Venture Life Share Discussion Threads

[meganxmas] 12/3/2017 09:04

Regarding TAP being scary ... I think the only element that is scary is israeli based and there have been and are many successful companies there. it is not an aim china casino scenario. youshould have a good read of last 2 or 3 announcements and see the tansformational growth that it is going through just now. no company is without risk but this one looks good. stockopedia has it highly rated as well. generates profits and most are turned into cash.

[apad] 12/3/2017 09:01

Dibbs has TAP in the competition (up 50+%).
Interesting, scary share. Results 20 March (brought forward a week) and 19 vacancies.
Israeli and in the mobile adverts field. Just opened a UK office! AIM.
Great website.

apad

[apad] 12/3/2017 08:40

Given PVG's performance and the interesting nature of the business, I had a quick look to see what I could see.

As of December the Pets on Plan per quarter was up 13.9%, which was very good compared with previous quarters of about 8%.
However, this was dominated by the UK market (9%).

So, this company is now a bet on USA growth, where it has some 'agreements' in place, or its stellar performance will rollover somewhat.

So, funding and income will be going into the USA activity.

If I had been foresighted enough to be in on the stellar growth phase I would now be looking to lock in considerable profits, particularly as the directors have sold significant amounts.

USA sales data would be the key to me taking an interest. I suspect the share price will drift until there are numbers.

Have I missed any key data, H?

apad

ps
Reminder. This is a cursory look.

pps
Shades of RWS :-)

[apad] 11/3/2017 18:25

RWS
Thanks red. I see the founders exiting as a positive. I think they might have screwed up, so it depends on the price RWS has paid.
Profit is a matter of opinion of course.
apad

[hydrus] 11/3/2017 17:24

I'm not writing them off PL but I would say with the AP situation it's very high risk. If they will get a tiny fee per MQA stream then great it's a model that could lead to very high revenues. Nothing in the accounts or anywhere else confirms that. It's a leap of faith.Like I said I'll be watching progress and if the above does start to kick in I'll be interested.

[pet lover] 11/3/2017 17:16

7dig.

I guess it's how you see, or don't see value.

You guys see the accounts and run.

I see 7dig being the only company in Europe the record companies can deal with as their are no others of size.

I see MQA as changing streaming music forever.

I see market growth of 60% a year.

I see tiny valuation of 7Dig based on pasted performance.

[redartbmud] 11/3/2017 17:11

Sorry, I reorganized the numbers, but 'good ole' ADVFN isn't user friendly.

red

[redartbmud] 11/3/2017 17:09

7dig

Financial Review
Results
for the Year to 31 December 2016 2015
£’000 £’000
Revenue 11,899 10,392

Staff costs 7,626 6,727
Research and dev expenditure 1,485 1,707

In 2015, the Group disposed of its remaining investment in
audio Boom for £1.9m. This resulted in an impairment loss of £4,8m

Not a lot of room for anything else.

red

[pet lover] 11/3/2017 16:53

HYDRUS.

Sorry your focused in the wrong direction.

Let me explain.

7dig have been around 15 years with accounts like that.

7dig will launch up to 6 new music streaming services this year on MQA .

They get licensing fees and a tiny cut per stream see accounts for the type of fee structures

[hydrus] 11/3/2017 16:33

But the accounts for PVG didn't look like 7dig's accounts. I do genuinely hope it comes good for you. I'll watch progress with interest.

[pet lover] 11/3/2017 16:29

HYDRUS

You have seen my postings on PVG for two years producing 7 times returns the accounts their have not been an issue as the focus has been 100% on growth.

7 Dig will launch up to 6 new music streaming services this year on MQA .

That is the single key to the door. Think Pet Plans as the equivalent.

7dig is valued at £10M

[hydrus] 11/3/2017 16:13

Petlover I am not convinced about 7dig. How will MQA actually help drive 7dig revenue? I get they work together but that doesn't mean substantial incremental revenue for 7dig. Their accounts payable have increased from £4m to £7m in the last year. That's incredible for an £8m company. They are surviving by not paying bills but how long can that last? I wish you luck with it but be careful.

