Venture Life Share Discussion Threads

[apad] 08/2/2018 08:42

"apad how far did you get with that list of decent income stovcks you were producing?"
Not me j.
Stalwarts, yes. Income, no.

apad 😎

[janeann] 08/2/2018 08:34

hindsight is wonderful red! And you got better prices on your gsk than I!

[redartbmud] 08/2/2018 08:32

Gsk

Target range was £13.10 - £13.20 so sold in the middle.
£13.50 was in my thoughts, but maybe too much in volatile markets.

Bree
Watching for dividend now.

Ptsg
Come on my son!!

Rws
Sleeping a bit easier now, Kicking myself for not having
bought more in the dip.

red

[hydrus] 08/2/2018 08:31

Mod - I know you follow the US markers. I held SNAP last year but decided to exit as Market seemed utterly unconvinced and their features were being copied easily.50% rise yesterday though after good user numbers reported. Frustrating. I'll keep my eye on it.

[redartbmud] 08/2/2018 08:27

Gsk
Closed out, bound to be too soon, but 4.91% profit is ok.
Risk off the table.

red

[janeann] 08/2/2018 08:17

well just swapped some gsk bought yesterday for a small profit for some PCTN which has been marked down savagely by c 2p today (ex div of .8p today) .. so seems to good to refuse.

apad how far did you get with that list of decent income stovcks you were producing?

[redartbmud] 08/2/2018 07:57

APAD

Never shoot messengers, the message could be important.

SN. Plodding on serenely and the dividend is up. I never expect fireworks.

Nano Another partnership, to prolong survival. All returns go to directors and partners. Shareholders? What shareholders?

red

[modform] 08/2/2018 07:36

Well TESLA results looked pretty good to me apad, so many people have written it off, it just may prove to be the dark horse

[apad] 08/2/2018 07:29

Different strokes for different folks, j.
apad
ps
Don't think you need to be humble 🤔

[janeann] 08/2/2018 07:22

thanks - my mistake re yield - was thinking of gsks 6%! hence the edit to remove.

acso - don't understand the logic there; better to catch the train late than not at all. imho

[gsbmba99] 08/2/2018 07:21

JIM 1st quarter dividend announced at 5p, +17.7% on the 4.25p in Q1 last year. Suggests, if no further increases in quarterly dividend, 24.25p for the year or +3.2%.

[apad] 08/2/2018 07:20

91p as a percentage of the google last price (which might be a buy or a sell) is automatically calculated in my spreadsheet, j. It's better to round the number anyway.

I couldn't possibly buy ACSO, it would make my very-near miss on buying Lo-Q even harder to bear :-)

SOU estimates:
Wells spud: July, Sept & Nov. Seismic complete Aug

So am I going to stick with these last spins of the so-far failing spins of the roulette wheel?

apad

[janeann] 08/2/2018 06:57

edited

yes apad timing was good on ams; should have added more vigorously at the bottom; I reckoned too big a limit order and it wouldn't have been filled.

arc can be difficult to sell if you need to but you haven't got many yet so perhaps not a problem. May be a good chance to get a few acso? (Kames Capital Plc just gone to 3.8%)

[apad] 08/2/2018 06:41

Sooner or later ABC will buy BVXP.
ABC’s partnering with medical diagnostics companies to provide antibodies for blood testing machines, dubbed ‘Abcam inside’.

Unfortunately I don't believe BVXP is for sale at the moment.
Peter Harrison owns 8.33% of the company, but I suspect that the other major shareholders:

Miton Asset Management Ltd. 11.9%
Hargreaves Lansdown Stockbrokers Ltd. 11.0%
Castlefield Investment Partners LLP 8.08%
Sanford DeLand Asset Management Ltd. 7.78%
Livingbridge EP LLP 7.47%
Hargreave Hale Ltd. 6.39%
Adrian John Williams 4.93%
Henderson Global Investors Ltd. 4.90%
Jupiter Asset Management Ltd. 3.02%

will view his consent as essential to any deal.

Harrison is 59 and enjoying himself, so I suspect it'll be a while yet.

In the meantime there is a 4.13% yield to enjoy, together with a progressive divi policy.

apad

[apad] 08/2/2018 06:20

Calamity Carney day. Ooooerrr Missus.
apad 😎

[apad] 07/2/2018 22:15

Don't shoot the messenger, red 😎
apad

[mattjos] 07/2/2018 21:15

Looks like Dow May print some sort of a Doji candlestick today.Downtrend to continue Thursday?Am hoping we get a cash print to the 200DMA, rather than just a futures print, in the next couple of weeks.I do wonder if some participants have an eye on the 4th March Italian elections.Why has Bridgwater taken such a huge short position on Italian banks?DB coming under renewed downward pressure also.Don't think we are out of the woods just yet but, saying that, Gold very timid

[apad] 07/2/2018 21:11

It seems that the Advair story started as cliff edge and was diluted when competitor generics were knocked back by the FDA, red.

As time goes by it will be further diluted by GSK's own respiratory developments, and Advair will still be a competitor for the generics.

apad

[apad] 07/2/2018 21:05

"Glaxo has been building up its respiratory franchise over the past several years, hoping newer drugs can absorb the impact from Advair’s downfall. It now markets a suite of medication that share the same inhaler technology, and it’s counting on that large Ellipta portfolio—which includes drugs in “every category”̵2;to help bolster use of the individual medication, Cheryl MacDiarmid, company SVP of primary care.

The latest? Trelegy, a “closed triple” drug that was approved in September to blockbuster-plus sales predictions at peak. Jefferies analysts are expecting Trelegy to pull in $1.5 billion a year by then.

Evercore ISI analyst Josh Schimmer thinks Glaxo will look to position Trelegy Ellipta at the forefront of its respiratory franchise. Will that franchise together reach Advair’s heights? With payer pressure—and loads of competition in the field—the company will have a tough job fueling that kind of rise. Over its lifetime, Advair’s lifetime sales haul totted up to $101 billion as of last fall, according to EvaluatePharma research, topped only by AbbVie’s Humira and Pfizer’s Lipitor."

[redartbmud] 07/2/2018 20:45

Gsk

What a ride today. Up, down, up, down. up. Talk about schizophrenic. If only people could make up their minds!!
Maintained dividend should please income seekers.

This is the possible sting in the tail:
In the event of no substitutable generic competitor to Advair in the US, expect 2018 Adjusted EPS growth to be 4 to 7% CER

In the event of a mid-year introduction of a substitutable generic competitor to Advair in the US, expect full year 2018 US Advair sales of around £750 million at CER (US$1.30/£1) with Adjusted EPS flat to down 3% CER

red

[apad] 07/2/2018 18:42

Same old....
"Nicholas Hyett, analyst at Hargreaves Lansdown, described the generic threat was "a ticking timebomb".
"Advair accounts for 10pc of group sales - if a generic makes it to market early next year, it will blow a hole in the GSK income statement," he said."

Didn't realise this thoigh:
"new arrivals follow a cull of managers since Ms Walmsley took over. Around 40pc of the top 125 senior manager roles at GSK below executive level have been taken up by new people since April, and Ms Walmsley said the shake-up would continue this year. "

apad

[apad] 07/2/2018 18:05

Classic BTFD in AMS janeann.

I will have a few bob tomorrow - at the moment I am tempted by ARC.

apad