Venture Life Share Discussion Threads

[attrader] 30/3/2018 19:03

From my experience, I have found trustpilot reviews to be impartial, they dont filter what users post. A few links for Boo & Superdry below..

[apad] 30/3/2018 18:44

attraderr I get confused about the user review data. Do you have a view about where there is good data?
apad

[apad] 30/3/2018 18:39

The SOS founders are a couple of fashion journalists, H.
Poisoned chalice!
apad

[hydrus] 30/3/2018 18:20

Paul Scott's SOS investment looking like a bad idea. A very odd one as it looked like it had a tiny chance of success to me. Starting a clothes website must be one of the hardest ventures. Possibly his own clothes shop experience convinced him he knew more than everyone else?

[attrader] 30/3/2018 17:26

Reading BOO annual reports.. Ticks most of the boxes except user reviews for both Boohoo & NastyGal are not good..

I see ASOS has similar rating - only SuperDry seems exceptional with 4.5/5 on Trustpilot...

I guess bad reviews add additional costs in marketing to replenish lost customers and discounting to compete with other online retailers ..

Any insights in online retailing business?

[apad] 30/3/2018 11:20

hxxp://www.polarean.com/technology.html
hxxps://www.voxmarkets.co.uk/blogs/w-resources-saffron-energy-new-aim-listing-polarean-imaging-on-todays-podcast/

Phase III imaging trial. Looks interesting.
Polarean’s Phase III trial for its imaging technology is expected to begin in early second-quarter 2018 and is expected to last for about 18 months as it prepares its NDA to the regulatory agency.

apad

[hydrus] 30/3/2018 10:32

I'll keep an eye on it Mattjos. Well done though it's generated good returns if you got in early.

[apad] 30/3/2018 10:23

Had a quick look at the last annual report, Mattjos.
Their products tick a lot of attractive boxes. Interesting reading.
Didn't like the expertise of the big cheeses - too many politicians (but then, maybe that's a good thing in the world of green tech!).
Couldn't find references to how their technology is protected or special - maybe that's in the admission document? A clear understanding of this would be the key factor in ensuring the survival of a minnow in the world of big fish.
FWIW
apad

[mattjos] 30/3/2018 10:06

SYM valuation is high, I accept & we'll have to wait for next figures to see if (as I believe) growth is now accelerating.It's debt free now and there is clear intent to pay maiden dividend.What I like are the recurring revenues building up, the strong branding, relatively fixed cost base, continued product development & a big distributor 'pipe' to flow product through.Somerton's presence as an investor and member of the BOD will keep them 'honest'.Would be surprised if we do not hear of other countries mandating in favour of the technology this year.Very, very early stages still so, I expect volatility but, should now go on over next 2-3years to breakout into all time highs and keep going from there, assuming it remains independent.

[apad] 30/3/2018 09:37

😊
An excellent litter of four, H.

Your comment on RSW, Big7, prompted me to look at my history. I bought the dip more times than I remembered.

5-Dec-2008 1381
11-Sep-2012 1617
20-Feb-2012 1513
2-Jul-2015 2282
30-Jul-2015 2112
15-Mar-2016 1888

Average is £17.

I guess this is what has made me sanguine about the recent drop, and perhaps I shouldn't be?
apad

[hydrus] 30/3/2018 09:29

I'm with you Jane - not entirely convinced by SYM. The valuation doesn't look right to quite me. Revenue growth was 20% which is ok but when starting from such a low base really would be looking for faster growth to justify valuation. It's one of those companies which is associated with a wider trend - reducing use of plastics and then it gets a high rating, without it being absolutely clear that it will be a big beneficiary. Re wider market, pleasingly with ZOO and BVXP, TUNE (and BUR to some degree) in particular powering ahead I've seen double digit portfolio growth so far this year. My performance will be very strongly influenced by ZOO so bad news there would be a problem. My approach is for widows and orphans (because they need to generate big returns and therefore take risks)

[apad] 30/3/2018 09:18

I looked at it briefly, j - it's up 11% on Mattjos Comparison entry.
Recycling companies I don't trust because of their reliance on .gov systems and subsidies.
But that's just my prejudice.
apad

[janeann] 30/3/2018 09:09

have you looked at sym - matjos plastic company ; I looked at it and struggled to understand just what it was doing - and wasn't convinced, but since then its up 50%?

