Articles by: CYNICAL BEAR

EPIC WPCT
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Woodford Patient Capital Trust and Industrial Heat – this hilarity has made my day

Just when you don’t think that the goings-on at Woodford Patient Capital Trust (WPCT) can get any more surprising, an RNS comes out of nowhere to make everything right in the world, relating to the unloved holding Industrial Heat. It seems that Neil Woodford can bend the laws of physics after all!

  • By Cynical Bear
  • 2018-09-21 10:05:48
EPIC WPCT
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WPCT Interims: Some good news but a few questions

Following my piece this morning on Woodford (HERE), I note that Woodford Patient Capital Trust (WPCT) published its interims at the rather odd time of 9.45am today which ruins my competition to some extent. Anyway, there is some good news in there that I am happy to report but it still begs a few questions that I am also happy to ask in my general nit-picking way.

  • By Cynical Bear
  • 2018-09-20 11:15:08
EPIC VRS
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Versarien: How are these collaborations coming along, Neill?

A couple of months on from the well-received annual results of Versarien (VRS) on 19 July, the share price has risen to even higher levels from when I initiated coverage (HERE), now valuing the graphene part of the business at well over £200 million so I thought I’d pose a simple question to CEO Neill Ricketts – how are those collaborations coming along?

  • By Cynical Bear
  • 2018-09-20 07:08:33
EPIC RM2
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RM2 International: Interims as bad as expected, I reckon Woodford is tempted…

Following the poor trading update last week from RM2 International (RM2) that I covered HERE, its interims were issued this morning and are largely as expected but still worth a quick look and it’s time to place your bets as to whether Mr Woodford is going to throw another $17 million in to the pot.

  • By Cynical Bear
  • 2018-09-14 08:36:18
EPIC XSG
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Xeros Technology Group: More cash please, Mr Woodford

Nice of Tom to set me up for this one today with his preview yesterday (HERE) and, to no-one’s surprise whatsoever, Xeros Technology Group (XSG) published its interims this morning showing continued significant cash-burn and a need for another chunk of dosh from Mr Neil Woodford and his pals.

  • By Cynical Bear
  • 2018-09-13 08:47:18
EPIC WPCT
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WPCT and BenevolentAI – The spoof continues with results out showing, um, very little

To emphasise the point about the contrasting investment strategies of Neil Woodford and Terry Smith that I covered earlier today, I thought it appropriate to cover the health-tech AI spoof, BenevolentAI, that has just filed its results for the year to 31 December 2017 at Companies House (HERE). I am still struggling to find any evidence of anything other than a reasonably good concept here.....and it’s meant to be worth $2 billion!

  • By Cynical Bear
  • 2018-09-09 18:32:12
EPIC WPCT
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Neil Woodford vs Terry Smith: Compare and contrast – you decide

It is hard not to compare these two behemoths of the UK fund management industry. Neil Woodford has (still) a great long-term track record but the recent respective performances of their flagship funds are chalk and cheese and now Terry Smith is looking to encroach on Woodford’s territory further with a small company investment trust too.

  • By Cynical Bear
  • 2018-09-09 08:12:13
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