Member Info for jollyspeculator

The plain truth is that history screams that yr PoV is dangerous nonsense... ....remember Czechs and Poles 75 years ago and Bosnians 100 years ago...ignoring righteous anger far away in places about which we know little aint a cunning plan ...the economic is pretty much always trumped by the strategic/emotional/nationalistic.. ....if we allow Russia to get away with (more) boundary changes then the World will be grim indeed

hi...yep...but sub 10p for really big holding??

u were right on ABM....sorting out funding here is taking a nerve sapping time, no?

let's leave the slightly fraught gbo board in peace... ...what I mean is that holding a decent wedge of cash now is fine imv...and guff about cash's long term poor real returns is besides the point...if you take my PoV that the next 1-5 years may get v interesting (perhaps including some major government losing the macro plot and ...unlikely but not impossible, deflation in, say, the eurozone; which would put the tiger anong the pigeons..) ...vive la difference de pensees ..a bientot

imv ...no advice intended

don't hold yr breathe/expire

chat

yr large holding & patience on NTBR shows the value of the LT perspective

libero...I'm in and substantially down (but not a major holding)...guess worth sitting on sidelines and waiting for trend reversal (as with gdp?)

i must sound Jolly bonkers much of the time...but thanks for yr kind words

Good spot on SPK...rise seems justified given cash return.... & 9.5p is now reasonable discount to NAV, no?

partout lol

on free cashflow calc imv ..no advice intended

is just the ticket.

is pretty cheap. ....all about priorities imv.. ...make some capital ethically and helping others in yr 20s/30s/?40s...and then enjoy the freedom to pick and choose ...in many ways, I have lived the dream and am v v grateful ...but the key was not being seduced by excess (as most of my peers have been)...more for the sake of ??? ..remember nothing is most; power is in external; the soul should dominate the will, and connect serenely with the power of reality rather than the reverse (the willful demand for more & more..."missing out"...the essential error of our age)

my thoughts have wandered for last month or so...but always interested in yr perspective ...hoarding cash...waiting patiently for better value... ...(still dabble...and top slice...and try to play the fickle shares without taking it too seriously) ...

last month of sun drenched bliss....hot here this afternoon...reminder of the inferno to come lol ...England in May is hard to beat

jogging? ..that would balance fitness and relaxation

just buy more then? ...I will rebuy below 75

gone fishin?