Member Info for jollyspeculator

£70m of cash; no certainty on fcf profit and what strategy??

tp £1

why fight the trend??

tp £3

the transaction fees (esp spread) a little high...but volatility/misspricing makes trading tiddlers worthwhile

"The exception being organisations which break data protection law in order to take advantage of the pandemic, who will continue to face a ‘strong’ regulatory response from the ICO."

hold 5k

cheap on 2022 pe or ev/ebit rel to FTSE350

decent prospects/markets; flexible balance sheet (can alter car buys/sells to adj fcf), cheaply debt financed; experienced management

hold 35k

if IPO window remains open long enough, this seems a steal imv

how long before placing cash burnt?????

is weird

"By the end of 2019, the median figure had appreciated to around the 9x mark. And today it has shot to just under 18x."
https://techcrunch.com/2021/09/17/the-value-of-software-revenue-may-have-finally-stopped-rising/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJCaKquFb-D2Sa27Kas6JvzXqyiqT2zKrUWCOhGuJQu87t-h-y3pQn3cNQyhZ1083Q_A3KBG1ocrn31AkqM3-BYHOwEGvMutX7kvNC5kUNE88uFVWW94qZpcoUMkGl6Q1Srh9D0ghCNzuH_CXlLxfKWogZ06nnWeQ3wsfTK__yNA

except it isn't 3m future earnings

"low price" lol

I've been trading UK biotechs (largely successfully) for nearly 30 years...and you?

in theory, yes

but with this management ????????

many (most at times) biotechs trade well below cash

the world is changing dramatically for ncyt, and will management be up to the challenge? They could burn thru the cash at a great rate (if you doubt the capacity of management to burn cash thru bad buys just look at LOOP)

if a company is burning cash, why is cash "absolute floor"?

EV of barely £10m (dyor, calcs)

The EV/EBIT multiple for 2022 (and beyond) is surely ridiculously low, no?

bought 2k more @208p

hold over 7k now...happy to max out above 20k

not for long mind

had to conclude that this is yet another one of ST's "crackers"

yes, you are

tp <0.1p

really under radar indeed

without revenue growth accelerating (and plenty of chunky newsflow) won't the sp drift?

tp c10p to flip back

indeed

13p before 20p imv

sp still needs to more than halve to be jolly temptin

if you reckon next rns is key, prepare for disappointment

why anyone reckons anything is imminent is odd given Al's trackrecord

#tumbleweed