Venture Life Share Discussion Threads

[hydrus] 15/5/2018 21:12

Mod that's about right and well put. Mattjos best of luck. I'd prefer a PR company to do PR and for the company I've invested in to focus on making money.

[modform] 15/5/2018 21:03

Hydrus , as cfro nicely put it ... I thought I was reading a political broadcast by the green party

[hydrus] 15/5/2018 20:56

Mattjos I am teasing a bit - I do think there is a proper business behind SYM but the self publicity is a big red plastic free flag. Also £46m Mcap with £8m revenue only growing at 17% is a bit nuts.Well done if you've made a bit, no doubt it was a good stab if you got in when the mcap was £5m to £10m. Think it's worth sitting back though and being a bit more balanced about their statements.

[hydrus] 15/5/2018 20:41

The more I read the SYM statements (hilarious second one today in particular) the more I chuckle. Well done to those who speculated and have made a few pence. Get out whilst you can would be my advice. RNS about being on Sky News LOL!!Mattjos surely you genuinely don't think it was a good statement? I'll have to blacklist you (poor judgement blacklist) if you did ;)

[apad] 15/5/2018 19:37

Looks to be an opportunistic placing by ZTF due to the high share price, janeann, perhaps. "Increase capacity".

Just having a look at HZD (I bought a small holding). What a goulash. Glassdoor recent are commenting on the organisational mess - older ones are more complimentary.
Loads of jobs on offer.
Boy who developed the company left without explanation.
Milner (ABC) buying loads of shares.
ABC bid and left.
Loads of customers.
Presentations seem designed to confuse - techie speak.

Think I'll keep my first, tiny holding, for fun, but not tempted to increase until the fog clears.

apad 🍷

[janeann] 15/5/2018 17:41

ZTF price weakness ...........
Zotefoams plc (LSE: ZTF) ("Zotefoams", the "Company" or, together with its subsidiary undertakings, the "Group") today announces a proposed placing of up to 3,886,792 new ordinary shares of 5 pence each ("Ordinary Shares") in the capital of the Company (the "Placing Shares") at a price of 530 pence per Placing Share (the "Placing Price") with existing and new institutional and other investors to raise gross proceeds of up to approximately £20.6 million (the "Placing").

Seems to me something has been bit a little leaky - or there's been some management of the price downwards to be nearer the placing price.

But as its to increase capacity and demand has accelerated beyond expectation it should be good long term.

[panic investor] 15/5/2018 17:06

Great post apad - appreciated

[apad] 15/5/2018 16:44

PTSG flat YTD, red.

Excellent post from rivaldo 3 MAy:
"A couple of months ago I went to a PTSG presentation, and promised to post my notes, which I then forgot about :o((
Anyway, I came across the notes again, so here's a summary:
- current turnover run-rate is £60m (up from 2017's £52.9m). The target is £100m in the next 2-3 years
- conditions for compliance services post-Grenfell are the best Teasdale has seen for 30 years. Compliance service jobs are not a choice, they're recession-proof, and they're high-margin work
- "unprecedented" demand at present - and it's coming from regulatory drivers (fire, sprinklers etc)
- no more than 5% of customers take more than 1 service at present, so there's a huge cross-selling opportunity
- each £1 of compliance work wins generates another £1 of additional repair/compliance work
- very dominant position in lightning protection. Lighting installation installations can make between £10k-£20k (more than I'd thought
- the price for the sprinkler systems acquisition was agreed in Feb'17, but only completed in Sept'17 (which explains why it was so cheap). This business has doubled its order book since acquisition
- renewals are 85%-90% of revenues every year
- no one client has over £1m exposure, and the small Carillion debt is the only bad dent PTSG have ever had. Interserve's debt is only £200k
- PTSG have just won a £1.7m contract from Hackney Council for sprinkler systems in 95 tower blocks
- there are several thousand 3 and 5 year contracts, so very high recurring income
- PTSG's Clarity software, entirely developed in-house, could well be licensed out (another Facilities Management company with 56,000 employees thought it was terrific)
In particular, the CEO stated that PTSG are working on around 12 potential acquisitions, costing from £1m-£35m."

