Venture Life Share Discussion Threads

[pet lover] 10/4/2017 19:19

The NHS is a very unlikely place to search for value.

For that reason no one is looking at two tiny £10M M/Cap AIM stocks that are extremely well positioned to take a C:1% per year of the £120BN
NHS turnover.

[apad] 10/4/2017 19:17

As I live in Jersey I should have bought it anyway, dacian :-)

FEVR is 20.5% of my portfolio now. Ridiculous - or maybe not!

apad

[apad] 10/4/2017 18:59

GSK is soggy.
apad

[apad] 10/4/2017 18:56

Tristel plc (AIM: TSTL), the manufacturer of infection prevention, contamination control and hygiene products, is pleased to announce that in order to satisfy market demand and broaden the institutional shareholder base of the Company, finnCap, as the Company's broker, have conducted a placing of 3,086,871 existing ordinary shares of 1 penny each in the Company and 242,500 new Ordinary Shares (the "Placing Shares" and the "Placing") with new and existing institutional investors.
The Placing Shares have been sold on behalf of certain directors of the Company (the "Vendors"). The Placing Shares were sold at a price of 175 pence per share and represent, in aggregate, 7.79 per cent. of the issued share capital of the Company.

[apad] 10/4/2017 18:42

:-) Useless at that, dacian.
If my portfolio was wiped out tomorrow it wouldn't affect my lifestyle so I am not a typical example.
Anyroadup, if you had done nothing you might not be holding JOG now.
apad

[melton john] 10/4/2017 17:57

Director purchase of nearly £8k on JIM. Always been an indication of where the directors see the company going. Usually a decent nailed on divi as well, in excess of 4.5% at present.

[apad] 10/4/2017 17:52

Average buy price on RWS is 325p, red.
Happy to sit back for a while now.
Do you have a holding by the way?
apad

[apad] 10/4/2017 17:46

70-strong team of scientists, L. Hell's teeth!
Looks to me as if the technology should still be in the research labs.
I prefer BVXP's 12 employees and profitability.
Can't think of anywhere else to put Thursday's income.
My research hasn't thrown up anything new for a while so I'm sticking with what I know, and believe I understand reasonably well.
apad

[11_percent] 10/4/2017 17:21

88E now moving, after the placing.

[lauders] 10/4/2017 17:16

Perhaps the last sentence should be written "The
potential for upside in the share price IF
Nanoco finally reports sales keeps us bullish
for now.

So far things look very distant. The "once" may take some time in NANO's case. Famous last words ;-)

[apad] 10/4/2017 17:11

IC writing that NANO is a buy, red.
apad

Informing the market
that expected sales
have failed to materialise
is never going to sit
well with investors, and
Nanoco (NANO) was
duly punished for such an
announcement. Shares in the innovative tech
group fell 13 per cent after management made
a substantial cut to full-year expectations.
Chief executive Michael Edelman is disappointed
not to report the group’s first commercial
sales in these half-year numbers – as
opposed to simply licence and royalty income.
The group makes quantum dots, which
are generating excitement in industrial circles
thanks to their ability to produce a source
of light using very little energy. Nanoco’s
70-strong team of scientists is working on
developing these for use in television displays,
solar cells and even cancer imaging. In
the display market, the group has licensing
agreements with three global industrial companies,
which sell components to the world’s
biggest tech companies. Alongside these partners,
Nanoco has been refining its products
and expects to deliver its first commercial
order “in the near future”.
Until then, manufacturing investment and
£2.87m of research and development expenditure
widened operating losses to £6.43m
(£6.39m in H1 2016). Broker Peel Hunt expects
the group to continue to be lossmaking until
at least 2019, but has pencilled in sales of
£15.4m in the year to July 2018.
􀀟 The group’s failure to report sales as
expected does highlight a risk in the business
model, but its partnerships with
industrial giants give us confidence. The
potential for upside in the share price once
Nanoco finally reports sales keeps us bullish
for now. Speculative buy.

[11_percent] 10/4/2017 15:39

DIS is flying...up 14% today.
Boiler room rampers out in force on the BB.

[redartbmud] 10/4/2017 14:33

APAD

Yes Skg is perking up a bit.
Should have bought the dip on RWS!

Oil has regained recent highs, but the tintins continue to talk it down.

red

[apad] 10/4/2017 14:18

www.buzzfeed.com/jamesball/shell-shocks-how-an-oil-giant-secured-a-13-billion-deal?utm_term=.kfGz3QW3Dz#.uiKod25dBo

apad

[apad] 10/4/2017 14:06

Looks as if I should have given in to the temptation to buy DIS!
apad

[apad] 10/4/2017 13:21

Looks like you are doing OK, red. Plenty of cardboard to package your marbles anyway.

Crude Index carrying on rising.

RWS timing looks pretty good - at the moment anyway.

TSTL directors have sold into strength.

Got some income at the end of the week and am thinking of increasing BVXP, for more income!

apad

[lauders] 10/4/2017 11:35

That is what you call a spike in the PVG chart! Worth considering here for the long term? Hydrus will certainly agree I have little doubt!

[redartbmud] 10/4/2017 10:54

Dignity remains range bound £24 ish to £24.30 ish.
Mms have narrowed the movement, which had been running around 50p/80p.
So much for the 'Best laid plans......'

red

[redartbmud] 10/4/2017 08:56

Gawd 'elp me. Am I losing my marbles?
Bought more Skg @ £20.4234p
Buy Europe!

red

[lauders] 10/4/2017 07:45

"Bombproof" ;-)

May have to be VERY patient!

[redartbmud] 10/4/2017 07:43

L

Maybe. The market is a funny place and you may get a chance if you remain patient.

red

[lauders] 10/4/2017 07:31

I was hoping for a drop in price red! Doubt that will happen now! Wanted to increase. Only a major market sell-off may produce an opportunity? Oh well. Be happy I have a small holding from lower I suppose ;-)

[redartbmud] 10/4/2017 07:23

Citywire AAA-rated deep value specialist Keith Ashworth-Lord has upped his stake in ‘bombproofR17; biotech specialist Bioventix (BVXP) as its shares climbed to a record high.

Ashworth-Lord bought an additional 20,000 shares, bringing his total position up to 6.2%. At a share price of £17.71, the stake is worth a little under £5.7 million. Over the past 12 months, Bioventix’s shares are up 73.7%.

The shares make up one of the largest positions in his £125 million CFP SDL UK Buffettology fund. While still small, the fund has rapidly expanded from £28 million at the beginning of the year, following back-to-back periods of outperformance which have seen it move to the top of a competitive peer group.

Biotech minnow Bioventix is unusual in that it derives a large chunk of its income from high-quality royalty payments from larger rivals.

Speaking to Citywire earlier this year Ashworth-Lord said the business was the ‘nearest thing to being bombproof’. ‘It has written down all of its R&D, is so cash-generative and is a very pure business,’ he added.

Positive news.

red