Venture Life Share Discussion Threads

[apad] 16/2/2017 19:04

ps
Needs to have some good news before anybody takes an interest.
If there was a big dip on something I really like I would be tempted to dump some more.

[apad] 16/2/2017 19:01

No forward visibility in TRCS at all, red.

It is a funny mix of lower margin acquisitions since the Framework halcyon days and .gov is changing the rail structure. US promising forever.

Don't know what fair-value might be. One to avoid in my opinion. The CEO is tricksy.

I sold most of my holding above £5 - as I said should've sold the lot.

This is what I wrote in Nov.
"TRCS “Look and Feel�.

8th January, John McArthur, Chief Executive, disposed of 120,000 ordinary shares of 0.4p each ("Ordinary Shares") in the Company, at an average price of 515.9p per Ordinary Share.

10 Mar 2016
IP Group plc (LSE: IPO) (“;IP Groupâ€� or “the Groupâ€� or “the Companyâ€;�), the developer of intellectual property-based businesses, is pleased to announce that it has realised its entire holding in portfolio company Tracsis plc.
The Group received net cash proceeds of £13.1m from the sale.

Sean Lippell, Non-Executive Director and former corporate law partner, has departed with immediate effect. He has been removed from the website.

Friday 8 April, John Nelson, Non-Executive Director, disposed of 130,000 ordinary shares of 0.4p each ("Ordinary Shares") in the Company, at a price of 500p per Ordinary Share.

19 April 2016Uni Leeds sells 500,000
1,000,000 left.

25 April Leeds Uni disposal less than 4% left.

No large framework order.

US order small, could still take years - what is their driver.

Acquisitions look bitty. Missed a big one, but “it wasn’t good enough for us.â€5533;

Doesn’t return cash to shareholders.

Only 8 solid job vacancies.

So, on the whole, looks to be ex-growth to me."

apad

[pet lover] 16/2/2017 18:29

Not sure if you can call 7dig a value share.

It's valued at peanuts the idea being that the value can be created.

If you can be bothered read my 7dig MQA thread and today's news.

I bought in at 6P for fast growth, recurring revenues and high margins.

It is now making an operating profit.

It has the capability of doing the same as my other stock based on the same criteria that hit yet another ALL time high today.

[redartbmud] 16/2/2017 18:18

APAD
Tecs
It said its hopes for an in line full-year outcome hinged on the timely conversion of new sales for its various software products and services.
This would need to be supported by the initiatives to improve gross margin, which began at the start of the financial year.

It sounds more workmanlike than fact.
What is the visibility of forward orders? That should give some indication of the next set of results.
Once the pounding stops, what is fair value?

red

[janeann] 16/2/2017 17:49

agree apad - would have liked to have heard the q and A. There is talk of things like cruise ships, hotels etc. and if they only do football tickets in mexico some scope there as well!!

[apad] 16/2/2017 17:42

I remember deciding not to buy Lo-Q because it didn't have a broad customer base, j :-)
Shame there were no Q&As. I'd have been interested in where future growth is coming from.

TRCS continuing to be hammered. Phew!

apad

[petersinthemarket] 16/2/2017 14:45

still beating myself up somewhat for not selling half of emh a couple of days back when the share price peaked at twice my average cost but calmed down a bit now and wondering whether this fall back is actually a good buy point to add more. Decisions, decisions, it aint easy is it?
pete

[redartbmud] 16/2/2017 14:29

Cobham

I looked at it some 3-4 profit warnings ago. It looked very much like there were more to follow and that a very wide berth was required.
CNBC this am said that the raised £500m in a rights issue to halve borrowings of £1bn. Borrowings have risen to £1bn, so another rights issue on the cards.
Going from bad to worse.
No bottom fishing!!

red

[hydrus] 16/2/2017 11:22

Yes PVG going great guns, my largest position by some way so pleasing. My recent entrance into LOOP has not gone well, competition appears to be hotting up against them so might be reason for the dive. I have a fairly small position, well even smaller now :), so will hold on for company news.

[apad] 16/2/2017 11:22

Cobham joins the list of crash&burn companies!

Disappointed in IGG's post divi performance - could be an increase at some point. News and results too far away, I guess.

apad

[apad] 16/2/2017 10:48

Looks like the PVG enthusiasts were on the ball.
Piggybacking on existing relationships!
Up over 80% in the competition.

GSK looking sound. Took long enough! Mind, it's only moving with the DJI.

