Venture Life Share Discussion Threads

[rp19] 30/12/2016 11:46

I am a lurker, but learning and looking to post more. Here are my 5 that I own/are on watchlist ptsg, wjg, g4m, hsp, sprp.

[hugepants] 30/12/2016 11:16

I may be too late but here's my 5;

RMA/TREE/UAI/ALF/ZMNO


Apart from ZMNO these are all asset picks at really big discounts to tangible assets. TREE and ALF are in liquidation mode. So as regards ValueGrowth in the thread title, value yes but not growth.

[redartbmud] 30/12/2016 11:07

Rsw and Spx both moving in the same direction. South!

Rsw interims 26 Jan. '17. The fall is too early.
They have both had good runs North in the last several days.
Volumes are light and I do not see squaring of books.
Interesting.

red

[redartbmud] 30/12/2016 10:45

DD4

Thanks. I have saved it for later, I skim read it.
My degree is in Economics, so I do find it interesting how analyses are presented. You can 'prove' a lot with stats.

The tension is mounting towards the close of the market today.
Who will have the initial advantage form the closing prices of the runners and riders?
Who will find themselves in the right sectors for the long haul to the finish line?
Time will tell.

The questions now are:
Which sectors are going to be the winners for the year?
What will happen to oil?
Inflation?
Currencies?
Interest rates?
Political turmoil?
Will Trump survive until 20217?
My crystal ball is extremely cloudy at present.

I am looking at an in and out year - in on the dips and out on the rises, and not being too greedy.

Out again today. I am beginning to flag from over-exposure to the social whirl. I may just hibernate for the whole of January.

Hey Ho.

red

[discodave4] 30/12/2016 10:07

The January Effect:hTTp://stockmarketalmanac.co.uk/tag/january-effect/Interesting read, well I thought so!.DD

[hydrus] 29/12/2016 19:24

APAD please can you switch sqz with sat. Sqz is really a bit of a punt on oil which is unusual for me hence I'd rather have a more representative selection. I increased sat a month ago although not a huge position for me as it is risky. Thanks

[thelongandtheshortandthetall] 29/12/2016 15:06

Potenial punt.

I have beelooking into IDP and yesterday bought a few. They have had goot success selling their 'skinny tan' product in Superdrug. But what i find most interesting is that a senior buyer from superdrug if leaving superdrug to be uk general manager for IDP.
This cant be a bad sign can it?

He obviously can see real potential.

As i say more of a punt so beware gang.
All the best.

[fozzie] 29/12/2016 14:42

I have been buying CTRP over the last few weeks. It's the largest Chinese travel agent and is Nasdaq listed. Apparently various commentators are noting that the Chinese middle classes are starting to travel. Most recently Ctrip bought Scottish based Skyscanners, worth a look imho.

[lauders] 29/12/2016 14:26

Thank you red and APAD. I will have to sit on my hands until mid-January anyway as the funds I am thinking of re-investing are in BDEV at the moment and I am just not sure of the housing market in 2017. I have already received two capital repayments from them and normal dividends and there hasn't been much growth. Hence the plan to change a bit. I cannot just sell and buy when I feel like it though as tied to a managed QROPS fund I cannot escape from :-(

[apad] 29/12/2016 14:12

All the yoodle commentators are plugging health at the moment, L.
I do not like AZN at all, but GSK looks to be safe - it was a lot less recently, so there may well be some wisdom in red's advice.
apad

[redartbmud] 29/12/2016 14:02

Lauders

I am not looking to add at these levels. It will be interesting to see if January offers better opportunities.
"Safe" high yielders are mainly utility or bond proxy businesses. A few months ago they were somewhat more sensibly priced than today. The tinitins only see them going down in price as interest rates rise. They gear to the US and I am unconvinced on the European UK argument, but you can't fight the tide.

What I am looking for is a window of opportunity where I can buy on a dip then sell a slice on the recovery. That will effectively reduce my cost price and increase the yield on the remainder. There is plenty of time to set up my watchlist.
We may well see a flurry of buying when the herd dive into the tipsters lists. It is as well to avoid the frenzy as those hot stocks will undoubtedly pull back once the hiatus subsides.
I am sitting on my hands which are holding the cash that I took out of the market in the last few weeks.

red

[lauders] 29/12/2016 13:59

Yes probably not "safe" as you say. Perhaps should be more sensible. I think health is always going to be a major issue as long as I am alive so GSK may be better. The amazing advances will likely come well after my chips have been cashed in, so probably not too many concerns there. Oil/gas may be challenged by other energies & the rise of electric cars but again probably after I don't really care. I just feel HEALTH trumps oil in most people's lives! Could be way off the mark which is why I am asking I suppose ;-)

[apad] 29/12/2016 13:50

ps
I'm not sure BVXP classifies as safe either.

