Member Info for jollyspeculator

in pretty unattractive place ....trusting bankers to clear up their mess is delusional imv ...if it comes to it, this time round plenty shd be nationalised for 1p or eq rather than bailed out on generous terms...with all bankers' retained interests reduced to little/nothing plus serious efforts at perhaps retrospective clawback ,,,time to get tough with the blighters

to pop

no one knows..but my guess is related to increasing concerns over global economy, banks, fiat currencies ...gold as the ultimate hedge against market meltdown

yep..4.85 for next tranche lol

neither...I look at breakdown of ebit into iron ore etc

like LB...LB was way out there ...but DB still in tight spot, no?

good q...may be poor decision...still hold a few

worrying times ..as a good friend and extremely successful investor point out to me earlier this week: you may find this Bear so uncomfortable, that though you clearly saw it it still nearly wipes you out ..the lack of insight and imagination by elites is staggering: central banks have been warned for decades not to focus exclusively on goods and services price levels (cpi etc)..to pay careful attention to asset values..and still they walk straight into this bind ...the collapse in the US Treasury market if it happens will be the worst economic event since 1931 (leaving aside the economic implications of WW2..which was much more a purely human tragedy)..imv ofc

good effort..I was sunbathing so missed opportunity lol

hold 50k at higher average..still losing here

results pretty much as expected? ...div policy looks a little generous...but at least a little flexibility now ...may buy back on dip down toward 16

all good?

significant execution risk...but if they manage to achieve £500k ebitda then pretty cheap ..look to add sub 1p if no awful news

for craic/volatility play ..still looking for sub £5 for significant play, mind

the insiders (not legally but colloquially...and in line with yr metaphor) are digging new holes and (part) bailing out it seems...but who ever knows in this murky world? ...@30p it would be worth the risk of subsidence??

seems a little pricey even with £ weakening v euro ...EV/EBIT over 10..and pe close to 15..and tough economic conditions in prospect

just to get close again to free carry...a few £100 away..and 160k left in play

in play imv ...given weakening markets, targeting JMB c 30-35p atm

good post... ...I wouldn't be surprised by continuing soft patch, mitigated by £ weakening against euro and usd

for next bounce imv