Venture Life Share Discussion Threads

[apad] 03/4/2018 12:10

CSN are a great BTFD company too, al.
Bought in one daughter's ISA so far.
apad

[attrader] 03/4/2018 12:05

a101uk, any good videos to understand their business ?

[al101uk] 03/4/2018 11:07

I always come out of watching an interview with Chesnara feeling relaxed and content with my holding... just a fantastic company, the bed rock of my portfolio.

[apad] 03/4/2018 09:38

Still comparing FFX and ZOO for next week's purchases.

Don't mind the recent price rises.

I think it was Hydrus who pointed out that companies with a market cap of less than, say, £100million, and a genuine growth story, needed to be viewed with that perspective in mind.

I'd like another contender, but I keep ruling them out!

No increase in shorting of BOO since 21March.

apad😎

[redartbmud] 03/4/2018 08:17

Nah
Maybe real nodding donkeys, not mechanical ones?
No offence to real donkeys intended. I support animal welfare.

red

[droyden] 03/4/2018 08:12

They must be pumping it by hand 😊

[redartbmud] 03/4/2018 08:07

ALBA

Raised £750k in share issue, to provide working capital.
Production resumed at Brockham. Increased from 21bopd to 35bopd.
Not going to influence oil futures:-)

red

[redartbmud] 03/4/2018 07:55

Half term report on the dog in my competition selections:

An upbeat tone from plastics manufacturer RPC Group (RPC) should be enough to stymie fears about a push to reduce plastic use and Hargreaves Lansdown says the company will be able to respond to calls for more recyclable products.

RPC’s fourth quarter figures were ‘light on numbers’, said analyst Nicholas Hyett, but ‘the tone is certainly upbeat, and given the headwinds facing the plastic packaging industry at the moment that should be enough to put some fears to rest’.

‘The campaign to reduce plastic usage and waste has weighed on the shares in recent months – and it’s unlikely the group would escape a regulatory crackdown unscathed. However, as one of the largest packaging businesses in Europe, with a focus on innovation, it’s not all bad news,’ he said.

‘RPC should be able to respond quickly to demand for more easily recyclable products with minimal environmental impact.’The shares fell 5p to 781.8p on Thursday.

It remains out of favour for entirely political reasons:-(

red

[stephen2010] 03/4/2018 00:21

ALBA!!! One to watch but don't hang around. About to 15 bag. See link below

[haywards26] 02/4/2018 20:18

There has been some very large director buys in March, the highest director purchases of the year to date by some margin

Total Jan 18 £6,793,772
Total Feb 18 £12,424,688
Total Mar 18 £33,842,463

2018 (Mar) director purchase analysis.

Top 3 purchases in value and quantity

1) - PFC - Purchase £10,000k - 1 purchase
2) - IPEL - Purchase £6,309k - 1 purchase
3) - AHCG - Purchase £2,235k - 1 purchase

2018 YTD director purchase analysis.

Top 3 purchases in value and quantity

1) - PFC - Purchase £10,000k - 1 purchase
2) - IPEL - Purchase £6,309k - 1 purchase
3) - ADT - Purchases £2,774k - 4 purchases

[apad] 02/4/2018 18:57

Flight to Safety market in yoodleland.

Bodes well for utilities tomorrow, perhaps.

The Tesla story moves towards its inevitable conclusion :-)

apad

[apad] 02/4/2018 18:42

Indeed red, I hope PTSG can charge a premium for the body on the boots.

I should have paid more attention to RSW - at least thought about the valuation.
20-20 hindsight as usual!

Checked out FFX on rating website. Pretty damn good.

apad😎

[redartbmud] 02/4/2018 17:37

APAD

Not disputing the fact, I was illustrating the principle.
PTSG have the advantage of markup on the equipment used/installed, but the limiting factor is the number of size 9 boots on the ground and the number of hours that they can work.

Rsw could do no wrong and the share price pendulum swung way too far to the upside. The business has not lost the lustre, it was just overpriced.

red

[apad] 02/4/2018 17:18

YTD Worst:
BOO -20%
DOTD -20%
PTSG -13%
RSW -13%

YTD Best:
ABC +17%
DPH +25%
FEVR +15%
ZOO +65%

Guernsey fund regularly increasing FFX.

[apad] 02/4/2018 12:37

PTSG has an edge because it sells special services, red. So, not entirely comparable.
I think their built in systems are high capital items.
apad

[attrader] 02/4/2018 11:43

Spot on red. Due to these challenges, Online Grocery shopping is under-penetrated at 7% but growing at 10+% a year. I think minimum order limit (around £50) for free delivery is too much for people. We have 40% single population ordering less than £30 per week. I do think limit will come down at some point which should result in further online growth.

