Venture Life Share Discussion Threads

[attrader] 30/8/2018 09:27

I have a list of uk companies where management owns significant percentage of the business. I call them owner-operator businesses (they are supposed to outperform for obvious reasons). There are about 200 companies on the list. Going through these one by one and finding some really interesting businesses to study ..

[apad] 30/8/2018 09:03

"I can resist everything except temptation."
Oscar Wilde

CSN increases divi, which is what we want, but the results are opaque to me (although they try harder than most insurance companies) and there seems to be some negatives.

I see the CEO of SDX doing the rounds of the video interviews has brought the price back. It's a touch concerning when they have to do that.

apad

[big7ime] 30/8/2018 08:46

What is that list attrader?

[attrader] 30/8/2018 08:09

Some of these companies (Renishaw, FDP) have done really well while some (Hansard) not so..

[attrader] 30/8/2018 08:03

A few of owner operated UK businesses.. Very interesting companies on the list..

INDI INDUS GAS LIMITED 82.66
BOTB BEST OF THE BEST PLC 78.94
IBPO IENERGIZER LD 78.48
HSD HANSARD GLOBAL PLC 75.74
AHCG ACTION HOTELS PLC 73.89
SPD SPORTS DIRECT INTERNATIONAL PLC 71.21
AMGO AMIGO HOLDINGS PLC 70.4
VED VEDANTA RESOURCES PLC 69.56
CTI CATHAY INTERNATIONAL HOLDINGS LD 60.52
FRAN FRANCHISE BRANDS PLC 60.16
LAS LONDON & ASSOCIATED PROPERTIES PLC 59.81
CBP CURTIS BANKS GROUP PLC 59.44
CAML CENTRAL ASIA METALS PLC 58.56
CLI CLS HOLDINGS PLC 58.05
LIV LIVERMORE INVESTMENTS GROUP LIMITED 57.9
SHRE SHARE PLC 56.45
HOC HOCHSCHILD MINING PLC 54.49
AFS AMIAD WATER SYSTEMS LTD 53.96
RSW RENISHAW PLC 53.07
BPM B.P. MARSH & PARTNERS PLC 52.94
PNS PANTHER SECURITIES PLC 51.86
OPG OPG POWER VENTURES PLC 51.65
FXPO FERREXPO PLC 51.06
TILS TIZIANA LIFE SCIENCES PLC 50.57
W7L WARPAINT LONDON PLC 50.28
FDP FIRST DERIVATIVES PLC 50.17

[11_percent] 29/8/2018 22:48

redartbmud
29 Aug '18 - 21:03 - 20733 of 20735
0 1 0
INFA .71p to buy.

Tempted from Tooting.

red

=============

Have been looking at it......it was due a pull back, and I had earmarked .7p......but like yourself am now tempted.

[redartbmud] 29/8/2018 21:51

Thanks.

Researching from Reading.

red

[thetrophyman] 29/8/2018 21:36

INFA did take a bit of a doing today... and more warrants yet to be issued but plenty positive newsflow in the coming weeks and months. Security of gas storage / supply a very hot topic just now. For obvious reasons. Very good research on the INFA board

[redartbmud] 29/8/2018 21:03

INFA .71p to buy.

Tempted from Tooting.

red

[apad] 29/8/2018 20:20

I agree, mod. MSFT has the B2B market by the throat. No competitors!
apad

[hydrus] 29/8/2018 20:05

Don't have a view on it Mod but if you know the product well then fair enough.

[modform] 29/8/2018 19:07

Hydrus, another USA stock I have a decent holding is the good old Microsoft MSFT, I think office365 is moving the company in the right direction.

[hydrus] 29/8/2018 18:27

Portfolio at ATH with BUR, TUNE, AMZN and BVXP heading north. AMZN not that far off becoming a trillion dollar company now. It's still got the revenue growth characteristics of a small cap company in its early days.

[multibagger] 29/8/2018 12:48

Most welcome and good luck :)

[melton john] 29/8/2018 12:45

Thanks for your warning multibagger, I am aware of the dispute and according to my son who mentioned it to me, it should go in their favour. Just a punt for me nothing on the scale of your loss. Good luck.

[valhamos] 29/8/2018 12:42

Thanks - I will add COG to my list for further research.

[janeann] 29/8/2018 12:28

Havent looked too hard at the competition but what I liked was when it started to be used for clinical trials. It then suffered a couple of delayed contracts and bounced back sharply. I see it as a front runner in research in the area and its technology being used across a range of areas - relatively recently it had a big contract in the US.

ps my timing this am was quite good! (so far)

[valhamos] 29/8/2018 12:09

Janeann

COG - This was an interesting idea according to SCSW about 18 months ago. Sales were static until a couple of years ago but now starting to increase. Losses previously but profits forecast going forward. And if it comes good it will be earning a nice return on capital. However if you enter "brain health cognitive testing" in a search engine you get lots of results other than COG - so what is COG's edge/moat?

[multibagger] 29/8/2018 11:44

Melton John,

For what is worth...

NIPT in its previous incarnation of VIY caused me one of the largest crystallised losses ever circa £178k ! So hopefully you will do much better.

Ongoing patent infringement legal action by Illumina who given their size have deep pockets. So caveat emptor :)

[janeann] 29/8/2018 10:38

added a few cog; seem to be very few available and hopefully its pulled back as far as it will. a right time right place company!

[homebrewruss] 29/8/2018 09:43

Hydrus, well done on SOS. I hesitated at 32p last week whilst on holiday and am 'regretting' that now though it is one where you have to avoid looking at the valuation too closely.

Looking at the chart now it's clear that it had a high tight flag pattern when it hit 35p earlier in the month which is the number 1 performing chart pattern according to Bulkowski and one of bamboo2's favourites I think. So would have been a clear buy if you follow those patterns.

[valhamos] 29/8/2018 09:17

The firing of the DPLM CEO hasn't adversely affected the share price (he'd only been there a few months). Decent trading update.

[melton john] 29/8/2018 09:06

Been watching NIPT, a non-invasive very early stage replacement for amniocentesis test. Bought in this morning. Early trades all look like sells. Does somebody know something?

[hydrus] 29/8/2018 08:52

Sosander motoring - I bought at 16p and sold at 34p before buying half back at 32p. The Mcap looks extreme but it's one of those that could just keep motoring so I'll hang on. Easier to do when it's s free ride.

[apad] 29/8/2018 07:17

Quick glance at IQE - still looks like a cash burner garlanded with technical promise.

apad