Buy GNK? Perhaps they know that the minimum wage and the rates will both be overturned, red :-)

Even more amused by the TD computer glitch buying SOU at 70p two weeks ago.

apad

[petersinthemarket] 16/2/2017 10:42

Mrs P seems absolutely delighted with JIM this morning.
I suspect they really have something going there.

''Chairman's report - Last year I urged a sense of caution over the short-term performance of Jarvis, whilst highlighting that over the medium to long term the business was positioned to do well and would benefit significantly once interest rates rose and market activity increased. I am happy to report that my short-term pessimism was overdone. During 2016 we saw a dramatic improvement in market conditions compared to what we experienced in the latter half of 2015''.

I guess a re-rating is on its way.
pete

[hydrus] 16/2/2017 08:41

Another impressive agreement from PVG this morning. The scale of the USA opportunity is huge. Anyone researched LOOP - I bought in, somewhat ill timed but I think they have a good shot at creating very big profits over next few years due to operational gearing. Not one of my biggest positions but will see how the company progresses. As always I ignore short term share price movements (unlike some on the LOOP Advfn board) and concentrate on what the business is doing.

[redartbmud] 16/2/2017 08:15

The Daily Telegraph (Questor share tips): BUY Greene King; HOLD RWS to buy on weakness; BUY Hargreaves Lansdown.

red

[redartbmud] 16/2/2017 08:09

This year will be ‘pivotal’; for Smith & Nephew (SN), maker of artificial hips and joints, and Berenberg expects the company to do better than its ‘unambitious’ guidance.

Analyst Tom Jones retained his ‘hold’ recommendation but reduced his share price target from £13.40 to £12.75. The shares added 9.7p or 0.8% to £12 on Wednesday.

‘2017 is likely to prove a pivotal year for Smith & Nephew, in our view,’ he said.

‘External headwinds are fading and the internal disruption the business has inflicted upon itself is settling down. Thus there are no obvious reasons why the company cannot meet its fairly unambitious guidance for 3-4% underlying revenue growth and 0.2-0.7% of margin expansion by 2017…Indeed, we think the company can do marginally better and, as momentum builds throughout 2017, we think this will raise expectations for a sustained recovery in earnings growth, starting in 2018.’

However, he added the recovery was ‘largely priced in’ and he therefore continues to keep his rating at ‘hold’.

No change there then.

Unimpressed from Uxbridge

red

[redartbmud] 15/2/2017 22:17

Mole returned safely from his venture to the smoke.

Rws
It seems that the US purchase is complementary to the existing US business that is fully integrated into the fold. They now have a presence on both sides of the country. The customer base has it's fair share of blue chip companies.
Shareholders in attendance queried dilution, as there was a placing not a rights issue. Cost of execution prevailed, together with the time required to get rights off the ground. Job done.
They will need to beef up management structures to account for larger business, but that is well in hand.
Apparently highly cash generative, which is good.
Impressed with Brode who is very committed to the cause and seems to know what he is doing.

Shares tucked away in the bottom drawer and I will look to add if/when we get a market correction.

red

[melton john] 15/2/2017 21:59

Ha ha , nothing wrong with JIM ,I hope, find out in the morning.

[redartbmud] 15/2/2017 19:05

Y'oodles, y'oodles, y'oodles.
They are alchemists as well. Turn lead into gold and water into wine.

red

[apad] 15/2/2017 18:59

Perceptive comment on CNBC:
"Apple is not a tech stock, it's a luxury brand with pricing power".
apad

[redartbmud] 15/2/2017 18:52

Rws
Tipped in The Times today - 'strong track record on growth and acquisitions'

Onwards and upwards. It might make up, partially, for Gnk.

red

[fozzie] 15/2/2017 18:20

JPR and PEL helping my porty to ath tonight. Great year thus far ;o)

[melton john] 15/2/2017 18:04

Mrs P should be happy with JIM, dividend over 4% and 15% capital growth in last 3 months. Results tomorrow.

[apad] 15/2/2017 14:19

Maybe - nobody got fired for going with the herd?

apad

[redartbmud] 15/2/2017 13:48

APAD

My comment om headwinds was not lost on you then!

I constantly fail to understand the tintins. They are supposed to look forward but invariably react after the event.
Everybody has known for months about pay awards and council tax increases but they have only just marked down Greene King. They have computer models to help research companies. They get fat salaries to regularly get it wrong.

red