Venture Life Share Discussion Threads

[attrader] 16/12/2017 13:09

Does anyone know a good site listing AGMs in London, their time and location ?

[attrader] 16/12/2017 13:04

I have not been able to reach AppleGreen's management or visit their premises myself.

Only read their Annual Reports and heard from Irish colleagues.

Hoping to get 15 mins off Bob Etchingham's busy diary.

[thelongandtheshortandthetall] 16/12/2017 12:39

I have apple green on my possible picks list.
Good business there.

Last time I looked there was 14 post on the bb. Not a bad sign.

Thanks attrader. I'll put my five up soon as poss

[rp19] 16/12/2017 11:54

Applegreen - didn't realise they were listed but I was at one of their sites for work a few months ago. Got chatting to the site manager and he was saying how well they were doing out of convenience retail and the on site costa coffee (suppose he would say that). So, thanks for pointing out and I will look into it a bit more.

[attrader] 16/12/2017 11:41

I see. Please let me have your new entries when ready and I'll update.. I see your top 5 went up 208% last year. Well done !

[panic investor] 16/12/2017 11:04

at trader, apologies mine wern't entries for anything, they were just my stocks for this last year just about to be completed.

[attrader] 16/12/2017 10:56

TLH, i'd suggest picking 2 more to make it five :)

Well done on Google.. I keep thinking about missing it...

Also, please include a brief so we learn from your perspective.

[panic investor] 16/12/2017 10:45

at trader, this kind of backs up what I was saying

[attrader] 16/12/2017 10:31

Thanks PI, added your entries in.

[panic investor] 16/12/2017 10:25

at trader,

I picked IQE as my star performer this year on Twitter but it went too high for me.

This last year I've hit the gaming sector (KWS was my second pick) and online advertising etc XLM

I see the world becoming gaming mad basically there will be nothing else for people to afford/do apart from gaming/theme parks (ACSO) etc, they can't afford houses for a start. People want to be away from this world and in another !

My odd one out is NMC, private healthcare provider, under the radar to most but just carries on going up, some massive director buys recently too.

I did hold virtually all APAD's list but sold quite a lot off about 2 months ago as I felt things were coming to an end. Moved to trading them instead via S/B account. I miss the likes of ABC, DOTD and BVXP and may have to buy back in higher.

As I say I've been moving over to S/Betting and forex, it's always there and always will be and you get to win on bad news for once !

Hope this helps.

[attrader] 16/12/2017 09:49

A quick calculation on my ISA account reveals i am up around 47% since March. Shifting it to IG this year messes up numbers. Thanks everyone for ideas - without which i would not be able to do anywhere near as well.

[attrader] 16/12/2017 09:44

Here are mine..

Burford Capital (They provide finance for litigations which is a market in flux. Historically, they have been generating 25% IRR on their investments. Litigation business is uncorrelated with rest of economy which should reduce risk in portfolio. Ample room to compound capital as market is still growing. Credit: Hydrus)

IG Index (UK Based spread betting operator with exceptional customer service. They were hit by potential new regulations however they are diversifying into traditional brokerage businesses (SIPP, ISAs). That should improve stickiness of revenues and reduce necessity to constantly recruit new clients. High returns on capital, good management. Like the CEO. Credit: APAD)

Amadeus (Spanish market leader in processing travel transactions. More people traveling due to cheap flights, growing middle class and wealth generation in Asia. Sticky revenues with potential to grow at 6% in line with market growth. Credit: Terry Smith)

AppleGreen(Irish forecourt retailer acquiring petrol stations from oil majors exiting the business. They refurbish forecourts, rebrand them, add food & cloth retailing. Forecourt retailing is high margin business as customers would pay more for buying snacks in the middle of motorway. Management owns a decent stake. Credit: Wexboy)

MSAB-B (Swedish mobile forensics software provider competing in a niche market with only few other companies. Their competitive edge is number of devices supported by their software. Law enforcement agencies need a reliable platform to quickly extract data from suspect device and decipher messages. 50+% recurring revenues. Mobile forensics market is growing at a decent rate.)

