Venture Life Share Discussion Threads

[janeann] 23/4/2018 12:14

'ZOO is a proper company' - no dispute there apad. But then so is ZTF! I took your earlier post to imply it was a red flag to you - or certainly amber.

[apad] 23/4/2018 11:42

Lots of glamour with ZOO, janeann, none at all with ZTF.

ZOO is a proper company so the popularity and its noise is a potential distortion not a red flag signal.

apad

[janeann] 23/4/2018 11:32

i suspect gullible folk get sucked into a fast moving heavily ramped share on a overly active bulleting board. Thus pushing it higher so the drop is almost a certainty. Zoo this am was being lightly hyped as overly expensive despite the drop. I added a few as I think the potential is considerable.

ZTF - silent board and continues to reach new highs.

[hydrus] 23/4/2018 11:22

ZOO is a good discussion board - not one sided with some helpful potential negatives discussed recently.I've come to the conclusion that overly positive busy share discussion boards are a useful warning to be careful but I would not let that affect my decision about investing. Seems a bit odd when you think about it to be affected by some random, anonymous individual's comments.

[camelot5] 23/4/2018 08:41

SYM.....moving on very little volume,beginning to get noticed and much further to go.....SYM

[valhamos] 23/4/2018 08:37

D4t4 (comparison entry) strong trading update confirming a record H2, profit slightly ahead and confident for year to March 2019 based on encouraging pipeline.

[hydrus] 23/4/2018 08:19

Good buying opportunity in ZOO. Last months forecasts confirmed. Cash strong. Market opportunity remains the same.

[janeann] 22/4/2018 12:54

BOO Telegraph says Buy - after a shaky few months the fashion group is back on a trend - and the decline in the high st may benefit boo. Results this week are expected to reassure it sayeth.

[winchcombe] 22/4/2018 10:16

Malcy (16/4/2018) gives Amerisur (AMER) his most positive ever review:



Revenues flowing and more to come, cash rich, zero debt, Directors buying shares, fully funded 14 well drilling program for 2018, low OPEX, etc.

AMER possible 10+ bagger.

[maxidi] 22/4/2018 09:38

The House of Lords have tried prevent Brexit. Time the unrepresentative House of lords is abolished.

Petition open - in case some missed this.

[sweepie2] 22/4/2018 09:34

Blockbuster report from Investor Show about Tern, market sensitive news leaked to attendees

Further to yesterday’s brief post, I had the pleasure of sitting through the TERN presentation by Bruch Leith and the chance to talk to him in detail for about 15 minutes after. Bruce came across as a nice guy and indeed, he explained some of the personal issues that Al Sisto has had to deal with in the last 3 years and it puts things in perspective.

Presentation

Key points:

- Al Sisto; career in Intel; encryption expert with expert knowledge of what’s needed in the IOT space.
- Al Sisto California based but spends approx. 50% of his time in the UK.
- Tern; the leading investment company in the IOT space.
- Bruce Leith; primary role; finding new deals/investment companies (note; at last, people now in dedicated roles rather than trying to do everything).
- Bruce; looking at 4 new investment companies , deals imminent , subject to term sheets and due diligence completion.
- Working with Microsoft (possibly through In VMA).
- Device Authority : hungry for cash due to growth; building product and distribution channels with Global technology companies
- Intel deal; took 2 years to consumate; 7 months behind schedule mainly due to Intel internal process/sign offs. DA will handle authentication of Intel chip and through the Cloud
- GEC; launched in USA last week (medical devices); launch re-scheduled to enable DA integration to be integral to the product. Enables 24/7 monitoring and treatment remote from hospital of patient condition but all data secured by DA. Huge market potential.
- Strong play – authenticating sensors and at point of application; data remains secure throughout.
- Products are now being rolled out; very well placed! Data analytics will also be a revenue growth area.
- IOT take up by global tech has been slower than envisaged but now starting to gain traction and momentum.
- 8 fold increase in security attacks in the last year; DA has a hack proof platform that automates at scale.
- Strong patent suite that global’s cannot copy
- DA life cycle has seen 12-24 month sales campaign followed by a 9-12 month product development/integration period. THIS IS WHY IT HAS TAKEN TIME TO REACH PARTNERSHIP AGREEMENT AND PRODUCT ROLL OUT. Global tech companies are slow to progress due to internal approvals, budgets and priorities.
- Now in a position to deploy Keyscaler globally with good evidence of several major customer contracts signed in the last 6 months.
- THALES/GEMALTO; TO BUILD A BUSINESS AROUND DA/KEYSCLER; 2018-2021 RAPID GROWTH ENVISAGED
- PTC; a $6 billion company with DA intrinsically linked!
- Verticals/markets huge; sensors/data transmission now permeating every aspect of global world/life.
- Emphasised high profile global partners.
- THALES; LOOKING AT HUGE USA DEAL WITH ROBOTICS DELIVERING SURGICAL PROCEDURES – DA WILL BE INTEGRAL TO SECURITY.
- AMAZING THINGS TO COME……
In VMA

