Member Info for jollyspeculator

or the ease and excellence of the Maximinimalist...pursing happiness (or power, property and other Earthly treasures) ensures near continuous dis-satisfaction ...reflecting on the perfection and abundant joy of the here and now is the Path ..amen

this is one of my bugbears..excluding non cash remuneration...but I have not looked at it in any depth, and may have missed the point ...unlike with the share on whose bb you posed the q, it's not (in this case) "the fcf, stupid"...it's the proper ebit.. ... given its rating & this presentation of earnings, I would not touch this with the proverbial...but since I haven't the foggiest about management or market or competitive position, my opinion is near useless ...dyor & gl, all

over dark in Death ...but most of the huddled masses through history (and almost certainly before...at least after the discovery of iron weaponry) have endured the dark forces controlling their existence in the here and now

yes..even I concede that airplanes are likely to be major driver of demand growth...but in the mix they cannot do it alone..and if cars/buses migrate away from oil then the aggregate demand picture looks weak ...on the supply side, the massive reserves under saudi deserts still mean thatI'd be amazed if the true (non political) marginal cash operating costs were not a lot lower than current prices ...gl

thru..we seem stuck in tight range 375-400 ...perhaps until results in Dec??

is net book value, the uk way of saying net worth ...so tbv is tangible book value equivalent to tnw

lol

looking stretched on asset value and EBIT ...plus that 200k director sell ...made plenty of k here but now out ...dyor, all

not quite a boom...but plenty of upside/headroom here imv ...the comparators are v v exciting ...dyor, all

to buy a few more k...but that decent buy this morning may scupper my plan ...discount to ords in tempting (but not historic) 30-35% range ..35-40% gets v exciting; 40%+ "forces" all in (imv) ...other ways of looking at this: ..(1) NBV (ex intangibles)/TBV//TNW is c£2 per ord+A, so sub £3 is perfectly "reasonable" esp if profits fall on weakness in UK Public Sector spend... ...(2) Normalised EBIT is probably somewhere in £4-6m range...so EV of £25-35m is cheap, but not impossibly so ..I am here for the super long term, so not that fussed about sp...except when v low (which it isn't quite yet) when loading up is tempting ...or high to sell down (from which happy space we are miles away)

or perhaps that should be 42 (HHGttG)

quite right...a straw poster...purely hypothetical

risky MO...if you bought at wrong time on either qpp or tung ....here it isn't straightforward shorting driving the sp imv...much more central is trader games ...but each to their own and their own PoV ..all the fun of the fair

just as easily dip back sub 10p ...this share is only for the seriously patient imv

his comments make me see red lol... ...the real pity is that I suspect (based on lse traffic) that plenty buy (with high implicit leverage) into his phoney garbage...they want easy certainty (and that way the only certainty is loss..in the long run..imv) ...without paying a Jolly decent amount of attention to rns (incl doing the hard yards analysis), you are not going to win at this game because you are trading against enough folk like me who at least have some clue what value there is

.

still in? I have this down as testing £1 in current cronic downturn for O&G sector

so let's see where this hits.... ....the rocks???

is impressive.. ...but having traded insights: are you really so confident that the industry is desperate for CAP's patents?? How can you possibly know?

tiddlers imv ...dyor, all...but EV/EBIT of 5-7 available elsewhere