Lightwaverf Share Discussion Threads

[ukdannyboy] 29/8/2018 17:01

This is old but...

hxxpS://www.techradar.com/uk/news/the-house-that-apple-built-a-tour-around-a-purpose-built-homekit-smart-home

The Home that Apple built.

Every socket and light switch is Lightwave RF.

[whoppy] 29/8/2018 16:43

I think Apple will take care of everything now Europe wide..hence no news as sinkyj says.

[clocktower] 29/8/2018 16:33

If they do, then I am sure there will be a big spike upwards sinkyj - A good time to jump in and back out soon after hopefully, as I guess a lot of larger holders will head for the exits once they have profits over and above 16p.

Good Luck but the Customer Service issue for European countries is a big concern as I doubt they have the resources to deal with it.

Maybe your all hoping the product will be fault free and not need the support it seems to need in the UK.

How many stores do the have it at in the UK?

[sinkyj] 29/8/2018 16:13

One of the good reasons that this news may not have dribbled out via a RNS is that Apple have an embargo on it, so they can make a joint splash with LW and launch the promotional splurge. Something is definitely different this time. We are all guessing.

[whoppy] 29/8/2018 16:11

I still think they will buy lightwave...eventually. They will rebrand it Applewave.

[sinkyj] 29/8/2018 16:07

You maybe correct about terms. Who knows? But know Apple store shelf space is some of the most prized on the planet. There isn't much stocked in store. Their not wasting it on stock they don't think will move at some point in the near future. Granted the UK may have been a little trial and to prove things like customer support but 22 countries is not an experiment. It's one on the largest companies on the planet giving shelf space to a small UK company. They might be wrong to do that according to your logic but I'm happy to wait and see. I can't see Apple giving space to stock they won't promote when the time is right

[boogleboogle] 29/8/2018 14:23

Just sayin'...........

[ukdannyboy] 29/8/2018 13:33

Lightwave aren’t stocking the products in Harrods, they are stocking the products with Apple who they already have a good relationship with from them already being a UK supplier and developing certain aspects of the HomeKit based solely on meetings they had with Lightwave.

I’ll just leave it by saying that I’m looking forward to an announcement from the company that will put both of our speculation to rest.

[clocktower] 29/8/2018 13:26

You may think it is nonsense Dannyboy and you are entitled to your view but I have done deals in the past with suppliers, that were done just to have the products in the public eye, and you are seeing more suppliers even paying for space in retailers to have there product on the shop floor, so they can build up their web sales.

Have you any idea what the likes of Harrods demand from suppliers to stock their products?

Nobody is gloating about the share price falling - I just pointed it out - in fact I wish you well and would like the company to be successful but it does not mean that I would not bet against it, having done my research. As I said each to their own, hence the movement of stocks and shares, and just be honest when you take a hit be it long or short.

[ukdannyboy] 29/8/2018 13:16

As soon as you post something useful, you follow it up with some absolute nonsense... I simply don’t have the time to continually post responses to someone who by their own admission’s only interest in the company is seeing the price go down so they can gloat at people about how they called it a year ago when the price was 16p despite it reaching 22p a month or so later.

[clocktower] 29/8/2018 13:11

Whoopy, Great if they sell enough and make a profit on each sale - rather than the Apple deal being a loss leader for all we know.

1) Have Apple payed upfront for the stock they have?
2) Have the products been supplied to Apple at a price that will show LWRF a decent return?
3) Are investors sure that the deal struck with Apple was not just part of a promotional deal - after all they did say they were using some of the funds last raised for promotion if I recall correctly - and I have not seen much other promotion, have you?

[ukdannyboy] 29/8/2018 13:04

It’s a good question clock tower - what infrastructure is in place from a CS perspective... I really wouldn’t like to guess on that one! In fairness we don’t really know how much background work has gone into this and I doubt its something we will have the privilege of finding out.

The supply restructure was in 2 parts. One was to get a back fill of stock and the other was to have a more streamlined production process to service demand as it arises, including advanced notification of orders as they are made. Previously they had to wait for a large order, they got late notice and then it could take months to forfill. The restructure will allow them to take smaller orders from ‘the many’ rather than large orders from ‘the few’ (in the old CEOs words, not mine)!

The important thing though is that they are on the shelf. For me it’s not about selling millions of these things next week, it’s a niche market at the moment. For me it’s about the company being in the right place with the right partners when demand for this type of product increases over the coming years.

[clocktower] 29/8/2018 13:04

At what point will those that paid 16p+ cash in their chips and take a loss or will they just hang in their hoping things turnaround. I admit I have done that in the past at great cost to myself but one learns sometimes.

Good Luck all but I hate to see any management of any company drawing decent salaries while burning investors money. that keep going back to loyal investors for more money with promises of jam tomorrow, and diluting their holdings on each occasion.

[whoppy] 29/8/2018 13:02

But they get paid by Apple for the products. That's good, no?

[clocktower] 29/8/2018 12:57

whoopy, The buck will not stop with Apple - they do not provide support for Lightwaverf products - that support has to come from LWRF.

