Member Info for jollyspeculator

they'll be right sometime ...I don't really care about whether the say buy/sell...it is any evidence of understanding (beyond what us lot are capable of)...and I do not see that profound grasp which would impress

Blue...seems wildly expensive...but maybe worth punt

good price ...reckon finals will look awful at least at first/second read through ...7.5p was always my target for drift, but anywhere down here is good imv..given b/s support, reasonable cashflow (if that is still true) and improving prospects

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but running a company should not just be about having a Jolly time ...where's the lolly???

is awful...they spend so much on intangibles ...and then highlight ebitda lol ...I focus(ed) on ebitda minus spend on intangibles ...and that showed/s where this was/is heading...imv wrt the future ofc ...dyor

However, the 11 week period to 12 September 2014 has been more challenging, despite a period of reasonable weather.

poor vols so presumably we will be ticking down soon ...when to buy aggressively? Only when/wait until volumes return ...since there may be long drift without much news?

clear first...but plenty of buying 9.30-9.34 ..(can someone confirm that the trades@9.30p are buys?)

financial results for the year to 30 April 2014 will be released next week.

19 September 2014 Ashley House plc Forward Funding Agreement and Prelims Ashley House plc ("Ashley House" or the "Company") the health and community care property partner is pleased to announce the completion of a forward funding agreement with receipt of funds for the Company's second Extra Care scheme. Forward Funding Agreement Albion Street, Grimsby is a purpose built 60 bedroom Extra Care unit. The scheme has been sold on a forward funding basis to a fund managed by LaSalle Investment Management, with a development agreement for Ashley House to continue to develop out the scheme. The development is scheduled for completion in mid 2015 and the agreement brings an immediate inflow in excess of £3m into the business with further payments to be made during construction. Preliminary Announcement The Company is pleased to advise that the preliminary announcement of the financial results for the year to 30 April 2014 will be released next week. Enquiries: Ashley House plc 01628 600 340 Jonathan Holmes, Chief Executive Antony Walters, Finance Director WH Ireland Ltd. 0207 220 1666 (Nominated Adviser and broker to Ashley House plc) Adrian Hadden Mark Leonard

worth first tranche?...£3m immediately rel to £5m MCAP looks tasty

seems so

As a consequence of continued reductions in OEM revenues and slower than anticipated revenues from the US dealer network, coupled with the Board's strategic decision to reduce inventories within the customer supply chain, it is anticipated that full year revenue and profit will be significantly below market expectations. Furthermore, in light of current trading the Board has concluded that the Group should focus on growth of the SI Brand, cash conversion and those OEM products that add value to the SI Brand. Consequently, the Directors have performed a review of all balance sheet OEM assets resulting in an exceptional non-cash impairment charge of £2.2 million.

1. V High Ev/revenues 2. Possibility of another placement . since run rate cashburn is US$20m pa (pls check) ??

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why not? Still absurdly high rating given margin pressure/competition and doubts about management bandwidth ...opinion only of course (more's the pity: should have shorted big time)

or 6.5p? before floor reached?

I detect immense defensiveness by the erstwhile guru...& am not persuaded that he has grasped the key reasons for falls here, nbu, camk and npt ... his grasp of business models, risks, management strengths doesn't persuade me that he knows much more than say you, dibs, elite (or me) ..and he seems blind to the the dangers of ii selling pressure

& quiet