Venture Life Share Discussion Threads

[panic investor] 25/9/2017 08:18

8am RNS by NMC - nice one too !

[redartbmud] 25/9/2017 07:58

Lorra lorra satellites up there already

red

[hydrus] 25/9/2017 07:57

ZOO update impressive - circa 60% organic revenue growth and a new award winning product ZOOdubs now starting to generate revenue. Not sure of short term price action as EBITDA expectations unchanged (partly due to investment in ZOOdubs) but very happy to hold and see how it plays out.

[apad] 25/9/2017 07:51

SRT (used to own) to launch satellite systems with borrowed money.
Impressive, but perhaps overweening, ambitions.
Too long a wait for me, and it already has jam tomorrow characteristics.
Perhaps another "technology is the fastest way to lose money" examples.
They are good engineers and it is an established technology.

apad

[apad] 24/9/2017 15:33

qualitysmallcaps.co.uk/uncategorized/bull-paul-scott-vs-bear-lucian-mears-discuss-purplebricks-purp/

Worth a listen (PURP).

apad

[petersinthemarket] 24/9/2017 14:19

Ref #13840 - ''DIS-Dropped off the radar .......''

Fair comment A, but imo temporary and nothing to worry about, just a lack of mkt interest atm. The problem for those without patience (I cannot believe it is me saying that!) is that DIS is strongly news driven and things go very quiet indeed between updates. In addition to the mandatory Interims and Finals they do give out quarterly TU's but frankly these usually tell us very little.

The general position is that DIS broke into a small profit at last results and is expected to improve that position yr on yr. The booze business is very competitive. Their big cost is obviously mktg and promo's which hold back profitability so atm DIS is running on relatively tight margins in order to substantially build volume. This they are doing successfully in the UK, and I'm guessing the links to Fever Tree haven't done us any harm, but elsewhere in Europe and overseas it's a bit slow.

DIS are trying very hard to break into the U.S. and have some approvals but as yet no effective nationwide distribution. The US has never been an easy market to break into but assuming things are moving along DIS will want to ship something for Xmas/NYr sales in which case there is time to signal that in Oct Interims.

You will recall that one of their business objectives is to build and sell off a major brand to provide more cash for development. If sold off, the Red Leg Rum brand is now thought to be worth well in excess of the current mkt Cap but no sale is expected yet, perhaps after one or more of the other brands is better placed to provide key income. Gin is believed to be coming coming up fast on the rails.

However, just look at the shape of that chart and consider its trading potential. In addition to a substantial core holding I acquire trading shares as and when the price appears to be favourable. The share price is rather low atm, but I don't expect it to trade below around 3p, so I have been adding again and will consider selling these when there is an appropriate share price rise. This technique has made me more cash than the value of my core holding and seems to me to be a preferable course of action compared with, for instance, sell half and hold for free. According to my notes I have sold eight times during the last 12mths. I get bored, so a little action suits my personality. There have been two 20% rises, but I'm not actually predicting anything, just pointing out the obvious.

At some point this company will become seriously cash generative. It will also have an option to sell off one or more of its main brands, which could give them development cash and might give us the possibility of a special payment.

Don Goulding is time served ex Diageo. He runs a very tight and cost effective ship and knows exactly what he is doing. I have enormous confidence in the medium to long term future of DIS and I don't normally say that lightly about any company.

As to news, we had a 1st qtr TU on 7 July, so it seems reasonable that we would have to wait at least another 3mths for more info. Interims should be around 29 Oct so possibly a TU either last day or so of Sept or, more likely, early Oct to signal half yr progress. Time will tell - btfd?
GL, pete

[adamb1978] 24/9/2017 13:20

Hello

I generally lurk around here rather than regularly contribute (day job gets in the way).

