Volvere Share Discussion Threads

[rivaldo] 28/4/2020 15:57

Good to see the bid price move up to 1400p.

[eezymunny] 28/4/2020 14:06

I've sold a lot recently, but was buying heavily for a long time before that (since the big tender) Had far too many for something so illiquid but the price was just plain wrong. We're finally bid just a fraction over TNAV. Is that the first time ever? My first buy was 2 July 2009 AFAICS at 185p and I don't recall it ever being over TNAV in all that time. Running and banked profits several £100k now, so I always hate selling any, but there have been one or two big opportunities that looked irresistible recently. WYN around 200-220p was the sweetest thing I've seen for a long time.

Can't beat a good crash. I'm having the best year for quite a while :)

[rivaldo] 28/4/2020 12:30

Being held back by someone selling four separate 1k lots this morning - things could get interesting when that supply stops.

[jaf111] 28/4/2020 10:42

....and good to see a little bit of activity being reported....no doubt helped by the small dealing spread

[piedro] 28/4/2020 10:14

Asking price is still at 1,400
the Bid price has been rising
when PEEL is satisfied then we have WINS asking 1,450 and SING 1,540

[jaf111] 28/4/2020 09:07

Currently quoted spread is just 10p (1390 - 1400p)....
We live in strange times.....although in this specific case I hope this continues!

[scorpio51] 27/4/2020 17:06

Roll on the results on May 29th when we should see how well Shire have been doing.

[rivaldo] 27/4/2020 16:34

New closing all-time highs - plus a lovely small 30p spread for a change. Nice.

[piedro] 27/4/2020 16:24

LOL - I love Level 2

[rivaldo] 27/4/2020 16:16

And thar she blows, after a £6k buy at 1399p - with the spread reduced to an unusually low 50p.

[piedro] 27/4/2020 13:32

If that were the case I would have expected some movement in the spread

[rivaldo] 27/4/2020 12:12

...and another £30,000 of buys so far today, the last buy being at 1395p. Unusual to be able to buy this much stock, but perhaps the rising Buy price indicates there's not much if any left.

[rivaldo] 24/4/2020 12:27

Almost £15,000 of buys today, with the buy price now rising to 1382p.

[rivaldo] 22/4/2020 16:12

Good to see a £13,800 buy at 1380p this afternoon.

Haven't caught up with the thread for a while - a whole four posts to read :o))

Agree with JL as regards specific sectors, i.e retail, oil, construction etc - but then I've never invested much in any of these given the cyclicality and vulnerability, and can't understand why others would either. Just my personal viewpoint.

Better to stick with VLE and other companies with sound Balance Sheets and/or high recurring revenues - and ride the wave of COVID-19 with companies with solid prospects like REAT, ODX, AVCT etc.

[scorpio51] 22/4/2020 15:18

Nice one Scorpione, this is a great place to be in the current market. The Landers are safe pairs of hands imho.

[scorpione] 22/4/2020 14:38

I noticed that you have got a similar tag-name to myself. I like yourself, have got a pretty large holding here. I bought 10,000 shares at an average of £3.04!!

[scorpio51] 22/4/2020 12:38

I would respectfully disagree. We are nowhere near peak economic gloom. I however have every confidence in VLE and have a large part of my investments here,since over 10 pounds of the share price is in cash,and Shire should be motoring along in this environment,and worth a lot more than its current NAV carrying value.

[glawsiain] 22/4/2020 11:52

Jonathan Lander
@JonathanELander
I am going to stick my neck out....I think we are at peak economic gloom. Never have I read so much bad news in so many sectors at the same time. Can the environment really get ANY worse for #Shell? Or #BP? Time to buy.

[rivaldo] 16/4/2020 15:59

Good to see another £30,000 or so of buys today.

[rivaldo] 14/4/2020 10:48

On a more reliable note, I see that Graham Neary has also updated on VLE recently (again subscriber-only). VLE now comprises almost a quarter of his portfolio!



"Volvere – In the right place at the right time
Graham Neary
April 9, 2020

Throughout this economic and financial disaster, I've taken solace from my conviction in my top 5 portfolio holdings.

These 5 companies add up to nearly 70% of the entire portfolio value.

Top of the tree is Volvere (VLE), which now accounts for a silly 24% of my portfolio.

It released a trading update today which, naturally enough, I was very eager to explore...."

[eeza] 13/4/2020 13:33

Like the old racing tipsters from the '60's.
They used to send out their red-hot-certainty tip (straight from their source in the stable), by post, and tip every horse in the race. No fee, but please send 10% of your winnings.

[gailes5] 13/4/2020 12:42

Kiss of death if Winnifirth tips it! I suppose with the number he puts out he might get the odd one correct.

[gailes5] 09/4/2020 17:00

Deal of just under 10k at £1305 shown as a sell, I think it was probably a buy mopping up today’s sells.

[norbert colon] 09/4/2020 16:39

https://cube.investments/volvere-in-the-right-place-at-the-right-time-vle/