Member Info for Smithers0907

Its never been leaky because there has never been anything to leak . . seeing as though every burst of 'good news' we have received over the last 5 years has never amounted to anything that has materially changed the share price.

Their inability of being able to make any meaningful footprint in the COVID detection market considering this is one of their areas of so called expertise, combined with the fact that the aviation sector is on its knees, and will unfortunately continue to be so for many more years to come, has led to me pulling out now completely over the last 6 months, after a 5 year core hold!

The investor relations call was the final nail in the coffin for me - up until that point I had still left a few £K in, on anticipation for one of PF's traditional carrots, however seeing that even he had ran out of the energy to pump some false fairy dust up our backsides, I planned to sell off the lot by august end, and commiserated myself with a bottle of Jameson's later that evening.

I wish all LTH's well, no hard feelings to anyone still invested in this share! I'm glad the trading has quietened down at least, so the board doesn't have to put up with the tireless BS that was spouted on the daily,

Heres to the dream,

DS

Take a few months off the board, and the first post I read informs me that DHC has once again sold out, yet remains posting 2729202 a day. Come on fella . . You’re in and out of this more than John Terry at the Bridge household!

Positive update for me, how many other companies will be able to post a transition from loss to profit during the worst Global pandemic the current generation.

The company’s integrity and model bodes well for future speculation,

You could maybe try giving handsome Pete a call at the office , but I imagine he’ll already be oiled up and kicked back in the Banbury sunshine, quite pleased with himself after a half day and the easiest agm the companies ever held since its IPO.

Menzies news sounds promising, but the market needs figures

Tbh, as a painstakingly patient holder of coming up 6 years, I'm content to wait for the two upcoming milestones we have, first of all the AGM, and later the webinar in July.

If there isn't material progress reported after these two key events, then I will get irritable.

Until then, I couldn't care less about receiving daily coms around contracts here and there, they themselves alone don't move the share price anyway - the £4.5M middle east tech contract did about 30% max from memory, which then subsided by 20% within the week.

Stop whining, and until we get the updates in which then we can collectively dissect and scrutinise, just be thankful your moneys in a share that isn't being stripped of business right now, because theres many out there - and a lot more to come.

Glass half full outlook - I think RNS'able size contracts are £500k + ? Therefore it could be a possibility, rather there has been a large volume of individual contracts signed, which wouldn't be subject to paying the RNS fee,

This is exactly it Mike , the potential is undeniably huge. And it’s not just limited to a single nation either - their global presence is proving to be worth it’s weight in gold right now.

The exclusivity agreement was very smart.

The fact that NFL teams and worldwide institution have sought their services bodes well for anyone in need of quality verification.

Very optimistic for this segrmenr of the business would love to know more about the Menzies and Air France project - but yea, back to schools, colleges and universities - you’re surely looking at millions here from just within the UK?

Hitting chains will be key to growth - restaurant chains, casino chains, cinema chains, gym chains, shopping centre chains (intu lol) -

Come on handsome Pete, get your troops rallied for a busy summer, and then offer them a few shares at a £1 a pop he he

Another point I would like to hypothesise, is that any dwindling traditionally associated with conducting business in the middle east or Africa, should be more or less void once the world is back up and running post COVID lockdown measures - as the importance and requirement to have such security contracts in place, will more or less become the spine for the respective economies to re-start generating revenues after months of downturn.

If our clients are smart - they will have been maintaing comms and negotiations virtually throughout this period, and progress with these commitments may very well be a lot further advanced than we would have at first presumed.

Decent podcast from PF - lots of carrots as usual around this time of year (I think the offices must be closed between August-May) However due to the rapidly evolving nature of all things COVID, a key sector of the business at current, I’m expecting a huge ramp up of publicity and news flow over the coming months.

Agree the AGM is likely to be overshadowed by the investor VM in July, however there is no reason why there won’t be contracts signed, delivered and reported before then.

Think today’s dip represents other market opportunities available, and once the 10 and 20 percents have been made elsewhere, the money will start to come Flooding back in here, as opposed to drips and drabs buying, not much free float stock here sees rapid rises on not huge amounts of volume!

It’s always a good sign when a troll comes on the board on a Sunday to aimlessly de-ramp without any substance!

Have obviously put their weekend to good use by reading up on all the research and news flow, and fancies a cheaper entry come tomorrow morning.

On a side note - very interested to hear peoples thoughts on the new GM’s extensive experience and background in Dubai?

