Member Info for jollyspeculator

form?

fair value is extraordinarily difficult here: israeli discount (incl for minority position) plus absence of comparators...plus potential for inflection in profitability with recent acquisition ...I'd sell a few in 15-18p range, but that may seem v cheap if execution is good and if MTI Computers can dilute its controlling stake

about YA (and others?) potentially selling for v long time into illiquid/sluggish "market"...and agree that israeli element hardly helps ...I guess that your use of p/e has not accounted for the sizable cash/cash eq, so on that we disagree BUT if you look at MWE (another israeli based company) you can readily see a comparator/tiddler that has traded at huge discounts to its v strong balance sheet for years and years ...so can I see SIM below c12p (net net)..well it would be bizarre but why not? given the obvious dynamic of limited buying and persistent heavy selling that feeds on itself ...AIM offers all the fun of the fair lol

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that is fact... ...where is it? Ah...now that would be telling lol

Just contribute...MaxiMinimalist: Ease & Excellence

that's a decent sized holding in yr pf?

something more sensible...14p?

that daft leader....even worse than the Witch imv: cemented an anti public spirited cacophony of petty egotism; worldly success at the expense of honourable contribution ...before him, it was clear that the Tories were small minded, but the left of center stood for something altogether more progressive and hopeful ..now we may have choice of Corbyn or Boris in 2020 ...bring back Wilson and SuperMac

yep...you were the "original" poster here back in the dog days...& still v quiet here despite all the good rns ...the EV hasn't increased a great deal cos the fall in debt almost offsets the increase in sp/mcap ...altogether bizarre that this isn't rattling along towards £1 and beyond imv

I'd love a dilution of MTI computer's majority stake...other than that I cannot see anything but blue,,,blue sky ahead

yes...a lovely stock to have in any pf imv ...a world a way from most of the micro/small cap nonsense...and that transition to FTSE350 rating would be a D:ream come true (whoever they are)

nonsense...if you researched this professionally, I'd be amazed if you didn't find plenty of companies with large accumulated losses that were left to rot, and not bought for tax losses...I hope no one reads your posts and takes them at face value...dyor, all ...this is a high risk gamble ...gl to all who take it

still watch the tumbleweed from time to time

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yep...same old rubbish...hope yr winning while we wait

come on spin king

Dibs

the key here is the impossibly complex accounts...the Headline Op profits are for the birds...just look at the cashflow..that is v v poor...not helped by currency headwinds or loss of contracts..but they are 2nd order imv) ...that is the point...nothing else...dyor ..gl

is so daft here...surely just a traders' plaything...I would love to be confident that this presages a retest of 40p, but suspect it is meaningless noise ...when to join the playpen with hot dosh? Got to 47p too quickly, so 43p will do me ...all the fun of the fair