Venture Life Share Discussion Threads

[effortless cool] 10/3/2023 16:34

You're correct, they are on the right side of the credit risk but they are on the wrong side of the liquidity risk.

Potential consequences are lack of further access to lending facility; worst case the facility is withdrawn entirely and any drawn debt needs to be immediately repaid/refinanced (although I've no insight into whether this is possible under the terms of the facility).

[mjneish] 10/3/2023 16:17

Better than lending to someone who then defaults.

So what are the consequences?

[effortless cool] 10/3/2023 15:57

Borrowing from Silicon Valley Bank.

[qs99] 10/3/2023 15:16

Sold off much more than the market, any views?

[celeritas] 07/3/2023 13:47

Bayer launched Canesflor and Canesbalance in Brazil mid 22 which is really Balance Activ, I expect Balance Activ to follow once Bayer have led the way like they have in many other countries.

Here the sun is pushing Bayers product.

[celeritas] 07/3/2023 13:41

I wonder when those new products from their own stable will make news, shouldn't really be that far away plus we have plenty of scope with 43% extra capacity still available in Italy..

[qs99] 01/3/2023 10:12

Slowly and surely this is heading back to North of 50p IMO...DYOR, great to see rather than a massive spike, then fall, consolidating it seems all the time....Cheers

[celeritas] 28/2/2023 13:31

The market is taking it's time revaluing vlg but my thinking is confidence will be built this year especially more so if Earol beds in nice and quick.. A fair valuation right now would be closer to 70p then lets see what the next lot of updates bring..

[celeritas] 23/2/2023 14:10

Averaging in is the best way as I've found in the past also we do have a buyer who pushed then stepped off the pedal, I'm sure he/she will be back..

[brucie5] 23/2/2023 14:05

Chart got a bit too excited; 50 ma sits at about 39, so 40 could be support for this retrace.

[celeritas] 23/2/2023 13:49

Got a few today, those reported trades aren't accurate..
Mr market hasn't noticed this yet as the scope for growth on this is huge, especially coming from such a low base.

[celeritas] 20/2/2023 14:58

I don't know if everyone is aware but VLG have an agreement with Bayer who sell Balance Activ via their own Canesten brand into 51 markets around the world, up from 13.. The deal has also been extended to 2030 from 2024.. I expect this market to grow and grow as Bayer roll into more areas..
Balance Activ launched on Amazon Germany in April 22 with Bayer launching into Brazil July 22, two very large markets that will grow substantially over time...

[hastings] 20/2/2023 07:09

Indeed, Samarkand sounding somewhat more positive and upbeat on prospects in China, which should prove to be beneficial for VLG moving forwards.

[rimau1] 20/2/2023 07:07

Interesting comments from SMK, our distribution partner in China this morning on e-commerce : “During the pandemic Chinese households accumulated savings which had resulted in a 42% increase in family bank balances since the start of 2020. This increase amounts to USUSD 4.8 trillion, a sum which is larger than the Gross Domestic Product of the United Kingdom.eCommerce Acceleration

This area of the business, where we operate as the China market development partner for prestigious international brands, has been the most impacted by the disruption in China. With COVID restrictions being removed, the mid-term outlook has strongly improved for this part of the business. Most of our existing partner brands are planning for strong China growth in the coming year and we have added several new premium beauty brands to our platform”.

[celeritas] 17/2/2023 15:41

Own brands are currently as of Jan are circa 57% which is up from 53% already from last year, Earol (ENT) will increase this further.. You have to bear in mind own brands were 28% in 2017 vs customer brands of 72%.. They have come a long way.. There's still plenty of movement before any capex for further expansion.. That's currently sitting at 54% capacity, I'd expect they'll add to capacity as we approach 80% which will cost circa £4m for another 26m units of production..

[1jat] 17/2/2023 13:58

I doubt we will see a dividend for some time…..priorities are to grow the revenues profitably by investing in the current brands and buying value adding brands while keeping debt under control.

Repeat until you have a business large enough for a much bigger fish to buy you out……(a

[celeritas] 15/2/2023 16:04

This is a great interview, straight to the point with no hesitation..

[brucie5] 15/2/2023 14:33

Thanks Celeritas. Most reassuring.

[celeritas] 15/2/2023 10:18

No bother, it's a great watch/listen...
I've watched vlg for a while and like the fact the company is easily scalable at no cost for another 30m units and only £4m capex for an extra 56m units... Utilisation is currently only 54%.. One for a long term hold I believe..

[rivaldo] 15/2/2023 09:57

Cheers Celeritas, will watch later.

More new recent highs - hopefully now a push up to the late '21 chart point of 60p+.

[brucie5] 09/2/2023 12:27

Hope so. I've just doubled up this morning. It certainly seems to have the wind in its sails and I imagine it will attract a few chartists.

[pedigree_scum] 09/2/2023 12:21

Can see this heading back up steadily towards £1 if they continue to deliver and confidence is restored. Was in Specsavers who offer Earol as their ear spray product so looks like they are adding quality products.