Member Info for Walkietalkie

Carrington………there is an interesting set of dynamics between EZJ, WIZZ. I went for WIZZ last minutes of trading. I was in and out EZJ last week. I bought at 120p no at 1120p. I noticed some of your post on TRST some time back. Have you got them on your radar. I think they are heading to 230ish

Are we due a half year trading update………..GRG, JDW you could say they are in enviable position. They operate at the lower end food services. They have no real competition. GRG, GRG could quite easily raise prices.

Something for nothing, nothing for something……… I’m sticking to my original SP target of 160p. Sold 30% of my holding this morning. No wrong time for profit taking. We have couple of weeks before decision on offer. I shall probably take it up.

Howdey…..bought some IQE this morning. Just for the bounce. So where are you with NCC and IQE?

Yeslam…..there was a lot there, i had ton read that twice. I does confirm the dilemma EZJ, WIZZ. EZJ let say they achieve 6.90. Who knew. Wizz could be 2OOOp in 18 months. So D9ber1 has done the right thing. I shall be switching over the next 3 weeks.

DOH…..Loading up with WIZZ

CAPT, Yeslam……we are on a similar page for once. I can be quite difficult do do the numbers with EBITDA, leases, rents one of special payments. They are all liabilities. Have you EZJ and WIZZ. The question is obvious EZJ has an higher valuations than WIZZ. So the only question you should be answering is when do you start selling down EZJ. And when do you start loading up with EZJ?

The only thing I can add again…..I have bought a few and sold a few on Thursday, Friday. I took out a limit order to sell 557p last minutes of trading on Friday. It filled at 4.35pm for 558.2p

Remarkable quite board today……….must be the 11 hour thing. I have always viewed them as positions being closed at the end of the day. The only thing I can add at this stage Stelios very muted for someone who is very very vocal. He already may be on board.

I got the bounce……l won’t predict a SP. Just in case I’m right. Going to have a real good look just before results. They do have a track record of drifting lower before results. Did a bit of profit taking today. Have my eye on OCDO, TRST. Keep you eye on. OCDO, TRST. TRST are too expensive.OCDO could be ready to deliver.

Thumper….l thought about doing the maths myself. £10.00 post RI. I also have had these share on and off for the last 20years. I actuall missed out on the big bull run from £10.00 to £17.00. I’m the last person to say just because a SP was at a certain level historically. It’s worth this now. But you’ve gotta be looking at £10.00 fair value. You would get this at some point longtimeinvestrs. I’m well Doug now, not letting go.

Don’t know what happened last minutes of trading…..that could have been my bounce

Howdey cowboy if we have had a wager…….. you would have lost your boots on this one. Put my money where my mouth is! Just bought some. Only going for the small bounce.

CAPT……….You have not grasped what most of the posts today subject matter. Castlelake a trying to buy EZJ for their MC+ premium. The sum of it part are more valuable. DOHHHHHH

Stille…….the last time somebody tried to take dominant control of Europe. Didn’t end so well

You set them up!

Someone else should be haskin themselves a few questions

Stan…….the board is a bit congested EZJ. Is relevant to WIZZ. It’s having a positive effect on WIzz SP. made a reference to Tourette’s with Castlelake. It's the forth offer know. PE and hedge funds a very very good at extracting value. It looks as though it’s the sum of its parts. I remember making reference to one of your post. When the sharks were gathering pre ME. Have you any EZJ?

Haskins…..I rather castlelake walked he walk rather than talked the talk

Frank by name frank by……….. not where we were two months ago. The amount of share out on loan are falling. Any fly boy knows that can change quite quickly

I don’t know about medals…….my I was selling half my holding when the SP was 1400, and posted I’m not playing chicken when the hedge fund had borrowed over 10% of the shares. It wasn’t madals it was hearing aids you needed. Any who. I have sold of half my stock again. Bit of profit taking. When the stock was grounded WIzz, EZJ six weeks I piled in. I have obviously kept EZJ. Doe anyone have an idea on EZJ. Castle seem to Tourette’s of the PE world. They have just spouted three offers out. With no engagement. Anyone?

To all you cowboys cats and strikers…..I’m thinking SYNT is heading closer to 80p. There is value in NCC, when and where? Looking at TRST next 2 weeks. OCDO might have peaked, on the shares on loan. The hedge funds might be heading for the exit. I called it right with NCC. As for EZJ haven’t got clue, Castle may suffer from Tourette’s. In the PE world. They just seem to shouted out three random offers.

If I didn’t know better……..you’d think that SYNT SP was toying with us personally. Which way is it going 100p or 80p