Member Info for jollyspeculator

live & learn...this sp is bizarre ... ....and may presage some awful Chinese news ...perhaps delisting...wtfdik lol ...also (in the wider/wilder markets) it's tin hats on/risk off imv...so even higher cash mountain may be v well placed soon enough ...no advice intended

suggesting nothing...Putin is calling the shots, and the world waits.. ...is Russia under Putin = Nazi Germany + nukes? no ..is the parallel with Nazi Germany strong? no ...is Putin as m/bad as Hitler?

he'd be mad to invade...so he will not? (not sure whether that logic will work out...but fingers crossed)

Merkel warns Putin to do more to end Ukraine crisis German chancellor says she told Russian president European ministers will meet to discuss further sanctions against Russia (Guardian) "I spoke to the Russian president this morning and made clear again that on the one hand Ukraine has taken a whole series of steps to implement the Geneva accord but on the other side I see no Russian backing for the accord which would of course have an effect on the separatists in Ukraine," she said. "We will therefore have to react. This will be a joint European action and an action by the G7 ... because of the lack of progress we will have to contemplate further sanctions within the second stage of sanctions." The crisis is already showing signs of seriously damaging the Russian economy. The Standard & Poor's credit agency cut the country's credit rating on Friday for the first time in more than five years, following concerns about capital flight and risks to investments.

but still reassuring to see

pms crying.... WW3 risk ain't priced in/no joke lol

interesting article...Germans have not shown global statesmanship since Bismarck lol, so perhaps unsurprising that they are struggling

tks...agreed...eyeing up c 125 for buying back

nope

we are miles apart in our analysis... ...we will all find out a little more history soon enough ...(only plays itself out one way of course; unlike a controlled repeatable scientific experiment)

is v interesting case study ...and illustrates key difference between bad "split" (1930s) and good split (1990s) ..in its somewhat bizarre 20th C come/go cameo existence as an independent entity born after WW1 (but not from Versailles Treaty...few people know there was a pretty shoddy Treaty covering much of E Europe: "Czechoslovakia was founded in October 1918, as one of the successor states of Austro-Hungarian Empire at the end of World War I and as part of the Treaty of St. Germain.(source: wiki)") ...in bad split an external actor makes the running (and in the end Germany just gobbled it all up; barely burped; and screamed next)...in a good split (arguably like Scotland would be) it is an internal negotiation not unduly influenced by external forces/powers ...what is going on in E Ukraine ain't pretty or good

hardly a great buttress imho Today's Russian wisdom: "If our interests, our legitimate interests, the interests of Russians have been attacked directly, like they were in South Ossetia, I do not see any other way but to respond in full accordance with international law," Russian Foreign Minister Sergei Lavrov, referring to the 2008 war that led to the breaking away of the Georgian republic of South Ossetia. ...so the West should just stand back and allow Russia a free hand, eh? Where is yr boundary? The Baltics? Poland? (there a small population in current SE of Poland that is not Catholic...they are Orthodox..many speak Russian) ...the arguments used by Russia differ little from those used by Germany wrt German speaking minorities prior to WWII...a limited understanding of political philosophy shd enable one to grasp that boundaries are inevitably impossible to justify fully...if a big power wants to justify aggression, it usually ain't hard...that is why boundary change is sooooooooooo v v v v dangerous

for nearly free ride... ...clearly ok value on EV/rev basis...but possibly a little ahead of itself on EV/EBIT (but then op leverage is high so that could change pdq) ...no advice intended

are less rare than expected... ...yep...that would be my take...why rush to buy? ...ps I remember some F**t ****ging me off for suggesting 4p or so when we were c10p...I wasn't expecting it...just posting that it was possible lol

@ 6.22

before write down, no? ...plus reserves going to ?? ...plus a few geopolitical risks ...= opinion (only)

what though?

that's a phrase to toy with...any word on management remuneration here? ...in a competitive world, moving to loss don't look that great, lads...but guess all beyond your influence,no? ...though perhaps you may not graciously concede that the outcome might be beyond yr influence in the good times lol

tipster was who tipped this at more than double this sp...who was it? ...I guess that's the glory of tipping...most forget lol

However, a combination of extreme exchange rate volatility, increasingly competitive markets coupled with aggressive competitor pricing strategies and the effects of animal disease will mean the Group will announce a loss before tax for the first half of the year. This is despite tight controls on costs and an ongoing focus on developing the Group's offering to achieve higher margins and underpin competitive leadership.