galumay's latest activity
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galumay replied to the thread BSA - BSA Limited.Certainly was, never got the love for it from NAOS and a couple of other small cap fundies. It was a tiny player in the NBN world, as a... -
Another galumay special that I have only now come across. Doesn't look overvalued despite its high p/b multiple, but for me another one...
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galumay replied to the thread HIT - Hitech Group.A good H1 for HIT, good cost management increased profits on flat revenue. FCF took a hit with a significant change in working capital.
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galumay replied to the thread PME - Pro Medicus.Honestly, none of what you said there makes sense! I will give up, its off topic now and nothing productive is going to come out of the...
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galumay replied to the thread PME - Pro Medicus.Well they are fooling themselves, they own exactly the same proportion of the company regardless of the split. The value and price of...
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May I respectfully suggest that the coffee drinkers switch to freshly squeezed OJ.
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galumay replied to the thread Coffee price.No!
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galumay replied to the thread PME - Pro Medicus.I have no idea who Jun Bei Liu is, but commentary like that is really just irresponsible, it just fuels FOMO and other irrational...
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galumay replied to the thread PME - Pro Medicus.Too early to see if its actually an investible business IMO, share count is a worry, looks like they had a consolidation then a massive...
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galumay replied to the thread PME - Pro Medicus.Certainly wildly overpriced, but no doubt its a fantastic business with great execution. For me its a reminder why its so important to...
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3 February 2025 Interview with Dr Sam Hupert, CEO Pro Medicus Limited First half results Implementations and Contract trends ...
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Market Matters commentary today on Reece - wait and see stance. Still way too expensive for me on current multiples and stingy yield...
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Yeah , there are those many times when you have to admit defeat and look elsewhere. Another one that just got away . The difference...
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galumay replied to the thread REH - Reece Limited.I get what you are saying @finicky, but its one of those businesses that you have to pay more for than you would usually be comfortable...
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galumay replied to the thread CDA - Codan Limited.Bit late to the party. @Assasin, that post was made 15 years ago!!
