Member Info for Spikeyj

& equally possible, some of those who took RT's shares off him when he dumped are just trying to use a rumour to exit. gla.

"One man in dark glasses said Terry doesn’t like the company’s management team" indeed, lol. written by someone with a sense of humour, at least. perhaps one or two of RT's 'friends and family' still need a hand out?

i think caitlin had a break-even of 14.22, or something like that.

also at sector level, pharma stocks been pretty out of favour for a while, at least since hillary c & co made their comments about limiting pharma pricing. it's significantly affected the multiples that are being used to evaluate all the micro/mid caps. (i reserve judgement on the issues around megacap pharma prices) ... no evidence that this has actually affected the nature of the business that clinigen is transacting, although on the downside not very clear what would be needed to turn pharma sentiment back. waiting game for them as has the patience and the dollars, perhaps?

two trades dated 4th april, chunky, 250K at 46p, 350K at 45p.

radio 4 today chatting on about edi t's scheme to pipe geothermal electricity from iceland.

somebody set a tiny little bot to work on the sp, very funny... look at the sequence of trades from 16:25 on.

target downgrade. meanwhile, i added a few this morning.

nice director buy for £50K. good BoD buying pattern.

http://www.eckoh.com/resources/news/eckoh-granted-key-uk-patent-for-securing-sensitive-customer-data/

i imagine that you've already seen this, useful to keep an eye. that short has increased. http://www.ft.com/cms/s/0/56d07144-ce5e-11e5-831d-09f7778e7377.html#axzz43lxHdJF3

one of the non-equity collection, do you mean?

? what kind of total amount do you have in this share now? sounds like a lot, probably.

nice chunky buy from the finance director at 228.5p. he's a man who should know about the books here.

dunno, that doesn't seem to be a concern for that man again, woodford. he's a very large holder, but actively encouraging the firm to reduce its dividend. unlikely to be doing that if he thought it would be devastating to the sp? which is not to say that he necessary calls it right, lol. he's said clearly that he's not in gsk simply on the expectation that it will get broken up, although he would like that, but claims there is value anyway. (although perhaps he is being a bit tactical?)

per RNS: • Investment opportunities better, deeper and richer than initially thought • Portfolio fully invested

woodford has clearly not found it hard to invest the money at this point - some critics saying he did it too quick, while he and team are saying that they are thinking of raising more money as they can see so many more opps out there. perhaps it will depend a bit what the on-going churn rate is like within wpct? if he sells off and seeks to replace holdings pretty quick, i can see how that might become an issue, but from what he's said about the overall philosophy, which does emphasise relatively long holds, and adding in money to existing stakes to support growing businesses that then need extra money to fuel the expansion, woodford is planning a relatively low churn/disposal rate. we'll see. can't say i mind either way, the funds are hardly competitors, given that they focus on rather different sectors/assets, & miton fund is such a smaller beast. room for all sorts out there. gla.

so far, so good.

... would have thought myself, the long term performance issue will be more about the pros and cons of focus on uk only, versus geographical diversity, & of the management teams' respective choices about sectors to prioritise, & specific company selection, & then how active & effective each trust can be as active investors in holding companies to account. (but who knows, let's wait 10 years & see!)

for some reason admin deleted posts from earlier about this. lemonhead, why does the size of the fund matter so much in your view? i can see why it would if wpct was trying to trade in and out of illiquid small caps frequently, or if wpct was running out of companies to invest in that met its criteria, but neither seems to be remotely true, if one believes woodford blog & updates. it's not a trust that trades often, and woodford is very clear that they are actually very interested in large range of opportunities still out there to put money in, hence thinking of raising new money.