Venture Life Share Discussion Threads

[thelongandtheshortandthetall] 04/2/2017 17:24

Hydrus

To be clear on the djia. Ive had a quick look.. am i right. That if the the co.s in the top 30 halved their amount of shares and doubled each share price then the djia would instantly double... i must have it wrong. Surely that cant be right??

Best regards

[redartbmud] 04/2/2017 15:50

APAD

Calm down dear. It is me that is supposed to be ill at present.
I am going to park comments on PVG. It is not for me.

Buying the dips has served me very well for years, and I don't see that changing anytime soon. Unless something fundamental has changed with a specific share, and the share price falls without any news, I see it as an opportunity that has been created by the market that regularly mis-prices the quote. If that happens to a share that I follow, I invariably take advantage.

I play Clln because I have followed the share very closely for so long. The danger there is the activity of the infamous shorters, of whom there are multiple comments on the Clln board.

Gsk has given chances, but it is a share in which I am always going to take a closer interest, but for some reason never do. On that basis, I have been reticent to deal.

red

[discodave4] 04/2/2017 15:18

APADMy point was you bought SOU, high risk O&G, without knowing much about it but on the back of a tip. Not interested in how much you say you've made tbh, but why your reluctant to enter FREE baffles......each to their own :).DD

[redartbmud] 04/2/2017 13:39

APAD

"H, my camp is that I can understand buying if it goes lower, but it is not for me".

For the sake of good order, that is my camp. I'm afraid that wouldn't raise the pole on your magnificent yacth to put my meagre pennies there.

red

[redartbmud] 04/2/2017 13:31

APAD

Funny you should say that. I currently have a really dreadful cold that has given me chest problems. I felt ghastly all day yesterday. Unfortunately my elderly Aunt passed away last Sunday, so I have been running around, when I would have been better staying in. Feeling better today, thank goodness, but staying indoors for now.

jamielein
NETD - not really impressed with their fundamentals, they seem quite expensive. But maybe LTG know what they're doing.

I always prefer companies making small bolt-on acquisitions rather than large ones. Less can go wrong.

My thinking entirely. My decision is whether or not to wave bye bye for the time being.

red

[apad] 04/2/2017 12:16

Dave, it 'aint a logical business.

In the case of SOU I thought it'd be nice to make £90k for doing nothing:-)

In the case of FREE I'm thinking that all those pretty young folks must be successful:-)

apad

[discodave4] 04/2/2017 12:02

APADSOU!!......what was your investment criteria?, and your flapping about FREE.........doesn't make sense to me (your logic that is).:)DD

[jamielein] 04/2/2017 10:55

Bit of a lurker here as I haven't posted in a while but just wanted to say how sensible everyone is. :)

I also use company specific outlooks (as well as charts) to drive my investment decisions. I think it's very difficult to time the market so I decide to try and time the individual companies instead.

Drawdowns are always painful though.

LTG - good growth stock I held briefly then decided it was a little too pricey for me. It then went up even more, as everything I sell usually does!
NETD - not really impressed with their fundamentals, they seem quite expensive. But maybe LTG know what they're doing.

I always prefer companies making small bolt-on acquisitions rather than large ones. Less can go wrong.

I held some shares in OPM and sold yesterday due to the chart. They made a large acquisition, diluted shareholders, and the shares have gone nowhere (or down slightly) since. Previously they were growing EPS organically at a good pace but they've ruined it with an acquisition.

[apad] 04/2/2017 10:32

"Company specific outlooks will drive my approach as ever."
Amen.

apad

[hydrus] 04/2/2017 10:28

Yes it is indeed and therefore a reliable indication of US stocks, odd though that such a commented index such as DJI is weighted in such an arbitrary manner. It's a completely irrelevant index.I'm half expecting returns to be harder for next few years, despite what had been a very positive start for my own portfolio. Just a feeling, no basis for it. Portfolio could have peaked (or be peaking shortly) this year already but who knows. Won't act on it although if I choose to sell positions might hold fire a little on reinvesting unless see something spectacular. Company specific outlooks will drive my approach as ever.

