Schroder Uk Public Private Share Discussion Threads

[petethepict] 26/11/2020 10:58

I wonder why jonwig, cuckowinnie, and spectocack persist in their joint silliness. Everybody on ADVFN is having a right old laugh at them. And they are accumulating what seems to be a record number of downticks. And even I am getting lots of upticks and i've never had ANY in 20 years of occasional posting.LOL

[1tcm1] 26/11/2020 09:01

You were absolutely right, pete. Right on cue the 3 stooges came marching like toy soldiers out of their LEGO castle, farted, and then marched right back.

Nothing like repetitive actions, I suppose. But it's not having any effect.

[chucko1] 25/11/2020 16:58

jonwig, perhaps Schroders asked Woody for the contact details of any remaining fans of his and ended up with you. Yet another bad call?

Not interested in me as much!

[jonwig] 25/11/2020 16:39

They've been collecting a 1% management fee since end-January (of MCap) and it looks as though they only need an hour or so a week of "management business" to keep this one ticking over. £2m a year for nowt!

[spectoacc] 25/11/2020 16:30

GDPR might have something to say about them using that address book :)

Had spam emails from several brokers re SBOT, but nothing direct.

The once-in-a-generation was just before the Pfizer vaccine news!

Wondered yesterday if SUPP might get wound up. Schroders Juniors been unable to do anything with it/no prospect (whatever they say about end of 2021). An ON float would help but they've no control over that, and the Covid side of ON will soon be receding.

ATOM need cash - and might give an exit op at same time early next year.

RUTH ought to be riding high on taxpayer cash covering (large) expenses, but that doesn't seem to make for profits, and we're nearer the end of Covid than the beginning. (They might well pick up more NHS work for missed treatment etc, but margins? Staff costs?).

The remaining c.47% of SUPP is a mixed bag of co's with decent prospects needing more cash, a handful that might pull through on their own, and a long tail of dross. Plus AUTL, which seems to be there to cover the fees/costs as one of the very few (only) genuinely listed & liquid co's.

Northern Trust call the shots, and will presumably give it one more year in January, but CLIG - usually pretty sharp - must be starting to realise where there's muck, there's sometimes a poo bag.

Just feel that on the next big NAV write-down (could be ATOM, RUTH, IH, £/$, medium sized bust-outs) there's a chance of the towel being thrown in. And that that's possibly why jobs in new ITs are being created by Schroders elsewhere.

[pete_bane] 24/11/2020 15:06

I'm expecting to hear from chuckowinnie, or specto, or jonwig any minute. They check the SUPP share price every 15-20 minutes and they post to crow if it ever goes lower by .3 of a penny.

Still a long way from 0p, though, which all three predicted (and topvest) LOL.

I'm having a basalt fibre cake for Christmas.

[muffmitz] 20/11/2020 16:52

The only solid news is BlackRock increasing their holding. However it may be something Covid-related at BenevolentAI that we don't know about yet.

[pythian] 20/11/2020 16:45

Hm.. SUPP up again today a smidgeon on HUGE volume. Something up here it looks like.

[pythian] 20/11/2020 15:35

Yes it's very enlightening that BlackRock are fans of SUPP. They make it their business to know more than most.

[jonwig] 19/11/2020 11:24

This is a summary of the campaigns (at least five of them) against Woodford, Link, etc. and it includes ShareSoc's own campaign:



It might be a member's only page or free with registration, I don't know.

[chucko1] 19/11/2020 11:02

Don't preoccupy yourself with the wealth (or otherwise) of others. Focus on the means to wealth - i.e. an appropriate assessment of risk and reward. Lacking, at present - so your thoughts remain seated on the same Circle Line train - you have to get off somewhere and choose a meaningful destination.

[johnwig] 19/11/2020 10:56

Me? No, but I know several. Funnily enough, one is called Tom. Common name, eh? Appears in all kinds of disguises. LOL

[lewis121] 19/11/2020 10:53

Are you a Hollywood A-lister?

