Venture Life Share Discussion Threads

[redartbmud] 01/10/2017 20:07

That is the key to growth stocks. PE can be, and usually is, behind the events. Just look at Fevr - buying looked to be madness, but it has continued to rise meteorically. Rsw & Spx share prices are always way above the considered norm.

red

[felix99] 01/10/2017 15:45

PTSG

reckon earnings will grow rapidly to justify the p/e and brokers are behind the curve. Bit like FEVR and BOO etc where brokers were continually catching up with increased earnings


From what I have heard demand is way outstripping supply for their services so they can call the shots and I expect cashflow to improve massively as they can now demand cash upfront / straight away rather than on deferred terms as seems to have been the norm in the past. Biggest obstacle for these guys is getting enough staff to keep up or take advantage of the business out there. Probably buying up rivals for the workforce alone is a good strategy I bet.

[rp19] 01/10/2017 11:44

PTSG - is perhaps a little toppy at the minute, p/e 20+ for a company in quite a mundane sector. That said, there is a clear route to further growth and the story looks good. I added around these levels last week. Management appear focussed and are not unduly bulling up the company and its prospects which is a positive for me (get on with the job in hand the share price should look after itself). Acquisitions have been good so far but there are bound to be some less good ones along the way.

[apad] 01/10/2017 11:19

ps
Director buying at 188p should instil a little confidence.

[apad] 01/10/2017 07:52

I 'aint selling, red.

Next news will probably be an acquisition — they are very good at acquisitions.

apad

[redartbmud] 30/9/2017 23:07

PTSG

-6.54% on my purchase. All down to timing Guv. And you say "Probably overpriced now."

Oopsy daisy. Hey ho....

red

[apad] 30/9/2017 12:56

PTSG is up 150% YTD.
No fancy technology, sector-experienced management, organic growth, focussed acquisitions, fragmented sector.
Probably overpriced now.
apad

[apad] 30/9/2017 12:26

Excellent, Piedro :-)

It's different this time :-)

apad

[piedro] 30/9/2017 12:22

Stephen Burns @SJosephBurns
Author-Blogger-Trader-Capitalist-Business Owner- Helping guide
new investors & traders through the stock market. Successful
stock market navigation 20+ years

[apad] 30/9/2017 11:19

September over, Dave. The market will rise between now and Xmas :-)

I'm 6.8% off my near high! Good job I still rate all the companies.

There's a real lesson in the number of big caps that have crashed and burned, but still the commentators are rating big caps because they are tradeable for big companies.

Some of the small caps are easy to understand, profitable, pay a divi and we can buy them - unlike poor Mr Woodford, who's halo is burning. Bless :-)

apad

[discodave4] 30/9/2017 10:37

Thanks APAD for doing results.School card - must do better!DD

[apad] 30/9/2017 10:34

pps
The lack of management frenzy at WEIR is encouraging.
The crude index tide is lifting its boat.

[apad] 30/9/2017 10:31

ps
I have written GDWN off as it spent heavily in the boom years and is now trying to find other markets for its capacity.
Just a pity I didn't realise this earlier.

[apad] 29/9/2017 22:03

Perhaps, red. This level back in July so could be noise on a little traded share.
No idea really.
apad

[redartbmud] 29/9/2017 20:07

APAD

Have you seen that Goodwin has sprung to life. trading around £17.39?
No news and little volume, with no chance of a successful bid.
Hmmm... Mm's playing silly beggars. I Wonder?

red

[valhamos] 29/9/2017 19:03

7.5% for my five is rather disappointing considering my overall return for my portfolio is over twice that at 15.4%. Including ZAM which was at the more speculative end of the spectrum was a mistake in hindsight.

[apad] 29/9/2017 17:59

Five of the top seven have no negatives - all the rest have negative components.
FWIW
It'll be interesting to compile successful companies at the end of the year.
apad

[panic investor] 29/9/2017 17:53

At least it's only a competition - I hope

[redartbmud] 29/9/2017 17:45

My cup runneth over.

