Venture Life Share Discussion Threads

[thelongandtheshortandthetall] 21/12/2016 14:40

It seems i cant resist a turnaround situation.
Ive gone for little bite of CRAW.

I think the price point of the products has clearly been identified as the problem.
My guess is management prefered to blame the weather and brexit rather than admit their own mistakes in the craw offerings. In the end egos will abate and sense will pravail. No doubt they will claim how clever they were at bringing the co. Back from the brink and award theselves hansomly.
They do say they've listened to customers and colleagues so it shouldnt be long before the changes are enacted.

All in my opinion obviously.

Good luck all.

[che7win] 21/12/2016 13:10

Really do hope that one of my stock selections - IDP is tracked from yesterday's price :-)

[apad] 21/12/2016 11:58

hxxps://www.sharescope.co.uk/philoakley_article133.jsp

[apad] 21/12/2016 11:19

Mid Jan.

apad

[lauders] 21/12/2016 11:18

Thank you for the feedback APAD and for the discussion on NANO Red and APAD.

NANO is supposedly the only cadmium free QD producer and it is claimed that most of the competitors are in some sort of pickle or other. Not sure how true it is. At any rate the future is "bright", apparently, however the focus is now heavily on the TV/panel (display) side. The legislation (Rohs) in Europe and China is still making it VERY slow way through all the red tape. I still have a holding. Not huge but enough for it to be painful at these levels and so I too hope that the 140p area returns one of these days. If news comes from CES 2017 (annual disappointment when it comes to NANO) then things may actually turn. I am waiting for that myself and then will re-evaluate what to do. Should be interesting.

[madmix] 21/12/2016 11:00

QTX - So far so good. Will probably need a decent trading statement (January?) to give it some decent momentum.

[apad] 21/12/2016 10:47

PTSG in demand.
www.investegate.co.uk/premier-technical--ptsg-/rns/holding-in-company/201612211016554771S/

Looks like we called the QTX dip correctly.

apad

[redartbmud] 21/12/2016 09:51

APAD

That is the one.
Some countries will not allow the sale toxins in nanosys dots. I don't know where that leaves them. In fact there is some European legislation to ban them within a time frame that has been extended by a couple of years.
There is a big body of work on it somewhere.

I suspect that the same will apply to lighting.

red

[apad] 21/12/2016 09:37

Increased DOTD. Off the radar and I have not been feeding it well enough.
Update due in Mid Jan. Growing organically and feeding cash back to shareholders. Well managed and ten vacancies - what's not to like.

apad

Midwinters Day best wishes to all.

[apad] 21/12/2016 09:11

www.nanosysinc.com/in-the-news-archive/2016/9/1/nanosys-joins-samsung-at-ifa-2016-to-announce-worlds-first-qd-monitors

this one?

Leaving NANO to argue on the basis of its green credentials. Maybe the same applies to lighting?

apad

[redartbmud] 21/12/2016 08:47

APAD

Thanks for a very good summary.
You are correct, a nano dot TV was launched at a trade fair a few months ago, but it was only big screen at that point. It was well received.
The cadmium free factor is the edge.
Their production process is leading technology and far cheaper than competition, or so we are told.
All said, it is still a punt on the volume breakthrough, and they still need to keep ahead of the competition.
They are searching for more applications where the technology can be deployed.

Circumstance has prevented me from attending the AGM to apply the Spanish Inquisition to the Board.

red

[apad] 21/12/2016 08:34

:-)

SPX always tempting, red. ABC under the cosh too.

NANO's USP is that the quantum dots are cadmium free, so will have an advantage if heavy metals are the subject of restrictive legislation.
They can mass produce this stuff, so rely on a manufacturer to find an application. Manufacturers will asses lots of new materials. When I looked at this company I think there was a TV screen on the market (don't hold me to that). In my view TVs will always be sold on image quality balanced with cost and, I believe, there were/are better alternatives.
So, it is logical to me that NANO will be sowing their quantum dots far and wide in the hope of finding a killer application - which they may well do. Most 'new' material developments succeed (rarely) in unanticipated areas. I do not think their technology is a scam in any way.
We had a talk from a RR engineer talking about 'new' materials and I asked him to name one subsequent to the superalloy heyday. His reply was that they might be introducing a fire resistant polymer in a year or two.
Hence my extreme prejudice.
So, keep your eyes on news of applications factored by cash burn.
Warning: it has been a while since I looked at the company and that was not in an investment context.

