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galumay's latest activity

  • galumay
    galumay replied to the thread CCP - Credit Corp Group.
    Great articulation of your thinking @Value Hunter, not the way I think about valuation, but I am always happy to hear arguments in...
  • galumay
    galumay reacted to Value Hunter's post in the thread CCP - Credit Corp Group with Like Like.
    I am not buying at current levels as I am of the same opinion as Galumay however I continue to hold and think the stock is far from...
  • galumay
    galumay reacted to Knobby22's post in the thread CCP - Credit Corp Group with Like Like.
    I had a huge win riding this company up from about 10 years ago and sold my last tranche about 4 years ago. I do love the management...
  • galumay
    galumay replied to the thread CCP - Credit Corp Group.
    Fair call @Knobby22, I wouldn't be a buyer at present prices either. Based on past experience there will be opportunities to add at a...
  • galumay
    galumay replied to the thread CCP - Credit Corp Group.
    Good work, @finicky, getting my CCP shares back up to where they belong! Seriously, this is one of those businesses where you should...
  • galumay
    galumay reacted to finicky's post in the thread CCP - Credit Corp Group with Like Like.
    Despite the pullback today, Credit Corp 7th best mover on the S&P/ASX 200 for the week. Bloomberg Not Held
  • galumay
    galumay replied to the thread APX - Appen Limited.
    There is no profit, just losses. Revenue dropped. There is a reason they are picking Shareholder's pockets.
  • galumay
    galumay replied to the thread APX - Appen Limited.
    LOL! Labour hire business taps shareholders for funds to stay afloat, waffles about "AI" to try to distract the market.
  • galumay
    galumay replied to the thread JYC - Joyce Corporation.
    Well regardless of my reservations about the result, I gratefully accepted the Final & Special Divvies into my account today, 5% thank...
  • galumay
    galumay reacted to finicky's post in the thread CDA - Codan Limited with Like Like.
    @galumay, I waver as to whether I take a weak interest in what the brokers are publicly saying. Cynicism is the rational reaction with...
  • galumay
    galumay reacted to finicky's post in the thread CDA - Codan Limited with Like Like.
    Fwiw Codan Rated New Hold at Bell Potter; PT A$16.90
  • galumay
    galumay replied to the thread CDA - Codan Limited.
    Well that is either a strong buy or a strong sell, just have to work out which one.
  • galumay
    galumay reacted to finicky's post in the thread CDA - Codan Limited with Like Like.
    Yippy ki yay - offer completed @ 16.32 Watch for a while. Held Reducing
  • galumay
    galumay replied to the thread EZZ - EZZ Life Science Holdings.
    Sold out today at $4, i really like the business but its 8x in 7 months since I took a position and the price has just run so ahead of...
  • galumay
    galumay reacted to qldfrog's post in the thread GYG - Guzman y Gomez with Like Like.
    https://www.afr.com/markets/equity-markets/guzman-y-gomez-ipo-backers-sell-stake-as-stock-joins-asx-200-20240924-p5kd44 Proof in the...
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