Venture Life Share Discussion Threads

[redartbmud] 15/5/2020 10:09

CPC

Better bet that the bloated big pub chains, but they still have the major structural problems of the broken market.

red

tlatsatt is still in shock from my Lloyds trade. where are the smelling salts?

red

[thelongandtheshortandthetall] 15/5/2020 10:09

I think the CCP are on the losing side. They need the populous to be controlled and that can only last so long. Their general public would rather live under a UK/US type system so the CCP are rowing against the tide.
Hong kong democracy movement and Taiwan separatism is just the beginning of the push back IMO.

Great comments re Teams Hydrus. The hoover etc..

That's why I like ADVFN. They own the UK share chat community. Surprised they can't monetise it better. If they said they were shutting down the free option I'd sign up to the basic package immediately.

[hydrus] 15/5/2020 09:57

APAD what I mean is that the world is now working from home and businesses are increasingly looking to hold virtual meetings etc. The demand for Teams is increasing. MSFT will get some of the pot from reduced commercial rents as companies downsize physical offices.I know Directors at some large companies who were previously sceptical about virtual meetings sing the praises of Teams.In my circle people are now using the term 'Teams call' instead 'virtual' or 'video' call. It's the new hoover.

[apad] 15/5/2020 09:42

No Hydrus, it was heralding a new world when Office went subscription. TEAMS is simply consolidation. It ain't a 'new world' it's 'this world'.

I bought BOO in Sept. 2015 at 30p. Triggered by Paul Scott the advantages of 'test and sell' became clear and were then compounded by 'brand immersion'. None of that was in the general press back then - it's all over it now, as if it is the future and not the present.

Which leads me to wonder what the next big change will be. Unfortunately they are not that common.

There will be major changes brought about by the 3rd generation of 5G. I've been trying to understand what the impact on production and distribution will be, but making no headway at all.

In the meantime the general press blithers on about AI and self-driving cars, ad nauseam.

apad

[redartbmud] 15/5/2020 09:36

tlatsatt

Kept my hand in with a trade in Lloyds. - profit £30.34
Celebration underway. A cherry liqueur chocolate🤣

red🤑

red's the man.

[redartbmud] 15/5/2020 09:33

APAD

The big game is top of the tree.
USA will give up that position to China, possibly very soon.
The US Administrations have allowed China to infiltrate the infreastructure of other countries, and to bell $ billions of cheap goods to the US, and at the same time 'develop' US technology to the benefit of Chinses companies.

Trump has recognised the threat, and is using muscle, in his own way, to redress the situation. He can mitigate but not change the game.
China will own vast tracts of Africa soon.

red

[apad] 15/5/2020 09:13

Just so, red, significant development I reckon. US also playing with regulations to ensure critical drugs are made in US.

If one ignore what Trump says (good for the Karma), the direction he is moving the US seems sensible to me. Obama was the complete opposite 😊

apad

[redartbmud] 15/5/2020 09:12

tlatsatt

Too dangerous. BT in big difficulty.

red

[thelongandtheshortandthetall] 15/5/2020 09:10

Red you like s dabble now and again.

Couple of percent to be made on BT rumours. 🤔🤔

[thelongandtheshortandthetall] 15/5/2020 09:08

Red

Dont blame him. I want to down grade them too.

Our Anglo centric world under threat.
Time to assert ourselves before it's too late.

Each time global rivals have raised their heads previously - for centuries. We've seen em off or brought them in under our umbrella.
CCP won't yield easily mind.
Should have started 20 years ago.

[hydrus] 15/5/2020 09:06

New world though APAD - Microsoft Teams is THE tool of choice for home working. Cloud computing underpinning it all.

[redartbmud] 15/5/2020 08:47

Taiwan and China ain't friends.

China - USA relatations strained even more?
Trump wants to downgrade China.

red

[apad] 15/5/2020 08:44

"Taiwan Semiconductor Manufacturing Co (TMSC) said on Friday it will build a semiconductor facility in Arizona.
Total spending on the project will be $12 billion with TSMC claiming it will directly create 1,600 jobs.
TSMC’s decision to build a new U.S. chip plant comes as President Donald Trump’s administration continues to scrutinize the global technology supply chain upon which American firms rely on."

[apad] 15/5/2020 08:43

"In filing for bankruptcy, J.C. Penney will join fellow department stores Neiman Marcus and Stage Stores as victims of the pandemic, which has forced their doors shut but whose ailments far predated the virus. Department stores have struggled to maintain a foothold in U.S. retail, as brands sidestepped them by selling to shoppers directly, and shoppers have abandoned the mall in which many are based.

Sales at J.C. Penney have fallen annually since 2016. Its roughly 846 store footprint is less than a quarter of its store base in 2001, and its nearly $11 billion in sales the last fiscal year are almost a third of its sales that year."

[apad] 15/5/2020 08:29

Lauders, I think MSFT is overvalued because every ETF in the US has to be holding.

The way the new CEO navigated the Cloud phenomenon was masterly (still is).
My view is that this phase is now complete and because MSFT navigated it so well it has achieved saintly status and a stellar valuation. I now think the company's products are more pedestrianly linked to the market as a whole.

The time for me to get in was when I saw the subscription model and didn't buy because I wasn't set up for buying foreign shares.

If I was in I would probably watch and wonder.

As it is the big US techs remind me (a bit) of the Japanese boom. The market couldn't see an end to it but when it ended it could never get back - it's Like Mt. Fuji, always in the background and impossibly high.

