Venture Life Share Discussion Threads

[redartbmud] 17/11/2016 10:17

APAD

Where is GSK going from here?

red

[redartbmud] 17/11/2016 10:16

Got my strategy wrong on utilities. I picked up a few Svt, several days ago, thinking that I could trade a few and add to my position. Then the sector came under fire and fell away. I sold on the Dvw bid bounce, for a small loss, thinking that I had escaped. Could have sold today for a small profit.
On balance, I still think that the sell was the right decision, but the timing was out - AGAIN
hey ho



Does anyone have any experience of Oxford Instruments?

red

[someuwin] 17/11/2016 07:38

Venture Life Group plc

("Venture Life" or the "Company")

Investor evening

Venture Life (AIM: VLG), the international consumer self-care group focused on developing, manufacturing and commercialising products for the ageing population, announces that Jerry Randall, CEO, will be presenting at an investor evening hosted by Turner Pope Investments (TPI) Ltd. The event will be held on Thursday, 1 December 2016 in the City of London, EC4 and will commence at 5pm.

[apad] 17/11/2016 06:33

Nice one, dacian watch that stick :-)
Malcy is the only sector commentator I follow. He does his bucket list in January and follows it up with interviews throughout the year.
My technique is not to top slice on Growth shares. I buy the dips on Growth and Value that I already hold, below 10%, as long as the story is intact and I am taking the company contextual environment more and more into account.
I also buy small cap initial holdings that look to have an understandable, growth business model (e.g. QTX and PTSG) to build up knowledge. Relatively easy as so many entrepreneurial tall tales make me giggle and there are so many sectors I won't touch.
Where that knowledge continues to reinforce my initial judgement I bet the farm, e.g. BOO/ABC/FEVR.
I ignore the macro-economic stories that are stuffed down our throats all of the time and I am allergic to investment-stars. Remember Feynmans' most memorable title "What do you care what other people think?"
I suspect that a successful, personal approach should be strongly, age-dependent and probably contrary to many accepted orthodoxies.
FWIW my portfolio HOLDINGS are up 60% YTD including reinvested income (2% off all time high), but the portfolio has no protection against a bear in the woods - entirely UK quoted equities and I do NOT account for capital losses on cashed in mistakes (e.g. most of GDWN), so it's NOT a useful comparator. I work as an engineering consultant and draw a final salary related pension, which is why I don't need a safety component in the portfolio.

GLA

apad

TRACSIS THURSDAY!

[lauders] 17/11/2016 01:39

Well done dacian! The trouble with such moved though, at least to me, is where to place the original chips obtained. You can watch the free chips and make moves based on newsflow and always come out a winner as they are "free", however your original chips need to go into something that in theory will perform even better or else it would be better to just leave them with the free chips. My original investment funds in BOO for example have now lost a great deal in the new investment I made with them, however my free chips in BOO have continued to hold value. Such is the dilemma!

I wish you well with wherever you invest your original chips now :-)

[apad] 15/11/2016 21:14

Thanks, folks.
It's more about the story changing I suppose.
I've watched ex growth small-caps churn out great returns year after year before.
Maybe I'm not convinced about the CEO - opportunistic rather than driven.

Ignore waffling about WEIR. Can't make sense of it.

apad

[lauders] 15/11/2016 20:47

FWIW TRCS doesn't seem like worth holding based on what you posted APAD, but then what do I know!

My PM play is not doing what I hoped. I should have played "safe" an invested in something like BVXP where I could have increased my small holding. Drat!

[apad] 15/11/2016 20:42

WEIR has a verve to the share price that is not echoed in SPX and ROR, for example.
The same type of response to the oil price, just on speed.
New CEO, good product innovation, priced in pounds. Maybe a target? How to judge?
Maybe I'm taking the view that WEIR is vulnerable, if so what to do?

Tried Sharepad on the offer. It is good, but it is not for me, I'm not a filterboy.

TRCS news dominates, for now.

apad

[apad] 15/11/2016 16:40

Here is my list of niggles with TRCS. Posted them on TRCS bulletin board, but it is moribund.

TRCS “Look and Feel”.

