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
  -0.70 -2.04% 33.60 33.55 33.90 34.75 33.00 34.75 1,890,889 16:35:14
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 11426 to 11445 of 11700 messages
Chat Pages: 468  467  466  465  464  463  462  461  460  459  458  457  Older
DateSubjectAuthorDiscuss
01/11/2019
16:34
I fear you're right about how well Labour might do, and the prospect of el generalissimo Corbyn. "Coalition" too strong a word for Lab/SNP - a "keep out the Tories" supply & confidence deal. Would Sturgeon take a 2nd EU ref instead of another Independence one? You bet she would, if the alternative is Boris's deal or No Deal.
spectoacc
01/11/2019
16:31
Specto - a Lab SNP coalition is about as likely as a Con Lib Dem one, it ain't happening! I mean if Scotland got independence it would mean the Tories would have the balance of power nearly all the time. Labour needs those Scottish seats!!! Corbyn could be PM but it won't be a coalition, it will be a very tricky situation I think. Labour seem to have made a good start, I can see their pitch of jobs and cracking down on landlords holding up well. Boris is vague on financial matters and Javid is unlucky in that he hasn't had a budget so is not that well known among the public. McDonnell has good ratings with the public too and is a smart operator. An NHS crisis could trip the Tories up. Also they have purged so many big hitters the Labour front bench are starting to look like the grown ups in the building, a quite different look to 2017.
ltcm1
01/11/2019
15:43
Where's today's nav? Is it monthly only now???
scrapheap
01/11/2019
14:31
LD can't tie with Con IMO, Brexit polar opposites. 16/1 on Labour majority but only 9/4 on Corbyn next PM. I think Labour will be largest party (no majority) & a Lab/SNP coalition, with a 2nd ref. But a week is a long time in politics. If we all said WEIF and WPCT holders deserved what they got, having had so many warnings to exit, that applies double to anyone left in IFF. Saying that, wasn't expecting that one to gate. Also, read today that Schroders are only taking on WPCT "..By the end of the year", I'd thought it was imminent.
spectoacc
01/11/2019
13:36
I agree, I dont think this election quite the foregone people seem to think, may well in fact be a strong liberal revoke brexit vote, could be another lib/con tie up.
porsche1945
01/11/2019
10:02
CRST off 5% more today. IFF holders are going to be in deep trouble if the comrades get in - which I think they may well do. Housebuilders and sub-prime!
spectoacc
31/10/2019
20:34
@Minerve2 - thought it would be off a lot more on that t/s tbh, was full of management speak and "we're creating so much value", followed by some gumpf about Brexit and "Oh, things have gone a bit wrong". Interesting how they're seemingly the only housebuilder to be struggling. Not looked at the balance sheet but the housebuilders are all very lowly rated - if you believe these histrocially high margins are sustainable. 13 paragraphs in to that trading update - sorry, "Strategy and Trading Update" - before any nasties. The comment about combustible cladding seems particularly concerning - has that really only come up now? Is it comprehensive? "FY2019 Trading Update During the second half of FY2019 the Company has experienced a volatile sales environment in some of its regional businesses, driven largely by ongoing customer uncertainty relating to Brexit and the economic outlook in the UK. This has been felt most acutely in some of the legacy London sites and accordingly an adjustment will be made to some of the carrying values of those developments to reflect current market conditions of approximately GBP10m. As a result of the impact of market conditions on underlying sales rates and the adjustments taken with respect to its legacy London sites, profit before tax for FY2019 is expected to be in the range of GBP120m-130m. In addition to this, the leadership team has also considered the latest Government guidance notes in respect of combustible materials, fire risk and protection and regulatory compliance on completed developments. As a result it is considered it appropriate to record an exceptional charge in the year of approximately GBP17m." Agree the numbers - in the scheme of things - are minor, but just the exceptional charge takes a further c.15% off profits.
spectoacc
31/10/2019
17:08
Specto Crest yields c10% if you've been invested for a while and it is up around 20% this year. ROE and ROCE are both around c17% on a NAV close to 1 which means you are getting those returns as an investor and it has no net debt and a land bank with a Gross Development Value of about £12Bn when its market cap is about £1Bn. I think Crest is a worthwhile investment and that 5% off today is noise. So analysts expected more? Who cares?
minerve 2
31/10/2019
16:37
Woody's XSG taken a bath late today I see, on a fundraising at 1p to raise £5m. But as with many of his picks, only a rounding error now, having fallen so far. Woody's investors will have lost far more in the 5% off CRST today.
spectoacc
31/10/2019
08:59
Couldnt be worse for weif holders, the brexit sxxtshow/election rolling on for more months will only serve to suck the life out of uk facing investments that the fund is stuffed with, right before the holdings start getting sold down in Jan. You have to say, the luck of those poor investors is biblically bad.
porsche1945
31/10/2019
08:09
Agreed, and with far less oversight now it's all hidden with BlackRock/Link. I'm already struggling to spot the RNS notifications. And is BlackRock incentivised to realise the maximum amount, as fast as possible - or is the incentive really to keep the fees rolling in?
spectoacc
31/10/2019
07:52
@tim 3 - WIM did have a plan, it was to sell all the liquid stuff and hope the redemptions stopped! And the FCA's plan was seemingly to ignore it. Remember those stats from Link about how long various % of WEIF's holdings would take to sell - shocking. Even now, there's talk of up to 3 years to dispose of everything.
spectoacc
31/10/2019
07:36
Incredible that the FCA can blame KCC for doing what they are fully entitled to do. Surely any responsible fund manager would have a plan in place if a large investor/investors sell up.
tim 3
31/10/2019
07:23
Is that a p/w from CRST? Big Woody holding in both WEIF and IFF. About to lose some of those recent housebuilder gains..
spectoacc
31/10/2019
07:12
@chucko1 - TW threatened to sue me once (admittedly some 20 years ago), so you'll forgive me for my feelings towards him! Yes, I'll give him some credit for attacking Woodford, but I didn't know about that until I read the other WPCT BB. The tip sheet boys are generally all highly dubious IMO - we all know who they are.
spectoacc
30/10/2019
17:06
Poacher turned gamekeeper. No crime in that no matter how hatable some feel he is.
chucko1
30/10/2019
15:44
@daffy - I'd thought IFF was already getting wound up, had missed that. To be fair, should be the easiest to manage - only a smattering of useless Woody junk, and tho over-concentrated (housebuilders and sub-prime lenders), they're at least mostly liquid. New manager would make sense, particularly since most "investors" have had the opportunity to move already, so no cliff-edge redemptions. Re FCA - find Bailey's excuses pathetic, but at least he's little to no chance of BoE top job now - unless they're desperate to move him! WEIF was c.£3.6bn when Kent asked for their c.£280m - what was it at peak, £10bn? Or did that include Woody's mandates? And a chunk of the drop was his poor investment performance. Still - Kent CC clearly the straw, not the cause.
spectoacc
30/10/2019
14:27
It's time to buy. I expect this to zoom past 100 soon. I'm putting all my savings into it now...I'm filling my boots you all should too.
masterinvestor1
30/10/2019
12:20
This thread has long ago gone to the dogs. Incredibly boring and repetitive.
iq151
30/10/2019
12:10
Link have issued an update on the Income Focus fund which has been suspended for the last two weeks. It's going to remain suspended and they are exploring the options of either getting another fund manager to take over the fund, or facilitating a transfer of the funds assets into an existing fund in return for WIFF investors receiving shares of that fund. If neither of these are viable the fund will be wound up like WEIF. Https://incomefocus.linkfundsolutions.co.uk
daffyjones
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