Member Info for jollyspeculator

absurdly cheap imv

impressive strength

tp 25p++

great dividend yield
decent geographical diversity
experienced management

yes, tough market conditions...but

tp 5p imv

more interesting at 55p

the ex cash discount of tangible book value is ridiculously high imv (dyor etc etc)

I'm up to 40k and will probably just scale in...up to c100-150k...over time

in play imv

had thought 55p might offer support
but GS' downbeat projection of gas prices plus accelerated moves away from gas is perfect storm (again do your own research and thinking)

tp 38p for oversold bounce

still no mojo

& £1.5m ebitda is pretty poor given first half (c£.87m) imv

tp 60p

very rarely been at this discount (dyor)

60p does look cheap versus adjusted NAV, given management decent/good trackrecord of backing winners

sp strenght
chat board silence

pretty much all the really good plays are missed by the great unwashed

tp 55p

until decent newsflow, drift seems nailed on

tp 55p

primed for blast off imv

selling in vol @140 possible now

any port in an inflationary storm play imv

#fallingknife

waiting patiently for 55p

lol

even a bear has to tern....

surely close, no?

scaling back in c 2.50-2.70....