Member Info for jollyspeculator

mostly up (as I Jolly am now lol)

decent buy lol

kinda agree...world coming out of soft patch (did the global economy actually ever shrink for 2Qs?)..but only because of huge macro experiment (QE/unsound money) ...what happens when money is properly priced? ...I am gambling on significant correction on asset markets plus some feedback through the financial markets into the real economy ...policymakers have been forced to make it up as they go along imv ...and what happens if there is an exogenous shock (?China invading somewhere say)

no advice intended!! (a joke referencing a well known Nasdaq stock of the 90s.... and what the traders commonly said about it...the s stood for "sell" and the J for "Just" lol)

it has not

early days...but tend to agree

why only opposite views lol? ...are you only interested in opposite views to theory of gravity?

with they take to affect "step change" Brian Emslie, Chairman of Image Scan, commented: "Having operated at break-even in four of the last five half year periods, it is disappointing to report a loss for 2013. Much of the loss derived from exceptional costs relating to a one-off contract that was taken three years ago in very difficult economic conditions when the Company was in need of additional revenue. "Over the last four years the Company has made progress to stem the historic losses and reposition the Company to focus on sales of standard equipment. Broadening the product base has been achieved entirely through incremental development given limited cash availability. Having stabilised the Company, the Board is now considering what actions and investments need to take place for the Company to make a significant step-change."

continues

my views on this share have proved worse than useless lol ...seems good prospect... & benefits from aligned management ...but I have no real understanding or confidence in strength/growth of addressable markets (or competitive position) or the quality/track record of management

EV/rev of c 40% is just way too low for growth company imv ...should be other way up at least (2.5+) lol ...no advice intended

cheap as chips imv...one to watch for 2014

always jam tomorrow...so volatile

profit...great company but richly valued imv

tested...how confident will punters proved to be? ...still not confident that this is profitable..and does the value of the new technology really justify premium to net book?? ..interesting times

imv...3*net book and nearly 100*free cashflow (given large annual spend on intangibles)...p/e of nearly 20 is a little pricey as well and I tend to give more weight to the even higher cashflow metric ..aaoo/no advice intended

y?

well, imv, ev/ebit is v low for company in a good competitive position in growing markets with decent, experienced, aligned management ...with aim going gangbusters, this looks an overlooked gem to me ...aaoo/no advice intended

the potential/risk sure looks Jolly promising imv

well, never good...I am a buyer (increasingly big) below these levels ..followed CAP for ages and like their strategic position ...no longer on free carry, mind lol