Member Info for jollyspeculator

72p.. on free carry now hurrah .interims as expected..but didn't like commentary on challenges at plant...are management up to handling workload?? ...the lt is still bright...may be some s(n)agging lol ...looking for sub 60p again (40-60p is attractive with tnw support imv)

Hope all is well ...as GW says, it is quite predictable..or at least has been over past 18 months or so lol... ...I can rationalise the experience (hopes are always sufficient to fuel surges/spikes towards 8p...reality/threat of placings is ever present to deflate to 3-4p)...but really not bother by ex post reasoning...my trades have worked and (based on buying in 1-2p range when this BB was eerily quiet), I am merrily adding to my cashed out profit by periodic swing trading ..other fav targets for swing trading incl AAU and UVEL (well for a while until demerger) ...I just continue while it works (and stop when it stops, I guess)...just craic to amuse ...tiny exposure rel to proper grown up LT positions like DWHA, REDT etc etc

lads

if POO doesn't test 30-40 area...unless Saudis turn down their taps ...in medium term, there is a significant demand side risk imv (pretty much everyone assumes that the insatiable appetite for oil will continue to grow for ever..I sense risks wrt driverless transportation options esp cars and their successors...will the internal combustion engine survive challenges from renewable options once its USP - fast response - is redundant??

for a bounce?

yep..a mistake

and see imv ...a JMB below £2 would tempt

inditherm revamped ...a tad pricey imv...but has been kind to me before

why did you sell at 20% lower just cos of random drop?? ...I am happy trading the range here: buy c4p sell c6.5p ...but you sounded like a believer lol

yep...had a burst of enthusiasm yesterday, but a little more digging overnight has cooled my ardour ...the all in sustaining costs of these fraccing plays is as clear as the dirt they are drilling through ...and I now doubt orchy's breakeven cost figure of US$40/bbl...it isnt consistent with the figures in the interim report ...I'll be interested to read the results and try to extract their fcf performance for a v challenging 2H (when wti fell from av of 95 to av of ?55-60) ...eme has no right to an independent future imv (way too small scale..as is true of many AIMsters of course..but also double management with Marathon actually calling the shots at the op level))...and with a large private individual shareholder perhaps the management team can be forced to accept the inevitable spell of unemployment lol..

some companies (like a fair few NASDAQ mega beast) have huge cash on their balance sheet..but perhaps that has something to do with offshore earnings and the US tax code lol ...so many good profitable growing companies trade at EV/EBIT of c7...so it is about the growth trajectory and the court case as you say ...tks for the heads up (again...you mentioned it last year, no?)

Hi Dibs...saw yr commentary/recommendation on GC...interested in more of yr PoV on court case ..as it stands, OPIM is still highly rated (EV/EBIT of 10 is higher than many tech plays atm ...and has negligible balance sheet support...tnw of c0) ...and the director sells in May though small are hardly encouraging

taking its time...so derisked a tad

and maybe will continue to do so? Perhaps a few other larger holders?? Would explain poor sp performance in face of seemingly great rns

so a few agree that 20p support is ok for now

imv...and that is still not great... ...my read is that the receivables have largely moved from LT to current (and they have the bank facility to smooth the timing issues), but significant doubts still concern potential and actual investors/traders about SYQ's timely conversion of receivables ..that's my take, so still in for a modest stake (since other metrics compelling), but hanging back from serious position

but prefer the management here

lol back

analysis not quite sound imv...2H traditionally stronger (like so many companies: TRD, DWHT etc)

always