Venture Life Share Discussion Threads

[panic investor] 11/6/2018 20:04

Used to be into all the top high street names until she had to start paying ! :-)

[panic investor] 11/6/2018 20:03

Tends to spend real money on holidays - she earns a reasonable wage too !

[panic investor] 11/6/2018 20:02

Well where are people buying their clothes from - it's not anywhere on the high street apart from primark - my step daughter 24 buys tops at 1.50 from there ! She also buys from boo and asc - disposable clothing she says it does its job ! She buys jeans at a tenner !

[apad] 11/6/2018 19:34

😊
Amazing, j.
12.6million volume.
6/7 weeks since the finals.
Will there be that much new news?
Will I be able to sleep tonight?
apad🤔

[janeann] 11/6/2018 19:07

careful; pride comes before a fall!

and just look at the late trades on boo!

[apad] 11/6/2018 18:42

I'm really worried about the Canadian Pension plan's shorting of BOO.

Canada Pension Plan Investment Board 1.01% 24 Apr 2018
Canada Pension Plan Investment Board 0.86% 23 Apr 2018
Canada Pension Plan Investment Board 0.76% 21 Mar 2018
Canada Pension Plan Investment Board 0.63% 19 Mar 2018
Canada Pension Plan Investment Board 0.50% 14 Mar 2018

At prices between 25% and 35% lower than today.

Maybe we should start a charitable hardship fund for them?

On second thoughts maybe they should suffer whilst I revel in my schadenfreude.

🍷

[apad] 11/6/2018 18:17

I use Google Sheets (excellent and fully configurable) and a Mac cheap app called StockMarketEye, madmix.
I like my data to be on my hard disk. Google Sheets is in the Cloud but can be exported as Excel or .pdf.
FWIW
apad😎

[football] 11/6/2018 08:23

30 FREE plusone coins here but running out fast so don't miss out!!!

[lauders] 11/6/2018 08:03

KWS - Another acquisition. I remember you selling that FEVR lot Apad. A costly decision but you still have plenty!

[apad] 11/6/2018 07:54

Trading update on BOO & FY HLMA tomorrow.

HLMA has steadily risen 20% since the beginning of April - presumably in anticipation.
Galloping elephant.
Two acquisitions should be integrated by now.

FY for, the little traded, NTQ Wed.

Interesting times for Stairway.

apad🤔

[pugugly] 10/6/2018 18:13

Fairly significant amount of debt could be a problem = Also s chunk of sales revenue could be pipeline filling - someway to go (imo). Sales very much dependent on local distributors in the various countries so need to do more digging, but above articles interesting - Could the old addage "No smoke without fire" be true or just the start of a ramp-up ?

SP bounced twice of 40p (low for year) Hummmmmmmmmmmmm?

[apad] 10/6/2018 16:00

The FEVR pattern is exemplified by this article from a very good commentator.

"Fever-Tree Drinks Sold at 2768p - May 18 - 56.1% gain
I really like Fever-Tree, both as a brand and as a company, and wrote about them in some depth a year ago. However I'm not alone in liking the share and that's just one reason why they are on a heady forward P/E ratio of 65. Another good reason for this rating is that in prior years the company has repeatedly and materially outperformed analyst forecasts - meaning that what has looked like a very high rating at the start of the year has proved anything but high at the end. However current forecasts are for 11% profit growth in 2018 and this seems like a very low bar - yet in the recent update, mentioned below, the board stated that they are merely in-line with this forecast at the moment. This is a concern since the UK market is pretty much owned by Fever-Tree, and they're only just getting started with their US operations, which makes me think that perhaps the shares need to take a breather while the business catches up. So, for the time being, I'm out."

Current price is 3075.
I used this argument (my own) in March 2016 and sold a few with the intention of buying back.
I've learned!
apad 😇

[apad] 10/6/2018 14:47

High St. issues covered in this beautifully crafted article.

www.theguardian.com/commentisfree/2018/apr/17/high-streets-heart-cities-web

[panic investor] 10/6/2018 11:19

Councils won't do that they've only just doubled them ! That's why a lot of independents are leaving too -

[big7ime] 10/6/2018 11:06

Car ownership across most of the country (except some city centres) is a necessity
And out of town shopping is booming in contrast to your east end example, with town centres becoming ghost towns, APAD is right and councils must reduce business (shop) rates and make parking more convenient
I no longer visit my town shops, I drop my wife off occasionally but can't remember the last time I walked through the shopping centre
I'm not typical but an increasing lot must be similar

[rp19] 09/6/2018 22:02

London is a bit of a different beast. Organic veg and boutique shops will not be successful in the de industrialised north. National planning policy does not recommend the use of maximum parking standards unless in specific circumstances. As such, car ownership is easy and still seen as necessary in many places.

[hydrus] 09/6/2018 21:40

All makes sense cbootle. Issue is that most people live outside London in towns and small cities with town/city centres so that's going to be a problem, at least during the adjustment phase.APAD agree re government pace. They should be aggressively reducing business rates and incentivising small local businesses to move into town centres. Won't happen though until it's too late.

[cbootle] 09/6/2018 21:20

More optimistic here - here in east London we seem to be coming out the other side already, though often called gentrification. The high streets becoming filled with cafes, restaurants, boutique shops, antiques, wine-bars, organic veg shops etc - basically stuff you wouldn't buy online. The larger stores - Woolies, BHS etc gone (one's become a huge gym). A driver for this (excuse the pun) is fewer and fewer are able to drive (many new builds have a "no car permit" restriction) - it's now below 50% of households have a car. Population density is increasing, giving more footfall to local shops. Cycling is booming with new segregated cycle paths and rat-runs through residential areas cut-off.

So I see *local* shops booming. Town centres (that need a car for transporting shopping), supermarkets and out-of-town centres (even worse) are indeed doomed.

[apad] 09/6/2018 20:15

On the High St. The only thing I have to add is that it doesn't depend on the age gap.
It'll be faster than people expect because all ages are using the internet.

.gov will be rubbish at adapting. The french protected their town centres whilst we encouraged out of town stores and centres.

We will be equally rubbish at changing the nature of town centres into centres of activity, rather than centres of shopping.

Doomed, we're all doomed.

apad 😇

[hydrus] 09/6/2018 17:59

APAD I've taken the view that it's not priced to grow significantly from here so as a high quality business with a good dividend it's actually a sensible investment. If growth does continue then rewards would be very good. RP thanks it's just my view but I don't think it's a million miles away from the reality. I'm a long term optimist on town centres, from a consumer perspective. They could become interesting, unique experience based venues.Short term won't be fun for anyone.

[apad] 09/6/2018 16:29

Excellent Beddard article on GAW, Hydrus. I've always taken the view that their customer base should be static to relatively slow growing, so never understood this growth phase.
I'm confused at a much higher level now.
apad😎

[rp19] 09/6/2018 16:12

H - really good assessment of town centres. Unless you can differentiate in terms of products, service or experience then the high street outlook is bleak.

[panic investor] 09/6/2018 15:34

I hold the latter too