Member Info for jollyspeculator

Why not yet another placement?

Tp may be higher than 3p...but not by much

Wyld just isn't important enough for tern

Of a summer spike

tp 3p

Summer spikes are sensational

tp 3p

Except sp continues to decline, even with modest buying

a large sell being filled?

I guess I may get a chance to buy sub £8

Ye, 30-35p would give this a p/e of c10

the market's weak and getting weaker...nothing's immune

Free money helps "emerging" markets

sharply higher US yield curve is a disaster

Looks decent value

The pain of holding/averaging down

the joy of trading the spikes

'tis all a game

tp 7p for yet another play

So much hope and kant

the joy here has only come from spotting the spikes

tp 60p for yet another

And that's the game

Bought back another 3k@329

1H23 results should be decent

Trading on weirdly low prospective EV/EBIT (commentary for 23 and 24 positive); strong B/S; experienced management in sector that could do with some consolidation (margin improvement)

dyor, all

Strong strong buy

bought more

hold 3k...aiming for c 10k

Or get out on a spike

tp 7p for next one

dyor, all

Emerging is optimist spin

I worked in emerging markets my whole pro career...you?

Tbf, the whole subsector is trading at pretty low EV/rev multiples

I'm impressed with Jens' grip...interesting to see where next for management development (or is Jens just lining up a sale next year on the back of decent revenue growth? in which case, no senior management team to speak of is unnecessary/ would actually help lol)

The valuations of all the investments of these listed pe groups is based on what?

last funding rounds?

but the market (esp exit market) has cratered/evaporated...so this looks like mark to make believe

burning £3-4m a year on salaries etc with funding rounds (probably down rounds) waiting for an exit market to re-emerge...bloody uncomfortable

Bought back 2,5k @340

35-37p "base"?

Lol

until evidence that Bangladesh is back on track, there's way too much risk here imv

I'm confident that no one commenting knows as much about assessing emerging market risks as I do, and I know enough to know how little any of us know