Venture Life Share Discussion Threads

[apad] 13/11/2017 15:11

That's how I see it, dacian, also there is considerable uncertainty with trials so it would be foolish to make specific promises.
Don't think I've seen a Finn that excitable before :-)

Soggy afternoon.

I don't like the way RWS is decaying towards the placing price. My net price is now 168p, but I should've been more aggressive about selling.

apad

[hydrus] 13/11/2017 15:07

ZOO receivables being questioned - I agree they need some more colour. My tentative view is they are likely to have agreed to be paid post completion of initial new ZOOdubs projects. These microcaps are never straight forward ;)

[apad] 13/11/2017 11:52

Bought some BOO with loose change at 195.45.
apad

[apad] 13/11/2017 11:23

FARN are so little traded, homebrew, that the slightest flicker of interest or news will move the price.

NTQ results on Wednesday. I'm 8% down, which results in a depressing flash of red on the spreadsheet. I have a small holding but am unlikely to increase - that bad baby has to make its own way.

apad

[homebrewruss] 13/11/2017 11:14

FARN - Seems a bit vague in that video he says 'we will announce the results later on then' - I'm not really sure what that means.
Anyway I understood recruitment to be completed by the end of the year.
I guess the trial process is not too lengthy for each patient.

Will be interesting to see the price action. MTFB rose substantially ahead of results (a bit like an oil explorer ahead of a drill) and has since dropped after positive results although there should be more to come.

FARN seems much more off the radar that MTFB but maybe there will be a simliar rise ahead of the readout.

[apad] 13/11/2017 11:03

Thanks dacian, I had missed that video.

It looks as if the trial should be finished by the end of the year and the results come out in early 2018.
They should be off the radar until then.

apad

[jaws6] 13/11/2017 10:58

or just do Capital first word in link to work like H capital.

[homebrewruss] 13/11/2017 10:50

Ok, thanks APAD. I'll keep digging..

[apad] 13/11/2017 10:41

Back in GSK - small holding.
apad

[apad] 13/11/2017 10:10

Bought some FARN at 834.

Post the link without the http, dacian.

It gets censored else.

apad

[homebrewruss] 13/11/2017 09:50

APAD re FARN is their any indication of when the INTEREST study is likely to complete? I haven't found anything on their website yet.

[petersinthemarket] 13/11/2017 09:44

LONDON (Alliance News) - British intelligence officials fear anti-virus software given away by Barclays PLC for free could be being used for intelligence gathering by the Russian government, the Financial Times reported Sunday.

The UK government's digital surveillance agency GCHQ has had concerns "for months" over the distribution of software from Russian cyber-security company Kaspersky Laboratory.

[apad] 13/11/2017 09:09

TESLA - I just love the madness of crowds.

A large divi just landed from BVXP - I'll see whether I can get FARN - or perhaps boring old GSK.

Well done, ZOO keepers.

apad

[hydrus] 13/11/2017 08:30

FISH looks like it's floating sideways on the surface - don't follow it closely but perhaps just too competitive a market?

[hydrus] 13/11/2017 07:41

Yes Mod overtime it will they are currently investing which is right thing. 63% organic revenue growth at a £40m Mcap company. Not many like that around.

[modform] 13/11/2017 07:38

SDX holders should be happy with the rns stating the gas discovery

[modform] 13/11/2017 07:31

Yes ZOO looks good, got back in at low 50s, slight drop in Margin but 63% is pretty good, operational gearing will drive up the profit

[hydrus] 13/11/2017 07:21

ZOO results outstanding, both in terms of revenue growth but more importantly outlook - just starting out on its journey and yet already a 6 bagger :)

[panic investor] 12/11/2017 19:53

Tesla has always been mad - by the time they have anything BMW or Merc will be there Friend of mine looked at buying one at 120k - his wife said I'm not buying a 120k car that looks like a bloody mondeo and I assure you cost is not a problem they own a F-Tyoe and Range Rover

[discodave4] 12/11/2017 19:05

Think they have made it up!Whilst q3 forecasts for the 3 was 1,500 and they only managed 260 (yep pitiful!), overall deliveries in the third quarter rose 4.5% from the same period last year and were 17.7% higher than last quarter. Don't know where they got 5,000/week by March from, total production q3 was 26,000 so circa 2,000/week.As for the federal tax credit, it's a positive sign, original forecasts were that Tesla would hit the 200,000 threshold in H1 2018, now it looks like it could be sooner (end of this year).DDps Apad, you clearly have a thing for Tesla!

[apad] 12/11/2017 14:01

"But Tesla now expects its production rate for Model 3s to hit 5,000 units a week by the end of March. As of its latest earnings report, Tesla said it had only produced 260 Model 3s.
Would-be owners put down a refundable $1,000 deposit to preorder the car. They may not be eligible to recoup a $7,500 federal tax credit for electric vehicles if production is delayed too long, according to Greentech Media."

You couldn't make this up :-)

apad

[apad] 12/11/2017 11:37

GSK looks oversold to me:

"Bracing for generic competition to its top-selling Advair, GlaxoSmithKline nabbed an FDA approval for the "closed-triple" COPD therapy Trelegy Ellipta. It's the latest addition to GSK's lung-med lineup—and it's expected to kick in some much-needed blockbuster sales.

The inhaler, which GSK says it will launch in the U.S. "shortly," is the first closed triple option to win an approval in the U.S. The nod will provide patients with "a more convenient dosing profile," according to a Monday note from Evercore ISI analyst Josh Schimmer.

A closed triple therapy puts three COPD meds in one inhaler: a LABA, a LAMA and steroid. GSK's med contains vilanterol, umeclidinium and fluticasone furoate. Before the approval, patients who needed all three drugs had to use more than one inhaler, or an "open-triple" treatment."

apad

[apad] 12/11/2017 11:34

Enjoy, red. Wind dropping next week.

Good reading for those interested in Hikma/Vectura/GSK and other players in the Advair market.
www.fiercepharma.com/search-results/advair

I'm puzzled about the pressure on the US generics drug market reported in the recent Hikma statement.

I sold out of Vectura at 168p, back in the day. Looks as if they'll lose the Advair generic race.

apad