Venture Life Share Discussion Threads

[redartbmud] 14/8/2018 09:35

janeann

"generally think warnings come in 3s"

My biggest fear. I was hoping for a reasonably quick 'turn' but Mr Market thought otherwise.
Knowing Muir, I think he is very capable of sorting the problem quickly.
They cannot lease out road barriers, when there are no roadworks taking place, but maybe that will pick up soon.

red

[janeann] 14/8/2018 09:23

You need to see the light apad!

HILS - looks an opportunity but generally think warnings come in 3s. watching with interest but not tempted

[apad] 14/8/2018 09:04

"prsm - approaching the £20 mark."

apad aka Victor Meldrew 😊

[janeann] 14/8/2018 09:02

Hydrus - I still like pctn and just compared charts with RLE over several timeframes- Ill stick with pctn! Also have a few mrch which hahave held for years - a basket of large cap high yielders and pays over 4%. on a reasonable discount to nav at present

prsm - approaching the £20 mark.

[apad] 14/8/2018 08:57

BVXP
buy 3035
sell 3005

[apad] 14/8/2018 08:53

I am most interested in income in daughters ISAs, but they are a mixture.
The likes of CSN/GSK/RDSB, together with BVXP and ARC/ZOO.
They yield about 2.5-3% on original capital.
apad

[hydrus] 14/8/2018 08:40

Currently hold GSK/CSN/BBOX/ULVR/GAWPlus I hold a large amount of BVXP which I think is an excellent growth and income stock.Bit unsure about BBOX. Interested in RLE.Homebrew I will look thanks. Current plan is to slowly increase number of income stocks to circa 20-25 over next few years. However it's an experiment. May decide it's better to use an element of capital profits from my growth portfolio which has compounded at an average rate of just over 45% over the last four years.

[homebrewruss] 14/8/2018 08:36

Here's another screen from that thread:

[apad] 14/8/2018 08:33

My divi approach is to buy the likes of HLMA and hold (doubled since 2009), and buy the likes of GSK/RDSB on the dips (I call them sine wave companies, for the want of something better).
I sort of assume that good divis now, from small companies, are rare. Hence the BVXP fascination.
FWIW
apad

[homebrewruss] 14/8/2018 08:31

Hydrus, I'm not sure what you are using to select your stocks but there are a couple of screen ideas on the SCAN thread with backtested results and some thoughts on strategy. Might be of use:

[redartbmud] 14/8/2018 08:31

APAD

Women also shop for clothes, and window shop.
My late aunt could do that in spades:-)

Castings - machine shops have always been problematic. The quality, volume, delivery and price conundrum is very difficult to solve to the satisfaction of all parties on a long term basis.
H-L have let me down. Had to phone Mant yesterday. Despite requesting representation at the AGM, as early as 27July they have failed to deliver. Will attend as a guest.

Disenfranchised from Dudley.

PS Hils slowly clawing it's way out of the sinkhole.


red

[hydrus] 14/8/2018 08:24

I know it's not my natural hunting ground APAD. Like Woodford, I'm attempting to try something outside my circle of competence. Hopefully i'm a little more self aware of my limitations.

[apad] 14/8/2018 08:17

Appreciate the sharing of experience, Hydrus.

apad😎

[hydrus] 14/8/2018 08:12

Yikes well as CARD just fell through 52 week low I've exited. I guess a 9% capital loss isn't the best start to my income venture. Having said that my other holdings are overall up and counter balance most of the loss.

[apad] 14/8/2018 08:09

Eee the money my Mam spent at Rackhams on stuff in the worst possible taste.
E.g. a long plastic imitation, marble table on golden dolphins with uncomfortable brass chairs.

Castings still sorting out its machining division. Just shows how a long record of delivering can stall. Visited them once.

tlst - you are supposed to own your Comparison shares - its what makes us different - perhaps you did and sold CAKE.

Nice bunch of sells in BVXP yesterday - keep it up folks.

apad

[thelongandtheshortandthetall] 13/8/2018 21:16

Picked CAKE as one of my comp 5.

however really didnt like the fact that the CEO was using cake to buy a business off himself.
you can see the story in the link below. unfortunately the article was published on the January 1st 2018. too late to change my mind.



still, not doing to bad share price wise. I dont hold.

[apad] 13/8/2018 19:14

I gave up trying to play the macroeconomic game decades ago, Iomax.
I now try to concentrate on great companies.

apad

ps
Bet my hindsight is as good as yours!

[lomax99] 13/8/2018 19:04

AllThanks for the replies. I realise the advice is particular to the individual.I hopefully have a reasonable time horizon (15 years+), and a diversified asset portfolio.With regards to my share portfolio, there would have been too much of an opportunity cost to holding too much cash over the last few years. I suppose it's striking a balance, as I had wished i'd had some extra cash available when the market initially tanked following the outcome of the Brexit vote.

[apad] 13/8/2018 18:02

Interesting, cbootle.

"Druckers and Patisserie Valerie now share the same management team using the experience and expertise gained by both businesses over the years."

Druckers in Solihull was a favourite of my Mam. I called in about 3 years ago. It wasn't full, the service was mediocre.

A pal of mine used to call in at the Marylebone shop and bought shares in the early days - did well of course. I think he is out now.

apad

[malcontent] 13/8/2018 17:49

ABC (Abcam) continues its majestic rise and FDP (First Derivatives) bounces strongly off 200dayMA
I hold both

And if you like a more risky miner, ORM (Ormonde Mining) has a lovely bowl forming as it climbs towards 6p and then who knows?

[cbootle] 13/8/2018 17:42

CAKE - see a few have mentioned them here. We used to frequent Patisserie Valerie in Marylebone, London (one of the original locations) - coffee and cake excellent. Have noticed them expanding into service stations and retail parks. They seemed popular at Gun Wharf Quays, Portsmouth.

Saw them at Peterborough service station so thought would give them a shot. Conclusions:

a) cake cr*p - not a touch on their real shops (Marylebone, Soho etc) or even our local cafes.

b) place empty at peak time (lots of families around, Sunday late afternoon returning traffic after holidays)

If I had shares in them, I'd sell fast - think best days are over. Just a poll of one, of course, but my feeling was of sadness, as used to be a special treat. Brand run down.

[big7ime] 13/8/2018 15:32

Damn right about the discipline to do nothing but hold, look at DPH and BQE, doh!

[apad] 13/8/2018 13:28

Need to offer large bags of jelly babies to run very risky company.
apad

[redartbmud] 13/8/2018 13:25

One for the dustbin:-

Further to the announcement of 3 May 2018, the Company is pleased to confirm that Mark Cutler has today joined the Board of Van Elle as Chief Executive Officer.

On joining the Group, Mr Cutler has today been granted an award over a total of 331,395 ordinary shares of 2 pence each in the capital of the Company under the Van Elle Holdings plc Long Term Incentive Plan 2016 ("LTIP"). The award has been granted in the form of an option to acquire the aforementioned shares at an exercise price of 2 pence per share. The award is governed by the rules of the LTIP and, subject thereto, will vest on the third anniversary of the date of grant to the extent determined in accordance with certain performance criteria. Further information on the LTIP can be found in the Company's annual report and accounts.

Ya gorra be jokin'
331395 shares @2p exercise price. He hasn't trodden over the threshold, or broken wind yet, in the name of the company!!

red