Venture Life Share Discussion Threads

[doodlebug4] 07/3/2017 20:50

Lauders, good to see that FFWD has moved from being a "dog" to a "puppy" in your estimation. It's amazing the difference a day makes.:-)

[redartbmud] 07/3/2017 20:44

Gawd luv a duck.
I can't find my Wynnstay accounts now. Another document that I have hidden in a safe place. This age thing is a pain, and a pain in the joints to boot!

red

[redartbmud] 07/3/2017 20:35

EI

Yes, Carillion has broken out of the stranglehold for now.
The shorters have been in control for a long time now. I have not traded them for some weeks, whilst they have been way down. I have a significant holding anyway and didn't want greater exposure. I have had my 'fun' elsewhere.

red

[apad] 07/3/2017 20:31

Buy the dip, perhaps?
CLLN should come back to 2013 levels quite easily I should think.
apad

[essentialinvestor] 07/3/2017 18:30

red, just seen CLLN!.

[essentialinvestor] 07/3/2017 17:22

Nice late day move for LOOK, thought there may be value as mentioned.


Added a few more DLG before the close, bought back some HSTN sold on the
earlier excitement.

[redartbmud] 07/3/2017 15:59

Oops.

Mistimed again!
Hit me around the head and call me Brittany Spears - Oops I did it again!!

EI
I do follow your posts with interest. You certainly get your timing a lot better than I can manage, but I am relatively new to this short term trading lark.
I have been in a similar position, I hospital Christmas/New Year 2015/16. Still being monitored for the rest of this year. To cap it all prostate removed in August. Lucky it was found as a result of the first problem, but consultant said I was unlucky to have both problems.

red

[cockerhoop] 07/3/2017 15:53

Apad, Just to clarify PRES haven't always been involved in 'green energy vessels'. That was the result of a licensing deal followed by an acquisition when Greenlane got into trouble.

The original business was high pressure vessels for O&G drill ships/platforms and also defence (submarines & aircraft). Much diversification since then though.

[essentialinvestor] 07/3/2017 15:14

DLG may be worth watching, buying in small amounts today,
then I usually buy a day or two too early.

Increasing motor premiums should drive more business their way.
Great brand, look to be ahead of the sector on technology, now working
with Tesla. The discount changes put paid to this year's special dividend,
final still raised, the yield for 2018 may look very nice indeed.
As per usual the market tends to overreact and the share price could easily go lower, all IMV
as always. I like it.

[essentialinvestor] 07/3/2017 15:07

red, thanks, appreciated. Had a bit of a health care pre Christmas,
luckily a lot better, surprising what losing weight and cutting out alcohol
can do!. Under the misapprehension that a couple of glasses of wine a night
was healthy, when I added it up weekly it came to about 25/26 units, oh my.

[redartbmud] 07/3/2017 15:01

Cardinal sin - bought Kaz @£4.963. Only a few thank god.
I could not resist, I could not resist x100. Aaaaagggghhhhh!

red

[redartbmud] 07/3/2017 14:31

EI

Please feel free to drop in more often.

red

[apad] 07/3/2017 14:07

I an firming my conviction that investors don't 'get' ABC.

It is getting direct results from expanded CAPEX, none of your "It'll pay off in a year or two."

There will be another dip and if it is anything like the January one the farm is going to be bet again :-)

apad

[redartbmud] 07/3/2017 13:56

EI

Not at all I respect your views.
Clln - I suppose that I love it more than I should because I know some of the management and staff, not that I get any inside information. They are competent and honest as the day is long.
I am acutely aware of the problems that they have, not least the inability to reduce debt to more manageable levels. The shorters are in charge, with little prospect of them letting go anytime soon. My eyes are closed and I keep collecting the dividends, until the story changes.
Unlike others, I expect the company to continue to pay the dividends and, in the medium term, the pension fund deficit should reduce as interest rates rise.
Margins in construction are wafer thin for all, so any blips will be significant for the business. The saviour should be the services division.

Until then my incompetence is on the line.

Obsessed from Oxford.

red.

[essentialinvestor] 07/3/2017 12:59

Where as my area of incompetence is surprisingly wide! )
as I usually discover.

[essentialinvestor] 07/3/2017 12:57

I don't like CLLN, flattered by the comparison though,
think red's area of competence is a good deal wider than mine.

[apad] 07/3/2017 12:55

EI,
I think you and red, have an investing style in common.
apad

[apad] 07/3/2017 12:55

ps
Lithium to Rhodium posts look as if I think there is some credence in the views.
I DON'T!
apad

[essentialinvestor] 07/3/2017 12:31

HSTN looking a little perky this week, mentioned it over the weekend.


SHRS NAV discount narrowing, very welcome, still yields around 5%.

[apad] 07/3/2017 12:26

Rhodium’s on the best run in a decade on expectations of more demand for the material that’s used in cleaning toxic car emissions.

apad