- Phenomenal order book; tripled revenue in 3 years to £1million and no signs of slowing
- Key contracts with Howdens, MSE, MEM’s , GEC
- Asset Minder can now be deployed within 3 months of enquiry; see huge potential and synergies with DA.
Wrap up
- Focus on improving investor communications via 3 monthly conference calls
- PATENTS ARE EVRYTHING! THIS IS WHY COMPETITION IS STIFLED, DA ARE IN THE BOX SEAT AND GLOBALS GO TO DA FOR THE SOLUTION TO THEIR SECRUITY ISSUES
- SaaS model ; recurring and growing revenues
- BLENDING OF THE TERN COMPANIES TO PROVIDE INTEGRATED DISRUPTIVE SOLUTIONS THAT GLOBAL PLAYERS NEED!



Conversation with Bruce Leith

Bruce came across as a genuine and nice guy. It was clear the last 2-3 years has hurt the BOD as much as shareholders. For example, a number of Bruce’s family have shares in ISA’s bought at 14,12, 10, and 8 pence. It is clear the single issue that has stymied progress has been the time it takes to consummate a deal (typically 12-18 months) and then integrate Keyscaler into the eco system offer.

This is due to global tech companies themselves struggling to shape their offer to the market and the way these companies deal with their supply chain in terms of budgets, approvals, gateways etc. Essentially, think of a timescale and double it. Intel took 18-24 months but things are moving rapidly; Keyscaler will be ‘on chip’ and in the cloud for the Intel solution.

In summary, they are 12 months behind where they thought they’d be. The US fund raise is still open but didn’t take off due to the slow uptake of contracts + a poor understanding of what is being developed.

Device Authority are talking with Microsoft and ARM (DA were approached); global’s will use DA rather than spend years developing in house; ALL ABOUT TIMING!

Last week’s San Francisco conference went well with significant interest shown in DA.

There is significant interest in DA and ‘players are circling’. They’ve already had offers that have been rejected (at above the current TERN market cap).
The dilemma is the timing of sale of DA versus timing of value created by the global partnerships versus the cost of funding a growing company. Also, in order to attract institutional investors to TERN, they need to prove the business model by selling a company for a significant return. Whilst Bruce wouldn’t be directly drawn, my impression was a £75-100million offer (short term) will be considered. Bruce so stated a realistic aspiration that TERN will be valued at £100 million within 12 months.

I left the event feeling extremely positive that our money is in safe hands and the share price will be multiples of what it is today in the coming months. My personal preference/issue is they find a way to keep DA for another 2 years unless a £250 million offer is tabled as there’s no reason why DA shouldn’t be valued at £1 billion + within 3 years. Ultimately, I cannot find a reason to sell my shares anywhere below £1.

Hope this helps but DYOR,NAI.

[multibagger] 21/4/2018 20:32

Courtesy of, and thanks to Xajorkith for kindly sharing on the ARC thread..


Sounds very upbeat ! We know ;)


How Low Can You Go?
March 20, 2018
|
CJ Exposure Research
Arcontech (LSE:ARC) are a microcap technology company, with an incredibly low market cap of c.£10m, however, our belief is that their prestigious client base is more representative of a large cap software services provider than a fledgling provider due to the premium nature of the consumers, which include JP Morgan, Citi and the Bank of England. They are the leading provider for the niche segment that they operation in, which is for real-time market data management solutions, where they specialise in market data distribution and trading systems based on their award winning CityVision product suite. Arcontech are helping the Tier 1 and Tier 2 names to stay at the head of the digitalisation trend, with real-time market analytics, which we believe is a trend set to gain momentum and visibility given the end-market demand for real-time data.


Source: Arcontech

We see a growing appetite for the application of Arcontech’s products and expect that we are in the very early stages of their growth story. Currently valued as a microcap company, we expect Arcontech’s shares to see significant upside as they are able to grow their own prestige; offering more services to their current customer pool, increasing revenues from these clients, expanding to further Tier 1 names, and gaining more Tier 2 clients as the rest of the marketplace catches up on the digitalisation trend with the end-market consumers increasingly demanding real-time data, as previously mentioned.

