Venture Life Share Discussion Threads

[apad] 08/9/2017 13:19

A good read:

www.ukvalueinvestor.com/2017/09/selling-braemar-shipping-services.html/

apad

[big7ime] 08/9/2017 13:14

I'd never invest in clothing or consumer goods, manufacture or sale of. If that means I miss out on one or two flyers so be it but both sectors have too much risk and are littered with failure I cannot invest in these ever. Just my opinion

[apad] 08/9/2017 12:08

I'm in for the ride, H..
As far as I know their patents haven't been challenged - a patent battle could be a serious issue.
However, the more of an international presence they achieve the less important this becomes.
apad

[hydrus] 08/9/2017 11:53

You may be right. I've been in since 90p but thought it was overpriced based on my concerns about lumpy orders at 125p (oops) and reduced my holding. Oh well added back at 220p having concluded I was probably wrong.

[apad] 08/9/2017 11:43

Hydrus, one thing to note about TSTL is that the senior executives have been granted options at 65p that can only be exercised if the company is acquired.
500,000 for the chairman.
They expire in October 2019.

I reckon they are going for this.

apad

[madmix] 08/9/2017 11:00

Some interest in FARN this morning. Added a few at 725p earlier.

[big7ime] 08/9/2017 10:21

I'd say it's the terminal decline of the pubs business, would you buy a pub?

[someuwin] 08/9/2017 09:22

Northland Capital has put out a note on VLG today, but I haven't seen the details yet.

[apad] 08/9/2017 09:18

Headlines say GNK drop is due to consumer confidence.

I'm not so sure, it could be that their food offerings are suffering from quality and competition.

The heady days of its expansion by acquisition are long gone for sure. It's now just another ordinary, big player in an over-provided market.

Woodford gets all the headlines and Terry Smith delivers.

apad

[qs99] 08/9/2017 09:14

great thanks.....await another Midas update in Mail IMO which will get these back to the previous high given their readership! GLA and DYOR

[someuwin] 08/9/2017 08:55

Venture Life Group (VLG.L, 58.00p) – Speculative Buy
Venture Life Group ('Venture Life'), the international consumer self-care group focused on developing, manufacturing and commercialising products for the aging population, yesterday announced the signing of new long-term distribution agreements for two of its products; UltraDEX and Myco-Clear. Polipharama Benessere Srl ('Polifarma'), a well-established pharmaceutical sales company, will market and sell the Group's UltraDEX oral healthcare product range in Italy, into both the dental and pharmacy channel. Polifarma is planning to launch the UltraDEX range in the Italian market early 2018. For its new in-house developed product Myco-Clear, a topical treatment for Onychomycosis (fungal nail infections), the Group has signed long-term distribution agreements with United Health (cover marketing in Egypt, Kingdom of Saudia Arabia & UAE) and Ecopharm (Bulgaria). Myco-Clear has been developed to treat discoloured, misshapen nails on both the hands and feet as a result of aesthetic issue and the underlying infection, and is the subject of a patent application. Myco-Clear has been approved as a Class IIa Medical Device in Europe and the Group commenced clinical programme to strengthen the package of data around this product. In addition, the Group said sales data for Lubatti, the luxury skincare range, in China for July 2017 showed record monthly sales since its launch in January 2016, supported by continued investment in sales and marketing by its long-term partner, Gialen. Venture Life's CEO, Jerry Randall, commented "The continued commercial success across our portfolio continues the momentum seen in the first half of 2017". The Group is scheduled to release its interim results on 21 September 2017.

Our View: Venture Life continues to demonstrate the international growth and expansion of its products. The latest partnership for UltraDEX brand resulted in the opening of nine new markets since the acquisition of Periproducts Limited back in March 2016 (now fully integrated), seven of which are in Europe, including Italy and Spain. The recent trading update, released in July, noted that UltraDEX has achieved record monthly gross sales in June 2017 with continued growth in the UK, with many new store listings taking place since then. The Group is in discussion in many other countries, including within Europe, noting it expects to deliver "more news in this regard in the near term" and reiterated its target to establish distribution partnerships for UltraDEX in 30 markets by 2020. It is also worth highlighting the Group's ability to secure long-term distribution agreements for Myco-Clear before the completion of clinical trials, which demonstrates high interest for the product, as currently available alternatives are said to have limited efficacy. Venture Life's trading update for the 6 months ended 30 June 2017 announced on 12 July 2017 demonstrated revenue growth of +28% and like-for-like growth of +18%, against the comparative period. Given continued growth and momentum, along with synergies and profitability expected to accrue for the full integration of Periproducts Limited, Beaufort reiterates its Speculative Buy rating on the Shares.

