Member Info for LWHL

Xenor: This is not some twitter post from some nobody. It could be both a hit piece to benefit the likes of the established players in this space, as well as being a reliable source of information.

One that, either way, spells trouble for shareholders, on the balance of probabilities.

No better than a roulette wheel spin now and far less fun! GLA whatever you decide.

FG: If it is indeed an orchestrated tree shake, IMO it could end up like a few other AIM outfits recently, where PI's get shafted and the big players walk off with the cake in a de-listing scenario for example. Or a D4E, which for ordinary shareholders, might as well mean administration, insofar as the value of their position will be worth afterwards.

The final straw for me was not seeing an RNS when the story broke.

I find it hard to believe that the BOD were not made aware of the intentions to publish it too - but even if they only heard of it the same time as some posters here did - they should have formally commented on it by now, not let the SP react in the logical fashion that it has.

Well, not long to find out what is going to happen with the financing, after all this time and all the patter of J and A. The tide is well and truly going out now.

Well, it could indeed be a planted story; help some people load up on the cheap etc, who knows? We live in times where the level of corruption is growing, IMO.

But the BOD have had long enough and have too many strikes against them now, to my mind.

Especially considering those issues/failures in the past, as others alluded to before. Long before I became a shareholder.

I thought this was going to be an exception, for reasons of strategic importance, more than anything else.

I have changed my mind. I have taken the loss, on all but a token amount of shares now. Might consider it for a future trade, but this one is a long way from being an investment case stock, if it ever will be.

Just a typical AIM basket case. Of a similar quality to our current politicians in fact.

As others have said, there are simply too many better quality outfits offering far better risk/reward prospects, to mess about with this type. More generally, and more importantly, with politicians like JH in positions of influence, our country is screwed. GLA.

Yeah, my buy orders were at the lower end of that range, with one cheeky sub 50p order too, in case we got a sell off.

Certainly still possible in a wider market correction though. US data later, for example. GLA.

I agree with all the observations made so far. Still work to do, certainly, but nothing in this update to make me bearish.

A hold for me, unless we see a chunky dip, which IMO would be unjustified, but will be pounced on. GLA.

I thought you bought another bunch in the mid 50's recently? I was referring to those ones....but if I imagined that, then my apologies :)

Anyway, hopefully the momentum remains with us, because this is still a long way from the SP value it should be IMO....and the jury still remains out on the BOD too. GLA.

That would indeed be splendid. Until tomorrow...good evening all.

It is certainly a pleasing sight :)

Long may it continue - although as I suggested not long ago here, maybe think about taking a few off the table, if you still feel you are too exposed in this one stock. Not advice of course, etc. GLA.

Well, whenever it turns out to be, it should be nothing to scare the horses. Boring will suit me fine.

Shame we did not close above the 50 DMA, but fairly relaxed at the time of print. GLA.

As long as someone wants to buy mine for 140p or so at some point down the line, then all good, as far as I am concerned :)

But before then, if we get economic data from across the Pond which the markets dislike, this will likely see a re-test of the 50 DMA.

Dry powder at the ready, ladies and gents! And if the markets like the various updates this week, then alternatively, we might flush out the sellers and have another go at the three month high range. Not looking any further ahead than that, for now.

Always fun to speculate while we wait to see what actually comes to pass... GLA.

I have closed out my position here, a little ahead of the 80p target I had cited.

Nice to leave some on the table for the next man.

Will be back if we return to the low 60's, but if this does not happen, then GLA and I hope you all get the targeted profits that you seek. Even you, Pogo :)

Good to see a further II increase their position here.

All that said, I have trimmed a few more today, against my initial plan.

Still got a solid position here, so if we kick on from here without looking back, all good.

But wanted a little more dry powder on the sides, just in case. GLA.

Good post. Great dividend, around 8% for you in that case :)

No, I think that is a fair point. For me, the divi was a little cherry on top of the actual cake, which to my mind was the other business metrics, not least the debt reduction aspect. But no complacency either. GLA.

I am happy to hear any and all bearish opinions. In fact, I genuinely welcome them, especially in those where I am long.

So, apart from the SP having had a small decline since that 112p spike on that (IMO) positive update and forward guidance, which saw the return of the dividend and reduced debt, what else is troubling you here?

I will go first: macro economic climate. Reduced discretionary retail spending power. The threat of some bad global economic data later this week, including hotter than expected CPI. Potential further escalation of various geopolitical conflicts.

Anything I missed?

Roughly 9% at the time of print. A bit of an overweight position and not really intended, but I just felt it was so undervalued in the high 22's that I 'flexed' my risk parameters somewhat and bought a few more tranches.

I will trim some though in the 25's now and more in the 26's. 28 quid and I will look to underweight my position here. If we get there of course. Who knows etc? GLA.

Another small buy order has hit. That is me done for now.

We have a lot of key economic data here and across the Pond coming up later this week.

Either I am going to be in profit on my total average position, or I am going to have the chance to buy more in the mid 90's, perhaps even low 90's, fairly soon. AIMO. GLA.

Not mine, but I took a few off the table in case the rise does not stick.

Good to see an increased II position, but that often can lead to a drift back down if they have finished buying.

Still got 80% left, which (subject to the obvious caveats) I have no plans to further trim until we (hopefully) see a share price a good deal higher than this.

Might revise my target full exit price upwards, but no hurry at this stage....and probably means a collapse is now coming :) GLA.

Nice work. Never foolish to take a little profit. Have set a sell order for one small tranche myself, but might cancel it if we close above the 200 today.

I have a slightly bigger position than I would ideally like in some ways, but equally, as things stand, I do not think we are expensive at even 10% higher than the current SP.

Combine that opinion with the big dividend and it is IMO easier to be patient. But time will tell. GLA.

Holding is probably the hardest thing to do in investing. Especially when in profit (often the time to keep sitting tight), while selling at a loss can more often be the right thing to do when something is wrong - but is the hardest thing for most of us to do. Speaking from experience on more than one occasion. A good loss is a small loss type of thing.

Luckily you are in a more luxurious position than many of us here I suspect - but what you do is entirely your call - but we all share the same 100% uncertainty of what the SP is going to do here in the next few weeks, let alone longer.

I would say though that the SP does not necessarily tell us anything about whether things are going in the right direction. Another of the great quotes - the Benjamin Graham one - about voting machine versus weighing machine.

Anyway, another week beckons shortly! GLA.