Venture Life Share Discussion Threads

[apad] 14/10/2017 15:48

You've just gotta lurve Terry Smith!
www.fundsmith.co.uk/news/article/2017/08/04/financial-times-astrazeneca-is-beginning-to-look-like-tesco
So few original commentators.

BVXP. I stumbled across a Peter Harrison presentation when the share price had fallen back because of a loss of royalty problem. Fell in love with the company and bet the farm. I had been holding ABC for a long time so had learned a bit about antibodies. Others had discovered it earlier.
I do not have a process as I am looking for companies, not balance sheets.
I browse.
These are probably enough:
FEVR
BOO
ABC
BVXP
RSW
TSTL
SPX
PRV
AMS
HLMA
PTSG
DOTD
SOU
QTX
RWS
FFX
FARN
VCT
SDX
NTQ
DPH

apad

[djbilywiz] 14/10/2017 13:32

Apad, have a question RE BVXP. I can see the reasons for holding but how did you discover it in the first place? Do you have a process to find leaders etc? Or was it mentioned somewhere and you just liked what you saw?

[apad] 14/10/2017 13:10

I think the value of RDSB's purchase of BG and abandoning of the Artic is still not fully appreciated.

Agree about the new equilibrium player in fracking.

Might buy some more NTQ.

Taken IDEA off the watch list, janeann.
Too much in the way of acquisitions for me to understand whether they are any good at what they do. They could be brilliant or rubbish.
In the meantime PTSG is pitch perfect. NTQ looks a good recovery bet, etc.

Anyroadup it's a BVXP week in the offing. The rest fades into inconsequence.

apad

[che7win] 13/10/2017 21:05

I think oil price isn't taking into account risk of possible disruption to supply in Iraq (Kurdistan independence) or Iran (Trump).I'm happy holding TRIN, TXP and Shell, big oil is not going to drill deep sea anymore as payback too long IMHO.

[apad] 13/10/2017 17:06

Called in at Sainsbury - very impressed with its integration of Argos.

Daughter bought a Dyson there at £200.
Then returned the same one she had bought, a few days ago for £300, to J Lewis.

My, you folks in the big island are well catered for.

apad

[apad] 13/10/2017 16:41

I've been watching RDSB and the O&G suppliers steady increase too, Big7.
Driven by anticipated dollar strength perhaps?

DPH interim late Feb - maybe time for a dip?

Watched the Welch (SDX) interview on Proactive. Watched it a second time without sound. His facial expressions look like he's pretty pleased with himself.

Next Tuesday's gonna be xciting!

apad

[big7ime] 13/10/2017 11:51

Bought some more DPH

[big7ime] 13/10/2017 11:50

I am getting the feeling that the oil and mining sectors are going to start rocketing again
I have been re-positioning my pfolio to take afvantage of the rise in oil and shortage in copper over the next few yrs and heavily weighted in quality mining and exploration and prod cos.
It's going to be exciting..

[apad] 13/10/2017 08:36

IC is headlining RWS. That'll produce an effect for a couple of weeks.

I was amused by this:
MARSTON’S (MARS)
What we said: Buy
When: 21 May 2015
Price: 167p
Share price change to date: -36%

Good bloggers are better than rag mags because they don't have to produce a storm of words every week.

apad

[redartbmud] 12/10/2017 17:26

APAD

SN. Yes, I saw that. The company appears to be meandering along a same old, same old path. Sometimes an activist can shake the tree for the better. Time will tell.

Clln. I have met Cochrane and he struck me as being very competent. He must have a survival plan that is in the best long term interests of the company. If the sale of a part fits that criteria then so be it.
When Bby had 'issues' they rode them out. I fear that Clln's problems are much deeper rooted. I question the legality of the more recent Rns in this case. Maybe some of the truth will out, but perhaps not.

red

[janeann] 12/10/2017 16:39

Cant really put a finger on idea; it seemed right at the time but now I have a couple of stocks I hold that I have been disappointed in over a long while. Never seems to quite make it. (accepting idea is in positive territory). Only a small holding but if I need the cash for something it will be one I will let go. TMMG another. That said both may come good in time.

