Venture Life Share Discussion Threads

[lauders] 04/1/2017 12:32

Peter - The dog FFWD has done well since the start of the year! If it keeps this up I will be very happy as I own and also have it among my selections on this thread. Like Red I am in shock with NANO! They actually produced a decent RNS today. The dogs have been let out! Woof!

[modform] 04/1/2017 12:28

Apad, glad you're warming up to companies which may have blue sky products.Another one you may like is CREO, a recent float

[petersinthemarket] 04/1/2017 12:03

Reviewing some bits of current pf,
joy with DPP +15% and TRD +26%,
misery with PVG -13% and TSTL -10%.
Still holding a huge number of booze tiddler DIS which I fully expect to pay off big time this year.
Overall, 2016 was a very mixed year for me, but good to see the Santa rally at last coming to the rescue.
pete

[apad] 04/1/2017 11:59

PRSM
Had a closer look.
Interesting company, janeann.
Doesn't raise any red flags straight away, except for the afterburners lit in November.
Like the founders, wondered about how much was in the NHS. Usual difficulty in understanding first year accounts, but real income and they can afford to pay the bills!
Put it on my watchlist.
Well found to be in early. I think I too would top-slice at these levels (poor director sell :-)
apad

[petersinthemarket] 04/1/2017 11:53

TSTL share price still dormant around 150.
(I hold a small number, currently sitting on a 10% loss).
I guess their story hasn't changed so I'll continue to stick in there for now.
Should be a half year report next month (last yr 24feb).
Anyone else holding?
pete

[petersinthemarket] 04/1/2017 11:37

Still pondering European Metals EMH.
Not in any hurry. Having now read some of the associated technical stuff I have to accept that I will never understand enough to make a value judgement on their processes. Completely wrong field for me. This does not always phase me as I have always believed that a considerable amount of market prospects opinion is built into a chart. Yes, charts display old news, but markets are forward looking and IMO this is often reflected in there if you have any feel for it.
EMH is still a small company but their chart appears to me to be sound. As long as the company continues to be operated efficiently and legally there must be some room for EMH either as a growing long term player or as a potential T/O prospect for the big guys if they become too good at it.
As I am old (73) and suffer from terrible impatience, the main down side for me would probably be the very long term necessary for any holding. I may eventually drop the subject on this basis alone.
Judging by the pronouncements, re-positioning, and huge investments of some of the world's largest car makers a new generation of drivers will all be driving electric cars, so demand for lithium (and a couple of other metals) can only grow exponentially over the next say 15 years.
The capital cost of entry is very high which might dissuade newcomers but anyone making a serious fist of the supply side of the lithium business can only gain. All corks lift on a rising tide. And there is a chance that some of the current dozen competitors will narrow to a much smaller number of winners.
Still undecided, but a small stake now might force me to apply more focus to the subject and even if I get it completely wrong any loss should be small.
Pls forgive the rambling. Still pondering; some of it out loud.
pete

[janeann] 04/1/2017 11:04

Agree completely apad but at present PRSM seems to be in the right place at the right time and as leaders in their field with an impressive list of customers and partners. I was in fairy early so comfortable with the risk; and top sliced a few this am.

[apad] 04/1/2017 10:52

Better shift to NXT then, red :-)

BOO is for life, not just for Xmas.

apad

ps Robotics and AI seems to be a media obsession at the moment. High risk for a small company, janeann.

[petersinthemarket] 04/1/2017 10:50

For anyone interested in that dog Fast Forward FFWD. They have issued an update today which has boosted the share price a little. Still subject to a lot of negotiation over a couple of months but there is the possibility of them making some cash at last on a sale of interests in Schoold and Leap Gaming. Defo a slow burner. First real move of any sort since earlier last year. pete

[janeann] 04/1/2017 09:37

Given the stellar performance of PRSM in the last couple of days thought I should mention it here as it is one of my entries;

What they do: As pioneers of Robotic Process Automation software our Digital Workforce of Software Robots, run by the business but built with IT governance and security, enables employees to focus on higher-value work while autonomous multi-skilled software robots tirelessly perform error-free rules based admin transactions.
Leaders in their field
Diverse range of customers and high profile partners
Vast market
newcomer to aim - 2016; ahead statement Nov 2016, prelims due late Jan

: Could Blue Prism be the next big British software champion with its robot clerks?

[redartbmud] 04/1/2017 08:19

Anyone fancy Nxt?

red

[redartbmud] 04/1/2017 07:59

It's all happening here.
Now Clln

Carillion Joint Venture awarded £160 million contract for Phase 1A6 of the ONE CENTRAL Development by the Dubai World Trade Centre.

Dubai World Trade Centre has awarded Al Futtaim Carillion (AFC) the contract to deliver Phase 1A6 of ONE CENTRAL, a major integrated real estate development located between the current Dubai International Convention and Exhibition Centre and Emirates Towers in the heart of the city's Central Business District.

This latest phase of the ONE CENTRAL development has a built-up area of 182,500 square metres and comprises two Grade A office buildings of 12 and 8 storeys. The contract, which is worth approximately £160 million, will begin in January 2017 and is scheduled for full completion at the end of 2018. AFC has already completed an earlier Phase 1A2 of this development, which is in the process of being leased and is currently delivering the contact for Phase 1A5, which was awarded in October 2015. This latest award takes the overall value of AFC's contracts for the ONE CENTRAL development to £400 million.

I can't keep up. Back to bed for a rest.

red

[redartbmud] 04/1/2017 07:55

Nano on the move?

