Member Info for jollyspeculator

but my play is to hold until 20%

NT called this wrong, no?

reversed in first q of current year..

...not cheap on forward EV/EBIT (dyor), but if they can accelerated sales growth...

decent entry price
if you assume even stability
of geographically diversified earnings

risks around management of such a spread of businesses/teams
& almost proverbial cyclicality of market segments

need to be better than "fine" to justify giddy rating ...

huge spread doesn't help..

...small buy by some brave soul @ nearly 5.4 on NEX

..pin drop

some issues around residual stakes, perhaps? overhang(s)

questions over management/margins? a mixed track-record of operational performance, & an eclectic mix of businesses exposed to cyclical building sector

v difficult to nail down...I'm a bit of a lemming following lemmink here

I hadn't...

yuk

active thread over on adfvn

"Nicholas Beaumont-Dark that, following an acquisition of Ordinary Shares, his shareholding in the Company breached the 3 per cent. threshold. Mr Beaumont-Dark's current shareholding in the Company is 660,000 Ordinary Shares representing approximately 3.56 per cent. of the Company's Enlarged Share Capital."

with cont mismatch between fundamentals and sp
screaming...

dyor, all

paid

100k buy...

don't be shy

I'm pretty bearish...

...but I'm always Jolly keen on DWHA

...and perhaps have a look at EMR, TRI...

hope springs..

...but

...caveat emptor

if it's good enough for lemmink...

bought back modest 3500@just over 70p

now hold modest 17k

but bought back 1800 of 3500 sold @243...still on handy free carry ofc

I'd be v tempted to load up if EV/EBIT approached 7

DYOR, all

caveat emptor

back in for some craic

still there: some selling @c4.4 over on altmarket

& the spread is still eyewatering