Member Info for LWHL

Not sure I follow you? SP looks fine on the live price and the RSI is now into oversold territory as well.

None of which means anything of course, beyond this exact moment in time.

They often seem to do that. No idea either. No need to give it any head space IMO.

The chart looks good, but short term, who knows?

Sold all I am going to, for now. Subject to the obvious caveats. Not a buyer in this range either though. GLA.

Fair enough, Stach. None of which changes the fact that people who are unduly influenced by commentators on these chat boards or other social media platforms, should not be investing their own money in the stock market. Which is none of the business of the state to interfere in, so some collateral damage may be unavoidable on this front.

Furthermore, the regulators should hit the boiler rooms hard when genuinely false and wilfully misleading comments are made - either to try and sucker people into buying, or selling, a particular name.

More importantly, the regulators should hammer the BOD's of listed names, who mislead the market...the all too frequent examples of forward selling etc.

But we must protect free speech at all costs. The remedies to the above problems must not lead to throwing the baby out with the bathwater - eg stifling honest debate and opinions made here, which in time may prove to be accurate or inaccurate, but which were made with sincere intentions.

That is the only way to make money on AIM. Never yet seen a profit when I have invested in these types of outfits.

Done quite well short term trading a few of them, and even this one has provided a few opportunities for those who were smart enough to see this name for what it is (of which I was not one of them!)

Might do similarly if we revisit the mid single digits and we get some of the pumpers back on here, but for now, given I already unloaded a fair slug a while back (at a loss), I will just leave what I have alone and focus on other names.

All of which are superior to this one. Which is the majority of the stock market. At the time of print, anyway. GLA.

Seen that before, all the way down here over the past couple of weeks, so too early to say IMO.

From this point, IMO we need to regain 97p-ish and at least hold it for a few days. Then we might be able to claim a floor of sorts is in place. Obviously the big one is around 103.36p, at the time of print.

Not all the shorts are going to want to pay the dividend, so that is something to also keep in mind as we get closer to 31/10.

It probably will not bother MW, but the others below the reporting threshold may feel differently.

Anyway, always fun to speculate while we wait to see what actually happens. GLA.

I still think we will see 70p -72p ish, before the update next week (or whenever it is) but depending on how many you hold/would have left after slicing, personally, I would take some off the table for a 30% profit right now.

I agree with your broader sentiment, and certainly hope for much more than 80p at some point, but not very short term.

I do not want to be fully, or even mostly, out of this one myself, because if the next update is good, then it could move fast as it often does. And then your 80p might happen in a flash.

But I will have dry powder at the ready, should it be weak, or slower than hoped for progress, to buy some more back etc.

Just my thoughts & GLA.

Depends if you count all the juicy little extras that the politicians get from nice companies and wealthy individuals, whose gifts are given with no strings attached, nor expectations of any kind :)

Stephen does remind me of a politician in some ways though. The bullish statements in the RNS updates make for an interesting contrast to the cold hard numbers in the same documents...

93.10 is not 93 :)

See if this does its usual thing of dropping in the afternoon, or finally starts to form a base, before hopefully rising as we approach ex div. GLA.

Getting very close to winning the gentleman's bet, more importantly :)

I have a stay of execution for now, by a tenth of a penny, lol.

Looks like a newly disclosed short position is the reason for the decline in SP. Probably increased today too. See what the short list shows then. GLA.

It bucked the wider market trend on those days though. Fairly low volume today, too.

Not suggesting this is a risk-free play, but to compare it with IQE is IMO like comparing apples and pears.

This one has solid fundamentals, rather than a long track record of jam tomorrow, non-delivery.

Vastly fewer shares in issue in TTG, too.

All of which can indeed change over time, but at the time of print, I think it is far too early to make quite such a bearish conclusion. Especially comparing it to IQE!

While the jury is out on TTG right now, you simply cannot compare it to IQE.

The less said about that name, the better (having dumped it a long time ago, but keeping a curious eye on their RNS's over the years since).

The revenues to date have not even interested the more adventurous, small institutions to come onboard recently, so no, certainly not in that kind of league. Wishful thinking, nothing more.

Stephen has never shown any regard for shareholders, apart from himself of course, and I cannot see that changing.

I would be happy to see him prove me wrong, but actions speak louder than words and the track record here proves the point.

And if he was going to prove me wrong, it would have already happened IMO.

Anyway, this is AIM, so maybe it gets a pump again at some point. More likely than seeing this finally deliver shareholder value.

Come on Stephen, this is a bet I would love to lose :)

I am no fan of PE and agree with much of the rest of the statements you have made.

See, I do not buy that argument. As I said a while ago here, had the BOD bought a decent slug of shares after the last update, say a couple of hundred thousand shares at least, then I really do not think the SP would have dropped below 100p.

Maybe 110p-ish range. I also think it would have given the shorters pause for thought. They might not have even taken the risk.

But they did not and we are where we are.

Ultimately, a company succeeds or fails by the decisions of their BOD's. I obviously do not think this name is going to fail (fingers crossed naturally!) but this price weakness is on them, not the shorts.

Misprint, or fat finger trade perhaps.

While not a shorter myself, I have to disagree with that statement.

They are only looking to achieve the same thing that we longs are. Namely to make a profit.

The ones who spread lies and misinformation to achieve their goal of closing their short at a profit, are basically the same as longs who do the same thing in the opposite direction.

You could certainly argue that both are immoral, but none of that should influence the decision making of anyone who chooses to manage their own portfolio.

In fact, anyone who does let it alter their plans, should probably give their money to investment managers, and stay away from stock picking entirely. Or put it in Bonds, or leave it in the bank account.

Individual choice. Individual responsibility. Every time. GLA.

The trouble is, even if SBTX does bag from here, will Stephen just raid the piggy bank in that one again, to pay himself another juicy bonus around Xmas time?

I can see a scenario where he ends up selling that one off entirely over several more increments, to continue this lifestyle outfit, then diluting this one with new shares when that option no longer exists.

Stephen has to start delivering a cash flow positive position on Opti products soon IMO, or the above scenario will be unavoidable. He really has had long enough now.

An activist investor would be great here. Founders have been removed from their own companies in the past, and he does not own so much of the business that it would necessarily be that difficult to achieve. It might even be the catalyst he needs to finally get things over the line, rendering such a manoeuvre unnecessary.

Interesting. That pretty much chimes with my target exit price (adjusted for the difference in some moving averages from when I charted it back at the time to now).

Depending on various things, I have not ruled out putting this back into the investment basket, but it remains a 'trader' for me currently.

IMO, they will need to give a very strong update in December for this to return to the 140's, especially in terms of showing they have got on top of labour costs and equally important, continued debt reduction, but I would not dismiss it out of hand either.

They have lost some of the market's faith right now, which is why we can buy at 94p and of course, potentially lower still.

They regain trust and absolutely would agree with you. It will take time though. Fingers crossed. GLA.

It is getting very close to my original buy order price (which, as is usually the case, I should have simply waited for, lol).

Hopefully the activist investor will help the BOD to get this back to where it should be soon...or get them out, to be replaced with people who can.

Still unsure of whether this is currently a genuine bid target, or what indeed might be a price that would tempt the key decision makers to run with it. Immaterial for now I guess. GLA.