Venture Life Share Discussion Threads

[someuwin] 14/5/2020 15:06

Sales of Dentyl mouthwash unexpectedly rocketed in China in the last 6 months. And then on 27th April #VLG's Chinese distributor signs a masive new EUR168m agreement for Dentyl.

Now we find out that mouthwash might reduce the spread of Coronavirus.

Coincidence? or are the Chinese ahead of the game here?

[farnesbarnes] 14/5/2020 15:00

JIC bought in today

[someuwin] 14/5/2020 14:48

Could be a massive boost for VLG's Dentyl Mouthwash if true...

Coronavirus: Calls for urgent research into whether mouthwash can reduce transmission

Scientists have been examining whether readily-available mouthwash can disrupt the make-up of the coronavirus.

Thursday 14 May 2020 12:01, UK

[apad] 14/5/2020 12:14

Lauders article on TXP

www.valuethemarkets.com/2020/05/14/touchstone-exploration-ceo-paul-baay-on-firms-recent-progress-and-huge-plans-for-trinidads-energy-market-txp/

apad

[apad] 14/5/2020 11:54

"Stock futures stall in volatile session as Wall Street tries to stem the latest wave of selling"

RDSB chart looks intimidating.

apad

[apad] 14/5/2020 11:00

Bought a few more SDX at 17.7p
apad

[adamb1978] 14/5/2020 10:50

UKX weak today, after the US has looked a little wobbly in the last few days.

That said, I think we're past the point of 'known but weak' data - mainly being Q1 earnings and awful April jobs data.

We're now moving into the point where weak data might disprove the bull case, on which (I believe) current market levels are predicated. Will be interesting to see how US markets react to the jobs data in the US in a couple hours

[hazl] 14/5/2020 10:42

I would agree with that a more measured post and less personal. 34558

[hydrus] 14/5/2020 10:41

Yes Red for sure and I understand you like to trade a little. I was commenting on the quality of a company specific thread and seem to have upset someone. Anyway I won't mention it again to avoid clogging the thread.

[hydrus] 14/5/2020 10:39

It's important we know our own limitations as retail investors. In the absence of an intimate knowledge of a business through working there or being say a long term key supplier etc, as an outsider it is v unlikely that we can fully understand the business and the risks/advantages. Best we can hope for is a good sense of this. I think I understand TM17 and it's model well enough to invest but my confidence level is certainly not 100%.Overconfidence is a killer when it comes to investing.

[redartbmud] 14/5/2020 10:39

H

You can have the best of both worlds.

A mix of boring stable companies, that generate good regular dividend growth, and modest share price growth, coupled with some growth businesses that return above average capital gains.
Using the income from the Gsk, Rdsb(pre-covid global meltdown) to invest in the then tiddlers, like Spx and Rsw has proved to be a good balance, over the years.

BTFD on mispricing of shares is a fun element.

Each to his own.

red

[thelongandtheshortandthetall] 14/5/2020 10:34

Lol love it. 👍👍👍

You're right. An average earnings of £433 a month over the last 3 years is very reasonable.

Appreciate the heads up

[hazl] 14/5/2020 10:32

You were the one with sour grapes hydrus I could pull up my returns but I'm not into point scoring.

[hydrus] 14/5/2020 10:25

Hi Hazl Each to their own. My approach works for me. My growth portfolio is up 20% YTD and my average return over the last seven years has been 35% per annum. If you find watching and talking about daily share price movements beneficial for your returns then crack on ;)

[apad] 14/5/2020 10:18

"Oil price

Mixed market views yesterday but overall the outlook looks reasonably good. The Opec report shows that after the 1Q and 2Q nightmare a more positive view of the second half. They see significant growth in 2H with increases in demand of around 13m b/d and set against very low Opec+ production a market improving.

An EIA draw surprised most and at Cushing as well, indeed the gasoline draw showed demand is really starting to pick up. With WTI outperforming Brent in recent days the market is clearly and correctly working out that the June contract expiry won’t mirror that of May especially as the ETF’s cloud no longer substantially overhangs the market."

[apad] 14/5/2020 10:13

RDSB down ex div. Market down and oil price up a bit.

Time to increase, I wonder?

apad

[apad] 14/5/2020 08:58

Thanks Lauders,
Touchstone did register and I decided the wheel had stopped 😊
I have SDX and RRE, both in profit - probably too much tuxedo wearing to increase.
Both of these won't need any more funding for a while.
TXP is interesting, though, and oilers are not flavour of the month.....

apad

[hazl] 14/5/2020 08:44

What a pity then hydrus,you don't contribute your gems on the TM17 BB!
Oh I forgot...you say you are not understanding your own investment.

Again discussing trades can sometimes be useful ....they can tell their own story.

IMO

[redartbmud] 14/5/2020 07:42

Risks outweigh rewards at Spirax, says Shore Capital

The risks for engineering group Spirax-Sarco (SPX) are greater than the market perceives, according to Shore Capital.

Analyst Tom Fraine retained his ‘sell’ recommendation on the shares, which rose 4.5% to £96.74 yesterday.

He said the group’s main problem was its inability to visit customers’ sites but it has also suffered from disappointing trading updates from its industrial peers.

‘We think the risks the company faces may be greater than the market perceives as only around half of its revenue is driven by defensive markets and although 50% of Spirax’s revenue is driven by small £1,000-£2,000 tasks, its growth is still dependent on increased industrial production,’ he said.

‘We believe the risks associated with Spirax materially outweigh the potential rewards.’

red

[lauders] 14/5/2020 06:19

TXP would be a good buy and forget (tends to be your method APAD) puppy IMHO. News flow will hopefully continue and you have dabbled in oil/gas before (still do I think with SDX?).

[thelongandtheshortandthetall] 13/5/2020 22:00

Vit D and the virus.



I see a surge in Vitamin D deficiency tests soon helpful to BVXP.

[thelongandtheshortandthetall] 13/5/2020 20:43

Trump n crew will be along soon to boost things along.

fat fingers.. I once paid £2400 to hire a skip. doh!