Member Info for jollyspeculator

bites the proverbial

@breakeven

explains it lol

16-17 may hold for a while...if ftse doesn't crash back down thru 5600 (which I expect it will later this year) ...bear knuckle ride lol

but need the really big trades to get this motoring... ...so far there have been too many large sells..guess as iis de-risk in face of weak fcf/sp

yes...we shd be learning from others mistakes, not our own lol ...the recent placement makes the EV here c£40-45m (say RM250)...which is still reassuringly expensive (one of the key red flags with the other one was that it was just too cheap) ....if this is only a question of valuing growth, I am tempted here ...if folks can reassure that this is straight up...not like gbo, jqw etc etc

and ftse relief seems to be stuttering ....it cd be a long dispiriting 2016-18/9 for bulls ....perhaps a bit like early 1920s when after long tail to late 19thC bull markets, valuations took ages to drop to cheap... ...whatever... ...wise to keep plenty of cash unless inflation cuts in ..all bearish opinion only

...disappointing that AMP didn't cash in a little on motif rise?

remember the other software company we were both interested in...weak fcf...foreign,,,AIM 100... ...didn't end well (hollow lol) ....anyone done substantial dd here? Talked to clients? Used GIANT? Met management? What is ceo's trackrecord?

will it smash thru 70p this time??

differentiate from competitors? It seems horribly exposed to continual margin pressure against v powerful clients

a dabble c16.20 ...relief bounce towards 20 as ftse enjoys bear market rally?

dicey for sure ...nice relief bounces, mind

these persistent rel large sells plus choppy mkts puts me off adding ...hny, btw

most importantly: decent management and aligned interests...and decency is first about not fraudulent, then track record of success.. ...spike has alleviated my concerns about management here...but not fully ...there are plenty of other plausible looking foreign tiddlers trading on tasty multiples, so I am trying to build a modest pf and hope that not too many are wipe out/frauds (hollow lol)

depends on general market...if stays choppy/weak, then high teens?

plenty of positive newsflow in prospect: rollout of existing contracts, new tier 1 wins etc .....and if now fcf positive, then stage set for decent bounce

let's see...ain't looking great, but who knows?

?????

@27p