Venture Life Share Discussion Threads

[petersinthemarket] 12/12/2016 21:00

Been considering RGL for Mrs P's final 2016/17 purchase.

Regional Reit Ltd
Small Cap
Diversified Reits
Trades specialist real estate

mkt cap £297m
net asset value £296m
£200m borrowings
Trading ''in-line''

div 4xQtrs
yld approx 6-8%

If anyone is aware of any red flags at this stage I would appreciate a comment.
ta, pete

[petersinthemarket] 12/12/2016 19:50

Lauders - ref itv - no, we ducked that one. mrs p decided itv had insufficient yld for her new isa so she took £1k's worth of TSTL instead. Not sure she got the best share price timing but as she claims she is looking for a hold in terms of years rather than months that will probably straighten itself out. So now she holds esp, jim, tstl, wjg and wants one more for 2016/17. This is rather experimental for her as she has only ever taken 3yr fixd int deals prior to this. pete

[apad] 12/12/2016 12:32

Error, peters. Diary entry without benefit of a brain behind it :-)

apad

[petersinthemarket] 12/12/2016 11:51

A>> ''TSTL is up 30% in 3 months and the FY is due on the 16th...''
Don't understand - finals gone oct2016.

[apad] 12/12/2016 10:00

Not enough of a fall in IGG to increase.

Where are the bloody reindeer?

apad

[homebrewruss] 11/12/2016 21:43

Serioserio, thanks. I only follow him on twitter so I don't get the full picture. I'm still keen on SOU but momentum has certainly slowed for a bit and may well stay that way until at least the next well has been drilled. If all goes well in 2017 then the price should be much higher but it's of course not a given. I'm prepared to wait and see how it unfolds.

[discodave4] 11/12/2016 21:20

Just after decent return APAD, at least 20%......if it comes with 8% yield then even better!.DD

[seroserio] 11/12/2016 19:48

homebrewruss
CR is not that keen on SOU anymore and has reduced his holding.

Incidentally, EK is short FEVR I believe.

[apad] 11/12/2016 19:16

After 8% yield, Dave :-)

QTX down to interesting levels. Been checking their website. Attractive features - interesting on crash detection cf false signals.

apad

[discodave4] 11/12/2016 18:39

Thanks APAD.Will keep watching IG, 400 and would be interested.Good luck.DD

[apad] 11/12/2016 17:47

You may well be correct on IG, Dave. I think they can hold the divi (loads of free cash flow), which means 6/7%, and I was looking to reduce TRCS.
The quality of IG will still be there after the consultation process and they have been actively promoting their role as an ordinary trading account company.
As I said, it is not a big holding, and it is a company I have always rated.
A significant further fall and I will buy a few more.
There might well be some consolidation in the sector, but I don't know it well enough to predict.

The runners on the sleigh are waxed ready for the Santa rally, due to start with oilers tomorrow.

GLA

apad

[discodave4] 11/12/2016 15:51

APAD - 09 Dec 2016 - 12:11 - 7278 of 7300 - 0DD. I don't have an opinion about SPD - if I did, it'd be pretty worthless :-)apadYour opinion would be anything but.........or did you mean the share!No offence but think you may have been a tad too quick on buying the IGG dip..........but then again wtfdik.DD

[apad] 11/12/2016 13:22

I think the benefit of higher prices will keep them on the straight and narrow too, dacian.

Mean't to increase PTSG at 75p but it jumped too soon. 8% up and a yield of 1.3%, as you say - good fun.

apad

[apad] 11/12/2016 09:49

TSTL is up 30% in 3 months and the FY is due on the 16th. Sort of happened without trumpets. Over 5% of portfolio now.
Looks like the political stage is set for stimulating the oil price. $60 should see some interest in the contractors in the new year.
My 8000 FTSE by XMAS forecast shows how good I am at predicting the future.
apad

[homebrewruss] 10/12/2016 12:50

Thanks mod. I've been in SOU for a while and feel I understand it more and assuming they get through the EWT ok then it seems to me the risk/reward is favourable long term even if they have an off well. I'm newer to HUR, the management seem credible but I'm not as familiar with the prospects.

Agree on the charts and I see CR is also keen on SOU :)

With young kids and little time I'm inclined to favour longer term holds where possible. With that in mind I hold PVG and also AAZ. With AAZ, even though gold is being hammered down I think the rapidly decreasing debt pile and their very low costs should see them weather the storm and start throwing off lots of cash in a year or so.

[modform] 10/12/2016 11:34

I am no expert in oilers, so I followed Malcy in oilers, all I knew they had been hammered down so much, there had to be some value. I got into HUR at around 17p, I like the management and the potential can be significant. I don't understand when you say SOU is a long term hold, I personally hold them until the chart breaks down.Look at the IGG chart, that tells you how many people knew what was coming before the announcement. SKY, big call options at 800p two hours before take over announcement.Things get leaked out and as PI, we can only rely on the chart to make the decisions.Remember, if it's the fundamentals or the chart, believe the chart (the word of wisdom from CR)

[homebrewruss] 10/12/2016 09:31

@modform thanks for the list of resource stocks. Amongst the oilers I hold SOU and rate it longer term, do you rate HUR equally?

[lauders] 09/12/2016 23:44

Peter - Hope you decided to grab a few ITV before the SKY news broke late in the trading day on Friday?

Modform - I only have one miner which is a high risk game I know, but I like HOC. Gold & silver (approximately 50/50, reducing debt, started to pay a dividend and very transparent by all accounts so no "funny business". They are also one of the lowest cost producers around and have a lot of potential with their sites/resources.

My penny punt FFWD is not being very cooperative at the moment. I am hoping that next week will be their week and I will be happy. It is a punt after all so not expecting too much in the short term. One day Rogers!

PS - APAD - Been looking at IGG and see the attraction now. You always seem to be ahead! Note that the last trading update was OK and revenue delivery is "good after costs associated with effective new client recruitment" - - and that a family member of the new CFO purchased over 250,000 pounds worth of shares - - on 17th October 2016. Not too happy at the moment no doubt but the CFO must have been confident after just joining the company and literally days before the completion of the dailyfx acquisition - .

[modform] 09/12/2016 20:56

I have the usual bunch from LSE, they are AAL, VED, FXPO, KAZ, HMI, THS, BSE, KMR. I got some GLEN yesterday, as I felt the deal was too good to ignore.On the oil front I have, LAM HUR SOU IAE, I have held them for a while