Member Info for jollyspeculator

yikes

tp £4.50 for oversold bounce

incredible value here

perhaps still £40-50m of cash; a roster of highly attractive equity stakes; earning its way managing third party funds

one of the best value tiddlers imv

don't know what happened with that post lol

GBG EV would be EV/rev<3; EV/EBITA<12 lloks cheap with great growth potential

GBG interests me.....eyeing £2.80 ish...wd make EV 10%pa for medium term looks plausible

also tempted by RWS...c£2 ...wd make EV c US$800m (EV/rev <1; pe<10)...lower growth potential, but seems like cheap utility pricing for well entrenched incumbant

getting worse

lift off

had to sell 30k given the huge drop in software comparators...still hold >100k

you can buy quality at 1.5-3* rev elsewhere

can sell in volume now

===>topped up

hold 40k

the debt's a red herring...insignificant, and daft to hedge given natural hedge from op profits

EV of barely bover US$1bn puts this on low rev multiples...or EBITA

looking to buy seriously somewhere around here...but may get sub £3

price was £3m/11.7% total valuation of equity

would be interesting to know more about Spine's current metrics

ladders is high margin

tp .45p

interesting games in pricing and availability

I would probably double my position if the market would take a dummy sell of 10k+

incl mine

suppose 35-37p may offer another chance to play

the problems of management, fcf...and ultimately yet another placement...they are always with us in a truly dreadful market

when will the shorts close

they tend to overplay their winning hand...so perhaps not yet

tp £5.50

there isn't a clear table on the website, like for most public companies...you have to look for it in the annual report

still cannot see where the cash is coming from .... to keep the lights on (and management paid)

no one seems to be able to point to how they pay their salaries without raising yet more cash lol

what shares do the management team hold in TEK? The website is a little coy about their skin the game

isn't there a decent possibility of another cash call?

exit/realisations here would be handy to demonstrate real value add ....

discount for non voting As is down (to still large 40%) so pretty indifferent between ords and As

sure may bottom c55p, but this is absurdly cheap already imv

below tnw; low pe; good experienced management; decent if fagile market

could be a t/o target?

bought some dwht for diversity lol...hold 1k dwht; 15k dwha