Member Info for jollyspeculator

yes..good reading... ...the promoter, Nikhil Gandhi, has an ok / ?decent track record (well...he was involved in another port up the coast that seems to have worked) ...plenty of risks, but just so cheap

perhaps...if doesn't run out of cash beforehand

finally a decent sell...not a cheap buy back?

rather beautiful

£27

good...interested as ever in yr thoughts

bonkers valuation if project completed ok...looks like victim of impatient ii (but then thal seemed like that lol)

perhaps a hold now, sk...on low ev/gross profit...but waiting for news/visibility on breakeven

so given cheap and scubaz reckons this is important support level, worth a punt for bounce imv

nice little 10%+

cheap here on EV/EBIT...but how high quality are the earnings?...and I am never a fan of insiders owing a majority (just look at STAR and weep)

think Canute...eyeing up 35-40p

as insurance

looking to flip out again c 60p mind

but I am only at 3k shares free carry atm (was down to 1k @350.& still waiting for lower sp...c150.to build back to decent position!...10k+)

well done...a bit of mojo back...so I am aiming for 230/50 to flip out

some sellers being cleared out ...cheap as chips

.

seems decent each way bet

yes...somewhere here (150-200p) may end up being the bottom of this relatively severe dip...caused by results that were a curate's egg imv.. ...an sp of 150/EV around £100m would look cheap on earnings for a growing well managed company with EBIT of £12-18m (wide range cos the results were messy, in particular ongoing spend on intangibles and amortisation pretty high) ....but not cheap rel to fcf (reminiscent of gbo)...so we have to believe in the market opportunity and trust management to invest wisely ...in particular, the cf looked weak (and can anyone explain/reconcile the WC numbers in the cf with the b/s lol?...I am not an accountant, and sometimes the presentation of the figures just makes me scratch my chin more than usual) ...but Hanover (despite selling down in January to free carry is still heavily incentived...not least through juicy/?greedy isp3 to drive value sp up to £4-5)..and the growth story remains in play