Venture Life Share Discussion Threads

[melton john] 27/9/2017 13:11

Janeann, don't you use a nominee for exactly that reason. I got absolutely fed up with all the phone calls from foreign boiler rooms.

[janeann] 27/9/2017 12:44

Plus - cant recall the details now but a couple of years back they in effect stitched shareholders up and it plunged to about 4.00.... whatever caused it failed to materialise and they gradually climbed back but a lot of folk got burnt in the process. Wouldn't touch it again - don't trust them and its an isralei co so problems with getting all the dividends unless you want to send all your personal details to some address in Israel.

[modform] 27/9/2017 12:42

home, got some yesterday at around 31.75, just a small amount to keep it on my watch list.

[homebrewruss] 27/9/2017 12:34

mod have you bought back into HUR? I bought back a week or so ago when I thought it might be turning up. Working out so far..

[modform] 27/9/2017 12:21

toptrump, I agree ...Some sectors get hammered beyond oversold point like miners in 2015/2016. At the moment the energy and oil sectors have been hammered, that's why I bough the leverage products GUSH ERX quite a few weeks ago, I think I mentioned them on the SCAN thread, because they had been oversold, but they are only for trading and not suitable for long term investments.

attrader,

PLUS, I am afraid has a bad reputation in the city, so it will always trade on a low PE. Most of the recent rises in profits are due to punters interest in crypto currency and the volatility and wide spread, so not sure that will continue.
The share price has held up well, because of buybacks, which I am not keep as it highlights that the company has ran out of idea to boost share price
The most important point is that it is completely at the mercy of the regulators who will be reporting/changing the rules next year.

It's the same for CNKS, a good set of results yesterday, pays a very good dividend, but has a poor history of corporate compliance, and hence the PE is around 4, very cheap.

I see CNKS less risky than PLUS as it could be a turn around stock with the new guys on board.

I hold neither, dyor before parting with your hard earned cash.

[fozzie] 27/9/2017 11:07

Well done all who hold on BOO. Unfortunately I bought and sold in the twenties making a small sum in the process. Stubbornness has stopped me rebuying at every point since, foolish I know but it requires me to admit that I made a huge mistake.

I sold my PAYS this morning after an alternative bid failed to appear and somehow the board allowed a low ball offer to succeed. I put some of the money into BGO a mobile app payment platform. Tipped recently by Simon T in the IC it looks interesting to me.

[apad] 27/9/2017 10:51

ps
Crude Index 5% off near high is floating the oil suppliers boats

[apad] 27/9/2017 10:48

Just listened to BOO presentation.
Very straightforward and easy to understand.
Lots of detail.
Presenters response to questions very knowledgeable.
New warehousing and capital implications made explicit.
Also changes in platform and customer behaviour measurement more than I had thought.

My description is that it's a lightening fast, land-grab. Hard to see how retailers with an existing brick infrastructure can be so swift and flexible.

Bought some more in daughter's ISA.

apad

[attrader] 27/9/2017 10:11

Mod, Why would you avoid Plus ? Interested to hear your thoughts.

[hazl] 27/9/2017 09:38

Absolutely.

[toptrump1] 27/9/2017 09:34

Ruling out sectors because they haven't performed is not such a good idea imo. In my experience Things tend to even out over time and those that are brave to invest when everyone else is shunning them can be very profitable indeed and vice versa

[madmix] 27/9/2017 09:24

Added a few BOO at 236.5p.

[apad] 27/9/2017 08:50

BTFD on BOO perhaps?
apad

[hazl] 27/9/2017 08:45

I agree about not needing to go there.....I don't intend to either but perhaps the current climate becomes more accommodating to certain sectors and therefore a list crossing out complete sectors might restrict.

[apad] 27/9/2017 08:31

hazl, it's not that I don't think you can invest successfully in banks, with good timing.

The way I look at it is that:
I can stand on a street corner and see four different banks.
They have large staff and buildings costs.
They are controlled by governments.
Their balance sheets are smoke and mirrors.

So, I don't need to go there, I'll just buy more HLMA (say) - which is up 400%, excluding a steady stream of increasing dividends, in ten years.

apad

[hazl] 27/9/2017 08:20

Modform agree I was very surprised to see some things,like banks in APADS list!
Anything you don't understand might be a good idea to avoid but of course it's different for different people!

[madmix] 27/9/2017 07:58

Not surprised to see BOO lifting forecasts again. Still room to upgrade again before FY, IMHO, given H1 growth rates.

[modform] 27/9/2017 07:46

BOO , looks greatFFX, the key is the growth in corporate no which is up 95%HLMA, solid as a rock, after a few decades of holding, it still doesn't disappoint. Even PLUS is ahead and looks pretty cheap but not for me as an investment

[apad] 27/9/2017 07:34

BOO
"The group's revenue growth is now expected to be around 80%, up from our previous guidance of around 60%."

FFX
As expected, now in profit and good growth. Numbers impossible to untangle.

HLMA
Solid as usual.

Excellent morning.

apad

[lauders] 27/9/2017 07:23

RNS's from a few companies discussed here quite a bit recently: BOO, FFX, BNZL, SSE, DEST, and QTX. BOO looks good as does FFX.

[lauders] 27/9/2017 04:34

Apparently PP bought over 200,000 more IQE yesterday. He must see something that most on here who have doubts don't see. Will be very interesting to see how it pans out. From my side it is nice to see SDX ticking up again and with the end of year drilling run underway I hope the news will be positive. Other than that BVXP seems to be doing nicely on the run-up to results. HOC on the other hand continues to be a dog since its drop from 300p+. How things change! They will hopefully be back up by the end of the year!

[seroserio] 26/9/2017 21:23

NFC PR and marketing -5 year chart.