Member Info for jollyspeculator

read through the last 10-20 rns.. some significant iis selling down...standard spring to mind

ready to eat?

with goodness, I hope ...the big players are trading positions, and there seems no interest from dumb money like us ...feeling a little more confident that a surge is close

the ebit yield is good but not the best around.... ...it is exposed to some nasty downside if the eurozone (essentially Germany) goes T*ts up, but I am happy running that risk for the ok but not sensational yield ...and happier still to buy more as long as the sp doesn't surge (or plunge cos of terrible news) ...steady as she goes (fingers crossed)

has hardly helped ...it is visibility on these acquisitions (and how solid is their debt servicing capabilities) that may help change the trend ...imv

a one on one inquisition woud be useful..but that's not on offer ...they shd be able to persuade me with clear good clean fcf ..until then, it's an avoid imv .. ta though

? ...are you sure that the junk bond is such a grand plan??

not a flicker of hesitation...and a wasted opportunity to clarify 28th July wording imv ..they seem supremely confident ...I'm not

entrepreneurs have their strengths...and weaknesses...in my long and varied experience ...but good on him if he sees the light and smells the coffee

recently??

maybe.maybe not....as ever, those receivables are a v tricky issue...so I'd expect a lot to rest on cash position and commentary re receivables

2

but decent chance of bottoming in mid/high teens imv

being req on dummy buys...but no buying lol

upenn seemed to base his assessment on ebitda...which is only just less flawed than revenue multiples

yep..but until the bond is scrapped, the sp is terribly vulnerable imv...the institutions that have been reducing their holding are not betting on kostis it seems...and why shd they? unlikely to have much to do with shorters at all ...jmb could be way madder than the bulls might possibly imagine (and ash et al have called this hopelessly poorly..not just the crash in sp but their continued wittering about shorters and manipulation...not that i expect their recognition/apologies)

and you are right that the fed is propping up the market ...it may get addictive...just carry on...why not? ...well the Treasury market looks the weak link in the complacent chain ...let's see

Rhaegar lol...plenty cheap enough to play the waves?

lol....day before

I hold a whole raft of boring AIMster (you can tell a fair few from my pie charts); many fairly unusual perhaps eccentric (DWHA for instance)...looking for decent management, ok markets and competitive position and compelling metrics (classic value investor approach...looking for the overlooked) ..I have traded rio for a while and been lucky...made several times money on only average c 100 shares...actually bought 250 again at 22.x a few days back and sold half yesterday @ 24.2 ...would love sub 20 (and serious market correction), but happy to flit in/out here while we wait for Fed lift off and/or Treasuries Tanking perhaps on Fed's tarnished reputation (if it fails to raise rates this year)