Venture Life Share Discussion Threads

[eeza] 26/5/2020 16:39

Mostly to do with the various incestuous (business) relationships by the family's businesses.
BOO, PLT, ISIF etc. Uncles & nephews.

[hydrus] 26/5/2020 16:28

Yep one to look at for sure - something about their FCF being overstated by 60% plus

[doc60] 26/5/2020 15:27

Hope this is not another NMC scenario.

[lomax99] 26/5/2020 14:40

Shadowfall taking aim at BOO:Https://mobile.twitter.com/ShadowFallCR/status/1265269700885467136

[qs99] 26/5/2020 10:42

Nice to be hitting new highs....DYOR

[adamb1978] 26/5/2020 09:29

I'm not sure its well known however IDP put out a decent trading statement this morning. Share price is up c.10%, and its now almost 2x the price which I bought it at in March but I still think it has a huge amount further to go. They're launching a range of new products and have started to move into the US. Increased revenues from those fall quickly through to the bottom line...and on a sub 10x PE too!!

Oh, and lots of director buying this year as well

[toptrump1] 26/5/2020 09:27

Apads thrown another tantrum and gone awol again, lol. You can discuss anything as long as its his shares. Even spending every hr of the day obsessing about his investments he manages to completely miss the opportunity this brought so he’s not so clever. Can’t imagine a more boring bloke at a dinner party. If this is what I become in my late seventies then shoot me now

[melton john] 26/5/2020 09:13

IMHO the market will buy 90000 Ygen but only sell 30000 at the bid/ask means a rise is on the cards but they need stock hence dropping the bid.
CCL cruising too following recent large buy.

[melton john] 26/5/2020 08:20

A little top-up of YGEN under my 20p limit. News of Covid testing won't do it any harm at all.

[redartbmud] 26/5/2020 08:11

XPD up on a 'nothing' statement:

Xpediator (AIM: XPD), a leading provider of freight management services across the UK and Central and Eastern Europe announces, ahead of its annual general meeting later today, an update on the Group's trading performance during 2020.

The Group has traded resiliently through this extraordinary period to date. Activity levels are understandably slightly lower with good demand from some sectors offset by sectors made weaker due to the Covid-19 pandemic. While Group operational performance has held up relatively well taking account of Covid-19, the impact on margins has been less affected as a result of significant cost reduction measures taken at the outset of the pandemic. It is currently too early to provide definitive guidance for the full year, but the Board believe the business is performing well in extraordinary circumstances and that this reflects the strength of the Group structure with its asset light base and spread of activity across multiple sectors and geographies.

Approximately 60% of activity takes place in mainland Europe and, in particular, the Group's focus on Central and Eastern European ("CEE") markets continues to be a key area of strength. These countries have not been affected by Covid-19 to the same extent as Western Europe. However management are mindful of the need for continued vigilance to react to changes in individual markets.

The Group continues to have a good pipeline of acquisition opportunities which meet the acquisition criteria of enhancing the Group's geographical capabilities, developing its existing operational locations and extending the Group's international presence in air and sea transportation. The current crisis is likely to slow current discussions but at the same is also likely to generate new opportunities arising from distress.

A further update on first half trading will be made in July 2020.

Stephen Blyth, Chief Executive of Xpediator, said "As a team we are pleased with the performance so far in 2020 given the current circumstances. The performance has shown the value of being diversified across multiple markets and not being tied to a high fixed cost base. There will no doubt be further challenges ahead arising from the pandemic but we believe Xpediator has proven capable of operating successfully in this environment and is well placed to continue to do so."

red

[lauders] 26/5/2020 08:08

HCM, one of my comparison selections, produced a nice RNSNON this morning:

Still think it is a long term hold. Years rather than months ;-)

[jaf111] 26/5/2020 08:01

Did you buy YGEN on Friday APAD????

[thelongandtheshortandthetall] 26/5/2020 07:56

Might have to agree. Just read through an RNS I missed from the 14th. Not the best reading... Better options available.
I thought we'd be heading back to normal by now.
No mention of pubs by the PM yesterday:(

[redartbmud] 26/5/2020 07:53

tlatsatt

Best thing could do with Brigton pier involves a match and an insurance claim, assuming that the insurance company has the money to pay out.

red

[thelongandtheshortandthetall] 26/5/2020 07:47

I really like SUS but the market doesn't seem to let them go.

[netcurtains] 26/5/2020 07:44

thelongandtheshortandthetall:
I could not find a stock ticker SOS in my list of oversold stocks but SUS is number 220 in my list:

# ticker, stock_name, over_sold_position, over_sold_date, market_capitalisation, yield, profit
'SUS', 'S&U', '220', '2020-05-25', '194', '6', '35'

Quite a nice yield (no idea what they do or if its a good investment etc etc)

[thelongandtheshortandthetall] 25/5/2020 22:08

meant to post this last night.

Bamboo2 thanks for your reply #837

APAD SOS advertising has appeared again. Maybe they sense a change.

[thelongandtheshortandthetall] 25/5/2020 22:04

I've got a few virus rebound (hopeful) stocks. Not sitting as pretty as you hydrus.

Pier - Brighton pier, leisure and pubs
Sabre Corp - Flight and hotel bookings
OTB - Beech holiday bookings

[hydrus] 25/5/2020 21:33

PS sorry APAD but I've said everything about my existing holdings so until there is news I've got nothing new to say really. Not looking to add anything new currently either so nothing share related. Dull but hey.

[redartbmud] 25/5/2020 21:06

The Who were one of the greatest bands in the world too.

red👍

[netcurtains] 25/5/2020 20:56

Forget Cummings! The leadership of the World Health Organisation should resign. They encouraged the entire Globe to allow people to fly in from Wuhan. Absolutely DIABOLICAL organisation. The worst piece of medical advice in the history of the human civilisation. All Cummings did was drive 200 miles. The WHO allowed the entire world to get infected.

[eeza] 25/5/2020 20:56

The stark choice looming then - the mixer OR the alcohol.

[redartbmud] 25/5/2020 20:46

We are getting to the tipping point for some businesses now.
I believe that Marstons has saved it's bacon with the Carlsberg tie-up, but that may only prove temporary. If the engineering works, it is possible that they could let the pubs go to the wall, with the brewing side remaining intact.
There are many other businesses in a similar precariuos position.
weeding them out, and possibly taking losses now, may prove to be the smart thing to do.
Propcos are another. They can't pay the bills, if the tennants can't pay the rent. Even when some reopen, they will still be unable to pay rent on very subdued revenue and the extra cost of regulation as a fresult of social distancing.
There are going to be a very large number of people on the dole soon, with little prospect of jobs on the horizon.
That is what concentrates my mind at present, and I am not sure we are being helped along the way.

red