Member Info for jollyspeculator

Could easily be persuaded to double up if price action works out

Barely a better name in town...

Yes, this was my business/professional life lol

the ability to showcase success (real, hard cash exit success) is everything in developing a £10bn++ asset management business

At this stage of the cycle

esp to show new LPs/fund investors that Merc has plenty of firepower for co-investments

The ability to achieve a seriously decent exit for a major investment in a v challenging market does pretty much everything

tp 50p++

..

ps not advice ofc

Sold 1.5k@395

hold c14.5k

Old c16k

Looks like cork popping...bought 30k more

tp £1 for now

Where's the evidence of fcf++?

with a large shareholder notifying he's sold down a chunk, there may be trouble ahead for the sp

tp 20p

What was our deal?

sold 2k @360

hold c16k

The problem with this war risk is that the extent/effect is hugely uncertain

it's not the war risk to which NATO is exposed in UKR/RUS war...negligible (and only really the tiny tail of nuke catastrophe risk)

The Arab States may feel obliged to invade again; Iran may unleash its proxies...who knows

Another broker who doesn't even mention war risk??????

And FRR up more than 10%

===> this looks too attractive (so bought 20k)

@347.x

Remarkable effort by Shore

did they mention a war? or the call up? or the possibility of wider conflict?

Times are hard for tiddlers/small caps

There are extraordinary bargains around (EV/EBIT below 3 ffs in some cases)...so MBH is cheap, but not wildly so

I'm looking for somewhere around 70p to start rebuilding a monster stake here (>100k)

Hope dies last

any evidence that any "USA PLC" remotely interested???

I wouldn't be remotely surprised by sub 5p

All depends on how long reality denied imv

Surviving on fumes

even Dibs has seen the light

new management team; then emergency funding??