Venture Life Share Discussion Threads

[madmix] 03/5/2017 15:56

Hydrus,

"I remember him not being interested in FEVR because it was far too expensive. Think it was about £2"

You might be interested to hear that Paul has bought some for his fantasy fund today at 1650p!

[apad] 03/5/2017 15:47

Buy a few PTSG instead, red. Same sector, but much less inertia.

apad
"Outstanding Contribution to the Historical Process"

[redartbmud] 03/5/2017 15:35

mod

GHH No very unhappy. I had resolved to add when the share price dipped into the £12.30's. Guess what - I chickened out!

Hey Ho...

red

[apad] 03/5/2017 13:22

"Melancholia Enshrines All Triumph"
apad

[hydrus] 03/5/2017 13:19

If Scott bashes it I'll start to take it personally :)

[hydrus] 03/5/2017 13:18

I'm in TUNE quite heavily - I think it's a good bet.

[apad] 03/5/2017 13:16

mod
Scott reporting on TUNE today.

apad
" The Precise Nature Of The Catastrophe"

[apad] 03/5/2017 13:00

....and BREE :-)

apad

"Just Another Victim Of The Ambient Morality"

[modform] 03/5/2017 12:49

TUNE actually looks pretty good.GHH, now that's quality, red should be happy

[apad] 03/5/2017 10:47

Pretty much agree with that, h.
I like his candour when he gets things wrong too.

My buying in stages and exciting in stages policy has disadvantages, but it does allow me time to build up a picture.

We had a good discussion on PURP earlier if you missed it. I wouldn't go there at all.

apad

[homebrewruss] 03/5/2017 10:34

Re Paul Scott and PVG he does make some valid points and I appreciate his accounting/retail analysis in general but his investment style seems pretty inconsistent at times.

I think he's in PURP which is currently attempting a US rollout and has a juicy valuation and he's also prone to 'back up the truck' on certain holdings only to reverse shortly after or to buy after profit warnings.

[petersinthemarket] 03/5/2017 10:26

There was a very nice bowl forming until april. I assume the mkt didn't care for the company doling out more share options. Some good news would be welcome.
pete

[apad] 03/5/2017 10:21

Not particularly recommending it, H. I do admire PS's honesty.

I had a look to see if the recent drop was a buying opportunity for me.

I decided that if I had the money available I would choose to buy more FFX - another bet on a new market and one I know much better.

I tend to reject most new investments, and am particularly wary of heavily posted small caps.

I really ought to top-slice FEVR (20+%), but every time I think about it I pour a fresh G&T and the feeling goes away.

apad

[hydrus] 03/5/2017 10:01

'It would need a very thorough assessment of the business, to determine if it looks viable, or not. Personally, I can't be bothered, as there are easier & safer investment decisions elsewhere.'At least he acknowledges that

[hydrus] 03/5/2017 10:00

Yes I saw that - some fair points from Scott but as usual his quick look at a company obviously doesn't enable him to identify potential outside of the immediate figures. I remember him not being interested in FEVR because it was far too expensive. Think it was about £2.

[apad] 03/5/2017 09:55

Paul Scott on PVG - "why take the risk? This looks a jam tomorrow share, i.e. loss-making for now, which may or may not succeed. How can I possibly gauge whether it's going to work or not? I don't have a crystal ball.

The key issue would be to find out what number of pet plans need to be secured in order to reach breakeven. Also, what is the attrition rate? If it's high, then the company might end up running to stand still. What are the competition offering, and how does that differ to this company? It would need a very thorough assessment of the business, to determine if it looks viable, or not. Personally, I can't be bothered, as there are easier & safer investment decisions elsewhere.

What worries me most, is that the company has entered (admittedly on a small scale) the US market, apparently without properly understanding it. That seems crazy to me. Good luck to the company, but it seems far too high risk for me to consider investing in it."

[apad] 03/5/2017 09:46

"Spirax-Sarco Engineering plc (LON:SPX) has earned an average rating of “Hold” from the eight brokerages that are presently covering the firm. Five investment analysts have rated the stock with a hold rating and three have given a buy rating to the company. The average twelve-month price target among brokerages that have issued a report on the stock in the last year is GBX 4,000 ($51.14)."

This way madness lies!

apad

[redartbmud] 03/5/2017 09:36

Dutsche Bank today reaffirms its buy investment rating on Spirax-Sarco Engineering PLC (LON:SPX) and set its price target at 5785p. Story provided by StockMarketWire.com

Stick that in your pipe and smoke it!

red

[apad] 03/5/2017 08:22

Possible FARN/FEVR/TSTL news this month.
apad

[hydrus] 03/5/2017 08:21

Excellent results from TUNE. EPS up 52%, high levels of cash generation, excellent ROCE and on a current year PE ratio of around 15. I topped up this morning.

[apad] 03/5/2017 04:50

ps
FT250!

[apad] 03/5/2017 04:38

Illiquid behaviour, j.
apad

[janeann] 02/5/2017 20:01

RWS - price appears to be running away now; didn't fall as far as I hoped or expected - best I could have bought at was 338 for a short period in the last week.

[hydrus] 02/5/2017 17:08

Anyone invested or looked into TUNE? I have a holding and results out tomorrow. High quality business and looks very cheap to me.