Share Name Share Symbol Market Type Share ISIN Share Description
Venture Life LSE:VLG London Ordinary Share GB00BFPM8908 ORD 0.3P
  Price Change % Change Share Price Shares Traded Last Trade
  +2.00p +4.30% 48.50p 129,803 16:10:48
Bid Price Offer Price High Price Low Price Open Price
47.00p 50.00p 48.50p 46.50p 46.50p
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 16.05 0.06 -1.00 40.6

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Date Time Title Posts
12/11/201819:50ValueGrowth Investing22,258
08/8/201806:14Venture Life Group plc166
02/4/201509:58Venture Life Group - Intro video-

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Venture Life Daily Update: Venture Life is listed in the Health Care Equipment & Services sector of the London Stock Exchange with ticker VLG. The last closing price for Venture Life was 46.50p.
Venture Life has a 4 week average price of 44.50p and a 12 week average price of 44.50p.
The 1 year high share price is 53.50p while the 1 year low share price is currently 38.50p.
There are currently 83,712,106 shares in issue and the average daily traded volume is 20,515 shares. The market capitalisation of Venture Life is £40,600,371.41.
lauders: Took profits on ZYT back in 2015. Wondering about returning with a small starter holding. Fits my interest in yielding small caps. Any views, I've lost touch. Not sure you noted this opinion Apad: Good morning! A couple of things which caught my eye so far: Games Workshop (LON:GAW) - trading statement Zytronic (LON:ZYT) - trading update Tatton Asset Management (LON:TAM) - trading statement Peel Hotels (LON:PHO) - interim results Games Workshop (LON:GAW) Share price: £30.175 (-9%) No. of shares: 32 million Market cap: £977 million Trading Statement This is almost comedic in its brevity: Following on from the Group's update in September, trading to 7 October 2018 has continued well. Compared to the same period in the prior year, sales are ahead and profits are at a similar level to the prior year. However, the Board remains aware that there are some uncertainties in the trading periods ahead for the rest of the 2018/19 financial year. A further update will be given as appropriate. The share price has now fallen by 25% from its recent high, with a further 9% fall today. Isn't it remarkable that nearly £100 million pounds in value can be wiped away merely at the mention of "some uncertainties"? I suppose there's a little bit more to it than that. There is a slight cause for concern in that profit margins must have slipped, if sales are up and profits are flat. But there's also a discrepancy (in the company's favour) between official forecasts and this update. Official forecasts for the full-year ending in June 2019 are that sales will be a little lower and pre-tax profit will fall by c. 17% to £62 million, before the trend turns positive again in FY 2020. But according to this note, sales so far are up and profits are flat. So if this trend could be sustained for the rest of the year (not guaranteed by any means, since there are still 7-8 months left), then we would be on course for an earnings beat by the end of the year. Given that management have expressed some caution (over unnamed uncertainties), I'm inclined to think that we won't get an earnings beat in the end. As I've said many times, the product cycle with GAW can be a bit lumpy and we shouldn't necessarily view this on a 12-month cycle. Anyway, let's not read too much into this cryptic RNS. The company is doing ok, but the future is uncertain (as always). As you were! Zytronic (LON:ZYT) Share price: 385p (-9%) No. of shares: 16 million Market cap: £62 million Trading Update This makes touch screens used in casinos, ATMs, etc. When studying it before, I've come away with the view that it's a good, quality company with conservative management. By "conservative", I mean that only a small fraction of operational cash flow has been reinvested into capex and R&D. Instead, the company has chosen to pay out hefty dividends (>6% yield currently) and to build up a big cash pile on its balance sheet. Let's bring the story up to date: Full year revenues £22 million, in line with market expectations. PBT £4.2 million, which is behind expectations. I can see a forecast for £5.2 million, so this is 19% miss. The causes of the PBT miss are litigation (now settled) and lower margins arising from the increase in sales. The company affirms the strength of its cash pile (£14.6 million) and says it is working to improve margins with the new product designs and production techniques required. My view - the litigation looks like a genuinely one-off event, and is irrelevant to Zytronic's long-term value. The failure to maintain margins is more disappointing, but I would expect the company to successfully address it. It's important to understand that this company has been around for a long time, has a long-standing CEO, and is managed very carefully (as I mentioned earlier). So for me, looking at the big-picture context, I think the market is currently pricing this about right. It's unlikely to shoot the lights out, but it's also unlikely to be mismanaged into oblivion. Https://
lauders: A few companies mentioned here over the year are mentioned in this piece: Https:// One example - The best bets for the future are likely to be those companies with a good track record. Companies developing new technologies and new markets are more of a gamble, which could pay off, but which can be difficult to judge, particularly when they are being hyped up. These investments should be a small proportion of a portfolio. Some companies, such as the best performer over a decade accesso Technology, are still growing but the sharp rise in the share price appears to be behind it. Blue Prism has hardly tapped its potential market, so there is plenty of scope for further growth, but one slip and the share price could slump. The latter a bit like ZOO (?) which we all know about!
hydrus: That's poor from BOO.Not keen on rewards based on share price level - I don't think it's good news for shareholders. Could lead to an obsession with the share price, and behaviour that focuses on promotion rather than creating long term value.The CEO reward should be based on things such as revenue, profits and cash generation. You know, the actual business.....
