Venture Life Share Discussion Threads

[redartbmud] 17/3/2017 12:42

APAD

Gin and Fevr to calm the nerves?

red

[essentialinvestor] 17/3/2017 12:42

I take Vit D daily. Vitamin D Council site is good for info.

[modform] 17/3/2017 12:39

ABC apad, it's trump taking the knife to the health budget imo, but I have had it in my PF for so long, I have forgotten about it

[apad] 17/3/2017 12:16

For what it's worth, d, I made the judgement that Siemens were convinced about the product because they are so far along the road - comments from BVXP about the amount of product out there being tested. Siemens should know!
I might be overconfident but I think the issue is about speed and, maybe, efficacy for positive and negative results. And what the regulators will accept. If my (pure) speculation about the positive/negative issue is correct this will go supernova.
I suspect that the currency advantage might mop up more than the loss of royalty payments than has been published so far - unless they have been currency hedging, and I can't see why they would.
Tense though!

RWS looking more buoyant than the Titanic, red.

I'm under the cosh today, with ABC leading the charge :-(

apad

[essentialinvestor] 17/3/2017 11:07

Added more DLG on that dip.


HSTN has cleared the tower.

Beware of the command... go throttle up.

[redartbmud] 17/3/2017 10:18

EI

Agreed, but timing is all.

APAD would blow a gasket on this one. Looking at the Rns history, they regularly take stakes or take over agencies in all parts of the world. Yoy you are comparing apples with pears. perhaps that is the secret to success - buy up the current movers and shakers in idivdual markets.

The only corporate movement I have picked up was Blackrock jumping below/above 5% in short order in July 2015, and May 2016.

red

[essentialinvestor] 17/3/2017 10:12

Sold my BAB, that money will go to WG in stages.


red, I'm unsure on WPP now, likely a sharp couple of up days, overdue,
from what level is the question.


DLG, on a 12 month view looks cheap, no one likes it atm.

The discount changes medium term misunderstood, at least partly, DLG may thrive
in a rising premium environment, just my own take

[redartbmud] 17/3/2017 10:05

EI

Wpp
Another thought - Xd 18 June for 37.05p.
That may underpin the shares at the current level. It equates to 2.18%.
Will income funds be interested?

red

[redartbmud] 17/3/2017 10:00

EI

Wpp.
I have still not discounted an initial stake in the near term, and it remains at the top end of my watchlist.

Hstn.
Does it surprise you. The tintins can be slow to react. It takes time for them to sharpen their pencils and for the cogs to turn in the bit between the ears. That is where you can get ahead of the market. Having done your research you can jump in ahead of the herd. Good fun when you get it right.

red

[essentialinvestor] 17/3/2017 09:44

Big buys look to be coming in on HSTN, why were they not buying earlier this week,
amazing.

[essentialinvestor] 17/3/2017 09:41

red, appreciate the view as always, ok perhaps will leave it out
unless may be sub 16.50.

[redartbmud] 17/3/2017 09:39

EI

Wpp

The question mark that I have relates to growth:
"the group has reported a slowing of growth in the early stages 2017."

On the other hand
Over the last twenty years WPP has grown the dividend at a double-digit compound annual growth rate. If the global economy behaves itself and the group can deliver on its targets, prospects for future dividends ought to be encouraging.

The latter shows that the company is light on it's feet and recognizes trends before they happen. Can that continue?

Thinking each way at present. I am not sure of teh extent of the downside from here, but the upside may be limited too.

APAD
Better send you that tin hat.
Aim can give you a roller coaster. The stocks aren't as extensively researched, some funds don't invest. There are fewer investors, free float sometimes limited, that lends itself to greater volatility. Bigger spread.
Walk on the wild side.

red

[essentialinvestor] 17/3/2017 09:30

HSTN on a 6 month share price high here.

[apad] 17/3/2017 09:24

GL, EI.

Don't know about the timing, but I reckon Wood will rip AMEC apart.
Brikho has left a functionally bloated company at the expense of its balance sheet.

Are you trading the price or do you intend to keep a residual holding like red?

apad

[essentialinvestor] 17/3/2017 09:15

May be a mistake, have bought a very small amount of WG.

[apad] 17/3/2017 09:02

ps
I'm getting used to this pattern from ABC.
I wonder if it is to do with being on AIM? Perhaps more volatility.

[essentialinvestor] 17/3/2017 09:01

red, I was mulling over WPP and that snippet was a tad off putting?,
any thoughts?.TIA.

[apad] 17/3/2017 09:00

Don't think so, red, RWS all buys but the gentle drift might still be in place.
I think my timing was more to do with benefitting from ROR short term strength.

ABC, now, that's connected to the mains!

apad

[redartbmud] 17/3/2017 09:00

Mulling over Wpp.

red

[essentialinvestor] 17/3/2017 08:54

Have a cat called Doodle, true.


Hopes for HSTN.

[redartbmud] 17/3/2017 08:39

RWS the next NANOCO?
Settling like the Titanic after the iceberg.

red

[apad] 17/3/2017 08:01

Very pleased to see that Paul Scott is back.
Not a hanging offence it seems.
apad

[redartbmud] 17/3/2017 07:47

Record high for the FTSE that is heavily weighted by miners and banks, both of which have had something of a recovery.
Records always make me apprehensive, but Mr Market seems content for now.


red