Venture Life Share Chat (VLG)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Venture Life	LSE:VLG	London	Ordinary Share	GB00BFPM8908	ORD 0.3P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+3.00p	+6.25%	51.00p	49.00p	53.00p	52.00p	48.00p	48.00p	22,627	15:00:18

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Health Care Equipment & Services	16.1	0.1	-1.0	-	42.69

Venture Life Share Discussion Threads

Showing 20576 to 20599 of 20600 messages

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Date	Subject	Author	Discuss
19/8/2018 18:00	Always difficult to "shout out" about an investment case, as many can go wrong. That's why I don't mind different opinions, in fact I value them. (As long as they're civil). Which they are, on the distinguished VLG thread :-)	dacian	Read Full Thread Reply
19/8/2018 14:05	Been playing about with some ratios. PTSG emphasises red's point about white van man. QTX is a surprise. Revenue per Company Employee BVXP 450 FEVR 302 QTX 281 BOO 267 AMS 229 ABC 229 ZOO 165 SPX 158 PRV 144 ARC 136 DOTD 134 RSW 126 FFX 79 PTSG 12	apad	Read Full Thread Reply
19/8/2018 12:05	Quite a nice debate between us dacian. Pity I didn't carry on researching. Flibbertigibbet! apad😊	apad	Read Full Thread Reply
19/8/2018 11:23	dacian have marked up your post not as much for the company it illustrates but showing the reticence....as you say again for fun.	hazl	Read Full Thread Reply
19/8/2018 10:59	dacian I must admit that I didn't look very closely at the competition entries, some of which, I confess held some interest at the time. Surprising how it is difficult to do the, in depth, due diligence when you are retired!! Maybe focus too much on keeping what you hold. Having looked at the Xpd debate, and a cursory look at the latest report, I see the merits of the business. I think that you have made smart moves, and that your holding must now be bomb proof. A bit like a few of mine. Hils, in one portfolio, before the latest purchase has a negative cost of c£10. That is a bit extreme!! It also means that I missed out on a lot of growth by selling too many:-( Hey ho... red	redartbmud	Read Full Thread Reply
19/8/2018 10:41	😊 Can see why it's got an edge now, dacian. Takes a time to sink in sometimes! apad ps Looked at CLG when Pretty Little Thing used them for frocks. They do ASOS and SOS as well. Tempted. Glad I held back. Again the search for something special inhibited me. pps Must remember you underplay your opinions!	apad	Read Full Thread Reply
19/8/2018 10:29	Apad, the XPD dialogue starting around post 13884, Sept 17. for fun: dacian: took 5k shares in XPD this morning, for the first time. Pure coincidence they released H1 results today, had no idea. It'll be a boring one, but like the straight talking. Apad: Interesting XPD, dacian. Not sure about XPD. Can't see why it is special. Float pays off debt? Difficult to interpret balance sheet (for me that is :-) apad ps Very cursory look. dacian: :-) someone's got to shift the frock to our european n'bours. did you see the 2% operating margin?! I thought it was a typing error, but no, it's real. Apad: Organising transportation for a small margin is OK, dacian, if you have something special. Is it language, knowledge of regulations, or what? dacian: Don't want to make a fuss about XPD, nothing special really, just think they should do ok the next 6-12 months. They'll run some acceptable debt and make a couple of acquisitions, c78% owned by management , locked in for 1 year. But not the sort of co I'd hold forever. First mover into far eastern european grounds, they buy more , and more often , western ( uk) frocks. Weak pound should encourage them. Like I said, nothing special really. Difficult to find gems these days.	dacian	Read Full Thread Reply
19/8/2018 10:26	Impressive work, pireric! FWIW I came close when Paul Scott started writing about SOM and missed yet another boat (handkerchief, tears, quayside). I now feel that it depends on its industry cycle - which I don't understand. Unless it is a candidate for a takeover - which wouldn't surprise me. Nice tech and an international footprint equals target. apad😊	apad	Read Full Thread Reply
19/8/2018 10:12	For those of you who haven't looked before, SOM fits all of the criteria to be value growth stock - have posted some research I did in the last post on the thread: https://uk.advfn.com/cmn/fbb/thread.php3?id=31186059 Primarily has a comparables table in it that I collated. Might be of interest	pireric	Read Full Thread Reply
19/8/2018 09:46	Thanks for the confirmation, red. I might buy a small holding. Final 15th May 27 Oct acquisition 9 July acquisition & placing 25 Sept Interims apad ps dacian, it might be OK missing the first boat of a roll-up - perhaps.	apad	Read Full Thread Reply
