Venture Life Share Price (VLG)

Share Name Share Symbol Market Type Share ISIN Share Description
Venture Life Group Plc LSE:VLG London Ordinary Share GB00BFPM8908 ORD 0.3P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.00% 50.50 19,620 08:00:00
Bid Price Offer Price High Price Low Price Open Price
49.00 52.00 50.50 50.50 50.50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 18.77 0.71 0.42 120.2 42.0
Last Trade Time Trade Type Trade Size Trade Price Currency
16:01:22 O 51,547 48.50 GBX
Related Shares
Smith & Nephew (SN.), Nmc Health (NMC), Physiomics (PYC), Salvarx (SALV)

Venture Life (VLG) Latest News

Venture Life News

Date Time Source Headline
11/7/201918:01ALNCDIRECTOR DEALINGS: Venture Life Non-Executive Buys GBP10,300 In Shares
11/7/201915:33UKREGVenture Life Group PLC Director/PDMR Shareholding
08/7/201917:02UKREGVenture Life Group PLC Holding(s) in Company
25/6/201908:44UKREGVenture Life Group PLC Director/PDMR Shareholding
03/6/201911:36UKREGVenture Life Group PLC Result of AGM
17/5/201916:35UKREGVenture Life Group PLC Price Monitoring Extension
01/5/201910:39ALNCVenture Life Hires Former Glaxo Executive To Lead Finance Department
01/5/201907:30ALNCFAlliance News Flash Headline
01/5/201907:01UKREGVenture Life Group PLC Appointment of Chief Financial Officer
18/4/201909:38ALNCVenture Life Revenue Multiplies In 2018 After Dentyl Brand Purchase
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Venture Life (VLG) Discussions and Chat

Venture Life Forums and Chat

Date Time Title Posts
16/7/201916:41ValueGrowth Investing26,414
17/5/201912:07Venture Life Group plc178
02/4/201510:58Venture Life Group - Intro video-

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Venture Life (VLG) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2019-07-16 16:15:0048.5051,54725,000.30O
2019-07-16 15:01:2449.003,0621,500.38O
2019-07-16 14:41:4349.003,0621,500.38O
2019-07-16 14:39:1949.882,0161,005.58O
2019-07-16 12:59:3549.0615073.59O
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Venture Life (VLG) Top Chat Posts

DateSubject
16/7/2019
09:20		Venture Life Daily Update: Venture Life Group Plc 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 50.50p.
Venture Life Group Plc has a 4 week average price of 37.50p and a 12 week average price of 37.50p.
The 1 year high share price is 55p while the 1 year low share price is currently 37.50p.
There are currently 83,712,106 shares in issue and the average daily traded volume is 123,873 shares. The market capitalisation of Venture Life Group Plc is £42,274,613.53.
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15/7/2019
09:24		abarclay: They completed the first buyback of US$10m and have embarked on a second US$10m one CEO been buying huge slugs of shares too Last placing 198p , now 73p, 18p cash, EPS of 8-9p XLM is still a growth stock despite the drop in revenues and profits in 2018. What investors need to understand is the reason for the drop in the share price from it's high of 204p on December 14th 2017. First off, the company made some poor acquisitions primarily around games on FB and also mobile app and software downloads. These two were then discontinued with just short of $10m exceptional costs. Secondly, XLM announced back in February a profits warning. It was cutting back on it's Media side of the business which would result in a decrease in revenues and profits. XLM has been over sold. The company has cash of $47m. It has a progressive dividend policy giving approx. 8% yield and paying back over 50% of profits. Currently it is on it's second share buyback program. Regular buying of the share by the CEO who owns 2.73% and buying from as high as 188p. The P/E is just 7, below the Industry average of 9.89. PEG is high at 5.07% but this reflects the drop in profits. Book value of XLM is 64p. The Return of Capital is 15.3% vs Industry of 5.55%. The Return of Equity is 14.0% vs Industry of 3.52%. Operating margins are in excess of 20%. Forecast net profits for 2019 are $27.3m, a third higher than 2018. What wasn't taken into account during the de-rating of the share price was that the Media side of the business has a lower profit margins that the rest of the company. While descaling the Media side, XLM was then focusing more on it's Publishing side which has far greater profit margins. In particular, XLM is now focusing on the USA and it's gambling side. The USA is currently going through a transition where the different states are starting to legalise sports betting. 17% of revenues come from US. Currently only 21% of Americans can place a bet online. XLM are not new to this though. Currently 36% of it's revenue comes from Scandinavia, where they have legalised gambling advertising online. There is still room for growth here too, as not all of XLM's customers have yet converted to online ads. There is also a Finance side to XLM, which is only about 6% of the company but they are growing this. So all in all, the company is in way better shape than when it IPO'd, cash rich, profit making, buybacks, high divi and plenty of skin by CEO. Worth watching this video from back in March. hxxps://www.piworld.co.uk/2019/03/28/xlmedia-xlm-2018-full-year-results-interview-with-ceo-ory-weihs/
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11/7/2019
07:50		hydrus: APAD as a holder what's your view in it? I sort of think it's a panic placing as although they don't need the cash right now in six months time if the share price was 5p they would have been screwed and a placing of this size might have been impossible. As the share price had been plummeting I wonder if they thought it's now or never?
