Share Name Share Symbol Market Type Share ISIN Share Description
Lightwaverf Plc LSE:LWRF London Ordinary Share GB00BKJ9BV58 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.15 6.67% 2.40 2.00 2.80 2.40 2.25 2.25 204,148 09:06:44
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Leisure Goods 2.8 -2.5 3.8 0.6 3

Lightwaverf Share Discussion Threads

Showing 5476 to 5500 of 5500 messages
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DateSubjectAuthorDiscuss
02/12/2019
15:01
Well someone likes it today.Good Luck whoppy lets not turn off the lights just yet!! :-)
clocktower
01/12/2019
23:45
i would guess committed have not subscribed re the high price, ie as the share price has declined so far since then. there will be a new subscription at a lower price if the company needs cash and there is no other alternatives. i'm assuming the 'strategic review' in practical terms is them going into conversations/pitches with possible acquirers, possible new investors, and existing institutional holders. what actually happens depends on the views of those 3 groups. i guess it will take weeks if not a month or two. hate to say the b and e words but i would not want to be doing this stuff at same time as brexit and an election. they should have seen this coming and so began this 6 months ago and not hoped for a good final quarter of the fiscal year that then failed to materialise.
athnotts
30/11/2019
13:06
Resideo would be the favourite to integrate LWRF into their EvoHome range. They may have been watching Lightwave to see how they do and waiting to step in should the opportunity arise. Probably a buyout is easier for them and retain the existing team and then ramp up production and promotion for themselves. The groundwork has been done for them. What they'd be willing to pay if so, who knows, but they could never have taken over on the open market due to the big shareholders and limited public shares, hence no value can be established. If it's a sale, then how the big shareholders get there money back is a conundrum. The investment made and near profitability should be seen as an asset rather than written off. Clearly that investment has some value. Resideo may want to protect their own protocol and products, and so see a buyout as a way of doing that, rather than Lightwave falling into the hands of a competitor. The company needs to update the market on the review process and the sale process and timings. Committed Capital have not subscribed for the deferred shares for the conditional subscription, which they were going to do. Out of the 1.8m conditional shares, they had already subscribed for half of them, but haven't subscribed for the other half, which could be due to the sale of the business. The obvious concern is they don't sell the business or find an investment partner and Committed Capital take the company private, however the other big shareholders would have something to say about that, particularly as Committed Capital have an undertaking to maintain the current trading facility for the ordinary shares.
whoppy
30/11/2019
12:14
Hit the nail on the head there . The size of the market isn't big enough at the current price point of these products. As I've said before, other products in the market sell well and are profitable. LW have the ability and had the time to make the products that have been successful. Wrong choices made. Having the products in the Apple store was great for vanity, however anybody with an ounce of sense would realise it's not the place for DIY product to shine. The only way that would have worked is with Apple promotion and some sort of over the counter installation service. The lack of promotion by Apple has always confused me. The company isn't anywhere near breakeven Whoppy, in fact, it's probably as further away than it's ever been. That's why we are discussing this now. They've burned a other million in a blink of an eye. Sometimes that's not a problem, but when your business isn't scaling too, that just makes it a money pit.As proof, LW competitors, Den, also recently closed down, also for sale. They had nice product too. Same mistake, proprietary protocol made it difficult to mix and match with other products and unable to get their full range to market, promptly. Very few companies are big enough to attempt what both of these companies have tried and the ones that are have avoided these particular products.This needs new blood, new ideas, somebody with patience, very deep pockets and good knowledge of the market. At the moment they've ended up in the middle ground where many companies fail. Too expensive for mass consumer adoption, not able to deliver the total solution a high end customer requires. CT friend / neighbor is an example of that.
sinkyj
29/11/2019
23:25
not just brand, goodwill, patents - whoppy is right about the products being good, i am a customer and i'm v satisfied - but someone over on the london se share chat made a good point today amongst chat about today's drop - the products are high in price. the margins look ok as is but the volume of sales is not there, so b/e is hard to attain - could be the high price point limits the available market. i have had plenty of friends see mine over the years since i've had them installed, and admire them. but very few of them then bought any. i suspect high price is one of the key reasons why. obviously everyone wants it to succeed (maybe even clocktower!) but it could be there is a structural problem with the business model: size of market is not large enough at current price points, and margin is not high enough for profitability at lower price points. tough place to be.