homebrewruss: Mention of ABC here: hTTps:// It’s reporting season….and the accounting shenanigans are coming thick and fast! 'The share price of Abcam (AIM:ABC), a global leader in the supply of life science research tools and one of AIM’s largest companies, took a tumble after it issued results for the year ending June 2018. While results were broadly in-line with expectations, with the shares trading at a mighty valuation, it didn’t take much to spook investors and the huge cost of new IT systems is enough to spook anyone! Total capitalised expenditure to date in respect of their new Oracle Cloud ERP programme amounted to £33.6m. It’s worth bearing in mind that, despite a market capitalisation approaching £3bn, this is still a relatively small business in real terms with revenues only £233m and pre-tax profit £69m. In 2018/19 they plan to implement the finance and certain other modules of this Oracle system at an estimated cost of approximately £16m. Beyond 2018/19 they we will implement further new Oracle modules as well as investing further in those already implemented. Despite IT spend being a regular feature of this or any other growing business and a meaningful cash cost to shareholders ‘Adjusting items’ in the financial statements include £6.1m for ‘System and process improvement costs.’ We can’t see how this is justified. Anyway, US listed software giant Oracle (ORCL) must be delighted and with its business model having a knack of extracting huge sums of money out of its customers over a long period; you start to see the appeal of the relatively modestly rated Oracle shares! We don’t want to be too harsh on Abcam as we are big fans of this business and it was good to see the Non-Executive Directors take advantage of the share price weakness following the results, subsequently acquiring a material number of shares - we look forward to a similar commitment from the Executive Directors!'
dacian: This from Mr Scott: Mr Scott made a good point yest on Stockopedia when he discussed FDEV's results, I think it's worth reflecting on it for a bit, he said it before and there will always be trading stock in the market but it's getting increasingly volatile. DPH another example. "I see that the share price has almost halved from its peak in June. To be fair, lots of highly rated growth companies have had similar sell-offs this summer. There are a lot of punters following momentum-based strategies, and using stop-losses right now. This exacerbates volatility. It has probably also stretched valuations more than usual on the upside (since many buyers didn't care about valuation, as long as the price kept going up). The problem comes when all those people using the same momentum strategy decide to sell - they're all trying to sell at the same time, creating big moves downwards from the peak. I'm seeing a lot of this at the moment, with loads of shares. Selectively, it's creating some nice buying opportunities. We have to be so careful though, not to catch falling knives, where the share price fall is happening for a good reason (which may not always be apparent until later)"
dacian: I agree, the small caps especially the very small ones are the private investors' edge against the big boyz. Even if they do manage to buy in through a placing or similar, they can't sell out as quickly as we can. Mr Scott made a good point yest on Stockopedia when he discussed FDEV's results, I think it's worth reflecting on it for a bit, he said it before and there will always be trading stock in the market but it's getting increasingly volatile. DPH another example. "I see that the share price has almost halved from its peak in June. To be fair, lots of highly rated growth companies have had similar sell-offs this summer. There are a lot of punters following momentum-based strategies, and using stop-losses right now. This exacerbates volatility. It has probably also stretched valuations more than usual on the upside (since many buyers didn't care about valuation, as long as the price kept going up). The problem comes when all those people using the same momentum strategy decide to sell - they're all trying to sell at the same time, creating big moves downwards from the peak. I'm seeing a lot of this at the moment, with loads of shares. Selectively, it's creating some nice buying opportunities. We have to be so careful though, not to catch falling knives, where the share price fall is happening for a good reason (which may not always be apparent until later)".
redartbmud: I do not think that it is appropriate to think wholly in terms of a portfolio being restricted to income alone. A fixed income investment in a bond will yield a fixed return over the term, and your personal yield is based on the price paid over par. This investment will fluctuate, based on prevailing interest rates, and to a lesser extent, the health of the company. Regulated businesses, such as utilities, may provide a good return, but Government intervention may have a significant effect on the share price. In the wrong direction! All companies have an aim to grow the business and compete against their peers. The larger/largest businesses grow at a slower rate than small caps. By definition their opportunities are far more restricted by size, the exception being corporate actions of takeovers and mergers. They would expect to offer a steady and 'guaranteed' return of dividends with modest annual increases. Medium sized companies have the strength of the balance sheet to allow them more flexibility in both organic growth and corporate activity to increase market capitalisation and dividend returns. Small cap companies are more reliant on the growth model, with an expected lower dividend return, or matbe no policy to return dividends to shareholders. Their capital resources are more limited and are normally better employed in working capital and necessary capital expenditure that is required to grow the business and therefore the share price. Their size can make them more vulnerable to factors they are less able to control than their peers. Simplistic, sorry for that. red
janeann: red........ ' I appreciate that there is momentum based on transaction volume, but that is historic. How does that predict the future movement?' bamboo might answer this but as I see it; and I have been mulling the issue for some while as I started as a non believer and am now starting to see why it might work ... Vast numbers of buys and sells dictate the movement of share prices. that is replicated across different companies and over time. and the past data can then be analysed to determine if certain trends (in buys and sells and share price movements) e.g and head and shoulders ... that have occurred are good predictors of certain share price movements that have also occurred. One can then apply that logic to look for movements that appear to be correlated with certain prior patterns to current share price movements with a view to identifying what the next move might be. happy to be shot down but that's how I see it and tried to put it in laymans terms. Ps (it perhaps also explains why goldman sachs were offering enormous sums to O and C mathematics undergrads as holiday jobs)
tewkesbury: Powerhouse Energy (PHE) possible 2000 bagger: englishlongbow 25 May '18 - 10:49 - 6554 of 6556 Keith Allaun says PHE could be a FTSE 100 company based on their UK rollout plans i.e. at least 300p share price; and they are expecting 2.5x more rollout in the EU, and roll out in other geographies like Australia, Far East, Midddle East, etc. So in terms of the share price: 300p for the UK + 750p for the EU + more elsewhere, gives an eventual share price well over 1000p (£10) making it a 2000+ bagger from here. £1000 investment now could be worth £2 million in future. That is a mind boggling return on investment.
