Venture Life Share Discussion Threads

[krobertson878] 31/5/2020 16:58

Scottish Government priorities are questionable at best and timing is appalling

[krobertson878] 31/5/2020 16:57

https://www.msn.com/en-gb/news/newsscotland/scottish-government-senior-managers-given-wage-boost-as-millions-endure-pay-cuts-during-coronavirus-crisis/ar-BB14OVgD?ocid=spartanntp

[eeza] 30/5/2020 23:21

https://www.telegraph.co.uk/business/2020/05/30/boohoo-faces-100m-us-lawsuit-false-prices/

[adamb1978] 30/5/2020 10:13

Homebrewruss Nice to see another one joining me in IDP, and I share your view on the potential, particularly if the new products succeed. I'm in a similar position in terms of level of investments; 50%-60% at the moment, and have been kicking myself for the same reason, namely not having the shopping list ready for when markets fell. That said, the speed of the fall and rebound is pretty much unprecedented, which makes it easier to live with. I moved into cash during 2019 and had always though I'd have time to research/add when a crash happened. Maybe I will still is markets come off again over the summer and/or if a second wave happens Adam

[homebrewruss] 30/5/2020 07:31

APAD, perfect, thank you :)

[apad] 30/5/2020 07:12

Homebrew. Working on an exchange rate of 1.32$/£ at the start of the year and your 1 for 4 on the NASDAQ my spreadsheet now calculates your GAN gain as 128% putting you in an overall lead at 42.4%. About right? Will be automatic from now on. apad ps What a good choice 😊

[homebrewruss] 30/5/2020 07:05

AdamB I joined you in IDP yesterday, shame I missed the lows but the trading update suggests they might have a year similar to last which seems pretty good given conditions plus it looks like the brands are gaining further traction. Not risk free but with the low p/e and further growth it feels like it could go up multiples over the next few years if they can execute. Good historical summary here on stocko: hTTps://www.stockopedia.com/content/innovaderma-a-tale-of-jekyll-and-hyde-but-who-is-winning-now-554131/ ----------------------- As I mentioned at the time I went all into cash around the end of February. In general it's worked out well but I've been surprised by the bounce back in the markets and whilst I'm about 60% invested now I think my mistake was in not having a good enough watchlist to buy more confidently during the lows. Something to work on.

[big7ime] 30/5/2020 00:15

A number of my stocks are forming inverse Head and Shoulder chart patterns which is prob indicative of the mkt so virus news permitting (maybe a vaccine) it looks like being a good few months ahead. E.g SPE, AGFX, CRL, ANTO.

[homebrewruss] 29/5/2020 23:14

Thanks APAD, GAN have now moved to NASDAQ and have gone up considerably tomaplrox £4.50 in old money. Are you able to track NASDAQ stocks? If I gave you the dollar equivalent price as if they were listed there at the start of the year then maybe it could work but don't worry if not.

[eelanguilla] 29/5/2020 21:43

fdev doing the business .. results 8th plus market overreaction in a hot sector ./// 300 ish to 2k - ridiculous but small stakes so. Made up the the rest which is something i should address ... top slice and put into something boring like rdsa. However eels like to swallow their prey while bottom fishing .. head first then the gills/spines don't catch in their throat. joking aside - I should be giving my research skills a test as I can see much smaller opportunities given the market rally. It is counter intuitive given market values and the fundamentals we can see. Was reading an interesting article on Japans lost decade - from the viewpoint of debt per % of gdp. Will it be inflated away given furlough scheme.

[janeann] 29/5/2020 20:30

Thanks apad; well, I can accept acso being well below where I would like - even said it was make or break year for it, but ZTF still in the doldrums; very disappointing

[apad] 29/5/2020 17:47

😊 Damn good researcher I reckon, Piedro. Prison not a great place to be 'active' I understand. Av. 42p is not at all bad! apad

[piedro] 29/5/2020 17:31

"conviction" - do you mean -> GO TO PRISON It has been a bumpy road since 2006 when I first bought. There was that fall to 20p - I bought down to 30p but lost my nerve lower down. And have sold a lot on the way up (av. 42p} If you read my bb page you will see that I can be quite critical at times. Sometimes I get ticked off for being so "active". :-)

[hydrus] 29/5/2020 17:13

That's conviction on TSTL Piedro!