Great summary Human

Agree with you Aiming that it has been appalling on all counts, and poor decision after poor decision has merited no deserving of any sympathy shown towards them on my behalf whatsoever.

The reason I pondered the supply issue is because, IMO, their illusive wording throughout all of this, has been designed to encourage certain sectors to remain ‘unofficially’ operating - therefore by making a stance on the compulsory wearing of face masks in public whilst the supply chain isn’t there, immediately creates a further implication that will prevent the smoothness of the transition of back to business.

I’m possibly giving them too much intellectual kudos however, and it’s more likely a result of being completely useless.

Trift, I always believed that the Gov reluctance to enforce the wearing of face masks/coverings was down to supply issues rather than ignorance to the research.

It doesn’t make sense to me otherwise, why a simple, yet provenly effective step such as this wouldn’t be pursued to help start getting everyone out again. Bloody annoying to wear mind !

Where’s tosh at by the way? Did he sell out ?

Maybe Petes also been going for beers with NickE’s MP mate !

Things starting to tie up really nicely at the moment, even more exciting the velocity these contracts will have to move at!

Will make for a refreshing change after years of lost pens and Middle Eastern/African time frames.

Good evening all

RE my 12.23 post - I was referring to the aviation market, that I didn’t think WSG had the capacity to get into. Not with the big boys anyway , SL you’d have hoped would’ve been a given.

I saw huge opportunity for us with tapping into work place offices, a few restaurant chains, maybe a few Lower league football stadiums etc. But now I geneuinely see a game changing opportunity on the horizon. Potentially as transformational as what a long term managed service contract could bring in terms of the revenue generated over a 2 year period from now.

Not only that . . Once their foot is in the door with groups such as Air France, Menzies, Stockholm airport - coupled with their latest CAA excellence status, we could be looking at the possibilities of potential long term contracts with some incredible partners!

I’m re-evaluating my strategy and hold here minute by minute this morning, and starting to re-view it as a significant long term hold once again!

Hopefully more news to follow,

I am 100% certain that fever scanning will become an international protocol.

This has always been the case, I just didn’t think WSG had the capacity to break into this market. I now stand corrected.

Every public place will have some form of fever detection set up - this has been one of the measures that countries in south east Asia have initiated in their preliminary stages of life after lockdown, so we will follow suit accordingly,

Correct - however this will fall under the govs remit

*complying with gov standards (apologies quick typing)

Great links mike. I couldn't be bothered searching for evidence to reference what I was saying, but at least now you've been able to back up my jibber!

AIM - western world companies I'm afraid I don't know of any - I was always under the impression it was likely to be an asian dominated market as this technology and kit has been common practice in many asian hub airports since the outbreak of SARs.

Qd22 - Question: is the division of responsibilities likely to slow this down? .
Quite possibly one of the contributing factors, although from what I have seen first hand, it has been down to the governments failure to set out a standard. Still do this day there is no fever screening requirement in force, therefore airports have been fully requiring with gov standards - it has actually been their own decision to start with these initiatives to try and kick start the industry off their own back, and start the ball rolling for an international standard to be put in place.

To me common sense would say the actual airport authorities should supply this, but I know nothing of how airports work. Any thoughts?

It all depends on the infrastructure - who owns what, (who's territory is who). Airlines own their aircraft - and pay rental fees essentially to park in airport stands. Ground handlers are recruited and paid for by the airlines. It can be a very complicated organisational chart as such, in terms of looking at remits and responsibilities - but ultimately, one would like to think, as the whole industry is being affected as a collective, team work and cooperation would be the obvious. To be honest, in my experience, airlines, GH's and the airports themselves tend to have very positive working relationships.

And does anyone know how mobile these scanners are? Could they be moved gate to gate?

In a nutshell - yes, there is portable technology. I've seen one device being trialled at an HGV delivery depot to screen the drivers, and its almost like a handheld ipad. Whether or not that would suffice at an airport gate, with upto 600-800 passengers boarding an A380, I don't know? But with the frequency of last minute gate changes, you'd have thought it would be an easier decision to ensure every single gate has these facilities pre-installed.

Admittedly, I did not think WSG had the capacity to make too much of a dent in the aviation sector (within decent sized western airports) in terms of their fever detection kits, but I am holding my hands up in part disbelief, part euphoria on the back of todays news, because that really is hugely impressive how they've managed to get into their with 3 huge players.