Member Info for LWHL

Even though I was going to wait for mid 18's. Sufficiently underweight here at the time of print to forgive myself for this lack of patience, lol. GLA.

Sadly, no inside knowledge, lol. Pure speculation on feasible scenarios, but no intention for my previous comment to have come across as an attempt to ramp. Apologies if that is how it read.

Anyway, I also added a few more a moment ago. If I can get a few more tranches at this level and lower, then a respectable profit can be made on the mid 280's gap fill and a bit more of a meaty profit back to high 290's.

But - in the words of a certain famous boxer....everyone has a plan until they get punched in the face! Will my plan work? Time will tell and certainly not advice etc.

Still plenty to like here, some of which JG has pointed out, as well as the potential for this to still go lower. Not something that can be ruled out, hence not going in too heavy and batch buying in ranges etc. GLA.

I am unsure if the kitchen-sinking has now been done, or if that will come with the first update given by the new CEO.

Nevertheless, my buy orders triggered, so I am once again a (very small) shareholder here.

I have further small buy order targets, which I will mention if they hit.

I think for those still undecided, maybe apply the three day rule.

IMO, the SP is unlikely to suddenly rocket back above the 313p level today or tomorrow, although no certainties of course. Eg if a bid were to land, or a significant inside buy or two.

Those scenarios are not part of my current long (trade) thesis here though, but sometimes Christmas does come early, lol. GLA.

Opportunity cost is certainly an important consideration, and while I am not advising or recommending that you do anything, in any direction...just an idea: how about viewing your holding not by the current overall average, but eg through the lens of those different tranches?

So, in your example, you have purchased some at 67p.

Is that not around 20% up on the current SP, give or take?

You can therefore de-risk somewhat without eating a big loss on the entirety - although it sounds like you have only been a holder for a year or less.

As a trade, that is quite long.

As an investment, it is only the blink of an eye. So maybe think about what this stock means to you through this lens.

None of which is meant to trivialise how you feel. I have been heavily underwater in lots of stocks. I have eaten massive losses. I have sold too early and seen chunky 'lost' profits sail away. Just some thoughts anyway and good luck whatever you decide. GLA.

Given the many high volume days that we have seen at various points here, (albeit not recently), without any holdings RNS's, I find it hard to believe that around 80% of the float is still in sticky hands. But who knows really? We are in the wild west, lol. GLA.

I nibbled a few more, in spite of the rising wedge pattern break down.

Reckon we will see low 250's before we hopefully start a climb back up, in the run up to the ex div date.

Still only a small stake right now, for reasons previously mentioned, but added, for the also previously mentioned gut feeling reason.

Any purists will rightly be appalled by the sight of someone acting on gut feel. I can only apologise :) GLA.

This is not a dividend play though. Not right now anyway. Maybe one day, a few years down the line, if all goes well etc.

But this is your standard growth play stock.

I would not even bother with a dividend, when it is as small as this to be honest, if I were the boss here.

Doubt it deters shorts, and presumably far too small to meet the criteria of investment funds that focus on dividend names.

Happy to collect it myself, should I still be on board at that time, but with the amount of shares I currently hold, it would not even get me a half decent bottle of red in a mid range restaurant :)

No idea, but this one does not seem to do RNS's that often, so in that sense, you might otherwise never have known, lol.

Getting bored with this punt now. Going to give it a little bit longer, but the lack of BOD comms is not helping the drag here.

At least if the price action does end up showing that a raise was in the pipes, we will know where we stand and it will offer some explanation perhaps.

It always amazes me when tiddlers like this one do not have really strong, and proactive marketing initiatives led by the directors. As if the business is already established, printing cash and exploding profit margins, lol.

The higher the interest and enthusiasm, the lower the dilution, or better loan terms for future business expansion. Something that you expect with tiddlers, so hardly bad practice. Hey ho.

Early 280's will do me for a first tranche, although a new year low print cannot be ruled out IMO, if the economy continues to look like a deteriorating patient.

I have a range where I would buy a decent amount for an investment here once again, rather than just a trade, but will come across as trying to spread FUD if I share that range.

Some of you here will know me well enough by now to appreciate that I am not that type of poster - and needless to say, 309p-ish might end up being the bottom, and I will therefore not get any tranches here.

