Member Info for Spikeyj

09:23, snap. (but just for a small p/folio %.) the serious question is a long term one, whether this sector can generate good long-term returns. s/term, lord knows. (do wonder though if he should limit stake %s.)

question would be, if prothena does indeed get poor research outcomes on the trial, is it just some bad luck to be taking in stride, part & parcel of l/t investing in this domain, or does it speak to woodie's stock-picking skils in this sector? - if the latter, then WPCT valuation could be affected more broadly...

am inclined to agree with 08:51. woodie's made his bed with that huge prothena stake and must lie in it. issuing 'statements' is not really gonna make a lot of difference one way or t'other. war of words between the hedgies & woodie pointless.

buy order set for 81.0p. (soon?) i will take a double smidge if gets there.

prothena lost 1/7th so far in one day...

bears' picnic!

45.4 ... presumably a fair few are selling simply as it's hit their pain/panic level, but a more interesting issue, is there some insider selling going on from folks inside to the data within the prothena trial(s)?

$47.0554* 4.8746 -9.39% prothena still falling like a stone in usa...

it sure as heck ain't looking pretty for anyone who bought in at the outset & just held long! they might stumble across a unicorn, but if woodie sticks with big percentages in a few stocks, means that wpct not holding that many different lottery tickets.

align: "This is a marketing communication and cannot be considered independent research."

Muddy Waters highlights Wedbush downgrade of Prothena Muddy Waters Research just tweeted, "$PRTA down big today following Wedbush downgrade after R&D Day. Wedbush cites 1-year delay in NEOD001 development. In our June report, we said we believe clinical trials do not show efficacy." The stock in morning trading is down 7% to $48.16. Read more at: https://thefly.com/landingPageNews.php?id=2644564

just bought another. aggressive price action out there. shorter's games, perhaps, and some cracks in lth morale, (but of course also possible some leaks re a prothena failure?) that "patient" word may matter. poor old woodie. he's had a bad year.

are you a seller yet, renewable?

i suppose so. but he's the one who has picked & promoted them. if they're dud, he's to blame.

it does bother me that woodie is running the trust with such concentration in single stocks. if works, lovely, of course, but many factors outwith his sight.

bought another small smidge. woodford must be sweating about prothena by now, lol.

straightforward misogyny, many of the comments posted on here re CEO. men and women can both make truly terrible CEOs, imv, or great ones. just lazy prejudice simply assigning outcomes to gender. as to whether emma h herself is any good or not, i think a bit early to tell. she has inherited a lumbering beast from her predecessor, stables to clean. (witty gone --> scales fall off analysts' eyes. he had pretty good snake charmer skills.)

... unless social gen are right ...

sorry, posted in error.

purp