STTrading weekend thread 3rd and 4th May 2025, page-21

  1. 1,975 Posts.
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    ABV a good 4c Ammie, MC 35m, PE 21, Rev/mc multiple of 1.5 with growth of approx 30%, ebitda & npat > 30% QoQ. good IP.
    Good relationships (Toyota one) and strong run way bal of CY25, won't appreciate like WA8 but risk profile benign.
    Making it's 3rd attempt to break resistance at 9c. (garage holds).

    CU6 had a good Friday, girls are all set last week on your 'next TLX' call, even got a pip squeal over the phone from daughter, told her it's a bio so its going to bounce around a bit but don't think the advice got through. Once the young girls go into 'pip squeal mode' hard for rationality to penetrate I've noticed,

    DXB old garage fav, the boys hold on basis the components of the combo already tested, don't even know why it needs FDA approval. just inject some old white guys down florida way, stand back and watch what happens, do a head count end of 6 mths and if numbers balance out let it rip on the market, if we lose a couple their only OWG's, it's 2025 after all not the most popular subspecies going around.

    Not a big election fan, not too keen on disingenuous people talking at me for 5 weeks non stop. saw some dylan above, here's another, seems appropriate.

    Last edited by roberter1: 04/05/25
 
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