313.60p is the 50 DMA. I see it has dropped below that, but currently battling to reclaim it and seemingly struggling at the time of print.

IMO, it is important that you do by the close, or certainly by close tomorrow.

Only matters to those with a short term horizon of course. LTH's who remain long term bulls, need not concern themselves with short term moves. GLA.

Thank you.

Can you provide a link? I must be having a blond moment, as I cannot find an RNS for S4.

Disappointing, IMO. Not a disaster, but some of the key metrics are going in the wrong direction.

Nevertheless, I am going to set up some buy orders and if I get them, will be glad to rejoin you for another spin.

If they do not hit, then as always, GLA and I hope you fare well.

Oh, and a small position in TET as well. IMO, the technicals suggest it has broken down and out of a rising wedge, so a good chance for an opportunity to add more lower than now at some point, I think. Stuff I do not like about it (which I mentioned on that chat board) outside of technicals as well, but equally, something compelling as well. To me, anyway.

Could be a gut feel that goes wrong and like all my posts, not advice to follow suit. Maybe a good inverse indicator though, lol :) GLA.

That is a tough one! At the time of print, my p/f is at ATH's. With the largest percentage of non-allocated funds I have ever had, at the same time.

I think that those stocks that feel undervalued right now (such as this name, among a good few others) can and will get a lot cheaper still, as and when the recession is formally acknowledged by the markets.

Something that inexplicably seems to have been avoided for a long time now. In spite of all the global economic data. I think the US has been in a recession for a while already, but nothing compared to Europe, the UK and China.

But so what? The markets do not reflect the real world IMO, hence been trading as heavily, perhaps even more heavily, than any point before.

Not advice for your list, F-F, but I have a recent, small position in Greggs that I plan to add to incrementally on the way down. A couple of other names that are not in the retail space as well, with gap fill targets in mind. Swing trades that I am happy to be patient with, subject to the obvious caveats.

A couple of outright gamble punts in the nano cap space. Multi bag or bust spin the wheel things. Pocket change only etc.

But I remain extremely cautious in what feels like a calm before the storm market conditions. Peak nerves when the VIX drops below 15 again, lol. GLA.

My buy order was/is for 74p. The chart actually looks worse now than it did when I logged said order, but on fundamentals and with the BB (which kind of juices the fundamentals further), IMO it will also go on to fill the mid 90's gap that I also had/have my eye on.

I re-took a small book mark holding, which was silly really, given the above, but I tend to pay better attention to a stock when I actually have live skin in the game, however trifling.

So, glad to be back among fellow shareholders, and hoping for a quick buy order fill, followed by hopefully a squeeze back to the 90's in fairly short order.

No rush either way. GLA.

It all sounds very familiar to me!

IMO, this is simply a greater fool play. Nothing about this company, or the management team, suggests likely success on any front. One of Mark Twain's quotes comes to mind, lol.

The evidence points to this being a lifestyle company at best, and I would advise anyone here who might be thinking of investing, to look closely at all the previous updates, including those of the original company, Evgen Pharma.

Except those looking to play the hot potato/greater fool game.

No judgement if you are, just do not complain if you get left holding the bags of someone else, lol.

I think so too. And bought a few more today. Happy with the risk/reward metrics and suitable allocation size for me.

Not advice etc, although always pleasing to see an lse bear post, rather than a bull post :) GLA.

Nice work. Profit is a profit and I do not blame you at all.

Assuming that is not your full position closed now? If so, I probably would have left some to continue to run in your shoes, but who knows? You might have got the top, or near enough?

The last time we had a run up to 12 quid, everyone was anticipating a quick sprint to 20 etc. It seemed like no time at all, we were suddenly at sub 5 quid, lol.

Naturally, with plenty still in the tank here myself, I am hoping this time it will kick on, but what will be, will be. GLA.

Not taking any more off the table right now, even though one of my target slice prices (12's) has hit.

Want to see if we can continue the run up to the 5 year high (mid 13's).

ATH? Perhaps. Would IMO need significantly higher gold and silver prices than we already have for that, but anything is possible. My first ever FRES purchase was 18's, lol.

Having been almost a perma bull for the PM space for so long now, and the miners in particular, I am somewhat more cautious these days! GLA.