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12/4/2019
15:05		redartbmud: Beddard on 16 Sept 2016. LTIP: Crudely, the incentive could award Goodwin directors options on 1% of the company's share capital in less than three years' time if the share price reaches £35 (today it is around £20). The options would cost them a minimal amount to exercise and each director's award would be worth around £2.5 million*. The cost to shareholders would be an 8% dilution in their holdings. A small price to pay, perhaps, considering the share price would have risen about 70%. Currently 7.2m shares in issue, so 1% = 720,000 shares. Any bets, the current share price is £31.60 up £1 today? red
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31/12/2018
17:35		redartbmud: janeann I would very much echo that sentiment. It is extremely difficult to call bottom for a stock. Bamboo's charts appear to give good guidance. Any news triggers a reaction, and in particular any update on trading and profitability. What is unpredictable is the decision of a large investor to change it's position. In one scenario, it is an institution for it's own book. The other is client portfolio management, where the house takes a policy step to buy or sell on behalf of discretionary clients. Another is a broker recommendation. All can trigger a relatively large move in the share price, and a continuing reaction where the stock continues it's direction of travel. Big moves, where there is no news can be disconcerting. I have made the same error as you, on Ltg and Rsw, and indeed Bree but, in the case of the latter, I knew that the construction/housing market was weak. I kick myself for jumping in too soon and watching further pullbacks. I then compound the error by selling too soon once the share bounces, congratulating myself for getting out with a small profit, only to see the share price continuing to strengthen after the disposal. Spx is a classic case. I should have tripled by trading profit on three trades in the last couple of months. It is very difficult to wait patiently for the second or third dip before buying, but in most cases that is a sensible strategy. Patience is something that I appear to find a difficult commodity, in these cases. If you do buy at a very good price, it is far easier to hold onto the share through short term volatility, believing that the bottom has been reached and that the quality of the company will see a return of strength in the share price. I know someone who has a very strict model for investment: Hold a limited number of shares - say 8. You cannot manage more than that. Set your targets eg. PE, ROCE etc etc. Buy if it hits the lower target and sell when it hits the upper target. When I say sell, not the whole holding, but a very high percentage. Do not be afraid to be significantly underweight, and hold fast till the targets are reached. I do believe that he revises targets periodically, based on macro/micro factors at that time. red Do not deviate from the plan.
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30/12/2018
15:53		apad: Cooltools (ARC G4M ZOO GHH SPX) Lauders (AMER ARS HCM SIA TXP) 0  0 0 apad (DIS IGG SOS XPD FEVR) dacian (BVXP CBOX GDWN TM17 RRE) janeann (ARC ACSO PRSM LTG ZTF) lomax99 (BUR FUTR HL. FFX ACSO) Valhamos(D4T4 XPP CHH SDI GHT) RP19 (CRU D4T4 DRV FFX VLE) redartbmud (AMS BREE LLOY LTG XPD) attrader (XPD GLE IGG BUR NPSNY) modform (AIEA, BILN, MACF, MYX, WATR) Cooltools ARC - long time holder, ex employee, own 2% approx, 50% of portfolio G4M - ltm, bought when 170p, now 540p, but price has been dithering for 18 months. Brother is a musician, he brought my attention to it in the early days and I loved the website, value and range - and particularly the feeling of support and being part of it (unlike most resellers, which are buy and forget). Expanding across Europe and US, waiting to see if it results in profits over this Christmas. 20% of portfolio. ZOO - I'm a geek/nerd, so interested in their cloud based multi-lingual dubbing, sub-titles etc. 10% of portfolio GHH - relates to my masters in microelectonics and opto-electronics, considering this a low risk stalwart. 10% of portfolio SPX - bit of a gamble, but like old-school engineering (steam!) with modern applications. 10% of portfolio. Lauders 0  0 0 AMER - Colombian oiler that has taken a share price hit this year but recent news has been excellent and there has been strong director buying. I believe that things will get better in 2019 providing the oil price holds of course. ARS - A junior (puppy) copper play. Again taken a major share price hit recently but if good news comes on drilling, partnering and the Cu price strengthens then the appetite could return quickly. HCM - News due before the end of the year so could strengthen significantly if positive. However, it is Chinese and if news is not so good on the trials and alliances it could take a major hit. If Trump continues his Chinese battles then again could be impacted. SIA - One of my dogs! Not a puppy but a badly behaving large one. I think the trainer will have sorted it out by new year and its behaviour will improve. Recent news about its Egyptian acquisition that will hopefully be completed in the first half of 2019 will producing some drilling and get the news flowing again. There may be other M&A activity involving the company in the year. TXP - Another oiler (oil had better perform well in 2019!) based in Trinidad and Tobago. News due before year end again but some important drilling will be undertaken in 2019 with the potential to significantly change the MKT Cap of the company. Should be exciting! apad DIS - Could turn out to be a decent rum brand, but might carry lumbering on. IGG - Oversold income stock. Worldwide bear market risk. SOS - Looks like its on a roll with very impressive managers/owners. XPD - Oversold on Brexit fears. Danger of it overdoing it on aero and marine. FEVR - US potential and a rising divi stream. UK probably saturated. dacian BVXP- troponin only a matter of time, one of the best and well run co's on aim. I'll stick with it till the story changes. CBOX- take away cake shops with steady roll-out over the next couple of years, family run and skin in the game. Never tasted one. GDWN- my favourite uk engineer. Unless we get a nasty recession the investment phase over the last few years should start to deliver and they pay a dividend. TM17- a games developer and publisher run by a ceo with funky, red hair. It's a bet on her ability to discover and sign successful indie games. RRE- A bit of a Serica story but younger and cheaper. It aspires to pay a dividend. lomax99 BUR Low PE, some way off it’s highs. clear market leader in litigation finance, a sector still in it’s infancy. FUTR Digital media innovator, recent transformative acquisition, strong recent/anticipated growth. HL. Clear D2C market leader, high margins, solid structural growth story, now widening focus to target the significant wealth/cash savings market. FFX An ISP, constantly expanding their range of services, delivered efficiently using their own online platform. Strong growth to-date/anticipated. ACSO Fall overdone, almost on a normal PE! Good growth prospects ahead, an innovator. Valhamos 0  0 0 D4T4 - My biggest holding and in the comparison again for next year. Continuing growth in the Celebrus customer data platform with strong relationships with Teradata, SAS and Pega. XPP - Full benefit of recent acquisitions still to come , no direct exposure to consumer electronics but share price has retraced over concerns about increasing exposure to semiconductor industry and tariffs on China, the second