Member Info for jollyspeculator

it seems (it seemed so some time back and then made a little fight of it lol) ...why shd anyone "buy in" to this management team's execution capability???

agree with much of yr analysis...perhaps on EV/EBIT c7 if run rate EBIT is £0.5m (let's see with results)...dyor, everyone ...fine but not absurd imv (same as TRD pretty much exactly atm, but higher than DWHT)...and EV/rev is cheap but then so is TRD lol

EV/EBIT c10 (perhaps a little higher given challenges)...dyor ...does it really deserve a rating higher than CGS, say (similar MCAP/EV...CGS higher MCAP and lower EV) ...this grey area between FTSE 250 nose bleed ratings (aping bond yields I guess) and the tiddlers down below is intriguing

yep...on such pricey multiples imv

lol

er..."selling" pressure

offering some support...Jolly adj EV/EBIT perhaps c7: broadly, £3.1m MCAP -£0.3m net cash +£0.7m undiscounted provisions)/£c0.5m...dyor ...Not cheap as chips AND this is highly volatile/risky given extremely small op profit margin... so perhaps a multiple closer to 5 for a JMB? (sp 14-15p perhaps??).. .....BUT the potential for growth in rev and margin (now that management has shown some decent execution ...after a long long time of challenges lol) means EBIT of £1m soon aint an absurd notion... ...so the upside is potentially significant here

agreed...my hope for 40p receding lol

seems like a few sellers have been holding this down (and may continue to do so)...but the valuation is attractive enough to look thru that selling pressure imv...and to build a decent position ready for good contract news/seller(s) relenting

cheap and seems to have bottomed

Settlement of Claim against Dewhurst (Hungary) Kft Dewhurst plc announces the settlement of the claim (previously notified on 31 January 2014 - see RNS number: 0166Z) against Dewhurst (Hungary) Kft, a subsidiary of the Company, by AIG Specialty Insurance Co. Following dismissal of the lawsuit in the Arizona Court, without admission or finding of liability, Dewhurst (Hungary) Kft and AIG have agreed a confidential full and final settlement of all claims arising from this dispute. There is no material impact on current market expectations for the results of Dewhurst in either this or future financial years.

daft momentary pricing lol

so on kill or fill to buy lol

slowly

always...unfortunately ...how sane are the normal petty bourgeois obsessions with shopping, money and sex/power?...Earthly treasure..empty superficial soul sapping..joyless ...it is the tiny sane excellent minority (often insanely labelled spectrum) who keep the flame alive

by tone of results: "unprecedented market uncertainty" is way overstating what has happened...1980s and esp 1996-1998 were periods of v serious reduction in oil prices...we aint seen nothing like that (yet lol) ...the problem is simple: the price is set politically (goes up on a whim/geopolitical turmoil as in 1973 or on turmoil like 1979 and 1990 and comes down when the Saudis don't take on the role of balancing the market) and stands at a monster premium to the operating cost curve at full potential production imv (all the dirt cheap oil under the desert)

yes..a few... ...slowly buying dwha shares in the market, without boosting the price would be excellent use of the cash mountain...what else will this cash be used for? Divis reward the "A" relatively more (ie not the family), so buying out mug holders of the "A" @30-35% discount seems a better way to go imv ...but I bet they don't (or not v much at all) lol

often odd here lol

50p, it will still be so quiet...as all around the herd of PIs shift relentlessly from one nonsense "story" to another ramp .. ...the key to successful investing is getting to grips with the fundamentals (the business: the management, the markets and their competitive position...and the valuation metrics) ..everything else (and pretty much all...but not all lol.. the sp chart analysis) is noise ...well done everyone here

that's right...although buying current beers with illiquid/future value free carry might give me a Jolly hangover