Schroder Uk Public Private Share Discussion Threads

[scrapheap] 05/2/2021 17:23

Blimey, theres a 23pct uplift from 12m to 15m based on the ipo price of 26 dollars but its currently started trading over 43 dollars!!

[scrapheap] 05/2/2021 17:20

Aha... Followed by an rns re immunocore pricing

[scrapheap] 05/2/2021 16:40

Interesting 10% spike in to the close?????

[brummieloser] 03/2/2021 15:18

spectoacc is making a massive profit on his last investment in these. What's 3% of £250, anybody?

[chucko1] 01/2/2021 15:16

Whilst you're on Ceefax (really?), could you tell me the shipping forecast and the recipe of the day?

[magnum opus] 01/2/2021 14:43

It said on BBC Ceefax, of all places, last Thursday, that the ON Lampore test had performed well and detected both symptomatic and asymptomatic cases in saliva samples and will be progessed in to use, so good for ON, IPO also been firm. Something getting directors interested here.

[chucko1] 01/2/2021 11:49

To answer the question, making a lot more than 50% on NEX, VSL (in vast size) and AEWU. And the 100% rise in the hedge fund (Hanbury).

Furthermore, the alternatives (as I label them) to SUPP have rallied more than 50% and they never lost anything like what WPCT did. I had little of that, however - didn't need to.

Anything else?

[spectoacc] 01/2/2021 11:15

Two more small director buys just reported, on the small side but a good sign.

[spectoacc] 01/2/2021 09:39

With a notable lack of explanation, those two trades were RNS'd after hours on Friday as being a director sell (the 280k) and director buy (the 500k) - same director. So a net buyer, but odd not to at least explain.

[littleweed1] 30/1/2021 00:37

spectoacc is making a right fool of himself by pretending he has bought SUPP after 2 years of repetitious troll-posts claiming it would go bust imminently. He never knew about Kymab for instance, did he, ignorant prat!

Quite soon I expect we'll have a few more who cannot bear to be proven so idiotically wrong. Where's topvest gone? Up his own capacious fundament?

[johnwig] 29/1/2021 13:03

Shame you don't hold any SUPP! LOL

[spectoacc] 29/1/2021 12:32

Some decent trades today, including a 500k at 35.5p (tho poss paired with the 280k at 35.49p).

Seems to be a string of large, above-offer buying lately, along with a good many smaller holders selling out. Weak hands to strong hands.

[pythian] 28/1/2021 17:15

Wow our dear leader does have a hell of a lot of these. No wonder he doesn't like the trolls on the gruesome thread messing about with all that misinformation.



"johnwig 15 Apr '20 - 08:00 - 304 of 766
0 8 0
Perhaps, in the interest of fair dealing, I should declare that I have now accumulated 1.5 million of these beauties at an average of 24p. I bought mainly because spectoacc's troll posts made me take a really close look at this company again."

[johnwig] 28/1/2021 10:41

I'll just point your attention to my post 304 on this thread. Then I rest my case.

[chucko1] 27/1/2021 19:20

Yup - makes sense. 29p was good value on that news. 5.2p NAV uplift plus reduction in perceived risk. But there simply is not enough here to get your teeth into, I think. ON the main reason for a punt, but little else after the new sale.

[spectoacc] 27/1/2021 18:43

I've the little fella on Filter, but post 722 - avg is under 30p, bought them all on the morning of the Kymab announcement, which changed things.

Fair point that there's better elsewhere - but if/when the ON flotation gets announced, that'll likely be my exit.

[chucko1] 27/1/2021 16:10

I recall clearly Specto's purchase at around 31p post the Kymab sale. Decent trade, but I take partial issue with the recent portfolio sale being bad at 22% discount to NAV given that the price is at about 24% discount.

Although the portfolio is more concentrated now and IH at anything other than zero is fanciful, they do take one more large step nearer the point of some investment freedom.

Except that nearly all the alternatives are better!! It's nothing more than a rescue job, absent of a random big hit somewhere - but that is the same for everything else.

Why on earth bother with this any further other than diversification? Hardly conviction, though.

[scrapheap] 27/1/2021 11:46

It's like the Kymab uplift is giving them room to shift some assets out at a NAV hit but to raise liquidity to be 'cleaner' going forward for any other sales - ie not under perceived pressure to raise money but as you say surely the distress was greater last year than now. Still it could help with other negotiations going forward I guess...

My glass is always half full...