Venture Life Share Discussion Threads

[apad] 14/10/2016 07:03

"Applied Graphene Materials has supplied its graphene material for use in the production of a range of high performance fishing rods, made by Century Composites Ltd ("Century"). Century has introduced a new range of fishing rods to the market, containing the Group's graphene nanoplatelets. These fishing rods are being sold under the brand Graphex."

:-)

apad

[apad] 14/10/2016 06:46

Well, I had no idea that RSW had 31 folks playing Raman spectroscopy on diagnostics in Glasgow. They don't like shutting things down!

BVXP and TSTL FY on Monday, together with a slug of RSW income burning a hole.

apad

[discodave4] 13/10/2016 22:31

petersinthemarket,Thought FOUR were a marketing and promotional products company.DD

[apad] 13/10/2016 19:17

PEG is one of my no-go technologies, mod. Have to prejudge - camera plus software = no barriers.

Could be a perfectly good company of course, but life is too short.

apad

[modform] 13/10/2016 18:36

Apad, used to have IDEA, not any more, it looks very toppy imo

[apad] 13/10/2016 17:58

Spent some time looking at IDEA after the rns today. At first I thought - acquisitive plus orders could be interesting.

Various presentations cause some concerns about lack of focus. Pentana plus baubles maybe.

Anyroadup I don't feel like pursuing it further.

apad

[modform] 13/10/2016 16:43

I have been buying PEG in the past few days, it looks extremely undervalued.

[petersinthemarket] 13/10/2016 11:28

DTelegraph 11oct - Laura Suter briefly listed some possible approaches to hiYld investments covering infrastructure, property, student property, commodities and emerging mkts. Sorry, full page, so far too much to write up here although I could pick out a couple of bits if anyone especially interested.
Point is, on student property she mentioned FOUR, GCP, ESP and unite grp as worthwhile holdings, (I hold ESP) and I know some on here are interested in this sector. pete

[modform] 13/10/2016 09:28

Portfolio at all time high
ABC
HLMA
AMS
BOO
BNZL
KWS
BVXP
CRPR

Plus a number of usa stocks

[hydrus] 13/10/2016 08:50

Re FEVR I think the effect of weakening GBP could be a quite significant advantage to FEVR. Hard to know for sure but I imagine most of their costs are glass bottles, water, manufacturing costs. Most of these would imagine are therefore in GBP. I know they import their high quality fine ingredients but that would probable be relatively low cost of the whole product. 60% sales invoices in non GBP currency.

[apad] 13/10/2016 05:33

....and all rules have exceptions, mod. Otherwise you could invest with a decision tree written in Prolog.

Well, I got about half what I wanted in BVXP. My concern that it would come onto the radar too soon now blocks me out until the fuss dies down. FY on the 17th will stoke the fires even more and it is so tightly held that it is time to look elsewhere.

I've exited my disastrous POS position - too much risk of it needing to raise more money.
Still locked into TCN - forget about that. Well managed to survive, but stuck in the doldrums of general engineering.

Interested in the relative weakness of FEVR. Probably not seen as benefitting from the exchange rate as much as some others. I suspect that the US sales will be good and the market will start to pay attention in November.

apad

[modform] 12/10/2016 16:15

Good move to add to BVXP on the breakout a few days ago. Always add on the way up, and never average down.

[modform] 12/10/2016 13:04

What a fantastic staircase chart is being formed at CRPR, very bullish imo

[piedro] 12/10/2016 08:10

APAD,
It was not an easy decision as everything looks so safe
but I've been caught out on two previous winners which
were miners and in this case there is no fault with the
company but with the other holdings which are lagging.

The mind looks for justifications.

[redartbmud] 12/10/2016 07:53

mod

There will be another bus along soon. Recongnising the opportunity, and acting on it, will be the key.

red

[apad] 11/10/2016 22:00

30% - blimey and well done, P.
I thought I was pushing the FEVR boat at 15%
apad

[modform] 11/10/2016 20:14

The same feeling here but if you had bought it then, you could have sold it today

[redartbmud] 11/10/2016 19:58

mod

No I didn't. I cannot read these markets at present. My feeling is that the downside is greater than the upside for now. I am more inclined to sell rather than buy.

red

[modform] 11/10/2016 15:01

Red, not sure if you took a position in MERC, another IT which gives you access to unquoted companies.

[piedro] 11/10/2016 14:09

Rules!!!

Top sliced TSTL as it had become > 30% of portfolio

and, bought an expensive sample of BVXP for tasting.

[haywards26] 11/10/2016 12:52

I took an initial holding in REC yesterday for the below reasons;

#Divi yield, potentially 8.3% Inc special divi
#Volatile exchange rate environment, leads to clients looking to hedge more
#Foreign currency revenues/profits
#Strong balance sheet
#P/E around 10

[apad] 11/10/2016 08:54

pps
VCT exactly as I expected and the price has shot up!

[apad] 11/10/2016 08:45

ps
I calculated my income as if I had folded the entire portfolio int RDSB in fabulous february. Drove me straight to the fever tree!

[apad] 11/10/2016 08:43

Hi red,
'New' materials usually wither on leaving the laboratory. Ten years for success maybe, and usually in a direction nobody expected.
Life's too short.

I guess you go on the chart of RDSB against the index and Trading the T line probably gives a hint. I'm not going to trade, but if it cycles I might park money there. Trouble is the transformation will gradually dawn on the Tintins.

apad

[redartbmud] 11/10/2016 07:56

APAD

As someone sucked in by the story, I agree on Nanoco. This is the second/third year of 'product testing' by prospective customers. Complete Mickey Mouse. How long does it take to decide whether a TV with Q Dots works, or not?

Is oil looking a bit frothy now? Consequently is RDSB getting towards it's top for the present? Will the Opec members and Russia achieve anything other than words? If it all comes to nothing there is only one way for the share price to go. We have seen similar many times before. Am I being too pessimistic?

red