Venture Life Share Discussion Threads

[piedro] 20/7/2017 15:28

TSTL - wait for the froth to settle ..

[big7ime] 20/7/2017 15:04

The p/e rather puts me off though, I know it's prob well deserved but what do you expect in say 3yrs time eps?

[big7ime] 20/7/2017 15:00

Doh, I've been looking at too much info this morning apad and getting confused. Yep, tstl is the one I commented on yesterday. Having cleared up the divi statement I am more interested.

[apad] 20/7/2017 14:37

No news from the HLMA agm yet. The tintins are probably stuffing the canapes, after which they will write a load of pointless, meaningless guff.

apad

'Cynical, Moi?'

[apad] 20/7/2017 14:33

Bought some more PTSG.

Wait until some tintin spots the hi-rise panic potential.

apad

[melton john] 20/7/2017 14:28

Hi Big7ime, the last line of the open day presentation at TSTL gives the potential customer base as half the world. As someone said "I'm not selling that bad baby". But I will certainly looking at IQE.

[apad] 20/7/2017 14:20

BVXP bid offer spread is £19/£18 !

Big I am committed to DOTD/TSTL, have been for ages, no opinion about timing.
BTW TSTL sells disinfectant not digital marketing :-)

I looked at Taptica and it frightened the knickers off me.
Doesn't mean it isn't a good company.

FWIW

apad

[lauders] 20/7/2017 14:12

Well done Big7ime on IQE and Apad on TSTL! Wish some of mine would start doing as well. Suppose I have FENR but not a significant holding there either unfortunately.

[big7ime] 20/7/2017 14:11

I'm not in digital marketing but maybe I should be

Which is the better buy right now do you think? TAP,DOTD or TSTL

Are they quite similar? Excuse my ignorance but have not researched, thought I'd ask you guys as a starter, can you point me to what's good/potential/bad/ugly

Ta

[apad] 20/7/2017 14:02

:-)


Looks like the market is 'getting' Tristel.
I'm not selling that bad baby!

apad

[big7ime] 20/7/2017 13:09

They have so many strings to their bow now, areas such as photonics, power switching, infra red tech, and vcel laser tech that future smart phones are going to be adopting which could explode in the next few yrs
Today's TA was particularly important for me as it virtually stated they have the tech to themselves and that they have signed several contracts
In other news apple are limiting the initial nos of iphone8 as one of their suppliers of component is not yet up to production speed, I think that could mean iqe with the new factory. It's all fitting into place if you link up all the dots and the margin is expected to be much greater on the latest wafers
Brokers are behind the curve and are likely to re-rate on results. Still cheap as chips

[apad] 20/7/2017 11:51

Well done on IQE, Big.

I came close a while back but decided the market it operates in was too scary for me.

apad

[big7ime] 20/7/2017 10:20

I timed my last purchase of IQE much better at 75p, recorded here and have also been increasing AMER, KIE, ANTO in the last few weeks, also noted here.

[someuwin] 20/7/2017 10:20

Small piece in todays Shares Mag

"Monthly sales at Venture Life hit five-year high..."

[big7ime] 20/7/2017 10:01

PRIM up 25% again, I must be dreaming

[big7ime] 20/7/2017 10:00

Red, not sure if that is sour grapes from bad timing on KAZ which I did advise holding, my suggestion for you is IQE which I believe will be as good if not better an investment than ARM was
Read the TU today and excellent thread to get some background (it's too tech for me to succinctly condense the amazing stuff going on there) and you will see how revenues and even more so - profits are set to multiply
It is one co you really don't want to miss having in your pfolio and one I am sure will take centre stage on this thread going fwd. GL

[hydrus] 20/7/2017 09:04

Megan it may come good - not writing it off but I even though I did ok I shouldn't have been quite as confident as I was. I won't be selling out completely as want to see if they can crack USA in time.

[piedro] 20/7/2017 09:00

Pleased to be holding MGNS ...

Shares in Morgan Sindall hit 10-year high after stellar first half


...

[meganxmas] 20/7/2017 08:59

yep fraid thats me too ... still hold 12000 shares but unfortunately now down £4k ... should have sold some ages ago. hoping that usa is sorted and back on proper growth trajectory ... model still looks good. should really buy when others are running but have enough thank you very much. at least have good holdings in tap and iqe which have nicely much more than offset whats going on here !!

[hydrus] 20/7/2017 08:55

Still hold (smallish amount) as not quite ready to fully let go lol

[apad] 20/7/2017 08:34

Indeed, MJ. Pity they don't do Jersey companies.

IAB interface is driving me nuts.

IG helpful and straightforward so far.

apad

[apad] 20/7/2017 08:30

Surprised that the BREE price isn't stronger, red.
apad

[melton john] 20/7/2017 08:23

Superb results for JIM

[redartbmud] 20/7/2017 07:58

APAD

Bree might have been a better selection as the sector pick in my choice for the competition.
Maybe next time that sector can be excluded in the interests of my sanity (and pocket)
Just joking :-)

Follow the man. Tom did it successfully at Bardon and sold out. Repeating the exercise, successfully, at Breedon.
Follow the man, Follow the man.


Rpc has perked up. Looks like Mr Market got that one wrong.
I know it is a parallel universe to most of the picks on the board. Still more to go in the medium term.

red