Member Info for jollyspeculator

who really has the time to listen to the noise??

the signal's fairly clear

tp 15p++

he he

limited acumen

see you lower, mate

why, though?

pop

both the touchy reporting

and the bizarre lack of interest in comparators

the City literally works on comparators lol

tp 9p for oversold bounce (for reasons too true to survive reporting)

Hoskings still selling?

only 6m shares left lol

tp 50p if they just carry on dumping

i guess export decline is loss of covid sales?

results pretty lacklustre

"headwinds" in first quarter of 2022/3 as well

probably on forward p/e close to 15 now which seems ok given longer term prospects...but pretty high given how weak wider market is and country risks

the discount is something like (160-70)/160...which is high by historic standards

===> curate's egg lol

my guess is we may bottom just below 50p

FIPP is best in class...much higher quality than here imv

even FIPP's flagship success (EXAI) is seriously struggling on NASDAQ

MERC is just an amazing play

BELL.L looks incredibly richly valued (v revenues)....maybe the addressable market is exciting, but does it have enough USP to dominate? ATM it's guzzling cash, and what's the visibility on reaching fcf+ before blowing thru its cash??

LUCY is just awful...the sp in dire

updating NAV for these two, and wondering about the valuations of then other two given the blow out on NASDAQ of pre profitability plays....makes me so nervous, I'm out

had hoped for 30% discount to placement (may still happen)

but some strength elsewhere, and this is a stupidly lower sp imv

tp 15p++

have been smashed on nasdaq

coffee better smelt

tp sub 5p for oversold bounce imv

surely this a binary bet on Madagascar prospect

and few (if anyone) on these boards can form a decent view on the murky politics of that corrupt regime

interesting to know whether the 28,5p was a sell...

for the first time in a few days, MMs are not prepared to take large volumes (100k+)...perhaps a small retrace on cards

who knows...may double bottom around £3

when to seriously scale in here is the only issue imv

how delightfully cynical and last millennium

chinese do the enslaving nowadays

keep up

not many countries outside EU/UK /Japan/AUSNZ have luxury of borrowing long term in their currency

look at nasdaq to see how similar companies have been completely hammered

this sp has barely halved

the future doesn't look rosey imv...how do they get to fcf + in time to avoid a wipe out dilution (?placement)

sold all my TEK (made nice trading profits but hadn't appreciated just how weak this and LUCY are...until a little more DD last night)

any visibility at all on breakeven?????

admin costs here are monstrous v revenue (let alone neg gross)

but with quoted pre cash sector so hammered (incl EXAI), perhaps we need to retest 57p

in the wider space, MERC (with stupidly discounted ex cash book and fcf positive) and PIN (50% discount on best book going) look much better value