Venture Life Share Discussion Threads

[apad] 14/10/2016 16:46

BVXP is 3.5% of portfolio now. 39% nominal gain.

Nothing else on the horizon.

apad

[lauders] 14/10/2016 11:50

Thank you APAD. I took a small number of BVXP today after too long thinking about it! Should have been last week but the decision has been made at last. Not sure whether it will be the kiss-of-death or not that I now have an interest but "you have to be in to win". Sold off a partial losing position in NANO to fund this buy ;-)

Did consider ditching my FFWD holding but my gut says it will be exciting one of these days!

[apad] 14/10/2016 10:10

Hi L,
I think the news flow is in place for BVXP now and I can't see anything setting it back, other than a disastrous Seimens result. The cardiac troponin, if successful, will roll over the 2017 loss of revenue.
I would have liked more. I bought in daughter's ISA at 1150p (ish).

Doesn't sound much fun at RSW, red. I view medical as flagship advertising for additive, I guess.

apad

[lauders] 14/10/2016 09:21

APAD - Well, I got about half what I wanted in BVXP. My concern that it would come onto the radar too soon now blocks me out until the fuss dies down. FY on the 17th will stoke the fires even more and it is so tightly held that it is time to look elsewhere.

Are you "predicting" that there will be a point when you can buy back well below the current figure? I would also like such an opportunity since I missed the chance buy a few days around 1150p, but Monday could just make the shares react the opposite way?

[petersinthemarket] 14/10/2016 09:17

For anyone interested in MYSL.
Robbie/NT sold off as he reckons it can go nowhere for a while, except down.

[redartbmud] 14/10/2016 07:43

APAD

Rsw certainly lauded RDL as a "world leading provider of trace level detection technologies", opening new premises in 2010.
It must have been a slap in the teeth to close it down. 33 not 31 employees.

AGM was routine, only 2 questions asked. They didn't do a factory tour, confining shareholders to looking at demonstration machines in the technology cenre.
The financial presentation by Allen Roberts was dire. He was virtually inaudible, and is not a natural speaker. Ben Taylor was sorely missed.

I am still trying to digest the latest RNS. Things look stable at present. Medical remains the same drain.

red

[apad] 14/10/2016 07:03

"Applied Graphene Materials has supplied its graphene material for use in the production of a range of high performance fishing rods, made by Century Composites Ltd ("Century"). Century has introduced a new range of fishing rods to the market, containing the Group's graphene nanoplatelets. These fishing rods are being sold under the brand Graphex."

:-)

apad

[apad] 14/10/2016 06:46

Well, I had no idea that RSW had 31 folks playing Raman spectroscopy on diagnostics in Glasgow. They don't like shutting things down!

BVXP and TSTL FY on Monday, together with a slug of RSW income burning a hole.

apad

[discodave4] 13/10/2016 22:31

petersinthemarket,Thought FOUR were a marketing and promotional products company.DD

[apad] 13/10/2016 19:17

PEG is one of my no-go technologies, mod. Have to prejudge - camera plus software = no barriers.

Could be a perfectly good company of course, but life is too short.

apad

[modform] 13/10/2016 18:36

Apad, used to have IDEA, not any more, it looks very toppy imo

[apad] 13/10/2016 17:58

Spent some time looking at IDEA after the rns today. At first I thought - acquisitive plus orders could be interesting.

Various presentations cause some concerns about lack of focus. Pentana plus baubles maybe.

Anyroadup I don't feel like pursuing it further.

apad

[modform] 13/10/2016 16:43

I have been buying PEG in the past few days, it looks extremely undervalued.

[petersinthemarket] 13/10/2016 11:28

DTelegraph 11oct - Laura Suter briefly listed some possible approaches to hiYld investments covering infrastructure, property, student property, commodities and emerging mkts. Sorry, full page, so far too much to write up here although I could pick out a couple of bits if anyone especially interested.
Point is, on student property she mentioned FOUR, GCP, ESP and unite grp as worthwhile holdings, (I hold ESP) and I know some on here are interested in this sector. pete

[modform] 13/10/2016 09:28

Portfolio at all time high
ABC
HLMA
AMS
BOO
BNZL
KWS
BVXP
CRPR

Plus a number of usa stocks

[hydrus] 13/10/2016 08:50

Re FEVR I think the effect of weakening GBP could be a quite significant advantage to FEVR. Hard to know for sure but I imagine most of their costs are glass bottles, water, manufacturing costs. Most of these would imagine are therefore in GBP. I know they import their high quality fine ingredients but that would probable be relatively low cost of the whole product. 60% sales invoices in non GBP currency.

[apad] 13/10/2016 05:33

....and all rules have exceptions, mod. Otherwise you could invest with a decision tree written in Prolog.

Well, I got about half what I wanted in BVXP. My concern that it would come onto the radar too soon now blocks me out until the fuss dies down. FY on the 17th will stoke the fires even more and it is so tightly held that it is time to look elsewhere.

I've exited my disastrous POS position - too much risk of it needing to raise more money.
Still locked into TCN - forget about that. Well managed to survive, but stuck in the doldrums of general engineering.

Interested in the relative weakness of FEVR. Probably not seen as benefitting from the exchange rate as much as some others. I suspect that the US sales will be good and the market will start to pay attention in November.

apad

[modform] 12/10/2016 16:15

Good move to add to BVXP on the breakout a few days ago. Always add on the way up, and never average down.

[modform] 12/10/2016 13:04

What a fantastic staircase chart is being formed at CRPR, very bullish imo

[piedro] 12/10/2016 08:10

APAD,
It was not an easy decision as everything looks so safe
but I've been caught out on two previous winners which
were miners and in this case there is no fault with the
company but with the other holdings which are lagging.

The mind looks for justifications.

[redartbmud] 12/10/2016 07:53

mod

There will be another bus along soon. Recongnising the opportunity, and acting on it, will be the key.

red

[apad] 11/10/2016 22:00

30% - blimey and well done, P.
I thought I was pushing the FEVR boat at 15%
apad

[modform] 11/10/2016 20:14

The same feeling here but if you had bought it then, you could have sold it today

[redartbmud] 11/10/2016 19:58

mod

No I didn't. I cannot read these markets at present. My feeling is that the downside is greater than the upside for now. I am more inclined to sell rather than buy.

red