Member Info for jollyspeculator

delusion

to 150-160 range??

fast

every little helps..and retest of 50p wd make sense (may not happen mind)

yesterday..18% in a day does me.. comp with sepu suspect imv: sepu was highly geared and @9.5p was pricing disaster (v low ev/rev)..so parallels are not that compelling .. (and anyway sepu bounce fading 50% below where crash started so st upside here - even you accept comp - fairly modest: mid 70s? it was c90p before rev warning) ..just my thoughts..anything can happen ofc ..oh..btw..as posted earlier..30-40p wd offer deep(er) - more substantial - value... and a handy margin of safety for high execution risk imv

cns say delays ...I have been around the block so many times, that the statement is a little stale ...they don't know what clients' intentions really are until the contract actually gets done..and they are unlikely to issue an rns saying their offering is unattractive/competition is so severe and the game is up lol ..we will know in 2020 whether this is blip/noise or signal

stake??? endless 25k buys ...I am concerned about inventory overhang ..but if i had the cojones to risk buying a 20% + stake here..perhaps I cd influence management (it is hardly rocket science: manage inventory..perhaps lay folk off for a while, whatever it takes)

perhaps..main argument for buying here is st play imv riding mojo created by twitter crowd (already up 15% for them)..we all have to judge when to derisk as mojo fades ..the revenue warning was terrible/shocking, and whether the bounce from "oversold" @50-55p is sustainable is (i) anyone's guess (ii) dependent on management pepping up sales efforts pdq and that in a challenging competitive market as evidenced by cns' recent profits warning ..tough choices/decisions..gla

and looking in more detail at 1h figures there is little cheer, and much rests on execution in 2h ..may come good but pretty risky imv

sometimes wishes come true ..44/5p???

nowhere

carry ..wd like c60p to reload

on twitter than here ...plenty of potential

not under control ..meeting their expectations..what are those??

buy or sell (choice price) for some time today ..interesting to see which way this breaks ..ebitda breakeven in 4q wd makes punt somewhere around here Jolly tempting

if those big trades were buys, it looks promising ..ebit of £25-30m this year ?(anyone seen update broker est??)..but i feel fairly confident 2h is likely stronger than 1h (pronounced seasonality makes good sense for this business since 1q/winter subdued surely) ..that puts ev/ebit close to cheap 5-7range..perhaps even within it ..dyor, all

and sold plenty

50-50..but odds improved if crowd pile in lol

potential..perhaps not rel to current/next financials??

history v disappointing, market challenging, product unattractive, management weak??? ..or is the letting go of discoverers/developers of lead product?? ..at this sp, there is plenty of scope for bounce..and focusing on commercialising what they have rather than r&d spend makes sense..to me at least