Nanoco Group plc (LSE: NANO), a world leader in the development and manufacture of cadmium-free quantum dots and other nanomaterials, announces that three leading LCD television manufacturers are exhibiting televisions using Nanoco CFQD® Fine Color Film™ at this year's CES, the international consumer electronics show opening tomorrow in Las Vegas.



The three manufacturers, Hisense Electric Co Ltd ("Hisense"),TCL and TPV Philips ("TPV"), are all displaying large screen, ultra high definition, wide colour gamut LCD televisions at Nanoco's presentation and marketing suite at CES.


red

[lauders] 04/1/2017 01:05

MGX - Seems a good time to take profits on that 26% spike it would seem APAD. It may just continue going up and up of course.

[apad] 03/1/2017 22:34

MGX Minerals Inc (CNSX:XMG) shares rocketed by 26% on Tuesday after the company said it had extracted lithium from heavy oil waste water.

Results are part of the continuing optimization for completion and deployment of a pilot plant in support of its 487,000-hectare Alberta lithium project.

The company owns a patent-pending process (US provisional patent No. 62/419,011) for the extraction of lithium and other valuable minerals from oil brine. This technology is the first of its kind, reducing production time of lithium from brine by 99 per cent compared with conventional lithium brine production times that use solar evaporation. Process time is reduced from approximately 18 months to one day using MGX's process.

Heavy oil evaporator blowdown waste water (EBD) is one of the byproducts of steam-assisted gravity drainage (SAGD) during production of heavy oil. EBD was specifically targeted as the waste water contains mid-level concentrations of lithium and has the potential to generate high environmental revenue based on current disposal costs. MGX and PurLucid Treatment Solutions are working to integrate their respective technologies and develop a pilot plant suitable for commercial use that will treat EBD to provide oil sand producers with additional environmentally friendly disposal options as well as recover valuable minerals such as lithium.

[apad] 03/1/2017 19:59

from alphaville:

"What do we think? We have enjoyed BOO's broader thinking around brand, the extension into Boohoo Kids etc, the addition of the PLT brand and view the Nasty Gal brand as a positive addition to drive BOO harder and faster into the still, remarkably early stage online US forward fashion opportunity.
In terms of consideration, it seems likely that the experience gained in valuing the PLT business will have informed BOO's bid and whilst clearly opportunistic given Nasty Gal's Chapter 11, the brand is complementary, is very much US centric and should BOO be successful through the auction process, the opportunity to accelerate the US business, in particular, we would view as a distinct positive.
That said, something of a first for the Group, the US BOO business has gained real momentum, but incorporating the Nasty Gal brand and customer assets will bring some operational challenge. However, given the operational performance of the senior management team over the last 18 months, the opportunity here seems too good to miss."

[apad] 03/1/2017 17:46

ps
Had a quick look at www.share-talk.com/share-news/european-metal-holdings-keith-coughlan-chief-executive-officer-lonemh/
Interesting, definitely a roulette wheel stock. March 2017 is not long ahead. Haven't looked at costs or the management.
Let us know what you decide and why.
apad

[petersinthemarket] 03/1/2017 17:14

A. I haven't decided to follow EMH yet, if at all, just pondering. Like I said, not really my scene. I hadn't seen the note you put up, and forgive me if I am being thick, but doesn't it say that lithium is really hard stuff to accumulate and growing rapidly in demand and therefore worth a punt? Been (moderately) on the pop for some days with family now so might not be thinking straight yet and not about to push any buy buttons without more thought.
rgds, pete

[redartbmud] 03/1/2017 14:50

APAD

80 is the new 25, and I am not quite there yet, so I have a few years to get to a significantly bigger stake.

red

[apad] 03/1/2017 12:49

It's all about the context Pete.

From Wikipedia:

"Pricing

After the 2007 financial crisis, major suppliers such as Sociedad Química y Minera (SQM) dropped lithium carbonate pricing by 20%.[90] Prices rose in 2012. A 2012 Business Week article outlined the oligopoly in the lithium space: "SQM, controlled by billionaire Julio Ponce, is the second-largest, followed by Rockwood, which is backed by Henry Kravis’s KKR & Co., and Philadelphia-based FMC". Global consumption may jump to 300,000 metric tons a year by 2020 from about 150,000 tons in 2012, to match the demand for lithium batteries that has been growing at about 25 percent a year, outpacing the 4 percent to 5 percent overall gain in lithium production.[91]
Extraction

As of 2015 most of the world's lithium production is in South America, where lithium-containing brine is extracted from underground pools and concentrated by solar evaporation. The standard extraction technique is to evaporate water from brine. Each batch takes from 18 to 24 months.[92]
Seawater
Lithium is present in seawater, but commercially viable methods of extraction have yet to be developed."

Did you know this? Can you relate the company to the market? If not stay away.

apad

[lauders] 03/1/2017 12:48

Hello Red - As mentioned I cannot really dabble too much with whatever I buy. It is just supposed to sit in the account and not be mucked around with too much. Just a case of providing income for fees and whatever is left over can be used to buy something else down the line. Not ideal but that is the reason for the consideration. GSK may be a better choice for safety and possible growth, but CLLN will produce a better income. Still pondering.

[redartbmud] 03/1/2017 12:44

APAD

You are certainly right there. I suppose that i have become fixated with Clln, but it does provide regular trading opportunities. 7p to 10p per trade may not be the lottery, but it mounts up - long haul trading strategy is true.

Hope that you are taking more Fevr with the gin, or is it more gin with the Fevr?

red