Member Info for jollyspeculator

been like 1999 over past few days...even monkeys get lucky lol

high risk/v high potential reward play imv ...if EV was a modest multiple of rev...ah, happy day dreams

bizarre lack of overt interest

yes...now is not the time to derisk imv ...but when to load up?...Run into finals next year?

seems I've missed the bus here...still 1600 shares is better than nothing ...will look to load up c£4 now I'm less greedy about topping/loading up (or more greedy about potential upside) ...a lovely company...and if it were rated as a FTSE350 company, sp would be much higher (DYOR, all)

of strong management (with significant ownership backing)...and absurdly low multiples ...dyor, all of course...but this is tasty...v tasty

strapped in?

I want to load up lol

hoping for cheeky sub 20p top up...but bought some 16-17p, so on 100k now (less than 150k peak @10p but plenty given my lack of understanding of their markets and their competitive position in those markets)

yes...I doubt they'll be interested in much/any buy back from non family members (which is pretty much all the "A" holders, I reckon)... ...Why should they? They are not bothered about the price of the "A" shares...and only have moderate interest in the ords, I'd guess...they just stick to building value in the business and allow the sp(s) to do their thing(s)...which is great ...but I still wish they would buyback a substantial portion of the "A"s lol

are winning lol

who bailed early doors...perhaps the poor dear don't understand the seasonality of Dewhurst's infrastructure/project related business (2H/summer traditionally substantial stronger than murky N hemisphere winter) ...who knows (and maybe they'll have the last laugh), but selling at £3.65 is baffling

riddler...there the EV/rev is ludicrously low (so indicating basketcase that may ..just may... turnaround...with potential to multibag as EV/rev approaches more normal levels or it is acquired) ...here...cssg is relatively highly rated already, but I don't feel the growth story around Fastvein has been appreciated or factored into the sp yet ...looking for 70-80p (ie not a multibag)

tks...still have my modest free carry there lol (10k only...wish I'd kept my 100k lol)

success persuades me...on a growth narrative (more than EV/EBITA metric which is no better than ok imv)

agree

would be excellent investment decision by management imv..unless they have clear value enhancing acquisition in sight ...£13 million of cash seems excessively cautious...they could spare £4m (and enhance earnings...unambiguously, almost risklessly & considerably) through share purchase ...JUST DO IT, RICHARD

& discount to ords remains too large imv...happy to add over 2015 at these levels

reckon results fine if uninspiring...so don't expect much sp action (perhaps some drift here towards £5?) ...I'll be looking to add in Autumn...in run/lead into finals ...as a long term play, there is no better place to be invested imv

guys...clearly one you are all over... ...in (still) for Jolly modest free carry (2ok)... ...wondering when to top up