Member Info for jollyspeculator

no comment

in these mkts?

encouraging...was beginning to doubt that the chinese playing field was fair (implicit support), so nice to see top end of cash curve behaving rationally

in weak mkt

of rio and blt (broker upgrade?) in weak mkt..so rebought 50 early (@c16.55)

would be low teens...but I'll be buying back before that ..redt is just outside my core holdings (still hold 38k free carry...down from 150k when sub 10p) ...hny, btw

debt as well...so not much net cash... ...valuation multiples of fcf or ebit obviously depends what growth you reckon is sustainable...and what discount you need for foreign majority owned tiddler ...hny, btw

yesterday and today in rel firm markets doesn't inspire confidence that this is trend reversal ....many are focused (as are a few on this BB) on iron ore supply...and closure higher up the flatish part of the cost curve ...jaffas, they are pretty cheap now...no idea how much further they may fall

a little...but taking its time lol

go back 9 years lol

7k @22.55..hold 23k ...trading at c8-10* annualised 3q ebit,,,seems fairly valued

only hold 30k free carry, but it all adds up

roughly 3* Jolly sensible proper one

well done

maybe v exciting bottom imv

has put a floor here...how strong, who knows?

nice trading range 40-60p

perfect storm

500@409.. ..will look to double 7.5k share stake from here

here and rio... ....still plenty of downside potential before trend reversal imv