Member Info for jollyspeculator

not done much business in emerging markets, I guess lol

sp in dhaka down 10%...and dwindling towards that 120/130 range (p/e c 10)

suspect we'll follow suit

tp 47p

bought yet another 5k (difficult to buy seriously atm)...hold c 80k

(still only a tiny fraction of what I used to hold here)

tp 70p++

not a classic pharma like gsk...bxp produces generics

also material country risk

it's all about growth imv

the q on div yield is though intriguing (not so significant for dwha)...yes, perhaps that would make much lower than 45-50p v difficult ceteris paribus

on reflection, I don't think it's fair to speculate idly about why the audit was delayed a little

we just cannot know what happened, and they seem an experienced aligned decent management team

not doing (typo)

gl to all here...and to a management team that are well invested, experienced and seem total decent (to an outsider like me)

I am not going to invest any more in CSSG

But there was confidence shown today, and clearly there is nothing to suggest that the management is not do a decent job in challenging conditions

Managing debtors is just part and parcel of what all businesses have to do, and it is often quite a challenge for small, growing businesses in tough economic circumstances

the naive p/e is a complete red herring

the GDRs are second class and merit a discount....the market accords a heavy 50%+ atm (and that's not mad v recent experience DWHT/A)

The real ords in Dhaka trade on 160/c12-13 (a pe of low teens)

he he

the sharp recovery in AIM index (up 4% in last three days...with v little dipping) suggests you wake up

yes...the loss to minority interests is telling

and yes, I'd love this to dwindle...at least sub 50p

the last 10-15 years suggests the sp dwindles over months/years and then doubles/triples in a blink of the eye

placement?

you seem not allowed to mention other stocks...which is just madness

I can see that random ramping of other stocks should be discouraged

but saying there are better plays in this space? why not?

company repurchase of 25k?

seems small for them (usually >100k) and also discount is a bit modest (c40%)

interesting to see sp in dhaka over w/e and week

I wouldn't be surprised to see sp there dwindle close to p/e of 10 (c 120 taka/£1)

if we assume a 60% discount given lacklustre performance==>tp 40p-

37p would offer a once in a generation opportunity to load up for ride to the stars imv

the debt's irrelevant (a blip on EV) imv

this has nothing to do with debt or FX...everything to do with sentiment to high growth plays as free money era definitely ends

with the dramatic change in sentiment this week to US yields, this is now a screaming buy imv

tp £6++

suggests difficult to read MM and trend change

the overhang from Hoskings (and their view / intentions) dominates imv

on fundamentals, this looks cheap v fort and ibst...it has risks around managing energy costs (and pricing power), but management experienced and aligned

I'd love to scale up to 100k, but still expect a nervous sp hovering in mid 60s before the big swing up to fair price £1++

ok...I've lost out on mad sp below 37p

more than a decade playing with this strongly suggests a nice uptick here to decent value c70p

tiddlers perking up

really seems a no brainer

tp 50p++

no, not remotely good imv...the cash generation is a key issue: they need to show that they can generate decent free cash

one of the main issues is dreadful days on hand for debtors....and even their 91% paid by November begs the question of bad debt provisions

tp 15p for oversold bounce

the appetite for pre profitability stocks has been smashed

I'd give some examples, but LSE rules seem to bar comparator analysis (which tells you a lot about amateur PIs lol)