They are absorbing a large acquisition, so no news of current acquisitions I view as a good thing.
I know you are concerned about the CEO, red.
Nevertheless I find the current lack of interest puzzling, particularly given the high-profile nature of the business and its roll-up model.

NTQ on steroids - results in mid June.

apad

[janeann] 15/5/2018 15:38

thanks. Glad LTG doing ok for you red - multibagger will also be pleased. But to think I ditched SPE for LTG for the comparison. At least I have my holding in spe. ZTF looking a little weaker the last few days; no reason I am aware of.

[lomax99] 15/5/2018 13:42

gsbmba99

Well the use of "fintech" was more to disassociate them from legacy fin. services offerings (banks (e.g. Barclays 'Smart' Investor, etc). I agree re reporting tools on platforms generally.

As evidenced by today's announcement, HL.'s leading position in the D2C market continues to attract decent inflows, which are invariably 'sticky'. A recent innovation is their Active Savings product, which is in the process of being rolled out, which should help to attract an element of the £1.4tn cash savings market to come on to their platform, and no doubt entice them with other products...

Lomax

[gsbmba99] 15/5/2018 10:59

lomax - while I have a holding in JIM, I think that it would be an error to include UK brokers in the "fintech" category. Personally, I don't believe there is anything remotely "tech" about them. I would argue that the level of functionality in my UK brokerage account hasn't really advanced in 20 years. For instance, how would you rate your ability to evaluate your returns on the HL (or any other) platform? Do you get total return or CAGR? HL is a great business because their customers don't seem to notice they're being charged extortionate fees for "custody" of funds when many/most others charge 0.

[hazl] 15/5/2018 10:54

Well done Janneann.8-)

[apad] 15/5/2018 10:32

Couple of nightmare entries excepted the Comparison is looking a lot healthier (average +4.3%)
janeann is the skyrocket at +27.5%.

apad😊

[apad] 15/5/2018 10:23

BREE looks interesting. Maybe a buy in daughter's ISAs.

VCT soon bounced back from the dip - odd market reaction. SPX similar style result and a much more sensible reaction.

When I changed, grumpily, from TD I worried about fraud and went for IG because it was big. Then thought I was worrying without cause - along came Beaufort!

Looking forward to your RSW report, red, but don't rush it.

apad🍷

[redartbmud] 15/5/2018 10:11

You will make money on Vod @£1.99+bits.
Bought some £1.99114p

red

[redartbmud] 15/5/2018 10:08

APAD

Thanks. I meant placing, not rights, that is why I was keen to get in ASAP.
Given Beaufort, it might be as wise to split some of my accounts between different providers.
H-L have so many clients the systems melt down on volumes, and they don't answer the phones.

Rsw - WIP but getting there.
Out soon though, meeting Linhur for lunch before Spx, if we can both avoid jams on roads, and arrive at the same place in time.

red

[apad] 15/5/2018 09:52

FWIW, red, I get a really helpful guy at IGG. Even contacts me when something significant turns up.
apad😎

[redartbmud] 15/5/2018 09:39

lomax

Phoned them re: Bree rights.
1. They didn't know there was an Rns.
2. Later, didn't know that you could apply for more than the allocation.
3. Dealings started at 8.00am yesterday. Not that I wanted to sell, but that allocation was blocked from dealing all day.

red

[lomax99] 15/5/2018 09:30

Red Not defending that, and hopefully an isolated incident. They do generally get good feedback for client service.Lomax

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[apad] 15/5/2018 09:13

"make plastic smarter"
Yeah Right.

apad

[hydrus] 15/5/2018 09:05

Total guff Mattjos. RNS statements should be short and sweet. 90% of it shouldn't be in there at all. It's like a rambling teenager's diary.Doesn't mean the company isn't progressing but it would worry me. That plus the RNS telling the world they were going to be on Sky news. Lol!