Member Info for jollyspeculator

and you may receive lol

guess plenty still fretting about possible placing...look at MIRA for sobering example of effect

...turnaround not far enough advanced for me to be Jolly here

Matthew has outlined clear plan for continued fast growth...he has delivered so far; has built credibility imv ...so what growth premium are punters prepared to pay?...20X this year's EBIT would propel us much higher ..aaoo/no advice intended

doesn't need ramping lol ..rgs must be one of the most classically beautiful shares (management markets and originally multiples) ...but when I was investing at 30-50p, I did not expect such a rerate (that management would do so well so quickly and that punters would twig) ...but the management here is just spot on imv..clear vision, excellent execution ...multiples a little stretched...but quality is expensive ...aaoo/no advice intended

"The Board anticipates that the full year operating profit will be materially below previous expectations as a result of the project specific operational challenges in the Middle East. "

Judging by the silence & sells, this could drift for some time to come ...did you buy?

why not steady state? ..sure if there were a liquidity event, then you should do v well ..but how can you be sure there will be?

in your prime?

if you're hard enough

ta

fragmented market is a T/O ,,,,at this low sp/EV may be attractive...(not sure what the comparators are)... but EV<gross profit may be tasty to a bigger fish that might save a lot on the admin cost through synergy, I guess ...aaoo

may boil down to discount rate/opportunity cost ...even if sum of Fv>>40p...what is the PV? ...and risk capital tied in here could be deployed elsewhere ...aaoo

some weak holders have gone or pared down ...which should help rise ...I still hope for drift to load up,,but director buys may put pay to that ... ...(unsurprisingly given my posts I guess, I re bought this morning for small flip lol)

yep ...agreed...if you cut and run, I would probably load up in downdraught lol ...effective bid up to mid 17.xp...maybe some director buys..and it is the future that matters (contract news; IMS re improved profitability...fingers crossed) ...aaoo/dyor, all ..no advice intended

...bit more oomph pls

appropriate 4 u lol ...bit racy for a Jolly ...GLA

I was Jolly negative (current/recent past) and fairly positive (about the future) ...pretty balanced lol

of course...and that's difficult to foresee/predict lol ...ceo/team aligned and experienced...(but markets challenging) ...MCAP v NAV or CA undemanding and EV v >£0.22m EBITA (if that is delivered) is fine imv ...so 2 of my Ms ok...2 out of 3 lol ...this rns may be the turning point (last of the bad news) ...fingers crossed

...perhaps bring that ask down sub 320p?