Member Info for jollyspeculator

breakout on the way?

..(great avatar name btw) ..writing should be a joy..and crafting witty posts is one of my many unrealised ambitions ...lse has greatly improved my enjoyment in managing my pf...& I wish more would enter into the spirit of balance and banter ...but it is a free space to post pretty much whatever within bounds of decency and law (just as we are free to buy, hold or sell within the bounds of insider trading etc)

top sliced...because doubled my money ...still way 2 go imv

..

have to change opinion...investors seeing much more in R2S perhaps...so detaching from LOGP?

has there been an rns? ..I am still unconvinced ...but watching

disguising a little upwards progress? ...but still see 40p being "smashed" only on decent update ...no advice intended

"at times"..apologies..Jolly poorly written

and banter to keep it Jolly ...shares are inevitably emotional imv (infuriating, exciting, boring)...the forces at play in markets are unsettling ...even bizarre at times..even private equity has to go with flow at times...PIs like us have no control except liquidity (and that can be limited at times lol) ....so best to keep light heart and steady nerves with fair dose of banter ..& don't bet what you cannot afford to lose ...judging from comments around LSE, some of the angst/anger comes from folk on the edge with way too much at stake ...aaoo (from Jolly diversified pf/asset allocation)

pretty Jolly racy multiples...maybe possible/potential continuing growth justifies multiples ...don't know enough about competition/markets or management to stay long and strong

perhaps too much ...the upside atm does not justify holding imv

"4" now

yep in and down atm...waiting for opportunity to top (perhaps load) up

still think it could retest lows ...especially if the risk off climate sets in

25p, 26p & 29p..now holding nearly £10k here...so a believer!! ...Thanks for precis. LT hold for me (up to 50-90p range and then free carry if rerate happens & happens in next year or so...fingers crossed) ot goldies: yep...disenchanted with POG prospects...still have c2% in goldies (AAZ, PAF, GDP are my favourites) ...but looking to sell even that modest weighting into any rallies

handling on intangibles interesting here (I do not understand how the £3m is derived...does it ignore intangibles?) ...my Jolly adj EV/EBIT is >10 (22/1.8) which seems on high side given " Outlook The Board is hopeful of a positive final outcome from the consultation on a Statutory Code, but, in the short term, remains cautious about the outlook for the Group's core Leisure Division until the new provisions of the Code are announced, particularly as the process has now extended into the Christmas trading period. Against that background, the Board feels it appropriate to exercise continued caution, " ...interested in your analysis, Shan ..aaoo/dyor

another squeeze up?

...no advice intended

maybe...probably not imv ...look at real pog charts...and weep (unless history is bunk) ...no advice intended

Jolly wide o the mark