Member Info for jollyspeculator

v high interest on their debt (fixed rate for weighted average 7%pa for c 7 more years)
& weirdly out of the money/onerous interest rate swap on £55m notional

fortune favours etc etc

lgp & yooma may be effectively worthless according to their market pricing, but in Leap we trust lol

the EV here is soooooooooooo low

clearly havin' a laugh

to explain when they may possibly...just possibly..making any free cashflow????

all I can see is some punters' cash from previous placements being whittled down by endless reported losses with no obvious forward visibility==>obv q: when's the next placement LOL

#lifestyleshare

as recommended by piddler lol

yep...better to reflect on lt profitability in highly cyclical industry

we are close to top of profit cycle imv...only way is down lol

tp 1.20 for oversold bounce

cash position plus no visibility on exit

tp 8p (cNAV dyor) for oversold bounce

tp 11p to play again

excellent company...with a social programme in country to boot

discount to NAV at historic high

real spread is tighter

amazing that it is still possible to sell placement shares at 50% profit

tp 0.07p for oversold bounce

negative net worth...still loss making

but maybe this time?

deja vu all over again

tp 30-35p to play again

as explained a few months back lol

now with placing shares to churn thru/derisk

tp 0.7p for oversold bounce

with EV/EBIT in 5-7 sweet spot and management bullish/aligned/experienced

dyo work/calcs/assessments lol

MCAP compared to TNW & EV/EBIT

tp 15p-- for oversold bounce imv

looking attractive again imv

could readily justify 40p++ on EV/rev metrics

but I'll restrain it to tp: 25p++

on LT metrics imv

this is soooo cyclical

amazing that folk believe this drivel

yes, pathetic purchase

but

incredibly cheap imv on REV/EV given
(i) actual growth plus
(ii) addressable market potential
(iii) some improving visibility on reaching fcf+ before
(iv) running out of dosh