Venture Life Share Discussion Threads

[panic investor] 16/6/2018 12:46

My step daughter buys from asc and boo but asking her this Friday she now buys from a number of online retailers - most I've never heard of !

[panic investor] 16/6/2018 12:45

Agree if the three TM17 is my choice - currently hold fdev and kws

[apad] 16/6/2018 11:44

Friend's daughter says:

"I don’t think there’s much difference. Boohoo has a generally slightly lower price range with more basic stuff.

Tends to prefer BooHoo because they have more offers. She’s going to ask her friends as well."

Mmmm. So maybe they are at 12%ish because they have cut down on the offers. Caveat 6week comparison.

apad

[apad] 16/6/2018 11:08

BOO shorts

Canada Pension Plan Investment Board 0.95% -0.06% 12 Jun 2018
Marshall Wace LLP 0.66% 0.14% 12 Jun 2018

So, the canadians have sold a few and a 30billion hedge fund have made a big bet on the same day.

apad

[apad] 16/6/2018 09:58

Interesting assessment of Advair competition for GSK fans.

www.fiercepharma.com/pharma/fda-strikes-down-mylan-s-generic-advair-again-citing-minor-issues

apad😎

[apad] 15/6/2018 15:19

""Purplebricks" the hybrid estate agency, is pleased to announce that, following its successful launches in California and the New York Designated Market Area ("NY DMA"), it is expanding its offering to Las Vegas, Nevada and Phoenix, Arizona."

Talking of the difficulty of invading yoodleland! I think I'll keep my money on FEVR.

I like bamboo's posts, j, but not enough to go onto manically popular single company threads. Thoughtful ones like ZOO and PTSG are so rare.

Bought some more ZOO in daughter's ISA. She's more patient than wot I am.

apad

[janeann] 15/6/2018 11:43

Mind bamboo 'predicted' the rise in fevr; he posted on the fevr thread yesterday am - theres also a chart you might like to see.

fwiw the recent bowl/invh&s type continuation has a min tp of 3300.

[apad] 15/6/2018 10:23

It's almost as if the Market is anticipating the US, janeann.

But the US office opens this month, so no news 'till Xmas I reckon.

apad

[janeann] 15/6/2018 10:16

acso - just under 15% apad - was a little higher till I mistakenly top sliced a few and have failed to get them back! Mind fevr has pretty much outperformed acso - amazed still at the rise - and I do wonder if it can crack the USmarket. will be interesting to see.

[big7ime] 15/6/2018 09:25

No APAD, I have a small hdg in PRIM which has a less than 10% hdg in Ukog so I have a tiny vested interest in Horse Hill
Just a punt but sometimes these exploration cos give some excitement and I have made money in the past in likes of DES, EOG, ENQ and others
These days they are way out of favour and very difficult to make money on so I stick to existing producers RDS,BP.AMER
The day will come when the Exp cos come back into favour but that will prob take 100$ poo
That's not to say they will not provide v good trading opps for the brave or mad

[apad] 15/6/2018 08:14

I don't think you own UKOG, Big7?
Fascination with a crazy story, perhaps.
I see SOU is going to start drilling. I have a few leftover that I will keep out of interest in the process.

FEVR is now over 30% of Stairway, janeann! Is ACSO a more sensible proportion of your portfolio?

BOO founder has gifted loads of BOO shares in trust for his family. I would guess that a conventional trust would sell shares over a period to create a more balanced portfolio.

I do not have the experience to differentiate between PLT and BOO from their websites.

apad

[big7ime] 15/6/2018 08:00

Considering my theory on quiet boards, the no. of threads for ukog might explain a few things
Blimey

[panic investor] 14/6/2018 19:55

What stands at the top of a big hole - usually a liar !

[panic investor] 14/6/2018 19:54

Used to hold that prior to the fall - personally waiting to see what they say - not worth guessing imho but wtfdik

[apad] 14/6/2018 19:12

DOTD is 20%+ down in a month, post GDPR and some director sales.

The GDPR argument is a short term balance between lengthening sales cycles and subsequent improvements in the quality of mailing lists.

DOTD usually has a trading update mid-July.

I'm wondering whether to increase ahead of the news or wait until the rns. Can't help feeling that the fall is overdone.

Any views?

apad🤔

[big7ime] 14/6/2018 14:58

Anyone still got UKOG? It's motoring today

[janeann] 14/6/2018 13:42

agree - the losses cant continue but has been a lot of investment, broadening its global reach and staff nos doubled in 2017, and as it scales up ... but yes not without risk.

[redartbmud] 14/6/2018 13:00

APAD

Pub at top of road advertising Fever free Friday. Buy a large gin and get a Fever Tree mixer free 5.00pm till midnight.

red

[redartbmud] 14/6/2018 12:31

APAD

Yes excesses of executive remuneration raises it's head again.
Time for the great unwashed to rise up.

red

[apad] 14/6/2018 11:59

Indeed it coined the term and has a very impressive list of customers.
So, first mover advantage.

"The Board's compiled current consensus expectations are £47.5m recognised revenue and £18.9m adjusted EBITDA loss."

Given the nature of software busnesses that loss better be turned into a profit before long.

Ta.
apad

[janeann] 14/6/2018 11:53

prsm - its a right place right time leader in its field issue; I see it ahead of the competition and leading the way. News out yesterday added to that view. Labour seems to be getting in short supply and if a firm wants to consider automation then one would go to the best. at least that's how I see it.
That said, my holding is small relative to acso and my other entries - acso by far my largest.

hxxps://www.prnewswire.com/news-releases/blue-prism-showcases-product-vision-and-evolving-capabilities-of-digital-workers-at-worlds-largest-robotic-process-automation-rpa-conference-300665245.html

[apad] 14/6/2018 10:49

😊
Topped up her BVXP holding, now angsting about what else to buy.
Maybe a couple of little puppies.