Rhomboid1

@rhomboid1MF

Full time investor in equities and property , generally tetchy and quick to judge, usually wrongly.

Vrijeme pridruživanja: lipanj 2012.

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  1. prije 56 minuta

    151 pages of the Capital Markets Day presentation I have no position & couldn’t summon the wherewithal to read it🙄 I’d be most interested to hear the Q&A though

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  2. prije 4 sata

    after all that I missed it & the video isn’t live yet😡...anyone else see it?

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  3. prije 4 sata

    +0.4% today 3✅2❌ was the days biggest mover🙄huge volume dspp is ~best commentary source on 👇 I’m holding my 0.8% of folio position ☹️ today’s RNS is neutral imo No trades today as per but tyre kicking ongoing on various watchlist candidates

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  4. prije 13 sati

    I see have a new note out available on ...👇

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  5. prije 13 sati

    Trading Update and Planned Share Buyback So...my key takeaway from this is they’ve no steady state business & are flailing around looking for one..🙄 The share buyback that isn’t yet one & may never be one is just plain woeful IR imho

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  6. prije 14 sati

    Hurricane Energy PLC: Operational Update Lots of changes...I’m hanging on to my 1% of portfolio holding to let it teach me something...anything...about investing in my circle of competence Eg I’d not heard of ‘perched water’ until mentioned it

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  7. prije 14 sati

    Thx Mike...always good to have an informed opinion in the house👍

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  8. proslijedio/la je Tweet
    prije 21 sat

    Tech companies that parade their 'FCF' while failing to mention that they are paying a material portion of their employees' compensation in stock, are misleading investors about their underlying economics. They are effectively including the proceeds of stock issuance in FCF.

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  9. prije 14 sati

    reads like some mealy mouthed half arsed profit warning to me😳 Victrex PLC: AGM and Q1 Interim Management Statement Ex holding of mine...needs to get growing fast to justify valuation imho

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  10. prije 14 sati

    shareholders will be curious as to why mgt feel the need to spend money with non independent consultants to address basic issues that they are arguably all paid to know about as a basic prerequisite of their fulfilling the function on their business cards🤔

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  11. prije 14 sati

    I will be tuning in for this...let’s hope the analysts in attendance ask the Q’s that ⁦⁩ raised so the company can give an appropriate response🤔

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  12. prije 14 sati

    they’ve basically put their towels on all the best sun loungers🤔 On the Beach Group: AGM Trading Update

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  13. prije 23 sata

    Great analysis by one thing worries me ‘span of control’ ..pace & geographic spread of acquisitions is utterly mind blowing...Andrew Day is convincing but the track record of speed dating global acquisition vehicles is mixed...at best

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  14. 5. velj

    I’m sensing something is going on here...investor letter is a week late ..but always a fascinating read

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  15. 5. velj
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  16. 5. velj
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  17. 5. velj

    👇 this needs a wider audience...when a company shoots the messenger the message has added importance

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  18. 5. velj

    +1.8% today 3✅1❌ looked spritely...so much so that it outran a modest top up limit order I placed pre -open to soak up some cash I’d overlooked 😡 In other news on the subject of Short attacks Bryce Elder is always worth a read👇🙂pithy snarky✅

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  19. 5. velj

    I’m guessing he’ll have a little more time for touring now🤔

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