Member Info for LWHL

I am sure we all do, Moneyman. But with the current m/cap, I am really struggling to see how a negative IM result is not currently reflected in the price.

But of course that does not mean in that scenario the SP will not take a dive. It might. That might offer another little trading prospect, for those so inclined, if that happens. But for me, FSS funding news pending remains the only thing stopping me from further adding at this point. Risk management. Nothing more, nothing less.

To my mind, IM is/was a potential shot to nothing bonus, when I decided to 'hold' a few, rather than just trade this name.

If we get to the end of June and still no funding news, I will start getting a little twitchy, but not going to panic either.

Of course, a positive IM verdict, if it were to come before FSS funding news, and that would be a totally different ball game, IMO. Not wise to bank on it. So I am not. GLA.

IMO, if the next update is not within the guidance, given how soon it is, and how the company reiterated a maintained guidance so recently as well, the CEO would have to go.

FWIW, I am not expecting the next update here to surprise (in either direction). Nice and steady would do me fine.

West: Unless we have been badly misled and the books contain material that would spell worse than simply career ruin for some of the BOD here (not on my radar whatsoever as a credible risk, IMO), then another raise would be far more likely than administration, in this particular case. Again of course, IMO.

Do not like to consider what the terms would be though, in this event. It would be undesirable in all probability for those with an average above 3 quid.

This is a quite fascinating play right now though. So many potential snakes and ladders, twists and turns! I am part glad to be a holder right now and part jealous of those watching on the sidelines! GLA.

Strange SP action here, IMO. At least, I have no feel for the direction of travel anyway! Maybe will take a few more around 128p if it hits. Or might wait until the next update, but run the risk of missing contract news before then. Might toss a coin to decide :) GLA.

100% agree with your comment, Xenor. Not always easy to do, but absolutely always the correct decision to take, when that scenario occurs. Usually, your losses will be much smaller too. Not to mention free yourself of the mental baggage that comes with an investment that you feel is going/has gone wrong.

Speaking with the words of personal experience on that front! :)

Well, John and Arun have been in their current roles since October 2019, from what I can see on Companies House. Long before I was a shareholder here. From the looks of things though, the real damage to LTH's was done before their arrival. I presume John has had his hands full turning the ship around and that can take time. Especially in this sector. IMO the next 12-18 months maximum will tell us whether or not the BOD have deserved our support, or if they are simply more of the same. I have already pinned my bullish colours to the mast, but I appreciate that it is easier to do so with fresher eyes than one who has maybe been here for several years and has a far higher average. I think John will deliver, but the proof in the pudding is in the eating, as we all know. In the meantime, the share price will do what it will do. As things stand, I cannot see how anyone is not at least cautiously optimistic here - but am in danger of slipping into ramper territory, so enough from me for now :) GLA.

Took another 5K shares here. Feels like it could be the calm before the storm. Or could just be heat stroke :) GLA.

Sensible decision, IMO - as long as you only keep a total position size that you remain comfortable with. I only found out what my own comfort zone limit was after I had already passed that point, in my early days of trading/investing :)

Then, when hopefully your trading pot reaches your target price here - sell it and take the profits. You will still have your core holding, but will have essentially reduced some of the risk at the same time.

Anyway, always good to share ideas and thoughts on these chat boards. We all have the same goal at the end of the day. GLA.

Xenor: I used to do exactly what you do. I also probably blamed short term mindset traders for keeping the SP low, or for stifling growth on various AIM outfits that I invested in. Some I rode all the way up...and all the way back down again. Some worse. My only 10 bagger to date is with a company that I took profits on and left a small free carry for a while. It got up to 250p or so. Today it is about 8p. I sold mainly around 220p or so (it was a little while ago, so cannot remember the specifics). There are some in that company who were in when I was, pre rise, who kept diamond hands and are still there today. Maybe it will go to 10 quid a share one day, as many optimistically predicted back in late 2020. Or maybe not. If only I had adopted this strategy sooner, I would be in a far better position with the AIM section of my p/f today, but I guess some lessons cost money!

That is not a criticism of your strategy by the way. Do what feels comfortable. We all make or lose money based on the trading and investing decisions that we alone make. Managing and indeed reducing risk IMO can be well served in this way, but each to their own. I have clearly and openly shared my many trading failures, so not trying to make out like I know better than you.

But I respectfully challenge your opinion on the influence that traders have here. John gets a good funding deal, and IMO the SP will not simply rise and then fall back to sub 20p again. Good chance of new/increased ii action at that point too, IMO and that will more likely provide a solid floor for the SP than we have currently.

I remain confident that JW will deliver the goods for us here - but until we get that confirmation, we are stuck in this low range I think. FWIW, I am tempted to add a few more, but am going to be disciplined and wait for funding news now, as I said I would previously. Hopefully I will be kicking myself for not loading the boat at this price :) GLA.

Yes, fair point. Could have done so at various points earlier in the year though. And certainly will be able to, as soon as the results are published. Given the (IMO) probability of disappointing numbers, such an action will be the only thing that will give credibility to the always positive words. Anyway, no more from me until we get news. I appreciate the negative tone of my recent comments here are not really bringing any value to the table. I promise I much prefer to be positive. Just need a reason :) GLA.

Perhaps. Although maybe those rapid interest rate rises have made it difficult for many businesses to survive. Not to mention many home owners who are going to struggle to make their loan repayments. Were all those US regional banks just poorly managed? IMO, no. By and large, they were not.