apad

[redartbmud] 21/12/2016 08:08

Stopped sniffing MM's read my post and hiked the price before I could get my bet on.
Should have bought first, posted second.

red

[redartbmud] 21/12/2016 08:01

APAD

Sniffing at Spx around current levels.

red

[redartbmud] 21/12/2016 07:54

L

A return to the £1.40's per share would do our entries, in the competition, a power of good.

red

[redartbmud] 21/12/2016 07:51

Lauders

I understand the concept of Nano crystals in TV's and lighting, and was encouraged when Nanoco licensed the technology to Dow. The build of a bespoke factory in South Korea was another big step forward. Dow isn't in the game of wasting money.
It will be the next technological advance in TV production, but it is taking forever to launch.
Somehow Nanoco then sold it's process to others producers, under license, and that makes me wonder. Why did Dow allow it? Reputedly they are the market leader in that particular process and hold multiple patents.
I worry that they do not appear to have the clout or ability to monetize the results. Maybe they should just have sold out to Dow.
On the other hand perhaps, 'Next year Rodney we will all be millionaires'.

red

[lauders] 21/12/2016 05:17

Noted APAD. Will stick to my convictions but should probably be convicted for doing so as the performance may be criminal! Time, may need a lot of it, will tell!

Any opinion/reaction to Piedro's: Aside: I do hold BVXP as a short term flutter but consider their days to be numbered and that their tests will be superseded by superior technology {body scanning} within the next 5-10 years?

Food for thought and worth keeping in mind.

[apad] 21/12/2016 04:02

L!
I wouldn't dream of recommending a purchase or a sale of any holdings.
My comment on FFWD was on the 'meaning' of the words and the style of language.
Nano & graphene are on my list of prohibited words - my prejudice, don't need to know anything specific about a company.
Stick to your own convictions.
apad

[lauders] 21/12/2016 01:44

APAD - So you think I should ditch FFWD after that RNS "JESU"? You are probably right, yet I have always been bad at listening to others! Perhaps I should really start to pay more attention to you and some others who obviously have a better handle at this investing "lark".

I am comforted that at least red seems to like NANO. "Like" may be a bit too optimistic a word, but at least he can see "the light". I am hoping that by 31st December 2017 we can both say "told you so" ;-)

Thinking whether to retain FFWD in my 5 choices or replace. You did specify that they have to be from our current holdings, so that makes things harder. I only have 13 holdings!

[tudes100] 20/12/2016 22:32

My 5 are LAM, SUS, CLG, BVXP, ETO
Best of luck all.

[redartbmud] 20/12/2016 21:19

Saw the film.
The y'oodles in financials are Tom Cruise and Carey Mulligan, and she is a Brit. Damned fine actress, can't say the same about him.

red

[redartbmud] 20/12/2016 21:15

APAD

I read about the MBNA cap on PPI set at £240m. I hope the lawyers have it locked down otherwise, if they have to claim excess from BOA, they will probably get sued by BOA for spurious claims. Donald Trump will see to it personally. Furthermore, they will spend a fortune on admin staff to handle those claims.
The idiots leading the weak in the head?

The only sensible Antonio I ever heard of was the one in the song about his ice cream cart. It was in the charts when I was a lad, about 1920 or earlier.

Nanotherapy may be available on the NHS, but I have no idea what they would treat. I invested in solutions for TV and lighting. Sadly the end users have been in trials for several years without moving on to mass production, which is where they can earn a crust from royalties. They do make the odd giant TV but it is a very small market at present.

red

[apad] 20/12/2016 17:56

CRAW was odd, fozzie. I never really understood it.
Came close to buying SPRP myself, convinced - just never got around to it!
CTEC looks interesting and scary. What's your story on it?
No need for mitigation.
apad
ps
Red, I'm sure nanotherapy is available on the NHS.