galumay's latest activity
-
galumay replied to the thread XF1 - Xref Limited.Indeed, poor old Harvest Lane, the only thing that could bring their arb play undone was a group of shareholders prepared to shoot their... -
fun n games Alex Waislitz has swooped on ASX-listed workplace software firm Xref a day after helping scupper a $41 million buyout of...
-
galumay replied to the thread CDA - Codan Limited.Weird that my dodgy arse, back of the envelope, valuation should be similar to your highly sophisticated, professional and ADVANCED...
-
@galumay I am able to confirm your $10 or so valuation with my own advanced technique.
-
galumay replied to the thread CDA - Codan Limited.Really just shows how idiotic people like Morningstar are. How could anyone calculate a fair value down to the exact cent.? Moronic...
-
I too have been taught a lesson over the years. I try to have an out for little or no cost/risk mitigation strategy. Free carried on...
-
galumay replied to the thread WBT - Weebit Nano.I know what the payments are for, not sure how you view that as a positive, its more of a negative than i it had been real revenue! You...
-
galumay replied to the thread AKP - Audio Pixels Holdings.Still in suspension, but posted a 4C today, same commentary as they have opened with for about 15 years. Just shut this fraud down for...
-
-
galumay replied to the thread WBT - Weebit Nano.Ooofph! $13m in negative OCF! (excluding the gov. grants) Lucky they tapped SH's for $50m or its a dead duck in 12 months. Its on life...
-
galumay replied to the thread CXZ - Connexion Mobility.One concern is the drop in gross margins, COGS is up by nearly the same amount as revenue which is not talked to anywhere in the...
-
-
galumay replied to the thread CXZ - Connexion Mobility.H1 2025 results released, not bad, OCF down bigly which Aaryn explains is due to timing of receipts so revenue growth is not reflected...
-
-
galumay replied to the thread EVZ - EVZ Limited.Strong 4C for EVZ with a positive trading update. Points of note, all costs reduced relative to previous quarter, cash balance back up...
-
-
galumay replied to the thread PRO - Prophecy International Holdings.Well I am still a SH, as it made no sense to sell such a small position, they have sent the right signals about dealing with the dodgy...
-
-
galumay replied to the thread CCP - Credit Corp Group.I love how brokers getting their expectations wrong leads to the Company's share price being impacted negatively! CCP were spot on with...
-
galumay replied to the thread CCP - Credit Corp Group.CCP looks like a good result on first scan, in line with guidance, improvement in the US, of course looks particularly good in...
-