[hydrus] 08/9/2017 08:13

Another Woodford clanger - BMK Almost seems like he picks the exact opposite of good quality companies to invest in.

[modform] 07/9/2017 19:07

Apad, I don't like JDG CEO either, I think we are of the same opinion here, but the reason for the buy was because it is fundamentally cheap, and I like the technical side of it.I am more inclined to back MIDW, and I have more invested there than JDG.FDEV, thanks for the posts, very informative.

[big7ime] 07/9/2017 18:35

Anyone in QXT? Some major holdings changing hands today by the looks, expect hdgs rns soon. Imo it is a takeover candidate so I looked into the US competitors and They are huge valuations in comparison
Here's a few of them I found in this article:

[allstar4eva] 07/9/2017 18:30

Re: FDEV perhaps longer term that is a risk however short term lumpy earnings may be main the issue? Broker forecasts for 2019 are based on jurassic park sales of only 1.5m units. Apparently the median sales figure for games based on the highest grossing film franchises are over 8m units! Now clearly we do not know how the sales will do however if they can get anywhere close to the median numbers then sales revenue in 2019 will literally explode.

It is worth looking at the recent broker notes before assuming that it is overvalued.

[apad] 07/9/2017 17:24

Blimey, al1o1, you have just made me want to buy some shares.

I'm in awe of Raspberry Pi and hadn't made the connection!

Destined for a burn out, but hey what a way to go.

Brilliant. Ta.

apad

[hydrus] 07/9/2017 17:03

Thanks for your input al101, I really appreciate it

[al101uk] 07/9/2017 16:49

Dave Braben is by all accounts a great guy, a genius when it comes to technology. I've seen him compared to Steve Jobs in his vision but lacking the ruthless nature. He's as passionate as they come and that is displayed in his founding of the Raspberry Pi Foundation (charity) and his passion for the new Elite game he so doggedly ran with.

But he is also a romantic who idealises originality. He opined on the lack of interest of big publishing companies when he was pitching Elite Dangerous, on reluctance to take risks on a game that wasn't just a clone of a current product.

I suspect FDEV is his way of breaking free of the confines imposed by big publishing houses and I suspect that his 50%+ stake has more to do with his ideology than his confidence in his business acumen.

Uncharted waters is exactly where I'd place him, it will be interesting to see how he gets on. Will he be the Steve Jobs of the gaming world or will the initial success crumble as the pressure mounts to release new IP year after year.

I'd certainly consider it a high risk bet.

[janeann] 07/9/2017 16:19

acso showing a bit of strength for a change - perhaps in advance of the results on 20th sept

[hydrus] 07/9/2017 15:26

Also added to TET today. Good company.

[hydrus] 07/9/2017 13:42

Al101 - I guess from what you are saying Braben is in unchartered waters. Which means that it is quite a big gamble in some ways to bet that he can start pulling out more frequent hits. The valuation of FDEV builds in quite a bit of future success. However, perhaps one can give him lots of credit for making the most of his two big ideas to date and turning them into multi year revenue generating streams? With more capital perhaps he can speed things up. I can see however that all it takes is for one of the planned annual releases to go wrong for the share price to dive massively. Perhaps my superficial knowledge here is dangerous. It doesn't have the same kind of long term stable financial track record which supports a relatively superficial knowledge of the product superiority in a few other investments I have. There are even some investments where I have a good knowledge of the product ;)

[hydrus] 07/9/2017 13:30

Good post A101 - one to mull over

[apad] 07/9/2017 13:14

mod, I am hugely prejudiced about JDG.
I watched an interview with the CEO and thought he was a complete idiot who had stumbled on a couple of success stories.
I couldn't see any pattern in their business processes and the big chief kept talking like a complete poltroon.
After that, of course, the share price went from strength to strength :-)
FWIW!
apad