Venture Life Share Discussion Threads

[attrader] 02/7/2018 19:07

APAD, I'll sort uk businesses by revenue/profit per employee and produce a list of most profitable ones .. hope to get a bit of time to do it :)

[attrader] 02/7/2018 19:04

Thanks APAD

TLS - will look into it. Found Grenke... Compounding at 16% a year, a good manager on board.. And expanding in international markets.. I addicted to find good businesses :)

[apad] 02/7/2018 18:36

atttrader



apad

[rp19] 02/7/2018 18:08

WHR is a fairly recent float and, as BBOX, is a play on the warehousing/internet shopping sector.

[thelongandtheshortandthetall] 02/7/2018 17:47

Attrader.
Check out SUS.
Pretty good co. From memory.
They were moving into the bridging loan business. Not exactlybwhat youre looking for but may be of interest.

[hydrus] 02/7/2018 17:12

Just struck me - with income I'm doing a Woodford. Trying to move into new territories outside my area of expertise. Could be a disaster.

[attrader] 02/7/2018 17:10

Reading about Lease Financing and Factoring .. any good companies I should look at in this sector ?

[attrader] 02/7/2018 17:10

Good set of numbers Apad .. I like the one with revenue per employee .. where do you get number of employees from ? Yahoo Finance?

[hydrus] 02/7/2018 16:26

'Obviously Amazon looks like a great customer, but M&S and maybe some of their other retail customers not quite so much.'A good point.

[hydrus] 02/7/2018 16:17

Jane thanks. Picton looks sensible as more diverse but it isn't cheap plus they have retail and offices and I worry a bit about future if both. Having said that if the market dipped a bit I'd potentially be interested.

[al101uk] 02/7/2018 16:08

Hydrus,

I tend to avoid property in general, struggle to value them and find the amount of leverage tends to be quite scary given the inherent lack of liquidity in their business.

But BBOX looks very conservatively set up, seems to be building an asset base for income as opposed to flipping for capital gain and, like you, I like the business model.

Very quick initial look, will research more thoroughly when I get chance.

Obviously Amazon looks like a great customer, but M&S and maybe some of their other retail customers not quite so much.

[apad] 02/7/2018 15:55

Hydrus,agreed.
BVXP is £450k per employee.
FEVR is £3.3m per employee.

I also record cash outflow from investing against revenue, but ZOO is too complex for the moment.
BOO's Investing/Revenue is 10x that of FEVR.

I warn you that I put together my own metrics, so they are somewhat quirky.

apad😊

[janeann] 02/7/2018 15:52

Hydrus - I held BBOX for a couple of years and during that time they had several discounted placings available to PIs which was a good way of increasing holding. But ultimately felt pctn was a better long term bet.

[hydrus] 02/7/2018 15:46

PS tell me if you think BBOX is crud!

[hydrus] 02/7/2018 15:44

By the way I'll be building this over years as opportunity arises. No rush.

[hydrus] 02/7/2018 15:38

al101uk I'm a growth investor so outside my comfort zone with income stocks.My approach will be to buy smallish chunks of say 20-30 companies over time. Most will likely be large, non-cyclical companies across a range of industries. Some will be smaller ones that could be riskier but where I'm backing my judgement (eg CARD)BBOX attracted me as one of the latter as its warehousing property portfolio should do well as internet shopping continues to grow. Other property worries me at the moment.

[al101uk] 02/7/2018 15:28

Hydrus,

Found BBOX an interesting pick of yours, care to offer your rationale?

I know it's income, but I'm sure you don't just buy dividend blindly ;-)

[hydrus] 02/7/2018 14:39

APAD I think your focus on revenue/profits per employee is an interesting angle. It shows how remarkable BVXP is, which I know we both hold.A potential downside to the metric is that a high and increasing revenue per employee could indicate underinvestment. For example, a consumer goods company could underinvest in say marketing and research expertise and subsequently the revenue per employee might look great in the short term but longer term the lack of investment could be very detrimental.

[hydrus] 02/7/2018 14:16

Guess that's expected at this stage though APAD when they are investing in ZOOdubs in particular? Right to be cautious though in any situation when expenses are rising quickly.If they indicate circa 100% revenue growth in September (when I'd expect a first half trading update) I doubt we'll see a share price below £1 again.

[apad] 02/7/2018 14:06

H, I'm holding my small holding in ZOO in the hope that folks will get bored waiting for the processes to deliver.
The story is very attractive and there are a lot of fans.

Employees up 47%
Revenue per employee up 18%
implies expenses running ahead of income so I am sitting on my hands.

apad😎

[hydrus] 02/7/2018 13:43

Solid response to ZOO results. I think the fact that they are likely to be now growing revenue in excess of 100% year on year will focus minds. I still see it as the company I hold with most promising prospects over the next couple years. It's my largest position too so that's good. Very good cash generation. Still investing heavily in ZOOdubs. I do wonder if a traditional localisation provider will try buy them as otherwise they'll get too big and soon the traditional providers could be toast.

[homebrewruss] 02/7/2018 12:53

ZOO results now reviewed by Graham at stockopedia:


Personally the results were pretty much as expected but good to see the story still intact and some very encouraging info in the statement about the growth in dubbing.

I had sold down my holding in advance of results to a quarter of it's size (it had grown to about 25% of my folio) and will look to buy back on weakness but am slightly wary of markets at the moment so probably not as heavily invested as before.

[big7ime] 02/7/2018 11:31

Anything can happen with small E&P oil co. Look at ukog raised funds at 0.9p a few days ago, now 3x the price!

Still think AMER has limited downside but great upside at this sp
Considering recent posts here, the reason for its share price collapse could be down to it previously being a popular stock
Not sure that is still the case so could be the time..

[big7ime] 02/7/2018 11:00

Interesting RNS on GTC re changes in institutional holdings, you rarely see that


Zoo figs look odd. Big loss on the increase in sp! Don't often see that.
What would worry me also is the disproportionate increase in CofS to sales

[homebrewruss] 02/7/2018 10:03

Great performance from Glasshalfful over the last few years - 1986% growth since 2011:


..and interesting to read a bit about the strategy especially not chasing the same stocks as others.