factory in Vietnam comes on stream in H1 2019. CHH - Been on my watchlist for a while and finally bought last week - has grown operating margins over the years with higher added value products for exports in the hospitality sector. SDI - Good mix of organic and acquisitions growth, niche technological businesses so possibly reduced recession risk. GHT - Hammered recently on profits warning because of contracts held over to 2019. Strong data integrity/control product so expect recovery next year. RP19 0  0 0 CRU - Plastics fabricator. A number of recent RNS's which show new orders and ahead of previous years. Despite this, the price has not shifted much and think it will catch up next year. Innovating with new products, increasing range of services and pays a dividend. Weakness - Has previously hit bumps in the road to hinder apparent progress and is capital intensive. D4T4 - Data solutions provider. Effective manipulation of data is integral to many businesses and I can only see it becoming more and more important. Management seem focussed and not on a racy rating. Weakness - Orders can be lumpy and some reliance on a few customers. However, overall I like their offering. DRV - Engineering and construction consultancy services (planning, project management, dispute resolution etc). Back on track after some poor years when it acquired badly. The sector is experiencing a lot of M&A activity and hopefully may become a target. Weakness - is a business that relies on its people and the nature of the work provides limited visibility. Selected it last year. FFX - Payments service provider to retail and corporate clients. Executed well to date and has a high level of operational gearing. Recent RNS about entry into the USA could be interesting. Hit by recent wider market downturn. Am backing it to bounce back. Selected it last year. VLE - Owners buy struggling companies, turns them around and sells them on. Share price largely discounts realistic valuations for VLE's investments. Sold its star performer Impetus Automotive for a considerable premium this year and is sat on a lot of cash. Weakness - They wont be rushed into their next purchase and this may limit potential share price appreciation in the short term. Selected it last year. reartbmud AMS - The share price is down almost 20% in the year, and although it has a relatively high PE and a poor dividend yield, there is room for recovery. There is £71m cash in the bank and margins improved. Now is the time for sales to grow in the USA. They have had to reorganize the business there and hopefully greater stability will create better returns. Maybe they will reconsider dividend policy. margins improved. BREE - Probably a punt based on the level of infrastructure spending in the UK in 2019, but the acquisition of Lagan in Ireland provides another arm to the business. Good positive cashflow is required to pay down the spike in debt, following the last purchase. They have a first -class management who were hewn out of rock, rather than being born. Directors have loaded up in the dip. A 20% recovery wouldn’t be out of reach. LLOY - Yes, take 2 on the entry. Domestically biased all will depend on the UK economy, but a year is a long time in markets, as 2018 has demonstrated. A 5.92% yield that is ‘guaranteed217; as much as any may prove attractive. If the dividend is slightly improved and profits grow and the ‘fraudulent217; PPI scheme finally winds up, there is scope for recovery in a year in which markets could be flat. LTG - A management that will never sit on their hands, so more deals will be done to add profits to the organic growth prospects of the existing business. People Fluent will have a full year under the LTG banner, was earnings enhancing from the outset, and cost savings should kick in to greater effect on the bottom line. Cross selling amongst existing businesses should provide organic growth. The company is a strong cash generator. XPD - Well oversold on Brexit fears, coupled with a falloff in UK consumer spending. The company has a strong footprint within its’ area of operation, with the possibility of further growth through bolt-on acquisitions. The UK market may well be receptive to products imported from markets serviced by the company. A very organized, committed and driven management. attrader XPD - Transport and logistics group acquiring smaller firms in easter Europe. ROI on acquired businesses is around 10% so it might not be a great investment in the long run. GLE - Low cost house builder aiming to double unit production by 2022. It pays decent dividend. Business performance is highly cyclical - needs constant supply of land along with housing demand and availability of mortgages. IGG - Spread betting business diversifying into SIPP and Index funds. Government is increasing regulation to protect novice punters. BUR - Litigation finance player investing ever increasing sums of cash for high returns. Low barriers to entry will invite larger players reducing ROI for future investments. NPSNY (Naspers ADR) - South African tech investor with large stake in Tencent along with other emerging market tech investments. Trading at significant discount to NAV. A crash in tech valuations can dent their performance in coming years. 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. Price now at a discount to 1 year ago despite substantial progress. 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. Dividend payer and hopefully will gain a few new large clients in 2019. 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 and Poland now coming onstream and plans to expand in UK also. Dividend payer. Leon Boros recently taken a stake. 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. modform AIEA - Manufactures and distribute commercial flooring and covering. The closure of loss-making residential carpets business means that it's now in a position to concentrate on its commercial flooring business which is growing fast. The forward yield could be as much as 11%, I have been adding on any dips. BILN - Is one of the leading UK structural steel specialist. It has recently won a contract worth £41m which is much larger than its mcap. Most of the revenue is to be reflected in 2019 financial year. It's very thinly traded with no broker forecast. The current yield of 4.4% and low per should underpin the share price MACF - Distributes a range of protective packaging, labels designs and prints, high quality self-adhesives, etc. The share price has been hammered during this market sell off due to lack of liquidity. As Internet shopping increases it should benefit from the increased use of packaging. A decent yield and low per makes it attractive in the current climate. MYX - It provides oil free water technology in the oil and gas industry. It has patented Mycelx polymer which uses molecular cohesion to remove oil from water. Before the market sell off the share price was around 240p and although it won a new contract from SABIC which upgraded the net profit by 25%, the share price has fallen to 180p. I have been buying for a while on any weakness, but it's incredibly illiquid with very large spread. WATR - Is a leading provider of precision leak detection solution for potable and non-potable water. It mainly operates in USA through franchisees. The share price has come down during the recent market sell off to a reasonable level. The company may do 13 to 14p eps in 2018 and at 230p share price doesn't look demanding for a company growing so fast. It has completed the first year of 5year growth plan. I have recently bought back a small holding with the aim of adding if share price drifts lower.