[pet lover] 11/3/2017 15:56

7Dig 7.125P

Reason: 7digital the only b2b delivery platform for MQA

MQA is the new streaming music format being adopted by the big 3 record companies.
They like it because they can slash costs by having a single digital file for each recording and sell 3 different quality streaming services from that same recording.

1/ As today's Spotify type, poor quality, due to storage and bandwidth constraints. (a hangover from 20 years ago.)

2/ CD quality

3/ Hi Res quality that requires a decoder on your listing device.

7dig valued at £10M could produce profits ITRO many times that amount.

MQA unheard of today will be mainstream within two years as it can be sold to music lovers in different price bands and has been specifically designed for streaming rather than very fast disappearing download model.

[redartbmud] 11/3/2017 14:59

EI
Hstn not dissimilar to Mklw, which has a smaller market cap.
Centered on the West Midlands, it has improved the quality of it's stock over the last few years, and is better placed to service the current market demand. Property trades add a bit of pep every now and then. They have bought well and sold tired stock to lower end operators.
I know exactly where you are coming from.

red

[redartbmud] 11/3/2017 14:17

APAD

Luz numbers, from the RWS RNS 7 Feb.
LUZ has a strong financial track record, delivering, in the year to 31 December 2016, revenue of US$29.2m (2015: US$23.7m; 2014: US$21.2m) and operating profit of US$7.7m (2015: US$3.6m; 2014: US$3.4m).

The Acquisition also brings strong cross-selling opportunities through enhanced exposure to the important West Coast patent market and potentially bringing new clients to the wider Group. It also provides diversification to the Group (including currency) and further visibility across the value chain.

The strong operational management team of LUZ is expected to continue in current roles; the founders and current owners will exit in full after a short transition period.

Exit after a short transition period raises questions. Hmm....

red

[essentialinvestor] 11/3/2017 13:39

red, it's a main reason I'm in HSTN, their sector niche is light industrial
which is benefiting from migration to online.

Put my Dad in to HSTN recently at 108.26 as mentioned on SHA that day, he sold 65%
of his holding this week. Can see longer term attractions as an income play,
however best looked at following a bad week or two, rather than when people
are excited.

HSTN maintained their divi through the financial crisis and it's been covered by income
every year.

[redartbmud] 11/3/2017 13:32

EI

Yes, it dawned on me about internet sales. I just noticed the number of delivery vans buzzing around, delivering to houses, and the penny dropped. By then the market had moved up, in the sector.

red

[redartbmud] 11/3/2017 13:21

APAD

Only a very brief interview, but he mentioned:
"The founders background and their passion for the business.
Boards compliant and ahead of the curve."

It is either rhetoric or he knows what he should be doing. If the latter, we might have half a chance.

red

[apad] 11/3/2017 12:46

Red,
Listened to Brode.
Unimpressed.
As you say, only 3mins, but his pontifications on the 'future' were risible.
Might be a good accountant though.
Success in the past does not predict the future. Remember Sinclair and his washing machine engine powered trike :-)
Anyway, I have something to worry now :-)
apad

[apad] 11/3/2017 10:51

More research on the RWS/LUZ purchase I think, red.
I wouldn't have commented on disgruntled employee, but there seems to be a complementary pattern.
Happy with my first investment, but I'm not going to increase until the fog clears.
Always a willing buyer and a willing seller - one of them wrong.

apad

[essentialinvestor] 11/3/2017 10:49

red, SKG, the growth in people ordering online may be most interesting.
There looks to be a lack of market capacity, at least for now.
Their increased contract size with US majors such as Mondalez worth noting.

Some concerns about input costs rises and ability to pass those
on, however that looks to be developing in a manageable way.

In the past some ill timed acquisitions, that's from memory
so may be incorrect.

[redartbmud] 11/3/2017 10:44

EI

I had thought that I might dive back in to Nrr if/when we saw a pull back to c£3.00.
It has been in the £3.00 - £3.10 a few times and the dividend growth has been steady if unspectacular. The rating isn't too demanding.
The tintins seem to think £3.35 - £ 3.65 is the range.
Longer term, Granny Yellen may well have a big downward impact on propcos. It needs to be watched.

red

[essentialinvestor] 11/3/2017 09:48

red, going to add some Surfitt Kappa, just attempting to time it.


Large cap trade idea, WPP- beginning to look oversold here, 16-16.50
would be very interesting.