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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 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 11326 to 11346 of 11725 messages
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DateSubjectAuthorDiscuss
25/10/2019
06:33
Citywire says there were lots of willing managers of the trust, Schroders won a competitive review: https://citywire.co.uk/investment-trust-insider/news/defiant-patient-capital-soars-29-as-schroders-steps-up/a1285102?ref=investment-trust-insider-latest-news-list Analysts are mixed, from 'buy' through 'hold' to 'sell'.
jonwig
24/10/2019
22:35
He could have invited them in and come back straight after easing himself. If he has assessed companies to have significant value growth he has to be extremely honest and transparent and reproducible quarterly
excav8
24/10/2019
22:18
He liked like he needed to go to the toilet desperately
smcni1968
24/10/2019
20:45
Can advfn admit that Panorama last night showed that Woodford was not prepared to be interviewed on this Trust. The main question is if valuations for the companies within are sound and bankable?
excav8
24/10/2019
20:39
SP has a story which, if only half true, is gut-wrenching. It suggests that WIM will have made £25m in year to 31/03 and paid the lot out in dividends to NW and CN. If liabilities (redundancies, etc.) were then settled, WIM could be wound up before Christmas and wouldn't need to file any accounts for the year past. You could say they've done a runner. His sale of WPCT shares to settle a tax bill looks even more incongrous.
jonwig
24/10/2019
19:51
Yes, trouble is that will cause problems with the debt.
topvest
24/10/2019
19:48
They aren't taking fees for a while. I reckon they may 'kitchen sink it' before properly declaring it a Schroder branded fund.
chinahere
24/10/2019
19:39
Maybe very deeply hidden! Call me old fashioned, but can anyone name a WPCT portfolio investment that is due to make a profit and positive cash flow in 2020?
topvest
24/10/2019
19:30
Schroders would have gone into this with their eyes wide open and presumably think their targets are achievable - and their targets have used a base of current NAV. Not rushing in to buy, but perhaps there is more value hidden inside than we thought.
dr biotech
24/10/2019
19:18
I’m genuinely surprised that Schroders want to be associated with this disaster. The downside is much worse for them than picking up a few million of fees. Schroders are a class outfit, which is something definitely not associated with WPCT. It’s obviously really good news for WPCT and maybe indicates that there may be some value. For those still owning shares, what a lucky break and another fantastic opportunity to exit for some value. I suspect there is a big portfolio write down coming before Schroders start charging their fees. Maybe the plan is to raise new equity and use this as a technology vehicle for Schroders. Maybe trying to catch up with Baillie Gifford? If I was a Schroders shareholder I wouldn’t be impressed.
topvest
24/10/2019
18:11
I’m genuinely surprised that Schroders want to be associated with this disaster. The downside is much worse for them than picking up a few million of fees. Schroders are a class outfit, which is something definitely not associated with WPCT. It’s obviously really good news for WPCT and maybe indicates that there may be some value. For those still owning shares, what a lucky break and another fantastic opportunity to exit for some value. I suspect there is a big portfolio write down coming before Schroders start charging their fees. Maybe the plan is to raise new equity and use this as a technology vehicle for Schroders. Maybe trying to catch up with Baillie Gifford? If I was a Schroders shareholder I wouldn’t be impressed.
topvest
24/10/2019
17:11
Yes, but they get to choose the investments. They don’t go down the local fair and play lucky dip. Unless, of course, they sell the WPCT investments to some other Schroders fund at carrying value, and put something decent in there instead! They could even hire Neil to advise them on that (the off-market swap, that is).
chucko1
24/10/2019
16:44
Comments on this FT article suggest Schroders have picked a winner, as they already have a division which fits (Adveq). And £1m a year for doing ... not a lot! "With USD 10 billion in assets under management, Schroder Adveq focuses on specialised investment solutions that provides our institutional clients access to select private market segments through primary, secondary and direct/co-investments." https://www.ft.com/content/6e8e2e26-f627-11e9-a79c-bc9acae3b654
jonwig
24/10/2019
15:15
Although I am ‘transitioned’ to this new board, just to let you know - I’m still laughing.
chucko1
24/10/2019
15:10
EJ - I created it on PBB, but daffy's link shows it's also FBB.
jonwig
24/10/2019
15:10
Ok - I've deleted the post - can't believe its offended someone! :-)
skinny
24/10/2019
15:06
Skinny - yup, that's what I did. I can't ban blue users, it's up to each to filter. Dr B - I imagine come December, we'll have another EPIC so another thread anyway!
jonwig
24/10/2019
14:53
New thread here Https://uk.advfn.com/cmn/fbb/thread.php3?id=45115266 but seems silly to move just because of the Ant's juvenile postings. They'll drop off the header eventually - usually just takes a few days.
daffyjones
24/10/2019
14:45
Shame to move as whilst this thread had some..erm characters it was generally quite good. Or at least it had little spamming. Question is will the new management still use link as the “independent values” or will they change tack and when? We all look forward to seeing IH’s new price.
dr biotech
24/10/2019
14:25
Hello. This makes more sense.
chucko1
24/10/2019
14:04
Thank you j.
clocktower
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