Member Info for WolfofWarks

The wages and bills don’t pay themselves chaps.

Good move selling some while the price has moved higher to hedge against future volatility.

Reducing the need for further finance and dilution to meet working capital requirements.

I listened to half of the investor presentation in the car on the way home snd then lost signal.

All sounded promising.

And for all that experience they have overseen a six year decline in the value.

It amazes me how this stare stays under the radar with everything that is going on with online gambling at the moment, especially in the US.

How do voting rights work then?

Four votes for every ADR?

Pretty sure in the interview it was mentioned that the strategy would be direct to consumer so not expecting this to be appearing in Boots anytime soon.

"You keep trying to hammer home that essentially TA is the only way forward."

I never read it as that. My take it on it was you can have the best of everything in place but if there is no commercial helium there?

The charts can't tell you that either obviously.

Shein will have their own problems with the Chinese government with the way they are going after their own tech companies.

Just been having a flick through the investors chronicle and ASOS is now one of the top 40 shorted stocks with 2.29% short interest.

The interesting thing about this increased investment by T Rowe is if you look at their website what is the first thing you see?

Loads of material on their ESG credentials.

https://www.troweprice.com/corporate/uk/en/home.html

For me a big signal that the work that management with Leveson have been doing in the background is bearing fruit.

So are we saying they have filled the form out incorrectly then as they haven’t started their previous position.

Unless they don’t have to if it was under 3% and not requiring disclosure?

I never quite understand why people use all their isa in April.

Buy small and often in dips. For example yesterday was down 10% at one point.

This is volatile, how long ago was it that you could buy for 80p and now it’s 130p, six month ago 250p+.

Buy smart to make the best use of your money. Sell on spikes buy on dips, but keep a core holding.

They’re obviously working away in the background. Let them got on with it.

These things are never easy especially when you move the goalposts by adding more products into the mix.

Patience required.

Not according to the RNS unless they sold out and have come back in.

There is no declared previous position.

“ WolfofWarks - What you have said might be true. But the cold hard reality is bids have hardly generated any revenue at all in their existence. The signs are that this is not going to change any time soon. That can only mean more dilution further down the line for LTH's unfortunately.”

It’s still in concept stage though the platform and market has to be created. Don’t get me wrong this is proper high risk it’s no forgone conclusion. The deals seem to be flowing though at least.

“Draper hasn't delivered what he said he would and the financials are in a sorry ole state compared to where we thought they would be”

Hi Helx

I’ve worked with service/tech starts up before and they are op ex heavy and cap ex light. So yes the financials look worse because costs processes straight through p&l where other start ups can park them on the balance and write down over many years.

What I don’t get is if you are that down beat and have that little faith in the management why are you still invested here? I don’t understand your rationale. It goes against every investing principle I have and you claim to own, what is it 50 stocks?

I was expecting a big dip today with the Afghan action and the FED Jackson Hole meeting later on but some stocks seem to be flying this morning so far.

I think this is what Helz doesn't get. Yes he's been trapped here for what seems like an eternity but it really is only in it's infancy.

I wasn't comparing the two, more that I think a lot of cash from there came over here yesterday, hence the large rise.