Venture Life Share Discussion Threads

[apad] 12/9/2017 09:09

www.malcysblog.com Big7.
Informed comment, experience, but with the caveat that he depends on access to O&G management, so needs to be interpreted.

We've discussed SPX a few times, attrader. Worth searching the thread, perhaps.

I was pleased with the lack of reaction to FARN interims, madmix, but that buy has put the cat amongst the pigeons.
I was also going to increase :-(

apad

[modform] 12/9/2017 08:21

A good set of results my MIDW, happy to hold for now...

[discodave4] 11/9/2017 22:07

dacianAlso had UPGS on my watch list since June.........not read today's results in depth but a beat market expectations followed by a profit warning for next FY!.How can a supplier of cheap goods have orders cut due to reduced consumer spending - don't people economise and buy more cheap goods in a recession?, might do likewise and buy their shares in a half price sale!.DD

[apad] 11/9/2017 18:27

www.youtube.com/watch?v=vNOV4nlOHtQ

apad

[madmix] 11/9/2017 16:37

FARN director buy. 63k at 725p so pretty material. Glad I topped up last week. Still a small holding for me though.

[qs99] 11/9/2017 15:31

well a nice positive day...more to come me thinks....results due next week GLA

[attrader] 11/9/2017 15:18

I am impressed by Spirax after reading through business model and annual report. Why did not I read it earlier ! Had a cursory look at Porvair, and like the way they position themselves towards quality. Will research more.

[big7ime] 11/9/2017 10:57

Malcy = Malcolm Stacey?

[apad] 11/9/2017 10:13

ABC
My figures:

2017 2016 2015
16.3 12.7 7.4 Free cash flow per share
1.7% 1.7% 1.4% Free cash flow yield per share
(current free cash flow yield per share 1.5%)

Looks like these results are all in the current price.

A quick look throws up no problems.
They're spending a lot on the new Cambridge headquarters.

apad

[daniel levi bmd] 11/9/2017 10:08

FYI

This really needs to be read in full.

Angus Energy 'Captain Ramptasic' Lenigas Exposed!

Dan
x

[apad] 11/9/2017 09:54

Thanks folks.

ABC hedging
"At 30 June 2017, the fair value of contracts held as cash flow hedges is a liability of GBP0.1m (2016: liability of GBP8.6m). The remaining contracts are not held as cash flow hedges. The gain on the financial assets at fair value through the profit and loss account was GBP1.2m (2016: loss of GBP2.4m). The gain of GBP8.6m (2016: GBP10.8m loss) recognised through comprehensive income is the combination of fair value gains in the year of GBP1.2m (2016: GBP8.6m losses) and transfers to the income statement of GBP7.4m (2016: GBP2.2m loss) included within administration and management expenses."

apad

[janeann] 11/9/2017 09:38

abc results - not showing on some sites for some reason.....

[madmix] 11/9/2017 09:32

Yes, ABC results have been released APAD.

[apad] 11/9/2017 09:21

Winnifroth will be charging £6 a month for access to his bearcasts in future.

My SOU is still up 60% (has been up 120%) after Malcy, Big. Sold a few SOU to buy some SDX (now at breakeven).
They're not investments, but good fun.

apad

[hydrus] 11/9/2017 09:18

ABC results were released at 7am I think

[qs99] 11/9/2017 09:11

results next week and further tips (hopefully) should make these IMO push further towards previous highs...DYOR

[apad] 11/9/2017 09:09

Tough Dacian. Better to Travel then Arrive seems to be the oil story. Looks like a good decision though.
Much is made of big companies involvement with tiddlers (Statoil with JOG, Schlumberger with SOU) but it is also a good way for big companies to increase opportunity and minimise risk.

No ABC results so far this morning. They were 12th Sept. last year. Forgotten why I have 11th in the diary.
There are the usual dozens of job vacancies at Abcam.
apad

[big7ime] 11/9/2017 09:01

It was always a mystery to me why it had risen so much, I don't think it would have if it had been around for long. The next will be SDX
An example of over enthusiastic PIs chasing a story put about by certain online tip sites

[qs99] 11/9/2017 08:56

thanks for the note, as a holder happy to watch and top up on dips.

[someuwin] 11/9/2017 08:51

Moving up today.

[rp19] 10/9/2017 18:09

Google sheets is good for portfolio monitoring. My backend of trades etc is in excel but it is not particularly user friendly. I was thinking of trying to migrate it across to google sheets but haven't got around to it.

[sweepie2] 10/9/2017 17:32

New contracts announced on Netalogue's web site

FTSE Greene King launch easy ordering with real time inventory

£2.2bn company Greene King serve their award winning beers via Netalogue B2B E Commerce enriching the customer experience whilst ensuring that customers can control their own order using up to date stock levels and territory specific catalogues. Two arms of their business are managed through one portal through preferences and settings based on the customer type.

Marstons--study-case-study

B2B E Commerce Managing Pubs and Ales

Marstons plc, the world’s largest brewer of cask ale servicing over 1,700 pubs are servicing their tenants via Netalogue’s B2B solution, handling complex delivery structures, tenants rents and their entire inventory online. Marstons have integrated with SAP to ensure customers can manage every aspect of their account online whilst repeating orders for their pub’s favourites.

silverfish-case-study

B2B/C Hybrid ECommerce Solution for UK Based Silverfish

Cornwall based Silverfish have launched a B2B/C platform the serve both trade and retail customers simultaneously. Deeply integrating with SageX3 this ensures that the customer experience is tailored based on their login to the highly configurable ecommerce platform using the latest mobile responsive templates which is publicly accessible www.silverfish-uk.com

nevilles-case-study

Catering Manufacturer aim to encourage all customers to order electronically
Neville UK PLC are an importer and manufacturer of light catering equipment for the foodservice industry and professional caterers, an exciting company and one to watch with their online growth and ambition to ensure all customers manage and service their accounts online. Integrating with SAP Business One to ensure the customer experience online is real time and more effective than manually processes orders.

matthew--clark-case-study

B2B E Commerce for Award Winning Drinks Distributor with multiple sites
Award winning drinks distributor, Matthew Clark launched a Netalogue B2B platform serving over 16,000 outlets in the UK, with over 7,000 lines offering next day delivery. Customer focus is essential for this group who pride themselves on a rich customer experience and ensuring they are ahead of digital transformations.

ei-group-case-study

Streamlining the business for EI Group

EI Group, one of the UK’s largest owners of leased and tenanted pubs. Netalogue has been deployed across the group to streamline processes and provide marketing advice and guidance for publicans whilst ensuring that placing orders is both fast and seamless. Integrated with Microsoft Navision to ensure accurate pricing, stock levels and delivery options are available to the publicans