Venture Life Share Discussion Threads

[qs99] 07/9/2017 13:07

Will be interesting to see whether this get's picked up in the press. Didn't Midas tip this before summer when it neared 90p?

[modform] 07/9/2017 13:06

MIDW, JDG both look pretty good imo

[apad] 07/9/2017 13:00

Impressive, al101.
Thank you. It confirms my incompetency :-)
apad

[toptrump1] 07/9/2017 12:50

Did Paul Scott tip it?

[apad] 07/9/2017 12:13

I'm not bad at BVXP tech. Hydrus, and have enormous confidence in the way Harrison plays the game.
Very conservative and huge experience.
A 'manager' would make a right dog's breakfast!
I suppose the thing is there is no fashion element to the take-up:-)

So, yes, you have to back the man and keep an eye on gamespot.

I am still puzzled about the lacklustre performance of Halma.
Anyone any ideas?

Pitch perfect timing on TSTL, H.

apad

[hydrus] 07/9/2017 11:59

I am not competent at that either APAD - my bet is that the CEO is competent. I'm relying on him much like I am with the CEOs at EAH, BVXP whose products I can only superficially understand.

[apad] 07/9/2017 11:31

Just so, H.

One of their games was pulled earlier this year:
www.gamespot.com/articles/elite-dangerous-pvp-spinoff-pulled-from-sale/1100-6447823/

I guess I can't see me being competent with following the success or failure of this sort of product.

Interesting though - good luck.

apad

[apad] 07/9/2017 11:23

Been looking at graphs and Renishaw has increased 85% this year!
The rise has been incremental to the point of being unnoticeable.

I'm not sure why?
It's certainly something I wouldn't have predicted at the beginning of the year.

By way of some sort of comparison SPX is up 35%.

I would value your view if you manage to escape Fawlty Towers, red.

apad

[hydrus] 07/9/2017 11:18

On FDEV the founder has a very large holding, clearly knows how to make successful games so really it's a punt on him continuing to produce blockbusters and more frequently with more capital as the business grows. That's what it boils down to in my view.

[toptrump1] 07/9/2017 11:14

That explains the rise

[apad] 07/9/2017 10:40

I suppose so, bamboo2, but my looking at FDEV has produced the, probably superficial, judgement that their major changes have worked through to produce todays outstanding improvements. It's in an area about which I know nothing.
A poster who tracks games ratings would be an asset.
It's not my success its your success, and I can't buy shares in companies I don't believe I understand.
Anyroadup, it's such high profile that I wont be able to not notice it :-)

BOO appointed a french NED and the shares jumped - why!
My laziness in not buying more at 226p a couple of days ago is biting hard.

apad

[toptrump1] 07/9/2017 10:19

Blimey, are you all following the same tipster?

[madmix] 07/9/2017 10:17

APAD,

I thought I'd missed the boat on FDEV when I bought in for the first time last week at 1050p. Not too late if you believe in the long term story IMHO.

[bamboo2] 07/9/2017 10:14

APAD, in your post to janeann about topslicing you forgot to add the bit about 'not punishing success'. It's a very good choice of words and is sound reasoning along the lines of cutting losers and running winners.

Surely though, that is also the case with the ones that got away like fdev, for example. Viewing them as missed boats, is also punishing success.

[ny boy] 07/9/2017 10:05

What's the story here, anyone Bottom fishing yet?

[apad] 07/9/2017 10:04

ps
FDEV seems to fall into my missed the boat category :-)

[apad] 07/9/2017 10:02

Just looked at the Wiki entry for FDEV, Hydrus.

Interesting. They seem to have changed from a studio + own games to their own games in the last couple of years. Closed down Canada office. Don't work for Msft anymore.

I can see that if their products are successful they will be highly cash generative, so the investment case depends on the popularity of their offerings.

Is that about right?


Good move on TSTL I reckon. They don't tend to go lower on the moving averages cluster than this.

apad

[hydrus] 07/9/2017 09:41

Added a few extra TSTL this morning.FDEV - CEO has a very obvious ambition to grow to become a large global company and based on success so far I think they've got an excellent shot. I'll be holding on for a few years. Their revenue will always be a bit lumpy but that's fine as the market knows that.

