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galumay
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    • galumay
      galumay reacted to divs4ever's post in the thread APX - Appen Limited with Like Like.
      for better or worse ( worse currently ) i hold ASH but dodged a couple of bullets by dodging CV Check and Xref which almost...
    • galumay
      galumay replied to the thread DDR - Dicker Data.
      Like NWH, I dont think Mr Market is going to give us the opportunity we desire!
    • galumay
      galumay reacted to divs4ever's post in the thread DDR - Dicker Data with Like Like.
      hmmmm ... maybe the numbers will finally crunch attractively ( for me ) a big drop or a relief rally ( now a new direction has...
    • galumay
      galumay replied to the thread APX - Appen Limited.
      Agreed @divs4ever, i started off decades ago when I knew nothing, playing the narrative speculation game in aussie resources plays...
    • galumay
      galumay replied to the thread DDR - Dicker Data.
      Racey Jesus off to play with his car in NZ. Have to think about what the impact for DDR is, at least the board has been there for a...
      • Screenshot 2025-05-16 at 4.52.51 pm.png
    • galumay
      galumay replied to the thread NWH - NRW Holdings.
      I would say its a genuine black swan - literally an unknown, unknown. The type of black swan is so called* sovereign risk. (I say 'so...
    • galumay
      galumay replied to the thread NWH - NRW Holdings.
      As I suggested yesterday, NWH has been royally shafted by the SA government and the Administrators, its particularly cynical of the SA...
    • galumay
      galumay replied to the thread PNV - Polynovo Limited.
      I reckon your DCF model has a lot of extreme optimism built into it! I use adjusted FCF for my valuations and of course that doesnt...
      • Screenshot 2025-05-14 at 6.03.01 pm.png
    • galumay
      galumay reacted to Rypieee's post in the thread PNV - Polynovo Limited with Like Like.
      Hey folks - PNV report attached here. LMK if there are anymore small caps that are of interest. Will get to work on them.
    • galumay
      galumay replied to the thread NWH - NRW Holdings.
      Not good news for NWH, essentially the legislation will change the ownership of the port from Port of Whyalla to One Steel, so...
    • galumay
      galumay replied to the thread PNV - Polynovo Limited.
      Ummm...well I guess the Debt to Equity is the one metric thats not awful, so there is that!
    • galumay
      galumay replied to the thread PNV - Polynovo Limited.
      This company just gets more and more dodgy, announcement about the results on a trial of just 3 people!!! from the announcement -...
    • galumay
      galumay reacted to finicky's post in the thread CDA - Codan Limited with Like Like.
      I will not stop
    • galumay
      galumay replied to the thread CDA - Codan Limited.
      @finicky, you are getting very close to being put on my lengthy ignore list! Not just broker reports, but useless so called AI quotes...
    • galumay
      galumay reacted to finicky's post in the thread CDA - Codan Limited with Like Like.
      WEEKLY chart of CDA is showing strong recovery recently. Would have to be the most frustrating chart I've ever followed with keen...
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