Venture Life Share Discussion Threads

[janeann] 29/7/2018 19:05

one of the benefits of the recent acquisition by acso .... copied from spuds acso post
www.cruise-international.com/princess-cruises-expands-ocean-medallion-class-ships/

[janeann] 29/7/2018 19:00

Red re 20049
compared to some like bamboo I am very simplistic but use high movement stocks which I would be happy to hold and mainly look at the lows and highs; aiming to buy on the former and sell on the latter - or somewhere between the 2. Also use ability to trade - for example if I can sell easily loads of acso or arc then I assume they are in demand - whilst if I cant sell 10 ARC shares I know no one wants them at the time. (only works on some stocks but having done it for a while one tends to get a feel for demand etc). Also watch what is happening with trades on the day. Should use MACD &RSI more but tend to overlook it.

eg KWS reached a peak on Friday so I sold my last shares - hope to buy back somewhat lower - several lots. And its a stock I am happy holding if I get it wrong and it drops further.

and 'I had a dabble on a Rsw trade a while ago at £54.75 but chickened out at £55.25 in late May.' So if they were good enough to buy at 54.75 in May why didn't you buy them back at around that in July? I did at 54.44 and 54.44 and 55.15. But then sold the 55.15 ones on Friday for 80 profit.

My philosophy on this type of trading is simply to endeavour to buy back cheaper than I sold. Worked brilliantly for me on prsm and zoo but failed miserably on fevr as I am out now and never managed to get them back cheaper! More art than science! (I also now try and never sell all if I believe in the stock - but kws reached an ath on fri )

hope that helps

[petersinthemarket] 28/7/2018 15:01

#20051 - joined 28july - ramper - filtered

[bigtitbrit] 28/7/2018 07:58

Webull is free commission and extended hours start at 4am https://activity.webull.com/landing/index.html?cs=a&s=BieWd

[redartbmud] 27/7/2018 19:48

janeann

What are your triggers for buy & sell on the charts?
Do you consider MACD; RSI and stochastics? Also the period?

red

[redartbmud] 27/7/2018 18:17

APAD

No it wasn't!!

red

[thelongandtheshortandthetall] 27/7/2018 18:02

Great investment in Fever Tree Apad for sure!
I've watched it creep up.. always convinced i had missed the boat.
10 bag later I still havent bought.

Goes to show how we mustnt put limits on any investment.

[apad] 27/7/2018 17:21

FEVR
"This summer also brought a G&T garden campaign which has seen 600 bars and pubs across key national accounts being transformed into gin and tonic gardens, with Fever-Tree branded materials and an online trade platform supporting the entire campaign. "

Passed one in Jersey. FEVR branded umbrellas and a chalk board with half a dozen gins on offer.
Loads of folks sitting and sipping.

apad

[apad] 27/7/2018 15:38

HAD TO PLAY THE RSW over again, red.

Just to check he really did say they can't get the AM kit "out of the door quickly enough".

It wasn't a dream!

apad😊

[redartbmud] 27/7/2018 12:40

Suppose I should set up some dummy trades and see how they go.

red

[panic investor] 27/7/2018 12:17

Apologies - not to Jane !

[panic investor] 27/7/2018 12:17

Jane - charts depending on how you use them are superb - I trade forex intraday - even big news brings the price down to a particular Line in the sand

[redartbmud] 27/7/2018 12:12

janeann

I had a dabble on a Rsw trade a while ago at £54.75 but chickened out at £55.25 in late May.
Despite a degree in Economics, I struggle with faith in the charts, so cannot bring myself to use them for trading purposes. maybe that is why my timing is appalling:-(

APAD
From the Investor Day, and yesterday's webcast, that is certainly true.
There is a compelling case to buy metrology products, or to upgrade in order to get the production cost benefits.
Imagine what could be achieved by selling lots of additive machines. It would be interesting to know the capacity and limiting factors to the scalability of production.

red

[panic investor] 27/7/2018 12:01

Always looked at it and never pulled the trigger :-(

[apad] 27/7/2018 11:57

It looks to me as if RSW has a lot of developments coming to fruition at the moment, red.
I'm extremely comfortable with my holding. Bought 6 times since 2008. Large purchases in 2012.
apad.

[janeann] 27/7/2018 11:53

red - I do some trading on stocks like rsw /kws/prsm just on the basis of the chart; long term I see no problem so added yesterday thrice at 55.40 and than at 54.40 and 54.50. Will topslice some later.

sold all my kws on the chart this am. Doesn't always work tho - topsliced my fevr and still haven't bought anyback!

[redartbmud] 27/7/2018 11:21

Afraid that all bank software is a disaster waiting to happen.
Systems are huge, complex and ancient. They have added and patched for years.
Looking at the TSB recent migration to a different platform just shows the scale of the problems.

SPX highly rated. One of my mega stars. I just hope that they meet market expectations.

Rsw - you are right, but after I finally found the later forecasts, they were towards the top end of expectations.
I wasn't brave enough to add - wotamistakstamakea:-(
Not sure I can read/second guess the tintins at these levels.
They should continue to forge ahead on new/upgrade metrology products and addditive machines.

red

[apad] 27/7/2018 10:39

RSW rising pattern around results as usual.
I put the numbers into my quirky spreadsheet and can see no problems.

What a lovely dip that was on DOTD - shame I didn't have any income to deploy.