The impartial nature of the business, being vendor independent, also adds a great appeal for Arcontech to be the provider of choice for regulatory bodies, as demonstrated during the client engagement article on their website relating to the application of CityVision MVCS to a Central Bank. The other worked examples of Arcontech’s solution include the integration and expansion of their API capabilities, combined with the Excelerator functionality for a Tier 1 trading desk query, with the end product spreading to all 20 of the client’s multi-asset trading desks. These examples display the intense level of cooperation and innovation that Arcontech holds core to its capabilities and offering, and is crucial to our belief that Arcontech will be able to expand their niche and advanced services to a larger client pool to continue to add significant value to their proposition and share price. Arcontech are able to collaborate with, and resolve the queries of, the highly demanding top tier financial institutions and given their level of ingenuity and product applicability, we believe that Arcontech will be able to continue to expand and adapt their product suite to a large range of clients who are all more than willing to engage with Arcontech in order to simplify their data needs in a world that is pushing towards more cost-efficient business.

Arcontech initially gauged our attention while screening small cap tech companies for large cash piles relative to market cap, strong returns and growing revenues that aren’t priced into the shares. Arcontech fit these criteria to a tee, with net cash currently making up c.30% of its market cap and a PEG ratio of 0.67 implying that future revenue growth is only 67% priced in. Arcontech turned profitable in 2014 and have since built on their bottom-line year on year, with the expectations that this trend will continue. We see Arcontech as a huge long-term opportunity due to the innovative and compatible nature of the business; we believe that the share price will begin to reflect this as they continue to build on their impressive client base, profitability and investor exposure.

Disclaimer: This article is entirely my own opinion and I am not receiving compensation for it. I am not a financial adviser and as all investments can fall in value, you may get back less than you invest and I am not responsible for these losses.

[hazl] 21/4/2018 18:04

Ah thanks Janeanne .
Have you posted it on the PRSM thread?

[apad] 21/4/2018 18:02

I agree with most of that comment, mod.
I do not think that future cars will be electric though. Wishful thinking by virtue signalling politicians.
Be careful of the technology fix. A friend of mine has just died -as a young postgrad his field was fuel cells, always going to change the future. He stayed with them all of his working life - they never did change the future, but there were always journalists willing to broadcast propaganda in order to keep him in research funds.

I will, Lauders, but I am travelling when the market opens - nail-biting time.

apad😊

[janeann] 21/4/2018 16:40

FWIW Sat Telegraph lists 5 thriving UK tech firms worth backing; PRSM, ACSO DOTD plus also Sta Pro and GB Group

[lauders] 21/4/2018 13:47

I got a tad concerned about the delay at SDX when waiting for the Morocco news and foolishly sold my holding at a slight profit to preserve it in case bad drilling news was on its way. Should have held too! I still hold my AMER though and it is on its way to breakeven for me. Should probably have invested my SDX proceeds into AMER when I had the chance but alas I bottled out. Would have done well if I did! Staying put and not doing anything in the days of instant news at our finger tips is not always easy. When we actually physically held share certificates back in the day it wasn't so easy to chop and change!

Good to see HCM coming back now and also to see BVXP regaining ground. You will have some dividend money to reinvest now Apad!

[modform] 21/4/2018 11:24

Apad, I think SDX is a bit different to other oilers because of its exposure to gas. I think gas is the future and that was the reason RDSB paid so much for British gas for its exposure to gas reserves.

I guess when Saudis decide to float AMARCO, you know the oil's peaked, and all this effort to increase oil prices is to get it to float when poo is high.

There's a move by Europe and China to move to fuel cell and hydrogen technology. In France there are a no of trams that are running on them, and in London a no of buses have been using the technology for many years without any issues. The company behind it is BALLARD which is a Canadian company but the big issue is that the infrastructure for recharging is nowhere near adequate to warrant any expansion. There's also been a lot of joint venture between BALLARD and Chinese companies to move trains and trams from diesel to their technology which is a combination of hydrogen and electric.

So, I can not get excited about oil but gas is the future, and hence I think SDX may continue to do well if gas discovery continues.

[apad] 21/4/2018 10:58

My boredom with SDX and judgement that BOO was undervalued is now showing a 39% loss on the switch.
Better to do nothing, indeed.
apad🤔

[apad] 21/4/2018 10:16

The Norris item on FEVR rings a little hollow, red.

"'A couple of years ago you could only really buy it in high-end bars and restaurants and it was very good in terms of protecting its brand,' he said.

'But if you can buy it discounted in Sainsbury's the brand value of the company is not going to sustain itself in a way it would have done if it was more exclusive.

'When brands meet the shopping mall they often die and I think that's going to happen with Fever-Tree.'"

I think he doesn't understand what a brand is.

I'm more worried about the aspartamine subsidy.

apad😎

[big7ime] 21/4/2018 08:35

APAD, janeann investment firms are particularly affected in a downturn of the mkt as they charge a % of the funds under management which would decline even if investors stay put

[big7ime] 20/4/2018 21:11

GTC is taking off too much quicker than I expected

[big7ime] 20/4/2018 21:10

Yes Hydrus, I'm majorly invested in AMER
Light at the end of the long tunnel is approaching faster than most think
And it's gonna rocket 🚀
Imho, dyor, usual disclaimers of a high risk inv apply ;)