Member Info for jollyspeculator

for foreign majority owned entity imv..are you on top of the rpts lol?? Or done any meaningful dd ...doubt many investors in opg have much experience of actually working in India...it aint pretty, and trust is exceedingly dangerous

has neg consequences imv

looking likely

.

the management team should be under intense shareholder scrutiny... ...perhaps a change would help??

looming??

asset markets were cruising for a crash imv.. ..whether brexit, yellen dithering, china conflagration, russian invasion, isis dirty bomb..the only medium direction is... ...DOWN ..dyor/thinking..don't rely on anyone esp Jolly

too true...and often it is better not to ask the question/referendum

v high ev/ebit..but why??

is persistent 100k seller..do they know something is afoot?

placement soon???

tnw better..and net net even better (but that is zero lol) ...i see this as delicate balance between a fcf play (poor at least short term as result of aggressive capex plans) v margin expansion (so far, jam tomorrow ..and tougher with brex-cession looming)

trend looks as tho may have already reversed ...this NZ deal looks o/s..v low ev/ebit, strategically rock solid.. ..if the deal is as it appears (no skeletons eg pilot market doomed etc), well done to the management team

bought back @71p ..aim to load up c65p if available

means twice as much lol

means stop trading??

cd test 30p..easily ...aggressive buying/expansion at what may well have been peak of the market..so likely "overpaid" in hindsight at least ..their margins are v thin, so a brex-cession will be challenging for vtu

sure...rewarding? less likely, with brex-cession looming

than brex-cession decline imv

on ropes, emr looking a lot less attractive