Amazon threat is significant if they spend big and build out complete network. Not sure where they are going after Whole Food acquisition...I tried to order from Amazon Fresh but they asked for Amazon Fresh membership to order groceries which is bit too much for a customer only looking for groceries once in a while.

I think all supermarkets will need a cost effective solution for online deliveries. If Ocado can sell them on proven solutions including web portal, automated CFCs and 50% return on investment it can win big. 4 partnerships so far - will be interesting to see how it pans out..

[redartbmud] 02/4/2018 10:12

A bit like PTSG

You have a man and a van.
1. How much per day to pay the man, with NI, hol pay, pensions, sickness?
2. Capital cost/lease of van write off - including RFL, insurance, repairs and servicing, plus fuel.
3. How many trips in a day @ zero income (promotions), discounts, freebies to customers for discrepancies and full rate.

Warehousing/depots.
1. Logistics systems.
2. Floor staff receiving goods, picking and loading.
3. Admin staff
a) receiving orders.
b) preparing order paperwork and organizing routes.
c) stock control/supplier liaison.
d) collecting cash.
e) financial control.
4. Overheads.

It goes on. Amazon regulate when you can breathe, pee etc. Transgress twice and you are out. At present they pack and use third party couriers and the delivery costs are factored into the transaction more advantageously.
Amazon screw suppliers till the pips squeak!

Logistical challenge.

red

[apad] 02/4/2018 09:55

Amazon competition?
apad

[redartbmud] 02/4/2018 08:12

attrader

Friend is hooked on Ocado.
Their service is superb, keeping her informed about time of delivery.
They carry the groceries and consumables into the kitchen.
Fresh produce is delivered from a hub and hasn't sat on a supermarket shelf for many hours/days.
If they cannot supply the exact product, the substitute is normally acceptable.
Occasionally, she receives something not on the list, that she is allowed to keep without cost.
If something is missing, there is compensation.
Occasionally there is a loyalty gift.

The cost isn't excessive, but they deliver at a loss.
There is stiff competition from all of the major supermarkets.
I would have thought that, given the saturation of supply/demand, they should be in profit by now.
Research on that area is key.

Just a Ramble from Rugby.

red

[attrader] 01/4/2018 23:12

Been reading about Ocado... Few thoughts..

- They operate in growing online grocery shopping market and gaining market share
- Impressive ROIC on matures CFCs of above 50%
- New strategy to provide solutions to supermarkets is gaining traction and can be significant..
- Trustpilot reviews are good
- No profits yet but they should generate increasing margins once delivery network is matured and cost of an additional delivery goes down significantly..

I'll read more and report back..

[redartbmud] 01/4/2018 17:46

Beaufort Securities - from the Website:
Commenting on progress on the administrations of BACSL, Nigel Rackham, joint administrator of BSL and joint special administrator of BACSL, said:

“Since our appointment, the priority has been safeguarding the key client data and critical systems used to run the Firms’ business as well as clients' cash and assets.

“We have now identified and ringfenced £50m in segregated client money accounts alongside freezing close to £850m in client assets.

“In respect of the client assets there are a number of open positions and transactions which need to be resolved and concluded. This may impact the total once a final reconciliation takes place.”

Commenting on the outlook, Nigel Rackham added:

“We do forecast a substantial return to clients after costs, although this may take some time to implement and we do not see any returns commencing before mid-April as there are a number of challenges to overcome.

“These include carrying out an assessment of the accuracy of the Firms' books and records, devising new processes to move the holdings of all clients in an orderly and appropriate way, and preparing cost estimates for these activities.”

This is a very significant and complicated insolvency and in terms of timescales it could take many months to complete the returns to clients. Additionally, the available funds within the Firms' own resources are very limited. Therefore, the costs of returning client money and client assets will in all likelihood be deducted from clients' recoveries.

The joint administrators have conducted a preliminary meeting with the Financial Services Compensation Scheme, focussing on minimising disruption and losses to clients.

*In our 2 March announcement we included the following sentence based on preliminary information. “Customer entitlements include ca. £37m of client money and £664m in client assets.” It is clear given the better information now recovered that entitlements will be closer in magnitude, if not exceeding, the amounts identified above of £50m and £850m.

red

[apad] 01/4/2018 11:16

Usual problem with rankings like this is one is not comparing like with like. Never got on with them, for that reason dacian.
Don't you just luv the way that Harrison underpromises and overdelivers. Siemens are 'excited', Harrison is 'optimistic'.

Finished looking at Polarean (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.)
It's floated by Ampheon, who also floated Kromek in which it has sold its shares.
I think Polarean has more potential than Kromek, but I suspect that the financial interests will control the company and there will be a lot of publicity to popularise the company with PIs. I might keep watching, but I'm not buying now.
FWIW.

apad

[janeann] 31/3/2018 09:16

and keeps the slugs away as well no doubt!