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USA Baillie Gifford Us Growth Trust Plc

289.50
2.00 (0.70%)
13 Dec 2024 - Closed
Delayed by 15 minutes
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
Baillie Gifford Us Growth Trust Plc is listed in the Trust,ex Ed,religious,charty sector of the London Stock Exchange with ticker USA. The last closing price for Baillie Gifford Us Growth was 287.50p. Over the last year, Baillie Gifford Us Growth shares have traded in a share price range of 168.00p to 293.50p.

Baillie Gifford Us Growth currently has 291,178,700 shares in issue. The market capitalisation of Baillie Gifford Us Growth is £837.14 million. Baillie Gifford Us Growth has a price to earnings ratio (PE ratio) of 9.37.

Baillie Gifford Us Growth Share Discussion Threads

Showing 35176 to 35200 of 35200 messages
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DateSubjectAuthorDiscuss
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.research-tree.com/companies/uk/investment-trusts/baillie-gifford-us-growth-trust-plc/research/edison/baillie-gifford-us-growth-trust-seeking-tomorrow-s-mega-caps/3_34034xxx-4272-fe30-31b2-41f0ed142701
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....wonder what our managers make of this - relentlessly holding onto stocks like Moderna is not helping imvho dyor
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.com/2023/9/13/23872244/spacex-starlink-revenue-customer-base-elon-muskMentions of recent trading activity of our largest holding...buried within the article...
takeiteasy
11/9/2023
13:04
https://www.cnbc.com/2023/09/11/online-grocery-firm-instacart-looks-to-raise-up-to-616-million-in-ipo.htmlSome tests for the health of the US IPO market coming up shortly ...
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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