Member Info for jollyspeculator

now now longer on free carry..painful to accept mistake of flipping out so many c20p..but the future does look bright with good management, weakening £ (so stronger competitive position) and low EV/EBIT (perhaps run rate as low as 5!) ..dyor..don't rely on Jolly

lol

worth a read, lads ...not too long

shocked... ..hope u can interpret figures better than posts ...if yr back o envelope calcs without reference to costs constitute research, u will need luck..plenty

bounce comin'???

? as per usual silence..trumpet buying; quiet/quick selling? ..doesn't make for trackrecord..not by long chalk ..amounts only to observed/bleedin obvious volatility... and so lucky monkey-ville/survivor bias

to value this imv...tnw/net net is better base given terrible uncertainty surrounding business

u r right..it is a weakness

problem is shocking inventory management

@67.75...no great conviction, but weakening £, growing valuation gap with ibst

and esp roll over of culs ..may be a worth punt c6p (one of their exercise prices??)

nope..bounce to 10p looks unlikely imv ..and buy @6.5p is not "for sure" ...sub 5p/close to net net may be interesting

@27p ish he claimed to have done loads of research & tried to ramp this sp up on back of his claimed midas touch..and was mighty offended when challenged ..mindless ramping is at least obvious ..claiming a trackrecord will usually get me to challenge the poster

?

i have traded this successfully ..and hold 15k shares at almost nil cost..would derisk more @c60p..and be tempted to buy back even a little over 40p now

ol fruit..from my occasional glances at yr twitter feed and stumbling over yr posts i sense u r strugglin atm..rgm, mka, eua, aero, flx etc etc..i get yr pain/irritation ..cssg is not working for me ..and hasn't for 6-9 months, ironically when we both bullish here lol - (though my 12k is free carry so has been fine for me over the last couple of years)..i am happy to wait and buy more (much more) is the sp remains a bargain rel to medium term prospects ..like everyone in this game, i have plenty of failures incl most muppet-like gbo, but also gdp..and plenty of miners like ami..and cont to make many many wrong calls (7dig, sepu, ime etc etc).. ...but unlike (i suspect) most on these BBs I have reasonable list of medium/long term wins based on more or less original research and a decent understanding / professional experience of what drives shareholder value creation:incl aiea, mbh, emr, cgs, mwe, opm, redt, rgs, rbn, tstl, ntbr, dwht, lpa, ntg, sag, ton., tfw. ...ofc i get my calls on/flips around my core holdings wrong sometimes (aiea surprised me recently; ntbr constantly surprises/frustrates; i sold out of tstl for only 3* and haven't seen value enough to buy back etc etc) ..camkite posted recently that these tiffs are a waste of everyone's time/energy..and he is a wise cornish cove who is doing v well atm

ev/ebit c11-12, no? ..and substantial premium to tangible book ..better value elsewhere imv

and hawk still minting it with 12% and senior position in capital structure ..need to see fcf approaching £2m/year imv before this ev justified imv

jolly encouraging ..ev/ebit way to low imv

u sure r on a roll ..enjoy a prosperous w/e