Venn Life Sciences Share Discussion Threads

[dlku] 12/4/2016 16:41

seems to yo you between 24 and 18, so could swing back to 18 when we get Brexit imho

[paleje] 12/4/2016 16:28

Wouldn't have thought so but you never know. I would hope nearer 30 by results time depending when more news emerges.

[dlku] 12/4/2016 16:21

back to 20?

[rivaldo] 07/4/2016 07:35

Amati VCT2 just released their results and made this reference re their investment in VENN's last placing FYI:

"The second was in Venn Life Sciences ("Venn"), a Clinical Research Organisation ("CRO") providing clinical trial management and resourcing to pharmaceutical and biotechnology clients. Venn has operations throughout Europe and has been benefiting from an increased trend amongst its customer base to outsource non-core activities such as clinical trials."

[oldvic] 06/4/2016 11:40

got some today
tried five times yesterday at 27p
wouldnt fill

[yump] 06/4/2016 11:31

Looks like the company itself is at a tipping point building to a solid profit in the not too distant future - perhaps that has started to generate interest.

Tricky business in AIM, given the history. If companies remain small they don't get much interest. If they grow by acquisition, the break-even point is often some distance away and the accounts become complicated.

There must be a few more but this one and IDEA seem to have a good combination of a model that is scaleable and an acquisition based expansion that is not creating problems. I've got a few REAT - another service based business, looks like its on the same path, but not much info. on that one.

I keep looking for businesses that start small and just grow organically, but not sure that is possible much anymore, what with the level of competition in most markets. You need something pretty special to just get organic growth.

AIM seems to be littered with the next 'widget' product to change the world, but they've all tanked.

[cheshire man] 06/4/2016 09:57

Well done AISHAH, I've been adding too :-)

[aishah] 06/4/2016 08:48

Picked up quite a few below 20p in the last few weeks. Overhangs provide good opportunities from time to time. Long way to go here imo.

[mr hangman] 06/4/2016 08:42

Amazing, what a diffrence a couple of weeks make, all we could moan about was
the nasty overhang

[rivaldo] 06/4/2016 08:40

New highs now, and moving up nicely. Evidently there aren't many shares around as a 20k buy at 26p today has moved the share price up 0.75p!

[rivaldo] 05/4/2016 09:33

Only 12 days ago VENN stated they'll be EBITDA positive for last year, let alone being forecast by Hybridan to achieve 1.85p EPS this year after the large contract wins and acquisitions:

"As previously stated, the business is now generating free cashflows and ended the financial year with a cash position of €3.4m. In-line with market expectations the Company will report a positive EBITDA position having recorded a Group EBITDA loss, before exceptionals of €1.53m for the previous year."

Hybridan have VENN down as achieving a £130k PBT even for last year.

[albanyvillas] 05/4/2016 08:05

Loss of 130,000 pounds a month every month

[albanyvillas] 05/4/2016 08:05

Loss of 1.6m expected

[eburne1960] 04/4/2016 12:06

If we do half as well as LOQ I think we'll all be happy....

[mr hangman] 04/4/2016 12:01

Nice to see GHF turn up, i can see this thread turning into the LOQ old boys club

[interceptor2] 04/4/2016 11:54

A belated welcome GHF. Good to see a thread with so many investors that I respect.

Totally agree that since the start of 2016 the tone of their statements are becoming more upbeat as confidence increases. Reading back the company statements from last year, it seems that their optimism about business growth and larger contract sizes are being delivered now.

[rivaldo] 04/4/2016 11:17

Nice move today on relatively small volumes, so it does indeed feel like any overhang has now gone.

Cheers Aishah (and welcome GHF) - I agree, the amount of VENN stock held in their Trader portfolio is an unusually large amount! Presumably reflecting their high confidence levels.

[cheshire man] 04/4/2016 09:31

Good start to the week, glad I topped up last week with the proceeds from a sale, let's see if we can break above the 24p resistance by end of week :-)

[glasshalfull] 03/4/2016 18:59

Thanks for the welcome cfro & AISHAH.

Been buying most days following t/s cfro. There was a seller letting parcels of 25k/50k go & therefore opportunity to pick up stock around mid despite the recent bullish statement from the company. Feel very fortunate to obtain stock in quantity given the positive news emanating from them since the beginning of 2016. Stock dried up on Friday and the bid was strong all day, for the first time since the latest t/s was released.

AISHAH - Appreciate the heads-up. Glad to have expedited purchase as I'd imagine an initial mark up before they settle back later in the week. Then again, the latest Techinvest recommendation alongside FY 2015 results that are only 5-weeks away may finally propel the share price out of the low 20's. I'm certain the growth story emerging will appeal to an increasing number of investors.

Regards,
GHF

[aishah] 02/4/2016 21:24

Welcome aboard GFH. This weekend's Techinvest reviews the last update stating that VENN revised Jan's revenue fcst (which was 100% above actual achieved in 2014) by +15% and concludes that the shares are a "Very strong buy"

Incidentally, they made VENN a 2016 Nap @21.5 back in Jan. The Trader Portfolio holds 140,000 shares at a total cost of £27.2k. They also put their money where their mouth is by holding VENN in the Techinvest Special Situations Fund. Some vote of confidence imo.

Hybridan forecast 2015 eps of 0.52 followed by 1.85p for eps growth of 256%, PER of 12x and PEG of 0.05!

[cfro] 01/4/2016 18:41

Welcome GHF,

...i wondered why the sudden move up and flurry of trades today.

Bit like Snow White and the seven dwarfs! :0))

[johnv] 01/4/2016 14:59

GHF, he must be keen on them as Jan 16th issue, he has 3 holdings.

[glasshalfull] 01/4/2016 14:32

I've also been a buying here since the update. Hoped they'd slip back after the latest fantastic trading statement but wasn't holding my breath and have been steadily adding. See I'm in excellent company with a number of investors who I rate highly already here.

Built a moderate holding as unsure if the positive outlook will be captured in the next Techinvest, which having championed them, could put pay to buying at decent price or quantity for days or weeks. I subscribed many years ago and recall it was normally out at the beginning of the month. Sure AISHAH will keep us informed ;-)

In similar thoughts to cellulac's post above, having reviewed the company I like the way they've developed over the last few years & importantly they are now generating profit, are cashflow positive with sufficient cash on the b/s.

Regards,
GHF

[cfro] 29/3/2016 18:00

Finally got round to watching the video interview with Tony Richardson.

A thanks to the poster who posted it up here.

Great video. loved the bit when he said that they have moved from winning 300, 400 or 500k euro contracts to multi-million Euro contracts. :0)

Also at the end Tony said that they have a pipeline of opportunities that they hope to bring to fruition in the next few weeks.

Still in the process of researching these but also learned that they have a dual listing in Dublin.