8th January, John McArthur, Chief Executive, disposed of 120,000 ordinary shares of 0.4p each ("Ordinary Shares") in the Company, at an average price of 515.9p per Ordinary Share.

10 Mar 2016
IP Group plc (LSE: IPO) (“IP Group” or “the Group” or “the Company”), the developer of intellectual property-based businesses, is pleased to announce that it has realised its entire holding in portfolio company Tracsis plc.
The Group received net cash proceeds of £13.1m from the sale.

Sean Lippell, Non-Executive Director and former corporate law partner, has departed with immediate effect. He has been removed from the website.

Friday 8 April, John Nelson, Non-Executive Director, disposed of 130,000 ordinary shares of 0.4p each ("Ordinary Shares") in the Company, at a price of 500p per Ordinary Share.

19 April 2016Uni Leeds sells 500,000
1,000,000 left.

25 April Leeds Uni disposal less than 4% left.

No large framework order.

US order small, could still take years - what is their driver.

Acquisitions look bitty. Missed a big one, but “it wasn’t good enough for us.”

Doesn’t return cash to shareholders.

Only 8 solid job vacancies.

So, on the whole, looks to be ex-growth to me.

apad

[modform] 15/11/2016 13:48

On financial side, I think USA regional small banks will do well as trump will remove a lot of regulations and red tapes, but we will see.Some fresh interest in PEG

[apad] 15/11/2016 12:06

Hey, we could lose our shirts on banks and supermarkets!
That was fun....let's do it again.....
Hey, we could lose our shirts on banks and supermarkets!
That was fun....let's do it again.....
Hey, we could lose our shirts on banks and supermarkets!
That was fun....let's do it again.....
Hey, we could lose our shirts on banks and supermarkets!
That was fun....let's do it again.....

apad

[apad] 15/11/2016 10:35

Mucklow - love it!

Halfords! Short term benefit from the subsidised, doped, brain dead. No future once the Middle Aged Men In Lycra have had their heart attacks and knee surgery.

GBP sanity returning.

Don't understand the enthusiasm for financials, post-trumpington. Aren't they the mess that keeps messing?

My enthusiasm for GSK still rubbish.

apad

ps
Enjoy the black pudding canapes.

[fillipe] 15/11/2016 10:32

I'm surprised to note the lack of buying at VLG, unless some trades are going through ISDX (?).

Today, Beaufort have a positive note on them and a Speculative Buy, with Panmure Gordon yesterday reiterating BUY with a target of 128p.

I'd have thought this popular product are would be attracting much more interest.....?

f

[redartbmud] 15/11/2016 09:07

Off to Mklw AGM today.
Press the flesh with the great and the good.

red

[redartbmud] 15/11/2016 09:06

Sold last 1000 of Hfd for very small profit. The last set of results were poor.

Uninspired from Uxbridge.

red

[apad] 14/11/2016 10:00

ppps
CLIN director sale.
I'm out for a while now - unbeliever.

[apad] 14/11/2016 09:51

Expecting dollar strength and ignoring GBP/EUR rates.

RBS persecution of small companies shameful.

Nothing matters until US open.

TRCS FY Thursday - still an itch to scratch.

apad

ps
Roulette Wheel SOU due to wake up and roll later this month. Looking forward to some excitement.
Amazing amount of research and knowledge on bulletin board (in amongst the knives and jibes). I can only watch and wonder.
I suppose I ought to have cashed in my 150% profit and taken to daytime TV......

pps
FTC reverting to type I believe :-(

[redartbmud] 14/11/2016 09:19

Rotation out of higher yielding cash cows continues, as the market anticipates a rise in inflation and interest rates down the track.
Banks up on the anticipation of higher margins, utilities down. Meanwhile, house builders continue on relentlessly, despite Brexit and wage inflationary pressures caused by shortages of labour.

red

[apad] 14/11/2016 08:14

Good rns from DWHT (lifts - Beddard favourite).
apad

[redartbmud] 13/11/2016 18:27

True, but they don't have a monopoly in metrology. They are pretty damned good at it though.
My position is unchanged too. I determined to hold forever, or until the end game plays out.
I traded them several times, back in the day, but have not done so for a long time.

red