Venture Life Share Discussion Threads

[apad] 09/2/2018 07:12

VCT rns looks reasonably good, although medical is weak.

Their growth potential is based on selling innovative PEEK products as well as the raw material.

Their quality makes it unlikely that safety critical industries will change suppliers without good reason.

apad😎

[apad] 09/2/2018 06:43

IC say sell GSK
"With the put options, potential acquisition
of Pfizer’s consumer healthcare business
and growing demands of the pipeline
ready to drain the group’s cash resources,
we think it is only a matter of time before
investors see their income cut."

Gilead, the company GSK is suing (it collaborated with them in 1900s) is big, so lots of lawyer fees there!

They also say buy Purplebricks - the other company responding to comments through rns!

RDSB is 3.8% above my silly sale. I wonder if a combination of a weaker dollar and oil price together with a correction will allow me to rectify the error?
Less than 2200 would be nice.

apad

[apad] 09/2/2018 06:21

BTFD always works, Hydrus, until it's not a dip :-)

No cash available until next Friday, so I can't play.

Watching CNBC yesterday I was interested in all these peculiar leveraged products that were being made unstable by volatility. I realised that I didn't understand them.

apad

[lauders] 09/2/2018 01:44

Top-up/entry time in ZOO, BVXP, GAW, HCM to name four is looming it would seem. Shame I have most of my funds in companies whose share prices haven't been doing much recently. Expect to see them go down more now. Even FENR which reached 500p is joining the fun!

[hydrus] 08/2/2018 22:37

Red - that's right. Funny how brokers freeze up when you want to act most.

[hydrus] 08/2/2018 22:34

Not sure thelong - I was rambling so you've missed nothing :)Berkshire H - on my watch list too. Also the B shares unfortunately!

[redartbmud] 08/2/2018 22:30

Tomorrow will be another day when we will be unable to trade until the market makers decide that it is safe for them to do so.

Ah well, it should be fun anyway.

red

[thelongandtheshortandthetall] 08/2/2018 22:27

Hydrus.
Wheres your post gone.. hidden with +1 ???

[hydrus] 08/2/2018 22:04

I am certainly feeling a little more cautious at moment - I think the point Dacian raised yesterday about the consensus being this is a healthy correction is all is a little concerning. It might well be, but it wouldn't surprise me to see something more pronounced. Whilst I stuck my toe in water earlier in week I might pull the toe back out again soon. My 'sleeping point' is to stick with high conviction positions and keep firepower ready should there be some real opportunities. BTFD works APAD until it doesn't. Stocks like AMS are very expensive for the level of growth involved. I'd be less concerned about the more expensive stocks with (genuine) explosive growth as they grow into their ratings very quickly.

[thelongandtheshortandthetall] 08/2/2018 21:58

Berkshire hathaway shares getting cheaper. Quite fancy some of those.. class A would be nice.. class B will have to do :)

[big7ime] 08/2/2018 21:51

DD I think the mkt will be marked down at the open because the Dow leads us down
The frustration is that we do not climb as fast.

And the mkt may be entering the anxiety stage below

Knowing we can never conquer our inherent emotional biases, we should seek to understand the range of emotions we may experience as investors and how it affects our interactions with the market. A common market psychology cycle exists that shines light on how emotions evolve and the effect they have on our decisions. By understanding the stages of this cycle, we can tame the emotional roller coaster. The fourteen stages are:

investor-stages-emotions

Optimism – A positive outlook encourages us about the future, leading us to buy stocks.
Excitement – Having seen some of our initial ideas work, we begin considering what our market success could allow us to accomplish.
Thrill – At this point we investors cannot believe our success and begin to comment on how smart we are.
Euphoria – This marks the point of maximum financial risk. Having seen every decision result in quick, easy profits, we begin to ignore risk and expect every trade to become profitable.
Anxiety – For the first time the market moves against us. Having never stared at unrealized losses, we tell ourselves we are long-term investors and that all our ideas will eventually work.
Denial – When markets have not rebounded, yet we do not know how to respond, we begin denying either that we made poor choices or that things will not improve shortly.
Fear – The market realities become confusing. We believe the stocks we own will never move in our favor.
Desperation – Not knowing how to act, we grasp at any idea that will allow us to get back to breakeven.
Panic – Having exhausted all ideas, we are at a loss for what to do next.
Capitulation – Deciding our portfolio will never increase again, we sell all our stocks to avoid any future losses.
Despondency – After exiting the markets we do not want to buy stocks ever again. This often marks the moment of greatest financial opportunity.
Depression – Not knowing how we could be so foolish, we are left trying to understand our actions.
Hope – Eventually we return to the realization that markets move in cycles, and we begin looking for our next opportunity.
Relief – Having bought a stock that turned profitable, we renew our faith that there is a future in investing.

