Apologies...but YELL...
Posted: Thu Apr 26, 2012 2:00 am
anyone got any thoughts on this?
Yes I know £2.(whatever) Billion in debt
Some outdated paper advertising brochure
Shorted to the max
Global economy
Competitors both small and very large
Blah blah
etc
But
mkt cap about £90M and spending an equivalent on advertising
Debt serviceable for a while yet - 2014, I think
Some interesting acquisitions and partnerships (inc Microsoft)
Revenue many multiples of mkt cap
Good cash flow
Yada yada
etc
Not looked in detail in a while but always attracts my eye every now and again - not often you get 500% leverage on a company with such a small mkt cap (although that has burned me a few times). Not even checked what the rise yesterday was about, but it does love to spike every now and again...
Yes I know £2.(whatever) Billion in debt
Some outdated paper advertising brochure
Shorted to the max
Global economy
Competitors both small and very large
Blah blah
etc
But
mkt cap about £90M and spending an equivalent on advertising
Debt serviceable for a while yet - 2014, I think
Some interesting acquisitions and partnerships (inc Microsoft)
Revenue many multiples of mkt cap
Good cash flow
Yada yada
etc
Not looked in detail in a while but always attracts my eye every now and again - not often you get 500% leverage on a company with such a small mkt cap (although that has burned me a few times). Not even checked what the rise yesterday was about, but it does love to spike every now and again...