galumay's latest activity
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Its insulting to BHP to compare it to Nextdc. BHP is a cash generating machine and any problems BHP has had have been caused by... -
galumay replied to the thread NXT - NEXTDC Limited.I dont understand why anyone would risk capital on this dog. Billions of capital spent over the last 8 years, for no return at all, just...
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galumay replied to the thread EZZ - EZZ Life Science Holdings.....and up nearly 25% for the day! Up nearly what I paid for them in one day!
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galumay replied to the thread EZZ - EZZ Life Science Holdings.As expected, a smashing result for EZZ in 2024. Some details I want to look into, but very happy with the headline numbers. Ok...
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galumay replied to the thread JLG - Johns Lyng Group.Why?! I havent really paid it any attention lately, but the headline numbers looked ok.
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Wow, marked down $1.50 or 27% in opening trading Price $4.07
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galumay replied to the thread EVZ - EVZ Limited.$EVZ with a solid year, while I am generally happy with progress, the negative cash flow is a concern, but hopefully that will turn...
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galumay replied to the thread SDI - SDI Limited.SDI with a good FY 2024, as expected. NPAT a bit stronger than guidance. Would have liked to see them reduce/stop dividends to help...
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galumay replied to the thread FFI - FFI Holdings.I am generally not a fan of DRP's due to the effect of dilution. But, yeah, means a new home has to be found for the capital. In my case...
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galumay replied to the thread FFI - FFI Holdings.FFI, this is the sort of business I love owning. Annual report is 18 pages! No photos, no bull**** earnings, just the financials and...
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Actually, just went through my primitive valuing process and based on FY24 bottom line results alone the share price is about right now...
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It's harder for some to stomach, but a ~15% SL works ok for me on most apart from spec turds. Coincidentally, the average daily lead in...
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even on a short term, I bought at 82c on the 12/08, only to see a SL trigger at 76c the following day, a 8% loss and now at 1.40, 10...
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galumay replied to the thread APX - Appen Limited.Hard to see anything but more capital being burnt here, no doubt retail shareholders will bear the brunt again.
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I don't know much about the company, I've only traded the shares on a purely speculative price action basis, but to me it sounds like a...
