Venture Life Share Discussion Threads

[redartbmud] 13/3/2017 17:05

EI

Two price monitoring extensions on Gdwn. Up 50p but only 251 shares bought and 1254 shares traded. Are they taking the mickey?

red

[redartbmud] 13/3/2017 17:01

EI

Hstn ended about level
Skg +16p
Wpp +10p

Not too bad for the day.

Funeral this afternoon. Once you reach a certain age you hit a peak, then it slows down because there are fewer left to attend. Things going quite slowly now.
It is being so cheerful that keeps me going.

red

[essentialinvestor] 13/3/2017 16:12

Had a rapid change of mind on SL., now looks to be going lower,
taken a loss there but luckily only 1.3k shares.

Nice day as holding DLG in quantity from last week, sold some 348.6.

[melton john] 13/3/2017 15:21

Five years ago there was a bubble in "rare earths". thankfully it passed me by. Interesting little article here.



The price of tin, nickle, chromium, copper, molybdenum, manganese, vanadium, tungsten are very high and in great demand when industry is in a boom. Nickel and chromium are used in stainless steel, tin as solder mixed with copper or lead. The others as constituents of specialty steels.

I used to have shares in a copper miner in Chile until it was bought out, annoying when someone else moves in after the risk has reduced.

[petersinthemarket] 13/3/2017 14:50

Been looking around at the scarce metals again. Lithium play going very well but struggling to find any direct or near direct plays on cobalt. Since most of the worlds cobalt is locked up in one strife torn country any reliable supplies in a politically safer country should be getting a boost but which one? A further problem seems to be that cobalt is unlikely to be a prime product but comes up with other larger quantity minerals. Like I said, struggling to find an interesting reasonably focused play. Anyone got any ideas I could look at? pete

[apad] 13/3/2017 14:32

BVXP interims 27 March (I emailed the company)

AMS tomorrow, "heavily hedged against currency movements" - doh.

apad

[someuwin] 13/3/2017 14:19

Vox Markets Podcast‏ @VoxPodcast · 23 minutes ago


On the @VoxMarkets podcast today Jerry Randall, CEO @venturelifegp #VLG introduces their new CFO Adrian Crockett > …

[essentialinvestor] 13/3/2017 12:36

Had another small amount of SL. AT 373.27.

Calls for a second Scottish referendum not helping today,
coupled with the Sell note.

[redartbmud] 13/3/2017 12:29

APAD

Brilliant! :-)

red

[apad] 13/3/2017 12:07

www.youtube.com/watch?v=0akBdQa55b4

Important to be correct about references, red :-)

apad

[melton john] 13/3/2017 11:47

After a spectacular rise in share price and a spectacular trading update, profit taking is providing a dip for any who fancies one. 25% forward eps growth forecast, 2.5 forward price to sales. No debt, all growth organic.

[redartbmud] 13/3/2017 11:28

APAD

Agreed. I did tackle a non-exec chairman of a Remuneration Committee. Teflon didn't come into the equation.

RWS remains on the watchlist, with the 3% spread proving a barrier, I am waiting for a b dip.

red

[apad] 13/3/2017 11:06

No point in getting angsty about things you can do nothing about, Cynical.
Stick to researching the shares and pilling up the pennies :-)
RWS 330p to buy at the moment, same old - looks like a floor to me. I am tempted to increase at some point.
apad

[redartbmud] 13/3/2017 11:04

Good job I only hold a token in Dty.
Scary moves. Big share price but 50p up/down is nothing.

red

[redartbmud] 13/3/2017 11:01

APAD

I was about to comment.
Ams +24% on my buy price. Thanks for the heads up.

red

[redartbmud] 13/3/2017 11:00

APAD

The sea around your little rock is very cold at present.
I would not recommend it.

EI
Executive pay is a disgrace. You only have to see how much of the annual report is devoted to the subject.
The non-execs lay it off to experts, so have a perfect get out of gaol card.
The expert recommends a structure to Co.1. He/she can then go to Co.2 and say Mr. A gets £z, so the CEO should get a rise of y%, and my fee, based on the remuneration is.. The next move is to Co.3. Up and up, based on the market forces.
Golden hello - to compensate for loss of accrued benefits from the company the exec is leaving.
Targets that are undemanding and rigged in every which way.
Platinum payoff for failure.
Call me cynical.

red

[apad] 13/3/2017 10:58

Exited some ROR - could've got tuppence more than I did earlier on, sorry red :-(

TSTL - the afterburners are on full blast.

AMS results tomorrow.

apad

[apad] 13/3/2017 10:51

Ah! A dip, that would be nice.
apad

[essentialinvestor] 13/3/2017 10:50

Talking of permabulls, if I am very bullish on a stock prefer to read
those with contrasting views or a different take.

It's easy to get a bit defensive and a little precious if you really like
something and are invested, often more useful to read the opposite perspective.

[essentialinvestor] 13/3/2017 10:47

He wears some very nice suites!.

My main bugbear is pay for failure or non delivery, that is shocking.

A few bonus claw backs would not go amiss either.

[pj 1] 13/3/2017 10:43

TRAK-The resident perma Bull is now trying some sort of reverse psychology claiming he /she is waiting for it to fall below the 65p placing price to ''take advantage'' i.e. average down even more.

I hope no-one is following him.

[essentialinvestor] 13/3/2017 10:39

£50 Million his pay packet this year apparently, then again he has
built that up from near nothing.

Plenty of CEO 's paid 3-4 Million a year for failure or gross underperformance.

[redartbmud] 13/3/2017 10:37

EI

I play around with Sse from time to time.
The dividend of 62.5p ex on 27 July gives scope to skim a few %. It doesn't always work immediately but, macro forces not withstanding, it has proved lucrative in the past. I expect to trade these out well before that date.

Wpp & Skg on the watchlist. I do like and respect Sorrell.

red