Share Name Share Symbol Market Type Share ISIN Share Description
Woodford Patient Capital Trust LSE:WPCT 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
  +0.60p +0.73% 83.20p 83.20p 83.50p 83.50p 81.60p 81.60p 1,049,351 15:14:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 1.3 -0.7 -0.1 - 688.06

Woodford Patient Capital Share Discussion Threads

Showing 1651 to 1672 of 1675 messages
Chat Pages: 67  66  65  64  63  62  61  60  59  58  57  56  Older
DateSubjectAuthorDiscuss
15/1/2018
21:20
Impending doom...reality starting to strike home that the portfolio is toxic and merits an enormous discount.
topvest
14/1/2018
14:22
Well this week should be interesting when the December factsheets eventually materialise.
topvest
14/1/2018
13:31
>> andy - if you want to short something I would suggest there are better bets in the retail sector >> Minerve -yup couldn't agree more
ttg100
14/1/2018
13:18
Minerve - excellent post. Don't trust (?) the managers judgment, don't ever invest. Always the case. Woodford will be weighed in the scales by his results.
p1nkfish
14/1/2018
12:44
"You are failing to delegate the responsibility to someone else you obviously don't trust - believe you know better - which suggests to me you should forget funds altogether and run your own portfolios." Excellent post Minerve. That completely sums up the situation - either investors trust Woodford to handle their investment, as a long term proposition, or they don't. The latter, once they have made their initial view clear, should sell up and move on rather than engage in eternal whinging ! I have no position here - just currently monitoring from the sidelines.
masurenguy
14/1/2018
12:29
I think some of you are way too anal-retentive and obsessive on this fund! You either trust Woodford or you don't. You either invest or you don't. You either remain patient or you don't. It really is very simple. If you feel the need to go around double-checking everything Woodford and his team do I would suggest this fund - and perhaps any fund - isn't for you. You are failing to delegate the responsibility to someone else you obviously don't trust - believe you know better - which suggests to me you should forget funds altogether and run your own portfolios. This is getting ridiculous.
minerve
14/1/2018
12:10
I think we can therefore deduce from all that The Oxford Whale did not pass his GCSE Physics!
iq151
14/1/2018
11:52
This has all been in the public domain for months. See the blog. Abd ul-Rahman Lomax:  Because this comment section does not allow threaded comments, I am replying to @PaulSh on a page on my blog. I have written, there, a review of the article, and also replies to almost all comments here. Comments there are welcome. Http://coldfusioncommunity.net/citywire-on-woodford-and-rossi-v-darden/#Comments 01:26 on 01 September 2017 Mary Yugo:  Opening statements of all parties in the trial (Rossi, IH, countersuit, and two third parties) -- thanks to "Abd" hxxp://coldfusioncommunity.net/rvd-opening-statements/ 22:26 on 05 September 2017 Mary Yugo:  "The way I read both the linked blog and the actual settlement, Industrial Heat is finished. To say that Rossi is "receiving the license to the E-Cat" is a bit of an understatement because he is actually having the licence returned to him along with all existing hardware and IP - in other words, IH will have nothing." Actually, it is Rossi who ends up with nothing but all the evidence IH was able to generate shows clearly that his devices do not produce energy. They are simply electric heaters. And IH tried to make Rossi equipment work for going on three years with Rossi's help and supposedly his full cooperation which is what they originally gave him TEN MILLION DOLLARS to get! IH still has investment capital and is supposedly working with the most clever people they can find to make LENR work. Personally, I don't think they will but they are hardly "finished." You can get more input on this from Dewey Weaver, an IH principal, who posts discussions in this thread: Https://www.lenr-forum.com/forum/thread/5287-rossi-vs-darden-aftermath-discussions/?postID=70796#post70796 That is a good place to learn what is going on with LENR and IH today and to discuss it pro and con although with somewhat heavy handed pro-LENR moderation. 19:40 on 06 September 2017
p1nkfish
14/1/2018
11:51
