Woodford Patient Capital Share Discussion Threads

[ttg100] 21/12/2017 13:25

still 7+% discount to nav
am trying to be patient !!!!

[brahmsnliszt] 16/12/2017 07:41

Looks like I was right to be concerned.The Oxford Whale - 10 Jul 2015 - 17:54:53 - 224 of 1407 ::: WOODFORD PATIENT CAPITAL TRUST ::: - WPCTI remember the days when you were punting big bucks on the likes of qpp brahms. Now I see you on here getting "uncomfortable" about a couple of %. Man up ffs."

[p1nkfish] 16/12/2017 00:42

Oxford Nano can easily be worth >1.2Bn £.
Always wondered why it's used in non-lab environs?
Think about it, even in space and the jungle.
Why? Think.about it for a while?
Is the world in a lab?
How about moving the lab into the world?
The ambition is big and they are getting there.

[minerve] 15/12/2017 12:45

I founded a company that first listed on OFEX. I know ALL about small company investing, its capital requirements, valuations and everything else there is to know about start-ups etc..

Ignore me if you like. Your loss.

[minerve] 15/12/2017 12:42

kpo115

My investment here made about 14% return. I sold out and haven't bought back in. As far as my investment performance here goes: I make yours look sadly lacking.

So shut-up and start to learn from those that actually know what they are talking about.

[rackers1] 15/12/2017 12:35

Kpoo .....18 pct down since inception in a bull market. Who is the true loser here I wonder.

[kpo115] 15/12/2017 12:33

They keep on coming, those know-everything small unsuccessful "investors" stung almost to death by their own incompetent timing. The last/fourth is, of course, the biggest loser and the most incoherent poster on this whole thread. LOL

[harveydee] 15/12/2017 11:20

Oxford Whale - I read the seekingalpha article and note that it was written by people who are not currently long or short in wpct. For me this report was a devastating final straw and I am in the process of selling all but a tiny rump of my holding here, having remained a "true believer" since launch and despite the horrendous errors made by NW. This report shows me yet again, in a way that can no longer be ignored, that NW is part of a bubble when it comes to his biotech investments - very dodgy valuations of private companies, which get ever dodgier with each new round of funding from the same small group of backers. NW has made the problem even worse by holding funds like IP Group and Touchstone, Allied Minds, and then also investing wpct directly in some of the same companies. NW is utterly, completely and totally out of his depth in this biotech arena. It's unreal how bad his judgement has been. And if Oxford nanopore is as bad as this report says, then that just cements his disastrous reputation as a biotech stockpicker. I also think, btw, that he has backed a total dud in the fintech space: Atom Bank is dire, with an almost unusable app. He could have backed so many others in this space but picked this one. And notice how its "valuation" keeps rising with every new cash injection from NW et al.

[rackers1] 15/12/2017 11:11

the thing with this listing is that there really is very little to defend it.
The historical price action tells us all we need to know.

downticks coming

[the oxford whale] 15/12/2017 11:01

Person talking their own book shocker! Care to link my posts where I've been bearish on this and the price the share was then (hint: it is significantly higher than the 82p today)PS anyone else notice how any pro woodford post on here gets at least 7 rate ups within minutes of being posted? It's almost as if there's one person with an army of sock puppets posting this stuff. Very curious.

[kpo115] 15/12/2017 09:45

Quite right, truthteller. This is what The Oxford Whale said when the shares were actually at the top. Unsuccessful small investors are so often strangers to the truth.



"The Oxford Whale - 05 Aug 2015 - 17:06:41 - 282 of 1407::: WOODFORD PATIENT CAPITAL TRUST ::: - WPCT
Got no problem with people selling, what I do dislike however is people crowing about their sales thinking they called the top, or even in some cases actually trying to deramp this share, particularly as this is clearly a long term investment. Makes you wonder why some people have even invested here in the first place.


The Oxford Whale - 05 Aug 2015 - 14:57:34 - 277 of 1407 ::: WOODFORD PATIENT CAPITAL TRUST ::: - WPCT
New all time high. The "top slicers" seem to have gone very quiet all of a sudden.


The Oxford Whale - 10 Jul 2015 - 17:54:53 - 224 of 1407 ::: WOODFORD PATIENT CAPITAL TRUST ::: - WPCT
I remember the days when you were punting big bucks on the likes of qpp brahms. Now I see you on here getting "uncomfortable" about a couple of %. Man up ffs."

[truthteller3] 15/12/2017 09:34

Yeah, you all say that. Funny nobody said it at the time. It was buy buy, then. LOL.....

[the oxford whale] 15/12/2017 09:22

Anyone got an opinions on that seeking alpha article or are they just going to launch ad hominem attacks?PS I sold at the top ages ago

[p1nkfish] 14/12/2017 16:57

But you waste time posting.

It's called investing. No one guarantees the return path vs time in these type of holdings so if you want to know the return path buy sometHong else. Just avoid the likes of GE and a lot of others that have tripped up over past few years.

In other words - only death and taxes are for certain.

[minerve] 14/12/2017 15:39

andyj

Patient means patient! LOL

Glad I am not sat here watching the paint dry.

[rackers1] 14/12/2017 15:32

i do like it when doomsayers impart their wisdom saying the market is at its highs and due a sell off. They've been saying that on the DOW now for 4,000 points at least.

[the oxford whale] 14/12/2017 15:09

Seen there's a hit piece on woodford/nanopore/ip group published by someone on seeking alpha if anyone's interested. https://seekingalpha.com/article/4131613-ip-group-playing-diy-valuation-game

[blueteam] 14/12/2017 10:53

market near high and would think can only tail off before xmas, can't see how this can get a boost but gradually fall.

[andyj] 14/12/2017 05:28

Beating its peers?At the moment it doesn't beat patiently pouring money down the toilet.

[minerve] 13/12/2017 22:56

Essential

Ref: Woodford's Equity Income.

I don't think it is mandated to navigate its bursting, no? It isn't an absolute return fund so it just has to beat its peers, that is all.

[essentialinvestor] 13/12/2017 22:36

If the stock market is in a massive speculative bubble,
how is WPCT, or indeed Woodford's income fund, uniquely positioned
to navigate it's bursting?.