Venture Life Share Discussion Threads

[modform] 31/10/2016 10:26

Apad.yes. sold WEIR, I wanted to go heavily into resources, as I believed they were on the first stage of bull market, so AAL VED KAZ EXPO GLEN HGM, and some oilers IAE HUR SOU PANR AMER , all from Malcy's list. Stil have some exposure to silver miners in USA and Canada KDX EXN AXR.JOG is too small cap for me, but a good start for you dacian

[redartbmud] 31/10/2016 10:16

My Bt and TW trades are going nowhere for now.
Gsk back to £16.16.
No idea what happens next.

red

[redartbmud] 31/10/2016 10:13

Ror

I completely understand why they are buying up businesses that complement the product range. In the current climate, I can see why owners of unquoted companies might want to realize some of their gains, especially if they are of a mature age.
For now I would hope for a pause in proceedings.
In the past, Ror has been very good at generating cash and it would be good to put some back into the bank. The current yield c 2.50% is hardly undemanding. We have not had a special since 2011!
The trick was to sell around £2.20 and buy back around £2.00 - £2.05.
Maybe next time around

red

[apad] 31/10/2016 09:42

Had a bit of a look at ROR with a view to reconsideration.

Hadn't realised the sheer number and spread of companies. Knew about the model of outsourcing manufacture and assembling in-house. Acquisitions, acquisitions. Mmmm.
Maybe not focussed enough for me. Let's see next rns. However, it has provided some defence from the O&G market.

apad

[apad] 31/10/2016 08:33

Last bought WEIR in March at about 1100, red.
Fairly comfortable with the trend at the moment. mod traded out I believe.
The outgoing CEO gave me confidence. Hopefully he has trained his less articulate successor.
I am more twitchy about ROR - not sure why. Going to dig out the last accounts and read them backwards, as Terry Smith recommends.
apad

ps
PRV in increase range.

[redartbmud] 31/10/2016 07:54

APAD

It is so easy to get sucked into the hype of the tintins, where the share price continues a relentless rise based on their rhetoric. Far better to keep your eye on the fundamentals and make your own informed decisions.
Isac Newton rules ok.

red

[apad] 31/10/2016 06:01

ps
ROR and SPX rns' 22 Nov.

[apad] 31/10/2016 05:47

I like Malcy a lot, but see him more as a commentator and less as a tipster, which is necessary for his profile.

I wrote off all North Sea explorers years ago, based on the two equilibrium players theory. I would have thought the JOG story is all in the open now. Still, roulette wheel picks are immune :-) Good luck.

WEIR news tomorrow. Would've thought it's all in the price (particularly new pumps), but the tintins seem to like it. It'll all be about coping with the context, I guess. I must keep up the WEIR/SPX/ROR comparison.

apad

[southwestman] 30/10/2016 18:57

hi apad but they are frence own?????
?

[apad] 30/10/2016 12:41

ps
I'd like to see Nissan trying it on in France :-)

[apad] 30/10/2016 12:39

Nissan plant specific to EU. Government over a barrel.

They'll all try it, on but I don't think GSK has any form of lever.

apad

[redartbmud] 30/10/2016 11:15

DD4

The whole thing is called 'jumping on the bandwagon'.
Minister on Marr this morning was seeking to dispel the facts. No guarantees have been given, otherthan soft government aid that is open for all to apply for, within the criteria laid out.

Hey ho


red

[discodave4] 30/10/2016 10:18

Impact on GSK?hTTp://www.thetimes.co.uk/edition/business/after-nissan-drugs-giants-demand-1bn-to-fill-funding-gap-j906q69x6DD

[redartbmud] 29/10/2016 20:35

The key is whether the in-process control of additive manufacturing benefits form RSW's metrology.

Spot on. They have massive competition from the big boys with deep pockets.They need an angle to succeed.

At £29 they were way overpriced but it needed an act of courage to sell in the anticipation of buying back at a lower price.

red

[apad] 29/10/2016 14:40

Too late on RSW, L.
It'll retrace - excepting a massive Dec. dollar boost.

The key is whether the in-process control of additive manufacturing benefits form RSW's metrology.
There is no way to find this out.

apad

[lauders] 29/10/2016 09:05

So, you are happy to keep holding are you APAD? Not a holder but it is my best performing company by a mile in my annual stockchallenge competition (something you probably have no interest in, wink). No need for the link as it has been a disaster as far as my picks for the year have been concerned. They were all supposed to be safe as well LOL!

Will watch FEVR with interest next week. I see DOTD are leveling out after a bit of a decline.

[apad] 29/10/2016 07:13

[...]

Beddard.

apad

[redartbmud] 28/10/2016 11:22

PS

Must do an audit of holdings sometime. Overdue.

red

[redartbmud] 28/10/2016 10:49

Lancaster

my playground has been Taylor Wimpey. The share price c £1.40 has made it easy to trade in recent times. I dabbled in Gfrd a while ago, when they were in the £8.50 - £9.00 range. Good company but I hold too many builders to extend my portfolio.
I believe that the market has got it wrong and they will continue to churn out good profits, cash and dividends for the medium term.

Hold Tw. Bdev Psn plus Clln Bree Klr Mklw Sgro and Smp
Good luck

red

[modform] 28/10/2016 10:18

Sold SPE after the results. I bought back in yesterday and the day before. Currency effect is in their favour imo, with almost 70% in dollar

[lancasterbomber] 28/10/2016 09:06

Brought GFRD This morning bargain at 1206p