Venture Life Share Discussion Threads

[apad] 10/3/2018 06:22

Stairway, up 5.3% YTD.
I dread to think what the IC journos would think of this distribution:
FEVR
BOO
ABC
RSW
BVXP
TSTL
DOTD
AMS
SPX
PRV
HLMA
PTSG
FARN
QTX
FFX
VCT
SOU
NTQ
ZOO
DPH
IDEA
ARC

28.8%
14.2%
11.4%
7.5%
6.9%
4.8%
2.9%
3.5%
3.5%
3.2%
3.1%
2.8%
2.2%
1.2%
1.1%
0.9%
0.8%
0.4%
0.3%
0.1%
0.1%
0.1%

apad😎

[lauders] 10/3/2018 02:15

Apad - Re: post # 17591.

You missed the last part of Malcy's SDX commentary off (perhaps intentionally):

Following my trip to Morocco I certainly came away even more positive about SDX if that was possible and this news is very encouraging in terms of the plan to increase production to 8-10 MMscf/d by the end of this year. With costs extremely low and gas prices increasing towards $10 and then $12 the outlook for the company is extremely bright as they move to Lalla Mamouna for two exploration wells.

Nothing new, yet the share price still refuses to react. Come on SDX!

Another "disappointer" is AMER! Big7ime - When is that going to do something positive. Another one where value is plain to see but action is counter to prospects. I trust this is one you still have faith in and are not waiting for the crash to take even lower ;-)

[lauders] 10/3/2018 01:05

Thank you for the BVXP opinions dacian and Apad. The next RNS will be very revealing as far as the initial progress with Siemens is concerned I hope. As stated there may be a BTFD opportunity this time. I would certainly like to see "On the other hand, they might do what they usually do: underpromise. The roll out could be smooth.", but the ball is in the air. Will it be caught or dropped?

But no share price reaction of any significance. What's new where SDX are concerned? An interview by PW on Proactive includes a comment that 5 drill rigs will be in action at one time later this year (before mid-year) so perhaps the share price will start jumping up (hopefully not going the direction of the drill-bits!) accordingly!

HCM news on Monday. Praying for a good March where news is concerned. ZOO and SDX started it off well, HCM and BVXP to come.

[thelongandtheshortandthetall] 10/3/2018 00:19

I might also add. Trump knew how to change the north korean stance... its no surprise that this new denuclearisation talk just happens to start just after the trade pressure begins against china.

[big7ime] 09/3/2018 20:28

They won't, this govt is hell bent on ruining the successful industries we do have and pandering to socialist wets

[thelongandtheshortandthetall] 09/3/2018 20:23

Fever tree 10.bagging in a couple of years.
Thats a nice simple easy to understand business there.
Always seemed too expensive. Based only on very limited research. Ie not going further than the PER. Whatamistakatomaka.

[redartbmud] 09/3/2018 19:44

Mattjos

Not talking myself into it. I have decided not to extend the number of my holdings. If I want to establish a new one, then I will have to sell an existing one. I am also looking to reduce a few. My portfolio is far too sprawling to manage effectively.
I want to keep my strategic reserve intact for dips and glaring opportunities.

There are big issues floating around that could have significant influence on the markets. They fluctuate in severity daily. The US would a appear to be on a modest growth course in the short/medium term.

Just MHO.

red

[mattjos] 09/3/2018 19:31

Everyone here talking themselves into seeing an imminent market collapse.No reason that I can detect why that should happen just now.It will happen but, not right now.Trump is doing just what he promised to do. USA economy has strength & momentum right now & where the USA leads, the rest of the world willingly follows.

[redartbmud] 09/3/2018 19:27

tlatsatt

I certainly hope that you keep your cheeks covered when ladies are present:-)

red

[thelongandtheshortandthetall] 09/3/2018 19:22

When did zoo go up to 84p! Blast my aversion anything i dont understand.
Too busy investing in tanning products lol. The story at idp certainly changed with superdrug not being touted as the biggest and best supporter of skinny tan.
Got a cheeky buy order in place. Well very cheeky.
Apad you could always write a memo or two. Similar to howard marks' the most important thing.
I'd read it for sure.

[redartbmud] 09/3/2018 19:21

Big7

Semi-philosophical mood.
1. You never make a loss when taking a profit. (I usually sell too soon and miss extra profit).
2. Having reasonable amounts of cash gives the chance to take any opportunities that arise.
3. You can never predict the tipping point for a market collapse, merely speculate that it is likely to happen. The rout is usually random.
4. The bots and algos take over. They seem to be able to trade when markets are frozen to the likes of you and I.
5. Brokers platforms crash and they do not answer the phones.
6. Nobody can predict the the depth of the fall and the speed of the recovery.
7. It is difficult to liquidate everything in the hope of buying back much cheaper.
8. There are CGT implications if/when you sell.
9. The dividends will continue to roll in during the turmoil.

red

[big7ime] 09/3/2018 18:48

Maybe it was cos it had digital in the name! 😂

[big7ime] 09/3/2018 18:47

I remember reading your posts at 14p and looking at it
Not sure why I didn't go for it, biggest mistake
Have good w-end

[hydrus] 09/3/2018 18:40

Big understood. I've sold 1/3 of my ZOO holding at prices between 150% and 600% profits. Therefore relaxed about any dips. I wouldn't be too happy with 20p mind you ;)As an aside if I'd just discovered ZOO I'd be buying it at this level. The only reason I've sold some so far is it was rapidly becoming an enormous part of my portfolio. We all have our comfort levels with that kind of thing.

