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Share Name Share Symbol Market Type Share ISIN Share Description
Schroder Uk Public Private Trust Plc LSE:SUPP London Ordinary Share GB00BVG1CF25 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 15.96 15.10 15.66 15.96 15.96 15.96 585,206 16:29:45
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 -5.3 -0.6 - 145

Schroder Uk Public Private Share Discussion Threads

Showing 1601 to 1624 of 1625 messages
Chat Pages: 65  64  63  62  61  60  59  58  57  56  55  54  Older
DateSubjectAuthorDiscuss
07/12/2022
17:45
Does anyone know what’s happened to the end September valuation?
peewit2
02/11/2022
10:30
CC, if you like one or two of the holdings, especially ONT, then there might be something interesting to analyse given the large discount.

But yes, so many other things to look at for now.

chucko1
02/11/2022
08:40
In many ways it's typical of the generic stuff which is written to excuse poor performance. The "portfolio" section might have a few interesting comments, as this is the place where the hard work of recovery will take place, or not.
jonwig
02/11/2022
08:34
Can I ask if it is worth reading given there are so many other opportunties around? If I spend an hour of my time on it is there any hope I might see SUPP as worth buying?
cc2014
02/11/2022
07:57
Kepler Trust Intelligence hs written an analyst report:

https://www.trustintelligence.co.uk/investor/articles/fund-research-investor-schroder-uk-public-private-retail-oct-2022?utm_source=RNS&utm_medium=research

"SUPP’s portfolio is maturing and evolving, yet trades on a discount of 46%..."

They really have worked hard on this, and earned their fees of several thousand pounds.

jonwig
27/10/2022
18:52
Four I think, between 15.3p - 15.75p so likely a mix of sells & buys. Agree that would be large even for the upscaled buy back, but would make a lot of sense down here.

Wonder how all of Tim/Ben/Roger's punts are doing...

spectoacc
27/10/2022
16:37
3 big sales there today - I'm guessing none will have been buybacks but lets see?
scrapheap
24/10/2022
14:58
Wondered that earlier, and noticed they've been slipping in a few buy-backs, and not the usual 50k's this time. Still - tiny in the context of the share count.
spectoacc
24/10/2022
14:56
What's happened now?
scrapheap
17/10/2022
10:35
RM2, the microchipped pallets, was another he ended up owning an awful lot of - about 60% from memory?

Yet still there's Woodford apologists around who point out the winners - Oxford Nano, Autolus, Immunocore and others - as if the idea of investment is to take £1 7 years ago, and turn it into 30p (if being very generous) now.

If you're a scattergun and hopeless punter (Northwest Bio & ALM particular favourites) then the few darts that hit the board get nowhere close to making up for the ones sticking out of punters' legs.

Quite a bit of what he got forced out of on the way down went even more wrong - the likes of CPI & KIE.

spectoacc
17/10/2022
10:29
Another Woodford alumni, Eve Sleep, collapsed into administration. Woody at one point owned a third of the company, buying all the way down and keeping them on life support even though their business model was blatantly ridiculous.

That other Woody favourite PurpleBricks is pretty much at an all time low now too. Kind of gives the lie to the claim that Woodford would have turned around his poor performance if given more time

daffyjones
14/10/2022
07:26
Northern Trust has surfaced in the news again. It acts as depository for a lot of pension funds, and handles the margin calls between the funds and their banks.

Trouble is, it processes them manually, which can take hours, rather than electronically, which is virtually instantaneous. And this delay has magnified th panic.

https://www.ft.com/content/6c08c96a-97ab-4f46-a9fb-47d822a15b59

(The Woodford scandal gets a mention.)

jonwig
13/10/2022
17:29
New all time low. As bad as Woody was, at least he deluded himself that he was going to achieve some value for investors. Schroeders are clearly just milking this dry for all the fees they can get
daffyjones
30/9/2022
08:35
The sheer lack of any good news/picks to boast about is telling. Some of the very recent investments made already down valued and not so much a "trimming" as a butchery of the one stock which has done well, immunocore. 21m value at 31st Dec, now only 8m and that's with a big price rise this year. No clarity given that the sale was made missing much of that increase.
scrapheap
30/9/2022
07:09
Interims are out. Again, Link is a culprit, but they don't say whether they will take any legal action for reputational damage or similar.

Much of the content is wishful thinking.

jonwig
25/9/2022
09:38
Benevolent AI has been overvalued from the start in any case, so the NAV has always been a bit of a mirage. I have always thought that the intrinsic value of it was close to zero as with a large number of Woodford's ridiculous start-up investments. If anyone has ever looked at their accounts you will see why. Its a classic storystock / jam tomorrow stock that consumes cash each and every day of its existence and has little revenue to speak of.
topvest
24/9/2022
18:47
Ah apologies @Jonwig - I was still talking about the fiasco of the NAV having been incorrect for months.
spectoacc
24/9/2022
07:05
Spec, I think #1299, 1300 were about the WEIF fiasco. WPCT, then SUPP, is a different fiasco. Blame Schroders, but the BoD has been invisible.
jonwig
24/9/2022
06:57
Personally I blame Schroders more for the NAV fiasco - what manager doesn't know the value of their holdings, or check them occasionally? They're heavily involved in eg valuing the unlisted holdings, in conjunction with Link.

The crux for me is the split of the fees - SDR take over £3m pa from SUPP, Link get all of £80k (for everything, not just the daily NAV).

spectoacc
24/9/2022
05:55
topvest - when Bailey went before the Commons Finance Committee a few years ago, he dismissed any chance of action against Woodford with "There's no law against incompetence".

Link were there to ensure the rules were followed, and that's where they fell short. (Legally, Link was senior to Woodford.)

jonwig
23/9/2022
19:58
Link seem to be getting all the blame for this shambles. I think its a bit unfair really. They have been shambolic that's for sure, but the real culprit is Woodford Investment Management. It seems a tad unfair that compensation always goes after those with the deepest pockets. At the end of the day investing is risky and if you lose money you have to put it down to experience and learn a lesson.
topvest
23/9/2022
06:38
The Times:

"Anyone buying SUPP shares for most of the period since April 26 arguably paid more than they needed to. That includes SUPP itself, which over the summer bought 2.1 million of its own shares for cancellation as part of a standard discount-narrowing exercise at a cost of £430,000 — inflicting further unnecessary costs on shareholders."


Good point. And:


"Schroders took £3.02 million in fees from SUPP last year; Link received £80,000."


SUPP share price down 45% over the year, but don't worry about Schroders.

spectoacc
22/9/2022
15:14
Taking Not Asset Value to a new level.
spectoacc
21/9/2022
08:41
And Link up for another £50m fine from the FCA.

https://www.investmentweek.co.uk/news/4056620/fca-impose-gbp50m-fine-link-fund-solutions-woodford-failings

cc2014
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