Venture Life Share Discussion Threads

[apad] 07/5/2018 19:41

Indeed 😊

www.faron.com/sites/default/files/Wanted%20US%20Commercial%20Director%20FINAL%20300418_0.pdf

apad

[janeann] 07/5/2018 19:14

But he didn’t get prism early enough I recall!!!

[apad] 07/5/2018 19:04

Liked and bought, janeann - but he's 11% up on PRSM and 42% on Mimecast!

The research on profit warnings says do-nothing is the worst thing you can do. I invariably sell.

apad

[janeann] 07/5/2018 18:53

the same IT pal who liked prsm, apad? perhaps I should take a look then!. Havent looked at afm but my STJ doing nicely at present.

and as for the youtube on profit warnings, COG gave one some while back due to delays in contracts being signed. I sold on the announcement But a big mistake, and while perhaps it bucks the trend (or a delay in contracts doesn't count as a warning) its back close to ath.

[apad] 07/5/2018 18:18

ps
I should have listened to my IT pal when he bought.



at the beginning of the year.

apad😡

[apad] 07/5/2018 18:14

My paws and whiskers, what a lot of expensive, besuited folks work for AFM.

FARN news tomorrow - could be FY and trial, but I would expect the trial to lag.
I should get an indication of whether I have been a fopdoodle or not.
Not my usual sort of company, but I seem to have convinced myself that a large holding is sensible.
Borrow the tin hat and cycle clips, red?

Yoodles excitable, today. Crude Index up 16.8% YTD.

apad🤔

[gsbmba99] 07/5/2018 16:07

I have a few AFM. I've probably made these points before but can't remember precisely where. Forgive the repetition. 1) I quite like the fact that there is pretty significant crossover between customer list and shareholder list. You could quite easily imagine that a customer would never become a shareholder if that customer didn't believe AFM delivered VFM. It would be pretty easy for a fund manager to establish that internally. Fidelity is a shareholder through FIL (Intl) and FRM (US). It's pretty unusual for Fidelity US to get involved in a UK IPO. 2) There's a potentially precarious balancing act when you have shareholders as customers. You certainly wouldn't want to lose customers because they had a bad experience as shareholders. Might that lead to overly cautious market forecasts? 3) Following the "ahead" statement (which could have been "significantly" ahead since it was 10%), new 3/18 revenue forecast is £66m. 1H18 rev was £28.7m which means 2H18 in region of £37.3m. So, current run rate of rev is £74.6m and the business just grew 30% from one 6m period to the next but the 3/19 rev forecast is £72m. That just doesn't look right.

[multibagger] 07/5/2018 13:43

Re "trainee kamikaze pilots" - by the very nature of that role, that is the only kind you will ever get...the ones that "qualify" don't live to tell the tale !

So whoever is expecting highly trained kamikaze pilots probably does not know what he is talking about ! Wealth Managers are often in that category anyway.

Simples :)

[apad] 07/5/2018 12:44

AFM
Interesting industry (especially living in Jersey!) - as you say, mod, not for me.
Worldwide the wealth management industry is concerned about the possibility of an existential threat. An Amazon of wealth management, so to speak.
They charge for activity so there is an incentive to be active.
There has been no benefit to their customers from the IT revolution.
I am told that wealth managers are investigating fixed fee format through the mechanism of suggesting to their customers that current yearly fees are fixed, but that the incentives are low whilst the customer is being milked.

So, my question to those who have researched AFM is: does it pose a threat to the existing industry or is it just another wealth manager.
I heard a presentation by Evil Knievel where he called yoodle wealth managers 'trainee kamikaze pilots'

apad😊

[hazl] 07/5/2018 10:19

That's funny modform I had been looking at it as well, but not taken the plunge yet.
I think sometimes we pick similar shares for some reason.

See how it goes because I have one or two piquing my interest at the moment.

[modform] 07/5/2018 09:56

I have been building a decent position in this recent ipo AFM. The company was floated last October, and in spite of reporting ahead statement, the share price did not move, because of a large seller drip feeding the market.I had been picking the shares at around 164p, it looked as if you could pick up any number of shares at that price, until Thursday where there were very large sells reported, and after that the bid started to strengthen, so it looked to me that overhang had cleared. The company had been profitable for a long time with cagr of 35%. It's due to report around 10p eps, and with ahead statement, they may beat that. It looks cheap on all fundamental metrics for such a growth company. The company pays 50% of its profit as dividend, so quite cash generative with a good profit margin.The risk is that it's a new float, so not much history of trading as a public company. DYOR please and I am pretty sure apad will hate this one.BTW, there has only been 7 posts since it was floated last October, so I take that as a good sign, and the chart starting to look very bullish imo.

[haywards26] 05/5/2018 20:40

2018 April director purchase analysis.

Top 3 purchases in value and quantity

1) - OCI - Purchase £9,153k - 3 purchases
2) - LTG - Purchase £1,930k - 3 purchases
3) - CORO - Purchase £565k - 2 purchases

2018 YTD director purchase analysis.

Top 3 purchases in value and quantity

1) - PFC - Purchase £10,000k - 1 purchase
2) - OCI - Purchase £9,153k - 3 purchases
3) - IPEL - Purchases £6,309k - 1 purchase

[toptrump1] 04/5/2018 19:48

APAD's managed to pull in one new supporter even though his usual followers seem to have deserted him

[homebrewruss] 04/5/2018 11:04

If anyone is toying with the idea of FARN purchase (like me) IG are offering a guaranteed stop at 25% away which could reduce losses in the case of a bad result.

I'm assuming that the recent drop is just people derisking ahead of results.

[apad] 04/5/2018 09:48

hxxps://www.shareprophets.com/views/35827/uk-investor-show-2018-video-mark-slater-the-uk-s-top-fund-manager

Sensible talk.
apad

[new tech] 04/5/2018 08:21

Reneuron (RENE) Exosome treatment:

19 minutes 30 sec in there is a slide showing the Exosome treatment tested preclinical in cancer tumours.



The graph shows the average results of 5 in vitro studies. After 18 - 21 days the tumours completely collapsed. The photos show the same repeated in vivo (with animals) again resulting in tumour collapse. It basically programs the cancer cells "to die".

- 12 minutes onwards MH says the new Exosome treatment causes cancer tumour "collapse" after 18 days, leaving just "cellular debris". It seems to be "programming cancer cells to adopt a normal cycle of cell death."



This could be a major breakthrough.

Clinical trial about to start next year for potential breakthrough treatment and shares at an all time low, makes Rene an obvious BUY opportunity.

[big7ime] 04/5/2018 08:09

T Update from GAW, doesn't say much and maybe not quite so uptempo but mildly ahead of expectation
Whether that means ahead of the analysts figs for this yr and no change from last TA or from last updating I.e. slightly ahead of the previous ahead of exp I don't know
As they update so often.

[apad] 03/5/2018 17:29

Oops, just heard a yoodle ridicule TESLA.
apad😊

[apad] 03/5/2018 13:58

I like this Ed Croft fellow.

www.youtube.com/watch?v=YayTZn4c7I0

[apad] 03/5/2018 13:11

😊

Enjoyed this:
www.youtube.com/watch?v=KLiZNLxfEtM&feature=youtu.be

Don't sign up to it. Quality, yes. Momentum, yes. Value is in the eye of the beholder.

apad

[hydrus] 03/5/2018 11:54

No posts on ZOO board in almost four days now. Reassuringly unpopular still.

[redartbmud] 03/5/2018 10:40

APAD

thanks for picking up that snippet, and thanks to rivaldo for the original post.

red