Venture Life Share Discussion Threads

[apad] 26/7/2017 17:58

Sold mine at 93p, back in the day, Big.
Got scared 'cos I didn't understand the company or like the cut of the management's jib.
apad

[big7ime] 26/7/2017 17:51

Bloody hell, I thought I had done well to double my money selling PHD at 85!!
Just checked the price, dah!

[petersinthemarket] 26/7/2017 15:24

Serious break out in DIS today - not sure whether it's the Fever Tree link or the pending US distributor but a rise of 0.5 on a 3.0p stock is intriguing.

Looks like break out at IQE too. Potential Apple connection keeps things simmering.

I bt some more PTSG this morning - I'm pretty sure a break out is due there soon.

Extremely disappointed with SDI results today. Pondering sale at marginal profit.

Despite all the hype earlier this year, SDX still falling away. I'm still hanging on and hoping.

I suspect TRI has run it's course for now - I'll probably bale soon, subject to 27July AGM outcome.

Chart suggests plenty of promise still in XLM. Might continue stake building here.

I'd lke to get into PHD, but I'm waiting for the dust to settle on the reverse takeover (31July) first.

[big7ime] 26/7/2017 14:31

The shale oil facade is unraveling

"While the bearish thesis has yet to play out, moments ago Anadarko poured cold water on US energy investors after it missed earnings badly, reporting a Q2 EPS loss of 77c, more than double the 33 cent loss expected. However, what was far more concerning to shale bulls (and perhaps oil bears), is that the company admitted that it can no longer support its capital spending budget, and it would cut its 2017 capital budget by $300 million, becoming the first major U.S. oil producer to do so, as a result of depressed oil prices. In March, Anadarko had forecast total 2017 capex of $4.5 billion to $4.7 billion, a continuation of the recent CapEx rebound which troughed in Q3 2016."

[apad] 26/7/2017 13:12

Been thinking about the same thing, sheryl.
apad

[sherylchan] 26/7/2017 12:57

FARN - looks like the Summer lull has flushed out a few sellers, will have to dust cheque book out to BTFD with price at a 6 handle

[thelongandtheshortandthetall] 26/7/2017 12:38

well done on Fevr APAD.
good luck to ya!

[apad] 26/7/2017 12:15

FEVR - similar pattern to last time.
Initial markup on results I believed were in the price.
Followed by no pull back.
apad

[big7ime] 26/7/2017 11:48

IKA showing some movement after a dismal period as holders lost patience awaiting license deals for their solid state battery.
These things always take much longer than shareholders expect so could be a good time to get in at the bottom for the next bit of excitement.
Apad I know you wouldn't but with your background in materials do you know of this co,have an opinion? Thanks

[big7ime] 26/7/2017 11:24

Taken an initial stake in BQE
With the new portfolio of products doing well could be the start of something sweet
I'll increase if any pullback before next update as my timing isn't always great or on a good further update

[melton john] 26/7/2017 11:11

My little punt on ANG the day after they listed is doing well. Hoping it will be another G4m. As I walk around local lakes and canals, I see anglers with truck loads of kit, on-line buying can give a great range that a physical store can't afford to stock and next day courier for baits is easily doable.

[redartbmud] 26/7/2017 10:37

Bur

Bought 2 lots of the Capital notes, Bur1 and Bur2. Not brave enough to buy the shares.
I must be Bipolar.

red

[apad] 26/7/2017 10:18

ps
I'll be interested to see a more timely perspective on BQE.

[apad] 26/7/2017 10:16

One reason I dumped BQE and kept TSTL was that BQE sells some expensive kit, so it's performance depends somewhat on capital spending programs.

There are a number of companies in that field who also use hydrogen peroxide vapour.

I see no reason why such companies should not use chlorine dioxide to gain an advantage, although I don't know of any who do.

Of course Tristel products are consumables.

Health warning - my research is not up to date.


The presentation by Walters (QTX) is very interesting. They are promoting their safe speed software (compares average speeds not speed limits) back into the insurance market and he mentions some dissatisfaction with products from lower cost rivals. Definitely a BTFD candidate.

apad

[big7ime] 26/7/2017 09:46

Yes, looks interesting. Great nos.
will it be a threat to Tstl?

[hydrus] 26/7/2017 09:43

This is why I like this thread - hear about companies that would never have found.

[hydrus] 26/7/2017 09:42

Bought a starter stake at 198p. Looks like it's on a PE of about 15 taking into account cash. I'll research more thoroughly later.

[hydrus] 26/7/2017 09:24

APAD Bioquell - not heard of it until you mentioned it but looks interesting. Not particularly expensive and growing well now. Cash generative, high Director ownership. Hmm one to look into further thanks.

[apad] 26/7/2017 09:19

H, not a bad plan for QTX. I reckon they'll fall out of favour then drift.
No more news until the new year -it'll fall completely off the radar.
I'm on a 25% profit and a nearly 4% yield so am trying to learn patience.
Walters' presentation on their website is good. Haven't bothered with the FD presentation.
apad

[hydrus] 26/7/2017 09:07

Panic I also hold BUR - it's a little uncomfortable as I'm not sure about barriers to entry longer term. However I suspect their current portfolio of cases is worth significantly more than the Mcap - although that's just my gut feeling. Anyway it's less uncomfortable when it keeps moving higher.

[panic investor] 26/7/2017 08:58

BUR reports tomorrow - just moved through a tenner - won't understand half the RNS when it lands though :-)

[hydrus] 26/7/2017 08:54

QTX - as expected but the PE is over 30 and there is limited growth (in short term) I have attempted a trade. Sold some with plan to buy them back. I never do that - for a reason! Probably won't end well.

[redartbmud] 26/7/2017 08:32

Vanl

Steady.
The shares came off from 120/130p when their March trading statement flagged up a delay in the start date for a couple of contracts and that caused the wobble.

22 March 2017
The Company now anticipates the start date for several of these contracts will be delayed beyond the end of the current financial year and, in a small number of cases, the expected call-off schedule and distribution of work packages may be revised. Whilst Van Elle still expects to deliver a number of these contracts on revised time schedules, the Group will not receive the previously expected contribution from them in the current financial year. As a result, the Board now expects to deliver full year revenue of approximately £93 million, some five per cent. below its previous expectations"

Result
Group revenue increased by 11.8% to £94.1m (2016: £84.2m), with growth in all four divisions
Robust operational performance and impact of sales mix delivered gross margin of 35.5% (2016: 36.1%)
Underlying EBITDA increased by 12.9% to £16.3m (2016: £14.4m)
Underlying operating profit increased by 4.6% to £11.6m (2016: £11.1m) reflecting sales mix effect and overhead investment
Progress in delivering the growth strategy - increasing the service offering with new techniques, rigs and geographical presence
Strong balance sheet with net debt at 30 April 2017 of £1.5m (2016: £8.3m)

Operating cash conversion (%) 91.9% (2016 79.6%)

The market is tough at present. Margins are under pressure and new business is not so easy to come by.
No explanation for:
Reported operating profit (£m) 9.7 (2016 11.1) -12.2%
Progress in delivering the growth strategy - increasing the service offering with new techniques, rigs and geographical presence.

Seems like steady as you go for now.

Small holding at an average of 91.9375p.
I would expect the share price to be underpinned by the results at these levels.

red

[apad] 26/7/2017 08:17

Market loves BQE.

RSW FY tomorrow. I'm most interested in progress on additive manufacturing. I view healthcare as advertising. Should be some currency benefit.
Sharpen your pencil, red.

apad