Venture Life Share Discussion Threads

[panic investor] 11/5/2018 09:13

Mid to long term SIPP wise - to give you an idea I have the following in there at the moment Bvxp acso kws fdev wand PTSG bur spe and a few others

[felix99] 11/5/2018 09:08

Panic - are you a trader or just buying shares for long term and not needing to deal quickly in a fast moving stock. Equiniti, III and HL and IG all good. IG ok for FTSE 350 but not great for smaller stuff.

[hydrus] 11/5/2018 09:01

Looks like you do well with it though so probably more your area

[hydrus] 11/5/2018 08:56

It's just not my area of comfort big. I do well with quality/growth companies so that's where I need to focus.

[panic investor] 11/5/2018 08:55

Morning guys, I'm currently using Barclays for my SIPP but no longer find them acceptable - any recommendations ?

[old fool2] 11/5/2018 08:50

Any thought on Carpetright - Is it going bust or is a good recovery play?

[big7ime] 11/5/2018 08:50

My Commodity (incl oil) stocks are up 14% ytd, much higher if I don't include AMER.
ENQ/PMO 35.7% which is what AMER should catch up at least imho

[hydrus] 11/5/2018 08:40

Sold the rest of my SQZ for 58p. Back to just my normal type of portfolio now. Feels better.

[redartbmud] 11/5/2018 08:29

janeann

Rsw
The focus of the investor day was very much additive manufacturing, but I believe that they are moving forward positively in their traditional markets, with new and enhanced products.
There was certainly a very positive vibe in the air and comments were in that vein.
It was a very full programme, and I have 13 pages of notes, in various state, to wade through, to remember what was said.
It will be interesting to see the transition from Sir DM to Will Lee as CEO. Early days, ans blue skies for the present.

red

[attrader] 11/5/2018 07:57

Big7, management put me off investing in SPE as well .

[janeann] 11/5/2018 07:57

thanks for comments - clearly memory fading as thought red had pctn and apads arc went to farn.

Farn update - they have to find a reason for the discrepancy in results; findings will be interesting.

RSW was selling into the strength yesterday, but last time I tried to top slice they went up massively. Never seem to get rsw right. Hence the question

THAL - share buybacks continue in a big way.

[redartbmud] 11/5/2018 07:52

TURKU - FINLAND, 11 May 2018 - Faron Pharmaceuticals Ltd ("Faron") (AIM: FARN), the clinical stage biopharmaceutical company, today issues the following update on its Farn
Phase III INTEREST trial of Traumakine in the treatment of ARDS. Since its announcement on 8 May 2018, Faron has been conducting an initial review of additional data from the Phase III INTEREST trial with Traumakine.

Early analysis of certain biomarker indicators suggest that the treatment did not produce the expected interferon-beta bioactivity in the treatment group that was previously seen in Faron's Phase I/II trial for Traumakine.

It is still too early to understand why this is the case and there are a number of possible causes that the Company are investigating including, inter alia, formulation, administration and deactivation. Further detailed analysis of the data and testing of product batches still needs to be conducted, and therefore there is no guarantee that this will ultimately prove to be conclusive or, of the resultant implications of that analysis.

Clutching at straws?

red

Faron will provide an update with further information in due course.

[apad] 11/5/2018 07:39

I put IDEA and ARC into ZOO, janeann, good decision at the time. Took v.good profits on ZOO. Still watching.
apad

[big7ime] 11/5/2018 00:13

Jane I don't know anything about SPE but hate management that can't explain their business. Don't know if you have seen it, the proactive investors YouTube interview with CEO - I am left none the wiser

[big7ime] 10/5/2018 23:41

Jane re SPE, well done but I look for the next to do well, not those that have recently trebled; the profits aren't far off what I expect from GTC in couple of yr. take mkt cap of SPE and you can see the potential . I'm in for a min 3bag from here but 10 quite poss.
I'll take another look at SPE

[mattjos] 10/5/2018 23:16

doubt this is for anyone else here but, it's one of my five for 2018 and I have been following for many years now and aware of this gap.

This is a normal scale chart which I have stretched vertically and condensed the timeframe to try and show my point.

For most here, nothing but an irrelevant technical theory on a chart but, I find quite fascinating:

[redartbmud] 10/5/2018 22:12

janeann

Rsw is far too overvalued for now. I think that they are well placed for the future, but share price has run way ahead of the present time. Not researched pctn, but propcos need careful watch. They are in late stage cycle IMHO.

If you never do anything else please watch the video. TB is a good egg. Spent a good part of the day with him at Rsw, know him from way back in the day. Not seen him around for a while. I have scars to prove what he says. Pity I didn't think to write the book, which is now a must read.

I have been watching share movement patterns and developing a theory that I have to process. If only I could translate it into charts:-). They are just lines on a page to me. Can't read the triggers.

Only playing with Lloyds because I can, picking up a few free shares as I go. I have decided to ride the volatility to best advantage for now. Hold far too many for sense, but Hey ho...

red

[janeann] 10/5/2018 21:46

will watch the youtube later red. so where will you put your spare cash; rsw or pctn? (and no.. please not lloy)

I have a holding in mrch which I tend to forget - long term IT with decent dividend. Noticed today its up about 8% in the last couple of weeks ... have to wonder why. should have added on the very long dip. Really need to understand why shares sit for ages and then suddenly move upwards.

[redartbmud] 10/5/2018 21:09

The You Tube is MUST SEE.

red

[redartbmud] 10/5/2018 20:51

Big

Liked the analogy. Very true of investment blunders. We have all done it.
Great day at Rsw investor day, but M5 is like a war zone crammed with refugees fleeing at 2mph!!

Knackered from Kidderminster.

red

PS,
Not read it but new book. Tragedy & Challenge by Tom Brown, ideal read for APAD as he is also an engineer. You tube interview if you Google.

r

[jonut] 10/5/2018 19:57

Walking through a field, listening to a bit of 'northern' on the mp3 player this afternoon and this came on. Substitute the 16 year old for FARN.

About 10 years ago, my OXB holding was up £24.5k; similar result to yours APAD. Hey ho.

[janeann] 10/5/2018 18:26

well big 7; its got back to where it was a year ago. Not convinced Im afraid. In that time frame my spe are up 150% !

[big7ime] 10/5/2018 17:47

GTC doesn't half move when it moves! Up another 10% today
Still dirt cheap, could be earning several mil within a yr or two.
Mkt cap 13m

[al101uk] 10/5/2018 15:21

Ah, the days of final salary pensions and a job for life.

I was "lucky enough" to be thinking about a pension around the time when "opting out" was fashionable and 100% certain to deliver a better return than the government could ever offer. Unfortunately I expect both will be close to £0 in the twenty years I have remaining in my working life.

Risk appears to be the only way to generate a sensible return on investment and I agree that equities appear to be the only decent risk/reward play.

I'd rather not have that headache going in to retirement and even less as I get older and less able, hoping I live long enough to see a reasonably priced inflation linked investment to tide me over in my dotage.

[janeann] 10/5/2018 14:51

'governments legislate that institutions MUST own government debt' didn't realise that.

Puzzled apad why you sold arc - esp to swap into farn? Especially as arc new customer revenues (assuming there will be some) go pretty much straight to the bottom line. Even without it has a decent income stream and customer base. Not enough excitement perhaps?