apad: cbootle We have a Comparison exercise (not a 'competition') on this board. If you want to let us have your top 5 holdings at the turn of the year we can add you to the list. You will need to post a brief precis of the shares as well. As below. apad Multibagger ARC Been in for several years ago now. Stickiness of blue chip customers (only 2 customer losses over 10 years apparently), strong cash generation rate, no debt, hold about £2.6m cash, and now dividend paying (progressive policy indicated). New products in trials at 5 Tier 1 banks and participant in Symphony and OpenMAMA forums which could widen the addressable market. Very conservative, low key management and accounting style - the typical boring but solid company with high barriers to entry. Management seem quietly confident. IDEA Big UK player in Governance, Risk and Compliance (GRC) software space with several high profile customers across health, banking, rail, air transportation etc. About 160 NHS Trusts and all the Scottish NHS Trusts use them. Also 8 out of top 10 accounting groups use them.Growing upwards of 20%+ year on year. Solid track record of integrating acquisitions, paying down manageable debt and dividend paying. IQE Strong IP portfolio, proven tech capability and strong backing from Welsh government, massive expansion of manufacturing capacity in train and oversubscribed £100m recent placing. Technology has high barriers to entry and long lead times for competitors to try and catch up. I expect it to be acquired for the tech/IP in due course.I missed the ARM story, but won't miss this one. High PE stock - for cutting edge tech PE is the wrong metric, though not sure which metric ever makes sense. LTG Very strong track record of Andrew Brode (in particular) and Jonathan Satchell who own about 30-40% of the company. Strong suite of customisable products, complementary strategic acquisitions and excellent geographic spread. High US income through Rustici acquisition (may benefit from Trump's tax reforms). Online/elearning market can only get bigger. Successful ongoing delivery of a massive UK civil service contract (in conjunction with KPMG) could be a reference customer for further Whitehall contracts given Brexit. Serviceable debt and dividend paying. Intention to develop into a 100 million business (having upped target from a 50 million business). CYAN Looks like at the threshold of a turnaround in fortunes with smart metering space (electricity, gas, water and now IoT) developing at a rapid pace across the world. About $100m purchase orders signed over the last year or so across a number of countries - Sweden,UK, Iran, Bangladesh, India. Works with local/in country partners who do the implementation and CYAN provides the technology/communication solutions and is partnering a number of meter manufacturers, as the tech is meter agnostic. Excellent suite of communication technologies which are able to address different economic market segments, local terrain and built up area issues and at differing points of the technology maturity cycle. Expects to get at least £25m from UK "not spot coverage" in UK smart meter rollout. Moving from a hardware to a recurrent software, multi year, per meter revenue model (not very different from ARM model broadly speaking). John Cronin, Chairman has a good track record of several successful exits/sell ons (about £650m according to company website). Directors including JC took one year salaries in equity...and have bought the dips/propped up the share price. redartbmud Arc Maiden dividend announced, which indicates that the business is maturing as a strong business generating good cash returns. Plenty of scope for it’s products in the market. Vanl Undemanding rating and an active shareholder who is the former holder. He will keep the management honest and certainly on their toes to outperform. Outside chance of a takeover. Ltg Expect more activity. The statement below says it all. When the AIM-listed firm entered the market in 2013 it sought to achieve run-rate revenues of £50m and EBITDA margins of 20% by the end of 2018, but Learning Technologies' 2017 interim results revealed that the company had hit targets twelve months ahead of schedule. However, as part of Tuesday's event, the e-learning group outlined a plan focused on doubling run-rate revenues to £100m with an EBITDA in excess of £25m by the end of 2020. Learning Technologies said it planned to achieve the new objectives through a combination of strong organic growth paired with strategic acquisitions that complemented its current business model. Rpc operating in a fragmented market, ripe for further consolidation. The tintins marked it down on the number of acquisitions in the year. I think that they are wrong, and expect more activity and further organic and acquisition based growth in 2018. Cost savings along the line. Rws – Unfortunately keeps issuing paper, but continuing to build a niche business in a growing market. The purchase of Moravia is transformational. Mattjos AAZ Low cost of production & AISC, valued at 25% of the CAPEX to date on the Gedabek plant & equipment. Sat on a huge, mainly unexplored, acreage although previous Russian data (as given in the IPO docs) gives a strong indication what is really present. New Director of Geology (Stephen Westhead ex. Polyus) is really starting to make his mark and has already found the previously unknown Ugur deposit right on their doorstep. The CEO has leant his own cash to the company on two occasions rather than dilute the precious equity - a rare event for an AIM miner. NED Prof. John Monhemius is one of the worlds leading authorities on pm processing techniques & has been instrumental in their SART plant and then how to process the complex ore using combination of Agitation then Flotation or, Flotation then Agitation. They have a surplus of both oxide and sulphide ore now stacked at Gedabek in case of any harsh winter weather this year. The underground exploration activities at Gedabek this winter and the fan drilling scheduled for early 2018 are likely to prove the catalysts for a big increase in JORC resources. Meanwhile, the healthy cashflow keeps reducing the debt (on plan). News over the next 3 months needs to be watched very closely. Against all this, the state mining entity AZERGOLD has a gold mine close by but lacks the technical skills to develop it effectively .. A bid for the entirety of AAZ is a possibility and at even 3x current price is