Member Info for jollyspeculator

@54.5p..premium to tnw still uncomfortably high...but pe below 10..effectively buying back part of free carry sold @70-80p ..will look to add if premium comes down to 30-40%...sp c45p...and load up c40p

disagrees.... ....when to add?

perhaps retrace/pause for breathe in range 380-400...somewhere here...not too greedy ...still reckon 450 decent tp

u need to get out more..do some 101 valuation

prospects..with ebita of over £1 post acquisition, I am jolly comfortable up to c60p/ev of 8-9* ...if steady growth visible to investors, my tp rises...80p and up to £1

insurance

in weakening markets..the pe here sure is tasty

v helpful...mojo in sp lost as well

fades...and so does redt's sp ...likel back to high teens imv...unless some v positive rns intervenes

the future is increasingly competitive...what is opm's usp? what are the barriers to new larger entrants?

this sell off...ex d tomorrow..so where to re-enter? 16.8?

as much more fundamental...receivables..or worse ..gl

d*mn

cheap as chips (EV/EBIT in 4-5 range, dyor..with strong order book and benefit of deferred profits from summer to boot)...just those persistent seller(s)...pither??

burn...hat's quite a smash up ...and with markets toppy, a delayed sale likely in works..where's jmb here?? 45p ish perhaps??

irrational exuberance building

irrational exuberance

yr fantasy call here good

i took a small position c1.80..but no conviction

spikeyj, you used to like moni..what do you reckon now?