Member Info for jollyspeculator

Well, I have grown fond of sdl over the past few weeks of looking/thinking. I like the relatively low multiples, the attractive and growing markets and (with less confidence) its management, so I will be holding part of my v modest 300 shares for a while but at +/-600p (if it bounces quickly) it might be a tempting to pocket a quick 10% gain on say 125 shares The trouble is i have so few shares it is all a bit marginal (I had hoped to load up at +/-£4.50)

v strong in weak market i guess this supports my earlier views re your possible stop loss!!

seems i may have missed top up opportunity... At least, still here for ride

how difficult can this refinance of a profitable business be?

solid

no, not even close at these valuations (of reserves and resources), IMO DYOR etc

a decent buy (£100k = 250k @ 40p) by an ii You are very welcome on here...

i meant!

O/T thought about FDI? May be interesting to an oillie

Any one seen good dcf or other analysis to support an EV I have enjoyed the ride from the 30p's, taken profits around 90p and am a little nervous about the substantial debt burden and share overhang (selling by those who converted out of debt)

...

nervous about lack of news / IMS?

Anyone have a clear view of how miners' action are (or are not) spreading?

why? I am not shorting (but sold most of holding at £2.50/£2.80, and waiting for this and Petra to be more attractively priced)

lots of seeming sells are buys & agree about this board (though kind of miss his Lordship's eccentric contributions)

best of luck, all

top up Shame, but less risky

market makers? How many of these shares are you stockpiling? There have been precious few buys registered for what seems a very long time

as in falling off zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz?

RGS for me is truly sweet: alignment of shareholders & management (Hanover/P); P's track-record; RGS' opportunities (markets: product expansion and geographic diversification) et al. There seems like plenty of growth here. So multiple expansion plus EPS growth looks like lt sp rise What I would really like to hear here is considered counters - why should I be concerned? Are markets highly competitive? Is management weaker than I think? I would much rather hear/consider cons early and react rather than be burnt on a profits warning!