Schroder Uk Public Private Share Discussion Threads

[chucko1] 22/7/2020 22:29

Secundum - I secund that.

I disagree with SpectoAcc about half as much as I agree with him - but opinions are there to be countered if you don't like them. He, at least, is of sound mind. He, like me, found things in WPCT that were potentially disastrous - and they did on the most part prove to be such. Nothing is ever certain, but at least see the fluttering flags.

When a fund is forced to sell out of its better, or liquid holdings, whether under the management of the hapless Woodford, or even the greater stability of Schroders, it's really difficult to be too positive even with a discount of 40+%.

At least Hadrian's Wall, which was at a really hefty discount, had a stable enough asset base to draw a bid only 11% from its NAV. I just don't yet see that with SUPP, although a few weeks ago I was more of a buyer than seller at around 24p. Not now. I would prefer punts on things like ALM and MTPH (a flown bird), or more mainstream hi tech and biopharma things such as Polar and WWH. Which both have rallied maybe 20-30% while SUPP has only continued to be parted from its better holdings with nothing to show for it.

[johnwig] 22/7/2020 16:43

And that goes for all the thousands of silly posts on other shares. Nobody ever responds to them except to tick all of them down, or so it appears.

Everybody can see that ADVFN is your veritable life-blood. You seem to have little time for anything else except slagging off female shop assistants.

You beat a very lonely path to nowhere.

[johnwig] 22/7/2020 00:02

MTPH + 350%. Hee Hee

[chucko1] 21/7/2020 17:54

That's what happens when you lose control of the risk. Did they have more luck with MTPH?

[mochyn] 21/7/2020 16:19

Go johnwig! Go harijan!

(You can tell that I've been living in the USA for a long time? Twll 'u tinau 'nhw, ddweda' i! Y cachgwn!)

[johnwig] 21/7/2020 16:08

Harijan, who holds many more yet than I did, must be laughing his head off. LOL LOL

He bravely took a lot of flak from the above-mentioned idiots.

[scrapheap] 21/7/2020 10:15

Acacia sold their holding right down from the already very reduced 6.87% to 2.14% on Friday.....the day before the update on Monday so have missed out on £ millions....

Geniuses everywhere!

[spectoacc] 20/7/2020 10:53

I bet WEIF holders are loving that - not!

How much in SUPP? (Edit - can't see any).

[scrapheap] 20/7/2020 10:45

Former WEIF holding in Synairgen gone up 350% today - Acacia been selling their holding down since buying it BUT still hold a good %

[brianarthur1939] 13/7/2020 11:34

Aye, jonwig and specto are carrying on with their East German practices.

[iq151] 13/7/2020 11:20

Wow, what a beautiful post by johnwig on the sordid jonwig thread!

[johnwig] 13/7/2020 11:06

The corruption here continues as does the sleazy jonwig/specto love affair. LOL. But what more could we ever have expected?

Solonic, who has been the most super-clean contributor to these threads is clearly feared and disliked by the two losers. His disinfectant pithy posts are unwelcome. LOL LOL. We laugh at their huge 90%+ losses on BUR, Scottish Mortgage, YCA etc etc etc. And their pettifogging hundred-quid daytrades on the REITS and suchlike. And most of all we laugh at their repetitive self-righteous pompous posts on all those topics that they really know so little of.

[spectoacc] 13/7/2020 08:54

And pallets.

Hard to believe when WPCT launched in 2015, Woodford thought he'd make over 10% pa (hence the fee structure). Then proceeded to make just about every error possible, from over-gearing to getting conned to averaging losers to spraying money at every Oxfordshire-based co that came calling.

100p to 25p in 5 years. Even taking the "N"AV, it's 100p to c.46p. But no one bar perhaps @Johnwig believes the NAV.

Wondering if this might be the vehicle for Neil buying the remaining WEIF unsellables on the cheap? Acacia have clearly done very well out of WEIF.

[lewis121] 13/7/2020 08:53

In Wealth Manager today...

"According to Sky, Woodford (pictured) and his business partner Craig Newman have been drafted in by Juno Capital to offer insight into the creation of a portfolio of unquoted healthcare investments."

Deja vu?

"Woodford has a deep understanding of the biotech sector having invested heavily in it through out his career."

Like his deep understanding of cold fusion, virtual estate agents, doorstep lenders and mattresses.

[spectoacc] 13/7/2020 06:57

Indeed (thanks @daffy). Bizarre - a fund manager who made two fantastic calls in his career, then veered off course to something he crashed spectacularly with. Now available to hire (presumably) on the cheap - great, let's set him up doing the thing he crashed with, that'll work.

Neil & Craig, the start-up and healthcare experts.

@Jonwig - I don't see where the case is against Link or HL. Yes, they were heinous IMO, but that isn't necessarily actionable, and is a long way from an FSCS claim too. Hope I'm wrong :)

[chucko1] 12/7/2020 18:23

Well, reading the last two posts, I wonder who is happy using Juno as a fund/wealth manager? Even the dimmest of the dim cannot claim they were not warned.

That said, you could still market NW on the statistics over 30 years - they would still look impressive. But you could have said that about Peter Shilton and then tried selling him for £20mn as a centre forward.