Venture Life Share Discussion Threads

[janeann] 06/9/2017 09:35

I understand Kim eats camembert with a very expensive French red - but then trump isn't a lot better. Somehwre in the press recently but cant recall where.

[hydrus] 06/9/2017 09:32

I assume it's a leader of one of two countries but seems a surprising choice of food unless I've missed s story....

[hydrus] 06/9/2017 09:25

lol who's eating Camembert Jane?

[hydrus] 06/9/2017 09:17

ZOO is not difficult to understand (translation services for films/TV in simple terms) but it's historic performance until last year has been a bit weak. The gamble is that has changed and number of signs are there indicating it has. I'm under no illusions though, it's a microcap and you just never know. That's the risk I'm prepared to take.

[hydrus] 06/9/2017 09:11

Sold half my small PURP holding today. A smallish profit but I want some more cash on side in case markets turn a bit funny. It's been a great year but complacency is a killer I think.

[apad] 06/9/2017 09:10

Good luck on ZOO, mike.

I find such companies difficult to understand, e.g. PRSM, and am still mourning my idiocy in selling MCGN.

Memo to self: consult janeann.

apad

[113mike] 06/9/2017 09:03

Hopefully ZOO will do a BOO!

[apad] 06/9/2017 08:59

Didn't act on BOO at 226 yesterday.

241 this morning.

What an aptly named company!

apad

[lauders] 06/9/2017 08:19

News from SDX as well today Apad. Oversubscribed placing will hopefully be encouraging. Would explain recent weakness in the market would it not?

[apad] 06/9/2017 08:05

Nothing new in FARN interims.

Xaar has lost its shine.

apad

[thelongandtheshortandthetall] 05/9/2017 22:27

Very hard slog with zero subject expertise 😊

Thanks for your thoughts.

[apad] 05/9/2017 22:17

I seem to remember that currency advantage has already done much to offset the loss of royalties.

BVXP has elbowed its way into fourth place in Stairway ahead of Renishaw.

FEVR
BOO
ABC
BVXP
RSW
TSTL
SPX
AMS
PRV
HLMA

are 87% of Stairway.
HLMA is in stasis and PRV has had a steady decline. The rest are singing for their supper.

apad

apad

[madmix] 05/9/2017 21:49

Hydrus,

"BVXP powering away again. I trimmed it a few weeks ago doh. However still my second largest holding by some margin."

Also my second largest holding by some margin. I have no intention of top-slicing this one, and even bought a few more first thing yesterday at 2325p.

After the recent rise, the PE is still under 30, which isn't too demanding in the current market for such a top class company. By comparison, ABC is on a PE of 43.

But of course most of us around here prefer Price / Cash flow anyhow. ;-)

Hopefully Troponin sales will more than offset the £800k lost from the 'other' product expiry.

[andy pipkin] 05/9/2017 21:01

Apologies, I got that wrong. DEST is in phase 2, not 3, but the fast track status applies. Phase 1 is complete.

They've been working on this for several years, and all the indications are that they have cracked the hospital superbug problem.

As with all speculative shares with this much potential, its not without risk, but with CMS, the Americans and Wellcome involved, the chance of success here is that much greater.

Long patents too.

[toptrump1] 05/9/2017 20:52

Only fools follow these, Don't trust sites like stockopedia and Paul Scott. They are failed traders who have to make a living writing for these sites. Others like ToM Winnifreth buying shares then tipping then, a scam you should really be wise to if you know anything.

[big7ime] 05/9/2017 20:32

I stay clear of research phase Pharma stocks especially US ones

[apad] 05/9/2017 20:17

A small starter concentrates the researcher's mind, tlst.

My advice would be to look outside of the business press in addition to following the investment news stream. It's a hard slog without subject expertise, but a bit of naivety can be an advantage.

apad

[thelongandtheshortandthetall] 05/9/2017 20:13

Thats fine buddy.

If its any good to you. Good luck.
I'll remove the post.
Might buy a very token amount.

Cheers

[apad] 05/9/2017 20:11

Too much responsibility tlst.
Sorry.
apad

[thelongandtheshortandthetall] 05/9/2017 20:06

Duplicate post.

[apad] 05/9/2017 19:38

This is 2010. "It's a Long and Winding Road"

"The results of this multistep passage resistance study clearly demonstrate that XF-73 has potential significant advantages over existing topical antibacterial compounds with regards to the emergence of mutational resistance at subinhibitory concentrations. No >4-fold increase in MICs for XF-73 was observed after 55 successive passages at subinhibitory concentrations for four NARSA strains. XF-73 may potentially provide a significant addition to the antibacterial armamentarium for topical bacterial infection prophylaxis and treatment. XF-73 is currently undergoing clinical trials for the nasal decolonization of S. aureus, including MRSA."

apad