Member Info for jollyspeculator

?

Jolly helpful... ..tend to agree with Stalin; appreciate his experience ..42 may not be The Answer after all

keep coming

even before wc deterioration ..spend on intangibles to blame ..dyor,all

yet another retest of 5-5.5 lows

simplesz

on ev/ebit .decent, experienced aligned management ..growth potential esp intl ..sure risks (brex-cession incl) ..dyor

doesn't look great

had hoped for 33.xx top up

already..0.99p printed ..but why stop here??

seeps back..ev/ebit @ 4-5 aint enough ...brex-cession fears (tpk today) ..insider types selling? ..ignorance/boredom ...whatever ..ntbr trapped in groundhog rut

he's disappeared..well done, admin

will hardly be sparkling..and they have been saying things are going to get better for a while lol

sp being fairly understandable imv..trading 42-55p ..downside risk clear: volatility in earnings and sentiment ..upside huge (in the 1990s this would be way higher..perhaps as high as £1 imv..earnings acceleration/inflection plus high op leverage would have got investors salivating and prepared to pay heady pe multiples..at least 15) ..but trd languishes on lowly historic multiples: sub 10 adj pe..or ev/ebit c6-7 ..trade-able tho lol

on ev/historic fcf... ..strip out 2p div, and you are paying 27p for c14p of cash (future div) plus 3-4p per year of fcf ..do the math/dyor etc etc: how many years until you investment is paid back? @4-5p div, 5-7 years..that's not available elsewhere except in v v v peculiar special sits ..BUT outlook is cautious esp for coming few months.. ofc

if brex-cession avoided

wont be pretty..but fcf may be fairly perky..esp fcf before wc movements

ebb, wimper

cluster of trades c118 may be signalling bottom.. ..but it would take much ..nerves or rumour..or rns...to sink this down below 100 imv ..so i'll wait for now..and hope for sub 100 feast (careful wot i wish 4)

trades.. ..noise? or something brewing?