Venture Life Share Discussion Threads

[redartbmud] 14/2/2017 14:19

No idea which one.
Just a comment that I heard from a tintin on CNBC about aircraft retirements. No reason to disbelieve him.
I did read a while ago that their new engines were designed for wide bodied jets and the production focus was now on narrow bodied aircraft, or vice versa. Either way they are not well positioned for the short/medium term.

red

[apad] 14/2/2017 13:49

The Trent, red? I think it is a Swiss Army Knife product. I'd read that but it didn't make sense to me, and I wasn't committed enough to dig deeper.
apad

[redartbmud] 14/2/2017 13:47

RR
The headwinds should hold the company back for the time being.
Not replacing decommissioned engines quickly enough.
Weren't they backing the wrong type of jet with their latest products?

red

[apad] 14/2/2017 13:15

All finns are for real, dacian, it's in their genes :-)
FY, early March.

apad

ps
Had another quick look at RR, under its new silicon CEO.
I don't like the feel of it one little bit.

[redartbmud] 14/2/2017 12:52

Mixed comments on the RWS board. I will await the report from my mole, probably tomorrow.

red

[apad] 14/2/2017 12:17

Pete,
I hope to hold shares I buy forever, and to increase on weakness as long as the story doesn't change, so I need to be convinced of the long-term potential.
E.g. DOTD I have bought 15 times since 2012. My average buying price is 28.96p.
I am convinced about the company. As far as the risk is concerned it is under an existential threat if Google changes its system.
It's different if you can trade short term, but I can't.

Red,
RWS is a share I looked at in the past, liked and forgot about! ! Looking forward to a report from the agm.

apad

[driver101] 14/2/2017 12:16

Nic's 3 Charts in 3 Minutes Today Are: #KRS #PREM #VLG

[redartbmud] 14/2/2017 11:12

Rws popped at the open.
AGM today. I have sent my mole.
profits for the first quarter were comfortably ahead of management's expectations.

"In a separate RNS announcement this morning, RWS announced the proposed acquisition of 100% of the issued share capital of LUZ, Inc., a leading Life Sciences translation business based in San Francisco, and with operating units in Broomfield, Boston and Lausanne. The cash consideration is US$82.5M, funded by a share placing to raise proceeds of £40.0M, an additional term loan from Barclays Bank plc (US$26.3M) and internal cash resources.

Summary and Outlook

"The Board remains highly encouraged by the Group's opportunities to continue to grow significantly and profitably across its ever broader portfolio of market leading businesses, especially in its Life Sciences activities in the USA.

"We have a strong balance sheet and an interesting flow of acquisition opportunities in our chosen specialist niches and look forward to further significant progress."

Can't be bad.

red

[valhamos] 14/2/2017 11:06

"I note that some entrants do not post - it would be good to get reflective comments from people at some point."

So far not much to report on my entries (ABDP, DOTD, KNOS, PHTM, ZAM). DOTD was knocked back by a trading update reporting slightly slower growth than previous periods - interims next week. PHTM was hit by press reports where the implication was that UK photobooths would be rendered superfluous by the Government allowing people to use 'selfies' for their passport photos. Such concerns were overstated and in any case the UK accounts for less than 15% of operating profit and the share price has largely recovered.

My entries accounted for just under 10% of my portfolio at the beginning of the year but I am looking to increase my positions, so now over 13%. I also like the look of D4T4 with its Celebrus customer experience software and bought yesterday's late dip.

[petersinthemarket] 14/2/2017 10:50

>A - the depth of your research always impresses me - I love the way you mine (!) for details.

By comparison, my research is wholly superficial. Apart from a brief glance at a very few key fundamentals I mostly go for gut feel and chart momentum. Imo the chart almost always shows the combined belief of the whole market in the current and near future strength of the company.

We have discussed buying the dips, or the effing dips as some would have it, before and I say again I rarely if ever buy the dips. I try only to buy on a rising share price But I'll expand a bit in case there might be some misunderstanding. Whilst I am often happy to buy on a straightforward rising sp, if I have the spare cash and I think it has further to go, I sometimes do buy after an share price fall back (ie. A Dip) but crucially never until imo it has finished falling and has started to rise again.

I recognize that I may miss some potential gain this way but I believe buying when the share price is going backwards is very bad psychology and it can sometimes also turn out to be a bad financial decision. I don't claim to get it right every time, but that is the way I think.

Getting back to lithium, I am sure your wiki research is technically spot on, but you may need to tell all the punters that! As stated previously, imo the chart tells you all you need to know about current market sentiment and you can either go with the flow, or not.

