Member Info for LWHL

I have been looking at the chart. Which I probably should have done before adding more, lol.

We are in a firm downtrend channel, and unless we break above, and hold circa 60p, then we could be heading for mid 40's, IMO.

Some inside buying would have been nice to see, but after the recent update, I am reasonably confident in the medium term and more so the longer term.

With that chunky dividend to compensate us for the risk and our patience. Fingers crossed naturally. GLA.

And long may the markets continue to do so. Otherwise, how do we get the chance to profit, without such opportunities?

I took a few more, even though I do not like the price action right now. Gulp! GLA.

I would imagine he will be back when the SP is at 60p, telling us that 50p is coming shortly... :)

I took some more in the 37's. Will take a view on that tranche if/when we have a first go at the 200 DMA. GLA.

Did not know they could suspend such things.

But I could well see some buy the dippers in that name today, so hopefully you can get some good profits today.

If it closes above the 200, then it could go on another run to the upside. As it did the last time it sold off.

But I missed out on that one and will continue to miss out, because I share the same opinions as Taverham, in terms of the fundamentals.

But I would not short it either, because the new 'space race' could easily see that name being given all sorts of special treatment (and maybe even taxpayer cash), in pursuit of said geopolitical goal.

Anyway, JD is in no man's land for me right now, insofar as the SP, so a hold until we get either a break back to the low 90's, or a successful retest of the low for a few more. GLA.

I do not know if we will today, depending on how markets generally trade across the Pond later.

But in the coming weeks, I certainly hope to see mid/high 40's. And perhaps a new base somewhere around that range. For a bit.

And my comment about broker notes a few days ago (when they issue a downgrade so close to actual news especially), has proved to be somewhat prescient :) GLA.

I wonder if lse managed to load up before today? Lol.

Splendid update. 1.81% disclosed short positions (presumably a fair amount more when you add those below the threshold).

Going to be greedy with my sell orders here I think. GLA.

Do you have stops on those, F-F?

Just be careful mate. I stand by my earlier post and do not think the end is nigh for the mega cap US stocks, but if NVDA closes below 121.76 today and certainly if it does tomorrow, then a leveraged play on that name is IMO extremely high risk.

Different to just buying a few for the long term basket say, averaging down, etc. Margin calls have hurt wealthy people since the dawn of the stock market.

As for this name: I am going to add a few more if we confirm a double bottom, but fairly relaxed at the time of print. GLA.

Bit cheeky not releasing the inside buying news last thing on Friday, or pre-market today, and I am still puzzled over whether or not there are funding requirements here, or not.

I do not think this has been addressed since it was mentioned in that fateful RNS which led to the steep drop in SP in the first place.

Nevertheless, inside buying is never a bad thing to see and congratulations to those who bought pre-update, or shortly after.

Happy for you, but sad for myself, lol. GLA.

Maybe wait to see if it holds the 200 DMA this week F-F...but I generally agree that this new news could provide some good opportunities in the short to medium term.

Not least because the US (and by proxy, her allies) are highly unlikely to ever allow that technology in our countries, IMO.

It will be interesting to see if they do manage it. IMO, the tone suggests that they are going to fall short again, but time will tell and that does not mean it will not offer some of you the chance for a trade before then. GLA.

IMO. Will be interesting to see if the increased short last week will double down, or perhaps close out now.

Happy to hold on that update, but see what the market thinks in the days ahead. GLA.

I do not think VLX will return with a higher offer. 99% sure of that.

But yeah, if they had a higher offer elsewhere, then the pressure will be on them to deliver in the next update, or jobs will be on the line, I would imagine.

Which I may, or may not, still be here for. GLA.

I added a few more the other day.

Probably should have waited for the 80's again, but it's a toss of a coin IMO whether it has another go at 100p, or a return to the 80's.

Either way, I think the next run to a quid, whenever it may be, will be the one that breaks out this time.

But time will tell and my position here is still relatively small, so not going 'all in' either etc. GLA.

In principle, I also have no issue with future raises.

But it depends on what the raise price(s) is/are, and how much dilution it involves. Number of warrants etc.

It cannot just be the big holders who get all the rewards. But things like fiduciary duty and other legal obligations on directors of listed outfits seem often to be only theoretical.

I am not referring to MKA with this last sentence, and I hope it will be one of the few AIM names that do buck the trend.

But LTH's here, unless they have traded around the spikes, or first got in around the lows, have not seen a decent ROI in their investment here so far.

If you simply bought and held from late 2017, you would still be underwater, for example.

Even more so if you bought at any point in 2021.

IMO, 2025 is a crucial year for MKA. And I think it will likely cement what kind of an investment this is, one way or the other.

I am long, but not complacent. GLA.

And they still have 9.5% of SBTX stock that they can sell, so all the family silver is not completely hocked yet.

The near 17m market cap for current revenues remains highly ambitious, but as has been the case for years now, the market continues to give them the benefit of the doubt that Stephen will actually deliver some actual profit at some point, or at least the kind of substantial and fast-growing revenue that might justify said market cap.

Anyway, I continue to watch with interest and hope it comes good for LTH's whose investment here has come from their own pocket.

Google is your friend. Well, insofar as looking up basic answers to questions like that one :)

A fresh short? Another II trim? If so, we will likely find out at some point next week.

Nothing of consequence, if you have faith in the long term direction of travel. AIMO. GLA.

I reckon we need to at least hold 88p-ish for a few days to form that conclusion, IMO.

But cautiously positive.