In a nutshell I see computer robotics in its infancy and prsm at the front. (but unfortunately I have only a small holding at present as I expected a retrace from a recent spike - but its carried on!

[apad] 12/10/2017 12:19

red,
SN. has an activist US investor on board. Good move by the CEO I reckon.

apad

[apad] 12/10/2017 12:14

Lots of media speculation on a .gov raid on AIM and pension allowances.

CLLN looks to be selling off the family silver(gilt).

I still think PRSM looks totally weird, janeann, so I am obviously missing something.

I am taking your nonchalance about IDEA seriously, so will look again.
Don't really need a new company on the Stairway, so anything new must be a conviction buy.

I have a premium account manager on IG who has offered to buy me a beer next time I'm in London! Flattered, moi :-)

Driving from Buxton to Beaconsfield this affy. Not so shabby for a boy from a rock.

apad

[janeann] 12/10/2017 09:50

acso at all time high now and prsm also - the latter perhaps because of a link with microsft;
from business wire 11/10/17; Prism (AIM: PRSM), a leading global Robotic Process Automation (RPA) provider, today announced it will launch its Operating System for the Digital Workforce on Microsoft Azure. Building on the certified cloud reference architecture, Microsoft and Blue Prism will jointly collaborate to add intelligent automation capabilities on Microsoft Azure and distribute to the Microsoft partner network.

[panic investor] 11/10/2017 05:58

XLMedia finally stretching its legs the last couple of weeks

[redartbmud] 10/10/2017 22:17

Nooo unfortunately, I wish that it was me. Sadly not.

red

[redartbmud] 10/10/2017 16:35

I wonder if the 500 purchase of Gdwn at £18.75 at 11.19.18am was the 500 sold at £19.75 at 15.09.34pm.
Smart move if it was.

Rws is still climbing.

red

[homebrewruss] 10/10/2017 16:01

I've bought some SXX.
Not without risk but it seems to have bottomed, progress so far seems good and they have government backing.
Assuming that continues I'm looking to hold long term until production and beyond.

[fozzie] 10/10/2017 15:42

I have held XPP for 14 years APAD, it's been a great hold. I can't remember why i initially bought it but very glad i did, if only all shares were as easy to hold.

My other fun oiler TRIN doing the business of late, bought at 10.75 in August, pushing 20p now. It may all yet end in tears but it sure beats working.

[big7ime] 10/10/2017 15:33

Quiet today

Bought some Arc today jane

[top tips] 10/10/2017 10:48

IMMUPHARMA (IMM)

Potential blockbuster Lupuzor Phase III results due Q1 2018.

Only other similar drug Benlysta was bought out from HGSi by GSK in 2012 for $3.6 billion for 50% stake valuing Benlysta around $7 billion (and IMM's Lupuzor appears to be safer and more efficaceous than Benlysta).

$7 billion buyout of IMM gives £39.70 share price against current 92p, or 43+ bagger !!!

Actual return could be even higher (£100+) because likely to be used in multiple block buster indications. IMM suggest - autoimmune diseases (e.g. rheumatoid arthritis, Sjogren's Syndrome, Crohn's Disease + Ulcerative Colitis, and Chronic Inflammatory Demyelinating Polyneuropathy [CIDP]), plus non-autoimmune diseases. It could therefore be several blockbusters in one. (An analyst note states they, "understand that a majority of Phase IIb patients showed resolution of the arthritis measure (four point score...)".

Potential blockbuster Lupuzor has 'Fast Track' (guaranteed approval within 6 months) and 'SPA' status from US FDA, so could market launched in 2018.

Tim McCarthy (IMM's Chairman) 14/3/2017:

"There's going to be a fantastic return on investment for anybody who invests in ImmuPharma...This (Lupuzor) is going to be a multi-billion dollar drug, its as simple as that...This will absolutely be a multi-billion dollar drug."

4 min 40 sec.

[mfhmfh] 10/10/2017 09:39

From 02.10.17:

'Northland Capital today initiates coverage of Venture Life Group Plc (LON:VLG) with a buy investment rating and price target of 94p.'

[qs99] 10/10/2017 07:20

All
Helps and shows direction of travel they are happy with IMO. DYOR