[piedro] 29/5/2020 17:03

I notice that from time to time people mention their year's portfolio gain. Every Friday I do the total using the 'bid' price; I think that is a fair price being the value I would received in case of a necessary sale. I'm up 4.2% on the year with the help of TSTL {now +45% of the portfolio}. Three of the duds - CAM, OCN and DUKE - I have bought for the bounce, which was quite nerve wracking, but I cheat myself by reasoning that so much research done can be justified by a larger holding. GLA.

[apad] 29/5/2020 16:47

Homebrew...put GAN at last UK price. Might be understating. Correction? apad

[apad] 29/5/2020 16:45

29 May 2020 Entries 31.8% modform (TMO FISV ADSK DXCM DOCU) 22.2% homebrewruss (PTAL.L JSE.L GAN.L SLP.L ALTN.L) 17.7% Hydrus (AFX.L AGFX.L GAW.L TM17.L AVON.L) 17.4% apad (FEVR.L BOO.L BVXP.L TSTL.L RSW.L) 4.1% multibagger (CYAN.L IDEA.L LTG.L LID.L ARC.L) 3.7% lauders (JSE.L TXP.L MSLH.L RENE.L HCM.L) 3.2% krobertson878 (ALTN.L I3E.l RKH.L OMG.L VLX.L) -0.3% Cragside (SSON.L HSL.L BIRD.L JSE.L SXX.L) -3.2% Big7ime(AGFX.L ANTO.L BVXP.L PEN.L SPE.L) -7.5% RP19 (VLE.L DRV.l G4M.L NTQ.L WHR.L) -8.4% lomax99 (BUR.L FUTR.L HL.L BVXP.L EYE.L) -10.0% valhamos (D4T4.L XPP.L CHH.L VLX.L LRCX) -10.5% tlst (SOS.L CKT.L QTX.L ELCO.L SSON.L) -12.4% janeann (ARC.L ACSO.L LTG.L PRSM.L ZTF.L) -14.7% dacian(BVXP.L GDWN.L RRE.L UPGS.L CSN.L) -16.0% Piedro (TSTL.L SRT.L OCN.L CAM.L MGNS.L) -18.0% Mattjos (AAZ.L CNG.l LSIL.L STCM.L TRT.L) -20.5% attrader (CPRI EAF MU BVXP.L) -21.7% jonut (ARC.L UTG.L HLMA.L JSG.L FLTA.L) -23.2% redartbmud (LLOY.L RSW.L SMP.L SPX.L RDSB.L) -26.0% cooltools (ARC.L BVXP.L IMMO.L SOS.L STCM.L) -4.4% Average

[attrader] 29/5/2020 13:44

APAD, good call on RR turnaround difficultiesHTTPS://www.ft.com/content/b01b6a93-1b87-4c73-8fa2-33100ca67a4b

[netcurtains] 28/5/2020 17:36

Does anyone know if market screeners "over sold" companies actually match the top over sold companies in uk? how do they work out what is and is not over sold? Http://www.marketscreener.com/tools/stock-screener/oversold-stocks/

[thelongandtheshortandthetall] 28/5/2020 16:37

I was too greedy on GAW. missed its drop. few others as well.

[hydrus] 28/5/2020 16:33

Hi Jane I do own GAW - I sold out completely but bought back but not to the stake I had previously. Now 40% up. My logic was that in two years time GAW will be doing well so the next year doesn't matter. That said I'mastonished it's at an ATH whilst it's shops are closed!

[janeann] 28/5/2020 14:41

spe; saw the announcement and like Hydrus not being a team user don't fully comprehend the ramifications. But as I see SPE software is about simplifying, streamlining and efficiency improvements etc etc. so I only see this as positive. And SPE hasn't enjoyed the ride experienced by some others so hopefully is due an unptick. The last update was I recall pretty positive hydrus - I think you said you reduced/sold GAW some while back. Thought there was a saying along the lines of 'never sell GAW'. I have topsliced at 61 and 64; what a mug. ps the recent tie up with fdev also looked pretty positive - for both companies

[big7ime] 28/5/2020 14:23

Sorry eeza, I meant inverse h&s Good for a 33% rise if you are a believer

[thelongandtheshortandthetall] 28/5/2020 13:16

OTB - on the beech - going well. Pleased with that. Got rid of the Brighton pier bet. QTX update probably tmo. SOS been bit too quiet lately. Suspect they're waiting for something good to say...

[2toptrader] 28/5/2020 11:02

CLSU might be worth a look at these level, folks ?! Launched a Covid-19 test service for employers in US, should see good demand as the economy re-opens. As the saying goes, NAI and DYOR please.