Davala
09 May 2018
Re: Autolus And providentgood start up 5% this morningNav will be up
tommy talent
09 May 2018
Autolus Buying price should rise to 78p this morning I expect.
Guyfawkes
08 May 2018
Autolus News today which you've probably seen - Autolus has begun the process of making an IPO on the Nasdaq Global Market. Patient Capital owns some 20% of the company accounting for approximately 4.35% of Woodford's Fund. Its parent company rose approx 6% today. Hope this leads to some improvement in the Fund's performance.
riverside red
04 May 2018
Re: Big Turnover Getting very close to losing patience, and writing this off with gains from my oilies..
picstloup
27 Apr 2018
Re: Big Turnover Lots of patience needed here and in the other funds run by the "crop haired thug" (c LKH).Losing over 10% is GSK and Astra could happen to anybody, losing 70% on obscure firms like Prothena and Allied Minds takes more than bad luck. Provident Financial and Crapita were also (fairly) obviously ones to avoid, although I'm hopeful that his punt on IMB will spring back, not least as I dipped in for a few at £25 last month.
Davala
27 Apr 2018
Big Turnover Over a million again. Buying back? price moving up again
Doggedly persevering
24 Apr 2018
Re: Prothena 3% of WPCT but stock fell 1... Yeah, it’s all patience and no trust, with inbuilt capital destruction.
azzalyzarc
24 Apr 2018
Re: Prothena 3% of WPCT but stock fell 1... Anyone remember British Biotech from the late 90's? Obviously not Neil. Biotech is a risky business and there will be 'surprises' - this much we have always known - and so it is surprising and in my view poor management that put so much of WCPT in just this one stock. I could have done that myself! The reason to invest through IT is to get entry to risky/high growth sectors with risk mitigation to sudden shocks through diversification and due diligence of professional managers. WCPT is positioned as a patient long term play, so why take such a risky bet, which I would say is more appropriate for a short/med term performance. I see no benefit to WCPT to have such a large holding, unless trying for active management private equity approach, which I do not believe is the case.I still hold WPCT - as I concur with the long term 'patient' story for some part of my portfolio, but if I don't see a shift in approach I will look for other vehicles.In the meantime I agree with some other commentators that the drop may be over reaction to the facts, and compounded by general negative press for Woodford of late. I will look carefully at WPCT responses for 'learnings' as this could still be a topup opportunityaz
II Editor
24 Apr 2018
NEW ARTICLE: Woodford Patient Capital rally comes to painful end "LSE:WPCT:Woodford Patient Capital investment trust has suffered a serious price drop of price, losing 10%since Monday lunchtime after its second largest holding suffered a major setback.NASDAQ
RTArothena, an Irish biotech firm listed on the ..."[link]
EssentialInvestor
23 Apr 2018
WPCT Gearing May not get enough attention imv.Nearly 10% of a fund in one stock.
Zippididooda
23 Apr 2018
Everything turns to pulp I sold out of WPCT at 101 pence a while back now and glad that I did. Woodford spins a good story but is yesterdays man IMHO. The due diligence that supposedly takes place is quite suspect given the number of dogs that seem to end up languishing in his portfolios
Carefully Does It
23 Apr 2018
Re: Prothena 3% of WPCT but stock fell 10% I hold WPCT.PRTA was 9.12% of WPCT on 31/3/18.It will now be around 3% after todays large fall.PRTA being well and truly battered into submission.Woodford swung for the fences with PRTA but a very risky swing.If it had come off OK we'd all be singing praises but it was binary and the ball was missed. Lets hope for much better elsewhere in the portfolio.
Davala
23 Apr 2018
Prothena 3% of WPCT but stock fell 10% And that’s why I’ve topped up...Usual market over reaction
PhilipJD
23 Apr 2018
Re: Huge sell today And the response from Woodford (inc video from NW himself) [link]
PhilipJD
23 Apr 2018
Re: Huge sell today Report from Citywire [link]