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27/12/2018
09:09		apad: Cooltools (ARC G4M ZOO GHH SPX) Lauders (AMER ARS HCM SIA TXP) 0  0 0 apad (DIS IGG SOS XPD FEVR) dacian (BVXP CBOX GDWN TM17 RRE) janeann (ARC ACSO PRSM LTG ZTF) lomax99 (BUR FUTR HL. FFX ACSO) Valhamos(D4T4 XPP CHH SDI GHT) RP19 (CRU D4T4 DRV FFX VLE) redartbmud (AMS BREE LLOY LTG XPD) attrader (XPD GLE IGG BUR NPSNY) Cooltools ARC - long time holder, ex employee, own 2% approx, 50% of portfolio G4M - ltm, bought when 170p, now 540p, but price has been dithering for 18 months. Brother is a musician, he brought my attention to it in the early days and I loved the website, value and range - and particularly the feeling of support and being part of it (unlike most resellers, which are buy and forget). Expanding across Europe and US, waiting to see if it results in profits over this Christmas. 20% of portfolio. ZOO - I'm a geek/nerd, so interested in their cloud based multi-lingual dubbing, sub-titles etc. 10% of portfolio GHH - relates to my masters in microelectonics and opto-electronics, considering this a low risk stalwart. 10% of portfolio SPX - bit of a gamble, but like old-school engineering (steam!) with modern applications. 10% of portfolio. Lauders 0  0 0 AMER - Colombian oiler that has taken a share price hit this year but recent news has been excellent and there has been strong director buying. I believe that things will get better in 2019 providing the oil price holds of course. ARS - A junior (puppy) copper play. Again taken a major share price hit recently but if good news comes on drilling, partnering and the Cu price strengthens then the appetite could return quickly. HCM - News due before the end of the year so could strengthen significantly if positive. However, it is Chinese and if news is not so good on the trials and alliances it could take a major hit. If Trump continues his Chinese battles then again could be impacted. SIA - One of my dogs! Not a puppy but a badly behaving large one. I think the trainer will have sorted it out by new year and its behaviour will improve. Recent news about its Egyptian acquisition that will hopefully be completed in the first half of 2019 will producing some drilling and get the news flowing again. There may be other M&A activity involving the company in the year. TXP - Another oiler (oil had better perform well in 2019!) based in Trinidad and Tobago. News due before year end again but some important drilling will be undertaken in 2019 with the potential to significantly change the MKT Cap of the company. Should be exciting! apad DIS - Could turn out to be a decent rum brand, but might carry lumbering on. IGG - Oversold income stock. Worldwide bear market risk. SOS - Looks like its on a roll with very impressive managers/owners. XPD - Oversold on Brexit fears. Danger of it overdoing it on aero and marine. FEVR - US potential and a rising divi stream. UK probably saturated. dacian BVXP- troponin only a matter of time, one of the best and well run co's on aim. I'll stick with it till the story changes. CBOX- take away cake shops with steady roll-out over the next couple of years, family run and skin in the game. Never tasted one. GDWN- my favourite uk engineer. Unless we get a nasty recession the investment phase over the last few years should start to deliver and they pay a dividend. TM17- a games developer and publisher run by a ceo with funky, red hair. It's a bet on her ability to discover and sign successful indie games. RRE- A bit of a Serica story but younger and cheaper. It aspires to pay a dividend. lomax99 BUR Low PE, some way off it’s highs. clear market leader in litigation finance, a sector still in it’s infancy. FUTR Digital media innovator, recent transformative acquisition, strong recent/anticipated growth. HL. Clear D2C market leader, high margins, solid structural growth story, now widening focus to target the significant wealth/cash savings market. FFX An ISP, constantly expanding their range of services, delivered efficiently using their own online platform. Strong growth to-date/anticipated. ACSO Fall overdone, almost on a normal PE! Good growth prospects ahead, an innovator. Valhamos 0  0 0 D4T4 - My biggest holding and in the comparison again for next year. Continuing growth in the Celebrus customer data platform with strong relationships with Teradata, SAS and Pega. XPP - Full benefit of recent acquisitions still to come , no direct exposure to consumer electronics but share price has retraced over concerns about increasing exposure to semiconductor industry and tariffs on China, the second factory in Vietnam comes on stream in H1 2019. CHH - Been on my watchlist for a while and finally bought last week - has grown operating margins over the years with higher added value products for exports in the hospitality sector. SDI - Good mix of organic and acquisitions growth, niche technological businesses so possibly reduced recession risk. GHT - Hammered recently on profits warning because of contracts held over to 2019. Strong data integrity/control product so expect recovery next year. RP19 0  0 0 CRU - Plastics fabricator. A number of recent RNS's which show new orders and ahead of previous years. Despite this, the price has not shifted much and think it will catch up next year. Innovating with new products, increasing range of services and pays a dividend. Weakness - Has previously hit bumps in the road to hinder apparent progress and is capital intensive. D4T4 - Data solutions provider. Effective manipulation of data is integral to many businesses and I can only see it becoming more and more important. Management seem focussed and not on a racy rating. Weakness - Orders can be lumpy and some reliance on a few customers. However, overall I like their offering. DRV - Engineering and construction consultancy services (planning, project management, dispute resolution etc). Back on track after some poor years when it acquired badly. The sector is experiencing a lot of M&A activity and hopefully may become a target. Weakness - is a business that relies on its people and the nature of the work provides limited visibility. Selected it last year. FFX - Payments service provider to retail and corporate clients. Executed well to date and has a high level of operational gearing. Recent RNS about entry into the USA could be interesting. Hit by recent wider market downturn. Am backing it to bounce back. Selected it last year. VLE - Owners buy struggling companies, turns them around and sells them on. Share price largely discounts realistic valuations for VLE's investments. Sold its star performer Impetus Automotive for a considerable premium this year and is sat on a lot of cash. Weakness - They