Member Info for jollyspeculator

c75p looks like sweet spot ceteris paribus imv

flipping out above 120 odd (when so many were bullish and sp movement sluggish was surely decent bet...you'd only have lost if fda approval announced and fda looks totally snowed atm)

great timing....you were (probably) right that the ceo's departure was related to this dire profits warning BUT the balance sheet strength remains (and so do the lt prospects imv)

50-60p wd look(s) pretty sweet (80p begs question of how long we'll have to wait for the tide to turn...2023?)

I posted strong sell here after trading update (28p wasn't it?)

avoiding 40% fall isn't good enough?

Perhaps you're right... I was posting similar on ODX, DMTR c 6-10 times current levels
(I note you also enjoyed Piddler's wisdom on DMTR lol)

there are some crazily cheap shares out there at times (eg dwha @ £5.xx a little time ago; biln @£2 a few trading days ago; ton/mwe are shaping up nicely: c60/40p)...

It begs the question: why not wait for *only* the cracking opportunities?

Esp when Putin (and perhaps the Fed) are likely to provide plenty of headwinds

valuation gap with peers glaring imv

when will folk learn?

tp 16p (almost there lol)

much better to work with EV and EBIT

tp 25p

oh yes, also dmtr (against the advice of the mighty Piddler)

thing is I am so often right

more than half way there in a few trading hours

also abdx, odx, dddd, fdbk etc etc

isn't another placement possible?

cashburn impressive lol

tp 16p

counter indicator lol

looks pricey on annualised first half ev/ebit multiple over 20 £40m+/(2*£1m)

(I see other plays in space closer to 10 eg mwe)

check calcs

you'll need shades to disguise the red eyes/tear stains lol

nope...net worth is £1bn (almost all intangibles) and issued shares close to 400m

yep wyld herring

mostly about DA, Al's Exits (any?) & cashburn/repeated placements

every little helps lol

that's selective reading

some might be "fully funded " for now...but Big Al wisely didn't write all fully funded and ofc tern burns cash at corporate level

is nav higher than 8p?

tp 8p

and extraordinarily complacent commentary by ceo...not reactive; but clearly so lol

placement coming??

maybe I won't get my re-entry after all

yep 17p seems more reasonable

a few

yep...still amazingly highly valued imv with EV above £100m

tp 35p for oversold bounce