Venture Life Share Discussion Threads

[discodave4] 19/1/2017 20:46

7798APADIt was the article I posted 7798 that caught my eye about FREE, didn't know PS liked them.The article mentioned signing up accountants as well as a High Street bank (RBS news today!).Only dipped my toe the other week.DD

[redartbmud] 19/1/2017 20:31

APAD

At the time I looked at live prices, the SSE quote was reversed, and dealing suspended, a situation similar to the one that happens automatically at the close of every day. Shares go into auction and deals take place and reported as UT (Uncrossing Trades).
During normal daily trading it is somehow possible for the buying price to become temporarily lower than the selling price, often when lots of trades are going through simultaneously. The market manages to get it's knickers in a twist, and is then termed 'disorderly'. At that point, the market is officially halted until the prices have been re-adjusted on the books of the market makers.
I don't know if the bots were in play at that time.
On H-L they insert a temporary paragraph in the header on the page, for the share in question, stating the basic facts - saying that the share cannot be traded at that time. That was the case with SSE when I logged in to buy.
It only lasted for a short time and I dealt at 12.16.56pm

Theoretically it should be possible, at that point, to make an instant profit buying from one dealer and selling simultaneously to another. In practice, I have never met anyone who has managed to do it.

You will be familiar with the Options Expiry Calendar, when all outstanding positions expire and settlement takes place. At about 10.00 am on the appointed quarter day, trading ceases in each share, with outstanding options due to expire, until all contracts are settled. At that time they cease trading, open the spread, and reverse the quote until all outstanding bargains are settled. The live quote then resumes but prices may re-open differently to the close. It is often termed the 'Witching Hour'.

I hope that helps.

red

[apad] 19/1/2017 20:31

ps
Makes much more sense accessing small businesses through the accountancy firms.

[apad] 19/1/2017 20:18

Dave,
Very, very interesting comments on FREE by Scott.
www.stockopedia.com/content/small-cap-value-report-19-jan-2017-siv-rbg-free-pmp-tmmg-167554/
Selling to accountants for their customers was a new insight for me.
apad

[sweepie2] 19/1/2017 20:00

From webinar involving Dell and Device Authority which is 57% owned by Tern PLC, observations of a thread contributor at event

That was an excellent webinar. It will be posted on the DA website tomorrow. Too much information to share. A few key and short points from me:

1) DA have three camera partners: Axis, Milestone and Seneca.

2) 98 million network cameras will be sold this year. 91% of these are for surveillance and are IP; one third of cameras are networked.

3) Less than 1% of cameras are deployed with certificates today, due to manual difficulty of securing - it takes 5 minutes for each camera. So, if you have 10,000 cameras x 5 minutes, that's 50,000 mins or 833 hours. DA will do this automatically and at scale in seconds per camera! Also, will automatically renew: no renewal process out there at present.

John Holleran of Dell EMC - "We have a great partnership with Device Authority"

4) DA's unique solution is to strengthen security for these cameras AUTOMATICALLY and AT SCALE.

Just a few points. But so much more. Best webinar I have seen. I think sales are already there, and will take off. Mind-blowing stuff. Very professional, and a superb and elegant solution to a very complex problem. Bravo!

[discodave4] 19/1/2017 19:59

APADFREE - Nice contract with RBS.You sometimes need to dance in the rain!.DD

[apad] 19/1/2017 15:21

What does this mean, red.

"In auction now."

apad

[lauders] 19/1/2017 13:58

Should have bought PVG when I was asking you all about them here last year. I am still watching but not sure if I will get the chance at a lower price now. Still like the look of them.

[redartbmud] 19/1/2017 13:40

Did the deed
Only 300 SSE @£15.12864.
Time will tell.

red

[redartbmud] 19/1/2017 12:01

Not pressed the trigger yet.
My broadband immediately went on a very go slow. It had moved before I could jump. In auction now.

red

[redartbmud] 19/1/2017 11:24

I am wondering about a punt in SSE.
XD today for 27.4p
If the closing price really was £15.57 then the fall is 45p at £15.12
It might just be worth a go.

red

[hydrus] 19/1/2017 10:58

PVG moving on more buying. Worth revisiting key points:Pet services an attractive somewhat recession proof sector Sticky recurring revenue model (c 97% retention)No debtors as collect cash upfrontExtremely high growth in revenuesConcept now proven in USA where growth looks even higher than UKVery high inside ownership levels with no dilution since IPO (directors have personally lent funds rather than going for dilution)Broker targets c £4.5m profit two years from now with first profit in 2017/18I expect a trade sale to a US pet services company in 3 years time or so.

