Member Info for jollyspeculator

?

over £10k in here?...respect lol

that's clear then lol

terrible performance: roughly £500k run rate annualised EBIT, and little prospect of improvement ...why pay more than 2p? ...are the management team good enough?

sounds reasonable...so this is stub option imv: an option that's a fair whack out of the money, but will possibility (?anywhere between 2/5% and a fat tail of 10-40%) of good payout ...watching, and considering repunting ...gl

holding 40k

your dry sarcasm is engaging ...what else is tickling yr interest atm?

Our current cash position is approximately US$7 million.

why shd this trade above 30p? ...there it woukd at least be on an ok pe of 10, and a modest premium to tnw ...here it is expensive imv

with goodness

happy with my 85k lol

but I have made a far whack, and nice to pocket a fraction

still

just keeping u company...

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the margins on the UK business have always been a little low and therefore vulnerable to modest pressure ...I am not convinced that even 120 will be "the" low (and it is certainly not a JMB lol) ...I am in (but not at all comfortable atm) because I am trying to look LT through the current undoubted stress, and I reckon rbn's management is decent and not trying to shaft everyone incl (in particular) us dumb money... which is (of course) scarce and vital to LT shareholder value creation

in cheeky hope that retrace may offer opportunities c11.5-12p

way below BV/TNW...mismatch between ZAM K profits and US$ debt reduced substantially by cash from sale...serious director buys ....all good imv

welcome...may be good price ...I haven't sold any (which would be my usual play)...but that is a stubborn refusal to smell the coffee ...a LT recovery (if any): won't be until back end of 2015 that profits are clearer ...and with the substantial cross ownership, a t/o (which would be decent exit from this troubled business) seems almost impossible ...a wind down and liquidation for shareholders would make sense for all but management and staff (so extremely unlikely imv) ...taken private or delisted is a significant risk...as is some "deal" with CGM that leaves shareholders here with uncomfortably low ball offer ...all in all a mess, but my bloodymindedness may foolishly prompt me to double down @2.5p lol

yuk