Member Info for jollyspeculator

morons haven't lost their money on uk listed miners lol

for possible punt...even then unconvinced given perfect storm hitting uk listed miners ...the costs and debt burden here are forbidding imv

indeed...i also wonder at the eps differential with its peers...perhaps blt's diversified pf better? But not enough to justify differential imv

In summary, the integration of the Leatherhead business is progressing satisfactorily and the acquisition of Great Burgh is a major step in that process. From the positive reaction of the Group's customers, the Board considers that there are potentially attractive medium term synergies to be derived from the acquisition of Leatherhead, but these will not be realised until the relocation has been completed. In parallel, the Board maintains its prudent approach to the operational management of the businesses within the Group.

looks possible (cheap on NAV there, mind)

yep...happens often ....don't see 21 holding, but bounce off 19/20? ...perhaps short, swift and unreliable ...almost perfect storm for uk listed miners (fed, china, brl devaluation) ...vale's sharply lowered cash costs of iron ore production are strategic challenge to rio imv

may agree but wasn't keen to hang on @45p ....I don't like those in the know (not strictly insiders but much closer to the action) like Pither selling into rise ...and then meaty sells and lacklustre buying creeps me out pre interims ...still have modest 10k free carry which I would probably scale down in any bounce off 40p (without great rns that is)

not at all positive ...reckon normalised ebit a lot lower than the pre exceptional performance of last year...but what is it? £1.5-2m perhaps?..on 5-6 times, that's £7.5m-12m or 15-50p depending on their debt burden ...depressing really...I had thought they had turned the corner operationally

EV of £10m (sp in 30s somewhere, probably high 30s) would be low...bear trap perhaps ...or value trap ...struggle to see this as another scam...but you never know nowadays

selling assets/cutting capex to cont to pay divs may work for a fair while yet ....what happens if brent bumps down to 30 and below??

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seem high ...and pog trajectory dire...reinforced by imminent fed lift off

For the attention of the Boards of all AIM companies until the times of the Word is My Bond return... "Pls invite and welcome a regular random forensic audit of all yr businesses and ensure all the directors escrow their shares... ..I am sure there is nothing to hide/concern us, so why not? ..nothing personal, but with gbo and the chinese horrors we cannot be too careful nowadays

For the attention of the Boards of all AIM companies until the times of the Word is My Bond return... "Pls invite and welcome a regular random forensic audit of all yr businesses and ensure all the directors escrow their shares... ..I am sure there is nothing to hide/concern us, so why not? ..nothing personal, but with gbo and the chinese horrors we cannot be too careful nowadays

For the attention of the Boards of all AIM companies until the times of the Word is My Bond return... "Pls invite and welcome a regular random forensic audit of all yr businesses and ensure all the directors escrow their shares... ..I am sure there is nothing to hide/concern us, so why not? ..nothing personal, but with gbo and the chinese horrors we cannot be too careful nowadays

For the attention of the Boards of all AIM companies until the times of the Word is My Bond return... "Pls invite and welcome a regular random forensic audit of all yr businesses and ensure all the directors escrow their shares... ..I am sure there is nothing to hide/concern us, so why not? ..nothing personal, but with gbo and the chinese horrors we cannot be too careful nowadays

For the attention of the Boards of all AIM companies until the times of the Word is My Bond return... "Pls invite and welcome a regular random forensic audit of all yr businesses and ensure all the directors escrow their shares... ..I am sure there is nothing to hide/concern us, so why not? ..nothing personal, but with gbo and the chinese horrors we cannot be too careful nowadays

so strong sell seems unreasonable...still looking for 70p, mind

visibility on overall fcf/cash profitability ...and pog in serious trouble with fed lift off imv

have you done the calcs???...significant royalties seem unlikely in short/medium term...dyor