Member Info for jollyspeculator

slow down on run rate ebit...and not persuaded by commentary on pension deficit

??

except civilisation is crashing ..all well with you?

and 60p has been tough ceiling here for ages

gas..given director sell & double top ..hold 8k free carry

is

might be decent buy (back) in.. ..still hefty discount..25-30% to ords ..and ev/ebit not too high

hold measly 20k

£5 was always on the cards

yet

@542

happy tho to wait and see how severe the sell off is..

ADMIN..needs new share chat for PEB

difficult to know what winding down costs are....or how valuable listing(s) are..or how much will be returned to shareholders

to tiny residual (free carry) ...bounce over(done) imv

cheap ebit..well done again, the Dewhursts

before recovery..if any

wot?

so dropped my buy back sp...we are close to interesting boundary: mcap<£9m; sp<18p is probably net net..but the minority protection/foreign tiddler risks suggest a need for caution/margin of safety...20% discount? ..tp 15p-

discount... ...@4p would likely be 20-30% below net net & fcf + (which from experience but no rigorous testing is cheap as chips) ..so buying into this (?long) soft patch may pay off ..ps secondary rationale would be punting on strengthening euro and/or weakening £