dirt cheap STAR It has some persuasive tracking technology and I believe will reach a point in 2018 where recurring revenues cover their costs. The business model looks very appealing & so too the potential for rapid scale-up. STCM It is simply far too cheap and looks a perfect takeover target in the acquisitive global cement market. A unique dry-line operation in Kaz. SYM It is a long term serial underperformer but, now has a strong major investor (Somerston) with a seat on the board and they are turning this company from a lifestyle operation into a solid business. Looks likely to pay a maiden divi next year. Strong marketing/branding and big distribution pipeline in place to push new products. Strong Bed'n'Isa activity by Directors this year. WTI It is probably the riskiest one but, Orion seem strongly persuaded of the opportunity and the recent acquisition of Katumba from a reluctant but forced seller (Intrepid Mines) looks transformational. Highly leveraged to copper price so a mining play on EV adoption. Gsbmba99 Arcontech (ARC) for reasons Janeann mentioned. Shares are good value. They get paid in advance. Lots of cash on the balance sheet. Have already stated they have enough cash so, in absence of any M&A, could show interesting dividend growth. New product currently in trials. Mortgage Advice Bureau (MAB1) 2H17 gross mortgage lending has been up high single digits YoY and UKFinance/Council of Mortgage Lenders recently upgraded 2017 and 2018 forecasts (albeit modestly). New technology being introduced to reduce paperwork which should hopefully benefit adviser productivity. Opening up of product switch market (new mortgage with same lender) means market opportunity £90bn (or +30%) larger than 18 months ago. New direct to consumer advertising commences in 2018. Despite recent senior hires and advertising, no change to forecasts whereas most companies would have reduced as a result of "investing" for growth. Makes me think things are going a bit better than previously planned. Liontrust (LIO) They bought the sustainable investments business from Alliance Trust in April. They hired a new head of distribution about a year ago. They've hired a fixed income manager and strategist who, judging by the Kames funds on Trustnet that changed manager the day before LIO announced their arrival, used to co-manage Kames Strategic Global Bond ($638 AuM according to Trustnet), Kames Strategic Bond (£320m), Kames High Yield Bond (£908m) and Kames Sterling Corporate Bond (£604m). If 10% of his prior clients follow him, could lead to nice amount of net new money. Also, Reade Griffith (Polygon) owns 10%. Jarvis Securities (JIM) I am hoping for EPS growth attractively into double digits for duration of interest rate raising cycle. See my previous comments on thread. Premier Asset Management (PAM) It's a retail focused asset manager that distributes almost exclusively through IFAs. They have a bit of a niche in the "income" category and within that in multi-asset funds. From the admission document (pdf page 17): "The IA has identified multi-asset and income funds as long term beneficiaries of changes in the UK pensions and retirement market and AUM invested in the multi-asset market in the UK has grown by a CAGR of 20.2 per cent. over the past 10 years." For reference, 1.202^10-1=529%. Every quarter since fiscal Q313 has seen positive net new money. The distribution platform is powerful with >£500m of gross sales in each of last four quarters. Unfortunately, net sales over that period "only" £746m. The fact that a surprisingly large proportion of their customers are in pre-RDR funds means that revenue and costs are distorted. Net management fee (after payment of trail commission): £27.6m (FY15), £33.3m (FY16), £40.9m (FY17). Costs (excl. trail commission): £20m (FY15), £22.8m (FY16), £26.6m (FY17). Op margin (% net revenue excl trail commission): 27.5% (FY15), 31.5% (FY16), 35% (FY17). That's 750bps of additional margin created through net revenue rising faster than net costs. Because it's retail oriented, I can track progress through the fund fact sheets (which represent 94% of corporate AuM). AuM increased at 13/23 funds in Jun, 19/24 in Jul, 17/23 in Aug, 16/23 in Sep, 22/23 in Oct and 16/23 in Nov despite most of the funds paying dividends very regularly (sometimes monthly). AuM movement: -£8.4m (Jun), £120.1m (Jul), £75.6m (Aug), £68.5m (Sep), £181.3m (Oct) and £48.5m (Nov). The multi-asset series of funds were £2.884bn as at May and were £3.225bn as at Nov. Valuation not nearly as cheap as it was so return may be down to EPS growth. Janeann ACSO Global ticketing specialist providing technology to improve customer experience primarily in leisure attractions theme parks etc. Leader in its field. Started out to avoid queueing at theme parks and developed since. Large global customer base. Growing by both expansion and acquisition, and growth expected to continue. ARC Is a small niche player and provides solutions to managing real time market data - both software and consultancy. Number of very high profile clients with recurring revenue streams. Recently started paying dividends. LTG is a dividend paying company providing digital learning solutions and interactive media programmes to a broad range of clients including government. Aiming to grow by both broadening its range of products and clients across a broader geographic range as well as via acquisition. PRSM Software company specialising and leading the field in development of robotic process automation particularly of more routing back office tasks enabling the freeing up staff to do more productive tasks. Globally active in events and with a diverse range of high profile partners prsm is at the forefront of the developing technology. ZTF Specialist manufacturer of plastic foam for a very broad and diverse range of industries including sports, automotive & construction. Many specialist uses and complex production process. Recent deal with Nike. Expanded production base in China now coming onstream and plans to expand in UK also. Dividend payer. Attrader Burford Capital They provide finance for litigations which is a market in flux. Historically, they have been generating 25% IRR on their investments. Litigation business is uncorrelated with rest of economy which should reduce risk in portfolio. Ample room to compound capital as market is still growing. Credit: Hydrus IG Index UK Based spread betting operator with exceptional customer