Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Baillie Gifford Us Growth Trust Plc | LSE:USA | London | Ordinary Share | GB00BDFGHW41 | ORD GBP0.01 |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
2.00 | 0.70% | 289.50 | 289.50 | 292.00 | 293.50 | 285.50 | 285.50 | 1,410,052 | 16:29:55 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Trust,ex Ed,religious,charty | 96.77M | 89.98M | 0.3090 | 9.37 | 837.14M |
Date | Subject | Author | Discuss |
---|---|---|---|
13/12/2024 09:53 | This is undoubtedly part SpaceX driven so will only go higher in anticipation of it listing. No more discount now. | its the oxman | |
16/11/2024 22:22 | This trust has the largest stake for SpaceX. at 7.6% after EWI.As per the FT article on Friday, "SpaceX is preparing to launch a tender offer in December that would value the rocket builder at more than $250bn, up from about $210bn during a similar deal earlier this year". | shared24 | |
13/11/2024 18:50 | The 12m average discount to NAV is 12%. That's now zero.SMT on the other hand is at its average discount to NAV of 10%.Looks the better option at the moment IMO for recovery / growth with a bigger holding in TSLA too which no doubt there will be some mega Trump payback with regards to Chinese EV tariffs helping his new "Efficiency Dept" head!!!. | disc0dave46 | |
13/11/2024 14:28 | Looking strong here. A possible Trump trade. Technically overbought so will wait for a pullback.Last time the RSI was this high was late December last year. | disc0dave46 | |
13/11/2024 14:18 | When the share price was above 400p, it looked like "buying the hype". Now, even though still below those heights, the current share price seems more like buying the future that is already in the present (SpaceX). This makes the current climb (to 300?) more sustainable. I had entered close to the former top, then crashed and added more when in the doldrums, so I am now a bit in the black and growing more confident I made the right decisions in the end. | vacendak | |
13/11/2024 12:40 | 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 | quepassa | |
13/11/2024 11:07 | 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 | quepassa | |
13/11/2024 09:29 | Trump effect. :) | vacendak | |
12/11/2024 15:18 | Shopify +25% today | quepassa | |
10/10/2024 09:30 | Very good research note here (published today) for new investors looking into USA IThttps://www.resear | shared24 | |
09/10/2024 16:06 | Yep, let's get there again soon. | shared24 | |
09/10/2024 14:37 | All time high was around 400 back in 2021. Still, I agree that it is improving nicely at the moment. | vacendak | |
09/10/2024 13:29 | This is improving and has reached all time highs this week (for the last 12 months).The discount has also improved from -14 to -10.Hopefully it follows the Nasdaq more closely now? | shared24 | |
15/3/2024 16:42 | I bought on the way up last time, so am still about 6% in the red but my decision to keep it and wait seems to slowly turn out to have been the right one. | vacendak | |
15/3/2024 13:36 | Continuing to accumulate all the way from the recent 140's. Doesn't get the same limelight as big-brother ScoMo but a star fund hiding in the footlights and waiting to be discovered. a great portfolio Very much looking forward to next Tuesday's 19/3 webinar at 2pm with Fund Co-Manager, Kirsty Gibson. all imo. dyor. qp | quepassa | |
12/1/2024 08:08 | Entering the FTSE 250! :) | vacendak | |
20/12/2023 17:44 | Yes, there was a good outook for it on Citywire lately. | vacendak | |
20/12/2023 15:45 | nice looking chart BUT discount to NAV now down to 14% and NAV has unquoted investments . Might still be worth accumulating with US indices close or over ATH | arja | |
17/10/2023 13:43 | 24% discount is really becoming rather extraordinary....won | takeiteasy | |
14/9/2023 17:58 | Databricks is one of our PE holdings, separately, the ARM IPO seemed to go OK today that may help PE sentiment... | takeiteasy | |
14/9/2023 11:43 | https://www.theverge | takeiteasy | |
11/9/2023 13:04 | https://www.cnbc.com | takeiteasy | |
01/9/2023 05:45 | It's strange to observe that the PE fund at BG rose about 6% over the recent month which exceeded the gain on this fund - may be a very temporary and anecdotal point, but a small glimmer of a change in the generally downcast mood over PE holdings/discounts perhaps that has been prevailing for quite some time? Some parts of the equity market are slowly coming back to life eg shopify up > 10% yesterday... | takeiteasy | |
23/8/2023 09:26 | 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. | vacendak | |
04/8/2023 05:48 | cloudflare and amazon up about 10% and wayfair up about 18% based on results yesterday. Growth it seems is coming into more fashion atm than for the past couple of years.... | takeiteasy |
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