Venture Life Share Discussion Threads

[modform] 17/11/2016 19:19

KWS, another earning enhancing acquisition AVS, what a premium, patience paid off

[piedro] 17/11/2016 19:16

sherlychan,

This is the problem with BVXP - it's all bottom line


- AIMHO

[sherylchan] 17/11/2016 18:51

Apad et al - thanks just read thru all the BVXP mentions on the board - Apad from your first mention in 2014 n your reservations then and subsequent embrace ) - answered a few questions, thanks !

[apad] 17/11/2016 17:18

See my earlier posts on BVXP, s.
apad

[sherylchan] 17/11/2016 16:24

Apad, thanks for the reply.

Yes, I listened to the CEO in his interview after the results - the troponin is expected to yield revenue of £2m but might take 2-3 years, with a target of hopefully £800k in 2017 if as foreseen by Co., launch by 2nd half 2017.

I believe there is a sizeable seller about - maybe up to 200k shares - but I will definitely be a strong buyer in the lower 1100s (if it gets there)

Do you know if the company has any aspirations to be a bigger one e.g. via acquisitions or otherwise (the likes of ABC for instance) - as given its preference to regular dividends/special divis & retention of minimal cash - how would the company grow to say nearer the 500m cap say?

[redartbmud] 17/11/2016 16:18

APAD

Well spotted, thanks.

red

[apad] 17/11/2016 16:08

Red,

Reckon this company is the reason Renishaw pulled out of Raman for biological analysis, perhaps.
www.m2lasers.com/newsevents/news/m-squared-lasers-secures-investment-for-growth.aspx
Beautiful engineering (not quoted).

apad

[apad] 17/11/2016 16:01

I have been buying from 950 through to 1450, s.
I gave up trying to value this type of share a long time ago. It's a bet on Cardiac Troponin being transformative. Also it's ROCE is a ridiculous 47% and its free cash flow yield is over 2.8%.
Normally I would say buy the dips, but there aint gonna be any (unless the Siemens initiative fails, then it'll be a cliff)
Not much use to you I'm afraid.
apad

[sherylchan] 17/11/2016 13:32

APAD - been looking at BVXP - as I don't currently hold, my concern is buying at this level of £14+ - given just paid out special dividends, no near term news (apart from AGM early Dec) - and key concern is Henderson seem to be reducing/selling stake, I suspect they will sell down further (maybe new Fund Manager etc or on valuation grounds), and with thin liquidity, prone to large movements (up or down)

Would be interested in your view as a reasonable level to start averaging into BVXP?

thanks in advance

[redartbmud] 17/11/2016 11:13

APAD

Thanks.
Dithering on Oxig. Probably leave alone.
Getting interested in Gsk @ £15 but they immediately started moving away from me. I will bide my time. Might have jumped at £15.05

red

[apad] 17/11/2016 11:02

Looked at OXIG way back - not recently. Electron microscope heyday passed. V. Good products, but selling into an international science market that depends on good economies, and they don't wear out.

GSK will go in the opposite direction that I predict, red. It must be the potential for US pressure on pharmaceuticals, so lets buy banks story I suppose. Dollar earning must show through at some point.

TRCS reads like the last full year results, dacian. Beautifully clear numbers and sector breakdown. No new nuggets. All about potential for bought in software companies in terms of turnover and earnings. Net Operating cash flow 2014, 5.717. 2015, 5.35. 2016, 5.866. So they are coping with the lack of Framework orders. Being small, one decent piece of news on Framework or US is what is needed.
apad

[redartbmud] 17/11/2016 10:17

APAD

Where is GSK going from here?

red

[redartbmud] 17/11/2016 10:16

Got my strategy wrong on utilities. I picked up a few Svt, several days ago, thinking that I could trade a few and add to my position. Then the sector came under fire and fell away. I sold on the Dvw bid bounce, for a small loss, thinking that I had escaped. Could have sold today for a small profit.
On balance, I still think that the sell was the right decision, but the timing was out - AGAIN
hey ho



Does anyone have any experience of Oxford Instruments?

red

[someuwin] 17/11/2016 07:38

Venture Life Group plc

("Venture Life" or the "Company")

Investor evening

Venture Life (AIM: VLG), the international consumer self-care group focused on developing, manufacturing and commercialising products for the ageing population, announces that Jerry Randall, CEO, will be presenting at an investor evening hosted by Turner Pope Investments (TPI) Ltd. The event will be held on Thursday, 1 December 2016 in the City of London, EC4 and will commence at 5pm.

