Member Info for LWHL

I do both. Some go in both baskets, others just in one or the other.

For now, this particular name is just a planned trade for me.

If we see some significant inside buying in the next couple of days, I might consider this one for the 'both' category.

Nothing speaks louder than the sound of inside hands digging deep into their own pockets IMO.

And I hope for you, and other PI's who have invested their hard earned cash here, that congratulations will be in order.

Don't forget the free clothes and corporate boxes...or who the real beneficiaries of the green agenda are.

Whoops. Got me onto my soap box, and I tried hard not to do so this time :)

Anyone remember Long Term Capital Management, across the Pond, 1990's?

Long may the stock market Gods prevent perfection....otherwise we humble PI's will be toast :)

Yeah, but look at the state of the clowns in charge.

Anyway, we are on a normalised P/E of 12.6 at the time of print.

I would not rule out a further 20% being shaved off this one, before we hopefully start the ascent back up from there.

That would also put the dividend above 5.5%, which starts to become interesting for dividend seekers.

I used the word 'we' because my first couple of buy orders have triggered.

Got a few more in the pipes, which I am not expecting to see hit today. And they might not ever, of course.

Will take a view if/hopefully when we return to three quid or so. GLA.

It is not the role of governments to create jobs.

Good government is small government. Leave the real economy alone, keep the public sector small and lean, with only genuinely essential state employees.

Then it can be wisely, usefully and successfully funded through the productivity of the private sector. Not through adding to the rapidly expanding national debt pile, as is the case today.

In the meantime, we are hostages to the politics of envy, corruption and failure.

Anyway, I have set a few small buy orders here. Will post if any of them hit.

Never been in this one, but like the proposition, and think it should be generally OK during these commie times.

As much as anything can be assured. Apart from Blackrock naturally. Tempted to add more on that topic, but will not :) GLA.

I arrived at the same opinion. GLA.

Cost savings will be found, including job cuts IMO.

Pathetic socialist policies. Hopefully will be reversed when we get a patriotic government next time around.

I have no time for those who would seek to inflict controls on all of us, to accommodate the small number of weak individuals who fail to take personal responsibility.

We are nearly at the end of another calendar year Ashton, and still no sign of any asset sales.

Having just read the September interim results, I cannot understand your continued optimism.

The Rod purchases are literally the only positive take away that I can understand.

Still casting a casual eye here now and again, but IMO the investment case is weaker than it was when I last posted here - and it was not looking attractive back then. Which the market appears to agree with.

Anyway, GLA.

IMO another go at the 50 DMA soon. GLA.

Having seen a couple of familiar names in this one, I decided to take a look myself.

IMO, based on fundamentals, it simply appears to be in the 'fairly valued' camp at the time of print.

It does not appear cheap, even after the drop (which itself was not particularly steep); profit warnings, if you can call this one (not really to my mind, but a little one perhaps) usually seem to come in threes...and the big one for me: no inside buying yet either.

Throw in the understandable cautious forward guidance (driven in no small part by the pan-European socialist approach to economics) and if anything, I think the SP is holding up quite well.

IMO and subject to no additional company-specific news, 215p-ish would start to look attractive. 200p certainly.

Nearly 4% short interest, as far as the disclosed positions go, and no reductions yet.

It will be interesting to see if this remains the case in a week or so.

Anyway, GLA and I will keep this one on my radar, in case I get the opportunity to join you.

It looks to me like a cup and handle formation is almost complete.

If it plays out (and if indeed I am not simply seeing something that is not there, which is entirely possible, lol) then that should give us circa 100p.

Which is just shy of the 200 DMA at the time of print, and which I would expect us to have to test a few times, before hopefully breaking out and up.

Now watch the SP drop like a drunk at 4am :)

Yep. Classic AIM. See if we are going all the way back to test 6.21 and maybe even 6.03.

Will take a view then, but ultimately I agree with you and want a higher price for my holding than 8p, let alone less. GLA.

Looks like you made a good call to hold. Well done and GLA.

What does everyone make of that update?

A mixed bag IMO. Not a disaster, by any means, but the forward guidance suggests to me that we might have some further downside ahead. Even allowing for the current low SP.

Then again, I did not expect JD to bounce back so hard, so quickly, so I could be a great contrary indicator here too :)

Think I am going to sit this one out. Have some stuff to do early doors and would want to be watching the action closely if I was going to have a trade here. GLA.

Fair play. I for one did not see a 10% up day here. Not before a print in the 80's anyway.

GLA and I hope it continues its march forward.

To be fair, many felt the same way a few years ago, when the price was materially north of the current print.

If some are locking in nice gains from sub 5p buys, well, nobody went hungry taking a profit.

FWIW, I am not a seller at these prices personally, and am interested to see how we fare once the US wakes up.

This one has the ability to really motor, although it has been a while since she was put through her paces.

Maybe the next week or so will see this change. Fingers crossed naturally and take nothing for granted IMO. GLA.

IMO, this will really rocket on a sale of Songwe, or a free carry arrangement with one of the majors.

I have been banging on about this for a couple of years now, but a gentleman's bet says I am right.

Hopefully we will not have to wait too much longer for that scenario to materialise, and then prove my point :) GLA.

I have literally been pondering the exact same thing, theAccountant.

At the current price, it feels like a lot of pessimistic expectations have already been priced in...but then the SP of JD gave a similar impression just before their results.

Like with that name, I think I am going to sit on my hands and see what the update says.

Might miss the boat of course, but such is life. GLA.

The chart is certainly looking good now; no reduction in declared shorts as of this morning, so either they are starting to reduce now, or IMO they will soon, as they begin to see their profits evaporate.

Good volume on Friday and looking like another high volume day today. GLA.