Member Info for LWHL

Oh, totally agree. A full BOD clear out and I would review my stance, including on a refi deal. Subject to the terms therein, of course.

But if Sidara makes an acceptable offer, then it will be a moot point.

Surin: I always said that I felt that a refi deal would be very bad for ordinary shareholders, which I suspect 'problematic' is code for, in that FT article.

Not that I based my decision on said article. IMO, the FT is not of the calibre that it once was, but I digress.

There is clearly too much value here for a deal of some sort not to happen though; it is just a shame that it ever got to this.

Whatever the outcome, I think that most of the jobs will be safe. Which will be great of course, assuming this turns out to be correct. But my chief concern as a shareholder was/is obviously my own finances.

Not long to find out either way. And to be absolutely clear - I could be entirely wrong, so do not want anyone to be influenced in any direction. GLA.

Short tracker, although it happened the day before. I made my decision last night though. Current disclosed ones at 6.33%.

If I had any faith in the BOD, I would have potentially been open to the long game, as some of you are, should the well-documented potential offer not materialise, or be rejected.

I was always only here on this occasion for an accepted offer, not a refi deal.

As I now think the odds on the latter are significantly higher than the former, I took (buttons) profit.

Fully accept I could be dead wrong and will be the first to post my congratulations if this is so.

Well, after the latest short increase, I have decided to exit.

If there is going to be an offer that is even 50% higher than the current SP, let alone one at some of the prices that some here feel confident will print, then some of these shorts are going to have some explaining to do, because they are going to take a big hit.

GLA and I am rooting for you longs.

Up 5% in early trading, lol. I must be missing something here, but either way, happy for holders and hope it runs up loads more for you. GLA.

Up 5% in early trading, lol. I must be missing something, but either way, happy for holders here. Hope it has lots more room to run up for you. GLA.

I doubt bad news leaked, to be honest.

But a quick glance at the update shows every important metric down, apart from adjusted FCF and debt. Only the first one is a positive, of course.

As I always say for this name, as long as your major shareholders are content with the future direction of travel, then the SP will probably not be where IMO it should be. Which is far, far lower than at the current time.

But I felt it was overpriced when it was in the 130's (I think, from memory?) and it rallied lots in the months that followed that particular post from me, lol. So who knows?

Will be watching with interest. GLA.

Institutional buyer, not insider.

Yeah, chunky new inside buyer it seems. GLA.

Fair enough. I am not seeing anything in the chart currently that suggests you need to rush.

Earnings is not until 31/03 as far as I am aware, and the VIX chart looks wonderful if you are long that one (which I am not). But means the inverse for stocks, for anyone here who might not be familiar with the fear index, as it is called. GLA.

Good example of where it can go well, Stupmy. Fingers crossed we see the same here.

Are you in with a few now, or still waiting for a better entry price?

I agree. They are burning enough cash with all these RNS's as it is, lol.

I also agree that the FT will probably inform the market before the company does!

17th April, I think.

I am well aware of the difference in their respective financial metrics.

And I did not say it will play out the same (it had better not, lol). But as I said, for the sake of balance, having a returning CEO with a big holding does not ensure value for everyone else will out.

Anyway, not long until the next update. I want to see evidence that debt is coming down, among other things. GLA.

I do not think we will experience what Superdry shareholders did - but just for the sake of balance, a returning CEO, who owns a decent chunk of company stock, does not always ensure wider shareholder value will be achieved.

Or even that the best interests of all shareholders (not just the big boys) will be honoured. GLA.

Yeah, nothing wrong with that Greggs update IMO. Not a holder in that name, but a lot of respect for their business.

The past week or so has seen a number of names, here and across the Pond, get hammered on solid earnings and considerably more hammered on so-so earnings.

This is a VIX-led scenario, probably signalling the start of a healthy index-wide correction, or perhaps a proper bear market. We will likely know which one it is by Easter, if not before.

As for CARD, the bull flag is now invalidated. But I am keeping those additional shares that I bought recently, as I was underweight here and have no reason to believe that the company has gone backwards since the last RNS.

Obviously time will tell and just my thoughts etc. GLA.

You can always contact the regulatory authorities and bring it to their attention for review, if you feel it is merited.

If you were being generous, you would say that the optics look bad here, if nothing else.

My sympathies to ordinary shareholders here. I have been in a few names like this one (appears to be).

It will be interesting to see where the SP settles in the days ahead. But that is an extraordinary discount. Is it at least open on a equal basis to small PI's?

I think this is a well run operation. Not sure that PE could find that much fat to cut, or other operational efficiencies to introduce.

I agree with you about those other names needing to reduce their own debt piles first. So continuing as we are seems the best result for shareholders imo.

I took a few more myself yesterday, even though I deliberated for a while first. Because I already have lots and this company often disappoints, lol.

But unless I have missed something, this update is as good as many of us were expecting it to be. Perhaps better, even.

See what the market thinks of course, but hopefully this will be sufficient to retest the year high and push on towards the 9 mark in short order.

Not looking further ahead at this stage than that. GLA.