service. They were hit by potential new regulations however they are diversifying into traditional brokerage businesses (SIPP, ISAs). That should improve stickiness of revenues and reduce necessity to constantly recruit new clients. High returns on capital, good management. Like the CEO. Credit: APAD Amadeus Spanish market leader in processing travel transactions. More people traveling due to cheap flights, growing middle class and wealth generation in Asia. Sticky revenues with potential to grow at 6% in line with market growth. Credit: Terry Smith) AppleGreen Irish forecourt retailer acquiring petrol stations from oil majors exiting the business. They refurbish forecourts, rebrand them, add food & cloth retailing. Forecourt retailing is high margin business as customers would pay more for buying snacks in the middle of motorway. Management owns a decent stake. Credit: Wexboy) MSAB-B Swedish mobile forensics software provider competing in a niche market with only few other companies. Their competitive edge is number of devices supported by their software. Law enforcement agencies need a reliable platform to quickly extract data from suspect device and decipher messages. 50+% recurring revenues. Mobile forensics market is growing at a decent rate. Lauders HOC Gold and silver miner with South American operations. FTSE 250 and pays a dividend. Reducing debt and as precious metal prices increase so do their profits. If 2018 is financially rocky as some say it will be then HOC should do well. My largest holding by a mile. SDX "Roulette wheel" to some but my 2nd largest holding and I think they will do well in 2018. Egyptian and Moroccan operations of mainly gas. Current drilling has been on a roll & coming up roses. The share-price is under-performing and hopefully will be rerated in 2018. MSLH Been a good year for this company that offers natural stone and concrete hard landscaping products, supplying the construction, home improvement and landscape markets. They are also into street furniture that protects public from some of the terror events we have witnessed over recent years. I believe they will continue to do well and acquire select businesses to expand their offerings. Current offer: 437.30p ITV Think everyone knows about this broadcaster. Been weak lately but the recent Disney/Time Warner news among other things has shifted momentum a bit and a new CEO next year may all mean a better year for the company. Pays dividends and special dividends. Always a chance of a bid/merger with them too. Been mentioned countless times in the past and no doubt will continue. Current offer: 166p BVXP No need to really comment on them here. Everyone pretty much knows the deal and why they are a great BTFD opportunity if the chance ever comes. Current offer: 2550p APAD FEVR a new international brand, creative management, minimal costs, pays a divi, needs to succeed in the US) BOO stunning CEO combination, huge barriers to entry, disruptive, buy direct from the brand not through an on-line shop, big spend but not difficult, no negatives ABC products gain value the more they are used, becoming the gorilla on the block but high costs developing their systems - need to prove success in developing software and distribution centres) BVXP niche technology, hard to compete with, very low costs, losing an income stream, needs to succeed with Siemens collaboration TSTL novel, low cost technology in an important area, international expansion is important, will probably be sold on in a year or two if it continues to be successful thelongandtheshortandthetall Googl (class A): revenue and profit growing growing at approximately 25% per year. Basically no debt. Huge cash reserves - i expect a tax ease on the repatriation of foreign held currency plus the US tax cut will benefit profits. There are too many strings to googles bow to list here. Heres just a couple: Waymo is the most advanced in the driverless car market, youtube, 90% of mobiles run on android etc. Also there is the potential for spin offs. Facebook: basically no debt. Vertual monopoly - Throwing off cash. Regular acquisitions. Super targetted advertising that advertisers will pay a lot for. Slowing user growth but they are now in the monitisation stage. Will benefit from us tax cut and possible repatriation of foreign reserves. Idp: small cosmetics and life science business. Very low debt. Sp way under recent placing. Growing list of brands. All products manufactured by third paries - no need for expensive plant or property. Products are advertised via social media. They are very inventive with their product designs. Usually combining two or three products in one. Ie fake tan and cellulite reducing effects, skin whitening cream with spf50 Caution there is a snake oil feeling that is growing in me. SOM: small company manufacturing industrial concrete levelling machines. Basically no debt and growing cash reserves. World leader in this very niche part of the construction industry. I can see Somero being bought by one of the big boys one day. Should also benefit from us tax cut. Does require continued world commercial construction projects. Cake: slow but steady growing cafe/bakery. Clear plan for more store roll outs - funded internally. Basically no debt and growing cash reserves. No need for huge capital outlays. Valhamos DOTD Dotmailer product has a strong position with ecommerce platforms such as Magento. Growing international presence in US and Far East and recent acquisition enables move to omni-channel communication and customer engagement including live chat and social media. NEXS Recent IPO (July 2017), infrastructure services to housebuilding and commercial sectors, looks set to benefit from government commitment to build 300k houses p.a. Company has 2 division; Tamdown infrastructure and civil engineering services (customers 9 of top 10 largest UK housebuilders) and TriConnex designs, installs, connects utility networks (started in 2011 has shown profit CAGR of 70% since 2013) D4T4 Growth driver is Customer experience (CX) /Customer data platform software through the Celebrus offering along with necessity to meet GPRD requirements next year. Contracts delays impacted recent interims (and share price accordingly) but recent director purchases support company claims to be still on course to meet full year targets. CAKE Patisserie is almost metronomic in its growth and profit performance with increase in ROIC over the years. 