Member Info for jollyspeculator

I'm Jolly intrigued.. ..post prospective/possibilities on tstl?

here...highly rated on Ev/EBIt for good reason...any comparators on NASDAQ or elsewhere?

best to use as many metrics as sensible.. ...EV/rev & EV/gross profits good for unprofitable &/or poorly performing businesses ripe for t/o imv ...atb Joly

I'm having a Jolly time in the s of France (Cote d'Azur)...hope all well with you...not trading much...too many distractions ...mais il pleut au jourd'ui

looks about right...little appetite to take higher from here it seems

will it snow in London on Xmas day 2115?

I will be interested nearer hgi buy in sp

Jan, had a look...interesting...how experienced/good is the management team?

BAE...puzzled by this one...where will margin expansion come from? isn't it hemmed in by internet or better high st brands? V interested to hear you rationale...retail is a sector to which I have almost no exposure (and have therefore missed opportunities) because I have little interest or feel for it

spending too much (time) in Caves & bars to pay enough attention to lse lol ..Joyeux Noel, Libero (well soon enough)

one of my 5 "stocks for 2014" lol

I've shared my hot tips on the GC "stock tips for 2014" page lol ...as you know, my Jolly tips for multibaggers in 2013 were entirely forgettable...I've certainly tried to forget them (and sold 2 out of the three)

still enough potential to keep me Jolly interested...hope all goes well for you

cheap getting cheaper lol ...still some headwinds: business model (accessing capacity)...and stock "overhang" from disappointed suitor?

multiples a little stretched perhaps...but good prospects don't come cheap imv

Don't use the terminology...but all or nothing is pretty much standard practice over here I think...at the limit, if only a few shares were filled, the trade becomes uneconomic, no? ...I am no expert

Hi...just back on lse...been driving down thro France Libero...MCAP minus net cash (cash minus interest bearing debt here I think)

yep

interesting...a bit like dtg...not convinced that all/most of the cash is free from use in business

terminology confuses as much as it enlightens! ...For me, pbit & ebit are interchangeable...pbt looks nicer than eit and ebit nicer than pbit...but that's just my aesthetic(s) ...I consider pbt more when the i is largely factoring imv (ie is a timing/seasonality issue more than lt leverage)...so igr comes to mind as an example