[attrader] 16/12/2017 09:44

PI, can you please post rationale for picks? Would love to hear your thoughts.

[attrader] 16/12/2017 09:42

Thanks Lauders. Added you in.

[redartbmud] 16/12/2017 09:28

APAD

Rushing around at present, I will post comments later today.
Yes both books are excellent, and i have no doubt painfully accurate.
It says a lot about the industry, and not all is good or honest.

red

[panic investor] 16/12/2017 09:06

I do have concerns about IQE to be honest though. Cue a trading update on Monday no doubt lol

[panic investor] 16/12/2017 09:02

Mine are KWS NMC FDEV GAW and XLMGot out of BOO by luck near the top as well as IQE - both current top of watchlist and will start buying BOO again this week

[apad] 16/12/2017 09:02

Top 12, Panic (93%)
FEVR
BOO
ABC
BVXP
RSW
TSTL
DOTD
AMS
SPX
HLMA
PTSG
PRV

apad

[panic investor] 16/12/2017 08:58

What are the current 5 biggies APAD if you don't mind ?

[apad] 16/12/2017 08:42

attrader
My five entries are 67% of my portfolio - hence the word "commitment" :-)
I have been buying the dip on BOO despite it having slumped so far (260p high). It better be a dip!

Read Paul Scott on Best of the Best - he's been making sensible observations for a long time, including yesterday's comment on their tax problem.

red
Lovin' the audiobook. Suits my scepticism about crowd-think. Always nice to have one's prejudices confirmed.
I have to admit that I am somewhat surprised at how many of my prejudices are being confirmed :-)
Thanks for the recommendation.

apad

[apad] 16/12/2017 06:37

Looks interesting Lauders. SDX is a producer, so not really a roulette wheel stock

Watched a Dec. SOU presentation - YUK!

The website looks good to me too, attrader. I wouldn't put too much effort into the metrics myself. I suppose people's precis reasoning would clutter it too much?
Don't use that "c" word, it'll attract people you've not heard of before and won't hear from again. Maybe the precis' will be enough to put them off?

apad

[lauders] 16/12/2017 01:16

attrader - Looks pretty good to me!

February, March, May, July and August were good months for Apad's selections.

Repeating the link below for folk to click on directly. Just need to edit the lower-case "h" to upper-case "H" in links to make them "active" is my experience:



Since I don't hold many companies I will have to suggest these and hope they are acceptable:

HOC: Gold and silver miner with South American operations. FTSE 250 and pays a dividend. Reducing debt and as precious metal prices increase so do their profits. If 2018 is financially rocky as some say it will be then HOC should do well. My largest holding by a mile.

SDX: "Roulette wheel" to some but my 2nd largest holding and I think they will do well in 2018. Egyptian and Moroccan operations of mainly gas. Current drilling has been on a roll & coming up roses. The share-price is under-performing and hopefully will be rerated in 2018.

MSLH: Been a good year for this company that offers natural stone and concrete hard landscaping products, supplying the construction, home improvement and landscape markets. They are also into street furniture that protects public from some of the terror events we have witnessed over recent years. I believe they will continue to do well and acquire select businesses to expand their offerings. Current offer: 437.30p

ITV: Think everyone knows about this broadcaster. Been weak lately but the recent Disney/Time Warner news among other things has shifted momentum a bit and a new CEO next year may all mean a better year for the company. Pays dividends and special dividends. Always a chance of a bid/merger with them too. Been mentioned countless times in the past and no doubt will continue. Current offer: 166p

BVXP: No need to really comment on them here. Everyone pretty much knows the deal and why they are a great BTFD opportunity if the chance ever comes. Current offer: 2550p

I was thinking of SIA (think they will rebound in 2018 too), ZOO (sure others will pick so decided not for some variation, even though as Apad has done I am sure others will stick with BVXP) and AMER (another roulette type oiler but seems undervalued?).

[attrader] 15/12/2017 23:08

hmm..dont like how raw data is formatted.. For now, sticking with posting images online..