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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 00:00:00
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 10451 to 10470 of 11725 messages
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DateSubjectAuthorDiscuss
18/9/2019
15:12
I say, chaps! PJJ71 - Yarooh! - ten up-votes coming up for that. Freebies at the tuck-shop, sir!
jonwig
18/9/2019
14:07
Discount to NAV narrowing swiftly... Well Done Neil!!!
pjj71
18/9/2019
07:29
Maybe the point about Temasek/BAI is this: "We want to invest $1m. We can buy 100k shares at $10 or 200k shares at $5. The previous valuation is irrelevant to us and we know Woody is a forced seller. His shares will find a buyer quicker at $5 than $10."
jonwig
18/9/2019
06:50
The online FT is free to read today. The archive goes back a long way!
jonwig
17/9/2019
18:23
I don't think you can equate Temasek with Woody..... they've been around for nearly 50 years and manage a portfolio worth a cool $313 billion....
scrapheap
17/9/2019
16:16
@jonwig - good point - he has to sell the full Benevolent holding out of WIM. To whom, and at what price? Perhaps Temasek have done him a favour here - he's now selling a stake in a co with a more supportive shareholder, and that now doesn't have an immediate need for more cash. Pity the same can't be said of the other unicorns/unlisteds. Have to say, I'm far from convinced by Benevolent - a definite "hope" stock, but we'll see.
spectoacc
17/9/2019
16:02
Temasek are nobody's fool - that's a serious investor with v deep pockets to have on board.
scrapheap
17/9/2019
16:01
thank you for clarifying that I see what you are saying!
scrapheap
17/9/2019
15:41
Blimey.... they have found a bigger fool to invest in the cash guzzling BenevolentAI. That's obviously what has been behind the recent increase in the WPCT share price. Gives both companies a bit of breathing space.
topvest
17/9/2019
15:01
On the initial news of the NAV cut, the share price fell to 40p. It’s now 46.75p. This might suggest that the discount is as far as the market feels it needs to be, and that the 50% cut to Benevolent AI was pretty well as expected. Were that to be the case with other large holdings, therefore, we might see the current trading range holding. Except IH is likely a 100% bust and other issues of trust are likely to arise given the exceptionally awful quality of the WPCT BOD. Offsetting that is the chance that somewhere, by chance or otherwise, WPCT has some Ace in the pack. Can anyone think of one?
chucko1
17/9/2019
14:32
Has the write down been based on the temasek subscription implied value.. If so that's likely to be overly harsh I'd have thought as new money will nearly always come in at a discount.
scrapheap
17/9/2019
14:24
Just now: Further to the announcement by the Company on 12 September regarding the revaluation by Link Fund Solutions Limited ("Link") of one of the Company's holdings, the Company is now able to confirm that it is BenevolentAI. The Company notes and welcomes today's announcement from BenevolentAI regarding the investment of $90 million from Temasek. The capital raised provides funding for its next stage of development and introduces a new, high quality, long-term institutional investor.
jonwig
17/9/2019
13:14
They may indeed be bright enough, but the emotional attachment is usually a stronger force. Not helpful for the bank balance.
chucko1
17/9/2019
12:27
Have to laugh at the WPCT reaction to "4p more off the NAV" being going up a penny over the following few days. Surely shareholders are bright enough to think "what other nasties are lurking", rather than "maybe that's the NAV kitchen-sinked now".
spectoacc
17/9/2019
07:09
Good call on ALM @Jonwig.
spectoacc
16/9/2019
18:44
DBAY will probably buy Eddie Stobart. They have a track record of turning around logistics companies.
topvest
16/9/2019
15:39
@Dr B - they've had a bid approach too tho (ESL), tho no price given. STOB own a chunk of ESL too - is Woody still in STOB? Typical Fat Bloke Finance Woodford - own something that owns some of something that you also own something of. CIR/Autolus, IPO/many, ALM/several. Woody's ideas clearly so good, he wanted multiple exposure to them. @topvest - January seems the key time. WEIF will have (lol) sold off all its unlisteds, giving a much clearer Not Asset Value to WPCT. The OD will be up for "renewal", and in theory well on the way to being paid off (*cough*). Rutherford may or may not have finished its calls on WIM (not sure how Woody gets away with making them from WEIF, when he's promised to sell all unlisteds - instant losses for gated-in WEIF shareholders). The 9% of WPCT held by WEIF should also have been sold by then (no longer FTSE350 so doesn't fit with his new promise - tho since when has he ever), and will be the time to look at the unlisteds percentage limits (should be OK, most will have been written down savagely) & also the gearing limit (uh oh). And maybe, just maybe, the spineless, toothless, ship-jumping, stable-door-closing, hollow-suited WPCT Board will have ditched Woody, the failure's failure, by then.
spectoacc
16/9/2019
12:22
Eddie Stobart group issued a less than positive statement today. Shares are suspended but they essentially issued a profit warning and are looking at raising more cash. Woodford holds about 20%...
dr biotech
16/9/2019
10:06
Blimey, published NAV now 69p. Still a work of total fiction, but starting to respect the laws of gravity. I'm sticking by my 10-20p return (at best) and quite possibly zero. The share price still offers a great exit versus intrinsic value in my view.
topvest
16/9/2019
09:10
The rate the NAV is crashing this will barely be able to pay for the Board soon... lets hope a white knight takes it over soon... what a dog
pjj71
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