Venture Life Share Discussion Threads

[redartbmud] 13/4/2017 14:36

Ltg & Rws hitting new highs.

red

[eeza] 13/4/2017 14:15

BVXP moving on up.

[janeann] 13/4/2017 11:28

Positive update from prsm explains the jump today

Further to the trading update issued on 22 February 2017, the Group's momentum has continued to build with 151 new software deals secured in the five months to 31 March 2017, of which 87 were new customers and 60 were upsells across 40 existing customers. All new customers were secured indirectly via the Group's channel partners.

This strong sales progress, coupled with ongoing momentum in the Group's pipeline gives the Board cause to expect that revenue for the full year will be significantly ahead of existing market expectations. As a result, and in order to continue to grow the business globally, the Group will invest further in its global sales and marketing activities.

[apad] 13/4/2017 10:45

RDSB sale now looks like a good trading move :-)

Malcy on NTQ
"It’s been a long haul for Martin Perry and Enteq but the shares have doubled as a tribute to their stickability quotient. Today’s year end trading update is hardly milk and honey but as at Hunting, the management do acknowledge a pickup in US onshore activity. Cash has been preserved and remains at around $15m so I would hope to see some sort of geared recovery at some stage. For those of you who have stayed the distance with NTQ you deserve a medal and I still think that you will do ok, I do not advise standing on one leg whilst you wait however…"

apad

[petersinthemarket] 13/4/2017 09:10

>A - I took a look at NTQ - looks interesting - will dig a bit deeper. pete

[petersinthemarket] 13/4/2017 09:04

FWIW, top of my current hit parade in order of gain
DIS
EMH
PTSG
HUR

Right at the bottom, still hovering between plus and minus
JSG
SFR
VLG

Others are somewhere inbetween
pete

[petersinthemarket] 13/4/2017 08:57

Thanks Lauders - no big deal really as I sold off most of the stock in mini tranches into any share price rise, at a loss, during the latter half of last year, so I only had just over a thousand pounds worth left. The sale has removed a bit of red from my pf. I hope your bet works out well for you. There is obvious potential there if they can actually find customers to sell the accumulated businesses to. It's been over a year now since they made bullish promises and since then all they seem to have done is to halve the share price and use up all their cash with no benefit to shareholders. I cannot see how they can avoid another cash raise, even if it's only to cover current running costs. It might work out ok in the end, and I hope it does for all the patient holders, but for me the holding was a mistake and I'm happy to be free of it.
GL, pete

[redartbmud] 13/4/2017 08:14

Despite strong share price performance, Shore Capital believes there is more to go for intellectual property translation and filing services company RWS Holdings (RWS).

Analyst Ben McSkelly retained his ‘buy’ recommendation on the stock, which was trading up 4.4%, or 15p, at 355p at the time of writing.

‘Revenues of more than £76 million are expected, a 33.6% increase on the first half of 2016, and adjusted profit before tax of more than £19 million, a 36.7% increase,’ he said.

‘We believe upgrades to current year performance will lower [the 23.6x price/earnings] multiple but it should remain over 20 times. At this level RWS trades on a premium for its quality operations, access to growth markets and crucially defensible position and hence, despite strong performance retain a “buy” recommendation.̵7;

red

[discodave4] 13/4/2017 00:23

Thanks APAD..........with oil drawdown, US driving season, OPEC next month likely to extend cuts.........not the time to sell IMO, but it's your dosh not mine so fair enough.I hate KWS too!Take a look at LUCE.DD

[lauders] 12/4/2017 22:08

APAD - So do I! Asked for everyone's opinion on KWS here a few months ago. Should have pulled the trigger but did not! Ho hum. At least my HOC seems to be gaining in strength and with the unease now developing between Korea/US/Russia/Syria etc etc... precious metals will only gain momentum I think.

Pete - Well done for ditching the dog if it makes you comfortable. I am still giving the puppy a chance! If I break even again (not to far to go) I will reconsider.

[hydrus] 12/4/2017 19:43

Apologies the six month revenue was £660k.

[hydrus] 12/4/2017 19:43

Understood Mod - brands have value but there is a link still to profits and revenues. The whole company (all their brands) turned over £800k for the last reported six month period. If it looks like one brand is starting to grow exponentially then it could attract a premium but currently I expect that would be single figure millions. To get to £50m plus then the brand revenues need to be accelerating at near to 100% growth for a few years in my view. Not impossible in long run but very difficult. Pete has done well getting in early and my comment is not on the company itself - just the idiocy of some of the posts!

[apad] 12/4/2017 19:36

I hate KWS :-(
apad

[modform] 12/4/2017 19:26

Hydrus, the difficulty with DIS valuation is how much value do you put on the brand, the company won't make much profit but the brands might be worth quite a bit. Difficult to value imo but 100m valuation is just crazy. This is not another FEVR but at least Pete should be happy...

[apad] 12/4/2017 19:10

It is the money laundering, dave, and I agree with you that it is likely to come to nothing.
It's just that I am a scaredy-cat.
apad

[discodave4] 12/4/2017 18:44

APADWhy did you sell RDSB?, sorry may be missing something (currently holding).If it's the money laundering story, from what I've read it's nothing to be concerned about IMO and will blow over......or is there something else?.ThanksDD

[apad] 12/4/2017 17:29

Looks like I may have timed the dip on BVXP well. Fingers crossed.
apad

[redartbmud] 12/4/2017 17:22

True. The freedom of the internet and inexpensive real time trading platforms has encouraged people to deal who really shouldn't. Those who deal in CFD's and any other such exotic products deserve our sympathy. Many must lose their shirts because they really have no idea what they are doing.

red

[hydrus] 12/4/2017 17:14

I shouldn't rise to it but there will be some poor sods buying in now believing the £100m in the next few months talk - not right. I suppose everyone should do their own research but we all know many don't.

[redartbmud] 12/4/2017 17:12

Hydrus

That sort of thing no longer bothers me. I have a long list of the beggars that I filter.

red

[apad] 12/4/2017 17:12

I stopped looking ages ago, H. The sheer number of posts is amazing.
It's the rum talking.
Anyway I missed the boat.
apad

[hydrus] 12/4/2017 16:53

Good lord there are some nutters on the DIS thread - I have a holding but talk of £100m in 2017 for a company that appears to be on course for a couple million quid turnover is beyond lunacy.

[redartbmud] 12/4/2017 15:14

Oh my giddy Aunt, I am going to the foot of my stairs to weep. Just look at the Dty share price now.
Aaaaaggggghhhhhhhh!!!!
And again. I cud av bin rich Rodney.

res

[redartbmud] 12/4/2017 15:09

APAD

I still hold a few Dty. It had crossed my mind the ask about discounts.
After an old boys reunion last night, and an offer to post pictures on the club website by one who was present, I might be in need of their services much sooner than later!

Get the logic on RDSB. The IRS is badly in need of funds and a part UK business must be ripe for plucking.

red

[apad] 12/4/2017 14:29

Careful, red. DTY might offer shareholders discounts!

red, I once read a brilliant book entitled "Why Big Fierce Animals are Rare".
I learned that top predators either attack all out, or they run away. Nothing in between.
I have applied this to shares ever since.
I sold BP the day after the Gulf news.
Iff the DOJ go for RDSB then the story has changed. If they don't then the capital gain is in the bank (for bank read BVXP).
I might well be wrong as it's not as clear cut as BP. But I am running away.

apad