Venture Life Share Discussion Threads

[apad] 08/4/2018 08:34

Excellent, especially the video clip.

hxxps://walbrockresearch.com/why-did-people-invest-in-conviviality/

apad😎

[modform] 07/4/2018 20:55

Red, they both look undervalued to me and and that's the sort of company I would like to invest in atm, good cash generation, decent balance sheet, decent growth and low per.The risk element is that they're both on aim, foreign producers and the possibility that I have got my analysis wrong and they are both value trap but the decent growth tells me they are unlikely to be value trap. Live in the wild side...

[redartbmud] 07/4/2018 19:00

Mod

Why such high risk in an ISA. At least you get a CGT allowance if things do go wrong as long as it is outside the wrapper?

red

[modform] 07/4/2018 18:08

Well, I have already invested my ISA entitlement this year, couldn't find anything new, so I have added to my existing holdings, ie,GFM, the Chinese zinc producer, that makes loads of cash and on a low valuation. I am hoping the results next week will show that the company is almost debt free, but high risk being Chinese producer.MRS, This is probably the cheapest stock on aim on a per of less than 4, it's making loads of money and paying down its debt at a fast rate. It operates in Australia, and the company has changed its spot, thanks to the power of shareholder and the new management. The only issue is that the old bod have some warrants which they are continuously drip feeding the market, so keeping the share price down. There seems to be good support around 7p and if you are patient, you can pick them up just under 7p. Both high risk, so dyor please...

[apad] 07/4/2018 13:53

Yeah, I subscribed for a year once dacian. Never missed it, nor IC now I don't have access via a pal.
I've never seen anything in the paper press a patch on Paul Scott's analysis of Next. A veritable tour de force.

ShareProphets assassination of Woodford continues apace.

...and painting little model figures, janeann.
apad😊

[janeann] 07/4/2018 12:17

panic ... dont know that much re GAW but surely terrible weather would be good for GAW - more people staying in and getting into online gaming etc

[panic investor] 07/4/2018 11:46

GAW probably struggled in March due to the terrible weather - just be sales put off for another time though imho

[apad] 07/4/2018 11:44

Next is 59% on-line, Big7. Rich neighbour buys on-line regularly.
Can't argue with no-go sectors though.
FWIW.
apad

[big7ime] 07/4/2018 10:58

I feel your pain Lauders re AMER. whether it's the seller or something I'm not aware of, not long to wait to find out. The sector is bombed out, hasn't recovered with poo but that won't last.

Next - wouldn't touch it. Huge threat from the internet only and more "in" business such as ASC in a crowded mkt

Don't touch software firms or overly acquisitive companies esp where the cos they're acquiring are in the US

Reckon the utilities have turned the corner, even CNA starting to struggle up. They could split the business into three parts and that would boost the shr
Picked up some more Sainsbury too as it's my fav to be taken out under 3 quid

Big fall on GAW at close, hope that doesn't mean a not as good as expected update is imminent

[apad] 07/4/2018 08:37

Thanks, H.
I reckon games will be a doddle compared with films. Once the dubbing system is rolled out.

[hydrus] 06/4/2018 20:19

APAD I think someone already answered your question on the ZOO board. It's an interesting area but they have more than enough to chew on with tv/films for now I suspect.

[redartbmud] 06/4/2018 20:09

Hargreaves Lansdown today, one of five shares to watch:
Sophos has cornered an attractive niche in a growing market, and offers a genuinely differentiated product. Long-term growth prospects should be encouraging.

But third quarter results were disappointing.

The group delivered constant currency billings growth of 14% over the three months to 31 December. While most companies would be delighted to be pulling in this this kind of performance, many analysts were expecting more. Having starting the year well, the shares took a dive.

With Sophos still adding around 10,000 new customers a quarter, it looks like growth from existing renewals has slowed. In other words, Sophos isn’t upselling to existing customers at as fast a rate.

Sophos’ explanation was that it’s just started lapping the launch of the hugely successful Intercept X system, making the comparable period tough. The decision for investors is whether this is an excuse or a reason.

We’re inclined to say it’s the latter. In the call after results, management reiterated confidence in both this year’s targets, and its longer-term growth aspirations of having $1bn of billings by 2020. The group also said its latest upgrade, Intercept X v2, has been well-received.

Hopefully a good uptake in its latest software, together with the promise of stronger cash flows in the final quarter, can bring some better news when the group reports next month.

red

[lauders] 06/4/2018 13:41

At the Mello event? Nothing like going directly if possible. I am a bit far away to attend!

[apad] 06/4/2018 13:28

Ta, L.
Any suggestions about how to pose my question to ZOO?

"2006 ZOO Digital Publishing, PAL region publisher for titles such as Alien HominidTM and Premier ManagerTM, has today announced it is to separate from parent plc ZOO Digital Group.
KWS is an acquisitive group providing services to the video game industry, e.g. art creation and translation/dubbing ("localisation").
42 studios in 20 countries dubbing video games.
Massive number of jobs on offer.
I wonder if it is vulnerable to the ZOO approach with film?"

apad😊

[lauders] 06/4/2018 12:52

106.6p including purchase costs Apad. I posted a link to a piece of news on the ZOO BB too. Hoping for good momentum on the back of DAB that begins tomorrow and ends on 12th and then the Mello investor event later this month.

[apad] 06/4/2018 12:23

The appetite for ZOO is extraordinarily strong, especially as the story has been out for a while now. FY late June.

