Member Info for jollyspeculator

lemmink

zoom...18p to flip a little, perhaps ..but I now have ZAM as core play with CDC back to help

indeed..sub 10p for JMB?? (I had had 12p in mind, but reckon there's plenty of time / scope for drift/disillusion)

and pdg, camb also struggling to make progress despite rel ok markets ..so implication is need margin of safety before loading up..44-45p perhaps??

with ballooning pension deficit, this trades on rel high EV/EBIT, no? ....EV c£150m..perhaps more with corporate bond yields compressed ..EBIT of £12-15m?? ..if they take £3m annual costs out without impacting rev, then it gets a little more interesting

?

modest buys keep comin

lurkin

may be behind us for all we know

itchy fingers lol

gift gets gift-ier? ..AIM throws up absurd pricing..guessing JMB is fun..but less so when u hold 12k shares lol

beginning?

and what are these 25K@22p trades..sells?? ..do we take much comfort from Lord Flight??????????????/

so c45% discount to ords ....div yield is not really enough on its own (c3%) to support this in the face of disillusioned stale holders understandably bailing ...300 in nice round number so perhaps there (over 50% discount and with slightly more interesting yield??)

sell? ..50% discount to ords wd be 340 atm ..but it is difficult to justify 50% as widest since no precedent..perhaps 55-60%+ ...really need the dewhurst family or company to buy/show confidence in A shares..and that just may not happen..at least anytime soon ..sigh

profits warning

potential here...might work effectively with internet, providing pop up experiential marketing support ..nagging concern is that brick/mortars retailers shd be brickin it, and will they force the shopping centres and railway stations to curtail pop ups??

sure..I don't exclude share options costs..so adj pe is higher than 11..13-14*, say ..growth potential appears credible..but don't know market, competitive position..or strength/weaknesses of management ..will watch ..tks, Matt, for thoughts

y so confident?

hampered by history, lack of imagination.. ...to flourish in OPOV democratic processes you need to stick to scripts/narratives..the ignorant masses are naturally limited and conservative ..if you propose helicopter money or massive infra spend on tick, you are branded by canny media as a dangerous leftie lunatic..they know how dim witted they readers are..and what sells