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Panmure are jokers. Woodford good enough for me. Huge buying opportunity, I'm in for more.
entirely o/t for utw, sorry folks. gs, just curious, do you have an opinion re whether on a 5-10 yr view google (alphabet) is a good play? i have never tipped my toe in that water, but am wondering about it now -- i like what i understand of the new structure, tho' it's pretty complex and they have been a bit cagey about the next phase after. (have noticed a few commentators saying that there are some similarities to the berk .hath structure, wondered if you see much connection/echo?) thanks for any comment.
I am a Buffet fan - and shareholder - so he has made me a lot of money over the last 29 years. He would never have invested here in the first place. However about 3-4 years ago at a Berkshire Hathaway "gathering" he said something like this: "The golden rule of investing is not to make mistakes. And if you do, to exit them so quickly that no one notices..." But it is true that he loves undervalued investments and despite my (well timed) panic of a couple of days ago I am beginning to think that an ask in the mid 160's might represent good value. Assuming the accounts are straight (see Spikey on the subject) and with Woodford and friends locking up over 80% of the shares there is not a lot of room to short. Which blows my earlier theory up. So a toe has gone back in the water at 164.xx and if it falls further I will buy more. Panic over. GLA GS
never that sure how meaningful it is to quote buffet about most aim stocks though? people often quote that one, fear/greed etc, but buffet also very much tended/tends to stick with companies that have an easy to understand product, very well established track record of earnings & profit, with strong/dominant market position so that there is both pricing power, and substantial entry barriers. not many aim companies would fit with those criteria. buffet tends mainly to stick to fairly 'boring', and usually bigger stocks, rather than these racier aim-ish ones. atb.
threeputt, thanks for good posts, agree with christian, refreshing to see a bb with some variation to the discussion and without personal abuse. i still have a holding here, although have had some slices stopped out higher. obviously, pretty disappointed, but some you win, some you lose, and i still like the company, but clearly sentiment hard hit. agree woodford's holding RNS insignificant as an amount, but prob meant to signal intention. (but no binding promises, lol).
You certainly made a good decision in the short run. Buffett also said "Be fearful when everyone else is brave and be brave when everyone else is fearful." IMHO in the long run those who are brave now will be handsomely rewarded.
Just over 300,000 against 19,000,000? It doesn't really hit the average massively does it? I would say that he's just plain increasing his holding against an unjustified drop, because that is what he has done.
Given the small amount its more likely to show everyone he isn't selling as its hardly moving his average. Positive sign definitely given people were saying he would be off-loading.
not much point increasing revenue if you dont increase profits or EBITDA looks like woodford topped up with latest RNS but given fall probably averaging down I sold yesterday as soon as news came out and am glad I did. Buffett said never lose your capital as the first principle
No, I don't think that you are deramping at all. It's refreshing to have a board with, as of yet, no nutters and a balanced discussion taking place. Good luck to you too.
Wise words,no good fighting the big boys.i will be watching to see if any shorts pop up above 0.5%.next target for me 150/140 mark before adding.
you may well be right, however I feel compelled to show balance against your positives: Dividend payer - but a small one at that Mr.Woodford is a heavy holder - agreed, and directors bought £3m recently, they are the positives that maintain my interest Expanding staff count should equal an expanding revenue return - more interested in profit and cash than rev Multiple revenue streams - see above What looks like a short term depressed share price - but nonetheless a risk until sentiment returns I admit to having sold out in the interim but I wanted to show some balance, I decided to sell out with the option to buy back if and when it settles I'll say no more as it might appear I'm deramping, genuinely wish good luck to all holders
The only thing that is alarming here is the fact that so many white knights are appearing to warn us all of the impending doom that UTW share price faces. This company is one of the true success stories of AIM (dividends on AIM!!) and whilst yesterdays RNS has obviously caused a sell off, I can not see anything that has changed within the fundamental story of the company, apart from an increase in the number of staff aiming to bring in future business. One criticism might that the company should stick to the concept of under promise, over deliver, but I am sure that Mr.Woodford will be thinking very carefully about this. So positives are: Dividend payer Mr.Woodford is a heavy holder Expanding staff count should equal an expanding revenue return Multiple revenue streams What looks like a short term depressed share price Now let's look at what Mr.Buffet has said, 'be fearful when others are greedy and greedy when others are fearful'. if you had done as much due diligence as possible and still believed that the story here was convincing, then would you be buying on the way down or selling? Personally I would see this as a buying opportunity as I don't see the business contracting or the fundamentals changing particularly, but each to their own.
Don't it ??? Why ??
I dont think thats how it works somehow. oooops
I do hope your right ?? Will cut my holding in half though GLA
Take your point it will be double that within the next hour and that will be 9 to 1 over 2 days ooops not good,GLA
I agree. Classic shake-out to trigger the stop losses to produce a buying opportunity. Similar pattern at IPF recently and currently with Regenersis and Pace it seems to me.
I sold out earlier, feeling support may have gone, sentiment shredded, and wouldnt surprise me if shorters about. Should have stuck with my stop at 2.35 may come back in if we get support back but too much if a risk to me at the moment good luck
If it goes anywhere near your bottom of 140 pence there wont be many of us left in, I will be long gone for sure. In fact my bailout time is getting nearer by the minute shakey share time GLA.
Well thats not true is it? they were sold at a much higher rate yesterday than today. 2:1 ratio today but was about 5:1 yesterday.
No going to get back above £ 2 support, £140 jmb and ill throw some more at it !.
Dumped now even more alarmingly than before is woodforde selling is the question we need answering ??? If he his it may be time to take the loss GLA.
the bit from woodford that i am prepared to use as reassurance (tho' of course i know 'even' he might be wrong...) is wood ford's confidence that the UTW books seem trustworthy. i.e. they use a fairly aggressive revenue recognition approach, but one that doesn't seem designed to try to hide something else. i'm prepared to grit my teeth and lose money investing in a high growth stock where a company makes honest best efforts but which eventually don't pay off, but i don't want to gamble on shares where the books are so cooked you don't actually know what's going on in first place.