Member Info for LWHL

Google is your friend with that question, but ultimately, I presume they plan on giving them to staff in future, or the pension scheme, perhaps?

I much prefer BB's where they cancel the shares.

And you can probably figure out my opinion on those huge share awards that senior staff are often granted.

None of which changes my position or plans here etc.

Yes Tom, good news potentially on the ME stuff at the time of print, although it had not led to much of a stock market sell off, so I am not sure if we will see much of a bounce either in response to it.

But fewer deaths and less environmental damage is what really matters, so fingers crossed for something lasting on that front.

25 May 2023 16:44 RNS.

How relieved must AOP be that they, and the BOD, were able to dissuade enough shareholders from making them buy this at over 6p, lol.

And we never did find out what happened about that 'third party' error that led to misleading/false data being presented to the market, which lured investors into making financial decisions that some may well have not done, without this.

An absolute disgrace. But on AIM, you cannot take even regulatory material as gospel, even though IMO you absolutely should be able to.

Yeah, I have read similar things. You can include when JFK was killed, and a bunch of other historic events that logically should have resulted in red market days.

All of which underpins my views that the stock market is not the real world. And so should be traded in a contrary fashion.

BME is/was a planned trade only, although I am on the fence about that now, after that huge CEO purchase.

If/when my target price is met, I will make a decision on that front.

As to those names that you mentioned: I have looked at them in the past myself, and never saw enough 'ticks' to take the plunge. Although timing is of course everything, and all of them, bought at the right time, gave nice returns.

As for JD: I just remembered that Nike earnings are due out later this week, so that could be having an impact here.

FWIW (which is not much, lol), I do not fancy Nike even at the current price, but, depending on said update, I might start to look at a possible trade in the mid/low 40's. Needless to say, IMO absolutely a no touch play now until earnings for a trade. And equally, a better than expected update could see that one rocket. GLA.

It sounds like you might have slid all your chips in at once. Not just here, but those other names that you mentioned.

If so, that is an unwise strategy to adopt with any name, IMO.

Anyway, nobody can tell you when things will turn around, but it usually feels a lot longer than it actually turns out to be (moves to the upside or the downside) when you watch the price on a daily basis.

Speaking from experience.

But I do a lot of day and swing trading, so that is just part and parcel/the nature of it. And therefore unavoidable.

I never understand why those who are investors, with a strategy of long term holding only, give so much head space to short term movements of price. You simply do not need to. GLA.

LL: It is pleasing when the research that leads to a bullish thesis is validated by the market, not long after you have finished building a stake.

I am also in BME right now. A juicy dividend coming up, and some impressive inside buying recently as well.

Some big volume on Friday, so might get the chance to add more at a lower price tomorrow (especially if the VIX spikes higher), but I am comfortable with the risk/reward personally in my current price range.

Also took a small opening position in SWBI on Friday. Had a few nice trades in that name over a couple of years.

Given all the macro stuff, sadly, it is IMO likely to see improved financial performance in the years ahead, irrespective of their current challenges.

Dividend also in the pipes for July with that one, but in a trend pattern that could see 6's at some point from a TA perspective too.

So, I might get 10% or so in a quick swing trade with or without locking in said dividend - or building more of a position over a few months perhaps, buying all the way down to the lower range of that channel. Then, hopefully a more gradual profit taking exercise.

Comfortable with either scenario, subject to the obvious caveats, and needless to say, not advice, just my thoughts at this time.

As for JD: I am going to sit on my hands for now, because the last few purchases have been at the higher end of each daily price, so I have no feel for it currently, lol. See what Monday and thereafter brings... GLA.

It was me I think. Yes, that was a nice trade, with some good accumulation opportunities as it formed an obvious bowl.

I closed my final tranche in that one quite recently, as IMO it is now fairly valued. Although it is around 10% higher currently, so I could easily have left plenty on the table for the next man. Which is fine too of course.