What did you have to pay for them, Lauders?

apad

[apad] 06/4/2018 12:10

IDEA bought yet another software company, this time in yoodleland. Mmmm.
Glad I switched into ZOO.

Not so sure where to put the next fortnight's income now that ZOO and FFX have already lit the afterburners. Maybe FARN, with results in May to focus attention.


apad😎

[lauders] 06/4/2018 11:44

Disclosure - Decided to exit from HOC so sold the rest of my holding and topped-up in ZOO where the strength and momentum are impressive. Now watch HOC take-off!

[billiondollarbrain] 06/4/2018 11:33

Shares Magazine
Small caps poised for big news in 2018:
We look at 19 stocks primed to deliver major events in their career
21/12/2017



"The pharmaceuticals space in 2018 is jam-packed with potentially game-changing clinical trial results.

Drug developer ImmuPharma (IMM:AIM) is expecting Phase III results in the first quarter of 2018 for lupus treatment Lupuzor. Analysts speculate the drug could hit multi-billion dollar annual sales if the tests are successful and the drug gets approved by the regulators."


This promising small-cap stock could be a millionaire maker in 2018
Paul Summers
26/12/2017



The suggestion that a single stock could lead some investors to become millionaires next year may sound fanciful but I think this is quite possible if events work out for small-cap drug discovery and development firm ImmuPharma (LSE: IMM). Let me explain.

Blockbuster potential

Over the last three months, shares in the AIM-listed company have climbed more than 200% in value as anticipation grows over the outcome of a Phase III clinical trial for Lupuzor — its 100%-owned potential treatment for Lupus.

Approximately five million people are believed to suffer from the chronic and potentially life-threatening autoimmune disease that can be a notoriously difficult to treat. In the last 50 years, only one therapy — GlaxoSmithKline‘s Benlysta — has been approved for use, despite its questionable efficacy and serious side-effects. In 2015, the drug achieved sales of over $400m. By 2020, this figure is expected to rise to $1bn.

Positively, data from Lupozor’s Phase IIb trial indicated that ImmuPharma’s treatment — which modulates rather than blocks the immune system — was both effective and safe. Moreover, the effectiveness of Lupuzor increased even after the three-month trial’s conclusion. Investors will be hoping that the 52-week, randomised and double-blinded study currently in progress (involving patients in the US, Europe and Mauritius) yields similar results.

In its most recent update on 21 December, the company revealed that all 200 participants had now received the full 12-month dosage and that the “robust safety record” shown in earlier trials continues to be seen. According to Chairman Tim McCarthy, the company looks forward “with continued confidence” to reporting on top-line results in Q1 of next year.

In the event of a positive outcome, ImmuPharma will then seek to exploit its Fast Track designation and push for approval from the Food and Drug Administration (FDA). Once received, the company would then be free to seek out a global licensing deal for taking Lupuzor to market or — perhaps more likely — consider takeover bids by deep-pocketed pharmaceutical giants at a price befitting its blockbuster potential. Given the suggestion that it could be used in the treatment of other diseases, the price could easily be in the billions of pounds. Right now, ImmuPharma’s market cap is a little over £200m.

Tempted? If so, it’s vital to consider the flip side of this investment.

Despite the encouraging outcomes of previous trials, the possibility of the drug failing to impress still remains. Plenty of highly promising treatments have disappointed at the last hurdle, resulting in significant capital losses for investors. Unless you’re willing to embrace this level of risk, Immupharma shouldn’t even make it on to your watchlist, let alone into your portfolio.

That’s why — as a holder of its stock — only a small proportion of my capital is invested in the company. This money can be lost. I might grumble and curse but — thanks to a degree of diversification — I won’t lose my shirt.

That said, if — and it remains a sizeable ‘if‘ — Lupuzor proves effective (or at least more efficacious than Benlysta), I’m confident that ImmuPharma could generate huge wealth for investors in a very short time period.

No investment is devoid of risk but only you can decide whether this is one worth taking.

[apad] 06/4/2018 11:12

Citigroup downgrade of Next has knocked 3% off the price.
An excellent opposing argument is put by Paul Scott in today's report.
www.stockopedia.com/columns/paul-scotts-uk-small-cap-value-report-1/

apad

[homebrewruss] 06/4/2018 09:59

It seems to me that the best way to make money consistently out of the oilers is to trade them. Often there will be a 50% plus rise in the price from the month or two prior up until spud of the well. A lot of traders I see on twitter seem to buy these big upcoming drills ahead of well spud and then sell on the day of spud.
There is also money to be made buying on the day of a well success if you get in early enough in the day.

I used to have a position in SDx but sold due to lack of price action and better oppotunities elsewhere at the time. I think one of the issues is it has so many moving parts to it that's it's hard for the layman to understand. Single big drills are easier to understand.

[lauders] 06/4/2018 09:33

red - Yes, it is a bit of a lottery/casino at times. Nature of the beast I suppose if you pick the small oilers. They can reward (i.e. SQZ and FPM) in an instant on news or disappoint (i.e. AMER). Hoping SDX will prove to be an example of the former!

al101uk - Perhaps we can slap some sense into one another?

Apad - This FARN piece should interest you if you aren't already aware of it:

[al101uk] 06/4/2018 09:26

Once you finished slapping Lauders, I'm up for a bit of a slap too for the same reason.