotic Brexit looms

bottomed?

to sell below 60p

which seems sensible given what's publically known:
(1) management team with questionable trackrecord in tough volatile sector
but
(2) EV/EBIT v tasty

dyor, all

not without large margin of safety

the visibility here is shockingly poor, imv

profits warning

plus significant debt and management change

why buy?

dyor ofc

on most LSE boards

..speculation here about t/o?

675/1100
or ?730/1150

c35%-40%

.

I expected

anyone seen any forward estimates?

if the Bear isn't falling off a cliff, the p/e here is not to be sniffed at

of nearly 20% (dyor)

& growth returning

& activist shareholder(s)

almost a "strong buy" imv