Venture Life Share Discussion Threads

[big7ime] 04/4/2018 23:02

Why didn't you mention it here?

[hydrus] 04/4/2018 22:45

Blimey Mod you are spreading your wings. Think Battlebus likes both firms - I only discovered AIEA last week or two so can't claim I found it early. I wondered whether you had invested in Spotify, know you like the US Tech firms.

[modform] 04/4/2018 22:41

Sorry hydrus, I meant bb2 has been bullish on AIEA for a while.TUNE, one of few shares I have in sipp and ISAI have decided to spread my wings and put a decent amount of money in Vietnam, so I have got some IT, VEIL VOF, quite a big discount to NAV, and there is a double digit growth. The chart looks pretty good as well and undeterred to what's happening in the West.

[big7ime] 04/4/2018 22:38

Yes a quiet thread does seem to bode well. QXT a good example, has virtually no posts, very few trades, low volatility and just keeps over delivering revs,cash,profits

[redartbmud] 04/4/2018 22:31

Hydrus

Sorry. That didn't come out as intended.
They target 550p for the Rsw share price, and a place in the FTSE100 for the "world class" business.
After a fall in the share price from c£58 to c£45 in the last few weeks, it has got me overexcited.

Gushing from Goole.

red

[hydrus] 04/4/2018 22:27

*Seems rather than Serbs - odd typo. I wasn't planning to generalise about a race, even if it was positive.

[hydrus] 04/4/2018 22:26

No problem Jane. I imagine a fair few private investors have done very well the last couple years. Mod I noticed Battlebus (Serbs a decent sort) has been very positive about it, as you say it's very quiet over there which is no bad thing. I've top sliced recently but it's showing a lot of strength. No plans to reduce any further now. Red - at 5500 even I'd be interested in the FTSE 100.

[redartbmud] 04/4/2018 22:21

Rsw
Goldman Sucks tip for FTSE100 and target price 5500p
Wow

red

[redartbmud] 04/4/2018 21:52

Dow 800 point turnaround.
yoodles are loonies. Yes right.

red

[janeann] 04/4/2018 21:44

thanks hydrus - it does seem that the last year or 2 has been exceptional - and agree it cant carry on regardless; but then the dow is up 200 this eve so a little more life in it yet me thinks.

but getting winners early enough to get a decent holding is pivotal. thanks again for zoo! now my 2nd largest holding after acso.

[modform] 04/4/2018 21:42

TUNE is one of the best cash generative stock, just visit the TUNE BB, hardly any post apart from a few of us praising the share and the lack of posts.Well done hydrus , I think battlebus2 has been bullish on it for a while, I just had it on my watch list for a possible entry in the new tax year. Up and down like a yoyo over the pond

[hydrus] 04/4/2018 20:52

Hi no magic formula. I do spend an awful lot of time looking at new investments. I periodically review every single company with a market cap below a certain level (exclude a few sectors I'm not interested in). Very selective then about criteria - needs to be a proper business with very high growth potential. At that point I believe the decision to invest is based on what I hope is sound judgement - the ability to pick winners is most likely supported by lots of practice. I'm borderline obsessed about it tbh. For larger companies I have a core group of high quality growth which I've identified through various measures, including my own filters on Stockopedia. Had some of them for a few years and no plans to sell any for years. AIEA recent results made me think it was cheap even after the recent rise. It's not my normal type of company though - I generally avoid cyclical companies. Bit like SQZ in that sense.

[redartbmud] 04/4/2018 20:11

APAD

The numbers don't lie, so well done.
Better to invest with the facts in front of your face.

There are a lot of things out of whack at present.
I am wondering what is normal, and what is abnormal for now.

Enjoy the trip. Everything around here is soaking wet at the moment.

Yes H appears to have 'the eye' for a good share.
It takes a lot of very hard work to find them.
They use screens on the Zulu thread to filter out the less impressive offerings.
Must find out how to operate them in real time.

red

[janeann] 04/4/2018 19:49

you are good at picking them hydrus. how did you find it - and the likes of zoo and tune (missed tune completely)

[apad] 04/4/2018 19:26

You've gorra knack, H - time to share!

I'm floating above the BOO debate, Big7.
It's testing my resolve, but I have to stick to my principle of 'make your own decisions'.
Graphs are, after all, consensuses of other people's decisions.

Back in the day I bobbed up and down on the waves of other folk's opinions and it turned out - average 😊 Worra surprise!

I put some numbers in my spreadsheet for FFX, red.
In non-steady-state companies everything's a bloody exception.
My free cash flow to revenue ratio is promising though (top down Free Cash Flow (EBIT+tax+interest).

Off to train engineers in the UK tomorrow, from next week. Real life!

apad😎

[hydrus] 04/4/2018 18:31

Bought an opening stake in AIEA a couple weeks ago - looks like it will only ever be an opening position as James Halstead bidding for them. Shame it's not a bigger position oh well

[big7ime] 04/4/2018 17:57

Amer really dragging my pfolio and comp entry down
If they're making as much as they've intimidated then the shrs will be on a silly low rating, but not sure what I believe any more
Boo looking sick Apad, falling knife could be sector lead and Whilst still learning a lot about charts if 140 breaks onto 120 and if that doesn't hold it looks like £1 might be on the cards which would bring it to a less expensive but still high rating

[big7ime] 04/4/2018 17:05

Imo share buybacks are done to make eps look better and are for the benefit of director tgts and therefore bonuses and have little value to shareholders
I'd much prefer higher divs or reinvestment into the business

[apad] 04/4/2018 16:48

Selective quote, red.
apad😊

"PTSG starting to look like a BTFD 28-Jun-18 ex div 20-Jul-18 payment.
Looks like the increase in cash outflow to revenue has affected sentiment - could be a longer decline."

[apad] 04/4/2018 16:43

PRV suffering because it sells to chinese aluminium makers.

ZOO & FFX are up 😡

7 entries in the Comparison are up YTD.

apad

[redartbmud] 04/4/2018 16:10

APAD

Good luck BTFD on PTSG

One free with your packet of Cereal next week? -)

red

[attrader] 04/4/2018 14:13

Noted, red. Now back to reading Charter Communications Annual Report.

[redartbmud] 04/4/2018 13:54

The market value of a business today is different from yesterday and tomorrow.
A significant world event can change the value significantly.
A significant event in the market sector..
A significant event within the company...

Trade war USA vs China.
BP - Gulf of Mexico incident - Sp £6 to share price £3.50:-(
WPP - tintins opinion on internet competition and the the Martin Sorrell 'goings on.'

Buying shares back, based on multiple of 17, considered to be normal, but that falls to 12.
Interest rates rise, the company needs capital - borrow at higher rates.

Not a simple issue, but a complex answer that has varying degrees of success over a term.

IMH too many do not show benefit, except in EPS used in Remuneration calculations.

Cynical from Carlisle.

red