[apad] 04/2/2017 10:20

S&P500, H, is mkt cap. Currently on a near high.
apad

[hydrus] 04/2/2017 10:10

Good lord, my disinterest in indices has hardened this morning. Just read that the Dow is calculated based on weighting of companies share price, not their mcap. Pointless.

[apad] 04/2/2017 09:51

H, my camp is that I can understand buying if it goes lower, but it is not for me.

red - have you had a damascene experience? Maybe a virus? Where is the steady cool clear eye I have come to associate with your opinions?

apad

[redartbmud] 04/2/2017 09:32

There is never a dull moment. I have only been invested for five minutes, in Mercian and Learning Technology, and both are on the move in the corporate area.

Mercian is undertaking a share placing, which will dilute my holding.

Learning Technology is paying some £53m cash for NetDimensions, at a premium of 118.6% above the share price immediately prior to the offer being announced to the market.

Mercian is easy to remedy, but what to do about Ltg?

Neither action was written in the stars, forecast in the tea leaves or appeared in the charts.

Hey Ho


red

[hydrus] 04/2/2017 09:31

I think the APAD camp is buy if it goes lower so not sure you are in that camp ;)Disagree re website but takes diff views to make a market and I'm content with the global market opportunity. Anyone else looked into LOOP?

[redartbmud] 04/2/2017 09:21

Hydrus

I can see the benefits that derive from subscribing to the service. I would imagine that there will be a percentage of people who will take up the service. What is the saturation point? As more people sign up it becomes incrementally harder to find new customers, who resist the thought of the cost involved.
The website can only be described as 'minimalist', except for the section on Investor Relations. Why?

The more I look the more I fall into the APAD camp.

red

[apad] 04/2/2017 09:08

mod,
You're good at taking an opposing view to an accountancy approach (WAND). Do/did you have a view on FREE?
Mind you, Scott has promoted it!

apad

[hydrus] 04/2/2017 09:05

FREE interesting model but mcap looks v high. That put me off and I decided to give it some to settle on the stick market and we how growth is going in a few months.Preferred LOOP where I have taken an initial small position.SUN - no negative news as far as I can see - fluctuations on share price of no concern at moment but for me a small position and not a huge conviction stock

[hydrus] 04/2/2017 08:59

Finally agree that for many will be too high risk which is fair enough. Also no idea about an entry price. Could drop if buying fades but massive volume recently could indicate II interest. I think I've covered the investment case now so nothing else to post on PVG but just wanted to show Red the benefits to vets/pet owners and drug companies ;) Good luck all

[apad] 04/2/2017 08:58

These are the arguments that put a quid on the price YTD, H. As I said, very well done.
Retrenchment time is all.

apad
ps
I think I may be winning the debate on SUN :-)
pps
Have you looked at FREE - I need a sane voice!

[hydrus] 04/2/2017 08:50

Acknowledge the risk re practices being taken over but already commented on the mitigation CEO pay capped this year see annual report - last year he had a bonus for turning round and selling number of vet clinics. Accept that despite buying group it is relatively a one trick pony. Hell of a trick though.

[hydrus] 04/2/2017 08:48

Sorry can't help myself....Imagine how difficult it is being a vet practice owner and having no re real visibility over future income as no idea how many pets will need treatment, come in for vaccines etc.See Case studies below - benefits to vets - essentially the pet plan has a massive impact on revenues and profits because the vets get guaranteed monthly income and much greater additional revenue from the pet owners who then typically always go to that clinic for any additional treatments. http://www.premierpetcareplan.com/gb/case-studiesThe benefits to pet owners are that they get the vaccines cheaper and get free extra visits to the vet plus discounts off any treatments needed.The drug manufacturers love it because it increases vaccine compliance so they sell more - hence partnership with Zoetis. Everyone is a winner.PS they also operate a buying group which generated £1m of high margin revenue last year.