[johnwig] 19/11/2020 10:48

If I thought you were a competent commentator I might listen to your "points". But prediction is not your strong point even though you may make a meagre living out of pretending that it is.

There are any number of successful RICH commentators out there to whom I would prefer to listen. jonwig? spectoacc? you, Tom? PAH!



So you didn't buy Wrexham after all! As it happens I know one of the protagonists quite well having worked with him. He is, in my view, a good guy.

[chucko1] 19/11/2020 10:38

It is actually worth recalling that intelligent (well, at least those capable of moderately complex thought) investors were critical of the risk/reward when WPCT was in the 80s and 70s. It's a darn sight closer to @Specto's 0-20p than the optimism you and others showed at the much higher price.

Worth remembering that, about 2 months ago, I was pretty neutral (slightly positive, even) on SUPP. This was when it was at 24p. Not really changed that view, so no need to misrepresent to get out of your commentary hole.

It's also worth remembering that SUPP is still clearly the fund of Neil Woodford. They remain HIS - and only HIS - daft picks and Schroders have no ability to change this with the current capital arrangements. The new fund cannot assist it, either, as we have learned from the recent Schroders presentation (or school play, as some might describe it). The teachers were busy with the SREI version, which has subsequently moved higher by 30% and likely a fair bit more to come. So it's not as though I have any axe with Schroders. Merely making a minor value comparison which everyone needs to do when the market offers as many post-blow-up opportunities as it now does.

[johnwig] 19/11/2020 10:19

Yes but SUPP isn't 0p which is what you and your little mates were repetitively predicting. You were all talking sewage, weren't you?

[chucko1] 19/11/2020 10:03

Thought of the day: market cap of SUPP is £250mn at a share price of 27.515p. [now 26.35p].

SUPP has fallen from 28-29p recently - you don't think SUPP investors are throwing in the towel and being encouraged to support the new fund!! (not really a question, but if SUPP cannot rally in the current market conditions, or in the tech run-up of the past year, the longer term prospects are hardly a fountain of optimism).

[muffmitz] 18/11/2020 14:09

They clearly don't think that SUPP is going to drop to Zero. It's becoming obvious that those who think it will are getting fewer and fewer. Possibly only specto/topvest!

[harijan] 16/11/2020 11:27

Looks like BlackRock have upped their stake in SUPP slightly again.

[pythian] 16/11/2020 11:15

Thanks for that link, kooba. It would be a shame if Benevolent AI weren't able to monetise a prime discovery like that. I don't know enough about their business structure to pronounce on the potential but surely they can't be working just pro bono publico. Does anyone knowledgeable here(not jonwig or specto obviously) have anything to contribute?

[kooba] 16/11/2020 10:06

SUPP holding Benevolent AI ran programs early on to spot existing drugs that could help with CVD19 ..this is the one they came up with..not sure if there is any benefit to them apart from showing their AI is effective?https://www.dailymail.co.uk/news/article-8949605/Arthritis-drug-cuts-elderly-Covid-19-deaths-two-thirds-say-researchers.html

[pythian] 16/11/2020 08:56

I see that ADVFN's most unsuccessful trolls have been at it again on the silly thread, spouting specious irrelevant nonsense.

I saw a post somewhere yesterday comparing silly specto and jonwig to necrophiliacs because they keep on trying to screw a long-dead Woodford. I thought that was really funny. It's amazing how much their obsession sustains them.

[spectoacc] 16/11/2020 08:22

Good point VCT - 30% ought to about cover it.

"End of the month" before they're investing - best hope some good Oxford Vaccine news doesn't come out before then.

Wonder how SUPP shareholders feel about the diversion of manager attention, if it gets off the ground? Not that anything much gets done over at SUPP - still 100% Woodford picks. But fair to say the manager won't be taking a wage cut, nor Schroders a fee cut.