Please read below. Big thanks to Abdul-taken Lomax. "Abd ul-Rahman Lomax:  There is full coverage of the lawsuit, all documents and links to analysis, at hxxp://coldfusioncommunity.net/rossi-v-darden-docket-and-case-files/ I followed the case from filing to settlement. I travelled to Miami and attended the trial (Except for one person, one day, I was the only media there.) Many will comment on this case without knowledge, this is the internet. My brief summary: Industrial Heat invested $20 million of their own money (a small group of investors who know each other well) on a long shot. Darden said in a deposition that, if there was 1% chance of Rossi technology being real, it was worth the investment, and, coming from their interest in environmental remediation and protection, their goal was the field of Low Energy Nuclear Reactions (LENR), not Rossi himself. They needed to know. They found out, and by the time Woodford invested, (having committed up to $200 million, so the Woodford $50 million was just the first tranche), whatever has been spent of the Woodford money went entirely into other investigations and was beyond his reach, since Woodford did not invest in Industrial Heat, a United States LLC, but in IH Holdings International, Ltd, a U.K. corporation. This was known to be very risky, with expectations that failing to find a commercial-scale application with only $50 million was likely. They did due diligence and know that LENR is real, but very difficult to control, due to severe problems with material conditions, with theoretical understanding still being in a primitive stage. Rossi's claims were damaging the field, because who wants to invest in scientific research claiming a few watts, when Rossi was claiming kilowatts? -- and there were some scientists supporting the claim (especially a group from Uppsala University in Sweden).. To read Rossi's account to Mats Lewan, when Rossi found out about the $50 million going to his "competitors," he decided he could not trust them, and all relations were hostile from then on, and eventually he sued them (which made no business sense). IH settled for a return of the License and his reactor junk, worthless to them, but allowing Rossi to continue to claim that his technology worked. (Someone who wants to continue believing this is forced to conclude that Darden and others lied under oath, or, alternatively, that Ross never trusted them with the secrets, in spite of being paid for them. Paranoia strikes deep. Even Rossi's friends consider him paranoid and very difficult to deal with.) As to the public interest (which they are not obligated to protect), the roughly $5 million that they are said to have spent on legal fees has allowed the public to know what happened, through case documents, clear evidence that would have been introduced in the trial if it had actually entered the evidentiary phase, filed with pleadings and attested., Future possible investors can see how Rossi treated what appears in the documents, with Rossi aggressively pursuing in discovery every bit of apparent dirt he could find, as an angel investor. Woodford did not invest in Rossi. A small portion of Woodford funds may have been used to help pay legal expenses (IHHI became the sole owner of IH, through stock swaps). The Woodford investment was, and remains, extremely risky. It could take billions of dollars to develop LENR, but, through Industrial Heat, Woodford will have his finger on the pulse of the field and will know when it is appropriate to invest more. They bought, actually IH created, expertise. This could take twenty years to pay off. There is a small possibility that LENR will remain, forever, a lab curiosity, but ... my sense is that this is unlikely. What is unclear is what and how long it will take. 13:05 on 31 August 2017"
p1nkfish
14/1/2018
11:31
TOW: Most interesting - I think PROmis has a better chance than Cold Fusion of succeeding in its field - so if you have time would appreicate your view.
pugugly
14/1/2018
11:16
http://m.citywire.co.uk/money/woodford-tech-holding-settles-battle-with-scientist/a1045121Not sure how I missed this at the time. My guess is it was kept rather quiet as it is a bit embarrassing that he's lost £30 million investing in cold fusion (which anyone who has studied gcse physics knows is nothing more than a scam). Even worse is he had half of his investment through his main fund which is supposed to be proper companies not early stage punts.
the oxford whale
10/1/2018
18:29
Topvest- the portfolio updates normally come out between 15th and 17th of the month. Will be reading closely.
