Lightwaverf Share Discussion Threads

[jmf69] 17/5/2019 08:17

Results are expected this month for H1

[jmf69] 16/5/2019 21:39

What makes you say that gozo?

[gozo] 16/5/2019 19:57

News on the way?

[clocktower] 25/4/2019 13:29

It will all be about Jam tomorrow I expect but it is good news about the agreement with Rexel.

Still, all they talk about is growing interest and demand without giving any figures about the number of units connected for example.

I bet they are still burning a huge amount of cash and the year end figures to be released at the end of May 2019 will be covered in Red Ink.

[jmf69] 25/4/2019 08:09

Anyone going to the agm today??Would appreciate an update if possible.

[napoleon 14th] 09/4/2019 00:36

& I have one for Brexit, LOL....

"Ideology sucks, strategy wins".

[napoleon 14th] 09/4/2019 00:34

LWRF been doing the smallcap newsrounds on headline grabbing figures.

Rather than repeat you, clocktower, as I reacted very much the same as you, I'll just quote one of my favourite sayings :

"turnover is vanity, profit is sanity, but cashflow is reality".

Hmmmm. No mention of the last two.....

[clocktower] 08/4/2019 11:15

97 million plus shares and climbing - As for increased margins they have held a on-line sale for some months at big discounts that one can only assume was to clear old stock, hence the big uplift but I doubt the margins were decent, unless they had already written off dead stock in previous accounts I guess.

They might well increase sales on the back of higher advertising expenditure and promotion but what will the bottom line look like?

The day they start showing a profit and increasing the cash balance, that will be the time to re-evaluate the offering imo.

[athnotts] 08/4/2019 10:45

direct sales needs more direct costs, yes, but margins can be deep in the channel so i expect there to be overall margin improvement from direct sales if done well. expecting full year revenues to be more than double last year is a strong statement to make heading into summer - ie i'm assuming that summer is weaker re demand than winter for a lighting and heating focused company. for sales to more than double yoy they need the 2h to be at least 3.1m, that's 0.6m higher than 1h.

[clocktower] 08/4/2019 08:33

A very positive trading update - I wonder if they will continue to provide Quarterly Updates on Sales?

So H1 sales more than double - well done - Oh nothing about how costs have increased and nothing about margins, let alone cash situation as of 31.03.19.

Half a story but the share price should rise as folks fail to take into account the bottom line imo.

Direct sales usual incur increased costs.

Good Luck if your in for a punt.

[brownie69] 08/4/2019 08:10

A very interesting trading update.

Not only has YOY revenue doubled for the quarter but it sounds as if the run rate is increasing, based on Half year number comparison.

Also inreresting that the sales mix includes lots of direct sales channels. This is likely to be higher margin business.

All very positive in my view.

[jmf69] 08/4/2019 07:42

Trading update... 1st half revenue has more than doubled

[thump1] 05/4/2019 07:54

Also avails in Selfridges
hxxps://www.selfridges.com/GB/en/cat/home-tech/technology/lightwave-rf/?fh_sort_by=newness+%25257cASC#

[athnotts] 04/4/2019 14:40

nice, yes, but... needs marketing investment and i'm not sure they have enough powder. hopefully can act as a showcase for a strategic investor or an acquirer.

[thump1] 04/4/2019 11:31

hxxps://lightwaverf.de
hxxps://lightwaverf.de/collections/all
Nice work!

[jmf69] 03/4/2019 22:25

Smart Home Experts Lightwave Announce Expansion from Birmingham to BerlinThe fully integrated smart home tech will now be available in Apple's retail and online stores across EuropeLightwave is launching throughout Europe today, including Germany, the Netherlands, Denmark and Sweden.Its fully integrated smart plugs, sockets and light switches will be shipped across 19 European countries, available via Apple's online store, Lightwave directly and Amazon. It will also be available in 57 Apple retail stores, with plans to expand into selected APRs (Apple Premium Resellers).Having cemented its place in the UK smart home market over the past decade, Lightwave set its sights on the growing demand for integrated smart home in Europe, driven by the proliferation of smart speakers. Germany is particularly rich with opportunity, as 43% of people said they are considering investing in smart home technology in the next 3-5 years[1], making now the perfect time for British-born companies such as Lightwave to expand throughout the continent. Working closely with Apple to ensure Lightwave's European range is fully HomeKit compatible, the European expansion required Lightwave to adapt its power products to deliver the same level of 'smart' into the configuration of the European model. Fully compliant with the specific conformity regulations and retailing at 89.95 Euros, the final result offers beautifully designed fittings – available in white and premium stainless steel to suit your home environment – at a fraction of the price of home automationbrands available in these markets today.Lightwave's dimmer switches and power sockets enable intelligent energy monitoring and two-way communication, meaning you will know if there is an unexpected power surge while you're away from home. They are extremely simple to install and use the home's existing wiring, keeping costs and time to install to a minimum. Its clever 'lock' function also means you can lock your power sockets and dimmer switches to 'off', increasing safety in the home and protecting small hands from risk.CEO of Lightwave, Jason Elliott commented: "We are incredibly excited to be expanding into Europe. With more than 10 years of growth under our belts in the UK, we're confident we are bringing to market the smartest socket available in Europe."Spearheading our European expansion through Apple retail and online stores means we'll get in front of our target customers from day one. Following the launch, we'll be continuing to consider the needs of our new customers across Europe and ensure we're providing them with a complete, integrated, smart home solution to meet the needs of the modern homeowner."

[jmf69] 03/4/2019 22:23

https://www.a1lightingmagazine.com/latest-news/smart-home-experts-lightwave-announce-expansion-from-birmingham-to-berlin/

[athnotts] 03/4/2019 17:59

still too small to have any liquidity/volume imo.

on jan 4 they did an rns on q1 oct-dec numbers, half year now in done so wondering if we will see that this week or next. be an excellent measure of prospects to getting to the hardman report numbers for fy. tho last week i rec'd a customer marketing email that said 'smart series now back in stock'. not good to have had a supply gap on best selling lighting lines...

[mortimer7] 02/4/2019 11:37

Still think this has the potential for the share price to go on a little run. Just needs a bit of liquidity/volume.

100k buys this morning.... needs a few more.

[ukdannyboy] 27/3/2019 12:52

This is just a company of what ifs and maybes with a history of failing to deliver on either.

[sinkyj] 26/3/2019 16:05

Losses, that's quite normal on startup companies, yes. There are a few issues with LW that would worry investors though, obviously apart from Committed, who I suppose are pot committed now, to steal a poker phrase. One, they're not a startup company, they are bloated with highly paid directors and managers and the costs of maintaining a listing. Two, it took 5 million to double sales this year and not much appears to have been spent on marketing and awareness. Now They only have have 2.x million, of which they'd certainly spent some. Losses are expected to be 2 million+. It's nowhere near enough. I'm sure they must have some good things ready for market but you've got to seriously promote things. Three, the list of risks in the report should be taken seriously. Competitors are mentioned. Not all of the ones that should be and only the ones that are known about. There are a few big players yet to come to the market as the risk page warns You can argue against some of those points but the lack of funds is fairly obvious. Committed have bank rolled them for a 12 month punt, hoping something will happen. They'd know best. As, I've said before they could easily be sold for a multiple of the current valuation. Equally, money might run out again and committed want to recover what they can. With the number of shares they hold, CC control the company.