Member Info for jollyspeculator

don't wipe us out..our germs managed to kill plenty in the Americas...

to silly 20%...guess MMs/DMA players want to travel light; sell most of their shares before heading higher?? ...seems a little odd if the likely direction is up, but whatever..they are not investors just manage a book

tp 2p++

given earning s in 0.4-0.5p range imv

i get yr point.. ...way too many on these lse boards claim mucho hindsight wins..BUT we know that in aggregate this is unlikely to be true (risky tiddlers as a group have performed terribly)..also it is observed human nature for claims to be made when you know you cannot be found out ..conclusion: some/most are probably fibbing..in that dreary lads down the boozer way..or (worse) they are fibbing to pretend to have a great trackrecord and fool others in p&ds ..so if you don't see posts at time of trades esp sells, it is wiser just not believe claims of wins (or track record)..simplesz ..ofc rollthedice may not be fibbing, or his posts were deleted or whatever..the particulars are not interesting; it's the general rule that's key to make sense of the blizzard of claims on these BBs..imv

agree with sentiments about market position ..sort of agree about numbers....but lpa has been one of those growth stories where (out of character) i have not been fussed about current metrics; esp cos of high op leverage ..It's all about the increasingly bright future imv

BUT v v risky ..as the posters who arrived recently have pointed out, the assets are likely vastly more valuable than the mcap (assuming the nearly built port is there and properly owned by spl etc etc..the sort of dd that i would love to be able to see) ..i have also had some dealings with nikhil gandhi a long time ago so that gives me a little reassurance ..so, yes, tempted to jump back here..but it would not be one to recommend to a friend lol..just in case it crashes again (always 100% to lose lol)

Bass metal will be tempted to buy stgr? 3-3.5p in cash/shares might do it...aud8m ish/?aud6-7m net...it would extinguish greater obligation for tranches 2&3, no?

which is excellent effort ..see steady-ish climb towards 200 now ..will sell more carry when we are nearly there

real spread pretty tight, bass transaction completed, upside potential clear ...so bought back in @1.6x ..tp 2p++

delicious

sub 4p... ...not that much selling sub 3.75p

more often on profitable plays.. ... there is plenty in this narrative to chew on, so i munched

we shd have been alert c4p in june lol

riddler...decent play imv

recommended.. ..the metrics look a little expensive..but it is high quality prospect imv

makes some sense ..all fairly understandable..so far

@10p.. ...the potential here is clear

130 ...tempted to reverse flip in the 120s..be warned lol

every little helps