[apad] 30/3/2018 09:04

Tried hard to like Medica Group, but it's not for me. I can see it being a decent business, but am not convinced about its growth potential or its 'moat'.
So, I carry on with my habit of rejecting companies!
apad😎

[apad] 30/3/2018 08:37

apad comparison (5+% steady over 3 months):

FEVR Still delivering and US systems in place. Founder recently sold a chunk - could be a buying opportunity in the offing.

BOO 🤔

ABC Still spending money on infrastructure, good further link with Roche.

BVXP Little gem of a cash machine.

TSTL EPA decision day 16 April.

Overall the Comparison seems to be showing how hard it is to be immune from the market.
Stalwarts down but much less than the market.
Last year's stars down twice as much as the market.

[janeann] 29/3/2018 22:25

thanks apad; hadnt seen it but its not an rns (as far as know). But prsm is certainly expanding its area and its offering. I could suggest its now in btfd territory!

[apad] 29/3/2018 21:45

Interesting Blue Prism rns, janeann.

www.investegate.co.uk/blue-prism/gnw/blue-prism-continues-rapid-global-expansion-ope---/20180329202742H0728/

apad

[attrader] 29/3/2018 19:57

Individual share comparison ...

Ticker,Jan,Feb,Mar,Total

SYM,33.6,-10.5,63.4,95.5
XPD,-7.0,14.6,35.1,44.0
SOM,19.2,-0.3,10.9,31.9
DPH,13.1,6.5,6.3,28.1
FLTA,26.7,-0.8,-0.5,25.1
LTG,20.6,-3.7,7.6,25.0
TRIN,13.8,-6.8,17.7,24.8
FEVR,7.2,2.0,10.0,20.4
ZTF,-5.9,15.8,9.2,19.0
AAZ,29.8,-2.0,-6.6,18.8
ABC,16.7,1.9,-1.1,17.5
BUR,7.3,-15.2,28.8,17.2
GTC,6.8,13.9,-4.2,16.5
DRV,-6.7,14.3,9.0,16.3
PRSM,19.1,6.7,-9.1,15.5
ACSO,13.2,4.3,-2.4,15.2
FFX,-3.5,5.6,11.8,13.9
IGG,6.6,5.5,0.6,13.1
LIO,18.4,-3.4,-1.3,12.9
VLE,20.7,-14.8,9.4,12.5
IDEA,22.5,-9.5,0.9,11.9
SPSY,37.7,-3.5,-17.2,10.1
MAB1,5.6,-0.7,4.1,9.2
BLVN,0.8,-6.0,15.1,9.0
STAR,18.4,-4.1,-4.1,8.8
TSTL,9.0,2.2,-2.8,8.3
APGN,4.1,-2.5,3.9,5.4
NEXS,17.2,0.8,-11.2,4.8
GFM,6.2,10.8,-11.5,4.1
WSG,0.1,-3.0,6.4,3.3
CRDA,1.7,2.7,-1.4,3.0
CAM,3.8,-0.4,-0.4,2.9
CAKE,7.7,-5.7,1.3,2.9
SPX,1.3,-0.2,0.8,2.0
QXT,11.1,-12.7,5.1,1.9
BVXP,-4.6,-6.4,14.0,1.8
ENQ,29.8,-20.3,-2.0,1.4
AMS.MC,4.1,-4.6,0.9,0.2
RFX,7.8,1.9,-9.9,-1.0
CVSG,18.7,-12.9,-5.0,-1.8
NTQ,15.7,-11.8,-4.1,-2.0
HILS,-9.5,0.2,7.7,-2.3
AHT,5.9,-0.3,-7.9,-2.8
OCN,2.3,-4.5,-1.0,-3.2
REDS,4.3,0.0,-7.4,-3.4
GOOG,10.9,-4.7,-8.7,-3.5
HUM,1.7,-1.8,-3.5,-3.6
VANL,2.1,-2.4,-3.3,-3.7
VCT,-7.2,5.4,-1.7,-3.9
FDEV,4.2,-12.0,4.1,-4.5
KAZ,-8.4,3.9,0.1,-4.6
KRS,-15.3,14.9,-2.7,-5.3
RWS,-8.4,5.1,-1.8,-5.5
PAM,4.7,-2.9,-7.4,-5.8
TXP,-4.0,-8.8,5.9,-7.2
WTI,28.0,16.2,-37.7,-7.4
HLMA,1.7,-6.2,-3.1,-7.5
IQE,-21.8,18.6,-0.6,-7.8
AEO,2.3,-5.5,-5.0,-8.2
SRC,-4.1,-2.5,-2.0,-8.4
MSLH,-7.7,-1.2,0.1,-8.7
MSAB-B.ST,5.8,-11.6,-2.5,-8.8
HL,3.7,-7.9,-5.2,-9.5
ARC,-7.2,9.4,-11.1,-9.8
JIM,-1.8,0.3,-9.0,-10.3
RPC,-3.5,-5.8,-1.7,-10.7
GAW,-10.4,1.3,-3.3,-12.3
ITV,2.1,-6.4,-8.4,-12.4
SDX,-9.3,-8.6,5.6,-12.5
FB,5.9,-4.9,-13.3,-12.7
GHH,-0.9,-3.1,-9.2,-12.8
RSW,-4.3,-3.0,-6.6,-13.3
PTSG,2.8,-4.3,-12.6,-13.9
MRS,-22.3,24.8,-12.4,-15.0
AMER,0.5,-11.3,-5.1,-15.4
MGNS,-10.5,-3.4,-4.3,-17.3
RHL,-13.1,-8.0,3.3,-17.3
FUTR,-7.4,-2.8,-8.3,-17.4
IMM,-26.5,-4.4,17.2,-17.6
XLM,-2.3,-3.6,-12.9,-18.0
WJG,-1.1,-5.3,-12.4,-18.0
ESG,-15.4,1.7,-5.0,-18.3
SQZ,2.4,-11.4,-11.0,-19.3
DOTD,-8.7,-7.5,-5.3,-20.1
BHRD,-33.3,27.9,-7.4,-21.1
BOO,-1.4,-0.1,-19.9,-21.1
STCM,-2.2,-11.1,-10.0,-21.7
HOC,-13.8,-9.9,-0.6,-22.8
D4T4,-15.9,12.9,-18.8,-23.0
ASH,-7.2,-10.4,-7.6,-23.2
FLX,-16.4,23.3,-26.5,-24.3
ISAT,-5.0,1.0,-21.4,-24.6
MTFB,-8.7,-5.1,-16.2,-27.4
HCM,-7.5,-8.3,-14.6,-27.5
TAP,-3.8,-10.4,-19.0,-30.1
PCIP,-4.1,-6.1,-27.7,-34.9
MGP,-24.7,4.1,-20.9,-38.0
SRT,-19.4,-14.1,-18.7,-43.7
GMD,-32.1,-27.6,1.8,-50.0
CYAN,-36.1,-5.3,-19.5,-51.4
UKOG,1.9,-46.4,-26.7,-60.0
IDP,-15.1,-2.7,-55.8,-63.5
SGP,5.2,5.2,0.0,0.0

