Venture Life Share Discussion Threads

[redartbmud] 19/7/2018 09:27

janeann

You are on a hot streak on your small caps.
Well done on the research. the nuggets are there, but they still have to be recognized.

red

[janeann] 19/7/2018 08:45

Thanks big7. Never thought it would pull back this far but hey ho - up we go!

[big7ime] 19/7/2018 08:11

Had to take another look at SPE janeann. Ok, I'm now a shareholder in SPE
6m cash prod in 6mths, mkt val 80m
No brainer

[gsbmba99] 19/7/2018 07:40

Interim results from comparison holding Jarvis (JIM). Rev flat and profits down 11.6% YoY due to increased costs. New tariffs in place from 1 June to restore margins to previous levels. Interest margin achieved beginning to rise and customer cash deposits increased 8.3% to approx £229m. Every 5bps increase in interest margin achieved worth about £115k/year of 100% margin revenue. Didn't expect revenue decline (may have been impacted by reduced fx charging capability) but increasing interest rates would be incredibly welcome.

[modform] 19/7/2018 07:31

JWE over 1m unit, so hopefully a turn around for FDEV, unless the seller arrives which opportunity to buy some cheap shares.SPE, class act ...

[janeann] 19/7/2018 07:25

Very respectable update from SPE; hopefully bring a change in direction to the share price.

[thetrophyman] 18/7/2018 22:30

Ehm, hey guys. I'm new to this but on reading a few *threads* this seems a less traumatic one... a quiet space if you like... anyway, I've been following NTQ for a while and a possible turn-a-round on the cards given last months +EBITDA...any thoughts on the 234k shares to (COO) to be "admitted" on the 23rd July? I'm not involved yet but timing is everything... cheers!

[cbootle] 18/7/2018 14:56

ARC doing well today, again.

Currently offloading all the shares I've dipped a toe into, to boost my G4M - which has fallen 25% from the peak 9 months ago. AGM (probably with trading update) expected on 25th July. Sold all my G4M at 700p, so re-entering at a lower price.

[lauders] 18/7/2018 14:55

Apad - Another possible oil and gas company for you to consider looking into is TXP. I am now a holder after looking at it for a while and unlike some of the other dedicated BB you dislike there are mostly decent folk there who are very knowledgeable. Some frequent this board too. I had to sell my SDX to raise funds earlier in the year but plan to hold this small initial core holding while TXP develops into a bigger company. I hope! Meantime I am really happy with ZOO's performance and the dedicated BB for them is also pretty much a joy to behold. Wish AMER's was the same! Things starting to look a bit better there now.

[panic investor] 18/7/2018 14:30

TM17 update went down well today - talking of gaming - a little surprised as in line usually means a negative response these days

[attrader] 18/7/2018 13:50

Two more companies i am finding interesting .. Temenos - Core banking software helping banks with changes in competitive landscape MarketAxess - Trading platform well positioned in growing market Core banking tech is sticky, it takes decades to replace integrated solutions. I like Murex a lot but it is privately held :(

[tewkesbury] 18/7/2018 10:12

AudioBoom (BOOM) to be cash flow positive within 6 months.

Could 10x bag very quickly.

[al101uk] 18/7/2018 09:34

APAD,

I did warn you, I'm ashamed of my creation :-(

[apad] 18/7/2018 09:13

ps
Noticed my roulette wheel puppies of AMER/SDX are in profit, so had a look at their boards to see if there was any news I'd missed.
What godawful places those boards are - I'll stick to Malcy in the future.

SOU has been in good profit for a while - my net cost is -£4.82. Who said roulette is a bad thing?

[panic investor] 18/7/2018 09:10

I'd forgotten about DIS :-)

[apad] 18/7/2018 09:06

No DOTD rns today (as last year).
I presume good news rushes to press, whilst doubt and uncertainty linger in the shadows.

Renishaw strong ahead of results next week. I presume it will benefit from a weaker pound.
FEVR & QTX interims also next week.

Panic, our yacht club dropped FEVR for a while, then brought it back again. They have lots of gins - doesn't everyone!
Still can't bring myself to buying DIS.

No calorieas at all Mon or Tue (5:2 diet) so looking forward to a G&F this lunchtime.

apad😊

[panic investor] 17/7/2018 20:58

..... and that's compound growth which is stunning

[apad] 17/7/2018 17:45

I agree, Panic.
But, I also thought the same before the last results, when UK growth fell from 118% to 96%.
Never mind, we must be correct somewhen.

Charles Gibb from Brooklyn:
"Gibb said he anticipates rapid growth over the next year. He noted that Fever Tree plans to invest heavily in marketing over the next year, promoting at events and bar and food shows and working with spirits brands, which he called a “key” aspect of the company’s strategy."

Maybe some news at FY December 2018.

apad

[panic investor] 17/7/2018 17:17

Totally agree but that's what I'm getting at, people only buy FEVR now hence how can it grow any more over here. I'm in the South East and the busiest Waitrose only sells FEVR according to the guy I know who works there - Fentemans sells a couple of bottles Schweppes nothing I only know 1 pub and 1 restaurant that are not 100% FEVR around hereThat's why I wonder how much more growth here but ..... the states well that's another story especially now they have Domenic on board

[apad] 17/7/2018 17:05

Went into the local Coop for some FEVR on a hot afternoon, Panic.

There were two bottles of Elderflower. In the same amount of space the Schweppes was full.

Supersaturated I would say.

apad😊

[panic investor] 17/7/2018 16:50

I'm a holder but surely they must have about saturated the U.K. now ?

[apad] 17/7/2018 16:36

Depends on the US, j.
Interims on 24th will be too early to tell.
I didn't think the market would like these data.
FEVR Growth
2016 2017
USA 36% 36%
UK 118% 96%
RoW 88% 57%
EU 39% 44%
Total 73% 66%

Wrong as usual.
apad

[janeann] 17/7/2018 16:01

ps surely fevr must be in bubble territory

[janeann] 17/7/2018 13:57

bubble territory ; certainly wary of the valuation of prsm especially now, so have a far smaller holding but not going to be out completely. Arc - technical merits of their software and people count for a lot imv. Ltg - mixed feelings but nearly back at the april placing price of 98p. Relaxed at present.

Opti - very wary of this type of thing but clearly they have a decent following; but my gut tells me to avoid both the shares and the products.

Zoo - looking to get bad the badly top sliced ones I had - (edit 2.5k at 161; lesson again; run ones winners!)

HL. - what an opportunity yesterday was.