Member Info for jollyspeculator

here we come

at 15% flip...insufficient idea about actual facts here ...gbo (and many of the chinese horrors) shows: you can take nothing at face value...in the absence of rigorous on the ground and continual DD, nihilism begins to rule...so margins of safety are now as high as they ever have been in the smaller more exotic end of AIM ...at the minimum, AIM needs to hold all director shares in escrow...but really they need a substantial warranty against hard assets ...otherwise rational investors may conclude the bargepole is the only sensible option

greater than all liabilities ...net net net is where current assets haircut to reflect discount for realisations exceed all liabilities

difficult for outsiders to know...but pretty tough all round for nbi...as riddler says, plenty to concern PIs ...gl

according to HD page, he must have stopped out ..whatever

oh well...some u win

it was qpp ..doh ...I googled ft/mccrum/gbo...found nothing....noticed IC's cont buy recommendation

Has McCrum/FT covered GBO before?...I have faint recollection they have...anyone remember details?

that's some play lol

effect cos people listen to him...and they listen to him cos his core message is powerful: management is weak or worse in many cases...way too many listed companies where management is largely unaccountable...wd be much better if most were not listed and their management was accountable to private owners ...gbo is different cos kostis is decent (i hope) and aligned

on circs for back testing to help ...backtesting net nets wd be more helpful (this is also a net net...but we know the cash is all going to build a port...or at least I hope it is)

not his...un named Gringo ....TomW enjoys the games I guess

million?

augurs poorly

toddler was right lol

reflected yet in sp imv... usually holders are reluctant to sell early enough...hanging on grimly in hope ...look at nbi to see just how painful being in the wrong sector at the wrong time can be

massive discount to tnw reflecting concern about whether port will be functional within "budget"...clearly been some time slippage lol ...if port brought into profitability without further dilution, then decent chance this will bounce hard

is that yr style, Blue? ...well done on profit...I am still underwater on my rash 2.5k purchase @28p

are frequent

do you follow MOBL? (Or any of the other NASDAQ listed/quoted competitors) ...MOBL's sp has been in freefall..and it seems ex growth...cashburning...struggling for profitable traction in tough competitive market (but difficulties a little masked by still having US$50-100m to burn)