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galumay's latest activity

  • galumay
    galumay replied to the thread PNV - Polynovo Limited.
    No mention of earnings or margins! I wonder why?!
  • galumay
    galumay replied to the thread EML - EML Payments.
    A favourite of the micro/small cap fundies, another dud! They really seem to be able to pick them, negative correlation indicator!
  • galumay
    galumay replied to the thread PME - Pro Medicus.
    So a contract worth $4m per year, with a company 'worth' $15b, but given the PME effect it will probably go up in market cap more than...
  • galumay
    galumay reacted to finicky's post in the thread CDA - Codan Limited with Like Like.
    Small volume but .. it's baaackk DAILY
  • galumay
    galumay replied to the thread CDA - Codan Limited.
    Bugger, time to sell again! Seriously, would love to see the research & analysis that drove a recommendation to buy CDA at $15:50...
  • galumay
    galumay reacted to finicky's post in the thread CDA - Codan Limited with Like Like.
    FWIW Codan Rated New Buy at Goldman; PT A$18
  • galumay
    galumay reacted to divs4ever's post in the thread VMT - Vmoto Limited with Like Like.
    as a former holder they were nice enough to whittle down my holding to an unmarketable parcel ..and then buy-back those unmarketable...
  • galumay
    galumay reacted to divs4ever's post in the thread VMT - Vmoto Limited with Like Like.
    i bought in fairly early thinking they would assemble in China and/or Thailand and sell to South-East Asia ( and i thought...
  • galumay
    galumay reacted to peter2's post in the thread VMT - Vmoto Limited with Like Like.
    That's what I thought at the time. Selling elec scooters to China, where's there's stacks of competition? Bone headed idea. Then they...
  • galumay
    galumay replied to the thread VMT - Vmoto Limited.
    Exactly, @peter2 , which makes blaming the market all the more silly.
  • galumay
    galumay reacted to peter2's post in the thread VMT - Vmoto Limited with Like Like.
    Management have failed to get this business going for years. Very similar outcome to all the bike hire companies that litter the cities...
  • galumay
    galumay replied to the thread VMT - Vmoto Limited.
    Gorne now @rcw1. There was always a whiff of something dodgy about this company, I looked at it a couple of times over the years but I...
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  • galumay
    galumay replied to the thread AHC - Austco Healthcare.
    Well management ignored me! And now we have an update with Revenue numbers, but also bull**** earnings. So I am still unsure how I feel...
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  • galumay
    galumay replied to the thread VYS - Vysarn Limited.
    Interesting side note in the announcement re the completion of the acquisition of CMP, the deal with Sydney Water could be significant...
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  • galumay
    Another lazy $100m. If this were PME it would double on news like this!!
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