Venture Life Share Discussion Threads

[panic investor] 27/7/2017 10:43

thanks Red, yes I was. Thanks

[redartbmud] 27/7/2017 10:27

Panic

Are you referring to my comment on Lloyds?
Yet another PPI provision. This time £750m. The previous increase was 'supposed' to be the last one.

red

[janeann] 27/7/2017 09:19

hydrus - good call on BUR - was surprised at the decline early on.

[panic investor] 27/7/2017 08:56

G4m tomorrow - that has been confirmed

[panic investor] 27/7/2017 08:54

I think 8 or 9 but not set in stone - KWS reported a week early compared to last year

[apad] 27/7/2017 08:49

Is there a definite date for BOO, Panic?
There was an rns early Aug. last year.

Looks like the placing floor has been left behind.

apad

[panic investor] 27/7/2017 08:36

Hopefully BOO is about to start the move back up - reports in a week or so

[hydrus] 27/7/2017 08:32

Wouldn't be surprised to see BUR accelerate through the day.

[lomax99] 27/7/2017 08:22

Pleased with BUR, have been buying MGP on the dip.

If PAYS goes for £5.90 to the Blackstone/CVC consortium it will be a complete travesty, the share has been heavy manipulated (fake news, shorting, etc) leading up to this derisory bid.

[panic investor] 27/7/2017 08:21

Red - can you elaborate on that ?

[apad] 27/7/2017 08:18

www.visioneng.com/resources/case-studies/renishaw-gets-the-perfect-dental-fit

[redartbmud] 27/7/2017 08:11

Lloyds

The gift that keeps giving.

Open an account for £1 and get a welcome PPI gift of £5,000.

red

[redartbmud] 27/7/2017 08:10

APAD

I think they have 'issues' with selling additive machines.
That may be competition related or the customer not yet ready to buy. Is the product appropriate for the customer compared to competitor offerings?
Don't know the answer.
Time will tell.

Yes the Forex statement is garbage. Doubt Roberts could explain it if pressed.

Dental maybe but where is the marketing?
It should be rolling out by now.

red

[hydrus] 27/7/2017 07:54

BUR results look great happy with them.SUN - a very small holding - acquisition announced. I'm allergic to 'transformational' acquisitions. Hmm.

[apad] 27/7/2017 07:23

A very quick glance at WEIR (no longer hold) looks the same as the recent rns.
They wasted loads on hedging!

RSW
Looks very good on the whole - I think the market will like it. Cash flow statement is reassuring.

I've been maybe a touch harsh about the healthcare market - dental might be good.

Very disappointed about the tiny coverage of additive manufacturing.

Didn't understand this:
"During the year, it was established that certain foreign currency forward contracts used
future incoming currency cash flows did not qualify for hedge accounting. This has resulted in the prior year profit before tax being restated and as a consequence the Board has introduced an alternative performance measure, adjusted profit before tax, to report the profitability on the basis that all forward contracts are accounted for as effective hedges. This measure will be the basis by which the Board evaluates the Group’s performance as it better represents the underlying trading of the Group. The consolidated net assets and cash balances were not impacted by the prior year adjustment and the future cash flows remain unchanged."

apad

[janeann] 27/7/2017 07:15

PI BUR is simply stunning;

what a statement: Best ever results in Burford's history: 1H
2017 profit exceeds record profit for full year 2016

[panic investor] 27/7/2017 07:10

Crikey has anybody seen the updates from KWS and BUR !

[apad] 27/7/2017 07:02

I have sheryl, and the local restaurant says it is very popular with drivers. It's certainly to my taste cf competitors. I've tasted their cola - doesn't grab me but not revolting like coke!

I hope you weren't on the infamous Fastnet!

Scott on QTX:
"So for now, it's staying on my watch list. I'd be happy to buy some, but sub-300p is the sort of level where risk:reward would feel right for me. That said, a company with high margin, sticky recurring revenues, is likely to command a premium price. Plus, some investors may be happy to pay up, given the good growth in UK and overseas markets (e.g. France, and early-stage USA). So an interesting company, with great quality scores too."

apad

[sherylchan] 27/7/2017 06:57

Apad - have you tried Fevertree's Ginger Beer? brings back memories, during our Fastnet season - Dark n Stormies galore after harried sails !

[apad] 27/7/2017 06:07

FT:
"Emma Walmsley’s first big decision as chief executive of GlaxoSmithKline, to judge by most media reports, was selling the pharma group’s Horlicks drinks brand. But any notion that a background in marketing L’Oréal cosmetics made her more of a brand strategist than a scientist was neatly dispelled yesterday.

While not intentionally channelling her former employer’s adverts, she effectively told investors: “Here comes the science bit: concentrate.” And they were left to concentrate on the termination of 13 clinical programmes out of 100, plus 20 others at the pre-clinical stage, deemed “unlikely to generate sufficient returns”.

Such scientific discipline is needed. Second quarter sales growth was only 3 per cent with currency effects stripped out, and without looming competition to blockbuster drug Advair. Forecast growth was cut to a similar level. If Ms Walmsley’s restructuring can deliver £1bn of savings and boost free cash flow cover of the dividend to 1.5 times, it will have been more than worth it. "

[apad] 27/7/2017 06:05

FT:
"Fever-Tree
Tonic Water ingredients: Carbonated Spring Water, Cane Sugar, Citric Acid, Natural flavouring, Quinine.
Tonic Water price: 37.5p per 100ml.
Share price change since November 2014: 1,171.2 per cent.

Britvic

Tonic Water ingredients: Carbonated Water, Sugar, Citric Acid, Flavourings, Quinine, Preservative (Potassium Sorbate), Sweetener (Saccharin).
Tonic Water price: 31.2p per 100ml.
Share price change since November 2014: 3.4 per cent."

[apad] 26/7/2017 22:36

www.telegraph.co.uk/business/2017/07/25/carillions-risky-road-shows-short-sharp-shocks-building-long/

Interesting point about subcontractors and informed about the industry in general.

apad

[big7ime] 26/7/2017 18:09

I had cbuy too which I actually did well on managing to scale back before the collapse but net position was small profit
So selling the two were book keeping making me feel better but should have kept PHD

I had a look at XLM a second time but must admit the Israel and net cash reduction puts me off, acq of websites etc = capitalise costs which I don't like