Venture Life Share Discussion Threads

[qs99] 16/7/2020 13:25

new broker not getting stuck in yet are they!?!

[shanklin] 16/7/2020 09:04

I seem to have bought at a high. Should I be adding on the retrace?

[techtrader5] 15/7/2020 22:57

Big7/redmun I see IKA gaining traction, chart analysis here short term 125p tgt next mth


Zak Mir highlights

tp558815

[toptrump1] 13/7/2020 22:51

Rubber johnies

[apad] 13/7/2020 19:27

Deflatable BooHoos.

apad

[rivaldo] 13/7/2020 13:50

N+1 Singer will hopefully initiate coverage soon with a hefty research note.

Meanwhile a few nervous nelly traders around methinks :o))

VLG have net cash (after the Pharmasource acquisition in January and before lease obligations), and are very cash-generative.

The only reason they would need more cash would be to part-fund another acquisition imo - and that would likely be extremely earnings-enhancing anyway.

[zapa] 13/7/2020 09:40

More than likely

[melody9999] 13/7/2020 09:38

N+1 Singer appointed. Anyone have any view on a possible fund raise here?

[farnesbarnes] 13/7/2020 07:20

New broker: ambitious company.

[apad] 11/7/2020 15:34

Inflatable dinghies.
apad

[bamboo2] 11/7/2020 15:21

Is it the same Avon that used to sell make-up?

[homebrewruss] 11/7/2020 13:42

Adam, agree. I've taken a loss of about 10% and will probably get back in with a similar timeframe to yours. I feel the price could drift down from here especially when the market realises that the profit this year will be around your estimates.

[adamb1978] 11/7/2020 13:29

Hi Homebrew

re IDP: your reaction is somewhat similar to my initial reaction to their results, however reflecting on them later in the day I think their EPS this year will come in around 3p-4p. Obviously this year is somewhat anomalous (from memory last year EPS was around 7p-8p) and I'd expect them to be back in excess of 2019 earnings in 2021 however I took the view that for the share price to stay where it is requires the market to look through 2020 earnings.

I fear that, despite their balance and the decent slug of director buying in the last 6-9 months, Mr Market might not be prepared to do that and the share price is more likely to hear into the 40s say rather than the 80s. As a result, I took my money off the table and will look for a lower re-entry point. I still thikn they are a good bet given operating leverage to the new products which are coming down the pipe, but that there will be the chance to get back in lower. I had bought in the high 30s in March so have made a decent return, and expect to be back in in the next 6-12 months

Adam

[redartbmud] 11/7/2020 11:30

The PR machine looks like it is out to shaft Boohoo and it's owners.
Didn't get Cummings, amybe they could employ him, on secondment, as a special advisor.

red

[eeza] 11/7/2020 10:25

Boohoo profile

[apad] 10/7/2020 18:47

This is a very worthwhile interview - food for discussion about the US and stock valuation. I shall be listening to it again.

thereformedbroker.com/2020/07/08/just-because-youre-buying-stock-doesnt-mean-youre-an-investor/

Traded some more RSW for TSTL.
Market trend still telling me I am sooo wrong. Gulp.

I'm not at all sure that the likes of MSFT are that overvalued - trouble is the word trillion makes it easy to believe that it is overvalued and ignore the rapidly increasing revenue of 126 billion.

apad

[apad] 10/7/2020 09:32

Bouncy Boo.
apad

[ih_116147] 09/7/2020 09:22

DNL =BIG Drug with potential FDA approval in 2 months /another 2 drug approvals expected this quarter = 500%++ Upside Potential

Diurnal Group (DNL) = MCap £38 M / Cash £15 M or enough untill early 2022 / LOTS of BIG milestones on the way = Still the MOST attractive and CHEAPEST pharma stock in UK has potential to run toward 200p very fast especially on approval of Alkindi in USA (expected in September) and Chronocort in Europe (expected in Q1 ) =STRONG BUY AGGRESSIVE a sleeping iant here .GL

Market Cap £38 million
Cash £15 million
Price 30p


Alkindi approval in Australia expected this Quarter
Alkindi approval in Israel expected this Quarter
FDA decision for Alkindi on September 29
EMA Decision for Chronocort expected in early Q1 2021

[zapa] 08/7/2020 16:12

Thanks, looking again after your explanation, it does say 'total external revenue'.

[rivaldo] 08/7/2020 11:01

Presumably what it says on the tin, i.e the Customer Brands division is producing products for other companies within VLG's own Brands division, so this adjusts out those sales, such that the only sales shown in the accounts are external sales.

[zapa] 07/7/2020 12:43

What is ' intercompany elimination (deduction) 2001m ' for?

[rp19] 06/7/2020 20:29

No position but will be interesting to see how the BOO story plays out from here. Faced bad press in the past and has bounced back. Will it be the same this time?

[hydrus] 06/7/2020 19:28

Isn't that all they do? ;)Sold their milk business last week