Venture Life Share Discussion Threads

[redartbmud] 28/2/2017 07:55

Interesting paragraph in the Taylor Wimpey RNS this am:

"The early signs of stability and resilience of the market following the EU Referendum, which were encouraging, continued and we believe the risk of material impact from this in the short term has significantly reduced. In line with our strategy, we will continue to closely monitor market risks, particularly around long term mortgage cost. However we believe that a cautiously regulated market and low interest rate environment is likely to prolong the period of stability that we are seeing in the UK housing market."

Think I will continue to run my house building shares a little longer.

red

[apad] 28/2/2017 07:47

50% cf 46-48% revenue growth is disappointing, mod.
apad
ps
I use free cash flow yield (which also has its problems, but PER is so ubiquitous...

[modform] 28/2/2017 07:42

That's why PER is such a poor measure Apad, see what Mr market thinks

[apad] 28/2/2017 07:21

BOO

"The Board now expects boohoo Group revenue growth for the twelve months to 28 February 2017 ("FY 17") to be around 50%, ahead of the previously guided range of 46% to 48%."

So, 69% to 72%?

apad

[apad] 28/2/2017 07:18

FARON
The Placing Shares and Subscription Shares if subscribed for in full will represent, in aggregate, approximately 5.4% of the Company's total number of existing issued shares

· The Issue Price of 350 pence per share represents a premium of 0.7% to the closing mid-market price of 347.5 pence on 27 February 2017, being the last practicable date prior to this announcement

apad

[apad] 28/2/2017 05:59

Penny shares are fun, 11. I like their website, CEO, and brands in supermarkets.
Good luck.
apad

[apad] 28/2/2017 05:52

CRDA this morning.

Last outlook:
"Demand remains subdued in a number of our end markets, while profitability continues to be strong, supported by improved product mix and innovation. We expect to deliver our profit expectations for the full year and Sterling weakness continues to benefit our reported results."

They seem to be weathering the storm well, but I now have a very small holding so may opt out. I'm considering increasing PTSG (no currency benefit there).
apad

[11_percent] 27/2/2017 21:48

ps,

Now in DIS.

[11_percent] 27/2/2017 21:47

apad,

you got an unlucky period, in the sp, and you do not look like an unlucky guy.

been in RST for a while, goes up.

IMO this is their plan.
very little you can do to help.

just go with it.

as I say, £5 and they are out, don't know.

[apad] 27/2/2017 21:34

Used to own RST in late 14, early 15.

Sold for a small loss. Can't remember why, probably inappropriate impatience!

apad

[11_percent] 27/2/2017 20:51

Hi guys,

Been watching this BB for a while.

Seems good and have bought into a share.

You might want to look at RST.

Not going to a millionaire overnight, but just keeps going up.

Charlie Skinner, does not need money, it is already there.

Grows by acquisition, which are integrated into RST.

The money is there for these acquisitions.

The share holders, are the guys in the City.

It has been said, £5 and sell.

[hydrus] 27/2/2017 17:01

Good call on QTX APAD, your top ups doing well. I thought it would tread water for a while but rebounded quickly. As a holder I don't mind at all :)

[lauders] 27/2/2017 15:24

HILS showing some weakness recently. Talk of a seller around so perhaps will get cheaper? Past comments here seem to favour the business as a good one.

[redartbmud] 27/2/2017 11:26

APAD
In Psn @£6.5944p, so I will get my money back in capital returns alone.
Bovis never on my radar.

red

[apad] 27/2/2017 09:22

QTX presentation is superb.

vimeo.com/205506886

apad

[apad] 27/2/2017 08:47

TSTL pushing my 180p comment - buy on the dip territory left way behind now.

Don't understand builders they seem to make their money from land speculation, red. Well done. Good job you didn't go for Bovis Homes though.

Pets and Guitars still dominating the competition. Average up 11%, which is very creditable (FTSE about 1.5% I think). Second report tomorrow evening.

apad

[redartbmud] 27/2/2017 08:18

Psn

The dream continues, the gift that keeps giving.
Sector written off by the tintins months ago.

Hey ho

red

[pet lover] 27/2/2017 08:09

7Dig marked on on the open

[redartbmud] 27/2/2017 07:59

Ror
Working hard, still a bit to do.

Bnzl
Looked at it, and again and again.
No idea why I never bought it, except that it makes so many acquisitions can you be sure of comparatives or do they really matter?

red

[modform] 27/2/2017 07:50

BNZL Apad, buy it, sleep on it, have held the same time as ABC HLMA

[apad] 27/2/2017 07:41

pps
Made the mistake of selling DPH back in the day :-(

[apad] 27/2/2017 07:33

L,
IGG: FY mid Jul. Int late Jan. updates mid Mar. late Nov.

Nothing to frighten the horses or get excited about in ROR FY. Cash flow very good - looks like the management are in control.

BNZL FY, good - why don't I own them?

QTX confirmed my prejudices. Excellent management in a competitive area. Good cash flow and a very generous divi policy (current yield 3.4%). USA looking very promising.

apad

ps
Mrs. apad keeps putting gin in the FEVR, red, but nothing I say seems to stop her (maybe that should have read "the nothing I say")

[lauders] 27/2/2017 01:25

FEVR/ABC/BVXP/SPX/ROR/AMS/IGG/TRCS/PTSG reporting in March!

Didn't IGG just report APAD? 24th January according to here:

PS. Only hold one of those and that is BVXP. Doubt I will be able to top-up lower than the current price.

[redartbmud] 26/2/2017 21:09

Was there anything available to fortify your Fevr?

red