wont be rushed into their next purchase and this may limit potential share price appreciation in the short term. Selected it last year. reartbmud AMS - The share price is down almost 20% in the year, and although it has a relatively high PE and a poor dividend yield, there is room for recovery. There is £71m cash in the bank and margins improved. Now is the time for sales to grow in the USA. They have had to reorganize the business there and hopefully greater stability will create better returns. Maybe they will reconsider dividend policy. margins improved. BREE - Probably a punt based on the level of infrastructure spending in the UK in 2019, but the acquisition of Lagan in Ireland provides another arm to the business. Good positive cashflow is required to pay down the spike in debt, following the last purchase. They have a first -class management who were hewn out of rock, rather than being born. Directors have loaded up in the dip. A 20% recovery wouldn’t be out of reach. LLOY - Yes, take 2 on the entry. Domestically biased all will depend on the UK economy, but a year is a long time in markets, as 2018 has demonstrated. A 5.92% yield that is ‘guaranteed217; as much as any may prove attractive. If the dividend is slightly improved and profits grow and the ‘fraudulent217; PPI scheme finally winds up, there is scope for recovery in a year in which markets could be flat. LTG - A management that will never sit on their hands, so more deals will be done to add profits to the organic growth prospects of the existing business. People Fluent will have a full year under the LTG banner, was earnings enhancing from the outset, and cost savings should kick in to greater effect on the bottom line. Cross selling amongst existing businesses should provide organic growth. The company is a strong cash generator. XPD - Well oversold on Brexit fears, coupled with a falloff in UK consumer spending. The company has a strong footprint within its’ area of operation, with the possibility of further growth through bolt-on acquisitions. The UK market may well be receptive to products imported from markets serviced by the company. A very organized, committed and driven management. attrader XPD - Transport and logistics group acquiring smaller firms in easter Europe. ROI on acquired businesses is around 10% so it might not be a great investment in the long run. GLE - Low cost house builder aiming to double unit production by 2022. It pays decent dividend. Business performance is highly cyclical - needs constant supply of land along with housing demand and availability of mortgages. IGG - Spread betting business diversifying into SIPP and Index funds. Government is increasing regulation to protect novice punters. BUR - Litigation finance player investing ever increasing sums of cash for high returns. Low barriers to entry will invite larger players reducing ROI for future investments. NPSNY (Naspers ADR) - South African tech investor with large stake in Tencent along with other emerging market tech investments. Trading at significant discount to NAV. A crash in tech valuations can dent their performance in coming years. 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. Price now at a discount to 1 year ago despite substantial progress. 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. Dividend payer and hopefully will gain a few new large clients in 2019. 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 and Poland now coming onstream and plans to expand in UK also. Dividend payer. Leon Boros recently taken a stake. 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.
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26/12/2018
12:38		apad: Cooltools (ARC G4M ZOO GHH SPX) Lauders (AMER ARS HCM SIA TXP) apad (DIS IGG SOS XPD FEVR) dacian (BVXP CBOX GDWN TM17 RRE) janeann (ARC ACSO PRSM SPE ZTF) lomax99 (BUR FUTR HL. FFX ACSO) Valhamos(D4T4 XPP CHH SDI GHT) RP19 (CRU D4T4 DRV FFX VLE) redartbmud (AMS BREE LLOY LTG XPD) attrader (XPD GLE IGG BUR NPSNY) Cooltools ARC - long time holder, ex employee, own 2% approx, 50% of portfolio G4M - ltm, bought when 170p, now 540p, but price has been dithering for 18 months. Brother is a musician, he brought my attention to it in the early days and I loved the website, value and range - and particularly the feeling of support and being part of it (unlike most resellers, which are buy and forget). Expanding across Europe and US, waiting to see if it results in profits over this Christmas. 20% of portfolio. ZOO - I'm a geek/nerd, so interested in their cloud based multi-lingual dubbing, sub-titles etc. 10% of portfolio GHH - relates to my masters in microelectonics and opto-electronics, considering this a low risk stalwart. 10% of portfolio SPX - bit of a gamble, but like old-school engineering (steam!) with modern applications. 10% of portfolio. Lauders AMER - Colombian oiler that has taken a share price hit this year but recent news has been excellent and there has been strong director buying. I believe that things will get better in 2019 providing the oil price holds of course. ARS - A junior (puppy) copper play. Again taken a major share price hit recently but if good news comes on drilling, partnering and the Cu price strengthens then the appetite could return quickly. HCM - News due before the end of the year so could strengthen significantly if positive. However, it is Chinese and if news is not so good on the trials and alliances it could take a major hit. If Trump continues his Chinese battles then again could be impacted. SIA - One of my dogs! Not a puppy but a badly behaving large one. I think the trainer will have sorted it out by new year and its behaviour will improve. Recent news about its Egyptian acquisition that will hopefully be completed in the first half of 2019 will producing some drilling and get the news flowing again. There may be other M&A activity involving the company in the year. TXP - Another oiler (oil had better perform well in 2019!) based in Trinidad and Tobago. News due before year end again but some important drilling will be undertaken in 2019 with the potential to significantly change the MKT Cap of the company. Should be exciting! apad DIS - Could turn out to be a decent rum brand, but might carry lumbering on. IGG - Oversold income stock. Worldwide bear market risk. SOS - Looks like its on a roll with very impressive managers/owners. XPD - Oversold on Brexit fears. Danger of it overdoing it on aero and marine. FEVR - US potential and a rising divi stream. UK probably saturated. dacian BVXP- troponin only a matter of time, one of the best and well run co's on aim. I'll stick with it till the story changes. CBOX- take away cake shops with steady roll-out over the