Member Info for jollyspeculator

but the net debt & EV is so high here ...with losses to boot & geopolitical risks in spades ..gl all

well perhaps you are "thinking & analysing too much"...but that is a much better starting place than the reverse ...sorry if I presume too much...but you might benefit from looking a little at, say, Chequemate's post traffic to get a sense of how an articulate reasoned and sensibly confident approach (all imv of course) to investing in AIM looks like ...a seemingly "steady" investment outlook based on the Zulu principals ...I would not follow me...I'm all over the shop (though lucky...up to date lol)

rbn is fairly fully priced imv... ....I suspect my strong buy opinion is overly emotion driven (though the acquisition does look good) and perhaps it is a "super strong LT hold" lol ...of course, if you take a v lt view of rbn, then the entry price may not matter so much ....sorry I am struggling to be any clearer/more helpful ...gl in yr decision

don't follow...may be a good diversification...

isn't that a little harsh?

yep I was tempted in that bizarre glitch down to 5p on what seemed nothing at all...but decided just to let by loss ride ...with gbo on a prospective pe of possibly as low as 5 (perhaps even lower cash adj) and less than 10*run rate fcf (the absence of cashflow being the main beef it seems), why buy anything else in tech lol? ...pls check calcs, of course; may be wildly inaccurate ...no advice intended

how? daft q probably lol

really?...that's just weird lol ...bit of a hike for you o/t...plenty of buy/sell action @6p over there yesterday...gl

nice of you to drop by...excellent post... ...have you looked at any of the others? ...always interested in your perspective

sorry to butt in...yr post to ka is good summary imv

yep...watching and waiting for drift towards net/net and/or better visibility on turnaround ...paying over 4.5p now doesn't seem like the right play ...no advice intended

tough choice...in so many cases, better to hold ...gl in yr decision

used profit to buy a little back

who knows? if the space is ok, the multiples are mouthwatering

for breakout...top sliced a little more to move v close to free carry on 10k holding

..

holding 10k ...pathetic I know lemmink lol

yep...may set up serious value opportunity sub 50p...so holding off 2nd tranche for now

imv

excitement is over rated