galumay
learner
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Latest activity Postings About
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galumay replied to the thread SXE - Southern Cross Electrical Engineering.Agreed, thats why we hunt for good businesses! My point is the future state of the general economy is unknowable and I cant control it... -
galumay replied to the thread WTC - WiseTech Global.Yup, if I really twist the arm of my model and make some very optimistic assumptions, I can get to about $60 valuation.
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galumay replied to the thread SXE - Southern Cross Electrical Engineering.I have no interest in macro and forecasting. Just buy good businesses and hold them, the rest takes care of itself. I have even less...
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galumay replied to the thread SXE - Southern Cross Electrical Engineering.I think thats reading far too much into the short term volatility in the share price of a micro/small cap business on the ASX! Its still...
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galumay replied to the thread SXE - Southern Cross Electrical Engineering.See below \/
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galumay replied to the thread FND - Findi Limited.LOL!! 4 years on and had someone held thru all of that they would be laughing at how wrong I was as it turned out! In my defence, I...
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galumay replied to the thread PRO - Prophecy International Holdings.Doh, I didn't get out after the EOFY results, a serious error. I knew from before I took a position the CEO Brad Thomas was dodgy, he...
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galumay replied to the thread ASF Issues, Errors and Problems.Yes, I use it all the time and had no issues with it on Safari.
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galumay replied to the thread AAL - Alfabs Australia.Strange, I have not looked at it before, but it looks like a lower quality mining services business, there are some really good...
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galumay replied to the thread CAT - Catapult Group International.So true, VH, over the years I have come to the view that its just better to pay up for the good business, good management combo.
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I totally understand what you are saying. At least the underlying business has attractive fundamentals. The old dilemma of business...
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galumay replied to the thread ADH - Adairs Limited.Why on earth?
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I do not own the stock as I do not have spare cash to invest but if I did I would certainly take a close look. Not really much you can...
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galumay replied to the thread FID - Fiducian Group.I looked long and hard at FID a few years ago, I see in my notes I wrote, "too exxy, buy if it gets down to $4" Of course it never got...
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galumay replied to the thread WBT - Weebit Nano.The ultimate narrative speculation! 0 revenue, about $5.5m cash burn for the quarter, or over $20m per year! Share count up about 50x in...
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