Venture Life Share Discussion Threads

[hydrus] 01/3/2018 07:29

APAD but if 'Plants4Presents' has to explicitly get your permission to stay on their database (presumably through emailing you and getting you to click to say yes) there is a good chance you might not bother or even notice the email?

[apad] 01/3/2018 07:14

KOOV - oops!
"Following the success that Koovs has achieved to date in establishing itself as a leading affordable fashion brand in India, the Board has performed a review of its operations to identify medium-term objectives to support its future growth plans. The Company continues to be actively engaged in a dialogue with potential capital providers, whilst prudently managing cash resources until the first round of new financing has been closed and the next stage of major capital investment in the Koovs journey begins."

IND
Any idiot can link a digital camera to a computer.

Howdens
Great management!

Never buy anything with graphene or nano in the name.
"Reduced Group loss from operations after tax for the Period of £2.2 million (H1FY17: £2.4 million)"

Hunting back with a bang, red!

XPP
A sad near-purchase on my part :-(

Very interesting Accesso rns this morning, j.

apad😎

[apad] 01/3/2018 07:02

I thought about this point, H.
Whilst not being particularly clued up in the area I thought it was an elderly lawmaker's wet-dream about controlling the internet.
My mailer knows what I don't want to see - so I don't see it.
When one of them 'solicits' me, I won't see that either.
Plants4Presents sends me emails that I see en passant. If it solicits me I'll ignore it, like I do most of its emails until I want to buy someone a lemon tree for Xmas.
Am I missing something?

Good to see you are still around attrader.

"...should in my mind be the most likely to win the competition - or why would they be my largest holdings?" That's why I have my largest in the competition, j. On the likes of Lloyds, I don't like what I think of as sine wave companies that only surprise on the downside - because they are operating in a static, competitive market. The yield argument is OK if you need the income instantly, but I want a regularly increasing divi from Stalwarts.
Maybe banks will be the next Maplin?

apad😎

[hydrus] 28/2/2018 21:17

Good to hear attrader Scott on DOTD today for those interested:'A friend flagged up that dotDigital (LON:DOTD) might be affected by the new GDPR regulations re email marketing & spam. These regulations kick in this May, and require email marketers to solicit the permission of everyone on their databases to remain on the database. Obviously this is going to decimate many email databases, and make email marketing/spam very difficult to do. I imagine that might have some negative impact on DOTD, despite it branching out into other channels, such as social media. Maybe GDPR is why it decided to branch out? Anyway, I didn't think of this point yesterday, so just wanted to mention it today (and I've added a post-script to yesterday's report).'

[janeann] 28/2/2018 21:10

just wondering, and I suppose my largest holdings should in my mind be the most likely to win the competition - or why would they be my largest holdings? ; I still have some LLoy; almost forgotton now and every now and again I think I should do something with them. But they still sit there earning their 4%.

arc - it bounced back a little - news imminent - next week I think

[attrader] 28/2/2018 20:55

It is good APAD is keeping a back up of comparison and updating the monthly results. Much faster than i could be :)

I also have script to track individual share performance. CSV uploaded on google storage..



Hydrus, i am still around. But not finding any quality business at a price i would like to invest. So, just reading, researching and coding :)

[redartbmud] 28/2/2018 20:53

janeann

They are all in my portfolio, but collectively are a small percentage of my Lloyds holding. That gives me nightmares when it loses just 1p on the share price! Great when it goes up though:-) The rest is pretty well spread.

red

[apad] 28/2/2018 20:52

I'm not sure ARC is that perky, red.
Big spread.
News soon.
apad😎

[apad] 28/2/2018 20:48

Mine are about 65%, j.
The idea was that you had to own the shares - not that they had to be the top five. I chose the top five, but I could've chosen my puppies.
Anyroadup, it's about learning, not winning - even though you are doing rather well :-)
apad😎

[janeann] 28/2/2018 20:37

red ... Does that represent you share portfolio or is it just the comp entry. My 5 are c 30% of my holdings; with prsm now the smallest of the 5.

'blizzard for a few miles'; its been like that nearly half the day here! decided against driving anywhere fortunately. Its also very odd snow; sticks and fills up the wheel arches to form a solid unforgiving lump

[redartbmud] 28/2/2018 20:36

APAD/janeann

Arc is looking a bit perky of late.

red

[hydrus] 28/2/2018 20:31

Sorry thelong yes I was!

[redartbmud] 28/2/2018 20:28

Yes. Last year I had a view on how the economy, BREXIT and the way different categories of shares would react. I selected the armageddon scenario. How wrong I was then!
This year I have gone for slightly higher risk growth stocks. RPC was supposed to be the 'safe' bet that I thought was worth at least £10 any day of the week.

Hey ho...

red

[apad] 28/2/2018 20:14

High risk entries, red. A complete switch from your last year's technique 🤔

apad😎

[redartbmud] 28/2/2018 19:31

Back 'home'.
This morning it was snowing in Torquay. The first time for 11 or 12 years.
Decided to pack up and come back, before I was snowed in.
Around Worcester, I hit a blizzard that lasted for a few miles. Visibility was extremely bad.

I cannot believe that I am stuck on 0.5% in the 'comp'. Rpc is refusing to come to the party and the anti-plastic lobby seems to be destroying value.

red

[homebrewruss] 28/2/2018 19:04

Sounds like it :)

[thelongandtheshortandthetall] 28/2/2018 19:00

Hi Hydrus
Are you replying to homebrewrus.

Cheers

[hydrus] 28/2/2018 18:34

What happened to attrader on this thread?Thelong - you are probably right about the company specific issues with Maplin and TrU. Hence why they have gone down early. However the likes of Amazon and other online shops will take down many fairly average high street businesses. Next appear to making a half decent fist of things though so there is hope for some.

[apad] 28/2/2018 18:20

My numbers are the average of the five share price changes, gsb.....
apad

[gsbmba99] 28/2/2018 18:09

Is the comparetition based on share price return or total return?

[apad] 28/2/2018 18:05

ps
Thanks for the comment.

[apad] 28/2/2018 18:04

I've been reading the annual report, MJ, and find that I have difficulty pinning down what their real expertise is - too much top down whizzy words.
I feel that I am being glamoured.
They also seem to have fingers in quite a few pies, which implies high costs (against a falling revenue).
Too much effort for me to understand I reckon.
Might be a miss, but I'm good at misses!
apad

[melton john] 28/2/2018 17:39

Hi Apad, SPSY doesn't knock me out as great value. Lumpy earnings and poor cash flow in the past and a significant price rise 2 weeks before a "ahead of expectations" rns on Feb 1st and a drop off since. Is the good news in the price? I wouldn't be inclined to buy before results but there might be some profit taking early and a buy the dip opportunity.

[apad] 28/2/2018 17:34

Yup, that's a common pattern, janeann.

I'm prepared to take a loss. I'm fixated on the story, as you might have gathered 😊
What I don't like is not recognising when the story has changed. Hence my endless posts on DOTD, which were about me trying to find fault with the story.

I don't mind the risk and the competitive nature of the market. Hence my concern with increasing revenue.

Obsession with margins makes me giggle - not a pretty sight.

Your Comparison shares have lit the afterburner, j.

apad😎