Member Info for jollyspeculator

rights to choose this over the "A"s, don't you?

Wider spread here
35-40% discount over there

I love Dewhurst
but much prefers
the "A"s

DYOR
...and enjoy a great New Year, all

thanks, Dibs

yes, Simon C has been promising imminent +fcf for so long
that it's hard to take his views seriously

and now that there's a wedge of "insider" debt
who knows what future dilutionary horrors
lurk?

...pity..cos I like what little I understand of the space/potential

what do reckon, Dibs61?

a prosperous New Year

Jolly well get
my skates on

Happy New Year

turning?

spread really is more than 10% (which puts me off buying back those sold @11p+)

watching...

hold 15k on free carry
(plus £10k+ cashed out from this one)

2019 EV/EBIT is perhaps 7-8 (dyor, all)

Not dirt cheap, but I much prefer the new ownership structure (post merger)...

down down

4.1p sold

cash
burns

sold

small buys from punters

perhaps we'll test 30p

hold well over 10k shares

...decent discount to ords (c40%) - roughly at limit of historic range
....good acquisition over summer (on the face of it): swapping surplus cash for op profit
.....it's the family, stupid
.....some diversification over products/geography
......some neg correlation to £ (op profits up if £ crashes)

fingers' crossed

anyone got a decent grasp on the fcf here?

the earnings are terrific, but the c/f markedly weak/erratic

are we nearly there yet?

getting closer

the interim report notes that a major shareholder is causing mischief...any idea to what this refers?

imv..

TNW is sub 3p..

..and still to see strengthening fcf

dyor, all

surely?

seems cheap (rel to peers)

...& some stability in sp

..dyor, as ever

v odd price...but not rushing to build given the Bear's historic tendency to drift in longish drunken sulks