Venture Life Share Discussion Threads

[redartbmud] 08/8/2018 07:58

PS

Spirax-Sarco. Excellent report - top of the class and gold star.

red

[redartbmud] 08/8/2018 07:55

Half term report:

Hill & Smith - could do better. The halo has slipped and there will be blood on the share price.

Gooch & Housego - relatively big acquisition in Life Sciences that will chew up the cash and also see a very small share based payment. It is an area they are looking to grow. Earnings enhancing year one. Good move.

PTSG - we're 'ere cos we're 'ere cos we're 'ere. But, in Black Country speak, "We dow now the figers, so we cor tell ya".

Interesting day ahead.

red

[runthejoules] 08/8/2018 07:14

Placing & acquisition done, I don't see any reason why she shouldn't start to climb now. Hope they can make Dentyl in Italy and increase that factory capacity.

[panic investor] 08/8/2018 07:05

PTSG in-line with expectations - surprised that it wasn't a bit better tbh

[thelongandtheshortandthetall] 07/8/2018 21:34

I see DOMinos is down a fair bit lately.
Had a pizza deivered from them couple of days ago and it was actually really tasty. a huge improvement on their previous pizzas.
it was an improvement on ingredients in america that propelled DPZs (US) fortunes.

Could be a sign change is on its way.. I wouldnt be suprised if the the US big brother didnt buy them out esp with the low £.
hmmm

[modform] 07/8/2018 21:12

Apad, You will be glad you are not short TSLA, he's taking it private at $420

[panic investor] 07/8/2018 20:01

Hold all except RSW but couldn't agree more

[apad] 07/8/2018 17:57

Wonderful TESLA fuss. Couldn't make it up - yellow brick road.

Frontrunners for increase are BVXP and RSW.
Too much excitement in the likes of ZOO and ARC.

apad😎

[big7ime] 07/8/2018 17:28

Poor figs from SLA (profits down 37%) in what it said was a tough market.
One of the sectors i'd avoid. Only bad news from here

[apad] 07/8/2018 14:01

Fever-Tree USA is spearheaded by Charles Gibb, Fever-Tree's North American CEO, a beverage industry leader with nearly three decades experience at Moët Hennessy, Diageo and Bacardi, latterly as President and CEO of Belvedere Vodka. Charles will lead a team of over 30 full time Fever-Tree employees across sales, based in key metropolitan areas, marketing, finance and supply chain.

[apad] 07/8/2018 12:18

FEVR is dominating my portfolio. It's down 0.6% with the market up 0.9%.
Testing my resolve, it is!
apad🤔

[apad] 07/8/2018 10:57

It is surely maturing in the UK, Big7.
It's all about America now.
apad

[big7ime] 07/8/2018 10:55

I still think it's the name, that could be a fad so wouldn't invest now
As is likely the gin craze.
Taken an initial punt on Infa

[big7ime] 07/8/2018 10:53

Do you think the founders know it's maturing, I notice the Fevertree umbrellas in loads of pubs now - that must be costing a lot surely they'd need to sell one hell of a load of bottles to make that back, but they are much more expensive. I fancied a ginger beer yesterday lunch time and was not given a choice but recd a 200ml bottle for 2.40! I wasn't too impressed and I prefer the other brands old Jamaican, fentimans, idris

[apad] 07/8/2018 10:00

Yup, I'd forgotten that, Panic.
Very amusing.
Founders still have 11.7% of the company.

Searching on Brooklyn Fever Tree digs up some info.

e.g.
www.prnewswire.com/news-releases/fever-tree-the-worlds-leading-premium-mixer-brand-launches-pink-aromatic-tonic-july-2018-300673339.html

No signs of dark mixer efforts yet.

apad😎

[panic investor] 07/8/2018 09:43

Tight ship too one NED bought at 38 recently - bet he's peed off with his timing

[apad] 07/8/2018 09:41

Looks like the instis did well with FEVR at 3450.
apad

[redartbmud] 07/8/2018 09:14

APAD

Ror - just about sums up my appraisal. Their market place is getting less hostile, and that should be a positive for the business.

Getting heartily fed up of seeing 'underlying' and adjusted in results.
The figures are the figures; sugar coating isn't good.

red

[attrader] 07/8/2018 08:46

For anyone interested in investing in disrupters...http://investorfieldguide.com/cathie/

[apad] 07/8/2018 08:32

Cupboard is bare, H.
😊

[janeann] 07/8/2018 08:28

Interesting flurry of buying at zoo; perhaps it has been tipped somewhere?

[hydrus] 07/8/2018 08:27

You better move quickly on ZOO APAD

[apad] 07/8/2018 08:20

FEVR dip due to director selling.
apad

[janeann] 07/8/2018 08:17

Another director share sale at fevr; explains the drop.

ztf - always a slow burner apad

[apad] 07/8/2018 08:14

Intertek (should be a stalwart) disappointing. No longer hold.

Surprised the market hasn't reacted more positively to ZTF.

apad