Member Info for lordloadsoflolly

RayPage - my quick summary would be:

* Some more promising, larger partners are now on board, likely to boost revenues significantly this FY

* Company still loss-making, but breakeven looking attainable next FY if things stay on track

* Sweetbiotix could be a game-changer, but remains jam tomorrow whilst discussions rumble on

PoorFarmer1 - do please give Tim a REALLY hard time. Oh, and do tell him from me he's a plank.

And if you could ask what's actually happening re: the Lupozor revised Phase 2/3 adaptive clinical trial & report back, it would be much appreciated.

Hard to believe that in all the interviews Tim's staged with ProactiveInvestor etc, no-one's raised this fundamental question. Presumably 'cos he told them not to ask anything awkward.

Elrico - try going back to the school playground - you’re sure to find someone your own size to pick on there.

Honestly, this board has descended into childish chaos, with Erico & TW + groupies spouting nonsense at us - even at each other at times.

IHNC - yes, I think that choice to accelerate was the main reason for this placing.

Also, their previous RNS was slightly ambiguous:

"Helix has commenced surveying of well sites for Production Well #4 and #5 to the south of Linda #1. Additional production wells will be self-financed through cashflow from the Rudyard plant".

You could argue "additional production wells" means any coming AFTER #4 and #5. Though admittedly, I don't think many interpreted it that way at the time!

AGM approaching…….should see more talk of novel insights & deals progressing.

Just a shame they never come to anything.

Sheffield & Avalue - thanks for your feedback. I hadn’t interacted with Ramsdens’ Directors before yesterday’s presentation, so my post was just a first impression.

It does look to be a “solid dependable business” and at several points yesterday it felt like I was sat in one of H&T’s webinars.

I did submit a question online (about pawnbroking seasonality), which to be fair was read out & answered.

It’s definitely a company I’ll monitor & the SP may well continue to get away from what I’d consider a sensible entry point. We’ll just have to wait & see!

PGlancy - filtered. Sorry but all this conspiracy theory stuff has just got boring beyond words.

Oh and BTW, every single investor DOES NOT support TW & Lemming. You might. I don’t.

Nor do several other posters here.

Bye bye PG Tips, bye bye.

“And I'd like to thank lordloads for putting me onto this a few weeks back. Just for the record”

That’s very gracious of you spantrout. Thank you!

I hope you haven’t followed ALL my tips though. Some have been right dogs sadly!

I seem to be on a bit of a roll just now though. First H&T (my largest holding) gets a takeover bid. Next, Hex appears to be waking up. Now all we need is for IMM finally to deliver (nudgy nudgy!).

Did anyone else tune into today's presentation?

As a non-RFX investor, but with a significant holding in H&T, I found it interesting how - proportionately - Ransdens' pawnbroking division forms a much smaller part of the whole.

Interestingly, they referred to the current gold price multiple times, saying their budgetary assumptions were that this would eventually drop.

Though Peter did also admit he'd got gold price assumptions wrong multiple times before! It backed up my view that a premium-priced takeover-induced exit from H&T when gold is at/near historical highs might prove to have been quite timely for shareholders. There again, gold could just carry on rising.....

The presentation also suggested Ramsdens SP had been boosted by H&T's takeover bid, in which case I suspect this may prove to be temporary. But again, who knows?

I found Peter's style confident (almost to the point of slight arrogance/complacency at times). Certainly a very different character from Chris G. He didn't feel FirstCash's takeover deal would have any great impact on Ramsdens. I'm not so sure. FirstCash is well funded and US companies have a tendency to be far more ruthless, expansionary & aggressive in their growth strategies.

Overall, it reinforced my view that there will likely be better entry points for RFX some time in the future. The SP just feels a bit frothy to me right now, buoyed both by the high gold price & (to me, unlikely) takeover speculation.

Not to detract from the business in any way, as it does come across as tightly run with a higher ROCE than H&T ever managed.

Did anyone else tune into today's RFX presentation?

