Venture Life Share Discussion Threads

[redartbmud] 11/1/2019 15:19

attrader

Thanks.
H-L is now a mature juggernaut. The service that you get is the service that you get,
line by line from the crib sheet. Please don't deviate from the script.

red

[attrader] 11/1/2019 15:15

IG excels at customer service.. They charge a bit more but I think their service makes up for it.

[redartbmud] 11/1/2019 14:51

janeann

Well done.
I am pondering about moving some of my accounts away from H-L, who are now 'too big to fail'. Igg is an option.

red

[janeann] 11/1/2019 12:46

igg - in profit already.

[apad] 11/1/2019 11:52

Lyttle (Primark man) gets a bonus of £50million if the BOO share price rises to about £6.50 over 5 years.
Should keep his nose to the grindstone.
apad😊

[apad] 11/1/2019 11:42

I'm in a right dither about BOO.
I'm expecting strength after the rns on Tuesday and my trading holdings are already in profit.
If I top-slice I might buy some more QTX and renter ZYT. Both would be for income - no income from a large BOO holding.
However, it's a while since Kamani and Kane hired Mr. Primark to do the day to day chores (Sept.) and I am expecting some sort of initiative from them - a new brand probably.
So, there is the possibility of another boost in the offing.
apad

[lauders] 11/1/2019 11:24

Apad, or anyone else interested in oilers, I nearly entered JSE into my comparison this year with ZOO but didn't. Like janeann I might regret not selecting them per SPE! Anyway, it may be another puppy worth feeding. Good RNS from them today. By all accounts good management too, which is important as we know, but I have yet to buy any myself. Need funds for other property matters at present!

[janeann] 11/1/2019 11:21

that's why I bought now plus in the last TU revenues were down c 6% but share price down nearly 30%. and hopefully recent increased volatility will mean increase trading activity

[apad] 11/1/2019 11:10

IGG interims on the 22nd, j. Thanks accepted afterwards!

Ta Valhamos.

apad

[janeann] 11/1/2019 11:03

spe - yes it is pricey but has always generally underreported and overdelivered. naked trader is a big fan - at one point he said it was his largest holding. don't follow him tho! recent deal with Hershey was a bonus - hopefully similar in due course. And I still think the TU this am was very strong; stronger outperformance at the EBITDA and pre-tax profit level.

bought a starter stake in igg - hopefully on the dip. thanks

[valhamos] 11/1/2019 10:19

Apad - D4T4 Can't find any presentations to PIs but the following might be worth a look particularly on the Celebrus offering:

[apad] 11/1/2019 10:18

I read that the QUIZ founder had passed the reins over to a 'management team' who messed up and he is now taking back control.

I spent a lot of time assessing the management of BOO & SOS before buying. Initially I was suspicious of the SOS duo, but no more.

Amusingly my daughter (in their target age range) said they were exactly the sort of clothes she disliked. Another plus point!

apad😊

[apad] 11/1/2019 09:45

Has SPE got a tipster behind it? Seems like a difficult company to fathom (not that I've done other than glance) to have such a following.

apad🤔

[apad] 11/1/2019 09:43

Missguided is a good example of how these companies can easily go wrong. Management and design has to be superb.
Not as easy as a lot of commentators make out.
apad

[hydrus] 11/1/2019 09:32

Jane I suspect QUIZ has the wrong strategy. I had it down as a potential multibagger and I've been watching to see results and make a decision about whether to buy in but unless they change direction I'm not interested. It's off my list of interesting opportunities for now because no signs of them moving towards all online. SPE - very expensive Jane hence lack of upward movement?

[janeann] 11/1/2019 09:23

Just seen whats happened to quiz. sympathies to any holders.

spe down a little on a very decent trading update - don't really understand but am still very positive on the company

[hydrus] 11/1/2019 09:17

I agree - it's a good strong brand growing quite quickly online but the company strategy seems wrong. Odd.

[apad] 11/1/2019 09:10

Had a quick look at D4T4. Couldn't find an interview that might shed light on what they have that is special in a crowded market.
Impressive list of clients.
Hard work to dig any deeper - any pointers to an interview or presentation to PIs?

SOS and QTX back to very small numbers of trades.

apad

[apad] 11/1/2019 08:54

These are the key numbers

FEVR Growth 2016 2017 2018Int.
USA 36% 36% 15%

apad

[apad] 11/1/2019 08:51

Hydrus - maybe QUIZ should also not sell through other outlets, but simply through its own website?
apad

[apad] 11/1/2019 08:48

No other source of slots so a unique asset, red.
I wonder if BA didn't bid because of monopoly issues?
apad

[apad] 11/1/2019 08:46

I don't know whether that's a good or a bad sign for FEVR, Hydrus.
It's their tonic that doesn't use aspartamine, so maybe tastes OK.
Poor marketing I would have thought - unless Morrisons funded it - as it is not directed.

There are quite a few posh mixers in the US. However, they are hiring more (expensive) people from their June start.

It is potentially a stunning income share when growth levels (as it must've done in the UK) - divi was up 70% last year.

The rns and their FY in March are key points for me to decide whether to top-slice or not. I would like to see 'Fever-Tree conquering the US' headlines driving a surge at the same time that growth shares regain their cachet in yoodleland 😊

apad

[redartbmud] 11/1/2019 08:32

Could cause a gin grinking epidemic?

Sorry too flippant. I couldn't help it:-)

red

PS
Flybe
APAD you are right about the slots, but are they getting them on the cheap cheap?

red

[apad] 11/1/2019 08:13

Flymaybe sold for the value of its slots.

apad