Member Info for LWHL

I honestly have no idea. A vertical rise would suit me of course, lol, but I would actually be quite happy to see a slight pull back, maybe to around 62p ish, and then another solid base form over a week or so, similar to that which happened during the first couple of weeks of May.

Still a long way from the level that I hope to be making my next decision on though.

Not a buyer at these prices either (although IMO the chart looks good), so it is a watching game for me right now. GLA.

A range of prices between 150p - 200p, from memory (not one that I dwell on to be honest!)

Yeah, I basically realised too late that geopolitical games were going to trump reason and pragmatism, and so got out later than I should have.

Did not take me long to conclude that moving to that exchange was going to be an almighty hassle, and not one that I was ever going to feel entirely comfortable with, being the small western pawn that I am, lol.

I basically thought at first 'give it time and it will blow over'. Did not anticipate the SWIFT decision. But when they did take this policy decision, I did correctly anticipate just how financially harmful to us in the West it would be.

I had a feeling it would be great for India and China. And so it has.....some might conclude. Naturally I have no opinion in either direction, myself :)

Oh, and I am pretty sure that I was not the only person here who chuckled when the news that Vlad blew up his own pipeline was commissioned across our MSM. What an illogical decision to take that was, ahem.

The only thing left unanswered of my predictions back at the time of SWIFT is whether 'we' do end up essentially stealing those frozen assets. Anyway, I'm getting off-piste somewhat now.

As for the royalty companies, never pulled the trigger, although did like the look of some of them, including Wheaton and Metalla. Just never felt they were sufficiently under-priced to take positions.

Anyway, hope everyone is enjoying this delightful weather. Have a garden party to attend shortly, so better get going. Let's see what next week brings for the PM prices and FRES et al.

Oh, I will be loading up (further) on PM stocks if we see a similar crash in paper silver prices. Agree the 'real' market is, and IMO will always remain, entirely different (more expensive).

Probably offloaded and trimmed a few of my other miners prematurely, but was extremely overweight this space and wanted to increase the dry powder too.

And in the main, other stocks that I bought with eg Newmont and PAAS profits, have provided a similar percentage return at the time of print.

Given the amount of inside selling seen in Newmont, late last year I think it was, I really had doubts, as I bought up those lows when they had been dumping at higher prices!

Longer term and with the macro stuff in mind, commodities are likely to be the place to be in the next decade IMO, although what a rubbish era to live through in the main, as we (hopefully) transition from these weak men to strong men (to bring back the good times etc).

He has made a fortune in his career, winning some big bets (he himself calls himself a speculator). Buying early in some cases I guess, but presumably adding and then selling some or all, of his various positions at far higher prices. No different from what the rest of us look to do.

I assume he lost a chunk on Poly. I did. That is still the best PM miner in the world, in all probability. So he does not win every time. Why free? To generate new clients and because some people like the sound of their own voice and being on centre stage. Not a criticism, just the way some people are. Leaders and followers etc.

There is still insignificant institutional involvement in the miners (although that might be changing - need to see the next round of US filings when they print, especially in PAAS). FRES unchanged from what I can see.

Didn't Andrew Maguire expose the major bank spoofing that led to eventual action against that bank?

As for those other youtubers: IMO they have some good guests on their shows. Often the type that are not given a platform in the MSM.

Sure, in some cases they softball guests (presumably to satisfy key sponsors), but IMO the quality, and quite frankly the integrity, of MSM is generally not superior to these alternative platforms.

As to whether the silver price has bottomed already: well, we shall see. Heard that one before. As I said the other day, the chart looks really bullish right now, but that can change quickly.

And as we all know, we buy and we sell at our own risk. Anyone who does so off the back of youtubers or even anon people on these chat boards, well, it does not change the level of personal responsibility one bit.

I had not been watching this one much on Friday, but yes, good solid week I agree.

Subject to the obvious caveats, I am going to set some more small buy orders next week, in case we continue to trade in that little 101-102p lower range.

Would expect to be closer to 110p or so in the dividend run up, but who knows?

Still barely a medium-sized position here, so will be able to further add if we get a market sell off and return to low 90's type of event. I just like the 'feel' of this one right now. Famous last words no doubt! GLA.

Well, I have found using a mixture of fundamentals and technicals has improved my 'win' rate significantly, versus when I just tried the fundamentals approach.

For AIM, I would say technicals alone if you want to play that game. Too much fundamental fraud and/or commercial ineptitude, from what I have seen over a few years now.

But generally, my investments, versus my trades, suggest I should stick with trades alone quite frankly!

I still do not quite fully trust my charting skills, so have left plenty of profit on the table sometimes, and taken bigger losses other times, had I been more disciplined with that stuff.

Work in progress I guess. GLA.

UFO? Goodness me.

If RR is now calling it best in class, then that is very pleasing to hear. Big fan of his work.

We still need to see if silver holds the break out this time. Been in PM stocks too long and the false dawns (more so silver really) to think that now 'this is the big one'. Although naturally I would welcome that price discovery.

If silver closes above 30 USD (and especially if it remains over that level deep into next week), then IMO we might be looking at a good run up in the spot price, such as to at least 32 -33 USD in fairly short order.

