Woodford Patient Capital Share Discussion Threads

[ltcm1] 03/6/2018 12:56

It is plain as can be there are a number of Woodford insiders attempting to subvert any meaningful discussion on this thread.

Minerve is a seasoned investor who has run companies chuckol. Perhaps you should get back to your Genesis LP's.

[minerve] 03/6/2018 12:19

"This is the WPCT thread and none of you know enough about investing to say anything sensible about this kind of share."

Really? Says who? You? LOL

[ltcm1] 03/6/2018 10:00

A less than flattering article in the ST today about Woodford's relationship and backing of Andrew Tinkler in the Stobart dispute, a position that is at odds with Investec.

[dr biotech] 03/6/2018 09:27

Fwiw and I realise it’s not a lot, I sold most of my weif over 5he last year and have no position here, but it’s one I watch

[iq151] 02/6/2018 13:30

Oh my, what unfeasible nonsense we have to put up with on the Winniforth threads.

Next, no doubt, there will be a post under the 'topvest' pseudonym claiming that he makes most of his money playing the hurdy gurdy on the street corner in Shoreditch, accompanied by 'dafty jones' playing an organistrum.


Obviously dafty also has a fine countertenor voice, the best this side of Pontypridd.

[chucko1] 02/6/2018 12:28

ltcm1, not often I say this, but you’ve totally lost me here.

Jazz makes me want to go and boil my head (rapidly).

Actually, my kids do talk to me, but very far away is the subject of music. I think that is what you implied.

But I would say this - there is more to my boring musical genres than meets the eye, but you have to explore (some would say you would have to be either a nerd or a hippy to start, but that’s a different matter).

[ltcm1] 02/6/2018 09:56

Classic rock. What is that??? Elgar playing an electric cello or something??? No wonder your kids ain't speaking to ya. You could at least get some jazz and hip hop.

Do yer girls dig Tim Bergling chucko???

Talking of Acid House - that Voodoo Ray was a top choon back in the day.

[hugepants] 01/6/2018 18:17

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[ltcm1] 01/6/2018 15:59

It's just a number kpo, like Woodford's >2% growth forecast.

What isn't stated above is that I have a fine collection of progressive house music and all my daughter's friends rate me 'supercool'.

[careful] 01/6/2018 13:54

I thought Scott was trapped in his tent, 11 miles from home.

[epo001] 01/6/2018 13:40

Was that the Walter Scott who had his dog shot by Jeremy Thorpe?

But it was Shakespeare who wrote "We will fight them on the beaches ..."? Been a while since English Lit O-Levels.

[careful] 01/6/2018 13:29

but how do know it is him?
you must be guessing.

[kpo115] 01/6/2018 13:22

"Oh, what a tangled web we weave
When first we practise to deceive!"

Winnie probably thinks that was Shakespeare, but in fact it was Sir Walter Scott........


Winnie wants us to believe that he is not the only one who thinks those curious unsophisticated thoughts on investment matters.

[1tcm1] 01/6/2018 13:16

Do you know, careful, I've often asked myself that! Can't give a sensible answer, I'm afraid.

[careful] 01/6/2018 13:13

kpo
you confuse me.
keep it simple, but why do you suspect that this bloke Winnie uses several different names to post on this thread?
What would he hope to achieve?
Why not use one name?

[ltcm1] 01/6/2018 08:30

And yet the major tech innovation is in Cambridge, Scotland, Wales and London. Perhaps NW is in Oxford because there are a lot more horses than in the smoke???!!!

[jonwig] 01/6/2018 08:23

topvest - "The City" in general is unfriendly towards CW. Setting up in Oxford was partly to be near the action for tech and pharma, but also to put space between him and the establishment. But the main gripe was the fee-free structure at WPCT. Had he succeeded (he still could!) he would have been quite destructive of the standard mentality. The FT also mirrors that point of view.

[ltcm1] 01/6/2018 08:23

Woodford has yesterday tweeted out 'We believe UK economy will exit 2018 growing >2% - that will come as a major surprise to a downeat consensus.' Yet Barclays have yesterday tightened their lending critera, citing low UK growth and Brexit risk.

Just saying yo that if the 'crowded consensus' turns out to the the wisdom of crowds after all, Woodford is going to be in trouble on the income side and a cascade of redemption driven selling could see cross holding collateral damage visited upon WPCT.

There are only so many ways of re-arranging the chairs on the Titanic.

[chucko1] 31/5/2018 21:07

topvest, given the respective holdings, I would argue that it is perfectly reasonable to have rather different recommendations. When I say perfectly reasonable, what I mean is that it is not “clearly unreasonable”.

That said, I would favour the Income fund, if forced to state a preference.