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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Baillie Gifford Us Growth Trust Plc | USA | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 2.50 | 0.89% | 284.50 | 16:15:51 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 279.00 | 279.00 | 284.50 | 284.50 | 282.00 |
| Industry Sector |
|---|
| EQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
|---|
Posted at 13/11/2024 12:40 by quepassa Nearing the $billion marker:-Current Market cap. £711 million or US$905 million. As USA has increased so much in value recently, it will increasingly come back onto the institutional radar. My guess is that they will be taking some of those near 21 million Treasury shares out of deep-freeze soon and selling them at a premium. Looking good. ALL IMO> DYOR. QP |
Posted at 13/11/2024 11:07 by quepassa Read This.1. Baillie Gifford US Growth has dramatically and rapidly narrowed its formerly wide DISCOUNT-To-NAV to circa 3.5% (ticker: USA) - Compared to ScoMo's current Discount-to-NAV of around 7.5% 2. If you want the Trump trade, BGUSA is 100% US exposure - Compared to ScoMo's 55% US exposure. 3. If you want exposure to perhaps the most exciting private equity situation in the world - namely SpaceX- BGUSA has 7.6% SpaceX portfolio holding - Compared to ScoMo's 4.8% exposure 4. If you want Musk industry exposure, BGUSA has 10.9% (SpaceX 7.6% plus Tesla 3.3%) - Compared to ScoMo's 8.9% (SpaceX 4.8% + Tesla 4.1%) 5. Saba Capital Management have now built a massive position of 22% in BGUSA 6. JP Morgan have now increased their holding in BGUSA to c 6.7% 7. BGUSA's 3.8% holding in Shopify increased 25% yesterday and is ripping. BGUSA is looking very compelling in my view when weighed against the geo-political uncertainties perhaps now contained in some of ScoMo's 45% non-US holdings. It appears to me that BGUSA may now the be agile frigate which ScoMo once was - as ScoMo has morphed into a super-tanker. ALL IMO. DYOR. QP |
Posted at 10/10/2024 09:30 by shared24 Very good research note here (published today) for new investors looking into USA IThttps://www.resear |
Posted at 23/8/2023 09:26 by vacendak Basically someone has read the AR and is putting the highlights in this article.I am torn between topping up on some unloved PE trust or USA... I think I will top-up on NBPE again, at least they give a divi. |
Posted at 01/6/2023 12:20 by vacendak I guess those "growth only/no dividend" funds are at the mercy of the interest rate saga. When things calm down a bit, maybe after a short recession to dampen inflation, things should go back to normal, this time without the extravagance of yesteryear.The PE ITs I invest in at the moment NBPE and CTPE pay a dividend, so even with the silly discount, I get something for sitting tight. Still mildly optimistic about USA but not as mad about it as I used to be. :( |
Posted at 01/6/2023 12:00 by takeiteasy Interesting views - what do you make of the pure BG USA VC fund and I won't write down the fullname in case I wrongly type it but starts with an S...it seems to have a larger discount too.. |
Posted at 01/6/2023 11:57 by vacendak At least this one is with a country that should still be open for business in the future.I got burnt badly with BGCG (China Trust) with the same remit: Pure growth/Tomorrow's companies. I exited towards the end of 2022, not so unlucky me this time as it is doing even worse now. Still holding on USA, not crystalising my losses. I am considering adding a bit more at some point. I am currently piling into PE where the discounts are also too wide. |
Posted at 21/5/2022 10:00 by vacendak The thing about Tesla is the same as for Google.Google is not a search engine, it is a data slurper. Likewise, Tesla is a data slurper/AI developer that happens to sell a car on the side for collecting that data. I am pretty sure that most of the tech companies are also not valued on what they do/sell primarily, but what they do, or will be able to do, behind the scenes. Hence the high volatility. Anyway, USA will likely rise again. |
Posted at 20/5/2022 15:41 by spectoacc Trashed in trash.Got eye on BG funds - SMT, USA, BGEU - but none seem like buys yet. Epoch-defining bubble, why not an epoch-defining bust. MoneyWeek suggests we're a year away from the bottom (but who knows). Other problems are BG's recent fondness for unlisteds - fine, when money is free and no-profit, minimal-revenue Unicorns are everywhere. Not so good when the market turns, and revaluations (down) take so long to come through. SMT's NAV clearly isn't likely to be what's currently reported, with c.30% in unlisteds. USA Top 10 according to April Factsheet: TSLA (still multiples over-valued) The Trade Desk (no idea) Space Exploration Technologies (ditto) Stripe Moderna Amazon Faire Wholesale (no idea) Brex (no idea) Shopify (cheaper than it was! 77% down in 6 months, 9% just today) Illumina BG really like Moderna, Ilumina, TSLA, seem to be in almost every fund. Don't follow a few of those holdings - opinions welcome. Discount getting near highs, and there's been a few buy-backs, but another big problem with BG ITs - they're sufficiently gung-ho to have gone into the tech crash with gearing, and that gearing rises the further their holdings fall. |
Posted at 23/12/2020 13:54 by luckymouse ~Market Dip Timer - S&P Dividend Index |
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