[apad] 29/3/2018 19:28

Thank you, Valhamos.
apad

[valhamos] 29/3/2018 18:40

APAD According to the prospectus there are only 3 material Teleradiology providers in
the UK, who are direct competitors to Medica: 4 Ways, Radiology Reporting Online, and
Telemedicine Clinic. MGP is two and half times larger than its nearest competitor (and more so in terms of profit which I assume is the benefit of greater scale or being more efficient/better IT). And because of the way its IT interfaces with the NHS systems its radiologists have full access to the same radiology history and previous images that an in-house radiologist would have access to, something MGP claims its competitors are not able to provide.

[apad] 29/3/2018 17:25

Valhamos - have you found any competition - here or abroad?

I've yet to look.

apad

[valhamos] 29/3/2018 17:09

MGP was mentioned earlier.

I have had a small stake (a puppy in APAD terms) for 6 months. As was to be expected for a recent IPO the company got punished for a mildly below expectations statement a couple of months back but I think the company will continue to grow. The demand for diagnostic imaging should continue to increase with the ageing demographic driving an increased incidence of conditions requiring scans along with medical/technical advances resulting in more conditions being suitable for diagnostic imaging. That almost all its revenue is from NHS Trusts (it provides services to half of them) is a risk but it would require a huge investment to match the company's response times.

Recent volatility is throwing up a number of possibilities; adding here is one of them.