199 outlets and targeting 20 new stores this current year each one expected to be profitable from day one with average payback under 2 years. SGP Recent launch of Superdry 5.0 Global Digital Brand strategy marks the next chapter in the company’s development with growth in ecommerce and continued roll-out and investment in US and China. Haywards26 *REDS – Software Solutions and Smart Building systems integrators, providing design, implementation of networks, managed services. Contract wins in 2017 with big name clients, which has confirmed the business traction being gained. *BHRD – a digital marketing group including marketing, technology and e-commerce businesses. Headed by experienced marketing Chairman (Peter Scott ). Profitable with strong growth potential. Business appears to be gaining traction cross selling between various group entities with new large name client wins of late. Buy and build strategy. *BLVN – board removed in 2017 and replaced by the largest shareholder (COC), who have removed the executive directors and turned the company into a holding entity, with two oil projects. Both pre commercialisation, but ETINDE (Cameroon) potentially a very significant discovery. Partnered with New Age/Lukoil further drilling to occur in 2018 to sure up the resource. I expect COC to at this point then to sell the remaining ETINDE asset and return cash to shareholders. Market cap underpinned by Cash on balance sheet. *SRC – a relatively new entity. Operates new and existing construction material assets in places where opportunity is greatest. Main asset is a quarry owned in Guernsey and has the market share supplying materials from the quarry. In addition there has been two recent concrete producers acquired in 2017. Experienced board. Buy and build strategy. Profitable and expect further significant growth . Market cap underpinned by Quarry asset. *RHL – is an engineering business offering design, manufacture, installation, maintenance and decommissioning services, specializing in the nuclear sector. They have had a tough few years due to an Energy to Waste construction contract nightmare. Following this the business has evolved its offering from the more complex and risky construction aspect to nuclear related manufacturing and decommissioning services. 3 of my 2018 entries have recently issued trading updates to the market. 2 good and 1 not so good Good REDS (Smart building technology and network infrastructure) - Trading in line with management expectations following a strong second half and good contract win traction. Share price up 12% on the news to £1.05. Current broker target £2.20. SRC (Quarry and construction materials) buy and build model aiming to be the next Breedon Group - Trading in line with management expectations with the acquisitions structurally and operationally embedded. 2018 is expected to be another transformational year. Very much under the PI radar currently. Share price reduced slightly to £0.403. Current broker target £1.05. Bad BHRD (Digital Marketing Services Group) reported the late deferral of several contracts hitting the bottom line in 2017, although these come into play in the current 2018 year. Management reshuffle, main man (Peter Scott - non exec chairman) has moved into Exec CEO role to run the Group and integrate the recent acquisitions in order to maximize cross selling and integration savings. I still have confidence that traction in performance will come, it is just disappointingly taking longer than initially expected. Current share price has reduced to £2.00. Current broker target of £5.00. Iomax99 Hold all five, final two are LTBH, and have held for quite some time. Part time investor/serial lurker. MGP - leader in its field IT system for radiologists), forecast CARG of 20% for next 3/4 years, with gross margins not far short of 50%. FUTR - Physical/digital specialist publishing, significantly transformed over last couple of years to focus on maximising overall online proposition. BUR - Market leader in litigation finance, strong track record, industry still at an early stage. HL. - Leading fintech in UK online platform space, ambitious plans for further expansion, yet barely scratching the surface of target UK savings market. CVSG - Leading veterinary consolidator, still only have c 14% of UK market (strong acquisition pipeline), strong cross selling of services/continuing to add new/complementary services/ expanding overseas, recent correction overdone. Piedro TSTL - makes hospital disinfectants based on chlorine dioxide. Rest of world sales now approaching 50% of total. Takeover red herring. SRT - involved in marine domain awareness technology. Produce their own equipment and sell complete systems. Very jam tomorrow company waiting for big contracts to arrive so may not make it into the 2019 pick OCN - 75% Brazilian maritime and 25% Investment portfolio. Originally 50:50 the Brazilian part showing all the growth having 2 container terminals and 70 odd tugboats CAM - Principal business is tea followed by nuts and avocados. Seems to have passed through a phase of diworsification getting involved in engineering and banking which are gradually being sold off. MGNS - construction company with a difference. Passed through a period of bad contracts but now more careful preferring many small contracts rather than going for the big one. wskill ISAT leader in maritime sat coms now doing same in airplanes ,equipment best in class fallen back due to investment required to launch additional sats 12 months from now it will have completed most of the expenditures and be receiving income from investment. IGG Also best provider of spread betting and now branching into stockbroking ,with Barclays fiasco will soon pick up steam excellent divi. FLX cyber protection with own software just won a new contract after spending a week in DD having its software hacked it won the contract against stiff competition. HUM gold miner just had its first gold pour full production 130k Oz per year. IDP cosmetics brand just building a portfolio of products. dacian XLM - at the core, they trawl the internet for gamblers and pass them on to casino operators who in turn reward xlm with a cut from the profits. XPD - they're trucking uk frock to eastern Europe and back. A buy and build in a fragmented sector. And they're not bloody truckers, they call themselves freight forwarders ( fancy words for truckers, really :-). FLTA - they're cleaning deep frying oil, in restaurants. Yikes, dirty work. And I can't believe that people do actually pay for that. NTQ - tiny engineer supplying drilling equipment to US shale. Enterprise value (market cap minus cash) circa £3 mil. PCIP - not quite sure what they're up to, something to do with protecting customers' details when making a payment over the phone. RP19 VLE - A conservatively ran company which buys struggling companies, turns them around and sells them on (think Melrose). Share price largely discounts realistic valuations for VLE's investments. Of the current portfolio, Impetus Automotive would seem to offer the most promise. RFX - Northern company with 4 key business segments - foreign currency exchange, pawnbroking loans, buying and selling precious metals and retailing second hand and new jewellery. 