FWIW
apad

[thelongandtheshortandthetall] 15/5/2020 08:25

Incredible. Who'd of thought BOO raising 200m at 340 6weeks ago.

[apad] 15/5/2020 08:15

BOO

315p to 297p on news of major placing 4 Dec 2019
285p 50million placing 5 Dec. 2019

May 2020 £197.7m million placing at 340p per share price up to 365p

Different animal now.

apad

[qs99] 15/5/2020 08:07

10% opening will do for starters....v. low IMO given some of the valuations given elsewhere! Off to do something else....DYOR

[qs99] 15/5/2020 08:05

As this thread is entitled VLG, check out VLG! ANyone in? DYOR

[redartbmud] 15/5/2020 07:47

boohoo (AIM: BOO), a leading online fashion group, is pleased to announce that, further to the announcement made on 14 May 2020 entitled "Proposed Accelerated Bookbuild to raise gross proceeds of up to approximately £200 million", the Bookbuild has closed and the Group has raised gross proceeds of £197.7 million through the successful private placing of 58,140,591 Placing Shares, representing 5.0% of the company's issued share capital, at a price of 340 pence per Placing Share.

red

[farnesbarnes] 15/5/2020 07:30

RNS Number : 9853M
Venture Life Group PLC
15 May 2020



15 May 2020

VENTURE LIFE GROUP PLC

("Venture Life" "VLG" or the "Group")

Comment re mouthwash study into potential reduction of COVID-19 transmission

Venture Life (AIM: VLG), a leader in developing, manufacturing and commercialising products for the international self-care market, notes the research published yesterday in the journal Function, which supports the idea that using mouthwash should be considered as a way to reduce transmission of enveloped viruses such as COVID-19. A link to the research can be found at the bottom of this announcement.



The study, which was led by Cardiff University's Systems Immunity Research Institute and was covered widely by media outlets, is backed by virologists, lipid specialists and healthcare experts from the universities of Nottingham, Barcelona and Cambridge's Babraham Institute. The findings made reference to mouthwashes containing, among other things, cetylpyridinium chloride (CPC), which is the main ingredient in Venture Life's key mouthwash brand - Dentyl Dual Action. Dentyl has been in the UK market for more than 25 years and is widely available, including both the UK and China. At this stage, there can be no certainty that mouthwashes containing CPC will be effective in combatting COVID-19 or indeed that there will be any impact on trading for the Company. However, the study recommended further research in this area and this is fully supported by Venture Life and others. Further detail on Dentyl can be found in the Company's annual results, which were announced on 9 April 2020.



Lead author of the study, Professor Valerie O'Donnell, co-director of Cardiff University's Systems Immunity Research Institute, said "Our review of the literature suggests that research is needed as a matter or urgency to determine its potential for use against this new virus".



Jerry Randall, CEO of Venture Life, commented: "The research findings published yesterday were very interesting and we fully support the need for more research into whether existing mouthwashes on the market, such as those containing CPC, as Dentyl does, could help to slow the transmission of COVID-19. Venture Life will make every effort to assist in this research."



Link to research paper:

www.academic.oup.com/function/advance-article/doi/10.1093/function/zqaa002/5836301

For further information, please contact:



Venture Life Group PLC

[phone]

Jerry Randall, Chief Executive Officer




Cenkos Securities plc (Nomad and Broker)



[phone]

Stephen Keys / Mark Connelly / Cameron MacRitchie (Corporate Finance)


Russell Kerr / Michael Johnson (Sales)




About Venture Life (www.venture-life.com)

Venture Life is an international consumer self-care company focused on developing, manufacturing and commercialising products for the global self-care market. With operations in the UK, The Netherlands and Italy, the Group's product portfolio includes some key products such as the UltraDEX and Dentyl oral care product ranges, food supplements for maintaining brain function, medical devices for women's intimate healthcare, fungal infections and proctology, and dermo-cosmetics for addressing the signs of ageing.



The products, which are typically recommended by pharmacists or healthcare practitioners, are available primarily through pharmacies and grocery multiples. In the UK and The Netherlands these are supplied direct by the company to retailers, elsewhere they are supplied by the Group's international distribution partners.



Through its Development & Manufacturing business in Italy, Biokosmes, the Group also provides development and manufacturing services to companies in the medical devices and cosmetic sectors.

[qs99] 15/5/2020 07:19

Agreed Riv. Wonder how far below the radar it is?!

Cheers
QS

[rivaldo] 15/5/2020 07:17

This should at the least get the market's attention, and draw their gaze to VLG as a company which is thriving in the current market anyway.

The opportunity if this is really a way "to reduce transmission of enveloped viruses such as COVID-19" would be a massive bonus.....

"The findings made reference to mouthwashes containing, among other things, cetylpyridinium chloride (CPC), which is the main ingredient in Venture Life's key mouthwash brand - Dentyl Dual Action. Dentyl has been in the UK market for more than 25 years and is widely available, including both the UK and China."

[qs99] 15/5/2020 07:06

Nice RNS this morning and someuwin you are a legend for spotting this, thank YOU!

Given the rocket fuel given to companies with no revenue/EBITDA, you would like to think this sort of thing would see VLG through a quid at least, but let's see how far this excitement can push it.

As we have said above, the main thing is that the underlying business is motoring.

DYOR and good weekends all enjoy the sunshine!
QS99