Member Info for jollyspeculator

given highish % fees: "15.0 per cent. of any increase in the Net Asset Value of the Company over each quarterly period. "...also not clear what happens in down quarter. do they pay the performance fee back?? if not & NAV yo yos do they make on the up each time lol? ...if you like PLE or SUMM, why bother buying PEBI?...why not buy the underlying shares instead?

failure to break ceiling...so sold a little more to reach free carry of 5.5k shares ...will flip back in on any serious weakness and/or excellent rns

lol ...?gnirob V..ylerus

placings @ 2p incl last week...so why rush to buy at premium to placement price? ...and what is current tangible net worth...negative in interims, no?

Return to development activity in the UK generating a non-recurring contribution to earnings of some £3.8 million;

yep...one more leg up is possible..hence my holding 6k out of initial 30k + holding @ sub 30p ...tstl was a classic turnaround...rather beautiful

fallen 10% today in India...still some way to catch down though

or thereabouts...that's priced in pretty much the turnaround plus plenty of growth..I'd have thought ...so sold half my free carry...down to just 6k sahres now

to me

has the debts..I've had a look & reckon (as expected) that there can be little indebtedness at holdco level ...but grateful for others' confirmation

History is bunk...many placement/dilution, incl biggie @ 15p ...yes traded this happily 13-21p over past year...and called that bizarre early repayment spike spot on ...but now content to let my £2k run for a while ...I have amassed over 100 holdings, so you would expect a(n un) fair number of Jolly lucky free carries, no? ...esp since I weed or ignore my lossers ...until trend reversal lol

it must...it must...it must ...well who knows? but unless there's an almighty sell being filled, surely it must?

if I were money & talking with DQE, I'd look to buy control

is that right?..surely the debt is secured on the receivables @ operating company level (DQE)? ...on the whole lenders go down the hold co structure to op cos and security...and equity holders go up to ultimate holdco

on the whole I prefer boredom..

so now interesting

fingers crossed lol ...may yet dip below 60p ...so in wait/watch mode

bizarre...why not sell there; buy here? or is arbitrage impossible?

opm, rnvo, rbn, redt, vlk, tri ...with thal, ton, lpa nearly there ...and some largish punts on oillies atm incl: eme, caza, frr, blvn, pvr, rrl,

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