Venture Life Share Discussion Threads

[apad] 22/5/2020 17:10

"UK faces puppy shortage as demand for lockdown companions soars"
Me too. Sob. 😊

apad

[eeza] 22/5/2020 17:08

MARS now worth double what it was this morning on news of a JV with Carlsberg.

Lol.

[redartbmud] 22/5/2020 15:49

MJ

Buy at 401 then, ahead of the herd and the algos.

Dabbled in a few Gsk today at £16.445. Jumped prematurely AGAIN shuduv waited until £16.40
Having something to play with helps me while away the hours.

Marstons has picked up a bit of light relief. Drowning in debt, it has bailed out some of the water with a Carlsberg JV. In the nick of time, I believe. Unless the CMA says no.

red

[melton john] 22/5/2020 14:35

I'm a buyer at 400, me and everybody else lol.

[apad] 22/5/2020 14:23

Yup, if I was sitting on cash I would just watch the chart.
I believe I am benefitting from the irrationality in the RSW price.
Probably wrong about that too.
Anyroadup, good to share notions.
apad

[melton john] 22/5/2020 14:21

As you were saying, that's what I'd do. Everyone's a trader these days so you have to figure what others will do and I think profit taking short term is the game. Good luck.

[apad] 22/5/2020 14:20

No doubt the TSTL graph is negative, MJ.
With the smaller companies I rely on where in the bid/ask range the price changes for different amounts.
With TSTL, I am buying whenever RSW looks toppy. So, pleased at the drop in price. Just too early to the party.
apad

[melton john] 22/5/2020 14:15

free stock charts from uk.advfn.com

[melton john] 22/5/2020 14:14

hi apad, all I'm looking at price wise is the market depth. If there is a big difference then it will help to guess short term direction of price movement so you have to compare buy depth with sell depth. If they will sell you zillions but only buy either a small amount or market size then wait a while, they'll probably be dropping the price. I've. just checked the chart and the price has just dropped below the 50 day average which isn't a great sign, that usually is a support level. The macd is also looking as if there is further to fall.

[apad] 22/5/2020 12:49

MJ I could buy 5000 TSTL at 462p (inside the spread and the last buy trade) and 10000 at 470 (Ask).

Not sure this is so negative. Tends to be the way I judge it - how does that fit in with your way?

apad

[apad] 22/5/2020 12:42

Indeed, MJ. I discovered this a little late - as usual.

Mind you, £4/£4.5 seemed to be a decent range when I wasn't worried about RSW.

apad

[melton john] 22/5/2020 12:31

Just checked TSTL quote and Mr Market will sell you 5000 at the ask but only take 2500 at the bid. Keep your hands in your pockets until the seller/s is done.

[apad] 22/5/2020 11:59

Series of chunky sells - TSTL.

apad

[apad] 22/5/2020 11:10

Income next week. Intend to buy YGEN.
apad

[thelongandtheshortandthetall] 22/5/2020 08:45

Just bought a couple of OTB - on the beech.
only enough to focus more research.
Just got a placing underway.

I really like these 'toll bridge businesses' (I'm going to call them)
Autotrader, rightmove types etc.

No physical assets to speak of.
:)

[redartbmud] 22/5/2020 08:39

APAD

Timing is a big play.
Imagine setting up that portfolio 6 months before the sub-prime issue in 2008/09 or the current Covid crisis.
Share prices slashed and dividend income decimated.

red

[apad] 22/5/2020 08:03

I think you're correct, red.

I put my Mam's house sale proceeds into conventional income stocks to pay care home fees. Fixed interest wouldn't have covered the fees.
When I came to sell them, 5 years ago, there was a decent capital appreciation (of course).
If I had done that in January I would have been in trouble.

QED.

apad

[apad] 22/5/2020 07:58

BOO too, tlst.

techcrunch.com/2015/10/28/klarna-a-unicorn-is-coming-to-the-u-s-and-going-after-u-s-credit-card-companies/

Interesting company. Another example of banks being under pressure.

I guess it doesn't matter to SOS whether they are paying a credit card company or klarna.

apad

[thelongandtheshortandthetall] 22/5/2020 07:46

APAD



Haven't seen this before- SOS offering credit to customers by the looks of things.
I guess they have to offer this or those sales will simply go else where.

Also, I'm hoping they expand the home and gifts section. Possibly go into make up and cosmetics too.
They have a good customer base. Might as well keep mailing them new products.

[redartbmud] 22/5/2020 07:31

Boo

Mahmud Kamani holding reduced 20.May Was 13.07% now 12.45%

red

[thelongandtheshortandthetall] 21/5/2020 21:40

Just borrowed this post from henryatkin.

henryatkin21 May '20 - 08:46 - 115454 of 115533
0 5 0
If lockdown has taught me one thing its that I need a car far less than I thought I did. My online spending has gone through the roof to a degree where I can't see myself returning to my town center or retail parks. I don't need either. Even my gardening supplies I'm buying online rather than recently opened garden centers. Instead of planning to go & buy something somewhere tomorrow I now get it delivered today or tomorrow for less than the cost of fuel in the car. Lower mileage on cars means lower trade-in churn
----

me:
Think lockdown is going to have some long lasting effects after all. In the beginning I was sure everyone would bounce back to old habits in a flash now I'm not so sure. Got to admit a few days back at work after such a long break really makes one realise there are aspects that you really don't enjoy :)
I can see a lot of people will want to get out of the traffic.

Another covid effect. local pet shop has closed down. 7 staff lost jobs. I wonder if the owners have worked out they can make the same living on a tenth of the turnover with a different business model.
Lots of changes coming up - or just sped up a bit.

[thelongandtheshortandthetall] 21/5/2020 20:27

APAD. Good way to go about it.
If I had to give suggestions to friend or family I'd say buy Smithson Trust regularly.

Red. I cant really complain about Lloyds - free money for a year then 2.5% interest if I want to keep it.

[redartbmud] 21/5/2020 20:14

Absolutely right APAD.
Advisor mode is the kiss of death, when discussing investments. You are brainwashed from years of being told what is an "ideal portfolio". So you regurgitate it parrot fashion.

Brainwashed from Brum.

Hey ho...

red

[apad] 21/5/2020 20:07

It was a serious question. What I said to my pal was "I won't tell you what to do, I'll tell you what I do and why." "What you do is up to you."

I suspect that if I was giving advice I might have gone into advisor mode and parroted about safety and dividends. As a result he might have ended up with well known Banks/Supermarkets/Insurance companies/BigPharma/oilers/etc.

apad