With respect to new punts, as I am temporarily out of speculative funds I will share a couple with you that are currently head of my watch list for serious attention. Not sure if they are your bag or not but here goes. DOTD, FCRM, FREE, LGEN (for Mrs P), LPA, MYSL. Please don't buy millions as I would hope to see some left for me when I can get around to it.
pete

[apad] 14/2/2017 08:42

Off the cuff. Lithium is common. Companies that hi-lite the demand for lithium are not addressing the strength of the company. Bubble mentality to make money, maybe.
From Wiki:
"The global production of lithium is to triple this century, from 200,000 tons in the year 2000 to over 600,000 tons in 2020. Mining lithium metal is not expensive, especially at high mountain plateaus, where lithium is collected from brine ponds evaporated by the sun. Brine excavation is probably the only lithium extraction technology widely used today, as actual mining of lithium ores is much more expensive and has been priced out of the market.[4][5]
Identified lithium resources total 5.5 million tons in the United States and approximately 34 million tons in other countries, so lithium is not, in fact, a rare commodity. Identified lithium resources for Bolivia and Chile are 9 million tons and in excess of 7.5 million tons, respectively. Identified lithium resources for Argentina, China, and Australia are 6.5 million tons, 5.4 million tons, and 1.7 million tons, respectively. Canada, Congo (Kinshasa), Russia, and Serbia have resources of approximately 1 million tons each. Identified lithium resources for Brazil total 180,000 tons.[6]


My portfolio has grown to 58% in the top 5 shares, of which 4 are on AIM.
So, when there are record values of indices my portfolio is unaffected. I feel left out!
There is little current interest in any of my 23 companies!
I need a decent watchlist, and mine is empty!

Competition out-performance is currently dominated by PVG and G4M, with, of course, the odd oiler and miner. High profile companies that have stumbled, like Crawshaw, have damaged some entries.
I note that some entrants do not post - it would be good to get reflective comments from people at some point.

I'm surprised that the likes of WEIR have not attracted takeover interest - wouldn't have thought that BREXIT would bother a potential predator on this type of exporter.

FEVR continues to market new products and attract comments from tintins about its high PER. FY is mid March and it pays a divi. I would buy on a decent dip.

TRCS is weakening as expected - mid Feb. update last year. Maybe I should have sold the lot?

SOU is still the big gamble.

Toshiba joins the increasingly long list of big 'safe' companies that weren't safe!
I know a few people who have held RR for a long time, with the only reason being the glamour in the name.

Listening to a tintin on Share Radio, coming out with the usual platitudinal nonsemses on RR.
Need more coffee.

apad

[petersinthemarket] 13/2/2017 19:07

Not a trade atm imo D but it will fall back at some time and then you could reconsider. For now, until they come up with better storage battery design that is, lithium has a massive future, simply because of all the products that literally depend on the stuff. But be warned that whilst I am (was) a qualified and time served engineer (electrical & electronic) I have absolutely no background or experience in this topic. Just a gut feel and a chart watcher. I am becoming more confident here and plan to put a lot more into EMH when I can free up some more capital, but defo not yet. Best of luck. pete

[apad] 13/2/2017 12:25

Bought a few more TSTL ahead of late Feb interim.
Playing Aaron Copland at full blast.
Can't be bad.
apad

[petersinthemarket] 13/2/2017 12:07

Haven't mentioned it or she might want to go shopping.

[apad] 13/2/2017 11:55

Bet Mrs. Pete is envious....
apad

[apad] 12/2/2017 12:19

A favourite of mine, pete.
"A gold mine is a hole in the ground with a liar standing next to it."
Mark Twain
apad

[petersinthemarket] 12/2/2017 11:50

Mod - Great chart on KAZ and general business appears very robust, so no reason to doubts its future. Not for me though. I don't often tinker with ground grubbers even though I'm currently still holding HUR and EMH for a bit of excitement. Cannot get a related saying out of my mind ''definition of a gold mine - a hole in the ground with a liar at the top''. Not sure if its fair to use that against other raw materials, but anyway, no free cash at the mo. pete

[apad] 12/2/2017 11:16

Where is it, dacian?
apad

[redartbmud] 11/2/2017 14:24

dacian

I agree, it is easy to get sucked into a share by reading comments on a bulletin board or tip sheet.
Tip sheets are there to publish a certain number of words in each issue. The correspondents can only give superficial attention to many of the shares that they follow, given time constraints.
I do read the copy but ultimately the decision to trade is mine. and I am risking my own pennies in the process.
Unfortunately, the herd can blindly follow what is written and that can influence short term movements in the stock. Add to that the managed funds that trade into and out of a share based on their own thinking.

Being in a well managed share that is out of fashion can be frustrating, but they tend to come good over the medium/longer term.

APAD
Gnk was one of my competition entries. I am beginning to think that I have got it wrong and that your comments are on the money. It was to be a 'safe' defensive play in a sea of volatility. At some point I will have to say tara to my holding.

red