galumay's latest activity
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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... -
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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galumay replied to the thread AHC - Austco Healthcare.Released a trading update for Q1 today, bit disappointing as it only mentions % increase in revenue, no numbers. They go on to post...
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galumay replied to the thread BRN - Brainchip Holdings.Just managed to keep its head above water with another dip into Shareholder's wallets. Today's 4C showing the capital burning continuing...
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actually it was the worry of sovereign risk ( another Royal Commission ) that swung me into buying KSL ( in small cautious buys )...
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galumay replied to the thread KSL - Kina Securities.Yep, why would you own one of the big 4, when there is a bank like this?! I probably should have kept adding, but its already a large...
