Venture Life Share Discussion Threads

[apad] 06/6/2018 10:47

RPC
Presumably the argument is that regulations will affect margins because they will have to do more and more recycling themselves.
I suspect the share price damage from the current hysteria will be overdone.
Excellent company judging from the results.
FWIW
apad

[apad] 06/6/2018 10:37

Sound arguments, gsbm...
I've asked a neighbour in the industry whether he has a view.
apad😎

[gsbmba99] 06/6/2018 10:16

On AFM, it's obviously hard to judge whether they're any good at what they do unless you're in the industry. When I was doing my research, I took comfort from the fact that there's quite a lot of overlap between named clients (I think it was from the 1H results presentation) and the list of shareholders on the assumption that if customers were willing to become shareholders AFM must be doing something right. They also had both FMR (North American version of Fidelity) and FIL (International version of Fidelity) as shareholders. It's pretty unusual for US shareholders to play in a small UK IPO.

[redartbmud] 06/6/2018 10:08

Rpc share price destruction has scuppered my competition entry.
EC about to issue directive on plastics. Armageddon:-(
The share buyback program looks sound, from hindsight. Not!!! What a waste of £83 millions.

Hey ho....

red

[apad] 06/6/2018 09:26

Odd reaction to AMS announcement of a retiring CFO and insider replacement.
apad🤔

[apad] 06/6/2018 09:06

Had a quick peruse of the AFM results and their website, mod.
Impressive performance.
Do you know if they have any distinguishing characteristics? I'm surrounded by wealth managers and always amazed at their ability to attract and spend money.
apad

[apad] 06/6/2018 08:54

Sold TCN when they lost the RR contract. Tempted to buy them a few times as a recovery play.
Excellent management.
Put off by their low tech activity (bending pipes) a little.

The Tesla fairy story still entertains.

apad

[modform] 06/6/2018 07:56

Such a strong set of results at AFM, and not a single post TCN, also good, debt is being paid off, but still a bit high for my liking

[redartbmud] 05/6/2018 23:11

bamboo
Thanks I do appreciate it.
Understand your situation. Before I came away I was digging a friend out of a big hole. Hardly time Todo anything else.
I have to tie up.loose ends when I get back

red

[bamboo2] 05/6/2018 22:04

red, did have a q look at ghh, long term uptrend looks good. Have been vbusy over recent weeks, so no time for a proper look. Will come back to it when my current workload is more manageable.

[redartbmud] 05/6/2018 21:23

al101
Good luck we both need it.
red

[panic investor] 05/6/2018 19:45

He's no longer in it lol

[panic investor] 05/6/2018 19:45

My old boss got into big data because he saw it on the news - he knew nothing about IT never mind that stuff

[janeann] 05/6/2018 16:35

Black rock increasing their acso holding; 27 quid now being paid

[al101uk] 05/6/2018 15:56

I did the same Red, but about 0.5p earlier.

[redartbmud] 05/6/2018 14:50

Fell for sucker punch.

10k Lloyds @ 62.74p.
Might have to wait a bit for a result.

Hopeful from Hove.

red

[apad] 05/6/2018 14:02

Stalwarts is not Value sensitive, al.
Companies like HALMA over ten years.
apad

[redartbmud] 05/6/2018 12:24

Ghh

Been a holder for a while. It is steadily growing the business, both acquisition and organic. They had a panic on at Illminster. Orders exceeded capacity for a few months. Maybe didn't work as efficiently as they should have done.
The premium rating is well deserved and they have a niche.
One of their more technically developed lenses is on the current Mars probe.
Can see them being taken out, at some point, by a big US or maybe Japanese business.
Results satisfactory.

red

[al101uk] 05/6/2018 09:31

APAD,

Not seen GHH on here before, I normally take a look at the companies mentioned.

Cursory look shows mid single digit revenue growth and an "in line" comment. I understand that the profit on that revenue has improved, but seems pricey on a PE of 36 with that level of top line growth.

I therefore assume there is a quality of earnings argument for the company that isn't clear in the numbers and that earns it it's stalwart status at this price?

Or do we completely disregard price for a stalwart?

[apad] 05/6/2018 08:49

GHH interims confirming stalwart status.

""The introduction of a new manufacturing organisation has enabled us to more readily upgrade capacity and performance, in particular at our Ilminster and Fremont, CA sites, in order to meet the unprecedented demand in the microelectronic sector."

NTQ is moribund. I'd have thought it might show signs of life with news nigh!

[apad] 04/6/2018 17:55

Only one entry in the BOO short list:
Canada Pension Plan Investment Board 1.01% 0.15% 24 Apr 2018
Poor little, midge-bitten canadians.
Bless.
apad😊

[apad] 04/6/2018 17:50

Future volatility says buy IG?
apad

[apad] 04/6/2018 16:49

"Economist John Kenneth Galbraith called it the “Bezzle,”; referencing the period in which an embezzler has stolen money but the victim doesn’t yet realize it."

E.g. RB. PER is 21.

Bought a small number more in NTQ before the results.

apad😊

[apad] 04/6/2018 11:14

Pirated it, al.
apad😎