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
  0.00 0.0% 33.60 33.55 33.90 0.00 0.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 -3.8 -0.5 - 305

Woodford Patient Capital Share Discussion Threads

Showing 10251 to 10272 of 11725 messages
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DateSubjectAuthorDiscuss
02/9/2019
11:30
considering an investment here, there is a lot of chat on these boards but it seems to be micro analysing other things and i'm trying to get a view of whether this bb feels that a 50% discount to net assets for WPCT is an ok entry point here? thanks
finkie
02/9/2019
11:23
Difficult to read, and infuriatingly out of date, but all the holdings to 30th June are in the Interim Report, quietly released over the weekend & referenced in the Sunday papers stories above. Noteworthy is 17.9% in housebuilders, being BDEV, CSP, CREST, TW, which I don't think has changed. KIE only 0.45% of fund - was significantly higher but massively tanking has helped reduce it. Eddie Stobart was 1.6%, before fall and suspension, a surprisingly large punt. PAY 1.58%, not a bad co IMO. BATS & IMB 2.8% - I don't remember either featuring in "..To 30th June." data previously. IMB he sold out of in WEIF, but still held in IFF. So he's back in to both tobaccos within WEIF. Papers only mention BATS. 5.8% is/was Induction Healthcare, Oxford Nano, Oxford Phama (£0), Proton, Sensyne, Sphere Medical (£0). 11.9% in the worst list of biotech rubbish you've ever seen, dominated by Autolus (2.4%, liked by at least one poster on here) & Benevolent (5%, going to zero some say). Only 0.35% in CIR, again thanks to it falling 95%. 0.5% in AA. 1.3% in BT, not that large a punt as at end of June. 13% in "Financial services" dominated by PFG and IPO, both possibly unsellable - PFG due to Woody having a quarter of it, IPO due to being illiquid sh*te. 1.3% of WEIF is WPCT. 2.2% is the immovable, unsellable IMO HONY. 3.14% of the fund is Industrial Heat. Remember, this isn't WPCT, where the NAV discount accepts that a large proportion is worthless - WEIF values industrial heat as being 3p in the pound, not 0p. (Will have fallen in value subsequently of course, on Link's revaluation). 5% in RAVs (all now sold at big discount) & Sabina Estates, of which there's plenty about above. BUR 6.8%, more like half that now. 1.8% Prothena, recently dumped. 1.75% IAG, arguably Woody's biggest new punt. Endless tiny bio, pref etc punts, as well as quite a few million of currency punts, presumably hedging. Not sure I've learnt much new, other than that IMB should be included in his "BT, BATS, IAG" FTSE100's. Assumption is that he's continued to add to them in past 9 weeks, and possible he's found others to punt on. Very amusing to look at charts since June when he bought - IMB arguably gone up, the rest down with the market. No wonder he wanted to keep them quiet and out of the holdings lists.
spectoacc
02/9/2019
11:03
Not sure many believe he'll reopen in Dec, but fair points. He's setting himself up to keep ftse250's and put cash into ftse100's, which we now know to be BT, BATS, & IAG. All of which, as you say, are likely to go again to meet the redemption flood. He still has plenty of unsellables (HONY, EVE, R2M to name a few), plenty (if not all of the) unlisteds, and with beautiful irony, is about to see a number of his ftse250 punts drop out of the index at next review - and so risk become a forced seller (or double-forced ;) ). Delusional. But still raking in the fees.
spectoacc
02/9/2019
10:46
On WEIF As we have said previously, when the fund reopens, you will see a much more liquid portfolio, but one that reflects the same investment strategy. The portfolio will continue to be focused on undervalued companies, but the majority of them will be FTSE 100 and FTSE 250 index constituents. Neil and the team continue to make progress in this regard. To date, more than 80% of the proceeds from share sales since suspension have been reinvested in FTSE 100 companies. I'm afraid Woodford doesn't have a scooby... If he's re-invested 80% in FTSE100 and presumably most of the rest in FTSE250 he's only got liquidity to pay redemptions from sales of his new purchases. I do not want to be holding any of these shares when his fund re-opens in December. Note to self. Keep some spare cash for plummeting prices on his new FTSE100 stocks in December. Liquditiy is erratic in December and he may find very little market to sell into.
