Member Info for jollyspeculator

well done..party over, now?

small holding...looking to bulk up lol ...are you well?

is the key here imv...pushed to non exec (chair) as compromise first step?

?? ..so if flops, what next???

boom???

attractive v downside risk..asymmetric imv

triggered perhaps ...seems cheap enough @60p...but not rushing to average down lol

might be interested in CAMB?? ..they have £120m from parts to deploy pdq ..just late night pondering ..any thoughts? stalin?

i agree with bonker

"Have been signalled by slow but persistent SP fall over past several months. What's the point in growing revenues if your losses are accelerating even faster?!" (dibs earlier this week elsewhere lol) ..wot's point in growing rev indeed..and over there at a v v healthy lick ...consistence of pov, my ol mucker??

still no (clear) evidence of fcf positive performance tho.. ...let's see

The Polish ops perhaps worth the full mcap atm lol..given profitability a few years back in strengthening zloty (v £) and weakening of zloty to euro which boasts competitive advantage ..perhaps ..BUT current metrics unlikely to be attractive given investment in staff etc in Poland and slow rev performance in UK

understandable, no? But on AIM, who knows??

but seems cheap here (even rel to/bearing in mind brex-cession risks) ...profits warnings always possible ofc, so keeping plenty of powder dry

may be great now with £ set for relief rally and s&p set for much anticipated decline or crash ..if fed lift rates expect mayhem (imv..NOT FINANCIAL ADVICE>>> see an expert blah blah blah)

into v high quality ...cos you must either be v good actors or you are industry veterans..and I am guessing the latter ..i reckon you know what you are posting about..which puts you in a vanishingly small league on these BBs ..many thanks; my v limited appreciation of car distribution is much improved by yr contributions ..on balance: the businesses are likely to have high operational gearing (esp thru stalin's 2nd/3rd round effects: lower new sales thru any channel reducing nearly new reducing after sales)..and i wonder about industry players' flexbility to manage costs/margins in face of those headwinds..the large capacity increases are reducing current fcf and setting up a perfect storm of overinvestment in a soon to become challenging market place

should lower multiples (was wot last post was meant to mean lol)

i had expect £ weakening to strength brick pricing..so this update is puzzli/worryin' ..why are imports not being squeezed out of uk brick market?? ..is ibst's capacity increase too much for soft uk brick market? ..so market prices sharply higher (in better focus) and therefore multiples (that were a tad high in any case) need to reflect risks

wher might bottom be? ..5-7 ebit would give 5-7* £4-5m....say c25-30m ..mcap c£30m..or sp of 35-40p ..so the downside is clear and present danger/opportunity ..waiting for sub 40p

despite warning ..tempting to top up here