Lightwaverf Share Discussion Threads

[ukdannyboy] 22/10/2018 19:27

CT - I’ll wait for real evidence on how things are going thanks, not the opinion of someone who lost money here some time ago under previous management and has nothing good to say because they feel hard done by.

If I’m wrong then at least I only have myself to blame. As you only have yourself to blame, for buying in at 30-40p and selling at a significant loss. If things are bad, will I be annoyed? Yes. Will I linger around crying and make out the company is failing at every opportunity - absolutely not. If doing so makes you feel better about your loss then that’s up to you. I’m sure you’d feel much better if the company did fail because then you can give yourself a massive pat on the back for at least getting something back and making out what was a very poor decision was a very good one for your ego.

Sinky, it’s a shame but fair play to you. Ageee, the marketing hasn’t exactly been on point. But just because they haven’t, doesn’t mean they can’t or won’t. I think there will be much better opportunities in the future and if I didn’t then I wouldn’t have shares.

[clocktower] 22/10/2018 18:53

Yes, found them:



I wonder if they are still paying for help?

It does not seem like it or they are failing Lightwaverf.

" Yellow Jersey will be helping to evolve the equity story and build LightwaveRF’s profile as the business develops and builds its market share".
LOL

You never know they might get an offer to buy the company, which at this time would be a great result imo.

[clocktower] 22/10/2018 18:40

If you think today`s RNS was an attempt to communicate with investors - then what planet are they on?

If that is the best they can come up with after months of silence and no information on the number of units that are now fitted and providing information (that might have a value) - no information how the European launch has gone - no information about the Net Cash remaining - no information about new products with launch dates - no information about the number of the UK partners or home advisers.

On the company website, you would think they would offer a web chat service, that customers or potential customers could instantly get help and information.

They would get more of a rapid response from these blogs than from the company I expect.

They have several jobs vacant on the company website - have people left or are they expanding there workforce?

They publish more info on the company website than they realise imo.

UKD - do you really not think any company that has a grip on things would have been shouting from the rooftops about the European launch in Apple Stores.

Without me needing to go back years - does any one remember them appointing an add agency - I maybe mixing it up with another company but I thought they appointed the Yellow add agency a year or two ago, or do they do their own marketing?

[clocktower] 22/10/2018 13:31

When AP took over it looked like everything was about to change for the better - he communicated well at first.

A large contract for £2 million was announced (which turned out not to be), so one basis ones judgement on the information provided by the company and general research. If they issue misleading statements, that is something the regulators should take up with the directors, and the directors should be held to account, not investors.

As the picture changes, one must not be blinded by a former view that emerged because of the information available at that time. Maybe it is time for you to ditch your view UKD and the stock, and cut your losses, if you are less certain that the company is raking it in, and not just draining the raised funds down the drain.

DYOR.

[ukdannyboy] 22/10/2018 09:52

Zzzzzz unlesss you have something constructive to add your commentary here is about as useful as it was when you were tipping it at 40p. A good buy at 40p but now the risk/reward isn’t there at 10p lol...

[clocktower] 22/10/2018 08:03

JMF69 - My apologies for my error, it must have escaped my mind as it was such a tiny number of shares, and thank you for correcting me. I must check the RNS more rigorously in future before posting, I will post a correction.

Talking about RNS -what is today's all about - an attempt to get the share price up?

Trusted reviews - how about some trusted figures from the company about sales?

[gozo] 21/10/2018 15:02

Clock tower wrong again then!

[jmf69] 21/10/2018 14:48

Director's DealingLightwaveRF plc ("LightwaveRF" or the "Company"), the leading smart homes solutions provider, has been notified that on 5 July 2018, Jason Elliott, Chief Executive Officer of the Company, purchased 90,681 ordinary shares of 5 pence each in the Company ("Shares") at an average price of 0.11 pence per share.Following the above purchase, Jason Elliott's total interest in the Company comprises 90,681 Shares, representing approximately 0.127 per cent. of the Company's issued share capital.

[clocktower] 21/10/2018 10:46

When AP joined the company he bought stock, this chap has purchased Zero in the market. What is he waiting for? ( It has been pointed out to me that I am mistaken, as he purchased over 90k at 11p in July - my apology to one and all - I stand corrected).

How long will he last in the job? I seem to recall that he was an former navel guy,is he already up to his eyes on deep water, as he seems to be a poor communicator to make matters even worse imo.

