Venture Life Share Discussion Threads

[11_percent] 25/4/2018 08:28

Congratulations APAD, up 15%...........unfortunately I sold a while back.

[apad] 25/4/2018 07:58

Been through BOO.

Nothing changes the story.
Revenue up 97% (promised 50%)
Further falls on margins (building warehouses and advertising).
No delays on projects.
Employees 2,175 (1,301)
Revenue/Employee(£1k) 267 (226)

The established debate will continue.

apad😎

[janeann] 25/4/2018 07:19

LTG placing away at 98p. Very impressed given how strongly its been the last few days.

[lauders] 25/4/2018 02:09

ACSO is interesting at the moment given the weekness in it share price relative to recent performance. With the drop on the US markets yesterday the BTFD opportunity might become even more obvious?

[redartbmud] 24/4/2018 22:34

It is all happening whilst I am away. As ever.
Rws disappointing.
Ltg deal expected.
Gkn gone with the wind.

red

[apad] 24/4/2018 20:53

Wow!

LTG one of the very few successful stars from last year's Comparison.

Scaredy cat would run for the hills!

apad

[multibagger] 24/4/2018 20:49

LTG announces (post market close) major US acquisition of PeopleFluent for circa £107m !

More info on the LTG thread - looks very interesting :)

[apad] 24/4/2018 18:39

RWS was making a success of working in the US already, folks.
This was just an overambitious purchase that, given the management's reputation, was startling. It also looked like stretching their bailiwick.
It could be that they will make a success of it eventually, but I won't be following.
I sell problems.

My major concern about the US is dark mixers!

Boo day tomorrow is the major test of my policy of sticking to the story, not the balance sheet!
These are my purchase dates for BOO - gulp.
3-Sep-2015
4-Sep-2015
9-Sep-2015
16-Sep-2015
16-Sep-2015
21-Sep-2015
21-Sep-2015
21-Sep-2015
21-Sep-2015
30-Sep-2015
2-Oct-2015
6-Nov-2015
13-Nov-2015
9-Dec-2015
2-Feb-2016
8-Mar-2016
14-Mar-2016
14-Mar-2016
19-Apr-2016
22-Apr-2016
9-May-2016
21-Mar-2017
13-Apr-2017
29-Aug-2017
15-Sep-2017
13-Nov-2017
15-Nov-2017
15-Nov-2017
16-Nov-2017
7-Dec-2017
11-Jan-2018

apad🏴𖙰7;󠁢󠁷󠁬󠁳󠁿

[attrader] 24/4/2018 16:51

For anyone investing in Nordic equities, Evolution Gaming is growing impressively through its Live Casino offering for traditional brick and mortar casinos. Live casino market is growing at 30+% due to push from casino to capitalise on online offering. Their revenues will grow with increased volumes due to transactional revenue model and introduction of new products. My only worry is competition from bigger players like Playtech. Having more customers does increase the moat. Their margins are too good to not invite competition.

[attrader] 24/4/2018 16:42

Interesting we were talking about corruption and African ports business. Vincent Bollore is being questioned for bribery in relation with his business interests in Africa.

[big7ime] 24/4/2018 16:18

A move into the US is the death of many a share

[hydrus] 24/4/2018 15:54

KEYS looking strong ahead of results tomorrow.

[apad] 24/4/2018 15:36

Ta madmix, it's 12.3% below my selling price.
"There's these yoodles selling us this great company - what an opportunity!"
Yeah Right.
apad

[madmix] 24/4/2018 14:57

APAD,

Looks like you made the right call on RWS. Their big acquisition looks like a bit of a mixed bag so far :

"Since acquisition, Moravia has continued to grow its relationships with its existing major technology clients; however, with over 95% of its revenue in USD and the majority of the cost base in Euro/CZK, the business has seen foreign exchange headwinds. In addition, its performance has been held back by a lower volume of activity than expected from a few clients."

[lauders] 24/4/2018 13:04

Will try Apad. Trouble is it is in the forefront of my memory for some reason!

Taken an interest in FUTR before results on 17th May. Will hopefully be a good decision although I haven't made too many good ones recently. We shall see.

[apad] 24/4/2018 12:39

Just stop reminding me about SDX, Lauders.
apad😊

[hydrus] 24/4/2018 12:23

My short lived punt on KAPE has ended. The price doesn't look that strong and too many things putting me off the company for a longer term hold.

[lauders] 24/4/2018 12:12

Remember what happened with SDX Apad. I sure am regretting my decision and the same may apply to your ZOO move. Still hanging on to mine as long as the story remains intact.

[apad] 24/4/2018 12:07

I held PHD, very briefly, it frightened the living daylights!

Moved ZOO into FARN today. A boy's got to do what a boy's got to do. `More comfortable now - puppyless.
Tempted to put it into BOO for a day, but decided that would be for the wrong reasons.

FEVR is frisky - tintin criticism seems to feed the beast.

apad

[modform] 24/4/2018 10:37

PHD, another disastrous tip by a certain well known magazine

[rp19] 24/4/2018 08:36

Very good half year results from TUNE. I note that H2 will not benefit from the presence of the Christmas period but the narrative reads well. They have a focused growth strategy and it is written in plain English so can be readily understood. Good top-ups yesterday Hydrus/Modform!

[felix99] 24/4/2018 08:32

TUNE looks really good to me and mkt forecasts look well behind the curve



Seems to be some stock around of what is usually a very illiquid stock. Can see it being tipped around the place as well in the mags.

If they do what they did in second half last year they will be over 2019 forecasts never mind current year. Any views ?

[janeann] 24/4/2018 07:08

wonder if stj was a little leaky given yesterdays strength .... After a record year for new business in 2017, we have maintained momentum in the first quarter of 2018. Gross inflows of GBP3.91 billion in the quarter were 21% higher than the prior year, while net inflows of GBP2.60 billion were 31% higher, reflecting the continuing excellent retention of existing client investments. Weaker investment markets resulted in funds under management closing at GBP89.91 billion, marginally lower over the three months but still up strongly over the past year.