Venture Life Share Discussion Threads

[apad] 03/3/2017 17:31

Indeed. There's no going back. Good idea except for the day length.
Fare well wherever you fare.
apad

[redartbmud] 03/3/2017 17:13

tlatsatt

Good fortune.

red

[thelongandtheshortandthetall] 03/3/2017 17:06

More fun for hydrus than anyone else though.

Had a meeting with an accountant today re ltd co. For my buy to let plans.

Another step closer.

Saving from down south to buy up north.

[redartbmud] 03/3/2017 16:59

APAD

Calm down dear, it's only a bit of fun.

red

[apad] 03/3/2017 16:25

HTG
Gobsmacked, Jersey!
apad

[apad] 03/3/2017 16:24

I know, red.
But being a poundnoteaphobe has paid off over the years :-)
Inflation taxes the poor, and they don't know about it!
apad

[redartbmud] 03/3/2017 16:18

Spendthrift.

red

[apad] 03/3/2017 16:12

Had 700 quid in the portfolio so bought a few PTSG ahead of results.
No patience!
apad

[lauders] 03/3/2017 15:47

Indeed APAD re: style and substance. However TW has got it wrong just as many times as right. I am not dismissing him just can't stand the guy! He is rather more wealthy than I am so I guess that means something.

Was contemplating IGG in place of my BDEV but by the time I sell the latter the former will be much higher at this rate. The selling and buying is not in my complete control as it is a pension matter and held in a wrapper that is managed by a company that shall not be mentioned and makes more out of me in fees than I have ever made. I really had no choice on what to do with the funds as it was a UK pension & I have limitations on what to do with the capital. QROPS was my choice and buying shares every now and again to create income from dividends is what I need to cover the fees and make a little money on top! All very unsatisfactory but not a huge figure. Enough to make it "uncomfortable".

[apad] 03/3/2017 15:38

Separate Style & Substance, L :-)
TW goes into detail that escaped me on FFWD (not that I spent a lot of time).
In societies that communicated by the spoken word, trust was vested in the status of the communicator.
We still have the vestige of that nonsense. Else why would Elon Musk be able to propagate such fairy stories.

Miserable day for my portfolio today.

I'm liking my IGG/RDSB/GSK income stocks, though. Out of favour a short time ago, spooky :-)

apad

[lauders] 03/3/2017 15:26

Thanks for the feedback on FFWD! I haven't listened to TW and have never liked the guy APAD. I can't stand the sound of his voice & his slouchy/slobbery style either. Can't really force myself. As I said the stake in FFWD is small. I do believe that TW has them wrong but I may be thinking along the lines of those TRAK folk you have been trying to convince. Sad I know. Perhaps I will see the light before it is too late. I think your earlier reply along the lines of "Why would I want to invest in ......." is probably bang on the money. Not a good day with my HOC being kneed in the groin lastnight and today. So much for gold and silver so far but again I have faith they will come good later. Precious metals sure are volatile these days!

[apad] 03/3/2017 15:12

GSK
Sentiment seems to have changed significantly. The market seems to be seeing the light in the mirror.
apad

[spooky] 03/3/2017 14:57

Thank you for the explanation redartbmud.

[redartbmud] 03/3/2017 14:45

spooky

We all have our own styles, and what works for one, doesn't work for another.
Over the years, I have found that shares I follow closely are mis-priced from time to time. It is my experience that tells me that is the case. Most of the time I am right, as there is no information in the public domain that causes the fall.
I have used my judgement, to my advantage, in those situations. My successes have more than offset the odd failure.

Playing with Kaz now, at around £5 in is under-priced IMHO. I might make a tiny profit today, but a profit is a profit and. o this occasion, I am having a bit of fun.
Buying shares like Rsw on the dip can be very profitable, but it is the case of being selective in what you do. Far too high to think about at present.



red

[petersinthemarket] 03/3/2017 13:31

A few of my holdings looking a tiny bit wobbly this week.
Does anyone think this bull run is running out of steam at last?

[petersinthemarket] 03/3/2017 13:29

There are some new remarks on the ffwd thread about TW's article.
Nobody giving it much credence.

[petersinthemarket] 03/3/2017 11:04

Lauders/apad > Haven't listened to the dog bearcast mentioned above but I'm guessing it runs along much the same lines as my own views. I'm not very welcome on the ffwd thread. Negative views don't go down at all well so I doubt anyone will risk putting the TW stuff on there.
I note that the dog is quoted around 10p this morning and it peaked at around 20p this time last year. I'm not a great accountant, but I make that a fall of 50% which means it needs to rise by 100% just to re-establish its best share price Some sales info expected on 25 March, but I am tempted to ask ''how many shares do we see double their share price on results?'' The obvious answer has to be ''not many''. But I note that the dog has more or less done that once itself over the turn of the year 2015/2016 so perhaps it can do it again.
My holding in this stock is fairly small thanks to trimming a losing position a number of times last year so I am not really over-anxious about any recovery. It's mostly a pride thing. I chose the wrong stock and I also failed to get out fast. Idiot. No-one else to blame. So, for myself, all I really want to see is sufficient recovery to get the remainder of my capital out intact, but best of luck to all committed holders. I hope it works out for you. pete

[spooky] 03/3/2017 10:48

red - I'm not trying to be difficult but that sounds a bit like,my conviction buys don't go down and if they did i would hold them until the market comes to its senses and pushes them back up again.Not convinced that would work very well over a normal cycle,but if it works for you why change it.

[hydrus] 03/3/2017 10:20

Anyone looked at Blancco? I watched their presentation and wasn't quite convinced. Metrics don't look great to me either (e.g. ROCE).

[apad] 03/3/2017 09:50

ps
Lauders, sit down when you listen to the TW bearcast on FFWD

[apad] 03/3/2017 09:49

Leftover reputation I guess, red.
Had HTG back in the day but bailed out on the oil drop because it was at the end of their major capital spend.
Reinforces my prejudice that companies with specialist products are safer on the negative side of the cycle.
apad