However, Dacian, do you have access to any research on GETB? Their recent interims contain a line about future results including the costs of operating as a plc, and just interest in how the company's broker anticipates opex changing.
Thanks

Adam

[apad] 24/9/2017 12:49

What's the current story on DIS, peters..?
It seems to have dropped off the radar after the meteoric rise in the spring.
apad

[allstar4eva] 24/9/2017 12:47

I'm not a shareholder either - just wanted to see what all? the fuss was about. I think the cola maybe comes into it's own as a mixer making a subtle but worthwhile difference. The ginger beer I like in it's own right and I feel it could be good as a non alcoholic drink when out. I can understand the comment above re: it becoming a drivers' favourite.

[lauders] 24/9/2017 12:12

Interesting about the difference in caps. Must be a Brit v. US thing. Suppose the locals like to do it the old fashioned way. I am in Chicago now and if I have a chance check it out here. Not a shareholder but just interested.

[apad] 24/9/2017 11:15

Local restaurant does well with the Ginger Beer (drivers' tipple). I like it too.
She gave me some Cola to taste (which she likes) - drinkable (unlike Coke), but I wouldn't buy it.
Shame it wasn't well displayed, Lauders. Screw caps in the UK.
In the last results the UK was spectacular - perfectly good growth in the other areas, but I would like to see the y'oodles buying more.
A friend who can't drink aspartamine carries fever-tree cans to pubs and nowadays brings them home untouched.

Local wealth managers report that software for due diligence and regulations (they call it AI - I call it back-office software) is talk of the town.

apad

[allstar4eva] 24/9/2017 11:03

Seems that many agree with me Lauders ;-)hTTps://www.amazon.com/gp/aw/cr/B002NVZDR4/ref=cm_cr_arp_mb_hist_5?filterByStar=five_star&pageNumber=1

[allstar4eva] 24/9/2017 10:48

Screw cap bottles in the uk as far as I know. The ginger beer was very distinct in taste with a fiery strong ginger flavour so I can see why some may not like it. I had tried the premium cola before and wasn't blown away but wanted to give it a second try. It seems that others are keen on the cola though!

[lauders] 24/9/2017 10:31

Last week I was in New York and decided to try and track down some Fevertree to see what all the fuss was about. I can't find it in the Far East so worth a try. Managed to find some in a shop but they weren't very well displayed & hence the shelves were pretty much full. Bought one Ginger Beer and one Bitter Lemon to taste. The BL was nice but the GB was not to my liking. Just another perspective. Sure the company will continue to do well as more people seem to like the products than dislike them. Packaging good although surprised they use caps you need to open with a bottle opener. Though most products these days were moving to screw caps?

[allstar4eva] 24/9/2017 10:08

Interestingly (or maybe not) I went into a Tesco superstore on Friday intending to buy some of the fevertree premium cola but it had completely sold out. I bought some of the ginger beer instead which was very good.

[doodlebug4] 23/9/2017 23:08

Simple question APAD, you keep repeating your grandiose statement about what,in your opinion, is "confirmation bias" on some threads and one of the threads you keep referring to is FFWD. So? ---------

[doodlebug4] 23/9/2017 20:19

APAD, I'm curious to be enlightened as to your own specific interpretation of "confirmation bias".

[apad] 23/9/2017 09:52

Telegraph:
"The privately owned City Pub Company has hired Liberum and Berenberg as its joint brokers as it prepares a listing on London’s junior market.

Chairman Clive Watson said the company was set to float on the Aim market later this year once it had merged its two divisions into one entity.

Shareholders in City Pub Company (West) will have to accept an offer from City Pub Company (East) and if that happens, the two will merge to create The City Pub Group, which is the entity which will list on the stockmarket.

Mr Watson, who sold the Capital pub company he founded with David Bruce to Greene King in 2011, first outlined plans to float last year after the company raised £10m from a convertible preference share sale to help it acquire new sites."

I did well from Capital. Could be a rerun?

apad

[toptrump1] 23/9/2017 00:45

Post 13807 is exactly what I'm talking about, confirmation bias for apads pfolio from one of his pathetic followers not able to think for himself. Or is Apad really very clever in controlling what others are investing in i.e. His pfolio
Not sure how many read the thread but it may explain his apparent success, rather like internet and inv mags tipsters profiting from tipping their holdings