[redartbmud] 19/1/2017 10:51

dacian

Well done on Vanl. A good trade.

red

[whites123] 19/1/2017 10:40

SNG

Synairgen

Broker forecast is to £1.37
SP today is 20p

Thats a hell of a lot of upside.

This week Richard Griffiths increased hi holding to > 11%
There is no smoke without fire.!!!!!!!!

If you have 5 minutes to spare, it could prove beneficial to research a little on SNG.

Synairgen had its “CorporateR21; rating reiterated by analysts at FinnCap. They now have a GBP 137.00p price target on the stock.

The share price of Synairgen (LON:SNG) was down -3.03% during the last session with a day high of 17.00. 382457 shares were traded during the last trading session.

The stock’s 50 day moving average is 14.42 and its 200 day moving average is 24.92. The stock’s market capitalization is 15.30M. Synairgen

[apad] 19/1/2017 10:23

Not a bad performance though, dacian. Note the 2mill on kit (that will need to be fully utilised).
Maybe a beneficiary of HS2?
apad

[redartbmud] 19/1/2017 08:36

It wuz the milk thistle wot dun it guv.

red

[apad] 18/1/2017 23:55

The Spectator selling its own gin at £40 a bottle!

"GET SOME GINSPIRATION

Since 1828, The Spectator has been serving up the finest writing. We are now serving the finest gin. Our new brew with a label designed by Michael Heath, sings with persistent hints of orange and botanicals including angelica, lime and milk thistle well-known for cleansing the liver, so you can detox as you tox.

Made especially for us by the artisan distillers Brighton Gin.

The botanicals include juniper, the peel of fresh oranges and limes, locally grown coriander seed and milk thistle.

This gin is smooth enough to sip neat over ice, or drink as a classic G&T with a slice of orange, the better to reveal its delightful citrus notes."

apad

[redartbmud] 18/1/2017 17:44

Yes, you would think that Pearson has had it's day.
I have not looked at it for several years, but at the time I dismissed it as yesterday's story.
Sorry for the pun.

red

[apad] 18/1/2017 17:38

Just seen the Pearson results.
A friend was an editor at Elsevier, where they were always amazed that academics would do so much work for so little reward.
They are doing it on the Web now and because Pearson's have sold all the jewels in the crown they are now under existential threat.
apad

[redartbmud] 18/1/2017 17:31

peter

Dis
The last RNS shows impressive growth in turnover. But:
Back in the day, I was accountant at the biggest subsidiary of a small cap quoted company.
We took on a new product as licensee, which was excellent. Unfortunately our major UK competition in that area was two Giants of the FTSE100. Each had marketing budgets that exceeded our Group Turnover. The product failed abysmally.
I am not saying that this will happen here, but it is a consideration.

A few Numbers from the last accounts:

Revenue £1169m
Gross Profit £681k

Advertising £280k
Other Admin £470k of which directors £183k

Advert = 23.95% Turnover.

Potential, but they need to go some.

red

[petersinthemarket] 18/1/2017 17:01

JakNife>>
''Year-on-year third quarter (Oct-Dec 2016) revenues climbed by 71%,
volumes grew by 56% and brand marketing investment increased by 88%''.

I read ''Yr on Yr'' as comparing 3rd Qtr 2016 with 3rd Qtr 2015.

FWIW I would suggest forgetting all about 2015.
IMO the ground laid during 2016/2017 has been and will be transformational.
pete

[modform] 18/1/2017 16:58

He's pretty sharp when it comes to accounts and numbers

[apad] 18/1/2017 16:50

Excellent & impressive piece, Pete.
They are certainly on a hard road, particularly as there are big companies producing up-market gins already in the market.
Maybe I should add some DIS shares to my FEVR shares. It'd make nice combination :-) Horrible spread!

mod:
Paul Scott on DOTD:
“One thing that troubles me, is that revenue is up 17%, but further down it says that average revenue per client is up by 24%. Does that not imply that the number of customers is actually shrinking?”

As number of clients only appears as a variable in one of the equations I assume this is an incorrect assumption and that the ratio of increases in small contracts compared with large contracts is critical as to whether the numbers of customers come out as greater, equal, or fewer.
However, he is right to point out that the churn is important and the number of customers might be reducing. I have emailed the company, but have not had a reply yet.
apad