Venture Life Share Discussion Threads

[apad] 11/1/2017 11:15

10% growth translates into 30% if they didn't hedge, red.
apad

[redartbmud] 11/1/2017 10:23

APAD

Hindsight is a prerequisite for employment as a tintin.
Best of luck with your fishing expedition at Abcam.


red

[apad] 11/1/2017 09:18

Message sent to Abcam:

"Recent rns.
In the past your currency hedging policy has significantly delayed currency benefits.
Your current rns states the potential benefits from a weak pound but does not comment on hedging.
Please clarify."

apad

[apad] 11/1/2017 08:45

Tintins exercising their powers of hindsight, red :-)

They'll do it again with FEVR towards the end of the month.

GSK divi tomorrow. Two small buys in my daughter's ISAs, they already have BOO - decisions, decisions.

apad

[redartbmud] 11/1/2017 08:04

Yet another Hurrah for Booooooooo

Online clothing retailer Boohoo (BOO) has upgraded forecasts again and Peel Hunt is expecting ‘significant upside’ over coming years.

Analyst John Stevenson retained his ‘buy’ recommendation and increased the target price from 160p to 180p on the stock following strong Christmas sales. The shares were trading up 0.9%, or 1.2p, at 144p at the time of writing.

‘Boohoo has announced group sales growth of 55%, well ahead of market expectations. We upgrade our top-of-the-range profit before tax forecasts by 7.8% to £29.5 million, earnings per share 2p,’ he said.

‘The highlight of [the recent] statement is the strong traction in the US market, with sales up 188% in local currency, driven by effective autumn/winter campaigns and price investment. We see little reason for this step-up in traffic and conversion to lose momentum in the new financial year, suggesting more significant upside to growth expectations for the next two to three years and more upgrades to come.’

red

[haywards26] 10/1/2017 22:03

I fully agree, and sure glad the price did recently fall to 2000, as it was my entry point :) I see no reason why the share price won't rise to 2500+ this year.

[thelongandtheshortandthetall] 10/1/2017 21:07

Sorry H. To put apsen bridging loans in to perspective it could be able to add 5 or 10pc to profit to the bottom line in time. Didnt mean to be to rampy in mg post above.

Just my opinion. Guess work really but if they can make 2,3,4 million it wont do any harm ay.

Cheers

[thelongandtheshortandthetall] 10/1/2017 20:46

Hi Haywards

Thanks for that bud. Its a very good company in my opinion and i have allocated a suitable percentage of my portfolio to it.
Strangely it is neither appreciated for its very good divi nor its growth potential.
SUS could and should trade comfortably yeilding 3pc or the PER should be around 20 in this current market to reflect the growth rate without the reliable divi. This is all without the bridging loan business they are looking to expand in to. SUS estimate thd bridging loan market to double in the next five years or so. I think they'll go quite big into this new venture... very simplified borrow at 5pc lend at 10pc.

Good co. Hope it works out for us both.

Quite a mystery really how it went down to 2000p recently. Perhaps its due to its illiquidity.

There is vertually no daily volume or interst in SUS but that is fine by me. I'm am very happy to buy more as and when i can.

[petersinthemarket] 10/1/2017 19:19

For the Tiddler Watchers and anyone else not already in - perhaps take a look at Triad Group Plc, TRD [I hold]. Fledgling. Computer services. eps growing strongly, no debt, strong positive cash flow, good looking chart. No divi. share price up more than 10% since mid december, and much further to go imo. Finals expected mid February 2017. pete

[haywards26] 10/1/2017 12:59

THATSATT,

Nice write up by a Motley fool on SUS.. Article titled "Are these the best value small caps"

Source - hxxps://uk.finance.yahoo.com/news/best-value-small-cap-shares-070011662.html

With customer numbers hitting new records at car finance provider S&U (LSE: SUS), I reckon now is the time to buy up some of the stock before the broader market wises up.
S&U saw customer numbers shoot 34% higher from the start of August to December 7, the firm noted last month, taking its client base to around 42,000. And the company is looking to replicate its success in the auto market by entering the property bridging loan sector some time in 2017.
The number crunchers expect these factors to keep sending earnings skywards, and they expect bottom-line growth of 28% and 18% for the years to January 2017 and 2018 respectively.
Not only do these projections create decent P/E ratios of 13.1 times and 11.1 times, but sub-1 PEG readings of 0.5 and 0.6 for this year and next rubber-stamp S&U's terrific value.
Furthermore, the finance play also gives its London-quoted rivals a run for their money in the dividend stakes -- expected rewards of 90p and 106.9p per share in fiscal 2017 and 2018 respectively yield a mammoth 4% and 4.8%.

[modform] 10/1/2017 11:48

I agree on both comments madmix

[madmix] 10/1/2017 11:13

SOM - I've also held these since last summer, and have added to my holding this morning. They're building a good track record of earnings growth, and whilst somewhat cyclical, I think there's room for them to continue to re-rate from here.

[madmix] 10/1/2017 11:08

I presume you're continuing to hold GAW, mod? The H1 numbers looked good (as expected) and the general tone seemed positive for the rest of the year. It's a shame they didn't bother to comment on Christmas trading, but perhaps this period is less important to them than other retailers?

[modform] 10/1/2017 10:58

Glad it was a profitable trade, from the trading update a few months ago, you could put the house on it

[hydrus] 10/1/2017 09:14

I'm pleased with SOM, have a small/middling holding there but over time it could become more significant. G4M/SAT are looking strong for now. Very diff growth (organic vs acquisitions) I know which I prefer. Oil play SQZ demonstrating the benefit of being able to generate good profits with low oil prices. One asset producer so risky but huge cash generation.

[thelongandtheshortandthetall] 10/1/2017 08:24

Som is a perfect example of a watched pot.
The share price did nothing for 2014 and 2015 but its certainly boiling away now.

Well done pj. I should of held on.

[pj 1] 10/1/2017 08:13

Excellent update for cash rich SOM this morning. Increasing divi and chance of a special payout.

Care with cyclical nature required but things looking promising for another 2 years at least imo.

[apad] 10/1/2017 07:22

Decent statement from BOO, but adds nothing much to the story.

Good statement from ABC should change the recent direction of travel.
Note: 10% translates into 30% due to currency effect. I hope they don't hedge!

apad

[haywards26] 09/1/2017 21:31

One of my holdings and entrants issued a positive trading update this morning.

A turnaround stock that is now profitable, with profit growth running at 30% +, with a recently new and driven CEO hoping for further share price increases over the coming weeks and months.

Reds specialise in smart solutions (cities, buildings, networks and IT solutions).

On a current P/E of around 12-15.

Broker target - FinnCap 196

Current share price - 142

[thelongandtheshortandthetall] 09/1/2017 19:07

Red
Yes you are right. Lots of truth in sayings ay.

[redartbmud] 09/1/2017 18:52

tlatsatt

A watched kettle never boils.


red

[thelongandtheshortandthetall] 09/1/2017 18:47

APAD
Thats fine and dandy.

Makes sense once a month is good amount of time to reveal some potential trends etc. Cheers.

[apad] 09/1/2017 17:05

Once a month, tlst, 'cos I have to type the current position to post.
apad