120 stores with targeted expansion plans and a small but growing online presence. ASH - Government policy has meant that there have been historic barriers to the company developing its considerable pipeline in the development of extra care and supported living provision. Recent joint venture with Morgan Sindall should unlock the delivery of this pipeline. ASH are also developing a presence in the modular building sector (houses, education facilities, site offices, health care etc) which I view as a growth area (Morgan Sindall also operate in this space). DRV - Company providing engineering and construction consultancy services (planning, project management, dispute resolution etc). Acquired badly and diversified too much. However, would now seem to be a better focussed and more streamlined business. There has been a lot of M&A activity in this sector over the past year or so. FFX - Payments service provider to retail and corporate clients. Excellent TrustPilot reviews. High operational gearing and recent move into SME banking sector. MasterCard also recently given full membership status to FFX. Relatively straight talking narrative from the CEO is also welcomed. che7win TXP: oiler with lots of potential - very undervalued compared to TrInidad peers, will drill 10 wells first half 2018, I view lowish risk. TRIN: another Trinidad oiler with ambitions to grow fast from 3000 bopd - cash flow positive. IDP: in beauty and cosmetics - Skinny Tan range established and new ROOTS hair growth range - selling well. More product launches expected in a busy H1 2018. Low PEG valuation. IMM: finishing Lupus drug trial around now - multibagger potential if successful in short term. FDA fast track designation. SGP: Supergroup - online growth as fast as BOO for a fraction of the price. DiscoDave4 AHT - Ashtead Group is a FTSE 100 plant hire company which operates in the UK as A Plant and in the USA as Sunbelt. It is the second largest plant hire company in the US and generates 86% of its income from North America. It currently has 7% of the US market and is targeting 15% by 2021. Growth will be via acquisitions and organic. Its total earnings have already grown five-fold in the last 5 years and IMO they are expert at timing the cyclical nature of the sector. It is a highly leveraged business so beware. The BOD are very knowledgeable and experienced. Just announced a £500m share buyback programme. Forecast PE 16 and PEG 0.9. BUR - Burford Capital is an AIM listed finance and investment management firm which is primarily focussed on litigation finance. This is (IMO) a unique business which operates in a niche area of expertise and as a result has significant barriers to entry. The CEO (Bogart) knows the business and the sector inside out. Generally analysts fail to be able to value the business and consistently under estimate earnings. Forecast Yr End PE 14.9 and PEG 0.2, 2018 analysts forecast reduced growth with a PE of 21 and PEG -0.8 (how far out will they be!). ENQ - Enquest is a FTSE Small Cap Oil and Gas development and production company. Their business model is simply to acquire assets that the majors do not want anymore and turn them into high yield assets. They have just commissioned a $2.9 billion FPSO for the Kraken oil field of which they have a 70% stake and which will double their total oil production in 2018.They have high net debt but they will be generating sufficient free cash flow to start to pay down their debt during next year. The CEO and family hold about 18% of the shares. Forecast PE 4, PEG 0.02 (?). GAW - Games Workshop is in the style of its previous CEO/Chairman, a FTSE Small Cap that continues to make the best fantasy miniatures in the world, distributes them and sells them at a very nice profit to adults that live only to play with toys!. Three quarters of its sales are overseas so its benefiting from a weak pound. A new product line will be rolling out in 2018 which will extend its successful 40k game across more gaming categories particularly in the US. Forecast PE 15 and PEG 0.2. TAP - Taptica is an AIM listed mobile advertising technology company which is now also expanding into video. Most of its turnover is in the US and continued strong growth is anticipated with margins constantly improving over time. It is rated below fair value IMO but this may also be as a consequence of being an Israeli company. Forecast PE 12, PEG 0.6. Cragside SQZ: Oil sector is a good place to be with rising fossil fuel prices, and this company has valuable oil/gas producing assets in the North Sea and £30m cash. The deal with BP should enhance production seven fold with little cash outlay. Too good to be true? We will find out in 2018 GMD : I am expecting this company to rise further from the ashes. With plenty of cash, and 2 large shareholders, the available shares are limited. A decent trading update should be made in the next couple of weeks due to new consoles, and games released. I like the recent appointment of James Shinehouse as director, and am expecting prolonged growth particularly from its Events, Esports & Digital businesses. KRS: This is definitely not a Value Growth share. More of a speculation on the ability of Dave Reeves to deliver shareholder returns from Australian gold, and Manganese in Togo. Boom or bust with this one but it may be flat in 2018 as it could take at least 2 or 3 years to come to fruition. WSG: A major project in the Middle East has recently catapulted the price of this services and security company which has been loss making for over 5 years. Am expecting more from this transformational deal. D4T4: Data solutions is the business, with increasing turnover and more importantly