Member Info for lordloadsoflolly

Trek - in an earlier post, you very sensibly said:

"Investing is easy just 2 rules. Rule 1 protect your capital. Rule 2 see rule 1!"

Yet today you're saying:

"Not sold any and I hold a substantial amount. I am defo an idiot...."

Why the abrupt change of tune? Have you become an idiot overnight?

Or is there a valid reason why you're now prepared to leave your full holding exposed, instead of following your own more cautious advice?

Troajan - you DO realise nobody believes all those "incoming ... cheeky little top up" kind of posts.

So maybe time to call it a day. Ta.

Adamskinner - how do you know “those who don’t want the ‘risk’ have sold”?

That may be your opinion/hope, but it’s also total speculation.

Don - At time of writing, 1.384m shares traded today (out of approx. 123.57m shares in issue).

What a bizarre comment from Bazzaman!

Adamskinner - arguably we're not there yet though.

Two trades - each of 50,000 shares - went through at 10.08am today.

Admittedly it's unclear whether these were sells or buys though, as the strike prices were 18.719p & 18.78p respectively. Maybe more likely buys, given how the share price jumped less than two minutes afterwards?

BlueSky - whatever the seller's position, Hex is lower so far today. Which is disappointing, but somewhat predictable of late.

The price often rallies later in the day though, so we won't write Wednesday off just yet!

Don - true.

However 3 blocks of 25,000 shares each went through just after 9am today.

I don't think you can safely rely on hearsay from some geezer on X as to whether a seller has finished offloading. I hope it's true, but it is just rumour.

Rathunter - I didn't mean to undermine you with my TR1 comment.

The thing I struggle with is that Oberon (or anyone other than the seller themselves) would feel at liberty to announce that they'd finished selling.

Perhaps you could explain who exactly said that? And on what authority?

Rathunter - thanks, but a TR1 isn't designed to let others know when you've finished selling.

It's a legal document that has to be completed when a % threshold (up or down) is breached.

Cheers ShareInvestment - would holdings of Execution only clients still be reported under TR1?

Or would it only be the proportion of any holding over which Oberon has direct control?

Thanks ShareInvestment. Perhaps you could shed more light on Oberon for the rest of us.

Do they manage funds for themselves? Or are they purely a broker for self-select clients, each of whom would make their own decision on buys & sells?

Art123 - between 30 July & 8 August, Oberon have gone down from 10.694% to 8.71%.

By my calculation, that's just under 2.5m shares they've sold in those 9 days.

Oberon's original holding on 11 April was 11.422%. They increased again to 12.065% on 13 June which represented the peak. So they've offloaded just under 28% so far.

Who knows whether they're done yet. I doubt it somehow. If they're going for a totally free ride, they'd need to get their holding down to around 6% (assuming their average share sale is at double the 10p IPO price).

Cm22 - in a way, Lucyd IS still reliant on Tek for funding though.

It has to keep doing placings which Tek is paying heavily for in terms of dilution.

Lordmakealot - could have sworn you posted you ARE already invested here!

As for Lucyd, "Tekcapital's percentage ownership has been reduced as a result of Innovative Eyewear Inc raising approximately $6m during 2024. Tekcapital views the enhanced balance sheet of Innovative Eyewear Inc. as a positive development for the Company as it strengthens its competitive position."

Yeah right.

This is what happens when Tek forgets it was meant to be an incubator, not the long term bank of mum & dad.

Now see why I've been banging on for ages about reducing holdings at IPO stage & rewarding investors via special dividends then? Rather than holding long term & being diluted to semi-obscurity.

Lucyd’s strong sales growth is certainly a positive, but it’s burning through the cash with all its NPD.

Ages ago I said my main fear was that if smart glasses started to take off, big tech with its infinitely deep pockets would muscle in & eat small players like Lucyd for breakfast.

YOY growth has been impressive, but quarter to quarter it’s stalled. That’s a worry and I suspect Lucyd will never gain enough traction to make a decent profit.

I like the safety glass concept though, which strikes me as a bit more left field. They could just steal a march over the competition there by securing a few meaty contracts in the construction/healthcare sectors. Need to get a move on though - big tech never sleeps!

Wigwammer - wrong guess on both counts I’m afraid. By some considerable margin.

No point wasting any further time on your irrational nonsense though. Filtered.

Wigwammer - not sure how you reach that conclusion.

No point arguing with you. You've no idea whether I'm currently even a holder of IMM. Yet you claim to know the price I bought at. What a wally.

Swazers - looks like you're a bot too.

Nobody cares about your tool, you tool.

Swazers - ok, so basically you're a sales agent for some total tool that doesn't show you anything useful (other than that IQE's price might go up or down).

Well at least that eliminates the "stays the same" option I guess.

No need to re-advertise thanks.