[qs99] 07/9/2017 09:05

well this was 85p a few months ago and IMO nothing has changed other than a positive update, so DYOR but plenty of upside if tipsters are reminded of this again!

[apad] 07/9/2017 08:54

ps
Between 400p & 450p (currently 457p) PRV could be a good buy.
FY not until January so plenty of time.

[apad] 07/9/2017 08:32

Porvair has crashed through its 200 day SMA after a sustained rise.

The reason is that its forecast growth rate, in single figures, did not justify its valuation.

At some point it will be good value - wait for the downturn to level out.

Its technology is excellent.

It is having difficulty with metals filtration in China. It competes on quality, not on cost.

Most of its revenue is not in metals.

It pays its CEO too much.

apad

[masurenguy] 07/9/2017 08:13

RNS Number : 0498Q
Venture Life Group PLC
07 September 2017

Distribution partners and Lubatti China update

Venture Life Group plc (AIM: VLG), the international consumer self-care group focused on developing, manufacturing and commercialising products for the ageing population, announces the signing of new long-term distribution agreements for its UltraDEX(R) range and Myco-Clear(TM) range of products. In addition, sales data for the Company's Lubatti range in China for July 2017 shows record monthly sales since launch in January 2016.

UltraDEX - success continues

Venture Life has partnered with Polipharama Benessere Srl ('Polifarma') a well-established pharmaceutical sales company to market and sell the Company's UltraDEX oral healthcare product range in Italy. Polipharma is a well-known distribution company in Italy selling into both the dental and pharmacy channel, and they plan to launch the UltraDEX range in the Italian market early next year. This partnership marks the continued international expansion of UltraDEX brand, which has now been partnered in nine new markets since being acquired by Venture Life in 2016, seven of which are in Europe, including Italy and Spain. The Company's goal is to gain established distribution partnerships for UltraDEX in 30 markets by 2020, and remains on target to achieve this. In the 12 July 2017 trading update, we reported that record monthly gross sales for the UltraDEX brand were achieved in June 2017. The brand continues to grow in the UK, with many new store listings taking place since then.

Myco-Clear

In addition, the Company announces the first group of long-term distribution agreements for its new in-house developed product Myco-Clear, a topical treatment for fungal nail infections. Signed distribution agreements now cover marketing in Egypt, Kingdom of Saudia Arabia & UAE through United Health, our new partner, and within Bulgaria through Ecopharm, which is already an existing important partner for three of our existing products. Myco-Clear has been developed to deal with both the aesthetic issue of the condition and the underlying infection, Onychomycosis (fungal nail infection), which causes discoloured, misshapen nails on both the hands and feet, and is the subject of a patent application. This product brings innovative design to an area where some current products often have low levels of efficacy. As announced previously, Myco-Clear is now approved as a Class IIa Medical Device in Europe and following that approval, the Company's clinical programme is now well underway to strengthen the package of data around this product.

Lubatti China update

Following the launch of Lubatti, our luxury skincare range, in China in January 2016, our long-term partner Gialen has continued to invest in both sales and marketing in order to grow the brand in that region. This continued effort by Gialen has seen the monthly sales figures for the Chinese market continue their upward trend and July 2017 saw it reach its highest level since launch. The continued growth of Lubatti in China has resulted in a number of re-orders for the product in 2017, and more details on the successful roll-out of this range will be provided in the Company's half-year results on 21 September 2017.

Commenting, Chief Executive Officer, Jerry Randall, said: "Appointing a partner for UltraDEX in another of Europe's major markets demonstrates the continued growth and expansion of the brand that we had expected. Discussions continue in many other countries, including within Europe and we expect to deliver more news in this regard in the near term. I am also delighted to see the first deals completed on Myco-Clear, ahead of the completion of our clinical trials, demonstrating the strong demand for this product; finally the continued upwards trajectory of Lubatti in China is very pleasing and testament to the strength and investment of our partner Gialen, who we now understand have opened their 2,000(th) store in China. The continued commercial success across our portfolio continues the momentum seen in the first half of 2017."

[someuwin] 07/9/2017 08:07

Very good update!