athnotts
29/11/2019
16:28
I doubt that as I expect they have come to realise the boat has left port so to speak. The only thing that could rescue this, is a major that just uses the brand and goodwill plus patents.
clocktower
29/11/2019
16:09
Not as long as the Shermers. I think they must be wondering how to get the company back from the Committed Capital.
whoppy
29/11/2019
15:22
Maybe or maybe not whoppy but they can tell a lot more than you may give them credit for, and they are not bound by city rules in the same way. How long have you held shares in this whoppy?
clocktower
29/11/2019
12:01
I don't think a book keeper or cleaner are privy to information or will know anymore than the CEO. Obviously, if you believe that, then that's up to you. No one knows what's going on with regard to the strategic review, however we know what they are looking to do. Some holders will be distressed and have sold their shares, anticipating the outcome. Does that make their decision right? I don't know. I don't short shares. All I've done is contact the company and ask some questions. The company has good products, is near profitability that requires more capital in order to scale the business, so it can get to where it wants to be, and has a number of partnerships. Having a large shareholder is a help, but has become a hindrance in the current situation, which hopefully will be resolved. Do I want to see the company succeed? of course I do. Does Committed Capital want to see the company succeed? I would think so. Does the CEO want to see the company to succeed? One would think so. Do the partnerships want to see the company succeed? I would say yes. Will the company succeed in it's existing form? Probably, but nothing is guaranteed in life.
whoppy
29/11/2019
08:29
whoppy, remember Jason etc is there by the grace of other board members and major shareholders - without telling you anything, contact directly with some leading figures in the company can be very misleading to say at best. Beware of being sucked into a "It will be alright on the night" claptrap - look where it has go you so far whoppy (unless you have been shorting it while posting positive things). :-) You would be better off talking to the bookkeeper or the cleaner.
clocktower
28/11/2019
16:11
Hi Nar1 - I asked if anyone knows the CEO or has had contact with the company because all these posters seem to post as if they know everything. Yes, I have contact with the company and have had communication with Jason.
whoppy
28/11/2019
14:38
Did you have any luck with this ?
nar1
21/11/2019
14:36
Does anyone know the CEO or had contact with the company?
whoppy
21/11/2019
14:30
Unfortunately the inevitable is on its way. These guys will do as Sinkyj stated earlier in post 5023. All BS - sad state of the AIM
nar1
20/11/2019
10:59
Committed Capital have undertaken to maintain a trading facility for the ordinary shares. They have also not ruled out making an offer for the company. The Concert Party will not be restricted from making an offer for the Company unless the Concert Party either makes a statement that it does not intend to make an offer or enters into an agreement with the Company not to make an offer. No such statement has been made or agreement entered into.
whoppy
20/11/2019
10:26
that makes sense to me sinkyj. whoppy, one reason why the other major shareholders might be in for going private is in fact the dropping valuation. if this was a private company without its chequered history, ie just the recent growth, relationship with apple, john lewis, possible emea expansion with eu socket and new distis etc., then it would carry a valuation above the current one. on the often used loss making private tech company basis of a revenue multiple the company is valued today at approx 1x FY19 revenues, which v low given recent growth. mind you, one thing that might hurt a private raise after de listing would be what's going on with den, looks like they might be out of business from a quick bit of googling. and the last 2 form 8.3 rns uncovered 2 more institutions which by my calcs make it over 75% if they all align...
athnotts
20/11/2019
07:34
I think the other major shareholders would have something to say about that, imo.
whoppy
20/11/2019
06:37
"the Company may need to seek the support of its shareholders for the cancellation of the admission of its shares to trading on AIM in order to accommodate a significant investment. Alternatively, an investor may seek a controlling interest in the Company." I would suspect CC have sight of money to invest into the company, either their own or some related parties, but are obviously unable to in its current dysfunctional listed state. There's been no attempt to bolster the share price for some months, and the current procedure will satisfy the rules. Then it's delisted. New investment in. Restructure. Big spend. Bit of good news. 12 months down the line trade sale to Resideo. Absolutely, no special knowledge or knowledge of the take over rules. That's just my best guess knowing some of the people. Alternatively, Resideo could come and take the lot. However I suspect it a bit early and a bit messy in it's current state.
