Member Info for jollyspeculator

is an interesting area, I agree ..as a pro (well as good as lol), I would say management, management, management is what matters, and good quality well aligned management is scarce, esp wrt AIM companies... ...without meeting management (which I don't), you have to be careful of everything (incl book value) ...given that severe handicap, book value is one of two or three key valuation metrics (small, medium or large company)...I rely on book value more than earnings (which are clearly subjective in many respects...just look here and the additional risk margin lol), and fcf more than any single other metric in most cases (but not here) ..... if you don't trust audited figures, you may as well give up investing & buy government bonds (rhetorical flourish, not investment advice)

Caledonian still selling? ...and plenty of reasons not to stand in way of ii selling lol

extraordinary quantities lol ...like a cesspit (mixing metaphors) ...I like bigger more boring plays (CGS, DWHT/A, RBN, RGS, SAG, TFW, REDT, GBO)...but half those have been challenging recently lol ...have you looked at SNCL or ZAM? Both may be at bottoms, with sncl showing some signs of life and ZAM attracting decent director buys last week

some pay div (CAMK), some have struggled on like achl for many years (GNG), some have delisted with palty payout for squeezed PIs (BSST) ...if you have invested in this crock of **** for several years, yr research methods need a reboot lol

seems good value atm with £/US$ rate stable between 1.5-1.6 (as it has been often over most of my life...or at least that's how it feels)...EV/EBIT not too high...good margins/brand as far as I can tell...decent balance sheet support ...I would loading up in 80p-£1 range given what we know now, and happy to hold decent slug here

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by far..incl 2 of the three highest days' trades ...nearing 10% traded (c25m shares) in 5 days ...or at least that's what it seems lol

@510? ...not many selling (beside me lol)

£400k @ 10p? let's see next week

lol

are barely worth the post ...is the challenge in the UK to do with customer power...and rbn weakness? ...are the key relationships between rbn and one or two of the multiples? does rbn have some usp (some "moat")..or it a commodity provider in a fiercely competitive market with little / no pricing power? ...what cards does rbn have to play: substitution? selling to others (ALDI, LIDL?), different products?...I don't know, and we won't have any better idea of whether this is a blip for much of 2015 imv ...at least they have diversified into E Europe, about which I know even less lol

ramp? that a lie lol...isn't it? ...keep it clean...the visibility here is gloriously confusing

so? why shd anyone care? ....he can always filter the wise guys...and live in foolish blish

plenty more ready to be dumped lol

but to 90p? ...22p perhaps lol

why private? well if cash true & true worth £1+, why not buy @20p? ...or lower ..BSST set the tone with low ball "offer"...offer that PIs could hardly refuse lol

what is yr other large holding? ...just nosy lol

@ c40p?

flora

background selling...plenty attracted by significant transaction / director buying