Member Info for LWHL

I am too lazy to register for it (!) but I get the impression it is somewhat positive :) Not that I pay much attention to such things generally - although the more news flow the better, especially when it comes to AIM.

I like that fairly juicy purchase around 12.35 or whenever it was, making the day's high so far. To be fair, a few smaller, but not tiny, sells as well.

Goodness me! Why the site bleeped out the first word of that last sentence is beyond me. Never knew it was potentially offensive! OK - hence being such a scared cat then :)

hence my tentativeness as a (small) holder here! would have probably gone for a bigger position were things less uncertain on that particular front. you could argue some of it may be in the price. i am unsure in either direction about this at the moment. hence being such a ***** cat to date in this name!

Thank you, Corry. Yes, he would have been advised on the window for compliance, I have no doubt.

While I never enjoy seeing a sale, even when tax liability-related, I share you lack of concern regarding this.

Will take a view again once we get the next update. As things stand, I remain long and cautiously optimistic. IMO only. GLA.

Well, at some point the talking needs to stop and the politicians need to deliver.

From a geopolitical perspective, it would be very useful to have Malawi onside, or at least neutral (rather than 'siding' with the BRICS). Anyway, IMO if we get this MDA over the line, that will go a long way to putting my mind at rest. GLA.

Ah, for a world without all this geopolitics!

I have not seen an RNS for that.

Sadly, I think that is a real risk. Not a probability, but IMO a high enough possibility to keep me on the sidelines for now. With deep regret, and I could be wrong of course.

Still very much on my radar, but only as a possible trade, rather than an investment, as it was before. No current position. GLA.

Not paying any heed until/unless we get an RNS...but definitive news would be welcome.

This is panning out exactly as I feared it might, and as I alluded to previously. TIA. But it can all change in the blink of an eye of course, and we all hope it will. GLA.

If you risked a million quid for a 0.92% profit (less trading costs) then you might fit the definition of how to become a millionaire playing the stock market.... :)

Xenor: Your strategy is your strategy and that is absolutely fine. You do not need to disclose your opinion, but if you have not already considered this in your own mind...ask yourself: if this goes to 48p and then retraces to 35p, how are you going to feel if you ride this up and then back down without selling any?

What if it goes back to 30p? Or even 27p or below? Global macro problems and this scenario cannot be ruled out, regardless of what HARL does. Heck, this is AIM! It could happen anyway. Have experienced it myself several times, pre-covid.

I say this not to influence you in either direction.

I wish someone had presented this picture to me a few years ago when I too set rigid targets on X stocks. Targets that were not necessarily based on strong fundamentals, or any fundamentals at all for that matter, in some cases, in truth.

Often based on what the paper profit would have been for the sum of shares and average price I held at that time. The price of another flat. The price of another house. Or even maybe simply enough to pay off a mortgage, if you have one.

Now, I too currently think that the LTIP will be met. Not sure about 60p, but if we see a good finance deal, positive IM result and a few more deals like today, then absolutely viable IMO.

All I am trying to say is challenge your own thesis, especially when it comes to a small cap stock, and be careful.

And I will not mention it again, as I appreciate this post might come across as a lecture, which is not the intention.

Anyway, good day today. I have a really nice bottle put aside for when John serves up the finance deal (fingers, toes and everything else crossed!) GLA.

Yes indeed. Only just spotted the RNS a moment ago. Always a pleasant surprise when you get a good news intra-day update :)

This is yet another tick in the box for the company and for the boss IMO.

It would be good if we can remain above the 200 DMA this time, but if not and we return to the 13's, I might have to break my self-imposed plan and take a few more here, even before the finance deal that has been discussed to death.... GLA.

I agree with most of your statement, Taverham, but Apple hardly covers all bases, either in terms of p/f diversification, or more generally! Especially if things continue to deteriorate with some of the nations of the East.

How to tell me a mega bubble without telling me.... :)

So, 4% inflation across the pond. Still a long way off the 2% average inflation expectation/target though. Charles Schwab UK seem to think the Fed is not going to pause hiking rates at this point (source: Guardian Business News). I would be surprised to see a pause too. IMO 0.25%, but for the UK and Europe, 0.50% more likely. Unless something significantly unexpected/black swan happens. Obviously UK Bond yields are once again in the spotlight. So many fires to put out. So few fire blankets and sprinklers....