sinkyj
19/11/2019
16:25
You guys need to read the last RNS. Lightwave are in a whitewash situation and Rule 9 of the Takeover Code has been waived. If Committed Capital go over 50% this will initiate a whitewash and ALL shareholders will lose out because Committed capital have stated they will not make an offer for the company. So it is in the interests of the other big shareholders, like Unicorn and Brewin, to either see Lightwave be sold and they can get their investment back or have another investor join the party. Committed Capital can't put much more money in as they are at 38% and the low market cap means any money they want to put in will invoke the whitewash as they will surpass 50%.
whoppy
19/11/2019
15:41
Thanks sinkyj for staying with the thread and providing your expertise - Wow that disclosure was eye opening but not surprising, as your knowledge has always provided an insight and been a guide in some respects to holding an investment in this. If it had been a larger company I would have shorted it to the hilt a long time ago and been sitting on a fortune now, having given due warning of the place I though this was going - but to be fair I would have closed my position at around 7p - as it could still bounce I guess - pigs might just fly.
clocktower
19/11/2019
15:33
you nerds done now? ;-) nearly made the top 10 list of losers today, and on pretty small volume selling. rns saying brewin dolphin hold 4.9%, that's not listed on web site but if you add that to directors and institutional holdings that are listed there total is 71.5%. getting close to the 75% needed to de list. another one popping out of the woodwork and/or a small placing to get a bit of cash from cc whoever and they are there. assuming they all agree.
athnotts
19/11/2019
13:50
So you agree the Lightwave hub works with Honeywell products using the Lightwave hub. It now also works with the Samsung hub and Smarthings app through Samsung devices. You know that I hope. I think Lightwave is very adaptable and can work with many other devices that are not Lightwave once they've done some work on it. So it's not an isolated system/protocol, imho.
whoppy
19/11/2019
13:21
Whoppy, Sinkyj conceived, designed and coded the Lightwave RF protocol and has a fully stocked RF test lab and nearly 30 years experience in Smart Home technology. It's really not important, but, I can assure you the Lightwave hub emulates the Honeywell Rameses II RF protocol on 868.3mhz to talk to, and only to the HR91/92 TRV. There's even a separate pairing button on the App for the Honeywell products. Lightwave is my protocol, I can recognise it by hearing it on a RF scanner. Nothing you have posted contradicts that statement. Everything else you have posted is about the Lightwave cloud and it's integrations. A very nice job but it's not a RF protocol. I am only giving my honest opinions on the current situation to help others decide what to do. You can decide what you do and good luck to you. It's not fair to others to mislead, even if unintentional.
sinkyj
19/11/2019
12:33
Lightwave Completes SmartThings Integration The SmartThings hub and app make it easy for users to control, automate and monitor their home environment from anywhere via a mobile device, and the set-up can be configured to fit each users’ needs. SmartThings is compatible with hundreds of third-party devices, making it possible for customers to create an integrated smart home. Now Lightwave products will be included in the list of compatible devices and SmartThings users will be able to include them in their set-up. We are delighted to confirm the completion of the integration to our customers that have been requesting it and we see the great potential this opens up in terms of the number of different things which become possible to control via SmartThings. In fact, some of the Lightwave team are themselves users of SmartThings and have started to experiment with the integration at home. Chris, our Online Marketing and eCommerce Manager uses his SmartThings Motion Sensor to turn on his Lightwave 4 gang dimmer in his study, He then turns off his lights using voice control with his Google Home smart speaker
whoppy
19/11/2019
12:31
Sinkyj reckons Lightwave uses the Honeywell protocol to operate the Honeywell devices. It's not the case. Lightwave and Honeywell EvoHome controller can operate each others devices. Also other Lightwave devices can be used with Honeywell devices. It goes to show that the Lightwave protocol is adaptable. You can even use lightwave devices with SamsungSmarthubs and devices. What can the new Honeywell Home valves do? The new Honeywell valves offers smart control of your home’s heating radiator by radiator. The target temperature for a room can be changed from anywhere, and schedules set for each day of the week. As part of the Lightwave Link Plus ecosystem, these devices can also be part of a wider Lightwave stat home systems; e.g. if a window is open then the heating can be automatically turned down when a radiator valve is grouped to a magnetic trigger; when the Movement Sensor detects that a spare room has been occupied for the first time in a while, we can warm the room up; and when the entire house is set up to shut down at the touch of a button, now the heating can also be part of the routine.
whoppy
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