Individuals clearly follow this cycle in their decision making process. Since broad indices like the S&P 500 are comprised of the decision of millions of individuals, we should expect index prices to track this pattern as well. If we are aware of the stage of the cycle we are experiencing at a given point in time we will have a greater grasp of how our emotions are affecting our investment decisions. This knowledge will help us manage our own investment portfolios as well as predict the next step for the broad market.

[modform] 08/2/2018 21:43

NVDA smashes forecast on everything, including margin....

[hydrus] 08/2/2018 21:32

S&P 500 and DJI both down circa 4%. Tomorrow should be another interesting day. Looking forward to the next Trump tweet on the stock market.

[discodave4] 08/2/2018 18:52

Hi Big....No argument there, completely agree, British or not, facts are facts.But if you think the FTSE is going to keep falling in line with the DOW (that was mega overbought) all the way to 2008/09 levels, then I would stick one big mofo short on it if I were you!......but before you do, buy a scruffy dog and a begging bowl first.Each to their own I suppose, wish you luck.DD

[apad] 08/2/2018 18:37

Yes they are, H, it's called guilt.
If they were a great business other people would defend them.

I got interested in July last year - people like Big7 were posting about them.
At first I was interested, but the more I looked into them the more flaky it all looked.
They had had a big rise and folks like Big7 got their timing right.
I probably decided they were a bargepole stock in August.
As always it's the finances that the tintins catch out. My concern was more with the technology and Gov/Uni dodgy dealings.
Another good case study. It's good to be able to discuss developments (pro & con) over a period of time, without acrimony.

A pal got interviewed for a job by a scam company. He's a top class scientist and came back in hysterics, saying it is a perpetual motion machine. The company soared on the market and then went bust after loads of money raising exercises, based on technological wet dreams. The acrimony on the bulletin board was a sight to behold.

Comparing the US and UK indices should take currency into account and the S&P should be the comparator - with our All-Share.

Hey Ho

apad😎

[hydrus] 08/2/2018 18:20

Having said that I'm useless at predicting share price movements.....

[hydrus] 08/2/2018 18:18

APAD - IQE - that looks like a big own goal to me. Odd response. Are they going to release a statement every time someone questions their business?I'd expect it to tank again tomorrow.

[big7ime] 08/2/2018 18:13

I knew someone would (typical British response)

DD it's risen much steeper than the poor relation ftse

The point is, the ftse100 is at same level of a yr ago
The Dow is still 22% higher than it was a yr ago

[discodave4] 08/2/2018 17:29

"Dow has hardly been affected"From recent high it's fallen 7.7% (to current price at time of typing), the FTSE100 has also fallen 7.7%.The DOW has coughed and we coughed out of sympathy and politeness.DOW was well overbought for a long time, since Oct last year, the FTSE has come close but not had that honour.Hope that's it now as PF taken a bashing.DD

[apad] 08/2/2018 16:56

IQE, under more attack, has responded with the same defence.
Looking like an easy target.
apad

[big7ime] 08/2/2018 16:42

Once again we fall behind the Dow, and other indices - watch as they recover
And compare our indices
We are now back to sept 17 level
Dow has hardly been affected
The Dow coughs, we catch a cold is an understatement
advice to your friend should have been to invest in US mkt

I sold a load more today so am circa 45% cash
This is just the start
Whether I reinvest in the uk mkt is another matter

[big7ime] 08/2/2018 16:24

Might not be a friend for long Apad ;)

[panic investor] 08/2/2018 16:04

For those into fibs that Dow retrace was 61.8 from the recent lows to all time high

[apad] 08/2/2018 15:56

It's hunt the dip time again folks :-)
apad😎