Member Info for jollyspeculator

u need to understand what drives value, mate

results ..riddler probably claim he bought back in lol

in next few years..so weak fcf just when going in sector may well get rough .....feels like at least one more new multi year low around corner given how unloved this subsector is becoming ...tnw is c£140m..so ??10-30% discount might entice value/bottom feeders?? ...

pros: growth potential, decent management (but not sure of that)?? cons: little/no tnw; weak fcf; highly rated ev/fcf..but perhaps the capex is justified by the growth? ..i am waiting to see if profits really do accelerate in interims

88 better than 1xx

a month last year..with how many months cash left?? ...placing?

did the article give the impression he understood the dynamics of the market..esp the potential for competition to seriously erode margin??

tnw is sub £1..and run rate ebit is poor ..if current metrics dominate limited trading volume, i expect £1 to be tested ..sub £1 would offer crackin LT investment imv

...tnw is c5p..so that would be v interesting base camp imv

cash has gone up a lot less than availability of facilities has fallen, no? ..and why did they not just report net debt if fcf positive ..you don't have to be that experienced at this game to wonder whether riddler's placing is heading down the track imv ..dyor, all/never rely on Jolly

wish they reported net debt..my suspicion comparing numbers in update with final results is that fcf is still significantly negative

simply a disaster

despite profit taking...can buy @936; sell a little over bid ...usd strengthening, wilson sp suggesting at some possible mojo (v limited vol tho lol); brazilian stockmarket bouyant (forward looking or what); s&p hasn't crashed..yet ..ho hum

over 19..on free carry. now. ..thought i'd welcome eyeguy with a subtle ramp: peg has history of spikes and beware the capital structure/diltion coming down the train tracks ..gla

is ebitda sensible way of valuing company with such high dev spend ..either fcf or ebit imv

here we tumble??

any update from wise share mag lol???????????

Situation in Ethiopia Pittards plc, the specialist producer of technically advanced leather and luxury leather goods for sale to retailers, manufacturers and distributors today announces that following heightened social unrest in Ethiopia the Ethiopian Prime Minister has declared a state of emergency for six months. In addition the Foreign and Commonwealth Office have advised against all but essential travel to various regions including East Shewa where our Ethiopian tannery is located although our glove factories are located in Addis Ababa which is not affected. At this time we do not envisage significant disruption to our production however we continue to monitor the situation closely and we have detailed contingency plans in place should the situation deteriorate. Our ongoing strategy of dual production in the UK and Ethiopia gives us a level of protection from any interruption in production.

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suggests background buying? bought back 3k..hold 15k ..cheap imv