Member Info for jollyspeculator

the old drag of large holders cashing out?

judgement.. ..esp at this game

...so where will this bottom?

3500@71.9p ..holding just shy of 30k

5.5p may be too extreme a retrace...

c5.5p? 2.5p was the fund raise, no?

ranging pf...but plenty of debris...TRD, NTBR intrigue; DWHA is my largest single holding (c8k or �40k over three accounts) ...But I am not really paying much attention: total of my equity holdings are less than 10% of effective net assets... ...I'm obviously bearish, but not yet convinced that shorting is the play: what will trigger mayhem?

& hold other half on free carry ...cracking play, Dibs; well done

Ashes' gladiatorial cricket...much more than can be said for sorry AAU ...mighty tempting to wait for placees to de-risk further into potential news famine

folding?

delayed 30k share sale... ...lift off strugglin...need more speed

shd be �1.20p ++ imv..but little/no institutional appetite ==> limited buying vol ...& large holders still seem keen to get their paws on cash ===> sporadic bouts of droop ..so drun ken cy cli n ...hic

on fcf positive ...or wig's M&A imv

for de-risking

sweet

exuberance?

you have to love the Bear cycling money to be made from trading the drunken course

we need riddler to explain that 1+1=3

so more than doubled my free carry position to measly 4k holding ...still wary of high capitalised dev spend and consequently high EV/fcf multiples, but the future growth prospects (and speculative excitement from news) makes trading these fun

on hi tech.. ...more difficult to turn a positive fcf cash profit ...'twas was the key investing lesson from the 80s/early 90s boom/bust in NASDAQ software "wonders" ..plus ca change