Member Info for jollyspeculator

weirdly cheap imv...bought 450 more

will look to add aggressively into rise

true, but appetite for his shares will increase greatly at some level (not least from shorts scrambling to lock in profit)

although I have noticed that some shorts hold on too long (they tend to be better timing entry than exit)

NT to buy down to tiny trade

Can sell 3000@615

Wouldn't be surprised to see this move up towards £8...history of relatively long up/down sp movements...and ridiculously cheap imv

yep, any hint that covenants threatened would probably nosedive the sp

dyor, all

must be getting close to cheap entry here....

even dividend yield is looking reasonably attractive

4100@51.xx

who knows when the massive climb starts, but like agl it will be fun....and buying sub 50p even sub 40p will be funner

dipped toe in

500@236p

wd buy aggressively around £2 ceteris paribus

sp is at tnav with cash adj earnings ratios (at least for 2022) unlikely to be too awful...weak pound will help biln's competitive position against non uk competition (here and in eu)

also prospect of sector consolidation (in under-capitalised space where biln is relatively strong)

chunky buys

tp 20p++ (wd still be cheap rel to peers on rev multiples, probably...dyor)

nearing £3

the risks here are high (management, debt), but there is clearly upside potential (decent end markets)

will be looking to buy in...sometime lol

why the urge to chase this lower, when you could just wait??

#placementrisk

always key here: timing

..

#santarally

sub 1p to sell

where's the fcf? how much cash left?

#placementrisk

he cannot because it isn't

fsj's nav is close to £5/share; even its tnav is over £1
...and comparing fsj's nav with an investment/vc house is truly nuts

awful newsflow

8p absurdly cheap imv

if the Oz assets have say 5mT contained copper, the sp "shd" be an order of magnitude higher imv

tp 50p++++

given value of parts imv

tp £4++

the newsflow here is the Carling of AIM

ridiculous spread...5p to buy

epically strong buy imv

tp 20p+++