I am not knowledgeable enough in this niche area, but a US banker called Christopher Whalen provides some interesting thoughts on Twitter, among others.

I absolutely can see BARC falling below 140p or so. Maybe even 130p. But I like this name and in all probability, if it happens, at some point will reinvest. But IMO higher interest rates = good for banks is not necessarily that simple. Need to see how many bad loans arise. Write offs etc.

Xenor: So it hits 20's and then you take some profit. What are you looking for here? Even mature, profitable big caps have rises and pull backs. Do you think many/any of the fund managers just buy and hold? Even the very few, great investors, tend to trade on the sides a bit. Of course, if you can find the few outfits that will reward this buy and hold for ever approach, then good luck to you. I know I cannot. Best case scenario that I can see is retaining a core holding in a company that justifies such faith, while side trading it to potentially leave you with a free carry, or better. Maybe HARL is one. I hope so, but jury is out, until proven otherwise.

Just my thoughts. Neither a ramper or deramper. Here or with any stock. It is not hard to generally spot those who are, IMO.

What on earth is going on here? Have not been keeping an eye on things in this gem since listening to SOH in his most recent jam tomorrow podcast. I sure wish SOH would buy a significant amount of shares on the open market tomorrow to prove any doubts to be misplaced. At this price, 100K GBP would put my mind at ease. He seemed very confident about the future in that recent interview. Come on, Stephen. Buy big. Buy now. At this price, I assume it is a steal? Come on. Make the most of this opportunity....

I took a baby tranche more too (even though I still think we are going lower first). I hope the person who mistakenly presented the market with the incorrect info regarding the inside sell, when it was in fact a buy, ends up having to sit in the naughty corner for a few days :)

I will absolutely retake a small position in the trading account here if we see 10p. As I keep saying, IMO this is the geopolitical stuff, not the other, operational stuff...which was not great, but IMO in itself did not/does not justify the current SP. That (again, only IMO) is politics-driven. But I fully accept my sentiment could be clouded by experience elsewhere of late on this topic. And I could be 100% wrong. GLA.

Look, it really is very simple. Good FSS funding provision = SP rocket = increased potential II interest and further investment etc.

That is without touching upon the IM topic...which for me, would be a bonus, but is not why I invested here (on top of the trading stuff).

Positive IM result = likely (?) sale at a good profit = great balance sheet position = increased potential II interest and investment etc.

But I am treating myself to a decent bottle of red this evening, even though it is a Monday, so apologies if I come across a bit terse. Just reading some of these comments is making me a bit irritated! Good evening all.

I forget the precise obligations for notifying the market of an offer, but think the FCA website might outline this information. I am sure it can be found somewhere in the public domain quite easily for anyone who wants to check the specifics that badly :)

Anyway, there are clearly exemptions, because I can think of at least three prime examples off the top of my head (four, if you include the Hut example someone mentioned in this thread, too) where fairly solid offers only came to light some time after they had been made. I also know that some companies get a lot of highly speculative approaches/bids that are not worth the time of day to engage with, let alone notify the market about. You would have dozens of RNS's every week otherwise!

Furthermore, these outfits all have legal teams that would be consulted before BOD inside buying or selling of shares took place, to ensure regulatory compliance. To those posters worried about the potential for insider activity.

Well, perhaps not some of the micro cap AIM outfits...some of which seem to act as bastions of suspicious market practices....but I digress!

Agree about the shorts here though. Amazes me just how often they seem to get out of a pickle when the worm turns, just in time. Although not always.

LG: I am sure it will come good for you. Just stick to doing your own research, manage your position sizes carefully and try not to overthink the stuff outside of your control. All sound advice...which I myself regularly fail to follow :)

Anyway, to counter some of the more bullish opinions here today regarding that press article...if we see an RNS that notes the media speculation, which then goes on to say 'we are not currently in talks with any interested parties' or similar, then I would be amazed if the SP was not closer to a 3 than a 4 before the end of trading. Always fun to speculate, while we wait to see how things actually pan out. GLA.

LG: Who gave it, and what advice was that, out of curiosity? Anyway, while I am a recent holder here and indeed topped up just the other day, I would caution against anyone just jumping in here first thing in the morning due to FOMO. By all means join/add if your research leads you to this decision, but unless we get a 7am RNS confirming an offer, or something else of a material nature, the share price is not guaranteed to rocket tomorrow. To be clear, I would be delighted if it did. This is a trade for me, not a LTH and I am prepared to make a final top up if we see low 300's on no company-specific news. I would rather the rocket up happens though, but it is never wise to count chickens. Anyway, bring on Monday morning, in case the ultra bullish scenario plays out!

While I agree that Director buying does not guarantee anything, it is certainly preferable to those BOD's on huge salaries without any skin in the game. Especially when they often have generous freebie options on top, without clear conditions attached, let alone a decent strike price (I am thinking of several of my current and previous holdings with this thought in mind, ahem!)

Anyway, great day today here. Hopefully more of the same next week. Good weekend all.

A 2% profit (give or take) on tens of thousands of pounds in one day is not to be sniffed at, at face value, but the risk/reward seems quite high for such a trade IMO. A tight stop loss and you could easily be mugged by those who control such things too.

Anyway and FWIW, my little side pot trade here will net me about a couple of hundred quid if/when 120p hits, so the drinks will certainly not be on me! Even with the trading fees and SDLT, I prefer to hold 'traditional' shares.

My core holding is currently below 10K as well, so only small potatoes :) GLA.