Venture Life Share Discussion Threads

[apad] 05/3/2018 22:33

Business much as usual with ROR I reckon.
HTG since Autumn has been spectacular.
apad

[redartbmud] 05/3/2018 22:28

APAD

I top sliced 25% of my shareholding at a price well below current levels.
It was very good business at the time:-)

red

[apad] 05/3/2018 22:25

ROR is 11% above my bail out price, red.

I like the PTSG style acquisition strategy. Mopping up small enterprises in a focussed area. They get good value.

apad😎

[redartbmud] 05/3/2018 22:19

APAD

Ror finals tomorrow.
Fingers, toes and legs crossed:-)

red

[redartbmud] 05/3/2018 22:18

Hydrus
It is a moot point.
There are very few quality very high organic growth companies around.
Acquisition focussed strategies can be an excellent shortcut to rapid growth. Taking over successful complementary businesses often significantly enhances a company. The downsides, for me, include:
1. Dilution of existing shareholdings by the issue of additional shares, normally at a discount, to new shareholders.
2. Significant amounts of goodwill on the balance sheet. This is an intangible asset that may limit the ability of the business to borrow from banks to support future growth and working capital, as it's ongoing value is subjective and, as it says on the tin, it is intangible.

red

[apad] 05/3/2018 22:13

Anyroadup, I don't have any more income until April and there will be new information by then.
apad😎

[apad] 05/3/2018 22:11

Led you to ZOO, H, so it's not too shabby.
apad😎

[hydrus] 05/3/2018 22:07

Yes exactly. Overall I just prefer organic. Very middle class.

[apad] 05/3/2018 22:06

HALMA
apad😊

[hydrus] 05/3/2018 22:01

Call me picky APAD (I think us private investors can be), but I'm only generally interested in very high organic growth. I don't like acquisition focussed strategies. There are the occasional exceptions mind you.

[apad] 05/3/2018 21:55

Yup.
Fertile area of business, though.
But, no current vacancies.
apad😎

[hydrus] 05/3/2018 21:49

But really it was 13% organic revenue growth. The rest of the revenue increase was from an acquisition.

[apad] 05/3/2018 21:32

IDEA
Revenue increased by 43% to £17.2 million (2016: £12.0 million)
Net cash of £5.9 million (30 April 2017: £4.2 million; 31 October 2016: £4.8 million)
15% increase in interim dividend to 0.078p (2016: 0.068p) - mind you, still a piffling amount.
Seems pretty sound.
You're hard to excite, H.
apad😊

[hydrus] 05/3/2018 21:23

Not one that excites me APAD.

[apad] 05/3/2018 21:13

IDEA is declining nicely since excellent January interims, Hydrus.

Could be feeding time for the puppy next month.

apad

[hydrus] 05/3/2018 20:44

Good day on FEVR APAD. ZOO offers an opportunity at this point - hasn't broken out yet but I'm sure it will soon enough. It's so rare to find a small cap company growing revenues organically at the level it's achieving. Exciting times.

[apad] 05/3/2018 20:34

I'm
27.6% FEVR
14.3% BOO
MJ.

Two Dray Horses, one on a go-slow!

apad😎

[melton john] 05/3/2018 20:29

Change one of the HTTP characters and it fools the filter.

[melton john] 05/3/2018 20:27

I sold my FEVR and bought more BOO, thinking the same. The reasons are still valid so just have to tough it out. The amount of trading of BOO makes me think someone is stake building.

[apad] 05/3/2018 20:26

hxxps://www.stockopedia.com/content/how-to-avoid-the-high-testosterone-mistakes-made-by-hedge-fund-managers-331448/

apad😊

[apad] 05/3/2018 19:30

ABC - me too 😊.

As far as I am concerned the BOO story is stronger, mod, particularly the warehouses and their automation.
Advertising and systems development can be funded when revenue is rocketing and it all makes it difficult for potential competitors. See KOOV!
My travelling pals say they see adverts all over the world.
There maybe something I don't understand, but I always make my own judgements - following trends is a fool's game.

apad😎

[modform] 05/3/2018 18:25

ABC apad, I have held it for so long , I forget sometimes that I have a large holding.Not sure about BOO, the sector is unloved atm , but the story remains compelling.

[apad] 05/3/2018 18:08

FEVR FY a week tomorrow, mod.

28% of Stairway!

Yoodles excited today.

Market not at all excited by ABC. Noticed currency effects on revenue as well as the two major items of expenditure.

apad😎

[modform] 05/3/2018 17:54

FEVR is breaking out to all time high, per is a meaningless measure for a growth stock.

[apad] 05/3/2018 13:41

apad😊

Zoo is excellent - a very fat puppy indeed.

This is my last communication with Peter Harrison, after he had responded, too simply, to my original email. I rather hoped he would reply, Lauders.

"Here is my gist:

Siemens are not trumpeting advantages over competitors:
see 'conclusions' on:



The performance characteristics of the Siemens hs-cTnI test against others here:
Info is provided by the manufacturers and not independently verified.
99th percentile Overall/M/F ng/L - high is good I believe and ADVIA is high, however the numbers are difficult to compare and the FDA has made this observation.

No need to reply - unless you are amused :-)"