Venture Life Share Discussion Threads

[redartbmud] 25/7/2018 10:08

"in order to satisfy institutional investor demand"

Amber warning

Might wait for the dust to settle.


red

[apad] 25/7/2018 10:02

"Tristel announces that it has been advised by Francisco Soler, Paul Barnes and Paul Swinney (the "Selling Directors"), that they intend to sell approximately 2,400,000 ordinary shares of 1 pence each in the Company (the "Placing Shares"), at a price of 285 pence per share, in order to satisfy institutional investor demand for the Company's shares. The Placing Shares represent approximately 5.6 per cent. of the issued share capital of Tristel."

Slow beat I think, red. No idea about timing.

apad

[redartbmud] 25/7/2018 09:53

Tstl 273p middle.

BTFD?

red

[apad] 25/7/2018 09:47

Yup - missed out on BUR as well.

Quartix interims much as expected, but no increase in interim divi. Promising a possible special. Mmmmm.

Might swap them for more BVXP.

VCT continues to deliver - stalwart.

apad

[cbootle] 25/7/2018 09:45

Thanks attrader for investhog, extremely useful. Got my first update today, addressed "Hi None," but apart from that it works a treat. It didn't use my name stored in profile.

[lomax99] 25/7/2018 09:20

BUR flying, my largest holding. Even at current share price (£18.34), probably only on a prospective YE PE of c 14.3 (!), can see this going somewhat higher. Will add on dips.

[hydrus] 25/7/2018 09:11

NP attrader - I added a few more first thing after the bizarre initial price action. BUR is uniquely a very high growth yet defensive stock. Uncorrelated with the general economy and global. my second biggest holding now.

[thelongandtheshortandthetall] 25/7/2018 09:01

attrader.
thanks for sorting the "no debt" search.

I can see investhog being a handy site.

[redartbmud] 25/7/2018 08:55

Yes, well done Hydrus, I passed:-(

red

[attrader] 25/7/2018 08:51

Hydrus, I picked up BUR after you highlighted it a while back. Thanks for sharing it.

[redartbmud] 25/7/2018 08:10

Vanl is still mired in the mud of digging holes.
How long should one remain patient?

red

[redartbmud] 25/7/2018 08:08

Premium mixer and tonic maker Fever-Tree (FEVR) is once again set to deliver better than expected earnings and the fact management doesn’t hype its figures shows it’s a good company, says AJ Bell.

Fuelled by the craze for gin, Fever-Tree forecasted full-year results ‘comfortably ahead’ of its expectations. The shares rose 5.6% to £36.50 yesterday.

Analyst Russ Mould said it had built a ‘powerful brand’ and management had perfected ‘the art of under-promising and over-delivering̵7;.

‘Ever since it joined the stock market in 2014, Fever-Tree has managed to refrain from overhyping its sales outlook and just focus on the facts in hand,’ he said. ‘This is the sign of a great company – focus on executing the business strategy and the rest will take care of itself.’

red

[hydrus] 25/7/2018 07:09

BUR absolutely smashed broker forecasts. Should be a good day ;)

[panic investor] 25/7/2018 07:07

BUR just doing what they do :-)

[big7ime] 24/7/2018 17:56

Shouldn't have sold BQE

[apad] 24/7/2018 13:40

SPX - off the radar.
Up 22.5% YTD

apad

[apad] 24/7/2018 13:12

QTX
No problem with competition from in-built systems and mobile phones because the software from specialists is geared to back office procedures for the commercial user and is tamper proof for young drivers.
QTX does not provide new software processes unless there are benefits for a number of their customers.
They are losing the insurance market to companies that are prepared to lose money for turnover. There has been one example of losing a customer who subsequently returned because of poor performance. I suspect that this might become common.
They now sell to insurance brokers.
My view is that the fleet market will dominate because of the back office argument.
Also that the european and yoodle market will drive growth for QTX and that the loss of the young driver market will work through.
It is correct to say that QTX has gone nowhere for a year. I see this as an opportunity to buy income in a well managed company with a decent yield and international growth potential.
FWIW
apad😎

[apad] 24/7/2018 12:37

FEVR Growth
2016 2017 2018 Int.
USA 36% 36% 15%
UK 118% 96% 73%
RoW 88% 57% 67%
EU 39% 44% 17%
Total 73% 66% 45%

[cbootle] 24/7/2018 11:03

I sold some ARC (dropping below 3%) as I had some outside my SIPP and needed the money (I've semi-retired) - rebought most inside the SIPP but decided to stay just below the 3% notification point. It also made huge tax sense as was employed at the time.

Rather happy, as SIPP has doubled in value in 25 months, thanks to ARC and G4M.

Have no intention of buying more as currently 80% ARC, 20% G4M. Long term plan is to spread out more evenly - though deciding when to ease off ARC must feel like your deciding when to ease off FEVR ;-)

GLA!

[apad] 24/7/2018 10:46

cbootle - I think you sold some of your (large) ARC holding a while back?
Do you have a judgement about a price you would buy?
I haven't followed it for that long, but would expect it to go off the radar unless there is news of a new product or customer.
You can probably tell that I am regretting selling my holding.
apad😡

[apad] 24/7/2018 10:39

First purchase:

FEVR 10-Nov-2014 2,000 169p

Bless its little cotton socks.

apad😊

[cbootle] 24/7/2018 10:31

ARC having a little wobble - short termers rushing out, taking profits. Extremely low liquidity, so not surprised.

[apad] 24/7/2018 10:30

Good call on SOS, H.
I was tempted by Scott when he first mentioned them, but didn't buy.
I think I was put off by them being fashion journalists and the amount of cash needed to establish an internet shop's presence.
So, I stuck with BOO, which Scott also brought to my attention.
apad

[redartbmud] 24/7/2018 09:52

Must sell some Lloyds, when the share price picks up. The share price gyrations are not good for my blood pressure, given my holding.

red

[hydrus] 24/7/2018 09:42

Extraordinary spat between Tom Winniforth and Paul Scott on the SOS ADFVN board. I've sold my SOS shares after they doubled in a couple of weeks.