Venture Life Share Discussion Threads

[melton john] 18/8/2017 08:56

IQE under the cosh today. Could fall further to support level. I think it will be interesting when the Yanks wake up, they gave it a pasting yesterday.

[al101uk] 17/8/2017 15:39

I use this handy utility for RNS's which hooks in with Investigate to send you mail/mobile notifications when RNS's are released:

hxxps://www.rnsalert.com/

[seroserio] 17/8/2017 15:13

Director deals


Ex-dividend dates


Short tracker


Company announcements


Charting


Indices/live commodities etc

[apad] 17/8/2017 13:58

Yup.
Dixon has bought 7 times since 2011 and this is her first sell.
Don't trust a word I write :-)

I've bought 24 times since 2014.
Average price 101p.

FWIW

apad

[piedro] 17/8/2017 12:49

LOL
And I thought you kept notes
Trivia >> TSTL bb
:-)

[apad] 17/8/2017 11:59

Probably an incorrect memory, Piedro. If you don't remember it, it probably never happened.
Anyway it's pretty trivial.
apad

[redartbmud] 17/8/2017 11:55

Piedro

Not easy to read. lifted from Hargreaves Lansdown - director deals.
Tstl
Date Director name Director's position Deal type Number of
shares dealt Price Value of trade Director's shares
remaining
07 Apr 2017 Soler, Francisco Chairman of the Board Regular sell transaction (market) 2,500,000.00 £1.75 £4,375,000.00 8,413,834.00
07 Apr 2017 Swinney, Paul CEO Regular sell transaction (market) 689,371.00 £1.75 £1,206,399.25 240,629.00
07 Apr 2017 Barnes, Paul Company Secretary Regular sell transaction (market) 140,000.00 £1.75 £245,000.00 590,180.00
19 Aug 2016 Haeber, Astrid CEO (subsidiary) Sell (option related) 97,500.00 £1.28 £125,034.00 n/a

red

[piedro] 17/8/2017 11:26

APAD,
"Director sold a small amount of TSTL - she's done it before so I don't think it's significant."

Really. When?

[big7ime] 17/8/2017 09:38

Thanks Lauders. Melton John you weren't wrong about IQE, the value reached £1Bn Monday but the jitters are setting in. I agree the thread is just positive and doesn't ask questions of possible downsides
Taken some more off the table for now

[redartbmud] 17/8/2017 09:22

Boom Boom....

red

[melton john] 17/8/2017 09:16

Conversation with my good lady over breakfast, me "I hear there's a big fire at Glasgow Fruit Market". She said in surprised voice " Oh, I didn't know they had a fruit market ". Billy Connoly has a lot to answer for.

[redartbmud] 17/8/2017 09:06

dacian

I am a buy and hold guy, but markets have changed in nature since I started investing around 1976.
Technology has brought down the cost of dealing, electronic platforms allow real time trading and there is so much data that can be accessed that it is impossible to absorb it all.
A new class of investor has joined the party and the general mindset of society has swung towards instant results and throwaway objects - including partners or even spouses that are going out of fashion.

APAD has referred to my odd deals as 5% trades. Until around 6 months ago that number was often available over a very short time. Volatility isn't quite as predictable now. Most of my trades are to consolidate existing holdings. The aim is to add a few shares, bring down the average cost of the holding and increase tge dividend yield.
I have a big holding in SSE in a Sipp. I want to hold for the yield although the sector has government/social issues that create big headwinds.
On Xd date, I bought 250 @ £13.787p cost £3473.05. Lat time I checked, I could sell @ £14.35 for a profit of £105.50 or 4.083%. It was a safe trade, and one that I have done several times previously. Holding for the present as I think (hope) that it has further to go.

red

[apad] 17/8/2017 08:05

ps
See what you mean about the GAW rocket ship!

[apad] 17/8/2017 07:53

Commiserations, Lauders. To limit such losses I used to have the 10% rule, but I drifted.
My FEVR gains are mind blowing and red's comments above are very relevant.
Although it's not just small caps that can "go down the snake" in an eye blink - it's that you can't get out!

Director sold a small amount of TSTL - she's done it before so I don't think it's significant.

Vectura say they are in constructive talks with the FDA about their alternative to GSK's Advair.

Had another look at Porvair - one I should have top-sliced on the results. I suspect that they have finished their decline now, but I am not inclined to increase.

I get that point on FFX, mod, (like the FairBank comment) but I am surprised that CardOne (which specialises in banking for those who cannot get it elsewhere) is an appropriate acquisition. This is where I have to assume the merchant banker CEO knows what he is doing and is not just an old man in a hurry.

Mincon (used to own but got fed up of divis in euros - mistake!) results look excellent at first glance. One of those family firms - it's a goody.

Woke up in Dorset - really scary to be in the UK, hope they'll let me back on The Rock.

apad

[lauders] 17/8/2017 01:57

Thanks for the puppy news Apad. Not a good day for me yesterday. Not only did the puppy decline (again) but my largest holding (by a mile!) sold off significantly on poorer than expected results and low precious metal prices. The latter have risen quite sharply overnight though so perhaps it may be a better day today? I am still in profit with the holding but took a severe "hit" yesterday. I could buy a decent car with the loss to put it into perspective! Was thinking of top-slicing before the results too and put the money into safer BVXP which is why I was asking before really. Oh well.... HOC are still a good company even if I received a knee to the groin yesterday. MSLH release their results today which I also hold. Sincerely wishing for no more knees in the groin. Two on consecutive days would not be pleasant at all!

[redartbmud] 16/8/2017 23:08

dacian

You can only make a decision based on the facts at the time and your own interpretation of the situation.
As long as you get the majority of decisions right then you will be doing much better than the majority.
I often get my timing of purchases better than the sales. I see a profit and become too cautious and eager to preserve it. Try as I might, I just cannot kick the habit. It is called premature something or other, or so I believe.
In many cases, I am trading shares that are part of an existing holding, so that is the way I rationalise what I have done. No sensible excuse though.
APAD has the approach that unless something changes then continue to run winners. That is easy enough, except when forward projections reveal quite tough growth targets. If a small cap share fails to meet the consensus view of a very small number of tintins then it disappears down the snake faster than you can blink. that is the rub, and then 20/20 hindsight is a bitter pill to swallow.
Keep striving for perfection and when you BTFD, get as close to the low as possible sell when you feel comfortable.
Investing is fun......?

red

[redartbmud] 16/8/2017 20:44

APAD

Castings reorganized the machine shop by extending the building then moving the kit.
Better layout, more efficient, new machines and extra space for more capacity as and when.

Seasoned sailor like you, they could give you a go on the bridge to alleviate boredom :-)

red

[modform] 16/8/2017 20:42

Dacian , I am still puzzled on what basis you sold GAW. Fundamentally it looked very cheap, and technically it looked fabApad, FFX is concentrating on corporate , that's where the majority of growth came from and that was emphasised on the video. The reason for cardone buy is the access to many company cardone has access to and the opportunity for cross selling. In near future it will change it's name to FairBank since the FX side is only a small part of the revenue .

[apad] 16/8/2017 17:56

Pedigree Chum

www.shareprophets.com/views/30973/jim-mellon-s-fastforward-innovations-details-finally-come-out-of-the-schoold-merger-horror-show-shareholders-look-away-now

apad

[apad] 16/8/2017 16:44

FWIW
Just been musing about FFX (on the boat to England). Interim rns said that corporate growth was 93% and the CEO's reply to me about CardOne emphasised its corporate side.

The markets are ebullient. My daughters think I am a genius - I haven't had the heart to disillusion them.

apad