Member Info for LWHL

My buy order just missed, but I will probably set a fresh one tomorrow. Will take a view pre-market.

IMO, it is actually better to have the SP around this close to all time low levels, than 4 quid or so, going into results.

Unless the update is absolutely atrocious, combined with an equally terrifying forward guidance, then you might get a pleasant surprise with the SP action.

If the update is remotely positive, given the short interest, tiny free float and SP level, that is a potential recipe for a short squeeze IMO.

But I remain extremely cautious about this sector and this economic climate - and would never take such high short interest lightly either - hence my sustained skittishness here at the same time.

To be honest, I am pondering whether to notify the authorities to see whether they think this looks 'off' too, but I am not sure that I have much faith in them either.

Glad it was not just me that came to a...less than positive opinion on this latest update.

Take it you will not be participating in this raise then? Lol.

Start with Companies House and the list of Directors in that outfit.

Certainly would be interested in the opinions of others here on this latest development.

Let's see what the next inflation data looks like. VIX still stupidly low, while the DXY is currently on the rise too. And look at the monthly oil chart. Markets overbought, as an aside.

But as long as we remain above the 200 DMA, then for me, no decision to make here. Happy to hold the remainder until those targets I mentioned before. GLA.

Really do not expect to see 85p on divi day. Maybe 75p, if the wider markets have not corrected by then.

In the meantime, we seem to have had a little triple top around the 72.80-ish level. Looks like I am not the only one to have trimmed a few more on that potential signal.

Not concerned with it though and will add them back if we get a retrace prior to ex div date on no company-specific news. GLA.

Well, it if can maintain that kind of performance and well-covered dividend returns, then it will be good enough for me.

My initial target was circa 80p, which I thought I would see before the next dividend was due, but happy enough to sit tight and collect said dividends. Subject to it continuing to perform profitably of course and other obvious caveats.

Might even mentally put it in the LTH basket, although undecided on that currently.

Nice to know I am not alone in this name, lol :) GLA.

On that basis, it would appear that Jupiter is out, or presumably working towards a full exit.

The other major holders that have increased, based on the company website, are representative of individuals though, so again, presumably PI's averaging down and a bunch of new traders. Not actual institutional support. Not, IMO, something to give hope to current holders.

I could see the potential for current holders to perhaps feel a little remaining confidence/glimmer of hope, had either PMI or AOP increased their positions since then, but IMO this current publication of major shareholders does nothing to offset the many serious negatives at the time of print.

I am actually surprised that PMI remain here (assuming that is the case at the time of print). Do not know anything about Nestle's approach to investment management, so no opinion in their case.

AOP, as I suggested before, are the only ones that are going to do well here, IMO.

You would imagine that if they were dissatisfied with the BOD, with their clout here, we would have already seen changes by now. And yet nothing.

But perhaps tomorrow morning will see a detailed RNS update on what action they are in the process of taking against that third party...specifics on what BOD remuneration/salary cuts have been implemented...some new inside buys and clarity on the cash runway.

That would go some way to restoring faith and even reduce the lingering question marks over the actual credibility of this outfit too, I think. But, each day that passes without this, should make the calls for regulatory investigation grow louder.

They have had more than enough time since the last RNS to do all of the above. Disgraceful.

Bit premature to talk of takeovers, hostile or otherwise, IMO.

It is far more likely to happen, in my view, if the next update is as they claim, within guidance etc, and the adjustments necessary to get this signed off turn out to be trivial.

Not looking or thinking any further ahead until we get that update right now. With this unimpressive BOD, it would simply be foolishness! Fingers crossed. Gulp!

Finally managed to get a few more. Sitting tight now and waiting to see if anything happens here.

GLA (assuming it is not just me on this chat board now, lol).

Not so. I have seen several examples of very similar happening elsewhere, totally different sectors too, and the SP action just like this.

Markets remain overbought IMO. A small correction in the indices would not be the worst thing right now, as long as it was not triggered by an unknown/black swan event, for example.

Just have to hope the inside buyers are not all fools, regardless of the short term technical stuff that I mentioned, which in itself is probably irrelevant, from an investor point of view anyway.

Why would they pay that much now? Either by accident, or design (depending on your viewpoint), Shield have very little leverage.

Plus a huge, entirely self-inflicted, cloud hanging over the whole management team. Especially the CEO.

Who still has not updated the market as to the action they are going to take against the third party, for those dishonest prescription numbers that Shield claim is where the blame for this lies.

Every day that passes with radio silence, further increases the stench of an operation that needs investigating, IMO.

