Woodford Patient Capital Share Discussion Threads

[toffeeman] 20/6/2016 09:04

This has only lost 4% of its value since launch which is better than the indeces.

[liquidkid] 20/6/2016 08:39

Number 4 holding Circassia....

cottoner 20 Jun'16 - 07:55 - 44 of 45
Miaow! :-/

This cat's dead.
There are a whole lot of other fat cats in the Woodhalfd portfolio...stuck high up in the tree.

Going by the proprietary inverse post-o-meter algorhythm - 45 posts in 2 years for a 3qtr of a bilion pound unicorn gorilla of a company means that there will be no bounce for this species of feline.

[liquidkid] 15/6/2016 14:40

Just last week WoodHalfd Drug Company 4D Pharma PLC (LON:DDDD) has restarted phase I clinical trials of its paediatric Crohn’s Disease treatment Thetanix.

Then Yesterday:
Irish drugmaker Shire Plc said it would buy the rights to an experimental
bowel drug from Pfizer Inc to bolster its pipeline of gastrointestinal treatments.
The drug, is designed to treat moderate-to-severe inflammatory bowel disease,
has successfully completed mid-stage studies. IBD includes ulcerative colitis (UC) and Crohn's disease (CD)

Wood haf have expected the same drop as US peer Seres Therapeutics Inc (NASDAQ:MCRB) 30.51 -3.99 (-11.57%)

Pretty crowded space that Irritating Butt Disorder.

[liquidkid] 20/5/2016 10:26

Finding something hard to swallow.
Neo from the Matrix is having trouble pushing the Blue pill.
That is because it was 775 mg and 22mm long - about the size of an almond
Not only hard to fit down ones throat it is also difficult to manufacture and supply. The only approved supplier under the Moxatag NDA has gone bust. The Paddys who make it couldn't get any more funding.
This leaves Blue Pill Pharma Co Vernalis VER, lucky number 13 position in the WPCT, with only promotional stock of their headline Drug.
...rummages around for the Red pill.

[liquidkid] 19/5/2016 13:50

"It's a trap!" WookieForce, Star Bores Ep IIV The Empoorer Strikes Out

Who Wood have guessed - there's a bit of shorting going on. It's not just a bit its like almost the whole listed shabang of the top dodgy names in the portfolio.

WPCT 1.86%
--------------------
PRTA 12.3%
RM2 8.13
BTG 7.64
ALLIED MINDS 6.11
CIRCASSIA 2.21
UTILITYWISE 2.14
BCA 2.11
4D PHARM 1.64
IP GROUP 1.42

There are two schools of thought for Short Interest:
Greed the prevalent reason for short sale demand if stocks were
overvalued, while Fear leads to short sale demand if investors
expect that financially distressed firms will go bankrupt.

[liquidkid] 18/5/2016 14:51

Since not a lot is going on (or up for that matter) time to restart the Heroic Failures Strip:

18 May 2016
Midatech 'multiple shots on goal' Pharma MTPH 0.35 WPCT, 0.1 WEIF 148p down-12% Disappointment over an orally administered 'gold nano-particle technology'(GNP) form of insulin, which didn't work as effectively as anticipated.

[liquidkid] 16/5/2016 11:49

Does it again the Trans Cross Fund Window Dressing Scheme.
This time shifting the Purple holdings between WEIF and WPCT
without actually increasing the overall holding.
PURP 269
So Mr "Better Call Saul" Bruce wasn't the only insider/related party manipulating the market price. It was none other than 30% holder WoodForDunit! calling it a temporary price weakness!
"we were able to take advantage of this temporary price weakness and we invested further throughout January and February." WPCT

[tyranosaurus] 12/5/2016 19:04

WPCT

What a Pathetic Collection of Trash

[liquidkid] 06/5/2016 15:41

A bit off topic as this is not a WEIF thread but would somewhat explain the
comeback of the premium. shows how small time WPCT is becoming. Bet he is slapping himself for not doing the C issue.

Top ten managers by net retail sales in Q1 2016 (£m)
1 Fundsmith £604.0
2 Woodford Inv £550.0 (e)


April's 10 most-bought funds
Rank Fund IA sector. Change on March. Return 1m to 5 May (%) Return 3yr to 5 May (%)
1 Fundsmith Equity* Global +1 -2.1 58.2
2 CF WEIF UK equity income -1 -1.4 N/A
5 Invesco Perp Income*UK equity income +4 -0.8 25.3

All thanks to the star attraction AAA-rated manager.