The cost of the LLOY software crisis is eye watering. It wouldn't surprise me if there aren't more cases to come. Bank software is a patchwork quilt of chaos.

SPX interims in a week and a half is my next stepping stone.

apad

[douglas fir] 27/7/2018 10:29

hxxp://www.urbanexposureuk.com/about-us/

Everything you need to know about us

We are an award-winning residential development finance provider. Urban Exposure was established in 2002 and evolved into a development finance provider in 2009.

We provide development funding for residential, mixed use, student accommodation, retirement living and PRS schemes. We use our in-house development and lending expertise in all phases of the lending process including origination, underwriting, loan servicing and development monitoring. In addition we provide comprehensive asset management services to other debt providers.

We are focused on aligning ourselves with government initiatives to increase housing supply, particularly in the affordable segments of the market where the units are targeting domestic buyers. We are also committed to increasing the availability of finance to smaller developers who we believe can significantly contribute to addressing the UK’s housing shortage. We actively engage in public policy work and consultation as a non-bank lender, to proactively look at meaningful solutions to increasing housing supply. Read some of our policy proposals here: London Plan Housing Manifesto, West Midlands Housing Manifesto.

Significant shareholders with a holding of 3% or above are:
Institution Holding
Invesco Asset Management Limited 15.4%
JO Hambro Capital Management Limited 9.1%
GLG Partners LP 8.0%
Standard Life Investments Limited 6.8%
Blackrock Investment Management (UK) Limited 6.3%
Rathbone Investment Management Limited 6.1%
Independent Investment Trust plc 4.5%
Quantum Partners LP (Soros Fund Management) 4.2%
BAE Systems Pension Fund Investment Management, LTD 3.9%
AXA Framlington Investment Management, LTD 3.0%

[...]

Urban Exposure forms £165m residential financing JV with KKR
StockMarketWire.com
Specialist residential development finance provider Urban Exposure said it had launched a joint venture with KKR to focus on mainstream housing throughout the UK.

The venture would have an initial size of £165m.

Urban Exposure would originate, execute and manage development loans in the residential market while leveraging KKR's financial and operational capabilities, Urban Exposure said.

'We are pleased to have closed this joint venture, which is a continuation of our strategy to grow our third-party asset management business whilst also continuing to deploy our balance sheet lending funds,' chief executive Randeesh Sandhu said.

KKR's investment was being made through its xredit funds, which currently had assets under management of $60.7bn.

At 9:52am: (LON:UEX) Urban Exposure Plc Ord Gbp0.01 share price was +3.5p at 112.5p

[tewkesbury] 27/7/2018 10:08

Petro Matad (MATD)

Fully funded six well high impact drilling program in Mongolia, total prospective resources targeted 850 MMBO, ranging from near field E&A to basin opener potential:

1) Snow Leopard-1 well (Block V)
- Spudded 19 Jul 2018, 70 days max to complete, "results end Aug, early September".

a) 90 mmbo recoverable from two main target depths (20 mmbo + 70 mmbo) ("Snow Leopard has 2 main target sections with c.90MMbo recoverable potential [mid case])"; plus

b) There could be oil in the shallow turbidite deposits opening up an extra 200+ mmbo play even before they hit the deeper levels. ("If shallow turbidite concept is proven then a large (200+ MMbo) combination trap play opens").

c) Additionally, there are "3 or more additional stacked pay zones identified as potential upside."

There are also 13 or 14 prospects/leads of up to 500 - 600 mmbo recoverable within 35 km of Snow Leopard 1 on their acreage. ("Success de-risks 14 prospects/leads with resource potential of c.500MMbo").

Slide 26: First Well 2018: Snow Leopard Prospect, Block V


2) Wild Horse-1 (Block IV)
- Spud Sep 2018, "results late Oct, early Nov".
- Targeting 480 MMBO.
- Named by Wood Mackenzie as in top 20 exploration wells worldwide to watch in 2018.

3) Block XX
- Near field Gazelle prospect targeting 13MMbo & rapid commercialization.
- Spud late Sep 2018, complete Oct 2018 (3 weeks).

- New Red Deer prospect, 48MMbo in a basin analogous to nearby producing basins in Mongolia + northern China, within easy reach of existing infrastructure.
- Spud late Oct 2019, complete Nov 2018 (3 weeks).

4) Fox-1 (Block V)
- Spud early Q2 2019.
- Mean prospective resource 200 MMBO. High-quality 3D seismic late 2017.

5) Fully funded
- Oversubscribed placing in Jun 2018 provided final tranche of funding for all six wells above and management participated in placing.

- Country already produces 21,000 BOPD (2017) from fields close to Chinese border, including from Blocks XIX + XXI adjacent to Petro Matad’s Block XX. Very attractive fiscal terms).

Presentation 26/3/2018:


Interview 30/1/2018:

[janeann] 27/7/2018 09:50

another c£8m of director sales at PRSM; hes only got another c£80m to go but has no current intention to make any further sales of Ordinary Shares.

[modform] 27/7/2018 08:19

SDI, another beat expectation, not apad type of stock but looks like a growth stock imo.

[lauders] 27/7/2018 08:08

My largest holding HCM, one of the stalwarts, looks OK when the future potential is taken into account. Looking forward to being able to listen to the analyst meeting and webcast at 9.00 am.