18/8/2018 21:05	XPD Very interesting set of accounts. There has been so much corporate activity that it is very hard to take a superficial look and form a considered view. Irt will be very interesting to see how the first full year of trading pans out under the new structure. Havig said that then maybe some of the more 'traditional' valuation methods are lagging behind the action and price/revenue is maybe as good a snapshot as you are likely to get. It would certainly be interesting to look at the forward projections to assess what the results could be next time round. Not wrapped my head around the 'Receivables'. There has been considerable share price action and the early birds look to have a big advantage. It isn't so long ago that the share price was c25p' I will take a loser look, tomorrow when I have more time. Interested from Ipswich. red	redartbmud	Read Full Thread Reply
18/8/2018 19:59	Just catching up, after returning home. Out all day. APAD Assume that you mean Expediator. The board meetings must be boring with a cornucopia of accountants in the senior positions. It would be difficult to pull the wool of each other's eyes when ruminating over the monthly management accounts:-) red	redartbmud	Read Full Thread Reply
18/8/2018 16:37	To be clear I don't think it's got ZOO's potential.ZOO still has huge potential. It was just hugely mispriced at 9p. I've not found anything like it since.	hydrus	Read Full Thread Reply
18/8/2018 16:30	Agreed. That's when I bought in. Lowest price 9.3p, average is 11.3p. I have a decent stake in BIOM. I suspect the ratio for this year will be just over 1.	hydrus	Read Full Thread Reply
18/8/2018 16:05	Agreed, H. ZOO was a good number back in the spring of 17 😊 Reporting Period Ends: 31-Mar-17 31-Mar-18 18-Aug-18 Revenue ($m) 16.5 28.6 46.5 Price to Sales (MarketCap/Revenue) 0.3 2.5 2.1 apad	apad	Read Full Thread Reply
18/8/2018 15:38	It's comparing apples with elephants though APAD. Not meaningless but on its own just a pointer I suppose. Other metrics are useful.Really our own judgement of the quality of the business/leadership is probably the most critical thing.	hydrus	Read Full Thread Reply
18/8/2018 15:07	2.1 for ZOO if it grows at the same rate as its interims, H. apad	apad	Read Full Thread Reply
18/8/2018 14:55	If I assume BOO grows by the same rate as at the interims it will drop from 3.6 to 1.82. Looks like ZOO and BOO are not bad value, Hydrus? apad	apad	Read Full Thread Reply
18/8/2018 14:29	ZOO is 4.5 For this year, almost five months in then I expect revenues to double so ZOO would be 2.25.Just saying :)	hydrus	Read Full Thread Reply
18/8/2018 14:25	ps If I assume growth at the same rate as that of the interims, FEVR drops to 16.1 cf 15.4 at the last FY.	apad	Read Full Thread Reply
18/8/2018 14:10	Red, what's your opinion on Price/Revenue as a measure of a companies 'Value'. It suits me as it is a top down ratio - hence I'm not likely to be fooled! What I don't have is experience in using it. FEVR is 23.3 ABC is 13.81 FFX is 8.77 PTSG 3.97 Out of these, with a subjective view on revenue growth, I would say that FFX is the 'best' value. apad🤔	apad	Read Full Thread Reply
18/8/2018 09:46	Red, a very good "rumble" . I think Apad said it well the other day, roll-ups and roll-outs work until they don't. They can be very profitable investments if one can buy them at an early stage and exit at the right time. CAKE came to market late, quite mature and expensive, on the back of the ceo's previous success: was it pizza express?! still doing well, more than doubled in 4 years but if it came to market earlier and cheaper, investors would have done even better. JDG was a good roll-up story, surprised still doing well. edit: yes, the admission doc. from memory a few stake holders at the lower management level. been diluted since.	dacian	Read Full Thread Reply
18/8/2018 09:38	ps The accounts are difficult because of the recent flotation, but my inexpert eye blinked at the cash flows and there is the usual 'receivables' problems (I believe). pps CEO is an accountant means he will be good at hiding stuff!	apad	Read Full Thread Reply
18/8/2018 09:31	With those sort of issues in mind, red, I noted that the CEO is an accountant and that the next tier of management are specialists. I'd be interested in your quick view of the accounts, red. I'm intrigued as a logistics company is an unexpected leader of the Comparison. Normally I'd be prejudiced against the sector, but open to something special if I can understand it. I also note that the company is an owner of prime position real estate, such as the recently bought Southampton warehouses, rather than a lorry company. Where's the "70% of the company" come from, dacian. AIM document? apad	apad	Read Full Thread Reply

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