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I’ve belatedly found the Liberum note post the results..so I’m ploughing through that..

Hi Paul I’ve belatedly discovered this thread ...I’m a recent aquirer of FFI Holdings (LON:FFI) stock at a gnats over 30p a share for a small 1.4% of portfolio position & I’m delighted to see you’ve done some donkey work on analysis The interest to me is the ‘bombed out IPO’ syndrome where it appears that babies are being chucked out with bath water just…

Thx Carcosa That’s a really useful detailed summary...I particularly like the counterintuitive aspect that higher fuel costs accelerate fleet renewals thus assisting aircraft lessors Cheers

At this point as a shareholder I want IQE (LON:IQE) to do exactly what it is doing...ie going flat out to capitalise on their leadership position by continuing targeted Capex , broadening their customer base, commercialising their wider IP assets into new high growth areas..and as a result I expect them to enjoy rapid growth for years to come. The share price willl progressively/ultimately reflect…


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