cc2014
02/9/2019
10:25
The two grumpy indigent tykes jonwig/spectoacc are ever so angry today. They're both small-time traders from prime Yorkshire Ripper country and their ropey old team, Leeds Utd., got slaughtered at home by Swansea. LOL
harijan
02/9/2019
10:16
@daffy - the way I read it, Proton breached, then called down WIM, then paid off. So yes - historic stuff, and unlikely the reason for FD of the renamed Rutherford to step down now. Lol @jonwig - have a quick dig on Co House, some interesting stuff on Mr Waite. But clearly "involved" enough to know better. Goes to show the "marks" are often those with just enough knowledge/skill to be a danger to themselves.
spectoacc
02/9/2019
10:16
daffy - think that's juts poor journalism and was trying to connect two unconnected issues as covenants were breached at time of IPO but loans have now been paid off, as you say
cynicalbear2016
02/9/2019
10:10
The Times article says that the finance director of Rutherford Health (Proton Partners) stepped down because they had breached their loan covenants. Wasn't the reason they drew down half of their Woodford commitment to pay off the loans?
daffyjones
02/9/2019
10:07
This would appear to be Alastair Waite btw (the letter above) - Https://tees-life.co.uk/me-and-my-motors-alastair-waite/
spectoacc
02/9/2019
10:06
@Porsche1943 - allegedly FTSE100, and so far BT, BATS, IAG. Only BT seems to fulfil his "UK" nonsense.
spectoacc
02/9/2019
10:03
Im getting nervous about the wrecking ball that is Woodford getting involved /re-positioning the fund into these “ more liquid “ 250 holdings. I am heavily invested in the market, seven figures, I do think alot of it stupidly bombed out and at some point the utter waste of time and effort that is the brexit sxxtshow must end, however Woodford is toxic, if he lands on any of my stuff tempted to get out, he is truly the kiss of death and a pxxs poor delusional investor.
porsche1945
02/9/2019
09:47
Another hilarious masterpiece from rex! Bow Wow. Hee hee!
pete_bane
02/9/2019
09:39
Mi master jonwig wus cryin all over his porrige tooday. "i phukd up teribly with BUR and have no credibilitee nor munny." i not understand. is phuk the same as hump? i never c my master humpin anibody. maybee hes too ugly? woof woof rex t'dog
rexrandi
02/9/2019
09:39
Sorry - fund not find as the last word. Can't edit on mobile device.
goliard
02/9/2019
09:37
I think today's new board appointment makes it more likely that NW will be removed as the manager. I found one line very interesting- "Jane holds 130,000 shares in WPCT"Note this isn't the usual first purchase RNS for a new director. It reads that she already held these prior to her appointment. I wonder how she feels about NW having lost nearly £80k in the find?
goliard
02/9/2019
08:54
couple of points buywell objects to posters copying his use of odes in posts buywell called OPTI down Was quite a while ago And more recently also Yet another correct call Add a jewell on buywell's crown
buywell3
02/9/2019
08:43
The new board member should inject some sense: the last one who had a handle on the goings-on resigned.
jonwig
02/9/2019
08:31
Interesting letter in The Sunday Times in support of Woody, about how he's been unlucky & just needs more time. I've no sympathy with mug punters who believed what Neil says, rather than looking at what he was doing. No one should still have had money in WEIF by the gating. All £3.5bn of it. (IFF more nuanced - no unlisteds, fewer wild biotech punts. But the performance should say it all). Also - seems I was wrong about LLOY being his "Liquid, FTSE100, UK-focussed" punt. He's been buying BT, BATS, & IAG. BT, fine, mostly UK. But BATS & IAG??
spectoacc
01/9/2019
21:52
Jonwig, Just like Purplebricks!
andy
01/9/2019
20:35
Just watching Dragons Den (BBC2) - one pitch was an online business mending clothes which had huge start-up losses. She saw herself as a "disruptor", and was told she had been given too much money to start with, hence had no discipline. A fake disruptor and more money than sense. Rang a bell straight away.
jonwig
01/9/2019
18:39
"Markets are never wrong opinions often are" Jesse Livermore.
tim 3
01/9/2019
17:38
Name me one stellar investment Woodford made 5 years ago when he bought over a hundred different companies? Burford...oops, maybe not.
topvest
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