next couple of years, family run and skin in the game. Never tasted one. GDWN- my favourite uk engineer. Unless we get a nasty recession the investment phase over the last few years should start to deliver and they pay a dividend. TM17- a games developer and publisher run by a ceo with funky, red hair. It's a bet on her ability to discover and sign successful indie games. RRE- A bit of a Serica story but younger and cheaper. It aspires to pay a dividend. lomax99 BUR Low PE, some way off it’s highs. clear market leader in litigation finance, a sector still in it’s infancy. FUTR Digital media innovator, recent transformative acquisition, strong recent/anticipated growth. HL. Clear D2C market leader, high margins, solid structural growth story, now widening focus to target the significant wealth/cash savings market. FFX An ISP, constantly expanding their range of services, delivered efficiently using their own online platform. Strong growth to-date/anticipated. ACSO Fall overdone, almost on a normal PE! Good growth prospects ahead, an innovator. Valhamos D4T4 - My biggest holding and in the comparison again for next year. Continuing growth in the Celebrus customer data platform with strong relationships with Teradata, SAS and Pega. XPP - Full benefit of recent acquisitions still to come , no direct exposure to consumer electronics but share price has retraced over concerns about increasing exposure to semiconductor industry and tariffs on China, the second factory in Vietnam comes on stream in H1 2019. CHH - Been on my watchlist for a while and finally bought last week - has grown operating margins over the years with higher added value products for exports in the hospitality sector. SDI - Good mix of organic and acquisitions growth, niche technological businesses so possibly reduced recession risk. GHT - Hammered recently on profits warning because of contracts held over to 2019. Strong data integrity/control product so expect recovery next year. RP19 CRU - Plastics fabricator. A number of recent RNS's which show new orders and ahead of previous years. Despite this, the price has not shifted much and think it will catch up next year. Innovating with new products, increasing range of services and pays a dividend. Weakness - Has previously hit bumps in the road to hinder apparent progress and is capital intensive. D4T4 - Data solutions provider. Effective manipulation of data is integral to many businesses and I can only see it becoming more and more important. Management seem focussed and not on a racy rating. Weakness - Orders can be lumpy and some reliance on a few customers. However, overall I like their offering. DRV - Engineering and construction consultancy services (planning, project management, dispute resolution etc). Back on track after some poor years when it acquired badly. The sector is experiencing a lot of M&A activity and hopefully may become a target. Weakness - is a business that relies on its people and the nature of the work provides limited visibility. Selected it last year. FFX - Payments service provider to retail and corporate clients. Executed well to date and has a high level of operational gearing. Recent RNS about entry into the USA could be interesting. Hit by recent wider market downturn. Am backing it to bounce back. Selected it last year. VLE - Owners buy struggling companies, turns them around and sells them on. Share price largely discounts realistic valuations for VLE's investments. Sold its star performer Impetus Automotive for a considerable premium this year and is sat on a lot of cash. Weakness - They wont be rushed into their next purchase and this may limit potential share price appreciation in the short term. Selected it last year. reartbmud AMS - The share price is down almost 20% in the year, and although it has a relatively high PE and a poor dividend yield, there is room for recovery. There is £71m cash in the bank and margins improved. Now is the time for sales to grow in the USA. They have had to reorganize the business there and hopefully greater stability will create better returns. Maybe they will reconsider dividend policy. margins improved. BREE - Probably a punt based on the level of infrastructure spending in the UK in 2019, but the acquisition of Lagan in Ireland provides another arm to the business. Good positive cashflow is required to pay down the spike in debt, following the last purchase. They have a first -class management who were hewn out of rock, rather than being born. Directors have loaded up in the dip. A 20% recovery wouldn’t be out of reach. LLOY - Yes, take 2 on the entry. Domestically biased all will depend on the UK economy, but a year is a long time in markets, as 2018 has demonstrated. A 5.92% yield that is ‘guaranteed217; as much as any may prove attractive. If the dividend is slightly improved and profits grow and the ‘fraudulent217; PPI scheme finally winds up, there is scope for recovery in a year in which markets could be flat. LTG - A management that will never sit on their hands, so more deals will be done to add profits to the organic growth prospects of the existing business. People Fluent will have a full year under the LTG banner, was earnings enhancing from the outset, and cost savings should kick in to greater effect on the bottom line. Cross selling amongst existing businesses should provide organic growth. The company is a strong cash generator. XPD - Well oversold on Brexit fears, coupled with a falloff in UK consumer spending. The company has a strong footprint within its’ area of operation, with the possibility of further growth through bolt-on acquisitions. The UK market may well be receptive to products imported from markets serviced by the company. A very organized, committed and driven management. attrader XPD - Transport and logistics group acquiring smaller firms in easter Europe. ROI on acquired businesses is around 10% so it might not be a great investment in the long run. GLE - Low cost house builder aiming to double unit production by 2022. It pays decent dividend. Business performance is highly cyclical - needs constant supply of land along with housing demand and availability of mortgages. IGG - Spread betting business diversifying into SIPP and Index funds. Government is increasing regulation to protect novice punters. BUR - Litigation finance player investing ever increasing sums of cash for high returns. Low barriers to entry will invite larger players reducing ROI for future investments. NPSNY (Naspers ADR) - South African tech investor with large stake in Tencent along with other emerging market tech investments. Trading at significant discount to NAV. A crash in tech valuations can dent their performance in coming years.
