Baillie Gifford Shin Nip... Share Discussion Threads

[gopher] 19/1/2021 17:38

Down to a small NAV premium of 3% which looks a fair entry point

[spangle93] 14/11/2020 08:23

With NAV around 240p it's trading at close to 10% premium! Versus usual trading at a small discount Share price moving in advance of NAV rises, or time for trading in for a profit?

[merrimac] 25/9/2020 20:23

Probably just because Buffet has gone into Japan so it is being noticed

[spangle93] 24/9/2020 16:34

Now 20% in a month

[spangle93] 15/9/2020 19:57

Whether it's as a result of the new guy at the top in Japan or not it's been a good September, with more than 10% rise in share price so far.

[jfinvestments] 28/8/2020 21:57

I thought there would be more Abe reaction here.

[darryn1] 20/3/2020 10:14

Current discount to Nav is 12%

[psync] 24/2/2020 09:28

Hard hats at the ready.

[psync] 21/2/2020 09:23

Would a sell-off in US markets contribute to the price decline here? This is my worst performing IT over the last 6 months and while I'm happy to top-up to maintain exposure to the sector, I'd rather top-up while it's on the way up, rather than the way down. Feels like there could be continued selling pressure if US indices decide to return to their 150 or 200 day moving averages any time soon. Global equities have had a great run of late.

[mpjsb1] 18/2/2020 11:11

Now on a 5% discount. Definitely not flavour of the month any more! Wonder if we'll get a bounce from 160 again?

[mpjsb1] 25/7/2019 13:51

Virtually no premium any more.

[merrimac] 29/4/2019 06:42

Sounds really positive....this fund needs to get moving ahead....but no doubt it will be slow as there were a couple of company mentions around the lines of: forgoing profits this year for future growth. Ever since they did the split it has been flat.

[yupawiese2010] 26/4/2019 18:58

Short video from the fund manager. hTTps://tinyurl.com/y5cbgkls

[apage] 21/8/2018 17:29

It's quite easy, the extra funds diluted what's out there so reducing the value hence share drop BUT the extra cash could help drive up returns if invested wisely so hold on.

[merrimac] 20/8/2018 17:49

So no one could explain it...he he he...thankfully my light bulb has just gone on and I have realised that through issuing new equity they are realising a portion of the premium in cash and hopefully are buying more assets (with this new money) meanwhile growing the size of the fund and thus lowering the cost per unit (also reducing the dividend per unit as a downside). Hmmm, hope I have it right...it suits my brain anyway.

[merrimac] 08/8/2018 13:09

I have tried to understand this constant issue of New equity but I just can't - there is little to explain it available on my google searches. For BGS it doesn't seem to be helping the trust's listed price???? Does anyone have a good link or more simple/broader explanation that provided in the post previously. Many thanks.

[cleopatrax] 16/6/2018 13:24

Sorry, issues still taking place

[cleopatrax] 16/6/2018 13:18

Thanks pj but I had assumed that the size of the share price premium itself would do that, but it looks to me that over 10 issues and the 1 for 10 over the last month or so has taken the shine off the share. From a premium drop from 15 to 5 and splits still taking place, I'm still asking why? BGS is one of my worst 6 month performers, and I can't just put it down to Japan.

[wtacraig1] 15/6/2018 08:48

Rising price has cleared the £2 mark. Thats > £10 ps before May's share split

[scottishfield] 11/6/2018 10:04

Decent rise here today so far

[cgequityinvest] 08/6/2018 10:59

Indeed - with price below the latest reported NAV I have added few more.

[joshgroeny] 08/6/2018 10:13

It looks like that premium has gone now..!