Member Info for LWHL

I have one sell order in the pipes, just in case we get a spike, but will be happy enough for it not to get filled.

I can see a potential short attack in the days after we go ex div (hence my comments about those other buy order areas I have in mind).

But, IMO, on fundamentals I am comfortable with this name at this price. And even more so if it goes lower, logically.

That 100K inside buy adds to the bull thesis - but as always, time will tell and I take nothing for granted.

Glad you are in this one too, Mary.

We do seem to like a lot of similar stocks. Hopefully this will be another one that we both profit from, sooner or later. GLA.

Now we have the results, it is certainly plausible, I agree.

Not sure if the key shareholders would accept less than 120p or so though, and I am not sure that a potential acquirer would be willing to go higher than that in this market.

But it would be nice to see that scenario play out :)

More than content for it not to, and simply collect these chunky dividends during these challenging times.

Well done to those who added pre-results. GLA.

It was a wise decision to take profits when you did, albeit you did say when the SP was around 80p that it had a lot more to go :)

If I had only been here for a trade, I would have done similarly, as I said before here, but this remains in my LTH bottom draw allocation, so will add on dips and collect the meaty dividend. Fingers crossed naturally. GLA.

IMO. Dividend maintained at the current level and pleasing AuM; profit and EPS down, which shows we are still in challenging times.

A hold for me personally, although if the market sells us off, I will add to my current position. GLA while we wait for Mr Market to show us his thoughts...

Best in class, according to whom?

If the 'assets' were that good, then IMO they would already have been snapped up by a proper player, or at least have received funding by a serious entity by now.

Either way, their development is so many years away from anything potentially meaningful, as to render it of no consequence for current shareholders.

So we are back with the Stalicla deal or no deal, just to keep the lights on beyond 2025. Say early Q4, as realistically, they cannot leave it to the last penny.

Fingers crossed indeed. GLA and see what tomorrow brings...

Given they have not addressed this matter already, one can only assume they will do so in the January update.

IMO, the CFO should have bought a decent amount of shares after the last update. At least as many as the NED did. Preferably more really.

IME, when they buy, it can often be more positive than when a CEO does.

Because they tend to be more risk-averse, and really understand the financial health of the company. Not always of course, but generally speaking, I think the premise is valid.

Anyway, they did not and the radio silence continues for the time being.

And until we get clarity on the topic of finances, we can only speculate. Which is hurting the SP materially, in my view.

Not advice, as such, and feel free to discard it if you want to (and above all else, please take it in the positive spirit that it is intended)...but perhaps consider laddering into any future stocks that you decide to pick.

It sounds like you just bought a slug in one go and have been sitting on them since then.

When I like a name, I will tend to buy in several tranches, on the way up (or more often) adding on the way down, lol.

It does not always work, and ultimately you have to decide your own levels of satisfactory risk/cash allocation and the process that works best for you, etc, but for me anyway, it has served me far better than sliding all the chips in from the start.

Something that I frequently did when I was new to this stuff.

Anyway, I hope it comes good for you here and wherever else you have skin in the game. GLA.

Pretty poor show not to have clarified that issue yet.

With the wider markets generally up, in particular the 'higher risk' names, this one looks like it continues to lose the faith of its holders.

Not even oversold on a technical basis.

All that said, if this holds the current price, it could be a double bottom and give holders some relief with a move back up to mid 20's perhaps.

Still not tempted personally, for the reason previously detailed, but it remains on my radar nevertheless. GLA.

I think so. 1.28% disclosed short level currently. Solid, if not spectacular volume, over the past week or so.

Chart looks good. Some resistance around 97p-ish IMO, but we are looking good for another leg up from there.

Subject to the obvious stuff and only IMO. GLA.

At the time of print, Qube is the only short above the disclosed range. 0.65%.

Millennium and MW may or may not have closed out entirely, but short tracker does not show that data.

Anyway, circa 69p is the next level of resistance that I can see.

Assuming no company-specific news pops up, break that and we could enjoy a run back up to 80p. AIMO & GLA.

Yep. The chart continues to look good as well.

Nevertheless, I let a few go in the 65p area. I had got a little overweight here (albeit grateful now for those unplanned low 50's tranches that I took!) Still a bit heavy at the time of print, but sitting tight until 68's now.

At which point, and should it happen of course, I will take a view on another slice.

70p was the original slice target, but that was a good many thousand shares fewer than I held at that time. So trying to be somewhat sensible :) GLA.

That is (fairly vague) projected revenue, not profit though, and seems to require essentially £1.5 million upfront payments from Opti to do a lot of the work, as I see it.

Then when you consider their historic revenue achievements, I am not confident that they are going to hit those numbers. But even if they do...how much is actually going to represent profit?

Remember the old maxim of revenue being vanity and profit being sanity? Hey ho. GLA.

It will be interesting to see how the market takes the news today.

Am I reading it right that Opti is going to be shelling out money for something that 'could' generate a little over a million a year in revenue over the next four to five years (what about the profit? lol).

Typically woolly waffle IMO, but the market will decide. GLA.

We will have to agree to disagree on the update and the management matters.

Had the CEO and a couple of the other directors purchased 100K or so each of shares after the update, IMO we would not have dropped below a quid, let alone below 80p.

But it is what it is, and as long as the next update is at least at the upper end of guidance, with a fairly bullish forward statement, then the last update will not matter.

Well run, this business is a cash machine, and should continue to prosper in good times or bad. They should be able to absorb the costs which are outside of their control, while paying down the debt.

And as long as they do, then the rest will take care of itself. GLA.

The sell off was the result of a poor update. I agree that the SP is oversold still and was even more so around 80p and below, but the lack of inside buying has not given the market confidence that we are 'cheap'. Rightly or wrongly.

I also agree that the inflationary and labour costs can be absorbed without the business losing competitiveness. Something that the next update should demonstrate.

But as I have said before, it is not shorts who are to blame for the sickly SP. It is the management.

They are well paid. Which is fair enough - but the buck stops with them. GLA.

As long as it ends up back around 3 quid or so, sooner or later, it's all good to me.

And those I buy around 215p-220p, should those numbers print, will be offloaded around 270p.

It will not likely total 100K worth of stock, as the CEO took recently, but the net profits, should they materialise, will be satisfactory nonetheless. GLA.

I felt the SP was frothy last time I posted here. Reading the last update, I am even more surprised that the range is still intact.

The beauty of having such a large percentage of the float in sticky institutional hands, I guess.

It is, to say the least, IMO deeply unattractive on fundamentals, but technically it is oversold on the daily, so you might get a bounce soon.

Hope you are keeping well, Gingy and I hope this one comes good for you.

Depends if you take their recommendations at face value :)

Usually a good indicator to buy IMO :)