Member Info for jollyspeculator

finances are difficult to read imv...will be interesting to read results later this month ...has net cash of around 3p (I think/everyone check); interesting market proposition (smart meters) but challenging market; management/ownership under some stress ( requisition of GM) ...I have taken small position, but clearly risky ...gl

As a result of this strong start and the expectation that this will continue throughout the year and beyond, it is anticipated that the Group will explore commercially attractive options to increase available solvency capital.

...so cheap on EV/rev multiple; decent aligned management; growth market aaoo/dyor

yesterday

u may have last lol

eh?...EV is something like US$500m with the new US$250m debt...EBIT on annual production of what 200koz at all in cost of nearly US$1000 is not US$400m lol check my Jolly fag packet calcs/dyor/make yr own mistakes/gl/gn

lol

...overhang cleared?...or...gulp..

perhaps lol ...cash 3-4p, I think and EBITDA (adj) breakeven they say

Good AGM statement imv ..& broker support...

EV/EBIT tasty imv...

hopefully for good...no hard feeling lol

..

= top up opp later imv

I think Tailender posts good sense (shows quality eclipses quantity lol)

battle at 30p today it seems

lol

..in for long period of turbulence after 20-30 years of good fortune ...culturally and politically in serious pickle ...have you visited (I lived there for 6 months 25 years ago)

I wish that were the case...I see little evidence to support your optimistic (imv) assessment.. ..also with Richard Dawkins as Prospect's no1 thinker, God help us lol (he could do with some philosophy 101 on the limits on knowledge in particular empty empiricism/scientism)

is peer company/comparator imv