If I get my mid 90's gap fill here, I will then take a view on whether to close fully, or leave a few to run.

It is a horrible chart right now - but so have been many a stock, including DG at one point.

No certainties in life of course, but at the time of print, I remain a fairly relaxed holder here - but time will tell and no complacency either. GLA.

I toyed with selling near the highs of the day...but decided to stay disciplined. Lol.

Ended up buying a few more slightly below my average price later on.

That CEO purchase was the main driver behind this decision.

See if it proves wise or foolish in due course! Good weekend all.

Yep. I have some left in the tank too...but I also had a sell order that triggered at some point later in the day.

Only just noticed. Certainly nice when the lower purchases prove wise/pay off :) Good weekend all.

Fair play. While I am not sure that a black swan event is going to be bad for PM miners (although universal peace would constitute a black swan event, should it ever happen lol), it is never wrong to sell when you decide it is right for you.

Good luck to you, wherever you next invest.

That was a good call. It does appear to have been just a healthy pull back. See if we can break 345p this time around... GLA.

Sure. And anyone who starts to get complacent about their abilities in the financial markets will, sooner or later, be taught a lesson by the stock market Gods, lol.

Lots of work still to do by the management team, but on fundamentals, for me anyway, I do not feel uncomfortable holding here, and would likely add if we see a return to the 40's on nothing company-specific. Time will tell. GLA.

Bit harsh IMO. Not blowing the doors off right now, but seem to continue being a good custodian of capital management and cost controls, while maintaining a very nice dividend.

Probably going to continue to be range bound for a while, but getting well paid to be patient in my view. GLA.

IMO. I had completely forgotten about them too :)

DRC and Rwanda hopefully will stop their squabbling soon. Which will potentially de-risk that potential business avenue somewhat.

Although I remain extremely wary about it nevertheless. But, that is for the BOD to manage and they retain my trust.

If I see some decent inside buying in the days ahead, I will follow suit, otherwise I will just remain a (fairly satisfied) holder. GLA.

Share buy backs often seem to take ages to have an impact. From memory, BATS and IGG come to mind. I am sure there are plenty of others too.

I presume the TA is coming from the potential H&S on the long term chart? If that were to play out, it would be a rough road....but in this instance, I am not sure that it will.

Equally, we are currently in a bearish pattern, no doubt, and solidly confirmed below the 50 DMA. But this is also a traditionally slow month for the markets. See where we are by the end of summer, if not sooner. GLA.

Oh indeed, if they do, it would be via a third party, not directly. Or puts, but they would need to be declared...I think.

It would surprise me if they did not have some kind of hedge in place (stupid not to, IMO), but I can find nothing in the public domain, one way or the other.

Anyway, I cannot see any obvious trade opportunity here from the chart (not that my TA is good enough to mean there is not one, lol) and nothing new has come up since my last post I think, so I continue watching from the sidelines still. GLA.

The voting as published makes for some interesting reading.

Paul is still not popular it seems, but not sure if that is just the DEI zealots who voted against his reappointment.

If it was, then it is a tick in the box for him IMO, lol.

Too much generosity of self awarding of shares etc is also not entirely supported by the shareholders either it seems.

I made my own opinions on that stuff clear in the past. And it especially annoys me when I see them dump a load to 'pay tax'. But it is what it is.

Apart from that, nothing IMO for you to worry about here at the time of print. Simply behaving more or less in line with other retailers across the index. GLA.

Welcome aboard, F-F :)

It is simply getting cheaper on fundamentals. Especially when you throw in the EPS-juicing of the BB's.

I added another thousand shares or so today.

Will I see a profit on my current 79p average? I believe so. And have plenty of dry powder left to add here and elsewhere in the days, weeks and months ahead. GLA.

Even though a close below 263.20p will be bearish, from a TA perspective.

Nice little ex div on 3rd July to look forward to in the meantime, while we wait for a bid or some value creation. GLA.