[prewar] 04/5/2016 19:33

All of this making a lot more sense, Camberley/Broadmoor = A well known Savile haunt.

Did Jim fix it for you LK to milk a cow blindfolded or was it a trip to the set of It's a Knockout?

Either way you should probably seek some help, you appear to be a bit mental.

[kpo115] 04/5/2016 19:09

UH?????

"evil shorters....ugh creepy, stamp on them hate them"

Hmm, typically psychopathic...



Ah, I've just twigged: Broadmoor Hospital is but 4 miles away from Camberley as the bogeyman flies.

Explains it all, eh!

BTW I do hope old Pierre Simon Laplace did not get paid for articulating what every five-year-old knows. A pompous and utterly boring truism.

[liquidkid] 04/5/2016 16:35

I'z commissioned to type up the monthly explication for the fanatics so that
The Gru could have a day off from all the hard yakka they've put in over the last couple of months. They've maxed the plastic partying like 1999 and all getting into some serious rainbow dust unquoteds.

So last time it was Afried Mined that shot too the moon causing the NAV to levitate the price above the stinking sewage level. That seems to keep the sewer rats happy clinging on to the floaters in the portfolio.
So April started with a parade of fools in that Afried Mined was in the top 5 350 fallers with a 20% drop even after FY numbers which were diabolical. After 10 years of patiently waiting, hoping for something, anything, to come good
all they've done this year is ask for moar and moar money. And doing so with
more and more elaborate structures creating a whole new asset class - 'Other
Bets' Category, long shot investments.

This biggie this month was PurpleRainonBrickicks as this has almost doubled
firing it into a top10 holding. but we can't blame evil shorters for the
squeeze as we control all the shares so those evil little roaches aren't
anywhere to be seen, ugh creepy, stamp on them hate them. The denouement will
come soon when actual figures are produced if there are any.

Nothing else to comment on that hasn't been already been posted on here.
Except this one - our old muckers Duff & Phelps, who do us some numbers, been pretty busy drooling all over BHS so may have not had the time this month to pull some number balls out of the hat.

On the theme of charging for research and Approximate knowledge this quote sums it up:
"What we know is not much. What we do not know is immense "- Pierre Simon Laplace

[pete_bane] 03/5/2016 14:26

There are so many anacoloutha in Liquid Bowels' latest rabid post that I didn't really understand any of it.

However, knowing his peerless reputation for correctly forecasting WPCT's fortunes (hee hee) I am so frightened that I have decided to sell all my holdings. I counsel all other holders to do likewise and invest, as LB advises, in VCTs, which are all totally safe.

That way you can follow LB's strategy of never making a profit, because then you won't have to pay any capital gains tax!



PS I think this shows that rabies is an endemic risk to all Lycra-clad cyclists in Camberley.

PPS Hold the front page: cyclist found lying on road with foam on his mouth on the Hog's Back. Then tries to bite paramedics!

[19bells] 28/4/2016 09:27

The seems to be a large share price spread on this stock today - why?

[toffeeman] 28/4/2016 08:10

Pete - I live in Devon but went to GP regularly as a kid - first match was 1966 cup tie v Coventry!

[dr biotech] 27/4/2016 22:31

As a lifelong Watford fan I was also pleased at the verdict. Fans were treated appallingly in the 80's and this was the nadir.

As a more general point let's try and get this thread back to adult conversations? No more name calling from here on onwards plz.

[pete_bane] 27/4/2016 20:43

I'm a little bit of a fraud in that I don't actually live in Liverpool. However I have a very special reason why I have been a Liverpool fan since early childhood which I cannot disclose here.

Certainly one of the joyous thing about the city is that the red and blue sides can come together when it matters, with the obvious occasional exceptions.

I do know from true Red Scouser friends that they highly appreciate the support from the other side of the park. This shows that the exceptionalist Liverpool pride is fully justified.

Let's hope for more normal Derby games next season. (I don't like to stigmatise Martinez, because I thought Rodgers was, on the whole, brilliant and his departure showed the horrible power of malign social media which is so often replicated on ADVFN, alas)

[toffeeman] 27/4/2016 15:09

Pete (OT) bet you pleased about yesterday's verdict Well done (from the other side of the park)

[toffeeman] 27/4/2016 06:23

Yep Pete Baines would get his googlies