Venture Life Share Discussion Threads

[apad] 17/5/2018 08:47

HZD Milner stands down - conflict of interest I guess.

FEVR dividends and net cash doubling every year. PER not a relevant measure, Hydrus.
Also a brand, not just a company.
However, I take your point.

apad

[big7ime] 17/5/2018 08:46

Coke has managed to keep its ingredients secret but tonic water is simple
Hate the taste personally, limited mkt it must have reached in uk
Not sure it can replicate elsewhere but good luck

[hydrus] 17/5/2018 08:42

SYM rightly coming back down to Earth btw. Expect that fall may continue for a while.

[janeann] 17/5/2018 08:41

bad analogy apad; folk stick pins in butterflies !!

[big7ime] 17/5/2018 08:40

Another Bodyshop

[big7ime] 17/5/2018 08:39

My point APAD, how long does a 🦋 Live?

[hydrus] 17/5/2018 08:36

Not entirely convinced FEVR will bounce back sustainably. No doubt there will be buyers who've watched it rise and kicked themselves, now waiting to buy any substantial dip. However, the high PE ratio for FEVR has always been because it beats expectations and because growth is so high. They have signalled 10% profit growth now (I'm sure they will do better than that though over the whole year)Great company but I could see a scenario where it doesn't get back to previous highs for a long time. All about USA growth which is far from guaranteed.

[apad] 17/5/2018 08:35

🙃💕💕💕A279;
Can't help it, Big7.
Coke and Schweppes have been world brands all my life.
FEVR and BOO are already butterflies.

apad😊

[big7ime] 17/5/2018 08:31

What do you see as it's structural flaws red?

[big7ime] 17/5/2018 08:29

Don't fall in love APAD and see most of your profit wiped out
G&T fad won't last imo and Fevr is valued as if it's in its infancy
Boo seems to be dragged down with it - similarities in their caterpillar to butterfly metamorphosis stage?

[janeann] 17/5/2018 08:27

yes still diluted; but when one looks at the rise in share price I wasnt expecting the placing to be at a premium. Nearly sold last night and added on the rns at a discount to the placing.

[redartbmud] 17/5/2018 08:20

Listening to Pettigrew CEO of Ng. on CNBC.
Talks up his business model extremely eloquently.
Just think it has structural flaws. MHO

red

[apad] 17/5/2018 08:20

Always good. Still diluted, j?
FEVR will crawl back - it's not turning from a chrysalis into a caterpillar yet :-)
apad

[redartbmud] 17/5/2018 08:18

Val

Thanks, not yet awake:-)
Please reorganise the running order.
The model remains unchanged.
Finding the caterpillar is unchanged.

red

[janeann] 17/5/2018 08:16

spe placing at 986p - a premium to last nights close and to this mornings open. most impressed.

Fevr - update looked good - surprised such a sharp decline.

[apad] 17/5/2018 08:14

hazl
Bankers/politicians stuck. A return to, say 4/5% interest rates would trigger a housing crash and a recession.
If it is unwound (as they have predicted for years) it will be glacially slowly.
apad

[big7ime] 17/5/2018 08:13

Lol, might explain a few businesses too ;)

[valhamos] 17/5/2018 08:09

red - technical/(pedantic?) point; you have stage 1 and 2 mixed up. Caterpillars become a chrysalis (then a butterfly) not the other way round. Might impact your investing philosophy.

[redartbmud] 17/5/2018 08:02

Vod
Timing completely off whack. Down to 192p
Oh dear...


red

[apad] 17/5/2018 08:00

FEVR
US independence day starts on 1 June. Takes longer than one hopes.
One could read it as the Schweppes fight back not working.
apad

[redartbmud] 17/5/2018 07:54

Investing has been explained to me.

1. Find the chrysalis.
2. Watch it grow into a caterpillar.
3. Finally becomes a butterfly.

Stage 1 is the hard graft, and generates the returns.

Ah So.
Philosopher from Poole.

red

[hazl] 17/5/2018 07:52

But APAD QE is going to be unwound.

IMO

[redartbmud] 17/5/2018 07:50

Will drop into another stalwart, today, for the AGM.
Hils - Impacted by bad weather and project delays in the UK, in Q1, because of weather and contract delays. Full year guidance unchanged.
Thet continue to bolt on businesses to enhance their existing operations, extending the product range.

red

[big7ime] 17/5/2018 07:42

Apad, to post a link just alter the https to include a few caps

E.g.

[redartbmud] 17/5/2018 07:41

It has to happen sometime. The curve of diminishing returns as the company gets bigger and market penetration is at a slower rate than previous stellar numbers.

NG.
Trumpeting the debt increase yoy.
"Significant capital investment of £4.3bn, up 14% at constant currency".

Theresa May's money tree analogy?
Wait until interest rates increase further and the Regulator changes the model from cost + 'profit on debt'.
Tears in the gutters.

red