Member Info for jollyspeculator

yep. allenby ok i think (on basis of next to no dd or thought lol) ...tempted here?

determined seller(s)...so perhaps opportunity to buy more c50p (or a tad below) in lead into results ..that's my plan, anyhow lol ...if eps is c10p, then away to go after results imv (tp at least 85p)

welcome back (do u still hold some of yr monster stake?) ...yes, it is a little mind boggling...how have they manged to do do well over two winters (2014 and now 2015)?

more @52p... ...not sure I fully "believe" (not quite the right word...I'm postless really)... ..fascinated to see the full results rns... ...but in meantime 52p looks too cheap imv

from bentley ...well done, den & rhaegar

talking to myself (Jolly confused lol)..answering "can this surge?" ...now waiting for c50p

is either/both (i) resumption of divi or (and probably better) (ii) large buying by non Chinese NEDs ...until then, the prudent discount to be applied here for a complex bundle of risks is enormous imv...so large that I cannot buy more ...and just my tiny residual holding

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blows

looks fine...fairly richly priced..don't like "people" businesses like banks, consultancies cos the insides tend to prosper at the expense of dumb money

if so, I missed it lol ...gl & enjoy a good, peaceful & joyous w/e

in weak markets...the value proposition here is clear ..once you stop comparing it with tiddlers (DWHT) and start comparing it with FTSE250/350 companies ...so it is a transition play imv...and with EBIT firming up c£20m+ in future years..plus decent management, okish markets and competitive position and terrific balance sheet strength...why not an EV of £250m+ (sp close to/over £6) ..DYOR, all ...wish I had drived in more aggressively c370...will have to pay more (attention lol)

in new territory would frighten the h*ll out of me

in a certain light, would still look cheap @15-20p lol ...but RPT has a chequered history operates is in a slightly delicately balanced part of the World

possible imv...if EBIT is growing convincingly (which would be remarkable achievement given how strong 2H or winter 2014 was...I would be impressed by matching £2.3m), then EV shd lie north of £20m so an sp way higher than this (dyor/imv...all that guff) ...But will EBIT be rising convincingly...the weakness in the sp over last 6 months suggests the market has doubts ...results next month?

yes...it is a mighty difficult call: coal looks just awful (though cza and atc haven't completely been wiped out)... ..yet...yet..the business model here may just be robust enough to transition sufficiently (into contracting opps for steel industry, here and Europe for instance) ..is the management up to the challenges?

another daft prediction

the bear is fiddling with the buttons on the bicycle...(gears on bikes used to be so easy to understand..back in the day...sigh) ...still with a modest EV (the sp/MCAP increase over the past few years has barely - shd that be bearly lol? - covered the plunging net debt), any sign of improvements in EBIT in results shd have dramatic turbo charged effect ...DYOR, all

Brian or Matt I'd feel a little sore now lol

on a medium term view, this sp may look v low... ...impressive management response to loss of major contract...and now yesterday's alliance with Allianz which could be the start of a growth spurt for the business here imv ...if EBIT starts to grow (and I suspect there is some decent operating leverage/scalability so that seems entirely plausible), then an EV of £15-20m in 2016 doesn't seem far fetched (sp of c35-45p) ..dyor, all