[whoppy] 29/8/2018 12:54

Eh? Apple have taken on their products selling through their brand. All Lightwave do is supply.

[clocktower] 29/8/2018 12:52

Might be amazing to get stock on the shelves but it will be amazing if the product sells in any numbers in Europe, and the feedback from any customers that need to access the LightwaveRF customer Service Dept - Just go to the reviews and community website to see how poorly they handle these problems.

Over reaching can also be a problem, wars have been lost by armies spreading themselves to thinly and not having the support or resources to back them up.

[whoppy] 29/8/2018 12:47

If Lightwave are in Europe with the first introduction for consumers being Apple, then that is an amazing achievement in itself for a small company on AIM with a tiny valuation. imo.

[clocktower] 29/8/2018 12:35

Fair comment Dannyboy, and I am not knocking your investment/gamble - each to their own, I have made many mistakes in the past and I am not saying any of you are wrong, I am just expressing my view.

One other problem that comes with opening up in 22 other countries, can the customer service team speak the various languages let alone deal with the issues that may arise?

I suggest the whole way they have tackled the market is inherently flawed.

I can see the like of Phillips Hue coming out with new products that squeeze LWRF even further - the only hope is that someone buys the whole outfit from the stakeholders but I cannot see that happening until the next set of figures are out and we become aware of the remaining cash position, and maybe not even then.

Could Apple have stocked the goods on SOR terms bearing in mind Lightwave said they were using some funds to increase their stocks if I remember correctly - please correct me if I am wrong and I will amend the post.

[ukdannyboy] 29/8/2018 12:08

Congratulations on predicting a retrace on the price at 16p. I’m in at 10p and I wasn’t invested at that price nor do I know what people said to you when you made such a prediction.

I’m in here looking forward and in fairness you might be right, but also, you might not be. I looked at this with an open mind prior to investing and when I did I’m positive, I put my money where my mouth is by buying the share but I will quite gladly make criticism of the company where appropriate. I’ve already said the lack of updates is very poor several times and I blame that for he current poor performance in the share price which is why I think it’s at a good price now - suppressed by a lack of updates and interest.

But can you not even accept that maybe (and the small amount of evidence we have validates this) they have in fact began to sell a European compatible product in Europe? Nobody is in here saying millions of units are flying off the shelf or making Crazy multibagger share price predictions, were just trying to get a forward look based on now, not 8 months ago.

[jmf69] 29/8/2018 12:03

They have just increased their potential market to another 22 countries with some like Germany bigger than the UK. Initially this is with Apple but with other retailers in those countries coming online shortly after.

[sinkyj] 29/8/2018 11:41

As usual, some of you say maybe accurate with your own unique interpretation of it. We don't know the sales or more accurately what Apple see the potential in them. It appears to be a fact though after seeing the UK figures they've gone ahead with launching it in 22 countries in Europe with at least some straight to stores (which is unusual). I just leave the statement there. I don't know why lightwave are not shouting about this. Normally, they would publisise the opening of an envelope containing a promise of an order. I'm hoping it's because the new CEO wants to get away from that and he's waiting for these stockings to be turned into future orders and hard cash on the bottom line and then do his shouting. I can think of some less positive reasons but I'll keep those to myself for now .

[clocktower] 29/8/2018 11:19

In all honesty Dannyboy, do you not think that the lack of recent reviews on the Apple website suggest that sales are sweet F all really - bearing in mind the size and pull that Apple has?

I would have expected to see weekly reviews in numbers after this period of time, if the products were having any impact at all - sadly I can envisage Apple pulling the plug and removing the products from the shelves by next year due to the lack of sales and the lack of promotion by LWRF themselves. If that happens, what then for Lightwaverf?

It is not a case of being negative, it is a case of being realistic imo, remember I was being slagged off when I suggested the share price would fall from the 16p funding level to this let alone further, as I also expect it to do.If this were a larger company I would short the stock.

If sales were booming, do you not think the company would be shouting from the rooftops? If you recall they were when the sprouted about a £2 million order - the one that never was completed as far as I remember. In addition, the number of devices connected used to be stated.

Even Amazon has less than 50 reviews on LightwaveRF JSJSLW930 Smartphone Wi-Fi Web Link - hardly a roaring success imo. It seems to me that even if you tried buying from the company website, you can only pay via PayPal - if I am correct in saying that, do you not think they really are clueless, as these days it is so easy to set up general card payment systems.

Is no news such good news - not in my book.

However, I hope I am wrong for holders sake, and wish you well.

[ukdannyboy] 29/8/2018 10:39

I’m yet to see a positive post from you clock tower, why do you dislike this company so much? Even anything positive you somehow manage to find a negative on the subject.

For balance, here’s a link to the reviews clock tower mentions, the poorer ones from back in January not long after the product was launched and newer, more positive ones from July and August of this year:





It’s new technology... One of the first ever voice controllable smart home technology has minor technical issue in first few months after launch which look now to be resolved. One of the reasons why I won’t buy the first hover car!