[apad] 29/12/2016 13:48

I would only add RDSB, even though it's riding a high at the moment.

red, might be your better source of information.

My Fabulous Feb RDSB purchase is up 67% and yields 8.09%! I should have sold everything, put it in RDSB and gone to sleep!

IGG you might not classify as safe, but it yields over 6% and I believe that the threat has caused an over reaction.

Many of the traditionally safe yielders are now at very high, and artificial valuations based on income. I'm out of them all.

apad

[lauders] 29/12/2016 13:38

I had it on my watch list for ages APAD. Should have hit the buy button around the recent lows probably, but if there is a market scare coming next year (only just over half a trading day left till then!) then the lows will likely be revisited!

I am looking for a "safe" high yielding company to just buy and forget at the moment. Any ideas apart from GSK & possibly BVXP with its specials to help? Any good ideas appreciated.

[apad] 29/12/2016 13:27

I think I will put it on my watchlist.
apad

[apad] 29/12/2016 13:26

L, he may be a serial entrepreneur but he is smack in the middle of the area:
Dr Darrin M Disley
Chief Executive Officer and Commercial Director

Darrin is a successful serial entrepreneur who has been involved in the start-up and growth of a number of business ventures. Since joining in 2007, he has been instrumental in growing Horizon from a small start-up in Cambridge in the UK into a rapidly growing multinational leader in the life sciences. During this time, Darrin has built a world-class management team, set the commercial and business strategy, led the company through multiple financing rounds including the Company’s highly successful IPO in 2014, and driven the acquisitions of CombinatoRx, Sage Labs, Haplogen Genomics and Avvinity Therapeutics.

Darrin is the holder of multiple business awards including Scrip Executive of the Year in 2014, a global award recognising leadership in biotechnology and pharmaceutical companies, UK quoted company entrepreneur of the Year in 2015, and was recently conferred with a lifetime held Queens Award for Enterprise Promotion by Her Majesty Queen Elizabeth the II in recognition of his contribution to Life Science entrepreneurship. He is a strong supporter of numerous academic, entrepreneurship and mentoring programs across the UK.

Darrin also sits on the Boards of several companies and organizations including Cell Therapy Ltd, Desktop Genetics Ltd, GeoSpock Ltd and the UK Bioindustry Association, and is an Angel investor in over 30 UK companies in the technology and life science sectors. He holds a PhD in Biotechnology from the University of Cambridge.

[apad] 29/12/2016 13:03

Sorry, L. I remember now - you must have triggered something.
I noticed that Jonathon Milner of ABC fame has a huge shareholding.
The recent rise seems to be the result of concerted director buying.
I am unlikely to buy.
apad

[lauders] 29/12/2016 12:41

Not exactly researched them APAD. Followed them and watched the steady decline before they recently picked up again. Always thought they were "interesting" and even asked you about them funnily enough a few months ago. You put me off doing more research LOL!

Agree with the comments about internal management being better in most cases, however if a "name" with suitable reputation comes into a company it can have dramatic effects on the share price at least!

[apad] 29/12/2016 11:58

Anyone researched Horizon Discovery?
apad

[apad] 29/12/2016 09:45

Not too different from ROR, red. Everything under pressure today and tomorrow, I reckon.

Geoff (Technical Director) could occupy the shoes. An outsider might sell the company of course. Shades of ARM!

ABC could be an "increase" in the next two days. I don't see the source of the downward pressure and there is an rns due in mid-Jan.

apaad

[redartbmud] 29/12/2016 09:16

APAD
Good analysis. I tend to prefer an internal shuffle. There is less chance of an upset as the culture of the business is usually maintained. It does depend on their background. Some industries cry out for a CEO with specific skills that are required to manage that type of technical business. I do wonder about accountants in CEO roles. Often their view can be too narrow, based principally on numbers - said as an accountant.
Whoever it may be, they still have to step into the shoes. Would anyone be able to successfully take over from McMurtry at Renishaw? An extreme example.

See Weir had an upset to the downside today.

red

[apad] 29/12/2016 08:59

I judge it on the background of the new CEO, red.. I prefer internal promotion and abhor someone from a completely different industry. Morrisons was a great example. Ego is the key, but someone steeped in the context is reassuring.
WEIR's previous CEO was a financial director who sounded like an engineer. I think the replacement has been at the company for six years - doesn't sound like an engineer.
apad