Member Info for jollyspeculator

flop before flip

yes...not a bad system if you can either pick good companies or play the eventual spike in a dodgy one lol

tly, mdz ...hope you are well, shan...on a tear (redt, sag, hyd etc), but, as ever it seems, I see grief in prospect in the general markets (must be right some time!)...& struggle to see clearly now from atop my cash mountain

£1.10 would offer serious bounce potential, but happy with odds here

the trio looking negative

good spot

like dwha and ton...and perhaps sag and hyd to boot ...these ceiling are mighty tough

so may be some more in the tank here, despite being close to multi year high ...looking for c150 to sell down to free carry...and then keep others for super long term gains

we share TON, SPL & MWE...and I am tempted by your other two picks...I will do some more dd ...SPL has been so cheap for so long...I was suckered in too early, traded well recently, but am still down... the delays make me nervous ...TON has been kind to me, and looks cheap on balance sheet, earnings and cashflow metrics...with a half decent management team and markets ex Korea that are competitive but may be improving ...my complete ignorance of the Korean golden egg makes me less bullish than I would otherwise be

nice business

intrigued...why do you like NCON (high pension liabilities make me a little nervous) and HMLH?

misses the point that this is burning cash meerily

imv...just a pricey stock marking time

some decent buying (and last one above the ask)

made a little here on volatility over the past 5 years... ....Back for more fun c140 (below tnw and on modest multiples...dyor, all)

nice

but still cheap... imv

tks for thought...no interest in more exposure to property...and the discount to NAV doesn't excite ...enjoy the bank hol w/e

this seems to have good prospects (though posting that I am taking a lot for granted about the strength of the management team and apc's competitive position)... ...I am in & down...waiting for an opportunity to pile in

pretty accurate lol, but perhaps not in the way you intend (fit in, be a decent chap, nice chinless fellow down the golf club eh what) ...sahid asked a question suggesting apc was exceptional...it isn't..get real