Member Info for jollyspeculator

any chartist views on likely supports?

anyone have a clue now "some US$10m of budgeted Russian revenue in 2H 2014 is unlikely to materialise in this period"

I got this wrong...largely cos I hadn't done basic DD enough to see how dependent on Russia Thal is/was ...sold half my free carry today ...and lucky I hadn't bought big...waiting for the wrong reason (HGI selling)

that is surely serious? ...I am not putting a weak sell cos of LT potential ...but the st uncertainty warrants huge caution imv

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?

I was being lazy...just highlighting what another BB commented on BVM ...throw away

the read across from nbu's difficulties seems misplaced...but let's see

yep...all good for flip in the teens lol?

don't see much more than option value here now ....given all the risks (management, market/competition, cashconversion/fcf and delisting spring to mind as horrible challenges, risks, possibilities...whatever you want to call permanent loss as opposed to benign volatility)

for little gamble

(on isdx) ...which triggered little flurry of buys on lse

why would I be at a loss? ...I've traded to profit plus modest free carry ....the risks mount...and beware ST switching to sell (like on nbu)...unless he has already

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suppose more to clear

15/09/2014 12:44 3,000 @ 32.64 15/09/2014 12:04 30,600 @ 32.64 15/09/2014 11:27 25,000 @ 32.64 15/09/2014 11:21 35,000 @ 32.64 15/09/2014 11:20 5,000 @ 32.64 15/09/2014 10:40 15,000 @ 32.64 15/09/2014 10:34 30,000 @ 32.64

triads?

yes...it has been ...what i would like to see is acknowledgement that he missed some decently clear signs ...otherwise, what chance of him learning? ...it was always way too simplistic to look at the headline figures and get excited...especially when other companies (like gbo and qpp) with great headline numbers were being clobbered for fcf issues

any excuse for his poor performance?

lol ...US/Enron ...UK/SId etc etc ...trusting folk with our money is always tricky...and I guess the most obvious adage is: don't fight the tape...the collective wisdom is so often right