Lightwaverf Share Discussion Threads

[minione_pm] 09/6/2016 21:34

So why do energenie mihome products look and work in such a similar way to lightwaverf's

[gozo] 09/6/2016 17:39

Thanks for your reply sinkyj

[clocktower] 09/6/2016 15:59

It will be interesting to see if stagnates at this level and to see if there are any buyers that take up that last 10k sold, and wait to see if any further sells appear before it ticks up again. I guess you have a good idea sinkyj how big a jump it will take on news, based on what you are being quoted on any decent quantity. The market slump today may also not be helping and could have even been the reason for those sells.

Having just checked on-line I can only get a quote for 1k at just under 17p

[greenrichard] 09/6/2016 15:55

I did mention that trade at the AGM and that nothing had been reported. The NOMAD was in attendance and said he would check, so still surprised that City Financial have not reported it yet.

[sinkyj] 09/6/2016 15:16

Nothing confidential or scientific Gozo, and it's short term reasoning.

Obviously, I think there is at this point more potential upside than down. (Hopefully) The bad news is out of the way, it appears, for the short term at least there is a source of funding. Deals like Nest may not be game changers, but they up the profile of the company, making the pool of potential investors a little bigger. There is a lot of potential good news, yes I know some of it is well overdue, however it's better than knowing there is no potential.

The real clincher for me personally is I believe, by the Level2 movements and by the quotes I'm getting, that the overhang from our mysterious 800K sale has nearly been taken. I have no scientific reasoning for that, just a feeling watching the ticker. There will be sellers looking for a better exit than was available immediately after the results, so they will need clearing too. But when it goes, it will move rapidly, that is the nature of an illiquid stock.

Long term, there is much doubt of how much further money will be needed to see this through to breakeven and we could be surprised, at any point, by another fire sale fundraising. This is real risk money.

[clocktower] 09/6/2016 15:06

Maybe sinkyj will buy the company but it seems there is still a seller around and others like myself would rather wait for news than risk taking even small losses on this once again.

In view of the bank arrangements they are taking their time letting investors know about those large orders, if indeed there are any very large orders.

[gozo] 09/6/2016 11:53

sinkyJ - I'd be interested in hearing your reasoning on adding to your holding.Of course, I totally understand if you'd prefer to keep your reasons private.

[sinkyj] 08/6/2016 20:37

I've loaded up, on a few more. And yes, they are starting to become hard to find. I suspect the overhang might be coming to an end .

[clocktower] 08/6/2016 14:38

Maybe someone has rung them already looking at the trades over the past days, and the rise in the share price on light volumes. Looking at L2 I see there is only one left on 16p and one on 16.5p so it might be they are a bit short of stock and any good news might send this flying I guess. Still worth waiting for news of these large orders they signalled.

[loobrush] 07/6/2016 16:47

Someone needs to ring the company and ask what the plan is with nest !

[sinkyj] 07/6/2016 16:32

Ct, you seem to misunderstand the depth of the integration. The link is simply both systems share the fact you are in or out of the house. You can't control Nest thermostats from LW Apps or LightwaveRF from Nest Apps. That is a different level of integration, no doubt planned.

At the moment the key fact seems to be there is nothing other than a technical link. If you go to the nest website LightwaveRF are not even in the "works with Nest" list yet. Should the link be used for promotion and or the selling of packages, then that would be fantastic, but as you say, the information here isn't enough to make that leap of faith.

[clocktower] 07/6/2016 16:27

The other 90 companies do not have the products at the prices that Lightwaverf have as far as I am aware.

[sinkyj] 07/6/2016 16:23

Joining 90 other companies that already "work with nest" is not a game changer, especially this trivial level of integration. Working with Nest at a corporate level would be, marketing to Nest customers, Utilities installing Nest/LightwaveRF packages, but we have no indication this is the case yet.

Apple would be different as there was already an indication of corporate interaction, "helping to implement Homekit", but still only joint marketing or stocking in Apple stores would be a possible game changer.

GR is correct, selling 8000 devices a month isn't enough.

[clocktower] 07/6/2016 16:18

Agreed GR but the fact that the products now link with Nest must be the key to selling a lot more products, if as already has been suggested the likes of NPower offer them as part of the package and start promoting it into the bargain.

What is needed is for the company to convert their recent comments into some sort of fact and confirm orders, so to give the likes of myself confidence to buy the stock, having taken small losses before.

[greenrichard] 07/6/2016 16:02

The gamechanger would be selling more kit

[clocktower] 07/6/2016 13:46

Is linking with Nest the game changer?

If good news is forthcoming about Homekit as well and information about orders is provided, I guess the share price might react very positively.

Thanks for those links - good to see the brochures on the updated website but when is a good time to buy back into LWRF is the question.

[sinkyj] 06/6/2016 13:08

Not really a RNS worthy announcement. If NEST actually listed LightwaveRF in the 90 or so companies that "Work with Nest", then it might have had more clout. It's also been anticipated since Oct last year on the company twitter account, so unlikely to cause much investor excitement.

Far being an admission of failure, this integration is all about the two (heating) systems working together, so you could have a Nest thermostat controlling the boiler but LightwaveRF valves controlling the rooms. The integration means that when you leave the house both systems understand you are away and don't fight each other, valves opening because it's going cold because NEST has turned the boiler off as you are out. Alternatively you could open both apps and press Away, or use IFTTT, so it's not a major thing. However, it's a nice feature to have and essential if you were trying to sell/install as a package.

So baby steps in the right direction, when Nest also announce that LightwaveRF "Works with NEST", it might have more impact. It's billed as "the first phase", so let's look forward to the next stages coming along quickly along with some publicity.

[loobrush] 04/6/2016 13:35

Link up with Nest-
just a thought here
Npower supply and install the Nest thermostat as a package-are they considering also offering the Lightwave range as well-it could generate a lot of business for Npower and a lot more for Lightwave-is that the reason that the have have linked up with Nest.
Most of the energy companies are offering the supply and install of heating controls as part of their services to generate more business apart from just the supply of fuel.
A link up with an energy supplier would provide a huge market for Lightwave -its what they need a link up with someone who can provide a base load of sells for the company and give their products some publicity.
Could be !

[pugugly] 04/6/2016 12:19

Could the linkup with Nest be the kiss of death ?

Tony Fadell flies from faltering Nest


"If there's a bigger picture to take from all of this, it's perhaps this: despite a chorus of voices backing the concept, the vision of the connected home does not seem to be materialising.

If you could travel back in time to the Consumer Electronic Show (CES) in, say, 2014, and tell attendees that midway through 2016 there still wouldn't be a critical mass of people with app-enabled houses, you'd be a lonely voice indeed."


Very well worth a read (imo) - [A bridge too far ??]

[whoppy] 02/6/2016 21:20

Siemens and B&Q have dumped LWRF.

[clocktower] 02/6/2016 13:18

The LightwaveRF Android App is the first platform to support Nest. iOS compatibility is due to follow in the coming weeks.

[clocktower] 02/6/2016 10:37

Maybe LWRF should credit them whoppy in exchange for new product(subject to them displaying them alongside other home auto items) less a discount that would cover best part of cost just to have fresh product on the shelves.