Venture Life Share Discussion Threads

[apad] 15/8/2018 10:31

The likes of HILS, however well managed, are subject to contextual vagaries in cost of materials, weather, capital spending plans and so on. I suppose that is what makes a quality company a trading share.
The five year graph indicates an over-reaction.

I assumed BVXP would start to rise today after late yesterday's buying opportunity. My divi is due tomorrow!

Been musing about QTX and my acceptance of the french and US story, so I had a look at the TRAK thread to see if there were lines of argument I had missed. What a cesspit! You'd think I'd've learned by now. There aren't many single company threads like ZOO.

ARC FY 23rd inst. My next milestone is ABC FY 10 Sept.

apad

[hydrus] 15/8/2018 10:24

PS I don't like large cap companies. PIs have a big advantage with smallcaps as under researched and under invested by funds. No advantage with large caps. Bit like playing darts blind folded. I have GSK/ULVR so far in income fund and I'm sure I'll end up with one or two others over time but it leaves me cold.

[hydrus] 15/8/2018 10:15

Lauders - no worries I'm an amateur at income investing so expect to make some mistakes. I think I've resolved to stick to my principle of only investing in high quality companies, regardless of whether I'm investing for income or not. Also I think I'll stick for the most part with my quality-growth portfolio as it's my area of competence. BUR breaking out it seems.

[redartbmud] 15/8/2018 07:54

Large share price falls at engineer Hill & Smith (HILS) are a huge over-reaction and have presented a perfect buying opportunity, says Peel Hunt.

Analyst Henry Carver retained his ‘buy’ recommendation and reduced the target price from £15.50 to £13.80.

The shares are down 25% after the company last week reported a ‘tough’ first quarter due to poor weather and commodity price volatility.

‘We see this as a compelling buying opportunity,’ said Carver. ‘The miss just reminds us that after a phenomenal five-year spell, Hills is not bullet-proof, so we are basing our revised £13.80 target price on a price/earnings ratio multiple of 17.5 times rather than 19 times, which implies some 27% upside from here,’ he said.

Not a recommendation, but comforting for my holding.

red

[lauders] 15/8/2018 03:00

Hydrus - Sorry to see your CARD "dabble" hasn't gone to plan. My PHNX income play is doing OK and I have just ventured into CAML which is now on offer at an even better price than I entered. If you believe in the demand for copper, zinc and nickel over the next few years and can sit tight I recon it is worth holding. Time will of course tell!

[janeann] 14/8/2018 21:35

big - agree they do need to start bring more cash in than they spend and at current price it is getting somewhat over exaggerated

[apad] 14/8/2018 20:34

Big7
emailed your PRSM comment to my IT director pal.

Here is his response:
"Fully agree, I sold this a while back, realised that people are getting hooked into robotics and AI buzzwords. Lots of others in this space also. I actually am using UiPath in Vistra which seems a good product, but there are lots."

FWIW
apad

[thelongandtheshortandthetall] 14/8/2018 19:07

thelongandtheshortandthetall - 03 Jan 2018 - 23:11:50 - 15957 of 20333 ValueGrowth Investing - VLG
As I suspected.
Another director sell at SFE anounced today.
Wouldn supprise me if the share price is half it current price eventually.

Watching from the sidelines.

--

168p on the 3rd Jan
33p today.

I think shorting might be slightly easier.

[big7ime] 14/8/2018 18:18

Been studying Prsm janeann and have to say, you are lucky to have made money on this.
I can't see there is a business there. They are buying sales. Admin costs rise in the same percentages as the sales with bigger and bigger losses, anyone can run a business like that. No wonder they are eager to cash in. It seems to me a big ponzi. I think investors are blind to the figures and just see it as robotics - buzzword and must be the future. The only way they can start making a profit is to stop selling new contracts. So What happens when new sales start falling off, losses might reduce as they don't have so much in upfront sale scommissions But then it will look like no growth potential an the profits will look so small even if commissions disappear the p/e multiple will look ridiculous. Price to sales is way too high.

