Member Info for jollyspeculator

nothing is most ...in this context, perhaps it is those who appreciate they know v little that are the wisest GL

u could not make it up lol ....yr timing was Jolly poor (as mine is often)

& well balanced ....not bothered if sp falls to 4p ...unless it is because the business is going t*ts up lol

was local max

..

Jolly mad

wish i had not top sliced

still on free carry and back to original holding size...the joy of the contrarian (when it works)

pls check...but still relaxed about top slice lol

high enough for now imv... ...negative tnw ...EV/rev nearing 2 (is that right?) ...potential/contingent tax liability (pls check):The debt waiver accepted by HSBC may give rise to a corporation tax charge. Whilst the payment of this corporation tax liability falls beyond 12 months from the signing of these financial statements, the Directors are aware that this could place a significant further strain on the Group's on-going working capital needs. However, as a result of the operational improvements having been made throughout the Group, the expectation that sales will increase (partly on the back of new contracts already having been secured) and a de-geared balance sheet, the Directors are confident that this potential liability can be managed.

with so many new shares @5p & v expensive (imv) acquisition (assuming deferred consideration paid, c8x book; ?x tnw where x may be v high indeed if net book mostly intangibles; over c30* pre tax earnings and what synergies?) priced at 5p also ...pls check sums & dyor ...I'm waiting for c4p (if that comes to pass) and then maybe buy back in

nervously @6p

by weak op performance (shown in lower NAV), admin costs, steady erosion of sp dyor..looking to buy in when discount hits 50% or so

Hi...but indebted, no? and margins weak (before recent troubles)..so EV/EBIT high imv ...best of luck

on tiny retrace..poised to test 20-25p range imv

and reduced value of businesses with similar profile on AIM (but not exact match) like MOS & GBO make me Jolly cautious here

how soon?

au revoir

has a decent point imv...if 4p, wot the problem?

lol