Venture Life Share Discussion Threads

[attrader] 20/8/2018 09:46

Any reason not to include ROCE as a metric ?

[apad] 20/8/2018 09:42

Dropped Price/Sales as a metric. Seems more suitable for comparing failing shops!

This is my list of metrics:

Revenue per Employee (£1k)
Operating Profit to Revenue
Cash Outflow from Investing to revenue
Price to Free Cash Flow

Example:
Company Price to Free Cash Flow
BVXP 25
RSW 29
FEVR 77

Anybody got a recommendation that doesn't require red's expertise?

apad😎

[big7ime] 20/8/2018 09:26

Blistering day so far, and rare nice to see blue across the board and a few high gainers in the pfolio :)

[big7ime] 20/8/2018 09:08

Ahh, don't be like that. Your input is appreciated
You did very well on Prsm, although not my cup of tea, those Following you would have done amazingly well
You may have another winner with INFA which I have taken a punt on
For those in to the TA, take a look at the chart bowl forming

[panic investor] 20/8/2018 09:08

NMC out with a pretty good update - new highs

[hydrus] 20/8/2018 08:57

I'll not post about it anymore. Apologies to the regulars for causing a distraction.

[hazl] 20/8/2018 08:56

Not at all hydrus just a shame to see people miss out on possible profits.

[toptrump1] 20/8/2018 08:54

Hydrus, what are you APAD's bodyguard? I think Hazl had a valid point. APAD does come across a pompous know it all with a rather childish need to be top performer, he lives on this thread, boasting about his portfolio, it's his life

[valhamos] 20/8/2018 08:52

Hydrus, looks like you got out the wrong side of the bed.

[redartbmud] 20/8/2018 08:45

Big7
That is my philosophy. I buy trading holdings in my portfolio stocks, when I think that they are mis-priced against fair value. Happy to hold if I do get the timing wrong, but equally happy to take a profit.
I don't complain, well not too much, if I sell prematurely. Profit in the pocket and cash on the sidelines for opportunities elsewhere.
At my age, I am not going to continue to sdd to my portfolio, but I can play around with what is there and grow it when the opportunity presents itself.

red

[hydrus] 20/8/2018 08:41

Hazl of course feel free to post about the companies you like. That's what this board is for. Just don't cry like a toddler if someone says they don't like it and then hold a grudge and make transparently petty comments about their companies to give 'balance' as that just indicates you took it as a personal slight. Anyway moving on, just read a good book in income investing called 'automatic income' by Matthew Poulson. It's clarified some of my thinking around what I'm looking to achieve with new income portfolio. I'd recommend it.

[big7ime] 20/8/2018 08:34

SPE reports thurs

[big7ime] 20/8/2018 08:33

Bought a trading holding (hopefully) of ANTO this am
I say trad as Already heavily invested and may be quite volatile this yr otherwise a good long term hold at this share price too
One of my favourite for the longer term

[redartbmud] 20/8/2018 08:24

Hils

Bailed out of trading stock. Kept 31 shares to add to my holding and £6.21 in change.
A 9.56% return or £364.85.
Leave a bit for the next man.

red

[big7ime] 20/8/2018 08:23

Well INFA in the top gainers again and has been the most regular co in the top gainers this mth

[hazl] 20/8/2018 08:11

I'm sorry hydrus but I feel I'm bringing a much needed balance.
These companies don't need tittle-tattle and people's egos to get in the way of solid business.

[hydrus] 20/8/2018 07:25

It's just a CFO retiring, which was previously announced. Hazl please heed the points about being overly sensitive (your post seems to be more evidence of that) because it's getting a bit dull now and this is a board which so far successfully avoids that type of behaviour. Appreciate it if you didn't bring it down.

[hazl] 20/8/2018 07:18

OOPS Board restructuring? XPD
That was used as a criticism of you for INFA I 've just looked back.
If you had looked into it properly APAD you would have seen that both companies exhibit good reasons for doing so.

Just for fun.

[apad] 19/8/2018 14:05

Been playing about with some ratios.
PTSG emphasises red's point about white van man.
QTX is a surprise.

Revenue per
Company Employee
BVXP 450
FEVR 302
QTX 281
BOO 267
AMS 229
ABC 229
ZOO 165
SPX 158
PRV 144
ARC 136
DOTD 134
RSW 126
FFX 79
PTSG 12

[apad] 19/8/2018 12:05

Quite a nice debate between us dacian.
Pity I didn't carry on researching.
Flibbertigibbet!
apad😊

[hazl] 19/8/2018 11:23

dacian have marked up your post not as much for the company it illustrates but showing the reticence....as you say again for fun.

[redartbmud] 19/8/2018 10:59

dacian

I must admit that I didn't look very closely at
the competition entries, some of which, I confess
held some interest at the time. Surprising how
it is difficult to do the, in depth, due diligence
when you are retired!! Maybe focus too much on keeping
what you hold.
Having looked at the Xpd debate, and a cursory look
at the latest report, I see the merits of the business.

I think that you have made smart moves, and that your holding
must now be bomb proof. A bit like a few of mine.
Hils, in one portfolio, before the latest purchase has a negative cost
of c£10. That is a bit extreme!! It also means that I missed out on a
lot of growth by selling too many:-(

Hey ho...


red

[apad] 19/8/2018 10:41

😊
Can see why it's got an edge now, dacian.
Takes a time to sink in sometimes!
apad

ps
Looked at CLG when Pretty Little Thing used them for frocks. They do ASOS and SOS as well.
Tempted. Glad I held back. Again the search for something special inhibited me.

pps
Must remember you underplay your opinions!