red

[apad] 29/9/2017 17:20

2017 Competition 31-Jan 28-Feb 31-Mar 29-Apr 01-Jun 30-Jun 31-Jul 31-Aug 29-Sep

Average 5.1% 12.0% 13.1% 18.0% 21.6% 18.2% 23.4% 28.1% 27.9%

Fozzie (SPRP/CTEC/UAI/IGG/UKOG) -0.8% -0.4% -0.5% 9.9% 6.7% 9.7% 91.2% 101.9% 105.0%
Dibbs (RBG/WJG/PTSG/G4M/TAP) 14.5% 23.6% 30.3% 35.0% 38.1% 47.9% 57.9% 73.9% 84.3%
apad top five (FEVR/BOO/RSW/ABC/BVXP) 7.6% 16.3% 23.4% 31.1% 45.8% 45.8% 59.6% 72.7% 73.3%
RP19 (PTSG/WJG/G4M/HSP/SPRP) 7.9% 20.3% 20.7% 27.5% 41.1% 45.8% 47.7% 60.7% 66.7%
apad recent (PTSG/QTX/IGG/BVXP/DOTD) 0.7% 15.3% 19.3% 20.6% 30.8% 28.0% 30.7% 44.4% 53.7%
Mozy123 (CARD/HAT/BVIC/GAW/SUS) 6.4% 9.1% 15.0% 19.0% 19.5% 23.8% 34.5% 42.4% 51.9%
homebrewruss (KAZ/HMI/SOU/FDEV/PVG) 12.9% 23.0% 13.2% 19.5% 9.8% 10.8% 23.9% 60.7% 48.3%
janeann (ARC/ACSO/PRSM/SPE/ZTF) 5.7% 13.2% 18.1% 27.8% 40.6% 26.4% 30.9% 43.1% 45.3%
Linhur (RSW/BREE/GHH/FSJ/LTG) 10.5% 14.2% 15.9% 24.4% 32.4% 25.9% 32.3% 33.9% 41.0%
Peters spouse (ESP/JIM/RGL/TSTL/WJG) 4.9% 12.7% 13.9% 19.2% 26.2% 26.7% 35.4% 43.5% 39.6%
Lauders (BVXP/COA/FFWD/FENR/HOC) 12.2% 10.5% 13.6% 23.7% 30.8% 28.1% 36.6% 34.4% 37.2%
Piedro (TSTL/SRT/OCN/CAM/MGNS) 3.4% 7.3% 10.9% 17.2% 25.7% 23.4% 25.5% 29.2% 31.7%
Dacian (BVXP/TPG/JOG/NTQ/QP) 5.1% 25.4% 40.4% 46.9% 42.1% 39.7% 34.2% 42.1% 28.6%
Hydrus (BVXP/EAH/G4M/SAT/PVG ) 21.0% 30.0% 23.7% 25.3% 29.4% 20.3% 21.8% 26.4% 26.6%
Attrader (DMGT/IGG/BVXP/IHG/ROR 1.7% 4.3% 5.8% 8.8% 13.3% 10.4% 12.1% 13.7% 25.0%
Prince7652 (NFC/AMS/GBG/JHD/NUM) 4.2% 9.4% 8.9% 19.2% 22.3% 17.5% 22.1% 25.3% 21.5%
Tudes100 (LAM/SUS/ CLG/BVXP/ETO) -0.5% 3.4% 10.8% 9.2% 13.1% 8.9% 9.6% 14.2% 21.4%
che7win (IDP/GMS/OSB/IAE/CAKE) 3.3% 5.9% 9.8% 19.5% 32.5% 30.5% 31.8% 27.0% 20.7%
DiscoDave (AHT/ENQ/RBG/G4M/IGG) 7.3% 12.7% 5.0% 4.8% 7.9% 0.0% 12.3% 13.4% 18.7%
Rjmahan (SIHL/PIL/DCI/RMA) -1.8% -0.3% -3.3% -3.5% 1.3% -2.5% 6.0% 5.6% 9.7%
Valhamos (ABDP/DOTD/KNOS/PHTM/ZAM) -1.1% 3.3% 6.7% 8.6% 9.3% 5.5% 9.1% 5.2% 7.5%
Iomax99 (PAYS/CVSG/PVG/VANL/MCS) 6.4% 16.7% 9.7% ------ 15.9% 7.1% 9.4% 8.4% -0.3%
Cragside (AAZ/JOG/RQIH/SOU/W7L) 0.1% 25.4% 23.9% 29.2% 38.7% 31.4% 16.2% 26.6% -1.6%
tlst (SUS/CRAW/DOM/ULVR/RB) -4.7% -0.6% 0.8% 9.1% 10.6% 8.3% 1.9% 0.6% -2.7%
PJ1 (TRD/TST/SPE/PEL/SDI) -0.6% 10.1% 7.5% 12.9% 5.3% -0.9% 0.1% -6.1% -11.2%
Felix99 (IGG/HUR/PRV/VEC/DGB) 1.6% 4.8% 4.6% 7.6% 3.3% -6.8% -6.5% -9.9% -12.3%
Haywards26 (CLLN/HGM/BLVN/WTG/REDS) 14.7% 18.0% 17.5% 12.8% 4.4% -6.3% -19.5% -17.6% -14.5%
Redartbmud (LLOY/CLLN/GNK/NANO/GHH) -0.4% 2.3% 1.7% 1.4% 9.1% 3.7% -11.0% -18.1% -16.8%

[apad] 29/9/2017 15:13

The puppy is Lauders' term for FFWD, Big7.
Quickly backward as I think of it.
apad

[big7ime] 29/9/2017 14:34

It's just a small investment Apad. The big money can be made investing Pre-IPO as these AIM stocks normally come to mkt at huge premiums small investors wouldnt normally be able to get a slice of the action
Why are you calling it the puppy? I thought that was one of Dacian's

[apad] 29/9/2017 14:14

Superbly reflective interview.

www.piworld.co.uk/2017/09/29/market-corrections-interview-with-john-rosier/

apad

[apad] 29/9/2017 13:20

Have a look at GRPH interims if you need convincing that new-materials-looking-for-an-application is a black hole.

apad