Share Name Share Symbol Market Type Share ISIN Share Description
Scottish Mort LSE:SMT London Ordinary Share GB00BLDYK618 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.90p +0.29% 312.30p 313.00p 313.40p 314.10p 311.20p 314.10p 1,523,386.00 16:35:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 32.9 22.3 1.7 188.1 4,128.35

Scottish Mort Share Discussion Threads

Showing 301 to 324 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
25/11/2016
13:44
Thought this would have gone up big time today re Skyscanner
lollipop3
24/11/2016
22:00
Another GREAT result from high conviction ScoMo. One of their UNLISTED investments in SKYSCANNER has been the subject of a £1.4bn buy-out by CTRIP - the biggest online travel firm in China. I haven't yet done the math on the capital uplift on ScoMo's investment in Skyscanner but should be a very significant Return on Investment. This demonstrates the potential of ScoMo's coveted seat at the top table for investing high potential new technology companies. - Also demonstrates the excellent choice of dedicating a portion of, and recently increasing portfolio exposure to unlisted investments. ALL IMO. DYOR. QP
quepassa
19/11/2016
14:31
I have very mixed feelings about this one and haven't posted as I sold just before US election. Like nimbo I heard Trump was anti some tech founders and it felt as though the market had got ahead of its self. The reason I write now.....and I don't usually post when I have sold ....is that I feel the market is more buoyant again and I heard a positive piece on CNN about the future with Amazon in particular. I am holding off for now but do intend to get back at some point.
hazl
19/11/2016
12:23
Interesting to see that SMT have been releasing so many shares from treasury. I'd guess this is to meet demand from savvy fund managers who are picking up stock because they think SMT will become a FTSE 100 company on December 1st. I think it is currently 93rd and Travis Perkins likely to be demoted as it's 108. If that happens there will be automatic buying by trackers, ETFs etc., and this will will push up the share price. But can the premium over NAV, already 3% when I last looked, sensibly go any higher? Is anyone worried about the big holding in Tesla?
galeforce1
11/11/2016
09:34
IMO for a while at least everyone is anti globalisation - and the shift in sentiment will make investors look for value as opposed to growth. Don't get me wrong this is one of my favourite holdings - but having been in since Jan I've taken profits and will watch for a bit.
nimbo1
10/11/2016
19:10
It seems illogical that Trump would actively seek in any way to limit/dampen/hamper silicon valley companies. On the contrary, my personal view is that Trump will do all in his power to further promote the global domination which the USA enjoys in these critical frontier industries. ALL IMO. DYOR. QP
quepassa
10/11/2016
16:08
Also in the US amazon is not liked by many trump supporters - they don't see it as a growth creator - they see it as a vehicle used by Bezos to get rich. They think it destroys small business and therefore jobs. Plus the fact Bezos made his political views clear and he definitely was not supporting trump! I love using amazon and will be a shareholder again in the future, but things at the moment look risky. IMO only.
nimbo1
10/11/2016
16:05
Looks like investors suddenly think value looks like a good bet vs growth...for the time being anyway.
nimbo1
09/11/2016
08:37
The only problem with that analysis is that historically, shares have done much better under democrat presidents than republican ones. You may be right, but history suggests imposing tariffs never helps anyone and if Trump puts tariffs of 35-45% on imports from China, it is not unreasonable for China to do the same in response. A trade war won't help SMT. But it is too early to tell, lots of noise ATM.
mad foetus
09/11/2016
08:30
I mentioned some time ago that I thought Donald Trump would win. My expectation is that we will within a short space of time see a Wall Street rally of massive proportions on the back of the election of what must be the most fervently pro-business President of the USA ever to be elected. The great wins of Farage and Trump point unequivocally to change in the air and Western civilisation wanting a new political reality. Out with the old baggage. My guess is also that the EEC will now fall apart in the fullness of time. As far as ScoMo is concerned, my personal view is that this news is highly, highly, highly beneficial given their North American weightings. Well done, Mr. Trump. ALL IMO. DYOR. QP
quepassa
02/11/2016
14:24
Alibaba good results. Zillow Inc - even better. ALL IMO. DYOR. QP
quepassa
20/10/2016
14:37
Atlas Copco up 12
lollipop3
19/10/2016
17:53
Tesla Mtrs going well tonight
lollipop3
17/10/2016
14:19
More buys than sells again today.This beauty is wanting to go higher.
lollipop3
13/10/2016
11:35
http://www.business-standard.com/article/companies/amazon-eyes-top-slot-in-indian-online-fashion-space-116101200803_1.html
hazl
12/10/2016
08:20
Illumina inc fell big-time yesterday. By 25% For Scottish Mortgage:- I question the wisdom of the big holding of Illumina in your portfolio. You seem to do best with tekkie stocks/internet/market-dominant stocks which have the opportunity to dominate their field totally and to be global champions. In some ways Illumina is more allied to the pharma sector. It has gone ex-growth. Barriers to entry to this market are relatively low and lend themselves to being copied by comptetitors. Looks to me that gene-sequencing, genomics profiling and research are commonplace nowadays. Gene-sequencing machine manufacturers are sprouting up everywhere and gene-sequencing and cancer diagnostics can be done cheaply and for wafer-thin margins by so many diagnostics firms. ALL IMO. DYOR. QP
quepassa
11/10/2016
08:37
Yes SHAVIAN I meant from an individual's point of view.
hazl
11/10/2016
07:11
I'm not sure that consultancy (Waterman's sector) is quite up SMT's street. James Anderson is more likely to be interested in our emerging companies in areas such as graphene. Any ideas there?
shavian
10/10/2016
20:42
Que Passa - 'And if you look at the general range of Baillie Gifford funds they are not really UK-focused' That's because Bailie Gifford (probably the UK's most successful asset manager) think the UK economy is very weak. They are right. And the foolish Brexit will hasten its decline. hazel - thanks. I haven't heard of Waterman. I'll take a look.
rupe1958
10/10/2016
18:22
Rupe. Yes and no. I don't think that the ScoMo portfolio is an indictment on the UK economy but rather that the UK economy ( with some exceptions like Skyscanner ) is not producing highly innovative or game-changing companies like Amazon, Tesla or Illumina at the moment which fall within ScoMo's target investment parameters. And if you look at the general range of Baillie Gifford funds they are not really UK-focused. ALL IMO. DYOR. QP
quepassa
10/10/2016
17:49
RUPE Here's a good little UK firm with plenty of new contracts,great results,today and dividends IMO WTM https://www.watermangroup.com/what-we-do/ Waterman Group
hazl
10/10/2016
17:44
Que Passa You wrote - "Wow! ONLY 6% of ScoMo is invested in the UK." Ys, and you have to keep in mind that the only UK stocks they do hold - Rolls Royce, Prudential, a few VC names like Skyscanner - have fairly small domestic UK exposure. That just about sums up how Baillie Gifford see the UK's economic future, I'm afraid.
rupe1958
10/10/2016
13:04
http://www.telegraph.co.uk/technology/2016/10/07/amazon-echo-uk-review-the-most-exciting-new-gadget-in-years/
hazl
07/10/2016
12:45
http://www.mirror.co.uk/tech/google-home-vs-amazon-echo-8981817
hazl
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