Venture Life Share Discussion Threads

[redartbmud] 13/5/2020 08:05

Yesss, Sorry, I thought I had put in the .
Didn't hit the key hard enough!!!


red

[apad] 13/5/2020 08:04

Ah! Is that what it means.
Thanks for the translation, red.
Bit better than RSW. 😊
apad

[pireric] 13/5/2020 08:00

More like Revenues down £10m, then profits would be down £4.5m, no?

[redartbmud] 13/5/2020 07:56

Not impressed by the wording, but I read it that :

£ for £ the decline in revenue will only equate to 45p in the £ loss of profits.

Revenue - down £10m
Profits - down £4.5m as a worst case scenario.

As the revenur decline is modest, profits will be relatively unscathed.

red

[apad] 13/5/2020 07:23

SPX rns.
Lots of nice words followed by:
"As a result of cost containment and efficiency improvement initiatives that have been put in place, we currently anticipate that the full year drop through of total revenue decline to operating profit in 2020 will be contained to around 45%."
apad

[apad] 12/5/2020 16:37

Sold some more RSW at 3870p 16:24pm

apad

[apad] 12/5/2020 15:51

Even by RSW standards the market's response to its rns is pure rose tinted spectacles.
My Net Cost is -£2 a share and I'm still looking to sell more around about 16:00 today.

Today's puppy is putting on weight already! Total roulette wheel play based on deep ignorance.

apad

[thelongandtheshortandthetall] 12/5/2020 12:33

Putting the band back together :)

Buying shares in my 5 comparison picks and couple extras.
80% invested so far.

Trying to trade is too hard.
Made a little bit and enjoyed the challenge recently but now I've got things to do outside of the the house I can't manage both properly.

[apad] 12/5/2020 12:08

Bought a puppy's worth of RRE 😊

apad

[redartbmud] 12/5/2020 11:56

Well done.
Sad to see them go, but I do think that the share is overvalued on optimstic hope, and is decoupled from the fundamentals.

red

[apad] 12/5/2020 11:46

Sold some RSW at 3850
apad

[adamb1978] 12/5/2020 11:37

Semiconductor inventories were low at the start of the year, so it'll be re-stocking from them ahead of weakness later in the year

[cockerhoop] 12/5/2020 11:17

'recovery in the semiconductor market' read across to XPP?

[redartbmud] 12/5/2020 10:43

Broker Forecast - Peel Hunt issues a broker note on Renishaw PLC
Peel Hunt today reaffirms its hold investment rating on Renishaw PLC (LON:RSW) and raised its price target to 3450p (from 2600p).

red

[apad] 12/5/2020 10:35

Styleover substance.
"Renishaw ticks up as it sounds confident note despite pandemic decline
The upbeat outlook accompanied a sharp decline in the none months to 31 March, which saw profits slump just over 60%"

apad

[redartbmud] 12/5/2020 09:04

APAD

But they can read the numberplate on the car!!

red

[apad] 12/5/2020 09:01

Put the last of the RSW proceeds into TSTL.

If RSW carries on defying gravity I might repeat the process.

This is a fundamental rebalancing of Stairway.

Pity I can't think of any new puppies to play with.

apad

[apad] 12/5/2020 08:43

ZYT not pulling any punches.

"We shall keep shareholders informed of any material developments, but in common with all businesses we are facing difficult and unprecedented circumstances with anything except very short term forecasts challenging, and as each month progresses without a real change of circumstances, the opportunity to benefit from what was an improving and promising situation to produce a positive return during this financial year is remote."

Wear yer hoody, red.

apad

[redartbmud] 12/5/2020 08:35

It's a crazy world.

King Boris the Great says that I can go to the beach to exercise, no matter how far away it is.
So I drive past fawlty Towers, 1 minute ti tge beach, park and walk. I turn round and if I enter Fawlty Towers, I will be fined £100. I have to drive all the way back to the West Midlands.

Hey ho..🙃

red

[apad] 12/5/2020 08:33

Cars? Big item consumer spending will be down for a while.
Lorries pretty poor as well.

RSW algos leaping about. No particular place to go.

apad

[redartbmud] 12/5/2020 08:18

Goodwin has been settling further in the water for a few days now.

red

[redartbmud] 12/5/2020 08:14

Rsw

January guidance Revenue £530 - 560
Revised £490 - 505

Jan profits £50 - 70
Revised £31 - 41


2019 and 2018 Revenue £574 £611
2019 and 2018 profit £109 £155

Bit messy, but these are the comparisons.

red

[apad] 12/5/2020 08:13

Bought a sizeable chunk of TSTL at 510p. Seem to be plenty available.

apad