Member Info for jollyspeculator

not quite...nbu is a better candidate

no help...I doubt much info available

there seems to be a background seller (cf sphr??) ...so I will hold off 4 now

kinda...the op profit from PB (perhaps £350-400k per month atm??) is extraordinary ...and the £8m adjusted EBIT target is still in play ...I am betting that the 34p was capitulation ...let's see

the strength of buying supports the narrative that the software acquisition has transformed vlk so bought back @37.xp ...pretty much free carry ...will watch fcf & outlook closely

cheer up lol

take some money off @75p?? (still dirt cheap there mind)

yep...that's the reason...of course the differences are small...the issue is the marginal cash operating cost curve ...101 ...but that may be a bit advanced for you

yep...the essence of Thatcherism: each for themselves...what is convenient for me, not what is right for the whole/honourable ...unattractive and unsustainable ...one day, folk will look back at these times and shake their heads...how could they have been so daft to allow the worst to prosper at the expense of the many?

in a sad case study ...while Barry enjoys the interest on the loan(s) and salary and being the boss ...fair???

it is simplesz...way too much cheap supply sloshing around ...oil is cheap to pump out of the desert...so simple economics would have oil back at US$10/bbl or lower (but politics will intervene, I guess before we have a rerun of 1998) ...the core narrative: 1. oil for ages was v cheap for a generation; then 1973 shock smashed the global economy 2. oil prices over the past generation have been held high by oligopolistic (or perhaps cartel) behaviour by OPEC 3. with so much non OPEC supply joining (ironically or predictably, choose yr PoV)... cos of high oil prices...the pressures mounted...supply grew and grew 4. and then the oil crash of 2014/5 hit ..BAM

for top slice imv

2 more whopper sales ...joint ceos...everyone else's fault...case study in how shareholder value is smashed

quality company/unwisely fond of it..not my largest holding (3k shares), but one of my largest banked profit ...

lol ...now waiting for 25p (?tnw)

seems decent buy back price to me

target price

so q is: when to top slice? 15.6p?

Haven't looked here since before interims...EV/EBIT may be fine now

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