Venture Life Share Discussion Threads

[apad] 31/1/2017 08:41

PTSG
87p for 1000
no firm quote for 5000.
The joys of illiquid shares!
apad

[apad] 31/1/2017 08:01

PTSG ISSUED LOADS OF NEW SHARES ASSOCIATED WITH FLOATING AND Takeover.
With any luck it will increase trading and reduce the spread.
I wonder whether they will hit the market and, if so, when.
apad
ps
KOOV board going to rats. Shame that single company boards always seem unable to resist pressure.
Confirmation Bias rules!
pps
Have money to spend. Aaaargh! Maybe just shove it into GSK and be patient. Maybe increase BOO in post-Dispatches slump - no loads already. Oil?
A new minnow?
Which way to jump?

[apad] 31/1/2017 07:42

TST
Looks like the same sort of difficulties TRAKM8 has - turning orders into profit.
Bit of a graveyard sector.
Cashflow at interim looks fragile. Always twitchy about orders in the headline position.
Offers a lot of functionality (takes a lot of support).
Could well be a turnaround profit.
GL, PJ
apad

[pj 1] 30/1/2017 17:37

TST one of my picks which delighted me with a profit warning on 3rd Jan is up 10% today following broker upping targets. Hopefully it points more to that the relevant orders actually were delayed rather than cancelled, as often happens.

A little light at the end of that Tunnel.

[hydrus] 30/1/2017 17:24

I don't think you've missed out on PVG - I believe it's at the start of a period of extremely high revenue growth which in two/three years will result in very large profits and a much higher share price. As a holder though I am of course biased. In order to identify small cap companies meeting my criteria I looked at every single company (excluding mining/oil/gas and tech) on AIM and LSW with a mcap less than £50m. Did that about 18 months ago and whilst time consuming helped me find PVG which has so far been very profitable. Also helped me find PHD which I rapidly lost interest in. Not a bad company but not sure where it's going.

[apad] 30/1/2017 17:03

Hi red,
I like musings on principles.
I have a mix of large companies and small.
I try to take advantage of dips that I cannot explain.
I always judge the company and what it does before looking at accounts.
I resist making decisions on absolute valuations.
I buy and sell in stages.
My portfolio has shaped itself, rather than having some sort of ideal structure.
I expect to hold a company until the story changes.
My watchlist is mostly composed of the shares I own because I tend to buy a small holding in shares I am impressed with, whilst researching them.
Conviction buys - I build up large holdings rapidly.
I like companies that have proper businesses - sometimes these do not grab the imagination of PIs and commentators as they might well be growing organically.
Small companies that do not have a following can be very little traded and so relatively static.
Companies that are interesting but promise jam tomorrow I term roulette wheel companies. I own two: SOU and FARN. FREE turns out a fascinating company that I would also term a roulette wheel company, but it is a Scott tip so is too popular.
Small companies have become the flavour of the month and so the popular ones are flying.
I have been buying QTX, IGG and PTSG based on the notions above.
I am looking to increase DOTD on any relative weakness.
I always check the likes of ABC for gentle dips.
BVXP was a conviction buy that I poured money into at every opportunity.
I can usually find something in the portfolio that I am happy to increase and am very critical of new companies, so miss opportunities like PVG.
I should research small companies more assiduously, especially those that are off the radar.
apad

[apad] 30/1/2017 11:24

Indeed, pete.
My interest is that I knew people who worked there in its heyday and I made enough for the deposit on a house. Mind you, I reckon Rhodes was keener on football than filters. Nostalgia pure and simple.

Still selling down TRCS. Have to follow one's conviction! Gulp.

apad

[petersinthemarket] 30/1/2017 11:17

FTC? - must be joking. One glance at today's horrible chart and I wouldn't touch it. One quick glance at the updated Outlook, which rules out any short term improvement, and I wouldn't touch it. Perhaps patience works for some people but for myself I would be nervous that patience would become lack of proper attention. We all work in different ways. BofL, pete

[modform] 30/1/2017 10:31

SPE, profit significantly ahead without currency affect, so expect a much better numbers imo.

[apad] 30/1/2017 08:24

My "quick glance" at FTC seems to be entirely misguided!

Increased QTX this morning. £2.9445.

apad

[janeann] 30/1/2017 07:54

very positive trading update from SPE today.

[apad] 30/1/2017 07:50

A quick glance suggests FTC has come good. Patience is a virtue, Pete :-)

apad

[apad] 30/1/2017 07:24

PRV full year results. No surprises, well run niche company. I like it.
apad

[modform] 29/1/2017 17:18

Wow Pete, SOU HUR, not sure when you got those, but although I hold both from last March, I think the current low risk, good reward oiler is IAE, another Malcy's favourite, because it's a producer and not just an Explorer, and the chart tells you everything you need to know.

[petersinthemarket] 29/1/2017 13:56

Got a vile cold this week so don't feel up to listing all of them but as they are all graded for choice here are a few of them.

First on the list to consider when I can raise cash: LPA, MYSL, FCRM, FREE.

Next, watching for a better opportunity: D4T4, DOTD, IDEA, PVG, SDI.

Already held by Mrs P or me: DIS, DPP, EMH, ESP, FFWD (wot a dog!), HUR, JIM, PTSG, RGL, SFR, SOU, TRD, TRI, TSTL, WJG.

Don't do fundamental research, don't understand accounts well enough to find the bits that clever accountants have hidden from me.

I prefer charts, especially staircase charts, but look with interest at recoveries and anything likely to break upwards from a sideways trend. Usually glance at a small number of fundamentals, like pos cash, low/no debt, several years improving REV, PBT, low PEG. Company Outlook is major for me.

I mainly go for low mkt cap companies, especially AIM and smallcap.
Elephants don't gallop

Tend to stick to roughly 10 stocks at a time and either top slice or add extra cash according to daily chart. Can be hi risk, all eggs in few baskets, etc.

I don't usually hold for more than a year, unless I get locked in and there have been two of these in particular in recent years, DIS and FFWD. I am at last reaping huge rewards on DIS but cannot wait to offload FFWD if it ever rises again so that I can get some of my cash back.

As a bonus, I note the views of certain 'quality' contributors on these threads.

Kindly note, everything above is for interest only, not a recommendation, and I frequently break my own rules and take a punt at something that 'just feels right'.
Best of luck, pete

[homebrewruss] 28/1/2017 20:45

Pete, what would prompt you to buy something on your watch list? Is it when the price moves lower to a level that provides more 'value' or alternatively perhaps when a stock breaks out of a sideways trend into an uptrend? Or something else?

[janeann] 28/1/2017 20:19

so do enlighten us whats left on it ...........

[petersinthemarket] 28/1/2017 20:15

As things were particularly quiet today (yes, I was very bored) I spent an hour sorting out my watch list. What a revelation. Whittled it down fairly quickly from around 70 to 40, so it made me wonder why the heck I listed them in the first place. Something must have attracted me but some of it was possibly laziness because I didn't make time to check it out more closely at the time. Of those retained, a rather small number are still likely as serious targets when I can free up some cash but the others might stay on the watch list for some time. Sorry if I disturbed your weekend. rgds, pete

[apad] 28/1/2017 10:30

Not much volume on CLLN, red. Boredom, I reckon.

FWIW

apad