[big7ime] 09/3/2018 18:34

Well done indeed H, but never say never
It is easy to say when they are doing well
If you knew ZOO was heading for 20p for example, you'd sell
Funny thing the psychy, you have to ask yourself would you pay the current price for it now if it was half the price, if you get me
Then why wouldn't you at half as it falls
Charts play a big role in many here these days and so confident they are in their chart analysis they think they can predict the future so if you are one of them you no doubt will change your view with the weather, ;)
I will have missed out on dotcom profits (made some, sold early on ) but didn't lose the lot!

[hydrus] 09/3/2018 18:18

Big you may be right who knows. I have a much higher cash position than a year ago. However I guess the trick is to make hay while the sun shines. I'm fortunate to be 140% up in a little over a year. That's a pretty big buffer for any kind of crash, particularly with a 30% cash position. I suspect there are posters here who are in an even better position. Personally I wouldn't sell about 3/4 of my shares whatever the market conditions as I'm happy to hold them for years.

[big7ime] 09/3/2018 18:09

Pride comes before a fall Apad. Funny how the no. Of new investment books available and record sums being invested in funds coincides with the height of the mkt just before a crash.

The quality of cos' being discussed on this thread seems to me reducing. Going by my gut feeling that there is nothing much I currently want to invest in together with the amount of awful nonsense companies that have come to mkt in the last few yrs soaking up huge sums being thrown at them, and attracting otherwise sensible investors like some here and fund mgrs urhhh! I believe we are on the precipice of a big crash.

I know I have been proclaiming this for while
Not to sound too pompous, I re-positioned myself for the last two crashes quite accurately. It needs a crash to bring sense back (and hence value) and get rid of the crazy vals that these no hope cos have. And those that say "ah but this time is different" it isn't and "but my cos are quality" doesn't matter! crashes/heavy corrections are sure as eggs with uncanny similar regularity. So the fact the next is well overdue by approx 18mths just makes it screamingly more likely, not less! And it doesn't matter how good you think your co is - the good stuff is brought down with the rest esp if it has shareholders sitting on hefty profits

I have downsized substantially my whole pfolio so that I have the highest % cash for decades - my main risk now lies with the banks folding.

People never learn from the past Generally the higher and steeper they've gone the harder they fall. And the hot air stocks will be decimated
And if you think there will be plenty of time to get out of these high flying puffs of nothing think again, share price in crash is not so much dependent on supply and demand as mms not wanting stock at any price, no demand and forced sellers on margin i.e. Debt
You can of course be Apad and ride out a crash which could be sev yrs to get back to where you were or as I prefer for example set price on say Fevr if I wanted that at 10quid. Just an example, I wouldn't want it for 5 ;)

Ready for Black Monday?

[apad] 09/3/2018 17:18

ISAT reminds me not to invest in infrastructure companies.
Channel Tunnel, Vodafone, etc.
Waste of time and money.
apad😎

[valhamos] 09/3/2018 16:58

DOTD - one of my comparison five and at down over 20% is surprisingly the worst performer but it is early days yet. The business looks sound enough, but it needs to improve the quality of its communication of finance matters in its interim and annual results. Ignoring revenue, there was no attempt at commentary on the income statement other than a statement that group adjusted EBITDA grew 8% and was in line with management expectations. DOTD is on its third CFO in 12 months (Milan Patel combined with it with being CEO, Phillip Blundell was interim CFO from last July, with Paraag Amin appointed on 5th February) as the latest had only been in post for three weeks it is probably unfair to point the finger at the latest incumbent but the fact that he is not an accountant let alone a qualified accountant remains a source of concern and an investment risk that I need to consider further before thinking about buying any dip.

[hydrus] 09/3/2018 16:29

What a terrific week on the markets. ATH now, some 15% or so up from that dip a few weeks back. I'm keeping my gems polished APAD. (Please don't write a book btw. There really are too many)

[redartbmud] 09/3/2018 16:26

APAD

I have been an accumulator all of my life, and particularly so with my investments.
There are shares that I hold where the company does not pay a dividend.

Bree is a case in point.
I first bought in June 2014. Whilst they have doubled in price, I have not received a dividend, or taken profit on the investment.
I have therefore traded them twice now, buying above my optimum weighting.
The outcome is 867 additional shares, accumulated at a small negative cost of c£5.
They have provided a 'dividend substitute' of c£690 at the current price.

I agree, not everyone's cup of tea, but every little helps.

red

[apad] 09/3/2018 16:13

😊
The more I think about it, red. The more I come to believe that I am a collector.
I like to find companies that are gems, I polish them, admire them, keep them in velvet and show them off.
If I find a flaw they are in the bin.
Perhaps I should write a new book on investing?
Perhaps not, the world does not need another book.

apad😎

[redartbmud] 09/3/2018 16:02

APAD

Top slicing and selling with a view to buying back - I am a complete and utter fopdoodle.

So am I, but it doesn't stop me from trying. One day soon, I might just get it right.
Anyroadup Ich bin der dorftrottel :-)

red

[apad] 09/3/2018 15:24

I first bought DOTD in March 2012 at ten pence, cbootle.
Since then I have bought sixteen times.
If I was a good trader, I am sure I could have jumped in and out to good effect.
But I'm rubbish at doing that.
What I know I can do is to BTFD on good companies that I own and understand.
Top slicing and selling with a view to buying back - I am a complete and utter fopdoodle.

apad😎