profits. Modest P/E ratio about half of its peers. Recently announced "Contract wins in key vertical sectors". Four different directors buying decent amounts in November 2017. fozzie SQZ - Ahem, please forgive me one oiler! I hold 7 at the moment and have very high expectations of the sector in 2018 as the rising oil price and cost savings made in the lean years propel earnings. £300m deal with BP will complete in the middle of next year and production is expected to rise 7 fold to 21000bopd. No debt. No debt! Latest IC says SQZ has 'the potential for rapid, near-term equity growth. Buy.' RFX - I have held for over a year but was given an unexpected opportunity to buy recently when following excellent results a seller appeared amid profit taking generally. Stunning results at the end of November almost achieving forecast FY in the first half. Foreign currency broking and trad pawnbroking are its business. Well diversified and cash generative, earnings are growing strongly, oh and they have net cash of £13.4m which is nice ;o) ESG - is a pioneering digital financial transactions technology company. A recent joint partnership with Mastercard has seen its brand Homesend incorporated into Mastercard itself with a target market of $22 trillion. Homesend is a scaleable low cost model. They have signed up 15 banks this year, 5 in the last 2 months. Cash raise recently 'The Board of eServGlobal believes that the proceeds will allow HomeSend to better focus on the far larger than expected growth opportunities in the cross-border banking market' i like that bit! AEO - is a live events specialist. The two founders left the board recently so a new team is in place, 'The board is very supportive of the new management team and believes that the Company is well positioned and has the resources and skills to build a much stronger business'. Results on Nov 10 were reassuring with a healthy balance sheet, at 30p £2.7M mcap but with £1.9M in cash. Divi cut back 'in anticipation of future development initiatives to build shareholder value' SPSY - Spectra Systems manufactures products for industries that include brand authentication, document and mail processing, drug discovery, textile services and digital optical media. I began buying several years ago at sub 20p and have recently bought a lot more in the 80p area. Share price is lower now than in October when company gave an 'ahead' statement. Should be a trading update in early Jan 18. There has been a seller from 108 down to current 80p area. Katie Potts Herald IT took a decent slug at 100p earlier in the year. If last divi payment was maintained we would have a yield of 10% here, wishful thinking perhaps. Dibbs TAP, great performer this year and still modestly valued. Suffering as it always has from a foreign AIM stock penalty but they haven’t put a foot wrong. With the Tremor acquisition due to boost earnings along with expansion into new geographical territories I can’t see any reason not to pick TAP again. Mobile advertising is forecast to grow rapidly for several years yet and if the market does apply a higher multiple then a share price far higher is quite possible. WJG, another 2017 pick, the developer and constructor of student accommodation also now moving into the build to rent market. Still on a modest PE and with excellent forward earnings visibility which gives investors comfort and for my mind should give decent scope for earnings upgrades. A bit boring again but if the market turns it will hopefully hold up pretty well. MGP, new to the market this year and little loved thus far. Funnily, detractors seem to forget that the shares are still 50% up from the float price. Since opening at a healthy premium the shares have traded side ways with a few large shareholders moving on and recently Old Mutual emerging with a large holding that they continue to add to, now above 18%. MGP are leaders in teleradiology with their Nighthawk service offering hospitals very rapid reads of scans that they can’t hope to match in house. Radiologists unsurprisingly seem to be preferring to work from home, picking their hours rather than work in a pretty grim NHS hospital. As more leave the NHS’s ability to offer a decent service themselves will reduce so it seems that in time MGP will pick up more and more trusts. The shares aren’t cheap but quality rarely is. FFX, A relatively new holding for me. FFX looks to be gathering momentum with a significant acquisition completed this summer. Transaction volumes are set to rise rapidly and at the same time FFX’s fees are set to increase. House broker forecasts suggest a period of very rapid growth is ahead. IDP, A volatile share price and high Muppet concentration on the BB don’t do this one many favours but this company’s share price could do very well if the management can execute competently. Skinny Tan has performed very well and looks set to continue to grow, especially if they can make inroads into the US market where they have made what looks a good appointment. Roots, their hair care products are looking promising with good sales building through Superdrug. Plenty of execution challenges/ risks but then again that applies to most companies. Big7ime AMER. oil explorer and producer in S America, 7kbopd no debt, plenty of cash to fund 21new wells this yr! Owner 100% operator. Excellent record of finding oil. New potential with 30% interest in a potentially huge discovery (initial results encouraging) tgt to treble production in short term with oil price play chucked in. DPH. Expanding Int'l veterinary pharmaceutical business. Incredibly strong cash conversion with good projects in pipeline. New mkts performing well and consistent increase in divi. GAW. Undervalued Imo on fundamentals and rate of growth. Revenues accelerating and given the high operational gearing of the business, any movement in sales is directly reflected in profits. Divi approx 5%, very low PEG GTC. Oil related, simplistically sells data to oil cos to help find oil. Before oil price crash was increasing profits nicely (£2.5m) but has been badly effected despite diversifying and strategic acquisitions (imo oversold) as mkt cap now just 9m. QXT. Hardware and software platforms for gaming and slot machine industry. Growth mkt, new mkts opps in Asia and S America. Great products always innovating and excellent record of cash generation and increasing profits. Excellent understated management.
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