Member Info for Wigwammer

Remember - the shorts need your shares! The receipts expected from disposals this year so far are actually over £200m, which will bring pre IFRS debt down to just £200m. And the other major point - the £250m pension deficit last year is now in a £5m SURPLUS. Big change - tangibly positive :)

The shorts are trying to close and they want your shares. Be careful who you listen to here!

Best change yer trousers then, amwrong :)

I made gains of well over £20000 on the ones I sold yesterday, amwrong. As for you determinedly never investing in indebted companies regardless of valuation, nothing like turning “being wrong” into a process :)

I couldn’t give a monkeys backside whether they raise money this year or not amwrong, it hasn’t prevented me booking a 150% profit in the meantime. I judged the narrative right, you judged it wrong. Hope that helps :)

Yeah - that will be the narrative that has driven the shares from 3.7p to 7.4p.. lol… even with hindsight amwrong can’t get it right :)

Because that narrative proved to be totally wrong, and the shares have consequently doubled. AMTECH = WRONG :)

Lol. Get to know yourself amwrong. The “personal stuff” has been invented by you to divert from the following - THAT YOU CALLED GMS STOCK COMPLETELY WRONG..: just let that sink in and stop the blathering :)

Eww.. so yer a foul mouthed wannabe bully, as well as someone who gets things wrong, blusters and tries to disown. Thanks for clarifying :)

“Some you win and some you lose”.. with respect amtech, there is no evidence here you have won anything in your life. Plenty of evidence that you will get it wrong, bluster and try to disown however. The market is so clinically objective in these situations. ATB

Taken some profit today, 150% return in a few months. Thank you GMS. Retaining additional rockets for potential moon orbit. ATB

I don’t want to get into a long conversation about it but a pension deficit is NOT debt. It is a far longer term liability, managed by trustees who can act with considerable flexibility, and generally understand the need to maintain a healthy business to protect future contributions. Carclo appears to have a supportive relationship with the trustees. So if the assertion is that the pension deficit should be added to the EV in the same way net debt is, that is a rather subjective assessment, and not one that all educated investors will agree with.

Keep building that wall of worry, amtech. Shares are up 80%+ on decent volume since you started :)

Many thanks, bermuda. Interesting stuff.

Jeez. Just incredible how someone can use so many words, in so many posts, and say nothing of use at all.

??? Given the market cap is 200m GBP and they have over 150m usd net debt, I think your 160m usd enterprise value figure is wrong. Also, the most recent FCF is heavily benefiting from exceptionally high sales of exceptional stones. I have a large holding here and it’s a great story IMO, without the embellishments!!

The presence of Mr McCarats - an entirely unconvincing avatar - is good news for holders. Somebody wants your shares. The only sad part is, people like McCarats usually work for tin pot outfits with limited capital - they aren’t qualified for proper City work - so it won’t offer a great deal of support. But anyway, better than nowt.

Actually, he was also buying around 3p, similar price to me. But we all know you didn’t buy any - ya missed out. Loser :)

Exec chairman buys (again).

Whereas you’re a total tool, aren’t ya.. The shares have gone up materially in recent months. Many here have benefited. You have not. Loser :)