Sales = Vanity
Profits = Sanity

Do correct me, I'd love to know why the share price is so high. The directors clearly think so too and must think they have won several lotteries. They are getting their money out, well I say "their" loosely and will no doubt be planning on leaving as soon as the carousel stops.

[attrader] 14/8/2018 17:39

Been studying Teradyne, primarily semiconductor testing company but growing revenues from robotics arms. Any insights in manufacturing robotics industry?

[big7ime] 14/8/2018 17:19

When the chief "customer" officer sells 6m quid of stock you have to ask yourself what is happening at our co boardrooms, jeez

[apad] 14/8/2018 15:51

IDEXX 2hour presentation on website. 03:00 EDT (I think 20:00 BST).
Should be interesting but I don't think I have the stamina.

apad

[janeann] 14/8/2018 15:36

Blue Prism (AIM: PRSM), director sell - again!
... a global leader in Robotic Process Automation ("RPA"), announces that the Group's Chief Customer Officer, Neil Wright, has sold 300,000 ordinary shares of 1p each in the Group ("Ordinary Shares"), representing approximately 0.45 per cent of the issued share capital of Blue Prism at a price of 1990 pence per share.

[redartbmud] 14/8/2018 12:37

Been out. Back briefly. Onwards to Castings now - they are shutting down the Fradley site and consolidating the machining into Brownhills. Hmmm.... M/c turnover down two thirds in '17 & '18 from '16. says it all.
Rocket up backside of H-L has produced a result, and an apology!!

Yes Hils is moving back in the right direction.
Thank's Mr Director, 'every little helps'.

red

[apad] 14/8/2018 11:29

HILS director buy, red.
Norra lot, but not a bad sign.
apad

[apad] 14/8/2018 11:25

"Dropping down a division to the FTSE 250, the speciality chemicals group Elementis (LON:ELM) was given an 8% boost by an upgrade to ‘buy’ from the London arm of the German bank Berenberg.
A downgrade of Card Factory (LON:CARD) to ‘sell’ by the same house knocked 4.4% off the share price."

Blockchain is an algorithm that has yet to be tested in different contexts, attrader.
I don't think you can 'play it'.
There might be products that use the algorithm that we can't envisage.
I suspect the big banks all have teams testing it for book-keeping.

Health warning - I've only browsed it, not studied it.

apad😊

[attrader] 14/8/2018 11:21

Block chain has decent potential imv.. Question is how to play it..

[apad] 14/8/2018 11:18

"Legal memo to Elon: “secured in my mind” is not the same as secured, secured, all legal and such. Even if–especially if–you are a legend in your own mind."
😊😊😊😊8522;😊ԅ22;

[apad] 14/8/2018 10:42

Agree about XPP - known about it for years and completely lost as to why I don't own any.
BUR isn't my sort of company - which isn't a criticism.
Good Luck,

apad

[apad] 14/8/2018 10:42

Agree about XPP - known about it for years and completely lost as to why I don't own any.
BUR isn't my sort of company - which isn't a criticism.
Good Luck,

apad

[big7ime] 14/8/2018 10:17

Fevr will experience same eventually ;)

[big7ime] 14/8/2018 10:16

Crypto currencies being decimated - most now lost around 90% o f their values from highs
Sense always prevails in the end

[big7ime] 14/8/2018 10:02

I balls up selling DPH unfortunately
Thinking about more SPE, don't normally like software cos but looks interesting

[janeann] 14/8/2018 09:58

I do big - a very large holding; looking forward to it with interest, but it seems always to be behind the curve.

ps and even have a few dph - one of yours I recall. Managed not to top slice all of them. A difficult lesson to learn despite all the examples that show its a sound strategy

[big7ime] 14/8/2018 09:51

Janeann do you still hold SPE?
Their figs out next week, look cheap and may have started a rise up towards..