Member Info for LWHL

Indeed :)

Nothing wrong with putting forward different opinions. It is what makes these chat boards interesting and informative.

But occasionally, when a poster chooses to use words and phrases that are clearly designed to try and belittle an alternative poster's opinion - as you do - then it becomes goady and invalidates the idea and sincerity of simply being a counter argument.

And occasionally leads to a bite back response. Which makes me as immature as you on those occasions.

Let me give you some more ammo: I bought SWBI a couple of weeks ago. Not investment advice of course. Hope you decide to short it.

And my final derail post here. Feel free to have the final word, baby shark.

GLA BARC holders. I hope to have the opportunity to become a holder here once again at some point.

Perhaps it will be at a higher price to now. I am six from six here (if only I had that track record across the indices!) Hopefully seven from seven one day.

You may be right. Central banks are independent in name only...a cynic might conclude.

IMO, if they do cut soon, I simply cannot see how we are not going to experience a new round of savage inflation shortly after such a move.

Unless government spending is proportionally reduced. Or productivity proportionately increases, of course. It is probably safe to suggest that neither of the above scenarios will occur. So - higher for longer inflation it will be, should they cut rates soon, IMO.

The wild card for me, as far as the US goes anyway, is the JP factor. Already rich by any metric, IMO reputation is the driver for him. Historic comparisons with either Arthur Burns or Paul Volcker await.

And where the US goes, we inevitably tend to follow.

Anyway, always fun to speculate while we wait to see what actually happens :)

Factual? I agree with MrWolf about the real rates of inflation, but I happily use the announcements for guidance on how the markets might react to the data presented. I bet you also unquestioningly followed the science back in the day too, eh?

Anyway, who cares? As far as this stuff goes, you either make money, or you lose money. Anything else is just noise. Something that both of us are making too much of on this chat board, as I respond to your goady little pokes and we both derail this board.

When they cut rates, if the markets do not tank (after a very short, initial spike upwards), then it might be the first time ever. I think I am right in saying. Rate cuts should however still be some way off. Got to at least see inflation in the low 3's before they do that. Unless they want us to copy an Argentina.

I wonder if Bloomberg and some of the other mainstream outlets are still suggesting that high levels of credit card debt signal strong consumer confidence, or if they have moved away from that narrative?

Regardless, I bottled out of adding here, even though I was going to take more at 380p the other day.

Instead I plumped for something else...which is naturally now underwater.

GLA and let's hope for a terrific update tomorrow.

As I said on a different chat board, like AB, I too got this inflation print wrong. Unlike the BoE, I have got most of the inflation calls right, however.

If you think that this latest print was 'favourable'...well, we will just have to disagree (again).

A Santa rally would suit me nicely. So bring it on. At some point, the macro realities will play out. Until then, we keep going until the music stops. Sorry if that triggers you :)

Those were my thoughts too, NotBot. In fact, given the macro and credit environment today, IMO they might even be able to secure sufficient backing at a lower offer price than 400p - although perhaps also for those same reasons, they might not have the appetite to do so right now.

Anyway, in spite of what I thought were strong results, we still seem to have a seller, so guess we are just going to have to sit back and watch this play out. GLA.

Do any LTH's think that this company might remain an attractive acquisition target, or did that die off with the failed Ecotricity take over attempt?

With such a large holding here, I am surprised that they did not simply buy the relatively small remaining amount of shares and force a takeover. Even cheaper shares today than back then, from what I can see, but equally, I would assume it would have happened by now if it was going to.

So, perhaps they are happy to sit back and take the (small) dividend and hopefully capital appreciation on the SP too?

This is an investment play once the business is generating cash and has no further need of raising capital.

This is AIM, where the mention of a casino is a good simile.

The MDA and then hopefully sale of Songwe at an attractive price will then make this an investment, as far as I am concerned.

I am clearly still long here, and I know how AIM shares rocket and plummet, sometimes on thin air. So I have no issue with that aspect. Anyway, it remains a waiting game for now. GLA.

