Member Info for jollyspeculator

good post..at least he's out now ...but poor ol vlx...still not turned the corner imv

until1690

...but relief likely shortlived

we disagree at the most fundamental of levels wrt investing/trading...it is always a delicate balance ...you are in the majority: conviction, certainty..you are fooling/deluding yourself dangerously..101 error imv ..but gl

doubt

collection from indonesian telecoms companies ...the language in the interims wrt collection was underwhelming imv

remember to turn the lights off when you leave

deeper and down ...why not sub 10p lol ..the receivables are an enormous headache, and I was being Jolly optimistic here yesterday

never be sure of anything when it comes to this game ...the lack of serious retracing since 25p has been noticeable; perhaps c50p will be where some serious derisking cuts in? ... Only the bond pollutes the ointment (and the lack of rebuying by the cfo...but that's a wrankle)

selling

but need to smash thru 30p ....on ev/ebit this is as cheap as anything.. lol ..and perhaps their transition of the model away from indo teleco makes them increasingly less vulnerable to slow payment?

tks for the insight..how are they at ennismore?..bit sweaty betty?

ah...cos the build in receivables was larger than reflected higher in the fcf! ..still they generated fcf ...which is a relief

from earlier derisk...may be good bounce from here ...the rns was a curate's egg: good seeming cashflow, but then a whacking great exchange loss at the end of the cahflow that seems strange to a non accountant...i understand a whacking great loss on receivables due to weak se asian currencies, but why fcf??

yes in the medium term..overbought atm, so I expect retrace to 37/8p area, perhaps below if ennismore want more lt pain

the US$225m is dazzling but needs to be highly discounted for risk ...and then there is the pipeline..how good is it?

reverse entropy

yes..just marking time; spending dosh ...and when will there be any +news? ...2017 is mentioned lol...yawn

loss making/indebted, having to defer payment on TNZ, still at premium to tnw ...dyor, all ...will they get through without a fund raise?

I think BUY...good results; nice fcf and to see cash more secure ...bond bothers me, but not enough ..may go stale again, but why fight this encouraging trend esp with Ennismore sweating ..if Ennismore capitulates and/or large funds stock up, this sp could rocket