Member Info for jollyspeculator

if you reckon the provisions will be materially reduced, EV might be adj downwards to reflect

but pretty much all non WC liabilities are traditionally added to EV

one of the funniest (not in a good way) posters

spot on

all the lemmings piling in at "bargain basement" are learning some v basic lessons
1. cheap can easily become much much cheaper
2. management trackrecord is key
3. trajectory to +fcf shd be uppermost in PI's assessment

averaging down

#schoolkiderror

got serious sex appeal, but the reality/execution has always been pretty dreadful

CDC is wholly owned by UK Government

It has no cash constraints and isn't a profit maximiser

CDC does know Zambia (better than any investor), and esp agriculture...and esp many of the assets ZAM owns/manages (after all CDC used to own/manage them for decades lol)

really?

seems like apathy will win as per

but that update/CK dethroning throws up new can imv

1. almost certainly still losing money imv (and what visibility on fcf+ before they run dry?)
2. BoD shifting seats on Titanic (and a couple disappearing on a lifeboat)...what strategy do they have?
3. Execution risks in spades

tp 9p

flipped back c66p

tp 80p

Wyld isn't big enough to justify premium

boils down to DA

tp 8p

NAV of 7p is huge gravitational pull

same old same old

@90p...all the way down

oversold bounce low teens? Perhaps

8.xxx would still be 50% discount

with the placement price a third of current buy price???????????????????????

close to fair value imv...and hitting 10/20 years range bound "upper"

sold a few @ 172x...looking for flip back

hold 1k

over past year, discount has widened to 50%+ at times (dhaka sp at Thaka 240)

now dhaka sp is 20% down on that (and thaka has depreciated against sterling)

also look at a non voting like DWHA.l to see that discounts for non voting can widen, widen and widen lol

always hope...but often little expectation

why would anyone think this is likely the last raise esp if current management cling on???

CRO?

why related to results?

this trades on racy pe in dhaka so v good results already expected (if poor results dhaka sp plummets imv)

what matters here is more discount for non voting grd

tp 80p

plenty of bounces...but when will trend change: would you flip @4x pwhat you buy @33p?