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23/12/2018
10:17		apad: Cooltools (ARC G4M ZOO GHH SPX) Lauders (AMER ARS HCM SIA TXP) apad (DIS IGG SOS XPD FEVR) dacian (BVXP CBOX GDWN TM17 RRE) janeann (ARC ACSO PRSM SPE ZTF) lomax99 (BUR FUTR HL. FFX ACSO) Valhamos(D4T4 XPP CHH SDI GHT) RP19 (CRU D4T4 DRV FFX VLE) redartbmud (AMS BREE LLOY LTG XPD) Cooltools ARC - long time holder, ex employee, own 2% approx, 50% of portfolio G4M - ltm, bought when 170p, now 540p, but price has been dithering for 18 months. Brother is a musician, he brought my attention to it in the early days and I loved the website, value and range - and particularly the feeling of support and being part of it (unlike most resellers, which are buy and forget). Expanding across Europe and US, waiting to see if it results in profits over this Christmas. 20% of portfolio. ZOO - I'm a geek/nerd, so interested in their cloud based multi-lingual dubbing, sub-titles etc. 10% of portfolio GHH - relates to my masters in microelectonics and opto-electronics, considering this a low risk stalwart. 10% of portfolio SPX - bit of a gamble, but like old-school engineering (steam!) with modern applications. 10% of portfolio. Lauders AMER - Colombian oiler that has taken a share price hit this year but recent news has been excellent and there has been strong director buying. I believe that things will get better in 2019 providing the oil price holds of course. ARS - A junior (puppy) copper play. Again taken a major share price hit recently but if good news comes on drilling, partnering and the Cu price strengthens then the appetite could return quickly. HCM - News due before the end of the year so could strengthen significantly if positive. However, it is Chinese and if news is not so good on the trials and alliances it could take a major hit. If Trump continues his Chinese battles then again could be impacted. SIA - One of my dogs! Not a puppy but a badly behaving large one. I think the trainer will have sorted it out by new year and its behaviour will improve. Recent news about its Egyptian acquisition that will hopefully be completed in the first half of 2019 will producing some drilling and get the news flowing again. There may be other M&A activity involving the company in the year. TXP - Another oiler (oil had better perform well in 2019!) based in Trinidad and Tobago. News due before year end again but some important drilling will be undertaken in 2019 with the potential to significantly change the MKT Cap of the company. Should be exciting! apad DIS - Could turn out to be a decent rum brand, but might carry lumbering on. IGG - Oversold income stock. Worldwide bear market risk. SOS - Looks like its on a roll with very impressive managers/owners. XPD - Oversold on Brexit fears. Danger of it overdoing it on aero and marine. FEVR - US potential and a rising divi stream. UK probably saturated. dacian BVXP- troponin only a matter of time, one of the best and well run co's on aim. I'll stick with it till the story changes. CBOX- take away cake shops with steady roll-out over the next couple of years, family run and skin in the game. Never tasted one. GDWN- my favourite uk engineer. Unless we get a nasty recession the investment phase over the last few years should start to deliver and they pay a dividend. TM17- a games developer and publisher run by a ceo with funky, red hair. It's a bet on her ability to discover and sign successful indie games. RRE- A bit of a Serica story but younger and cheaper. It aspires to pay a dividend. lomax99 BUR Low PE, some way off it’s highs. clear market leader in litigation finance, a sector still in it’s infancy. FUTR Digital media innovator, recent transformative acquisition, strong recent/anticipated growth. HL. Clear D2C market leader, high margins, solid structural growth story, now widening focus to target the significant wealth/cash savings market. FFX An ISP, constantly expanding their range of services, delivered efficiently using their own online platform. Strong growth to-date/anticipated. ACSO Fall overdone, almost on a normal PE! Good growth prospects ahead, an innovator. Valhamos D4T4 - My biggest holding and in the comparison again for next year. Continuing growth in the Celebrus customer data platform with strong relationships with Teradata, SAS and Pega. XPP - Full benefit of recent acquisitions still to come , no direct exposure to consumer electronics but share price has retraced over concerns about increasing exposure to semiconductor industry and tariffs on China, the second factory in Vietnam comes on stream in H1 2019. CHH - Been on my watchlist for a while and finally bought last week - has grown operating margins over the years with higher added value products for exports in the hospitality sector. SDI - Good mix of organic and acquisitions growth, niche technological businesses so possibly reduced recession risk. GHT - Hammered recently on profits warning because of contracts held over to 2019. Strong data integrity/control product so expect recovery next year. RP19 CRU - Plastics fabricator. A number of recent RNS's which show new orders and ahead of previous years. Despite this, the price has not shifted much and think it will catch up next year. Innovating with new products, increasing range of services and pays a dividend. Weakness - Has previously hit bumps in the road to hinder apparent progress and is capital intensive. D4T4 - Data solutions provider. Effective manipulation of data is integral to many businesses and I can only see it becoming more and more important. Management seem focussed and not on a racy rating. Weakness - Orders can be lumpy and some reliance on a few customers. However, overall I like their offering. DRV - Engineering and construction consultancy services (planning, project management, dispute resolution etc). Back on track after some poor years when it acquired badly. The sector is experiencing a lot of M&A activity and hopefully may become a target. Weakness - is a business that relies on its people and the nature of the work provides limited visibility. Selected it last year. FFX - Payments service provider to retail and corporate clients. Executed well to date and has a high level of operational gearing. Recent RNS about entry into the USA could be interesting. Hit by recent wider market downturn. Am backing it to bounce back. Selected it last year. VLE - Owners buy struggling companies, turns them around and sells them on. Share price largely discounts realistic valuations for VLE's investments. Sold its star performer Impetus Automotive for a considerable premium this year and is sat on a lot of cash. Weakness - They wont be rushed into their next purchase and this may limit potential share price appreciation in the short term. Selected it last year. reartbmud AMS - The share price is down almost 20% in the year, and although it has a relatively high PE and a poor dividend yield, there is room for recovery. There is £71m cash in the bank and margins improved. Now is the time for sales to grow in the USA. They have had to reorganize the business there and hopefully greater stability will create better returns. Maybe they will reconsider dividend policy. margins improved. BREE - Probably a punt based on the level of infrastructure spending in the UK in 2019, but the acquisition of Lagan in Ireland provides another arm to the business. Good positive cashflow is required to pay down the spike in debt, following the last purchase. They have a first -class management who were hewn out of rock, rather than being born. Directors have loaded up in the dip. A 20% recovery wouldn’t be out of reach. LLOY - Yes, take 2 on the entry. Domestically biased all will depend on the UK economy, but a year is a long time in markets, as 2018 has demonstrated. A 5.92% yield that is ‘guaranteed217; as much as any may prove attractive. If the dividend is slightly improved and profits grow and the ‘fraudulent217; PPI scheme finally winds up, there is scope for recovery in a year in which markets could be flat. LTG - A management that will never sit on their hands, so more deals will be done to add profits to the organic growth prospects of the existing business. People Fluent will have a full year under the LTG banner, was earnings enhancing from the outset, and cost savings should kick in to greater effect on the bottom line. Cross selling amongst existing businesses should provide organic growth. The company is a strong cash generator. XPD - Well oversold on Brexit fears, coupled with a falloff in UK consumer spending. The company has a strong footprint within its’ area of operation, with the possibility of further growth through bolt-on acquisitions. The UK market may well be receptive to products imported from markets serviced by the company. A very organized, committed and driven management.