Yep. Still here, but regret not dumping one tranche when it was briefly over 12p a few weeks ago. Was about to go on holiday and decided to leave it be.

The recycling stuff is very interesting and I have made my opinions clear on that a while ago, but Songwe needs closure now. For cash flow and for BOD credibility IMO.

It is also more likely to keep me here as an investor, rather than just a trader...although I have probably been a shareholder here for too long now to count as a trader!

The old saying about an investor being a trade that went wrong comes to mind :)

Completely agree. Now is not the time for M&A anyway, IMO. We simply do not need it. Wrong time more generally, too.

Indeed, we need to make sure TT is a profitable arm of the overall entity on a consistent basis. Improve operational efficiencies (cut costs) across the board and keep a significant war chest for what is surely going to be a challenging period of the economic cycle.

But equally a period of time that should suit our business well (heightened volatility etc).

As long as the BOD (and new CEO when they join), avoid making stupid decisions, this should be a fairly comfortable hold for the medium term at least, but hopefully many years into the future too. GLA.

We are certainly on thin ice territory with trust right now.

I do not have an open line, but sent an email to this end recently.

IMO, we should have been notified about any changes, even if only a reach RNS.

I will share my reply once received, although we might get an RNS now.

Not impressed, to be honest. Benefit of the doubt. For now.

Just watched it now on youtube. The Investor site has still not loaded it.

It was pleasant enough, although the sell on news curse has obviously struck here. Not helped by fears of these results being front-loaded, even though he said they will still be within guidance.

Will be interesting to see if we stay above the 200 DMA.

I would like to see some inside buying, now the window to do so is open.

Subject to the obvious caveats, happy to hold and watch things progress here, but not going to add without inside buying. Would also like to see the CEO do more interviews in the coming days, to hopefully drum up fresh investors and help clear out those who are still offloading here.

Must admit, was expecting a better SP performance after that RNS today. First time in a while I got spiked :) Hey ho and GLA.

Just waiting for the recording to be available (I am already Investor Meet registered).

Can you give your own thoughts and opinions on it, while I wait to watch it for myself?

Needless to say, I will not take any decisions just based on that, will do my own research etc :)

Well, I am not going to comment about whether or not we are at, or near, the bottom. This is AIM, where prices go much higher and much lower than logic would ever suggest possible very, very frequently!

Actually, I do think we are going to drift lower again while we wait for news. If this does happen, I will take a few more if we see low 11's again during radio silence, but sit on my hands if we go lower still.

I pretty much have enough here now anyway. Gulp! GLA.

IMO the prospect of a conclusion on IM not likely being imminent, is the main reason for this 'mild' sell off.

Like you, I believe that a re-rate is not going to happen before FSS funding is concluded either - and so traders may move on and wait for a better price to enter or to return. Which they may, or may not get.

Maybe for some, they breached the threshold of their patience limits and sold up. Which may, or may not, prove a good decision.

My confidence remains, but I can understand why some LTH's feel differently and also why some others would prefer to wait on FSS specifics. To each their own. GLA.

What am I missing here?

That seemed like a terrific update. Revenue and profit materially higher than last year. Increase in dividend. Low share count and seemingly a low free float too.

How is this not 4 quid, even allowing for the macro stuff in the markets?!

Hopefully we will see some inside buying later as well.

I bought a few this morning. GLA.

I listened to it last night in the end.

I was satisfied with the update concerning IM and am fine with it not just being sold quickly. As long as JW gets a good deal for shareholders that is the only thing that matters.

I would still prefer an outright sale, personally, but I am still comfortable leaving that decision in the hands of him and his senior colleagues. So it is not a red line for me.

It comes down to whether or not you have faith in the BOD's ability to deliver. Some of you do and some of you do not. That is fine. Time will tell either way. GLA.

Thanks. Will have a look tomorrow.