Whether that happens and for that matter, whether the FRES SP follows suit, will be something to discuss if it happens!

If it breaks 7 quid, IMO a run up to circa 8 quid is on the cards, but I will not bet against you Mary :)

Longer term, I think more too, but one step at a time.

Have a good weekend all.

Yes. I remember that too. Hopefully the spot price holds (and keeps on going). Even not brilliantly managed miners like this one (on a comparative basis) should be making a lot of cash at these levels.

But experience has taught me not to look too far ahead with the PM space, so I'm just going to kick back and maybe not look so foolish with the size of my holding here one day :) GLA.

And yet, not enough interest, it seems, to make the payment that the company feel Stal owes us now. But which the BOD has informed us is being disputed.

Seemingly no other interest from any other party, including big pharma, to enter into a JV, or make an outright offer for, well anything here.

Which is why we are where we are and presumably why several of the main shareholders chose to be diluted, rather than retain their size of position here, after the highly dilutive raise.

Absolutely. As shareholders, we are bottom of the food chain, so have zero expectations at this point IMO.

Some money back, not to mention the blight of this ticker on the accounts removed, would be an improvement on the mentally 100% wipe out that was (and still is) anticipated.

Let's see. GLA while we wait for the final curtain call.

Well, perhaps they will do the honourable thing and not take too much of the 'cake' (having already drawn plentiful wages in their roles) and return a decent amount of the available cash balance to us shareholders.

Not holding my breath, and not aware of such a thing happening elsewhere before, but that would be a bonus of sorts.

Potentially forming on the daily chart?

Having opened a maiden position here a few weeks ago, I am mindful that it could be wishful thinking on my part, lol.

The plan with this one is to keep it in the LTH basket, subject to the usual caveats. All being well, hoping for both a strong dividend play and capital appreciation over time, notwithstanding the risks in this sector.

Which is why the SP is IMO bombed out right now. Could go lower of course, but when does that risk not apply to stocks?

I see that this is one of the more quiet chat boards. Not necessarily a bad thing of course.

Apart from sector risk, can any LTH's here give me some of the other potential threats to this name? I have been doing my own research of course, but might have missed some things.

When I am long, I appreciate hearing the potential or existing negatives, not just the positives!

GLA and should anyone wish to share, thanks in advance.

Agree. It is overbought on technicals right now, but that does not mean a pull back is imminent, nor that it needs a big pull back necessarily to return to 'neutral' or even oversold.

But unless something company-specific changes, then I too am going to continue to ride this wave with the remaining allocation of shares I have here.

The narrative is very interesting right now. If we get to my target exit price, I will take a view then. A pull back on thin air and I will likely repurchase some that I sold recently. Fingers crossed naturally and GLA.

Or equally because they enjoy certain benefits that come with having the business listed on the UK exchange.

Not to mention that the family in question are extraordinarily rich. I think I am right in saying that their holding in this name is by no means even the largest of their assets. Look them up. Interesting reading. GLA.

Not sure how I missed this RNS. But either way, I am struggling to see how they can now put together a deal, when they failed to do so before the company was suspended.

Presumably they had already held talks with the main shareholders and other potential investors and lenders and came away empty-handed. What has changed between then and now?

I long ago wrote this off and would advise against anyone getting their hopes up now.

I share the suspicion and cynicism of other posters here in relation to this latest update.

Unless they put a huge amount of their own cash into presumably a new venture (where we would all be wiped out, but able to participate in a new listing for example) then I would rather it went pop. Or rather remained popped.

Actually, even then, the appeal is almost zero, based on their performance and failure when it was a going concern. Idle curiosity nonetheless.

Have added again. The SP did give the impression that one of them was. Splendid :)

One place is shorttracker.co.uk but there are other ones. This also only shows those shorts that are over the threshold for disclosure. Meaning there will usually be others that hold smaller positions under the radar, so to speak.

They tend to get updated every day, usually after hours.

IMO, those stocks with less than 3% short interest tend not to concern me. Often they are an arbitrage act too, so even less of an issue. Even bigger shorted stocks do not always mean you should reconsider an investment, but for me personally, I start to get more cautious when the short interest goes much above that. Can present good long opportunities, especially for a trade though, sometimes.

Anyway, we seem to be holding/forming a solid base around this level; famous last words of course, lol. GLA.

Yes, that is precisely my opinion on the reason for the acquisition.

I think they will try and present the idea of 'compelling' material that they say they think will 'deliver outstanding shareholder value'...'exciting data' and other similar words and phrases to that effect, as they pretty much did on the last one.

Try and get more funding to advance that stuff and keep the payroll in place for another year or so, if they can.

Possibly all in the same RNS that basically says it is game over without additional shareholder support (fresh money). Perhaps even in the same RNS that expresses 'surprise and disappointment' that Stal have now pulled the plug, despite tireless communication with them, or that Stal have put in place additional stipulations which mean essentially the same reality for existing shareholders and the balance sheet.

But look, I could be entirely wrong and all could be fine and dandy.

Either way, I presume they will have to give a black and white update in the year end results, whenever they are. I forget now the specific date for this.