Member Info for LWHL

If you can make it happen, you can name it whatever you want, mate :)

In the meantime, a great repeal act that includes overturning (assuming it gets passed into law), the most recent example of the social credit system plans ('pub and travel bans proposed under sentencing rule changes' - BBC article from the other day), then that would be a good start.

One that enshrines genuine free speech, capitalism, small government and no social credit system, including by the back door? Count me in, brother :)

Great idea Nettles, but where is the scope in that idea for the politicians to dip their beak? A cynic might ponder. I myself have no such opinions in either direction of course :)

But putting that aside, good luck stipulating those kinds of restrictions, even without government (our) money. I would imagine that such an initiative would fall foul of existing law.

An accountant and a tax adviser are different beasts, in the main.

But even with the latter at your disposal, the 'tricks' (opportunities) are getting smaller and smaller.

Certainly for all but the very wealthiest, with extremely sophisticated offshore trusts etc.

Hence why so many HNWI's have been leaving the UK in significant numbers over the past few years.

Do you think they would have left in such numbers if the 'tricks' were still so good?

And our government has already started to find out that the pesky laffer curve is not a fairy tale.

So 30p now and that is still subject to remaining pre-conditions being satisfied. And the BOD supports this! Goodness me. GLA.

In fairness, that was almost a bullish post from Roger. Certainly as close to positive as I have seen from him so far :)

Presumably it will be available on catch up for those who cannot dial in live?

I appreciate that but equally, when you factor in dividends and, in the case of those employees, (very good) salaries over those years, the sting would be less significant than for small shareholders that might have bought nearer the highs and not averaged down, for example. Tax loss harvesting potential for many of them too, I would think, in the hypothetical event of needing to take a haircut.

Institutions hedge, so they might be sitting on far smaller paper losses than would appear at first glance. They also take losses when they deem it right to do so, with a more dispassionate approach than perhaps many PI's are able to.

But who knows? A look at the chart of many, many stocks shows plenty of multi baggers, even over the course of merely two or three years quite often. Even more over a 5 year plus horizon.

If they can continue to improve the financial metrics and stay on top of all the macro and micro challenges, then sure, why not?

Always fun to speculate while we wait to see the actual outcomes :)

I still think we are in play.

Has the business given any indication whether they might run another buy back, or was that a one time thing?

It will be interesting to see if they copy Amazon (I think it was) who showed the potential tariff-related price hikes to their products a little while back.

I would imagine not, for a range of reasons, but it will certainly be interesting to see, either way.

I also agree that there probably has been some front-running purchases to try and beat the tariffs (which may have had an impact on the recent inflation prints too), but what really matters now is forward guidance.

And whether US interest rate cuts, when they are announced, do to the stock markets what they historically tend to do, or if this time will be different.

From a TA perspective, it looks like a bear flag to me on the yearly, but the six month chart looks bullish, so I am on the fence from that angle. GLA.

Yep. Especially given the fact that none of these outfits have avoided significant cuts to their respective share prices in the past few years.

Nevertheless, it is clear what S4 needs to do, and which has been covered before on this chat board, so I will not repeat it.

I think they will do sufficiently well to give me an opportunity to either take a decent profit, or hold for the long term - but we shall see.

I do not think they will ever return the SP to ATH's, or even 400p levels, but 2022 prices would represent a 5-bagger from here.

But you have to accept that risks to the downside also exist, even right now, which I am comfortable with, personally. GLA.

Great volume today. Only a small short interest, so not sure it is a squeeze.

Just IMO beaten down for so long, with an RNS that many of us (me included) feel suggests that the update will not include any new negatives in September.

Throw in the initial positive market-wide sentiment over the JH stuff as well.

Too early to say we are in a break out, but hopefully that is going to be the direction of travel soon.

As someone who trades some names, invests in others, and occasionally takes a hybrid approach with a small number of outfits as well, I would not call trading anymore a gamble than LTH investing. Certainly insofar as individual stock picking goes.

But finding a strategy that suits your own profile/risk appetite etc is all that matters. As long as you make more than you lose.

Anyway, good end to the week. See what next week brings. GLA.

Sorry to see you revert to a snippy comment, Pokerchips.

But if you genuinely believe that any world leader, let alone one with stones (not commenting on morality or 'niceness') would feel anything other than mirth at the weakest yet of the long line of failed PM's we have had, in the past couple of decades certainly, then your comment lacks all credibility. And frankly is embarrassing.

Nor was it particularly relevant to my earlier post that you felt you needed to comment on.

Ah well, as a free speech absolutist, I support your right to be the keyboard warrior that you accuse me of being. Risky business, in contemporary Britain :)

Apart from Roger perhaps, lol. GLA.

If you believe that she/her party 'discovered' a financial black hole (or to be more clear, that one exists in the first place, by complete accident or by carelessness) then I have a bridge to sell you :)

Hopefully not too much longer to wait, for the strong men to take over from these weak ones, and work towards bringing back good times for the UK etc...

That is absolutely the quandary. I have been tempted (but have held off) taking some off the table today, well short of my target, simply because of the Jackson Hole risk factor.

If I did not have plenty of dry powder held back, I would have, to be honest.

But if he tanks the markets later, I have my plans in mind and will action accordingly. If they remain steady, or even lift, then hopefully onto that gap fill here (and a few others, for that matter) and decisions to make then on what would represent more respectable profits. GLA.

It would not need to be anywhere near a £10M contract first up. Lovely though that would be, of course.

A proof of concept is all we need to see this one head off to the races, IMO.

Over time, all being well, larger and larger contracts certainly, one hopes, but initially, I think the bar is much lower than that.

Either way, we will know soon enough! GLA.

Surely the parallels with the dot com era, when it comes to AI, are abundantly clear to all here?

Yes, it has already been disruptive and will continue to be so. But IMO the idea that it is going to herald the kind of sustainable, out-sized growth, that some seem to imagine, is going to lead to disappointment. And maybe the shoe that drops, as our friends across the Pond like to say.

Which would be no bad thing for S4, in my view.

I do not know if this time will be different, but I have been a shareholder in at least two other small caps that went down this route in the past on that exchange.

Neither saw a benefit to their share prices, or much improvement in liquidity either.

But as always, time will tell. Good luck to the non-BOD shareholders anyway.

Sub 50's for me to add here, Mary.

I have been pondering WPP, but not taken the plunge yet. Still in S4 though.

Still think we might hear something about another potential bidder, but even without, I fancy a return there sooner or later.

More US-focused right now in terms of weighting. Very much trade focused, with small core investments in a few as well, but dry powder the biggest weighting right now for me.