Member Info for jollyspeculator

a bit like PRES...expanded thru acquisition at wrong time...hurting with O&G weak...limited profitability/visibility ...as with PRES, I would want a great entry price

getting closer to JMB.....even here on low EV/EBIT

life

also significant discount to tnw (still)

the bear is breaking out

£3.65p

tenacitas per aspera

lost c£200 in ?cfd/spread bet...why would you trade this? The spread is usually formidable

imv...that was way overdone ...now the interesting part: can this surge thru 60p?

since 1H always weaker than 2H ...if they meet forecast earnings for 2015, this is on lowly pe (DYOR) ...and then there are the other metrics (v gross profit and rev) that suggest that either they (or other ownership/management) CAN DO BETTER lol ...classic recovery play imv ...ps there is the bonus ball: blackheath

of product(s) and geographical diversification strategy ...A** ...well done, ceo & team

more to the point ..above only blue sky ...forget 25p, 30-35p looks in sight on back of today's sensational rns ...imv/dyor

and better... ...Jolly good call on GC page: tips for 2015...two only, redt and gbo...eat yr heart out Tempus & Midas ..away to go

life, Jim...but not as we know it

suspect 30p is possible here...given excellent results

lookin tasty...wish I'd put both feet in lol

I agree with yr macro take...esp fed rate rise (if that is delayed much longer, the risks of a serious US bond blow up increase sharply) ...the trouble re here specifically is that the 1st half numbers are likely to be underwhelming...so could be a long long time of nothing much...time in which the sp may drift (sideways or down towards 4p again)

on precious little volume ...25p would still rate this on a modest EV/EBIT (8-9 perhaps if u assume this year's EBIT may fall back a tad to £1m)...especially modest rating if u buy into the growth story

looks too big a retrace imv ...50p would be v tempting

seems reasonable target for modest EV/EBIT this year ...much higher if they can transform business/use existing platform to penetrate closely related mcommerce spaces around them (a bit like classic PE buy and build...backing the management team and building the business around that core...cf INSC where my vision of something similar didn't work out lol) ...I've never met the management team, mind...and that's why my vision is often hazy/distorted... ...luck and the ceo's vision/execution will largely determine the 1-2 year business performance at this interesting/critical stage in ZMNO's development (now that the crisis of a few years ago is over)