Venture Life Share Discussion Threads

[apad] 04/12/2017 10:29

Agreed, H, but I shall wait until the chart turns up.
Mind you, some of these bad babies can turn on a sixpence.

apad

[hydrus] 04/12/2017 10:14

Opportunity to add to ZOO for those who like the company. For holders just best to ignore both short term pride action and the nutbags on the bulletin board. Nothing has changed.

[apad] 04/12/2017 08:24

Not yet, red. No income to deploy and don't feel in much of a hurry.
I guess that buying new pubs and turning them into cash generators will be a slowish business. However, the float will rid the company of existing debt so the first accounts might be reasonably good.
Looks as though there isn't much unloading by the 170p holders.
apad

[redartbmud] 04/12/2017 07:56

Citywire AA-rated ‘micro-capR17; stock picker Chris Hutchinson has taken a chunky stake in upscale drinks purveyor City Pub Group (CPC), as it enters public trading at 170p a share, raising £35 million.

Hutchinson transferred the majority of his pre-listing stake, equivalent to 7.9% of shares or 4.5 million worth £8.1 million at the 181p the shares climbed to after entering the market.

The holding is primarily owned by his £188 million Unicorn AIM VCT with smaller stakes in his Outstanding British Companies and colleague Fraser Mackersie’s UK Growth funds.

City Pub Group owns a 34-strong chain of posh pubs across the south of England. The fund raising will enable the group to kickstart what is hoped to be a sustained expansion, with executives saying they could plausibly double the business within the next four years.

Executive chair Clive Watson was a founder of the Capital Pub Company which was sold to Greene King in 2011 for £93 million.


APAD are you in?

red

[apad] 04/12/2017 07:54

Stalwart Victrex (VCT) FY tomorrow. Worry about potential competition provided a good opportunity to buy.
25% up YTD, recent 10% drop.
apad

[redartbmud] 04/12/2017 07:53

Nanoco AGM scheduled for sometime soon. The annual pre-AGM non-value announcement of a deal with a third party on the wires today.

They really are Deluded from Derby.

red

[hydrus] 03/12/2017 20:59

Well articulated comparison between TRAK and QTX APAD, good work.

[apad] 03/12/2017 19:12

Glad to hear it, fozzie.

Interesting that our competition is 27.8% YTD.

Red's and my Stalwarts is 38%.

Mmmm.

apad

[fozzie] 03/12/2017 17:18

Yes Apad i have free carry on my UKOG having taken my stake x 3 out long ago. The flow rate results are likely to be second or third week in December so this was always going to play out like this. Lack of news on any aim share but particularly oil and gas shares equals a falling share price.

[apad] 03/12/2017 14:21

www.david-wilmshurst.co.uk

Wilmdav,
I was interested to see that you now own TRAK, so I had a dip into the TRAK thread and observe that you have prodded the hornets nest. Always fun.

I have one observation that might be pertinent.

TRAK have spent a lot of money in buying and developing software. If they are very competent in this (I have my doubts) it is fine. If they are a bunch of numpty managers then they can make hideous mistakes.

QTX develop their own software and are very careful not to provide individual functions for a customer, as this involves eternal maintenance costs on top of the developmental costs. If a number of customers want a feature - that's fine.

My view of this extraordinarily competitive industry is that it is how the processed data interfaces with a company's back office functions that will provide the glue for customer retention by small caps.

In this market place my view is that the parsimonious company will succeed (the restaurant equivalent of counting the lettuce leaves). Hence I own QTX (1.3% of Stairway).
However, it is now on its own - sink or swim.

FWIW
apad

[whites123] 03/12/2017 13:43

EMH........ EUROPEAN METAL HOLDINGS.

Fallen from grace, sitting on the largest European Lithium deposits.
Due a re-rating to at least double what it is today.
Will allow profiteering but without the mega crash afterwards.

DYOR...

EMH : European Metals Holdings.

Year High 84p Fund Raising at 36p Todays share price 40p Despite announcing Europes Largest Lithium resource. With so much talk and chat about Battery powered cars etc, where is the Lithium going to come from.

Early bird catches the worm etc etc.

European Metals Holdings Limited (LON:EMH) (ASX:EMH) has announce a further upgrade of its JORC compliant Indicated Mineral Resource at the Cinovec Lithium/Tin Project in the Czech Republic, confirming its status as the largest Lithium resource in Europe.



· Drillhole CIS-9 returned one of the best results of the Company's drilling program to date: 204.6m averaging 0.44% Li2O, (and within it 70m@0.58%Li2O; 13m@0.19%Sn, 6m@0.58%Sn, 3m@1.02%Sn and 0.179%W).

· Drillhole CIS-8 returned a continuous relatively high-grade lithium mineralization interval that includes multiple zones of tin and tungsten mineralization: 152.5m averaging 0.41% Li2O, (and within it 3m@0.52%Sn, 6m@0.12%Sn and 0.077%W, 7m@0.14%Sn).

· In the eastern part, the best results are from CIS-7, with 45.5m averaging 0.37% Li2O, and 102m averaging 0.31%Li2O, with strong tin and tungsten credits (11m@0.24%Sn and second interval includes 12m@0.17%Sn and 13m@0.16%W).

European Metals CEO Keith Coughlan said "We are very pleased that not only have we competed the planned drilling program on time and within budget, but that the results are excellent, in particular with respect to the two infill drillholes on the western part of the Cinovec South deposit. These drillholes intersected strong lithium mineralization with significant tin and tungsten contents. The results from this drilling will allow the Company to convert additional resources to the Indicated status and further optimize the Cinovec South mine plan. The geological and resource model upgrade is now underway."




