Venture Life Share Discussion Threads

[rp19] 15/11/2017 18:44

Couple of bad RNS's for me lately (SDM/IDOX)compounded by a generally depressed wider market mean that I'd be very appreciative of a santa rally.

[apad] 15/11/2017 18:42

Interesting comment:

If you are a US company you are only interested in shareholders, not the country.

If you were a chinese company with this attitude you would not survive.

apad

[panic investor] 15/11/2017 18:41

Apad - overrated band :-)

[apad] 15/11/2017 18:36

pps
My pleasure, Hydrus.

[apad] 15/11/2017 18:32

What's the epic code for Santa Rally, Panic :-)

Finding it hard to back my own judgement at the moment!

Doing it, but it 'aint easy. Means more concentration at the top (ABC/FEVR/BOO) and more speculative risk (FARN).

Seriously annoyed at RWS buying an unknown at about its own value.

One more purchase hit in the locker - where to aim (sorry AIM).

apad

[panic investor] 15/11/2017 18:03

Read somewhere not to invest in santa rally before Dec 12 - didn't find a reason though - don't think there will be one this year though

[hydrus] 15/11/2017 17:55

Thanks for sharing APADThe market is looking a bit depressed at least in the UK. Santa rally soon or at least Boris Johnson with a beard to tell us it's all going to be jolly fine once we get a trade deal with Somalia?

[apad] 15/11/2017 14:36

Wallbrook interchange. FWIW.

Hi,
"Since 2009, Zoo Digital paid $13.3m in corporate cost, but accumulated turnover generated is $71m. That is equal to 18% of all sales just to be recognised as a publicly-listed business."
Isn't the corporate cost more than just the cost of a public listing?
Thanks,

Walter Hin @ Walbrockresearch Mod • 3 hours ago
Definitely true. The public listing cost is probably between 5-10% of the corporate costs. Other corporate costs include brokers, financial advisers, independent directors, account audits (PLC standard), AGM, and so forth.
The main reason companies would want to list in the market is to pay of their lenders or they expect fast growth in two to three years, but require a cash injection.

[apad] 15/11/2017 14:28

Have a look at my previous posts, jamielein.

Blimey, janeann - these brokers know how many beans make six!

apad

[jamielein] 15/11/2017 11:55

APAD, is your RWS sale due to worries about the acquisition? I've had a look at their forecast growth and was considering a maiden purchase around these levels, as they seem good value if their growth can continue.

[madmix] 15/11/2017 10:15

Added a few more ABC here. Will get the 7.355p dividend too (ex-div tomorrow), so makes my buy price below 950p net.

[hydrus] 15/11/2017 09:51

WEY valuation is built on sand but there is a profitable business there. I've done quite well out of it on a couple of occasions now. Not one I'd want to buy and hold.

[apad] 15/11/2017 09:49

Malcy might be interesting on NTQ, dacian.

apad

ps
Net cost on RWS is -138p a share :-)

[apad] 15/11/2017 09:39

WEY is another fashionable stock that I think is built on sand.
apad

[apad] 15/11/2017 08:25

Swapped some RWS for some BOO.
apad

[apad] 15/11/2017 07:31

Fenner shows how to manage a downturn with aplomb!

Free cash flow

£69.0m

£38.8m

+ 78%

and a 40% increase in divi.

There's a long term lesson here.

apad

[apad] 15/11/2017 07:27

PRSM
"The Board believes current market forecasts for revenue and EBTIDA loss for the year ended 31 October 2017 to be £21.8m and £7.3m respectively."

You have to 'have faith' in this company.

Your renowned heretic,
apad

[apad] 15/11/2017 07:24

NTQ interims are an easy read (always a good sign). They are closing the California plant and shifting all production to Texas.
Management are very sound and their products are selling.
No problems in the cash flow statement. 15million$ in the bank.

My opinion.
These results are not going to excite small company PIs.
Equipment replacement will be very important if drilling picks up.
I would rather own this company than the big O&G suppliers.
Patience will be rewarded and there may well be a buying dip between now and the FY.

apad

[janeann] 14/11/2017 16:06

well the excitement is preferable to that on prsm or acso, but some retrace was to be expected.

ps pctn interims a pleasant read this morning; steady increase in dividend and paying around 4%, with some capital growth thrown in.

[apad] 14/11/2017 15:39

NTQ interim tomorrow. Look at all the excitement showing in the share price :-)
apad