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23/12/2018
09:00		apad: Cooltools (ARC G4M ZOO GHH SPX) Lauders (AMER ARS HCM SIA TXP) apad (DIS IGG SOS XPD FEVR) dacian (BVXP CBOX GDWN TM17 RRE) janeann (ARC ACSO PRSM SPE ZTF) lomax99 (BUR FUTR HL. FFX ACSO) Valhamos(D4T4 XPP CHH SDI GHT) Cooltools ARC - long time holder, ex employee, own 2% approx, 50% of portfolio G4M - ltm, bought when 170p, now 540p, but price has been dithering for 18 months. Brother is a musician, he brought my attention to it in the early days and I loved the website, value and range - and particularly the feeling of support and being part of it (unlike most resellers, which are buy and forget). Expanding across Europe and US, waiting to see if it results in profits over this Christmas. 20% of portfolio. ZOO - I'm a geek/nerd, so interested in their cloud based multi-lingual dubbing, sub-titles etc. 10% of portfolio GHH - relates to my masters in microelectonics and opto-electronics, considering this a low risk stalwart. 10% of portfolio SPX - bit of a gamble, but like old-school engineering (steam!) with modern applications. 10% of portfolio. Lauders AMER - Colombian oiler that has taken a share price hit this year but recent news has been excellent and there has been strong director buying. I believe that things will get better in 2019 providing the oil price holds of course. ARS - A junior (puppy) copper play. Again taken a major share price hit recently but if good news comes on drilling, partnering and the Cu price strengthens then the appetite could return quickly. HCM - News due before the end of the year so could strengthen significantly if positive. However, it is Chinese and if news is not so good on the trials and alliances it could take a major hit. If Trump continues his Chinese battles then again could be impacted. SIA - One of my dogs! Not a puppy but a badly behaving large one. I think the trainer will have sorted it out by new year and its behaviour will improve. Recent news about its Egyptian acquisition that will hopefully be completed in the first half of 2019 will producing some drilling and get the news flowing again. There may be other M&A activity involving the company in the year. TXP - Another oiler (oil had better perform well in 2019!) based in Trinidad and Tobago. News due before year end again but some important drilling will be undertaken in 2019 with the potential to significantly change the MKT Cap of the company. Should be exciting! apad DIS - Could turn out to be a decent rum brand, but might carry lumbering on. IGG - Oversold income stock. Worldwide bear market risk. SOS - Looks like its on a roll with very impressive managers/owners. XPD - Oversold on Brexit fears. Danger of it overdoing it on aero and marine. FEVR - US potential and a rising divi stream. UK probably saturated. dacian BVXP- troponin only a matter of time, one of the best and well run co's on aim. I'll stick with it till the story changes. CBOX- take away cake shops with steady roll-out over the next couple of years, family run and skin in the game. Never tasted one. GDWN- my favourite uk engineer. Unless we get a nasty recession the investment phase over the last few years should start to deliver and they pay a dividend. TM17- a games developer and publisher run by a ceo with funky, red hair. It's a bet on her ability to discover and sign successful indie games. RRE- A bit of a Serica story but younger and cheaper. It aspires to pay a dividend. lomax99 BUR Low PE, some way off it’s highs. clear market leader in litigation finance, a sector still in it’s infancy. FUTR Digital media innovator, recent transformative acquisition, strong recent/anticipated growth. HL. Clear D2C market leader, high margins, solid structural growth story, now widening focus to target the significant wealth/cash savings market. FFX An ISP, constantly expanding their range of services, delivered efficiently using their own online platform. Strong growth to-date/anticipated. ACSO Fall overdone, almost on a normal PE! Good growth prospects ahead, an innovator. Valhamos D4T4 - My biggest holding and in the comparison again for next year. Continuing growth in the Celebrus customer data platform with strong relationships with Teradata, SAS and Pega. XPP - Full benefit of recent acquisitions still to come , no direct exposure to consumer electronics but share price has retraced over concerns about increasing exposure to semiconductor industry and tariffs on China, the second factory in Vietnam comes on stream in H1 2019. CHH - Been on my watchlist for a while and finally bought last week - has grown operating margins over the years with higher added value products for exports in the hospitality sector. SDI - Good mix of organic and acquisitions growth, niche technological businesses so possibly reduced recession risk. GHT - Hammered recently on profits warning because of contracts held over to 2019. Strong data integrity/control product so expect recovery next year.
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04/12/2018
13:27		janeann: red I thought I answered/tried to answer in effect your post above back in June........... 02 Jun 2018 - 17:22:49 - 19225 of 22800 ' 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)
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