Member Info for jollyspeculator

methinks

Clearly your call but that's generally sensible imo - topping up on a rising sp There is always the approach of waiting for a bit of a pull back after its 15% + spurt (however spurts based on decent news may be less susceptible to significant pull back) What has stopped me topping up my ~ 10k holding is the possibility of other opportunities in this nervous market. (Over the past few days, I even sold down some of my 2nd largest holding - which was tough because I am almost wedded to the share - to give me further dry powder.) When I have collected my thoughts, I might put together a few questions about Trifast's business and post them for your feedback. It is rare to have the opportunity to connect with someone like you who knows the business. Best Jolly

feeling bit silly?

...

holding sp up? Still like (non)SAG verrry much - DYOR

I need calming down - it's urgent

DWHT costs £5 (an all time high, I imagine), so (DYOR / not investment advice etc etc) this standard class fare (£3.40) looks jolly decent value

how dare you? Bit ungrateful...

Thanks for gracing us with your presence and perspectives. I like a bb with balance so keep it comin' I am enjoying this bumpy ride (having trousered a bit of profit), and look forward to buying back on further dip Yours humbly Jolly

taking - but (DYOR etc etc) RGS's still gorgeous

today Good grief

don't be shy - sort of an xmas sweepstake DYOR etc etc: I'm going for 19p - 24p (maybe a bit harsh/wide on the spread)

Also interesting (but pretty marginal IMO) that long standing owners Gordon Shields took a little money off the table (Ignis topped up - so not really anything to get excited about)

so now on "free carry" for the remainder Still luv RGS - but market drop makes other opportunities just tooooo tempting

amid general market drooooop, as well Good night, all

I've bored my bb-mates to tears on the GBO bb about the general markets recently - so, if you have insomnia, you could check out my waffle/drivel over there Basically, I am an Eyeore: bond bubble-->over-priced risk assets-->over-weight cash (well, 60 -70% property / 20% cash / 10% bonds / less than 10% equity - the bonds are a db pension, so cannot sell!) &, in response to what I see as inflated pricing of risk assets (&, in particular, an insane focus on dividend yield for large caps), my cunning plan is (i) cash/quick trading plus (ii) holding what I comically call my mid/micro cap "Jewels" (yes, cue laughter, that would include...SDL at £x.xx price tbd) Jolly (happy if the market quickly goes down 20%+)

I agree we should get news v soon - fingers crossed btw this is a good bb with you, Sisphus, BintheB and others all offering good value posts - and none of the tedious back-biting that goes on elsewhere Much appreciated Jolly happy

No news and falling indices are pushing sp down - any guesses on where sp might fall to without news in the next 4 weeks, say?

but I am really here to make a quick turn (flip some at 29p) So may be a rat if it falls to 24p!

We bought TRI at roughly the same time (early days - but probably good call/timing) & your portfolio (on the basis on recent posts) is certainly impressive. But here (and FJET), I am not convinced - the multiples here are rich and there is little track record to judge the other management/insiders (other than Holt) ATB Jolly