Seraphim Space Investment Share Discussion Threads

[quepassa] 10/4/2024 15:48

Don't miss today's new research/update on SSIT from Edison

[spectoacc] 10/4/2024 08:23

#388 - very well done, it's always the buying back after the sale that's tricky.

Won't take much good news to lift SSIT again IMO. Just something to prove the NAV has legs.

[apple53] 08/4/2024 09:43

Well spotted Ram. Delayed once and could do again unless it can differentiate itself from ispace, by the sounds of the article.

As far as I can see SSIT doesn't indicate what % stake it has (just the % of NAV). If we knew this I guess we could compare revenues (or EBIT) of the 2 companies for a guesstimate of SSIT NAV upside.

[rambutan2] 07/4/2024 19:29

Astroscale looking to list in Tokyo:



Last quarter valuation was £9.8m...

[apple53] 05/4/2024 10:17

I bought back in below 50p

[rambutan2] 04/4/2024 20:24

Largest holdings keep pumping out good news. Manic share price will continue for a while yet, but eventually settle much nearer to a growing nav.

[the millipede] 04/4/2024 18:06

“Drifting again, a little disappointing in a market this good.“

Private equity not exactly motoring up the past few months. Everyone chasing Nvidia I guess, although Spire Global looks like it is waking up.

[wsm812] 02/4/2024 08:28

The story here remains the same, can't blame investors for selling out at these recent highs after such a long time in the doldrums. I was one of those sellers, keeping an eye out for another buy-in opportunity though.

[spectoacc] 26/3/2024 13:54

Can't seem to keep its pants up atm, but only needs one piece of good news (eg a takeover) from one of the concentrated holdings.

[spectoacc] 22/3/2024 15:26

Drifting again, a little disappointing in a market this good.

[29palms] 19/3/2024 18:03

Nice move north from Spire Global today after Nvidia collaboration news last night.

[29palms] 18/3/2024 22:23

More good news from one of SSIT holdings Spire Global

[spectoacc] 16/3/2024 07:05

Seems there was a Merryn S-W tip on SSIT in yesterday's MoneyWeek, fwiw.

[spectoacc] 15/3/2024 13:44

Anything possible, but early 80's next resistance. Would probably need some more portfolio co news/listings/takeovers, but would still be trading below (a rising) NAV.

I'll likely slim down on the way up. Has more than doubled from the low now.

[quepassa] 15/3/2024 13:39

new 18 month high today and climbing.

[spectoacc] 15/3/2024 11:50

Just needs a close up here to confirm latest breakout.

[rambutan2] 14/3/2024 21:13

Yes, no nasty surprises and lots to like.

Today's results presentation/call:

[quepassa] 13/3/2024 17:55

Re 368.

Very upbeat conference call today.

Adds confidence.

all imo. dyor.
qp

[spectoacc] 13/3/2024 14:36

A couple of decent trades - 189k at 57.2p, 150k at 57.5p - have helped it move up.

You'd think all the weak hands exited on the fall on the teenager's sell note. Fingers crossed.

[wsm812] 13/3/2024 14:14

Agreed Spec, Q3 2022 set this line as a level of resistance and it has only been tested again recently. GLA

[spectoacc] 13/3/2024 13:45

Just over 60p will be the test, if we can get there this week.

[spectoacc] 13/3/2024 08:20

That all important NAV increase, albeit it's mostly from a single winner.

But some catalysts ahead now, and market got over the teenager's d/g.

[quepassa] 08/3/2024 16:06

Edison Group -
Released today.

Seraphim Space - Equity proposition.

Three minute video to be found at Edison or YouTube