It is all in the name light WAVE - Is he still just enjoying a life on the waves at shareholders expense, and just sailing around without a chart or compass.

Opening up in Europe might have been a step to much, as the budget on advertising must be spread even more thinly.

[ukdannyboy] 19/10/2018 19:58

I also spotted this the other day but didn’t post it as wasn’t much going on in here:

hxxps://stylistme.com/lightwaverf-avis-test/amp/

If you scroll to the bottom where the pic in the Apple shop is it translates to:

Lightwave products can be found in the English and French Apple Store and Apple's online store.
I find these products well finished, simple to use with Apple HomeKit or Amazon Alexa There are many other products to connect your home with the Lightwave range (remote control, thermostatic valves, sockets ...).
It is regrettable that this brand does not have an official distributor in France and that all products are not adapted to the French market. However you will find most of them on Amazon.fr.
It remains to be vigilant on the prices proposed very variable according to the resellers.

[gozo] 19/10/2018 16:25

UKD...I agree with most of your post...don't forget that what is constantly changing with LW is the cash burn.

[sinkyj] 19/10/2018 15:58

I'm not sure what the game is here. They could well be having win after win across Europe. What they are communicating is either we couldn't care less about shareholders or we are drifting without a captain waiting to hit the rocks. Strange.

[ukdannyboy] 18/10/2018 18:46

CT not that I intend to sell but I actually had a quote at 13.15 for a full 100,000, now you can’t even sell 50,000 for 10.00 - so I’m down 3.15k effectively and that’s if I could actually sell, which I can’t. Disappointing considering we know they have gone to Europe via Apple and they haven’t announced it which is rediculous. I mean my average is 10p a share, so I’m not down but I kind of am on what I could have had. The fundamentals are the same now as they were at 20+p last year - if not better, because at least we know they’ve gone into Europe. So I hold, in the hope that at some point over the next year this rerates to 20p+, which is where I feel it should be. But this last week has been awful.

[clocktower] 18/10/2018 09:19

Agreed UKD but since CAKE it is not just the likes of LWRF that has been hit - the whole AIM market has once again come under scrutiny, and I expect many or looking for more security and less risk at this time.

Does one sell with the hope of buying back in if it crashes further or does one sit tight with these AIM companies that you cannot short effectively?

[ukdannyboy] 12/10/2018 11:20

Full figures are not due until December but historically the company gives a high level update in October along with some commentary/updates.

I do wonder why they have still not announced the European launch, perhaps there is some kind of embargo. You’d assume it’s info they would want to get out there. On the other hand, there have been occasions where you may accuse Lightwave of being a bit too proactive in issuing news, then doing a cash call. So on the one hand it’s disappointing they haven’t made a formal announcement but on the other, at least they aren’t ramping the price up. Patience needed.

You know from Zinc media - they announce a contract a week before the results, create a bit of hype and then the results come out and they are awful. At least that hasn’t happened here!

[clocktower] 08/10/2018 17:11

Maybe you will have to wait a lot longer for the final full year figures to Sept 2018 - you may not even get them until the last possible moment. Good Luck.

[sinkyj] 05/10/2018 14:06

It's usually first three weeks of October. Also the time the cash call usually goes out. Love the optimism UKD. Yes, worst case we have some very average results and try and offset with the European launch news . I've been trying to work that out,. Stocking could be very low as logistics to Europe are currently quite easy. Even so worst case would be maybe 5-10 set per store. Top 10 stores in each of 22 countries. 2200 sets at 50% discount to retail. 120k ish sales. 50 per store 600k. I doubt very much, even best case gets to profitable, even just taking 2nd half figures. The main issue is there appears to be so little joint promotion with Apple. If we see any of that, then the equation probably changes.

[ukdannyboy] 01/10/2018 15:14

Agree that there seems to be a lot more going on now on social media etc and a few new products launched.

For me, it’s next year I’m looking forward to in terms of the potential revenue (they only launched to Europe in August and had a pretty poor first 6 months restructuring).

My only concern at present is that the European launch gets lost in an an update that shows poor accounts. On the flip side however, if they managed to pull it out the bag this second half of the year then things could get very interesting if we have a profitable update AND the launch announced.

[tbroka] 01/10/2018 14:48

I have noticed increased profiling/marketing of lightwave products recently. Like me, some of you may have have received an emailer today with a shareholder offer of a gen 2 starter kit discounted to £199 from £239. I look forward to a trading update, soon hopefully, the suspense....