FURTHER INCREASE IN INDICATED RESOURCE AT CINOVEC SOUTH

European Metals Holdings Limited ("European Metals" or "the Company") (ASX & AIM: EMH) is pleased to announce a further upgrade of its JORC compliant Indicated Mineral Resource at the Cinovec Lithium/Tin Project in the Czech Republic, confirming its status as the largest Lithium resource in Europe
The Company has recently completed a four-month drilling campaign at Cinovec South, comprising six core drillholes for 2,697.1m meters, with the goal of closing 'gaps' in the existing resource model in and around the initial planned mining areas and upgrading part of the resource from the Inferred category to the higher confidence Indicated category. The results, summarised below, are satisfactory and exceeded expectations.
· For the entire Cinovec deposit (South and North), the drilling added 39.4 Mt of Mineral Resource grading 0.41% Li2O and 0.04% Sn (0.1% Li cutoff), or 220kt tonnes of lithium carbonate (LCE).
· Majority of resource increase (97%) is at Cinovec South where initial mining is planned.
· The Indicated Mineral Resource category increased by 7% to 372.4Mt@0.44% Li2O.
European Metals Managing Director Keith Coughlan said, "This drill program targeted areas of low historic data density with the aim of bringing these areas, which lie adjacent to the planned initial mining area, to Indicated Resource category so they can be used in the ongoing definitive feasibility study. The drilling was a success with some large areas of higher grade mineralisation defined in the target area.
On the back of this resource upgrade, we have commenced an optimisation of the mine design. When complete, this will allow finalisation of a grid drilling program for upgrading parts of the Indicated Resource to Measured Resource to facilitate the definition of proven reserves for the definitive feasibility study that is progressing well."

Renewable energy... Battery Power.... Todays news tesla switched on biggest ever Lithium battery.... Hmmmmmmmmmmmmmmmmmmmmmmm

[apad] 03/12/2017 12:44

That was a great BTFD opportunity in Chesnara.

apad

[hope to win] 03/12/2017 11:40

Me Two. RGP could be Monday’s flyer.

Value* Market cap just over a Million

Value* directors work for just one pound a year each

Value* In profit

Value* Premium listed none of your AIM or standard listed rubbish.

[thelongandtheshortandthetall] 03/12/2017 11:39

I think the us tax cut will bolster new levels of profits and in turn keep the rocket boosters on for a while yet.
I'm also expecting a deal for the repatriation of money held over seas.. That help me googlies 😊

[modform] 03/12/2017 10:54

I personally expect the market to keep rising, lead by the USA.I think a lot of people are still on the side line due to the man in charge being a bit unstable, but as the market rises they will join the latter part of the party, so we may get a shooter followed by a correction.In the USA tax cut bill , there is a non negotiable tax cut for golf club owners, which will only benefit one man , you couldn't make it up...

[apad] 03/12/2017 09:54

Not a competition between people, janeann, so more people agreeing on a constituent is better.

I'm neither a convert nor a critic of PRSM. As I have said (oftentimes;-) I don't understand it's technical advantage, so it's not for me. "Through a glass darkly."
Doesn't mean it's not a great company.

The last acquisition by acso confused me, it seemed to be moving into more speculative, lower margin businesses - along with the risk of a yoodle acquisition.
So, something to prove (by a successful CEO), not a btfd share, as far as I am concerned.

apad

[janeann] 03/12/2017 09:42

roulette wheels stocks - that's fine.

20 shares - that's a lot. increases duplication between people I suggest. Fewer are better imho

Prsm - a dead cert; so you are a convert now?! BTFD on acso?

[redartbmud] 03/12/2017 09:25

APAD

I do like where you are coming from.
It would be a very interesting exercise to run a stellar growth portfolio against one of stalwarts and to see the outcome over a 12 month period.
Maybe next year Trumpville have a 'hairy' time, as the chickens come home to roost on the political front. Skinhead President by June?
Brexit is bubbling up nicely for a big fallout? Hmmm...
The micro/macro debate will be a healthy way to measure progress.

red

[apad] 03/12/2017 09:20

Stalwart is up 38% YTD.
No red entries.
HILS and RDSB only single figure growth stocks.

apad

[janeann] 03/12/2017 09:17

I like the stalwart portfolio idea.

I don't know how you define a roulette wheel stock - given your thoughts on prsm prior to your IT acquaintance's positive comments; would that have been a roulette wheel at start of 2017? Is it still?

ps and LOQ when it was 10p?

[apad] 03/12/2017 08:41

ps I'm liking my 'stalwarts' idea and have already created a portfolio of red's and my companies. Can't do foreign.

[apad] 03/12/2017 08:39

Some new entries here that are worth a look. Lovely cash flow histories.

www.david-wilmshurst.co.uk

apad

[apad] 03/12/2017 07:41

How about we run a portfolio of 'Stalwarts' to check against folks beginning of the year holdings?

I would add to red's list
Rsw, Spx, Ghh, Hils, ABC, HLMA, VCT, DPH, CRDA, RDSB
What do folks think?

We could then choose from this year's entries a portfolio of 2017's stellar growth stocks (not roulette wheel, proper businesses). We could then run these two portfolios long term. Might be some lessons there.

attrader, time to start thinking about rules for next year's individual portfolios. My vote would be for the top five holdings (as a measure of one's judgement at the start of the year). An alternative might be one's top five candidates for increasing on dips. In any case they should be stocks that are owned.

Hydrus, they usually fail by believing their own publicity, perhaps. If you but glance at Woodford's purchases compared with Terry Smith's it seems to me that you have a man, convinced of his own stock picking ability, looking for winners against a man running a disciplined system.
Maybe there's a bit of both in all of us, but we have the advantage of investing relatively small amounts, which opens up much more opportunities in the small cap arena.

apad