Member Info for jollyspeculator

what a font of wisdom you are, dbuk "that logic doesn't apply to this share" was a common retort on 1998-9...and we know what happened next...or perhaps you are too young lol??

lacroix..he who laughs last ...interested in your well constructed analysis lol

"great price to get in"...so why would you not buy?

wasn't Atrader's week here...loads of false dawns to come imv

Buy...but profits warning sometimes/often come in bunches ...as a trade: volume today impressive...so may be worth a punt for bounce to ...70-80p ...cheap as chips here IF lol ...dyor/opinion only

a filled sell?

Horrible profits warning a few months back...difficult to live with so soon after (3 weeks) results ...if the revised expectations are met, this is cheap as chips ...IF lol ...opinion only ps decent support here @60p

in the circs: falling AIM & profit taking/de-risking

60k@16.25 ...so the 500k@16.1x trade several days ago was probably a buy ...and the MMs are slowly taking shares back in hand

could this not be top in the US?... hanging like a brick lol

on EV/EBIT or p/e then our old friend gbo...or new one syq...both languishing in the sin bin at 4-6*...both with growth, but issues ..or how about blnx? on an EV/adj EBIT of less than here (once 30% taken out of these figures to feed the minorities) ...while all those comparators have "issues", I see xlm does as well...around the market space & to show strong y-on-y ip profit growth (essentially flat 2013 v 2012 at US$12m) ...at the other end of the spectrum (more highly rated than xlm but clear track record of delivering earnings growth): TRCS ,,dyor, all

Ezhik.. ..funding for SME is on many folks' minds...important for the economy...and our banks don't support it as well as Germany...so the financing gap is plain...and UFG/OPM seem to have sorted out decent business model to develop scale in the space ..here's hoping

rivaldo...your analysis has not captured the leakage to minority interests, though...over US$2m of div to them last year ..so fair value, not that cheap, imv..and there are some (v) cheap alternatives (on EV/EBIT) around ...pls dyor, all

Good post, Julian

well no...at least you cannot be sure yet lol ...the big problem is how long these customers take actually parting with cash ...in this regard, SYQ & GBO are pretty similar...big in emerging markets with long payment cycle receivables from counterparties who none of us here would know much about.....an unsecured iou from a PT in Indonesia ...hmmm...that's exotic ...so the revenue and profit is booked...but where's the cash(flow)?

I like SYQ...and, if I didn't have a modest free carry, I might even be tempted to buy down here ...the EV/run rate rev is not much more than 1; the EV/EBIT is probably pretty low as well... ...it is just the quality & growth of the revs (plus the availability of v cheap alternative tech plays like GBO) that holds me back ..dyor, all ...opinion only

isn't that to be expected lol?

unfortunately negative in 2012 & 2013 ...probably still negative? but difficult to tell with erratic receivables (how much & how many days on hand?); and less than perfect clarity on R&D spend lol

from oversold today... ...perhaps this is a decent level before clarity on execution, growth, cash conversion??

feels that way with a few buys @ lower sp ...maybe the MM is just fed up with SAL...and getting rid of the shares lol