[apad] 17/11/2016 06:33

Nice one, dacian watch that stick :-)
Malcy is the only sector commentator I follow. He does his bucket list in January and follows it up with interviews throughout the year.
My technique is not to top slice on Growth shares. I buy the dips on Growth and Value that I already hold, below 10%, as long as the story is intact and I am taking the company contextual environment more and more into account.
I also buy small cap initial holdings that look to have an understandable, growth business model (e.g. QTX and PTSG) to build up knowledge. Relatively easy as so many entrepreneurial tall tales make me giggle and there are so many sectors I won't touch.
Where that knowledge continues to reinforce my initial judgement I bet the farm, e.g. BOO/ABC/FEVR.
I ignore the macro-economic stories that are stuffed down our throats all of the time and I am allergic to investment-stars. Remember Feynmans' most memorable title "What do you care what other people think?"
I suspect that a successful, personal approach should be strongly, age-dependent and probably contrary to many accepted orthodoxies.
FWIW my portfolio HOLDINGS are up 60% YTD including reinvested income (2% off all time high), but the portfolio has no protection against a bear in the woods - entirely UK quoted equities and I do NOT account for capital losses on cashed in mistakes (e.g. most of GDWN), so it's NOT a useful comparator. I work as an engineering consultant and draw a final salary related pension, which is why I don't need a safety component in the portfolio.

GLA

apad

TRACSIS THURSDAY!

[lauders] 17/11/2016 01:39

Well done dacian! The trouble with such moved though, at least to me, is where to place the original chips obtained. You can watch the free chips and make moves based on newsflow and always come out a winner as they are "free", however your original chips need to go into something that in theory will perform even better or else it would be better to just leave them with the free chips. My original investment funds in BOO for example have now lost a great deal in the new investment I made with them, however my free chips in BOO have continued to hold value. Such is the dilemma!

I wish you well with wherever you invest your original chips now :-)

[apad] 15/11/2016 21:14

Thanks, folks.
It's more about the story changing I suppose.
I've watched ex growth small-caps churn out great returns year after year before.
Maybe I'm not convinced about the CEO - opportunistic rather than driven.

Ignore waffling about WEIR. Can't make sense of it.

apad

[lauders] 15/11/2016 20:47

FWIW TRCS doesn't seem like worth holding based on what you posted APAD, but then what do I know!

My PM play is not doing what I hoped. I should have played "safe" an invested in something like BVXP where I could have increased my small holding. Drat!

[apad] 15/11/2016 20:42

WEIR has a verve to the share price that is not echoed in SPX and ROR, for example.
The same type of response to the oil price, just on speed.
New CEO, good product innovation, priced in pounds. Maybe a target? How to judge?
Maybe I'm taking the view that WEIR is vulnerable, if so what to do?

Tried Sharepad on the offer. It is good, but it is not for me, I'm not a filterboy.

TRCS news dominates, for now.

apad

[apad] 15/11/2016 16:40

Here is my list of niggles with TRCS. Posted them on TRCS bulletin board, but it is moribund.

TRCS “Look and Feel”.

8th January, John McArthur, Chief Executive, disposed of 120,000 ordinary shares of 0.4p each ("Ordinary Shares") in the Company, at an average price of 515.9p per Ordinary Share.

10 Mar 2016
IP Group plc (LSE: IPO) (“IP Group” or “the Group” or “the Company”), the developer of intellectual property-based businesses, is pleased to announce that it has realised its entire holding in portfolio company Tracsis plc.
The Group received net cash proceeds of £13.1m from the sale.

Sean Lippell, Non-Executive Director and former corporate law partner, has departed with immediate effect. He has been removed from the website.

Friday 8 April, John Nelson, Non-Executive Director, disposed of 130,000 ordinary shares of 0.4p each ("Ordinary Shares") in the Company, at a price of 500p per Ordinary Share.

19 April 2016Uni Leeds sells 500,000
1,000,000 left.

25 April Leeds Uni disposal less than 4% left.

No large framework order.

US order small, could still take years - what is their driver.

Acquisitions look bitty. Missed a big one, but “it wasn’t good enough for us.”

Doesn’t return cash to shareholders.

Only 8 solid job vacancies.

So, on the whole, looks to be ex-growth to me.

apad

[modform] 15/11/2016 13:48

On financial side, I think USA regional small banks will do well as trump will remove a lot of regulations and red tapes, but we will see.Some fresh interest in PEG

[apad] 15/11/2016 12:06

Hey, we could lose our shirts on banks and supermarkets!
That was fun....let's do it again.....
Hey, we could lose our shirts on banks and supermarkets!
That was fun....let's do it again.....
Hey, we could lose our shirts on banks and supermarkets!
That was fun....let's do it again.....
Hey, we could lose our shirts on banks and supermarkets!
That was fun....let's do it again.....

apad