Venture Life Share Discussion Threads

[apad] 22/3/2017 09:38

Wakened to blood on the streets, pavements, everywhere this morning!
Keeping the tin hat, red.
Worshiping at the shrine of Widget, M.
Portfolio 3.5% off near high.
Knew I should've sacrificed that other goat.
apad

[essentialinvestor] 22/3/2017 09:09

red, got SKG down to '31.

[redartbmud] 22/3/2017 09:05

EI

Watching Skg and Wpp.
I will be sorely tempted at £16 on Wpp.

red

[redartbmud] 22/3/2017 09:02

dacian

Patience is a virtue that is often rewarded.
I believe that they have a good business and, in the longer term, an opportunity to grow.
Maybe 88-90p is the floor, but who knows. The markets have turned negative for now.

red

[redartbmud] 22/3/2017 08:15

Royal Dutch Shell (RDSb) had a difficult 2016 but Barclays is expecting the changes it made to start delivering, and it could prove the shares are ‘meaningfully undervalued’.

Analyst Lydia Rainforth retained her ‘overweight217; recommendation but reduced the target price from £28.00 to £27.50 following the annual report from the oil giant. The shares were trading up 3.5p at £22.20 at the time of writing.

She said the company starts 2017 in a ‘vastly different position’ to a year ago, with the BG integration complete and the combined group providing ‘a competitive base from which it should be able to reset and simplify the business’.

‘Nonetheless, it is clear Shell’s work is not over,’ she said. ‘The company lost money in its consolidated upstream operations for the second consecutive year and its unit production costs are still materially higher than in 2005 when Brent last averaged in the $50s.’

Divestment has seen gearing decrease and Rainforth said this should ‘increase market conviction that the dividend is sustainable, in which case a share price that implies a yield of nearly 7% appears to us meaningfully undervalued’.

She added: ‘Having completed a difficult transition year in 2016, we think 2017 will be a year of delivery.’

red

[essentialinvestor] 22/3/2017 08:15

no that's gin and bear it )

Bought a few SKG.

[redartbmud] 22/3/2017 07:59

EI

Just grin and bear it. Provide a regular supply of drinks - tea & coffee, not gin & Fevr.


Clown on Wake up to Money on the Radio 5 this morning thought the rise in the share price of Fevr was due to the the increase in drinking gin - as Fevr was a gin.
Mickey Clark put him right, explaining that his wife and her friend had been drinking the tonic at his golf club pretty well since the product was launched.

red

[essentialinvestor] 22/3/2017 07:52

Multiple road accidents in my locality today, so Mrs EI working from home,
what a joy clearly ).

[redartbmud] 22/3/2017 07:46

APAD

Rsw is a supplier to Apple. Is that a factor?

red

[martywidget] 22/3/2017 07:19

APAD, were you not impressed with Widgets prediction of Fever-Tree FEVR - he said the top drops! LOL! And indeed it did, followed by flying back upwards before settling. LOL! Even his flight pattern seems to replicate the days share price action. LOL! Most impressive Widget!

[He's even got a taste for Fever-Tree Premium Ginger Beer!]

[apad] 22/3/2017 05:11

RSW

From Oct update:

"Trading activity
Revenue for the first quarter of the current financial year was £112.8m, compared with £98.2m for the corresponding period last year, with growth of 15%. There was growth in all regions, especially the Far East at 22% (9% at constant exchange rates) and Europe at 13% (3% at constant exchange rates).

By business sector, revenue in our metrology business increased by 16% to £108.8m compared with £93.7m last year, with underlying growth at constant exchange rates of 7%. Revenue in our healthcare business was £4.0m compared with £4.5m last year.

Profit before tax for the first quarter amounted to £14.1m (including a currency benefit of £3.7m) compared with £16.3m last year."

Share price dropped about 20% between this and the end of the year.

So, why has the share price risen inexorably YTD, some 30%?
More currency benefits perhaps.
Free from the O&G market?
Any ideas?

Should be an update this month.

apad

[apad] 22/3/2017 01:41

DIS
Insiders own 3% of shares and 3% of capital is in options.
apad

[apad] 22/3/2017 01:05

DIS

Pete,
Watched video of Goulding.
Surprised to hear him say that the company's ambition is to sell one of its brands.
He has the background to do it I guess.

Also, I think the bottles look great.

apad

[doodlebug4] 21/3/2017 21:59

FEVR is a share crash waiting to happen according to Mr Cawkwell - posted today on Master Investor. Let's just see who has the last laff guys.

[redartbmud] 21/3/2017 21:41

EI

Looks like WPP and SKG are moving towards buying territory.

red

[redartbmud] 21/3/2017 21:22

Well done the boys with the Fevr. Bouncy, bouncy today but ended up on the right side.
Good but tiring day, Wyn AGM then socializing.
Y'oodles jumpy. Hey ho....

red

[apad] 21/3/2017 18:58

I already have one title, EI, a badge would set it off just nicely :-)

Yoodles are down so you might get your way. I have to admit that I prefer weak markets to strong markets, too.

Amused to see that BVXP is my maximum income generator.

Managed to accumulate a reasonable number of PTSG before stock supply decided to emulate hen's teeth.

FARN. Only managed two purchases before the blue touch paper was lit.

HLMA update on Thursday.

Everything feels in equilibrium now. Can't see any worrying weaknesses despite my usual scaredy-cat obsession with hunting for flaws & weaknesses.

Top ten:
FEVR
BOO
ABC
RSW
BVXP
TSTL
PRV
SOU
SPX
AMS

apad

[essentialinvestor] 21/3/2017 18:03

APAD, you may not see a mention on SHA as a badge of honour ) - forgot that bit.


Markets lower, a few weaker days would suit me have to admit,
but you can't always get what you want as someone once sang.


Added back a small amount of HSTN.

[apad] 21/3/2017 17:54

It has doubled since Xmas, Pete?
Very good.
Very crowded market. Plenty of premium brands from small and large producers.
Much harder to make your mark as a brand.
Doing extraordinarily well on a shoestring.
In the supermarkets.
Needs marketing clout.
Might need funding?
Yacht Club - loads of gins, only one tonic.
FWIW
apad

[petersinthemarket] 21/3/2017 17:37

>A - Despite the obvious difference in MktCap and over excited SP, suggesting that a fervent feverish fevr following has already built up, I cannot really understand why there is such little enthusiasm for DIS which is plainly going to rise to similar heights in due course and is an essential partner for mixers like fevr. imo dis will be worth at least another 50% before the calendar year is out. Of course I am (very) biased, so no advice intended; comments only designed to provoke some sort of rational discussion! TU end April.
pete

[apad] 21/3/2017 16:16

:-)

I buy the dip on ABC fairly regularly m. Starting to look interesting, but no hurry. The director buys looked a little orchestrated.
Although a large cap it is on AIM so I am not sure what the dynamics of the institutions are.
Also my recent flurry with ROR has left me satiated.
apad

[madmix] 21/3/2017 16:05

APAD,

Not tempted by an ABC top-up at these levels? Some reasonable size director buys around the £8.40 level, and now trading at £8.05.