You are in plentiful company, LG :)

It does provide a good reminder that when bid talk is rife, then a bid is either not going to happen - or not so soon that you have to jump on board like it is the last train out of Dodge.

My opinion remains unchanged here. While I would have loved a bid this week, I just did not feel it was going to happen. I did think we were going to see low 3's, so looks like I will get my (final) tranche here later today, or next week perhaps.

I can only guess that with MA increasing his position, plenty are leaving that jumped on board only for the prospect of a bid. Which they now think will not happen. Maybe in addition to an ii or two reducing (perhaps for reasons as others have suggested here already). Others selling until the next update perhaps. Must admit that the thought to do so crossed my mind too, although my position here is too small to make such a strategy worthwhile. If I had a lot of these, it might have been sensible to de-risk somewhat.

Anyway, this remains a fascinating play. Just hope it has a happy ending (for longs)!

Have a good weekend all.

Anyone seen The Goes Wrong Show?

What was that saying? Life imitating art, was it not?

Final one from me: If Carlsberg did AIM parodies, they would probably hire Mark and David :)

Only joking. While this company has cost me some of my money, it has not cost me my sense of humour! GLA.

My rationale is that the markets have not priced in the commercial real estate issues that are not resolved yet, among other things. I see this from a global perspective, not just a UK perspective.

Germany back in recession too, of course. Anyone really think China is shaping up well right now either?

Inflation still to be tamed - and even after all those rate rises at the fastest pace in history (if memory serves correct)!

IMO, this stuff has not been priced in yet - but I could be wrong about that. I could be overestimating these various threats too of course.

Not factoring in another BARC boo boo at all. Perhaps that is the risk we should always be mindful of :)

Always fun to speculate. Let's see what happens. GLA.

IMO, the problem with AIM is most of the time the companies turn out to be either frauds or run by fools. Either leads to similar results for ordinary shareholders.

These chat boards can be very valuable for a range of reasons, but should never influence somebody's decision to buy or sell X company.

Naturally, we all have our own bias, but I am not a fan of the way the phrase ramper or deramper so often gets used.

It automatically suggests the accused is being dishonest. Yes, sometimes this is a valid assumption, but IMO it really is not the case most of the time.

Anyway, GLA, whatever your position here and elsewhere.

Indeed, Pokerchips. Not in relation to NEX, but more widely, I would be amazed if the amount of tax evasion and tax avoidance does not rise significantly as a result of this unintelligent move by the Masterful Huntsman.

Tax take will follow the inevitable path in consequence, naturally, but IMO the politicians will use the full might of their box of tricks to try and twist it to their advantage, while trying to avoid the blame for what was always going to happen.

Maybe as a means of introducing a CBDC perhaps? Personal tax avoidance and evasion will also rocket, IMO, for similar reasons. Again, this could bode well for those who yearn for the de facto slavery that such a path IMO will absolutely lead to, sooner or later. So, political decisions that are either dumb, or deviously clever. If the result is the same, does it really matter which? If it gets off the ground anyway.

Inflation is still one to watch, before all that though, IMO. That we still have inflation at the current levels, after the fastest set of rate rises in history, really should make everyone slightly uneasy. But I could be wrong and the sun is shining, so time to make the best of the most important commodity of all, as Elon Musk and I think others before him have said.... GLA.

I would imagine that you will see more and more companies that retain strong cash reserves and profitibility, offshoring as much of it as possible, in the manner of Apple. I think I read that they have something like 128 billion USD of profits kept offshore and away from US taxation scope.

If the US introduces a tax on company share buy backs, I would expect the above strategy to increase significantly. The UK tends to follow the US off various cliffs, as we know, so I would not be surprised to see our politicians hobble the City in a similar way either.

But as far as NEX goes, let us get back to high levels of profitability and low debt before we worry about how to protect the interest of shareholders from additional state theft activities...