Woodford Patient Capital Share Discussion Threads

[brummieloser] 11/5/2018 11:57

Yes, obsessive and a little bit nuts, I would say.

[littleweed1] 11/5/2018 11:49

Yet more repetition, Tom. A whole year of it! Doesn't have any effect, though, does it?

Frankly people are pretty sick of it and I would guess that nearly all the posters who are not you, have filtered you by now. You're only preaching to the choir which is down to a mere quartet by now, I would guess. But productivity and efficiency have never been your forte have they?

[ltcm1] 11/5/2018 10:39

LOL. Funnier than KPO115 and his 14 other identities!!!

It doesn't alter the fact Woodford is selling leveraged snake oil though. 200 million of cash burnt already. The KLF would be proud of him!!!

[careful] 11/5/2018 09:58

just read your post itcm1.
It is honest of you to recognise your urgent need for some of your dad's BS repellent.

[wantage] 10/5/2018 20:38

TOO STRONG.
No point posting relevant facts.The proof's in the pudding.Cult of personality too strong.'It'll come right
in-the-end syndrome',too strong.Fantasied future profits from unrealisable projects, too strong.
Difficulty of those clinging to unrealised losses accepting reality, too strong.

However, denial of reality only an option for so long, until it becomes too strong.

[daffyjones] 10/5/2018 18:44

Minerve started it! Suppose BT a good example of bagholding whereby people stubbornly cling to failing shares desparately thinking the worst must be over and the only way is up from here. Curious to know why Woody is still clinging on to PFG and PRTA.

In other news Capita went ex-rights today.Share price closed at 128.55 so a reasonable profit for those who participated

[lewis121] 10/5/2018 13:22

Forgive me, why are we talking about BT?

[minerve] 10/5/2018 11:05

BT has been a turnaround share for the last 2/3 years. It is structurally failing when the sector needs companies with unconstrained cash generation to acquire market share via acquisitions and marketing and buy content at inflated prices. It also has a legacy pension noose around its neck. I could be wrong but I'm 2/3 years on advising bearish on BT which was, and looks like it still is, 'on the money'!

[saltraider] 10/5/2018 11:04

Double-post ... text deleted.

[saltraider] 10/5/2018 10:55

Turnaround situations offer interesting possibilities.

I hold RR., BARC and TSCO. Tesco is returning me a tidy profit. Barclays seems to be on the up, has an activist investor on board and is looking to buy back shares ... I have small gains so far but I think the outlook is good. Rolls Royce is still in the doldrums but has a plan, is progressing well with its implementation, and I like the management team ... I'm hopeful.

In any case, two out of three ain't bad.

After today's news, I think I'll take a look at BT. Boring businesses with lots of room for improvement can make very good investments.

[minerve] 10/5/2018 10:37

careful

I wouldn't hold too much onto that BT dividend if I were you. They MAY come good. Who knows? How many years in the waiting though? As I say, opportunity costs. Good luck on watching the paint dry.

[careful] 10/5/2018 10:11

It takes two to make a market the saying goes.
I bought more BT today after studying results.
..and trying to predict what will happen going forward.


Hoping my risky punt on WPCT will turn out well and cheer me up.

[minerve] 10/5/2018 10:01

BT are a shower. Why waste time with a company that does not understand the values of customer service, in a complex and rapidly changing market, with big new entrants and the chase for vastly over-priced content?

No disrespect but it seems a bad choice to me careful. Opportunity costs. The only reasonable return on BT is a break-up/sell-off which may not happen and is a little empty investment IMO if this doesn't happen.

There are many better shares out there, without the headache.

[careful] 10/5/2018 09:56

I hold BT, one of my larger holdings.
WPCT is a relatively steady investment today.

[ltcm1] 10/5/2018 09:17

Down 1 1/2 pence already today. Woody needs a near 40% rise just to break even!!!

[lewis121] 10/5/2018 09:02

Does anyone know where Woody has parked the £50 mill he bought in Kier group a month ago? Can't see it yet in either of the income funds.

[saltraider] 09/5/2018 23:28

This small day-gain was clearly not nearly enough! The noise is still there ... just as irritating and randomly useless as before.

[minerve] 09/5/2018 22:18

Quiet!

We are trying to grow something here!

[saltraider] 09/5/2018 22:15

The day-to-day price movements don't really mean very much to me. But, to be honest, it would be good to have a small run of daily ticks-up ... just because it would keep the noise down.

[topvest] 09/5/2018 21:28

LOL - if you think 75p is roaring ahead at the top of a bull market, then you should be more careful!

[liquidkid] 09/5/2018 15:50

Muskford the tech investor Gru still in the the most bought by weirdos & orphmrons
WPCT number 3 for march
slips to number 4 for april



2839 'apparently zero knowledge of the basic WPCT concept'
2826 most of it eg 'impossible to value WPCT' 'gains spectacular' ...imagines a number.
2834 very high risk investment (with an enormous potential upside)