Member Info for lordloadsoflolly

Wigwammer - it may eventually be an opportunity, it may just be an old banger. Only time will tell.

But to thank the very outfit that trashed the share price - without any firm evidence it'll ever come good - is frankly bizarre.

Wigwammer - look at the share price chart since April. Looks pretty much like a car crash to me.

Wigwammer - surely that only makes sense if you think Lanstead's "help" isn't going to last much longer.

Otherwise it's a bit like thanking vandals for smashing up your car, thereby allowing you to buy it back on the cheap as an insurance write off. Only problem then is you own something that's beaten up & worth diddly squat.

Aquae - I can see we're not going to agree on this one.

To me, a BB is very different from a sponsored/paid for business PR vehicle.

From the (admittedly little) I read of elrico's "analysis". it struck me as full of confirmation bias & short on searching questions or any hard financial facts. Some of the past interviews with SOH were more bromance, less hardtalk.

Anyhow, you carry on reading the lemming stuff - that's entirely your prerogative. But I continue to believe this association (& even more especially, the one with TW) significantly undermines SOH's credibility & makes him look commercially naive frankly.

So basically your AI robot tool told you IQE's share price could either go up or down.

How useful!

Aquae - I agree with all that & I never said anything’s wrong with family businesses. Indeed, I run one myself.

What IS wrong however is to give certain individuals snippets of potentially market-sensitive info ahead of others, asking them to communicate it to the wider public as they see fit.

And if the info isn’t market-sensitive, why bother giving it out at all, as it’s not going to change things anyhow.

SOH normally ignores investor questions at webinars simply because he hasn’t got any good answers. Sure, he’s not the most inspiring communicator, but he IS perfectly capable of putting messages across. It’s just not usually the message investors want to hear, as he consistently over-promises then subsequently has to row back.

Aquae - I’m afraid I don’t buy their comms strategy at all.

If they have something worth saying to investors (or potential investors), be professional, swallow the relatively small cost & RNS it. If it’s not worthy of an RNS, it’s unlikely to move the dial anyway, so really isn’t worth bothering with at as ll.

Using some random father & son PR (aka “analysis”) outfit to supplement your RNS’s just makes you look unprofessional, cheap & dodgy IMHO.

Milab - a lot of peoples’ share price predictions have been VERY wide of the mark.

At the beginning of this week, several on here were predicting late 20s/30s by now. Some were even wilder.

It’s bonkers saying they were right and the market was wrong. The market price is all that counts. Sure, it’s unpredictable, which is why it’s utterly pointless making these baseless predictions in the first place.

Just ignore them, go with your gut, exercise patience & eventually you’ll find out how good (or otherwise) your personal instincts were.

Thanks TheWigster - as you say, broker notes & share tips normally only have a shortlived impact. So quite surprising this has lasted so far. But not complaining!

Anyone got any thoughts as to why Opti's share price has almost doubled in the past month?

Looking through recent RNS's (including final results on 28th June), I can't see any obvious reason & wondered if others can?

Jules - thanks for the advice. Soooooooo useful.

I'll be permanently staring at the sky today, waiting for that loose nut to emerge from the stratosphere.

Loose nut. Hmmm, now who does that remind us of? Maybe someone who suddenly started posting senseless, unsubstantiated share price predictions on here which will doubtless prove woefully wide of the mark?

Most rational investors will see straight through these random share price predictions & endless top up posts.

The only real things that'll significantly move the share price are a) drilling updates or b) if the current volume sellers let up

Drilling updates are just as likely to move the share price dramatically down as up. So my advice would be to ignore the noise, weigh up the odds and if you can afford to lose pretty much all your money (in return for potentially doubling or trebling it), then by all means hang on or buy in. I made just one purchase around the 18.5p mark, have no intention of adding to it and am realistic that it remains highly speculative & could go easily go spectacularly Pete Tong.

Funny how people always post saying they've added more, yet few ever announce when they've sold.

The fact is, any real (or imagined) small PI buys are currently being drowned out by one or more chunky sellers. You only have to look at the share price trajectory at the moment to see that.

Personally, I take any "just topped up" posts about as seriously as someone talking with helium in their gob.

And before I'm called a deramper, I am a holder here. But I haven't topped up, as I'm only willing to gamble what I've already invested here. And Hex IS still very high risk, whatever others might say or think.

Due to be declared next Tuesday (13th).

I predict 7.5p

I don't think there's any mispricing going on.

Sure, Tek may eventually re-rate if it can show one or more of its holdings has actually made a significant return for investors. And we're not just talking a paper profit either - they'd actually need to crystallise the gain.

But until such time, it'll continue in the doldrums IMHO.

DonCoxothe1st - no tweets simply means nothing new to report.

They are ALWAYS very keen to enthuse the moment there's even a glimmer of positivity. Nothing will change that.

Not that I'm knocking it. Whilst their comms may be repetitive & over-excited at times, that's better that than no comms for months on end (which many other companies excel in)!

Lordmakealot - and the reason nobody's buying is cos Tek has consistently failed to demonstrate its business model can generate any return for investors. Tek was meant to be an incubator. Not a long term wet nurse.

I believe SOH said he wouldn't prioritise any deals with the NHS, as they took ages to come through and were low margin anyway.

Shame if so, as the volumes this could have generated assuming it's rolled out are huge.

I've just submitted the following questions for H&T's 20th August webinar:

1. Stripping out your Maxcroft acquisition, H1 pledge book capital growth was flat - presumably due to higher than expected redemption rates.

Despite this, your update said trading was in line with expectations. Does this mean Directors believe the company has gone ex-growth? Or are they anticipating a significant resumption in pledge book growth for H2 & beyond?

2. With the exception of Chris Gillespie, Director shareholdings remain low. Does the Board have any concerns this might deter potential new investors?

3. Last year, retail trading in the pre-Christmas period (notably December) was below market forecasts. This led to a peak-to-trough share price decline of over 25%, from which we've yet to fully recover.

What measures are in place to prevent any recurrence of this?

Unless they're day traders (in which case, SMT surely isn't the best investment vehicle), I don't think you should pay much attention to one day price movements (up or down). Particularly when global markets are as jittery as they have been today.

If anything, today's weaker than expected US job & unemployment numbers pretty much guarantee an interest rate drop there next month. Which should be good for shares generally - and the sectors SMT holds in particular - especially if it's the start of a long term downwards interest rate trend (which it almost certainly will be).

Excluding dividends, SMT is still up almost 15% over 1 year & 49% over 5 years. Not great admittedly, but not a total disaster either. Screen out one day, even one week or one month white noise and take a long term view. And if that's still negative, fair enough - go ahead & sell.