Member Info for jollyspeculator

picking up

relief bounce

to lock in yr back flip ..I'm hanging on for sub 80p..but more in hope

pays 3putt? what say u? What are market expectations for interims????

no, jl79... ..great times ahead imv

took some sub 130...load up nearer £1 if market mad enough

not one of yr greatest..sub 3p for punt?

tempting

for telecable..fcf of euro36m/£30m justifies wot ev? £150m perhaps? further sp decline needed???

there are no market expectation for interims, so update may be pedantically correct lol

enjoy yr w/e

waiting 4 godot/14p

persuaded by my own fags

is here to stay..for years

ah the joy of ntbr

rely on this extract from last substantial set of numbers (interims) .." This adds up to £4M to annual turnover and in excess of £0.5M of operating profit to our core business. .." that is 8-10% of EV..as an addition..so 14-20% ebit yield at this sp looks possible/likely..which is tasty for stock with growth potential (even overseas growth) and experienced/aligned management ..dyor, all ..DONT RELY ON JOLLY..EVER

and their obsession with beta..good grief.....one of many reasons not to take them as a tribe that seriously (except they have plenty of other folks' money to play with lol) ..it is all about management, markets and multiples...simplesz ..but assessing management and market (competition, competitive position) is hard..v hard...too hard for most fund mangers imv.. ..hence the obsession with technical nonsense like betas (nonsense cos the standard model from whence beta sprung has been shown to be be flaky to put it mildly..read the great lamented Mandelbrot lol)

but bought back 4k free carry @30.39p as hedge ...the shares now trade in my sweet spot of 5-7* ebit (according to my fag packet calcs..don't rely on any poster esp Jolly) ..still the threat of Mark causing disruption, but he is a director with a 10%+ holding and the compensation wd only be perhaps c10% of mcap..again all guess work lol

haven't cottoned on yet

tuck.. ..need some volume to burst thru 70p imv