cynicalbear2016
10/1/2018
18:11
Have a look at this company - Very early stages but an interesting and differentiated route https://promisneurosciences.com/ https://promisneurosciences.com/2016site/wp-content/uploads/2017/04/PMN-Fact-Sheet.April_.2017-Vfinal.17.04.17.pdf Precis of reseach Mackie Reseach - "ProMIS Neurosciences has a leading drug in development to address Alzheimer Disease. The drug, PMN310, is based on a new Alzheimer’s theory, and it has the potential to become the best-in-class Alzheimer’s drug. This drug probably has a lower risk profile compared to Biogen’s aducanumab and Pfizer/J&J’s bapineuzumab, which could give a partnering deal sooner rather than later for PMN310. Based on currently available data it is beliweved by Mackie Research Canada that PMN310 should be better than Biogen’s aducanumab, and should have the best-in-class potential to treat Alzheimer’s." At $0.245 closing price last Friday, ProMIS has a $54 million market cap. Mackie Research has a Speculative BUY with a $0.50 target. e7oe - note - All cautions apply - So DYOR - This is not investment advice - but (imo) worth further investigation. Certainly (imo) potentially a more interesting proposition than some of the investments in Patient Capital. If anyone follows up I would be most interested in your views. Declaration - I have a small position. Quote; https://web.tmxmoney.com/quote.php?locale=en&qm_symbol=PMN
pugugly
10/1/2018
17:43
The recent spate of pipeline failures in dementia research is very depressing, probably means one more generation facing this condition without an effective treatment option.
essentialinvestor
10/1/2018
17:37
Thank you TW for drilling down.what an outstanding short - size no problem, tight spread.The NAV comprising so many unrealisable investments bears no relation to reality.Do all those IFAs have a clue what they're invested in? i doubt it.
wantage
10/1/2018
14:17
@ andyj - the NAV constituents will be largely unchanged day-to-day, being unquoted. (So why does he publish daily?) Small movements go with the market. So what seems to be happening is a rising discount to published NAV. Bulls will say published NAV is irrelevant to the potential. Bears will say "Where's the beef?" It's probably fair to say that once he has an asset-changing winner, sentiment will move in his favour for a time. What puzzles me is that he's on record as saying that markets are flashing red on all lights, yet also that his PC holdings have huge potential. These latter will depend on funding to progress, and if markets are weak that will be harder to secure. If markets collapse, it will dry up altogether. For what it's worth, I'm totally agnostic - I just don't have a view on the man or this fund. But he's interesting because he's been a self-publicist and this is his vanity project. Anyone with a knowledge of stockmarket history will be fascinated by parallels and precedents.
jonwig
10/1/2018
13:39
Hovering above all time low as the market hovers close to an all time high. At this moment in time I would have been better asking my cat to walk across the FT and bought what he stepped on.Another leg down will have me selling out and going short.
andyj
10/1/2018
12:03
whale, hTTp://www.bostonmagazine.com/health/2018/01/08/pfizer-alzheimers-cure/ That link will be clickable, you need to change make 'http' to 'hTTp' Some well known US based fund has Prothena as a short
andy
10/1/2018
10:21
See Pfizer have pulled out of all amyloid based dementia research. Doesn't bode well for prothena's research does it? Looks remote that they will succeed where every other company has failed doesn't it? It appears as though the amyloid theory is complete bunkum. Another woodford disaster waiting to happen.http://www.bostonmagazine.com/health/2018/01/08/pfizer-alzheimers-cure/
the oxford whale
10/1/2018
09:43
M, often find your stock specific posting helpful. You also mention when an investment does not go according to plan, so think you are very open about that.
essentialinvestor
10/1/2018
09:40
Small but imo significant move today, and yes, hpgc, may well be the most boring short ever but there is a possibility of things coming to a head here quicker than one might think. hTtps://ibb.co/dDXFSR
pediment
10/1/2018
09:11
I bought in at launch with high hopes and sold out for around 15% gain. If I can manage it I'm guessing there are quite a few others who did similar. As far as I can see he's hoovered up overvalued toxic waste in the hope some of it'll come good. So yeah, I've changed my mind.
jl9
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