Member Info for jollyspeculator

as with cns..and possibly here still more ..tech is tricky

before the great news, failed breakout, enormous sales (@370 and @365) ..maybe they weren't sales after all? ..if they were, the ii(s) who exited/ derisked may feel like muppets in 1-2 years time with sp double their panic-y exit? Then again £200k and £400k is a drop in the ocean for these titans..underperformaing titans lol

perhaps..but where from ?? ..sub 20p?

warning...lower rev is terrible ..cash lower than £5m and burning ..where is JMB??

tp? 150 in st?

mad bottom ..seems dead cheap here, mind: EV/EBIT perhaps c 6? ..may well regret de-risking

4 sure.. ..if it is adj ebitda = usd 3.1m(ie silly error in trading update lol) that is terrible performance in last half imv..if ebitda then not nearly as bad ..the 4m usd write of begs q about on going credit controls ...if jeff can fix it then £1++ seems plausible ..if not, there may be no floor

to count pension deficit (pd)1 for 1 in EV...in some senses cheap LT unsecured loan ..if u discounted pd by 30%, u get pd+net debt of c£70m...and an sp 30-35p might be intteresting

still reckon cheap, but ...but others don't share this POV atm..and there is always the chance of a proper JMB?

effectively..cos of pension deficit ...the servicing costs of deficit in eps calcs look v low and shd be considered v carefully ..perhaps an EV/EBIT of 7-8 wd be fair..maybe EV of c£120-140m assuming some of the cost costing works???? ..take off net debt (c£35m) and pension deficit (who knows now..£50-60m??)..altogether c£90m to add to mcap to generate EV ..gives mcap of £30-50m...or sub 30p sp ..will be watching for that opportunity ..dyor/ignore Jolly

is not working fast enough for me lol

a t/o? ..if u mean vtu will carry on acquiring small dealerships..well..anyone can foresee that lol ...vtu is fairly chunky buy, no? even for INCH..let alone PDG

last year ..always provide plenty of detail ..one thought: in trading update they used ebitda c3m..not adj ebitda..big difference..let's see if slip o pen

favourable FX...maybe..at last..SYM is close to bottoming ..and even rising phoenix like ..maybe even becoming a ramplet

so yr timing may be spot on

but outlook language a little lacklustre? ...wonder whether we will retest 120?

and no traffic here either

and no traffic here either

steady drift..as disillusioned hunt for quicker wins??

happy to wait for c14p to buy a few back ....15% neg flip wd b handy