Venture Life Share Discussion Threads

[apad] 16/3/2017 13:53

RWS, red :-)
apad

[redartbmud] 16/3/2017 13:49

Back in harness now. Topped up RSW @ 326p.
Fingers crossed.

red

[someuwin] 16/3/2017 13:49

Results out next Thursday (23rd March)

[someuwin] 16/3/2017 12:11

any buying pressure and this could rise sharpish.

[someuwin] 16/3/2017 12:11

No online buy quote to get just £1K.

[essentialinvestor] 16/3/2017 10:40

red, Manx, having looked again not sure on any short term upside, just imv.
Longer term may be interesting.

[modform] 16/3/2017 10:39

WEY , almost heading in a vertical line north

[qs99] 16/3/2017 10:22

Every little counts

[petersinthemarket] 16/3/2017 10:14

European Metals EMH interims today rather unexciting and suggested everything is trundling on much as the market expects. On the chart, the share price has just bounced off what looks like support around 64.5 for the third time. Looks like a nice pennant forming.

FFWD is still refusing to cheer up any remaining supporters and is apparently heading for the floor around 10.5 again leaving those unfortunates who bought near the top with a 50% loss. Lots of hopeful noises from the management but no profitable share price action for a whole year now.

SFR, TRI, LGEN, RGL struggling to make upward moves but safe and solid enough.

TSTL and WJG going for it this morning.
pete

[apad] 16/3/2017 09:29

Increased RWS at £3.2546
apad

[essentialinvestor] 16/3/2017 09:17

red, the knights that go nee - genius ).

[apad] 16/3/2017 08:58

email reply from RWS.

"Thank you for your email.
I can provide some additional data on LUZ which might be of help
LUZ has approximately 100 employees
Sales for the year ended 31 Dec 16 were $29m (15 $24m)
Adjusted profit Dec 16 $7.7m (15 $3.6m)

Senior managers were appointed at LUZ late in 2015 and they have made some changes both in terms of processes and personnel which improved the profitability of the business.

The previous owners of LUZ saw the transaction with RWS as a perfect fit in terms of, quality of service, global reach, product offering and core values.

Any acquisition is not without risk and the RWS management team will be calling on the experience gained from the CTi acquisition to minimise those risks and capitalise on the opportunities

Regards
Richard"

apad

[redartbmud] 16/3/2017 08:42

EI

Always stay on the right side of trades de da de da de da
Always look on the bright side of life de da de da de da

Get it? -:)

Seriously, had my state of the art, virtually new laptop not crashed, at the critical time, I might have cashed in my chips in Kaz on the spike. Longer term, my purchase may turn out to be cheap.

red

[essentialinvestor] 16/3/2017 08:36

red, sold a small amount of HSTN, keeping most of yesterdays.

DLG, added two small lots on the XD.

Timing, tends to even out, plenty I don't call right.

[redartbmud] 16/3/2017 08:33

Kaz has come to life on the back of the Aal activity.
Will it have further to go?
Hmmm....


red

[redartbmud] 16/3/2017 08:24

EI

No MANX has not crossed my desk.
Well done SKG and HSTN. You certainly have the bag on me when it comes to timing.
Out volunteering for the morning, but I will have a look later.
I have BLTG to look at too.

red

[essentialinvestor] 16/3/2017 08:18

Bouncy bouncy for HSTN, the IMPT % acceptance news is a nice read.

[essentialinvestor] 16/3/2017 08:11

red, SKG, very much appreciated again, admittedly a little lucky with timing.

Have you ever looked at MANX out of interest?, as an income play.

[redartbmud] 16/3/2017 07:59

EI

It sure has. I have skim read the commentary and the strategy is obviously beneficial.
Htg had a massive capital investment programme that finished around the time that the oil price collapsed. They had to prune a significant amount of capacity to keep afloat.

Have you done the maths to see if AMFW is a cheap way into Wg. or is it neutral?
It is unlikely that there will be a rival bid for AMFW.

red

[apad] 16/3/2017 07:57

Don't want to overstate PTSG, it is 1.2% of my portfolio. High profile because I have been moving some ROR into PTSG. Mostly I have been trying to understand how to interpret accounts in a sector that waits 3 months plus for bills to be paid.

apad

ps
The new Wood Group is a bargepole stock for me, but that is because I hope to hold a new share forever. Doesn't mean there aren't gains to be made at shorter timescales.
It looks like a takeover to me.

[essentialinvestor] 16/3/2017 07:51

red, a disposals programme has helped focus, however this morning
may not be the best time to add positions, as this looks like a market
short squeeze at the open.

[redartbmud] 16/3/2017 07:45

EI

Isn't Amec Foster Wheeler thought to be a bag of nails. Will it be a drag on Wg. or can they rationalize it quickly. Issuing paper saves cash, but increases annual spend on dividends.
Diversification is a good move, given comments that O&G will continue to be depressed for 2017.
If the market sees the corporate activity as positive Wg, could pop.

Skg will be my main focus for now, I have a bit of catching up to do -:)

red

[apad] 16/3/2017 07:41

A pension is not yours, it is a promise that the government sees as a source of funds.

UK Budget change
Those looking to move a UK pension offshore face a 25 per cent tax charge under a dramatic crackdown on pension transfers. The tax charge, announced in the Budget, will apply to individuals requesting transfers to qualifying recognised overseas pension schemes (Qrops) on or after March 9 2017.

apad

[essentialinvestor] 16/3/2017 07:29

APAD, appreciated thanks.

The deal appears to diversfiy the group and reduce O&G dependance,
whether that is a successful strategy remains to be seen.

The cost savings appear very attractive.


Mentioned the BAB realigment conference call earlier this week,
I can see the longer term potential, short term share price less sure of.