galumay
learner
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galumay replied to the thread PNV - Polynovo Limited.If it did manage $3.7m profit it would be on a PE of about 500. The madness of narrative speculation. I am reminded of this, (PNV... -
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galumay reacted to divs4ever's post in the thread SXE - Southern Cross Electrical Engineering with
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indeed , return on cash invested is more important to me than (unrealized ) capital gain , so rather enjoyed buying some when... -
galumay replied to the thread SXE - Southern Cross Electrical Engineering.Yeah, it was one of the cheaper businesses on the ASX for quite a few years. Never understood why, wasn't too concerned, I had plenty of...
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galumay reacted to divs4ever's post in the thread SXE - Southern Cross Electrical Engineering with Like.
well i got in nice and early ( for me ) in the 'tech. revolution'( despite being highly cynical of computers and the huge network ) (...
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galumay replied to the thread EZZ - EZZ Life Science Holdings.The price dropped 12% on open, I suspect the narrative speculators didn't get any further down than the commentary! This is no doubt...
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now i might read this incorrectly but the primary business of FFI is a food ingredient business , the property rental business is still...
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galumay replied to the thread FFI - FFI Holdings.Yep, its not the primary business, revenue was nearly $50m last year. Its 85% of the income from investment properties. Highly unlikely...
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So FFI will lose one client that brings in 85% of it's income and you long timers are OK with that?
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galumay replied to the thread EZZ - EZZ Life Science Holdings.EZZ 4C out and as expected metrics are very good, The A&M spend continues to drive revenue growth, its running at just over 50% of...
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galumay replied to the thread FFI - FFI Holdings.Same.
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has been mostly a nice and steady stock , am very happy to have it stashed in 'the bottom drawer '
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galumay replied to the thread FFI - FFI Holdings.Nice long lead time to find a new tenant! Opportunity to re-assess the rent too.
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What of much discussed, same species, Nightingale Systems (NGL)? Just noticed it is in long term suspension for not filing accounts to...
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galumay replied to the thread DRO - DroneShield Limited.Lots of material there for the narrative speculators! Carefully avoided any financial metrics that might actually be relevant to valuation!
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Have no acquaintance with this one. Brand aggregator of trending youth fashion (yuck). Credit cards and BNPL should fuel it for a while...
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