Member Info for jollyspeculator

as with CAMK, the difficulty may be that the directors are not prepared to sell here (why shd they? it is ridiculously cheap on usual metrics, assuming the figures are kosher) ...again as with CAMK, non Chinese non execs (appointing some well know ones if they haven't got then lol) and these bods buying big would be key imv (bridging the credibility between a Chinese smallco listed half a world away... why have they done that? why not list in HK?)...these Europeans using their their own money to buy 10-20% from the exiting Chinese incumbents, say, would convince me ...much more interesting to some insiders may be a delisting and buying PIs out on the cheap ...look at BSST for a worrying precedent

euro 3m +1.9m placement at 30.6.14...down 0.9m in 2H...to euro4m a month ago (so less now?) ...so tnw is only around euro 6-7m (or c2p per share) with over 1p of that as cash ...DYOR

good plan imv...4p placement pricement may be under threat and remaining placees may feel compelled to derisk ...3-3.5p shd (crossed fingers) be strong, though

that is my biggest worry...BSST all over again

spot on... ...so the bargain of 2015 may appear here ...later

I worked briefly in the City at the same time at Spikeyj ...so well before indecent bonuses lol

so why not? ...I'll look again in the £25-27 range

nice 15% flip ...holding 60k

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not sure about that Pab...gl

to give tempting EV/EBIT

but whichever way, this is still sliding

proper book value

pretty tough resistance

@11-13* EBIT ...but great company (management, alignment etc)

on free carry

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so prepared for drop to 3-3.5p region for proper support ...but the upside potential of redt battery is clear

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well that's the key: after them, I'll look to re buy here ...or perhaps at 5p for punt lol