Member Info for jollyspeculator

so bought some @ £4... ...£3.50-£3.70 for top up...unless finals/update change things

so I bought some DWHT...now hold 80% A & 20% ords ...EV is £25-30m (depending on how much discount you apply to pension deficit) ...EBIT is £4-5m ..so EV/EBIT is 5-7...or a 15-20% pre tax return on external capital...which seems fine to me

welcome, Baron...I sold on the spike ..may dare to return...but Athena doesn't inspire

cheap on run rate EV/EBIT (somewhere c7 perhaps)...but spooked by oil price weakness and cautionary outlook

of 1m more shares by Ruffer

to buy substantial shares back with his monster profit from crafty sale?

and we may have a bounce @10p

@9.97p

.

imv

busy going nowhere? ...feels a bit like spe (but without the convertible loan nonsense)

yep...India tough place...esp for infrastructure ...confidence based on discount to assets... and nikil gandhi's ok trackrecord ...so the strong buy may be better understood as strong punt/super speculative buy

yep...impossible to tell from sparse communications...the selling is slow but relentless ...eyeing 9p ...(then 8p lol) ...cash of c5-6p may act as support?

and cashbonfire still blazing

pretty poor communication...would have liked to have seen hard numbers...like cash on hand ...reckon that they may be running low..so may need to tap markets...

on buying support here 2.9/3p...and cheap on EV/gross profit? ...but cashburn remains a concern

GPL's cash position has deteriorated during Q1 2015

..

why are insiders not buying 1m+ stakes here? ...but soooooooooo cheap...so I am sticking to my strong buy for now

left?