Share Name Share Symbol Market Type Share ISIN Share Description
Woodford Patient Capital Trust Plc 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
  0.95 3.29% 29.80 29.35 29.80 30.05 28.20 28.55 1,506,870 16:35:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 -3.8 -0.5 - 271

Woodford Patient Capital Share Discussion Threads

Showing 9951 to 9972 of 11625 messages
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DateSubjectAuthorDiscuss
17/8/2019
10:29
Interesting, thanks @daffy. I've said many times that HONY is a major problem for Woody. It trades at a premium, ffs, when most of the rest of them are at massive discounts. It's lucky to see 1,000 trades go through in a day (200 shares on Weds, 69 on Tue, zero Thurs or Fri), and Woody has 8,6100,000 to sell. Invesco hold another 14.2m. HL tell me HONY is on a 9% premium. P2P a c.12% discount and been considerably bigger. Anything similar is on 10-25% discount, not premium. Don't see how Woody can offload these - perhaps 40% below current s/p? HONY's not a bad co, it's done everything it set out to do, it just should be on a large discount. I'd buy any of VSL, SQN, SSIF ahead of HONY, all at fat yields and large discounts.
spectoacc
16/8/2019
19:58
The crisis surrounding Neil Woodford has put paid to a merger between two London-listed finance companies. Sky News has learnt that Honeycomb Investment Trust and P2P Global Investments have abandoned talks about a‎ £1bn tie-up in recent weeks because of institutions' concerns about the combined company's exposure to Mr Woodford. Woodford Investment Management (WIM) owns about 22% of Honeycomb and is understood to have been keen to see the deal with P2PGI complete. The transaction had been engineered by Pollen Street Capital, the manager of both investment trusts. It was to have been structured as a takeover of Honeycomb by P2PGI. Several of P2PGI's shareholders understood to have believed they were being asked to overpay for Honeycomb given the so-called Woodford 'overhang'. One fund management source said that Aberdeen Standard Investments and Premier Asset Management had objected to the deal, forcing it to be aborted.
daffyjones
16/8/2019
12:49
If Woodford had started a hedge fund and shorted all his shares rather than buying them he would have made an absolute fortune!!!
tim 3
16/8/2019
12:42
RC Brown among consortium that tapped Woodford for bargains RC Brown Investment Management has been part of a consortium of institutional investors that has approached Woodford on two holdings in the past two months, as the beleaguered fund manager sells down positions. Manager Oliver Brown said: “The market knows that Woodford has some big holdings in some small and mid caps and we know he’s going to have to look to raise money due to his fund being suspended. Brokers, certainly the week after the fund was suspended, were running around like headless chickens really trying to bid Woodford for stock.” He noted the potential for a “double discount” on certain stocks because the “Woodford overhang” has already depressed share prices and there is the potential for them to be bought cheaper than their current trading value given Woodford is a forced seller. As a result the fund has increased its position in tenpin bowling operator Ten Entertainment and doorstep lender Morses Club – two stocks taken directly from Woodford since the fund was frozen. The fund bought Ten Entertainment last month at 212p at a time when they had been trading around 225p. They are currently trading at 240p. In July Morses Club was trading at around 150p and Brown was able to purchase shares at 130p. They currently trade at 129p. Other stocks in Woodford’s portfolio that look attractive to Brown include Eddie Stobart, which Woodford Investment Management owns 22.8% of. Another is Card Factory. Elsewhere, Brown said Countryside Properties could be attractive as long as RC Brown and other investors could take Woodford out of the position entirely. Loans lender Amigo Holdings is a “volatile company” but could be attractive at the right price, he added. He added: “We’re buying companies that we actually think are the perfectly good companies but the primary opportunity in this case is what we call a forced seller and we put Woodford in this camp.” Https://portfolio-adviser.com/rc-brown-among-consortium-that-tapped-woodford-for-bargains/
daffyjones
16/8/2019
12:20
Could be PURP or PFG or AUTL, PRTA, TBPH. Or Proton. I wouldn't rule anything out!
ltcm1
16/8/2019
12:17
If you are sailing If you are sailing far away across the sea if you are sailing if you are sailing in investment vessel WPCT If you are sailing If you are sailing stormy waters ahead I see if you are sailing if you are sailing rocks a'starboard at 40P
buywell3
16/8/2019
10:46
LOL 'dog of the day' - I like that! It's only 11.46 Dr!
ltcm1
16/8/2019
10:45
I get the feeling Woodford's got a few more scandals to come out yet. Maybe one of the ex staff will spill the beans. Has Woody got a private jet??? Reckon he might be needing it by lat autumn!
ltcm1
16/8/2019
10:41
4d pharma down 12% - Woodfords dog of the day
dr biotech
16/8/2019
09:42
Looks like normal service has resumed, .28 is where I see these ending up. Feeling generous. Marshall Wace increasing short bets against HL, obvi expecting some slapping from authorities over scandalous keeping of a shixe fund like weif on a buy list for two years in their rather than their investors interest.
porsche1945
16/8/2019
06:57
If you're talking WPCT @RCT2, it's all in posts above (I'm talking WEIF). Nobody but Link believes the NAV IMO. Don't forget the OD too, due for renewal in Jan. Looking forward to hearing what Woodford's WPCT Board do next - and the potential kitchen-sinking. Maybe they should appoint Barnett? ;)
spectoacc
16/8/2019
06:40
What would be very interesting to know is how the NAV breaks down between listed and unlisted investments and how much capital is committed to future fundraising rounds for the unlisted shares. I can see a situation where the NAV is massively overstated here, once the true state of the assets is known.
rcturner2
16/8/2019
05:35
Not the best market to try to flog large amounts of Benevolent AI, Industrial Heat, Oxford Nano etc. They all have to go. Did anyone believe "ungating in December"?
spectoacc
15/8/2019
21:37
Titter ye not :).
ltcm1
15/8/2019
21:36
Prothena - the Dublin disease busters down to 7.60! Autolus plunged 5% to 10 bucks. How on earth is Neil going to get out of his heavy holdings???
ltcm1
15/8/2019
14:43
daffy - Thanks - re overdraft . Must have had too much for lunch - eyes not working correctly - typing wrong (mea culpa) Memo self - must check before posting!!!!
pugugly
15/8/2019
14:34
The NAV is 79p. That takes into account the overdraft but not future liabilities. 44p is the share price, not the NAV. The share price reflects only what people are willing to pay for the shares .
daffyjones
15/8/2019
14:22
Not holding but can any regular followers advise if nav - today 44p is before or after deducting liabilities - eg:- overdraft and any other liabilities - Should of course be after deductions BUT no confidence in any accounts these days!!! Thanks in advance.
pugugly
15/8/2019
11:40
Just looked at ITX's revenues and losses - think I'll pass. Also Woody out at 1.10p, reluctant to pay 1.75p. Still cursing not being able to get in on his RAVC and RAVP sales.
spectoacc
15/8/2019
11:25
Heads up ITX 52 week high 8p... 155m volume incredible vs 260m shares in issue... woodford bought this originally at 70p levels... ITX Directors buying millions this month.. see a big move to 4-5p levels soon
timw3
15/8/2019
10:16
kpo115, contributors with a consistent track record of either getting things spectacularly right or hopelessly wrong are extremely valuable resource.
erogenous jones
15/8/2019
09:50
daffy - Jupiter declared 15.6% on 9 July, inherited from Woodford. They don't appear to have sold.
jonwig
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