Schroder Uk Public Private Share Discussion Threads

[scrapheap] 03/3/2023 13:21

60.8m shares sold at 12.75p.

Wonder if that's the former Woodford/Link holding finally being ditched?

[deans] 13/2/2023 16:14

Thanks for that.

[deans] 13/2/2023 12:26

Was that last trade 6m or 60k? Some difference!

[kandiru] 20/12/2022 16:00

If the Kymab Ky1005 drug does well, then there will be 1/3 more money from Sanofi again. That should help prop of the NAV slightly, but who knows if it'll happen or not?

[peewit2] 07/12/2022 17:45

Does anyone know what’s happened to the end September valuation?

[chucko1] 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.

[jonwig] 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.

[cc2014] 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?

[jonwig] 02/11/2022 07:57

Kepler Trust Intelligence hs written an analyst report:



"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.

[spectoacc] 27/10/2022 19:52

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...

[scrapheap] 27/10/2022 17:37

3 big sales there today - I'm guessing none will have been buybacks but lets see?

[spectoacc] 24/10/2022 15:58

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.

[scrapheap] 24/10/2022 15:56

What's happened now?

[spectoacc] 17/10/2022 11:35

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.

[daffyjones] 17/10/2022 11:29

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

[jonwig] 14/10/2022 08:26

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.



(The Woodford scandal gets a mention.)

[daffyjones] 13/10/2022 18:29

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

[scrapheap] 30/9/2022 09:35

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.

[jonwig] 30/9/2022 08:09

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.

[topvest] 25/9/2022 10:38

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.

[spectoacc] 24/9/2022 19:47

Ah apologies @Jonwig - I was still talking about the fiasco of the NAV having been incorrect for months.

[jonwig] 24/9/2022 08:05

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.