I found it interesting how - proportionately - their pawnbroking division forms a much smaller part of the whole business.

Interestingly, they referred to the current gold price multiple times, saying their current budgeting assumed it would eventually drop. Though Peter Kenyon (CEO) did also admit he'd got gold price assumptions wrong multiple times before! It backed up my view that a premium-priced takeover-induced exit from H&T when gold is at/near historical highs might prove to be quite timely for shareholders. There again, gold could just carry on rising.....

The presentation also suggested Ramsdens SP had been boosted by H&T's takeover bid, in which case I suspect it may prove to be temporary. But again, who knows?

I found Peter's style confident (almost to the point of slight arrogance/complacency at times). Certainly a very different character from Chris G. He didn't feel FirstCash's takeover deal would have any great impact on Ramsdens. I'm not so sure. FirstCash is well funded and US companies have a tendency to be far more aggressive, expansionary & impatient in their growth strategies.

Overall, it reinforced my view that there will likely be better entry points for RFX some time in the future. It just feels a bit frothy to me right now, buoyed both by the high gold price & (to me, unlikely) takeover speculation.

Dear Tigtig

Could you please ask your city chums when this is actually going to do something (preferably going in the right direction)?

Also, when are you returning? We miss you to the moon & stars - and back.

Friedman - OK, so you feel misled.

Why not either sell up or contact SOH direct to air your grievances? You've just been given his email.

Simply repeating your concerns here isn't going to resolve them. Plus it gets pretty boring for the rest of us.

Just saying.

Must say, don't think I've EVER owned a share before that's risen the same morning as a discounted placing.

Go Hex!

Must say, it's MUCH better now with JH confined to his little green box.

I presume it's him still, wittering on about his charts & technical data to which the rest of us poor minions sadly aren't privy.

Funny how they completely failed to predict a) the placing & b) the market's reaction to said placing.

We're in uncharted waters now JH.

Might as well just give up & make yourself a cuppa. Least that way you could try reading the tealeaves afterwards.

BillfromBristol - true, but the definition of madness is when you keep making the same mistake, expecting a different outcome each time.

They may have had to lower IPO prices to get them away. But that would have been nothing compared to the value their holdings have lost since floating.

JH - you say: "It wasnt a trading it was added in to LTH. Next question?"

So on behalf of Troajan, my next question is: Why would someone whose reaction to this morning's RNS was "Ouch" immediately buy more shares?

PS: Don't bother answering, as I've just put you in my little green box collection.

It's specially reserved for posters who make no sense. And in this case, interpreted his charts just yesterday as indicating: "IMho we see the low from this pull back tomorrow or Friday, 18.5 first support 17.75p second support."

Bye bye JohnHenry, bye bye.

Camkite - it's also why Tek should have significantly reduced their holdings at IPO stage as I've said for years.

Instead, they've held on & seen their stakes significantly diluted whilst they're forced to continue their bank of mum & dad role.

Wildtiger - did you dream all that?

Or did ChatGPT do it for you?

PompeyM - kind of you to apologise. And thanks for the answer, which I agree was probably their reason for doing this.

I still find it slightly odd they haven’t decided the 5th well location in advance. But they clearly know what they’re doing, so not a huge concern for me.

IHNC - just now you posted “We had 6 months to buy in between 12 - 15p (and most of us did) .... better to be in the hands of people who are more likely to hold on than fickle traders IMHO”.

I think this totally misses the point. The SP will constantly vary as more news comes to light which either adds or decreases the risk / potential of a company. When the SP was in the 12-15p range, that potential was obviously seen as lower.

Still doesn’t preclude them offering a placing to PI’s subsequently. I, for one, would have bitten their hand off at 16p. As it is, I had to pay just shy of 19p in the open market yesterday. And that was pretty much at yesterday’s low, seeing as some peeps had clearly already got wind of the placing.

Not all PI’s are traders. Just as not all billionaire private families are long term holders.