I have never understood the wasted vote argument. The Tories have won several elections because enough people feared a Labour government. They thought Labour would be worse on immigration, economics/fiscal prudence, law and order and anti-business, to boot.

Perhaps so, but if your house is already on fire, spanning every room, and has been raging for a while, I guess the reality is at some point you are just going to have to demolish the wreckage and start over.

When the degree of difference is so minimal between the main mobs, sooner or later, you have nothing to lose by finally ignoring the wasted vote concept and really trying something different.

But the UK will probably be the last nation on Earth to rock the boat like that. We do like to give our establishment an easy ride. Hey ho.

On a more positive note, good to see ITV actually looking like a share that is in the process of shaking off its dog tags.

Long may it continue!

Their top up probably kept a lot of PI's holding here, after the latest BOD mishap, IMO.

But there are several names right now, where the SP is looking horrible, sometimes high short interest too, but significant inside or II buys recently as well, not just in this one.

Glass half empty: maybe you would say they are not all going to be right/know something positive that we do not. Glass half full: the opposite. GLA while we wait for news.

That is the real issue here: simply a matter of trust. Or lack of, perhaps.

Getting close to my side pot trade purchase price now, but not going to chase it.

Presumably I am not the only one hoping for a buy out here, so I will no longer need to reflect on BOD performance issues, in this holding at least :) GLA.

This one never seems to offer an attractive spread.

The chart looks rubbish, presumably because we have a seller, which is the reason for this continued SP drift down.

Unless I have mistaken something here, the last update was positive. Certainly nothing to warrant this activity, as far as I can tell.

Yet I also cannot pick up any shares on a buy order without paying the full offer price, or very close to it.

Fussy seller. Wish they would just dump and move on, so we can hopefully start to move towards a fairer value of SP. Hopefully when we get notification of the dividend date and number, perhaps. GLA.

How many shares has he bought? How many shares have the other directors bought, since, say for example, the fall of the Roman Empire? Or has the window been closed all this time?

If something is brewing, I could not be more confident that it will be to the detriment of shareholders. Based on all the years I have been stuck in this dog!

Like so many outfits in this space, the stench makes Venice appear fragrant in a typical August.

To a point, but they should have posted the statement in a normal 7am RNS, rather than after hours, if they felt the need to at all.

Looked rushed and haphazard IMO. And it was entirely unnecessary, given it was already after the market had closed.

I guess it was the straw that broke the camels back for me, when I already held quite bearish opinions as to the quality of the management and indeed the diminishing power of the brand itself (IMO).

My historic loss probably did not help sentiment either, but bailing back then proved a wise decision. Whether or not it was right to do so on this occasion, we shall see.

But I now have the dubious experience of winning one and losing three here, for an overall net loss of a few grand. Not something that touches the sides of the p/f luckily, but annoying nevertheless!

I know exactly what you mean - and it is a dangerous approach to take with shares.

I also did not behave 'normally' in this one - impulsive buys, rather than methodical - and have been reflecting/self-debriefing since my sell.

That in itself is sensible of course, but I admit to feeling a degree of FOMO as well, which is not.

I think this is purely because of the I. K. increased holdings RNS. Which, as he is an outsider, really should not carry much weight in the decision-making process, IMO.

If I knew for certain that he was a close friend of JD, that might be different!

All that said, my reason for getting out is unchanged. I still feel that the after hours RNS about loan negotiations media speculation was unprofessional at best.

If, hypothetically, it was done to shake out weak hands to let friends in (which I am not saying it was), then that is the kind of activity that I would not wish to be associated with anyway. Seen enough spiv behaviour in boat loads of AIM stocks to last me a lifetime. On a few main market ones, too.

And if it was released without such an angle, then IMO it was strategically sloppy and weak.

If I had trusted my chart-reading on this one, I could have made a nice little trade however, from that recent low. My call about the range here a few days ago was pretty much spot on :) Just not clear-headed with this one, for some reason.

I see someone claiming to be the man himself has joined this BB. If he would be willing to share his own thoughts on that after hours RNS about the loan discussions, that would be interesting to many here, I am sure. GLA.

On the assumption that they are unable to get a raise away (lets be honest: why would anyone participate in filling the begging bowl of this outfit any further?) then at least administration would put these lifestyle paycheck merchants out of employment. Better late than never.

This is another of these types of outfits where no shareholder update changes, in spite of a sustained and prolific SP collapse, makes you question the whole set up. The lack of inside buying, all this time, was the big one though of course.

Just hope it does not go pop before the next tax year. GLA.

I think the stock exchange is having issues again. It happened with a bunch of mine earlier today when I was in my account.