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Share Name Share Symbol Market Type Share ISIN Share Description
Downing Strategic Micro-cap Investment Trust Plc LSE:DSM London Ordinary Share GB00BF0SCX52 RED ORD GBP0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.00 1.29% 78.50 77.00 80.00 78.50 77.50 77.50 191,730 09:00:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 1.5 1.1 1.9 41.1 41

Downing Strategic Micro-... Share Discussion Threads

Showing 326 to 348 of 350 messages
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
DateSubjectAuthorDiscuss
14/4/2021
08:05
Adept Tech to takeover Datrix, lloks like a good fit although not so keen on Adept increasing debt again, but then again a pandemic may be a good time to make aquisitions :- https://www.investegate.co.uk/adept-tech.group-plc--adt-/rns/acquisition-of-datrix-limited/202104140700083672V/
red ninja
07/4/2021
14:37
Synetics secures major city of London multi-million project :- "Further to its announcement of 10 February 2021, Synectics plc (AIM: SNX), a leader in the design, integration and support of advanced security and surveillance systems, announces that it has been awarded a multi-million-pound project by the City of London Corporation and the City of London Police as part of their Secure City Programme. The project, which comprises a large innovative, cloud-based surveillance control system , is expected to be substantially delivered in 2021, with ongoing maintenance and support over five years, and will see Synectics deliver one of the industry's first enterprise-level cloud solutions for public space surveillance." https://www.investegate.co.uk/synectics-plc--snx-/rns/synectics-secures-major-city-of-london-project/202104070700065744U/
red ninja
07/4/2021
13:20
With Fire Angel currently up around 89% on new deal on the day. There should be a good move on NAV tomorrow :- "John Conoley, Executive Chairman of FireAngel, commented: " This is the most significant development for FireAngel for several years and is expected to be transformational for the Group. The directors estimate that, during the life of the partnership, the Company should earn up to €21 million in royalty, management and support fees. The Company's long-standing commitment to R&D, combined with the adoption of development processes from the IT world, have contributed to us signing this partnership which will be materially cash positive and contribute financially to the Company for the long term. Finally, it reflects our aim to spend more of our time and resource on higher value activities. The customer has acted like a true partner throughout this long process." https://www.investegate.co.uk/fireangel-safetytech--fa.-/rns/significant-partnership-to-develop-new-gen-alarm/202104070700115928U/
red ninja
19/2/2021
09:38
Absolutely over-priced US tech & Crypto, and absolutely in the next 12-18 months. But DSM's heavy value bias should at least help. Agree getting shot of RGD loans would really help. But overall, gaining that next 20p, and more to get the share price back up to the £1 2017 issue price, seems a stretch. 1.83% ongoing charge too, which adds up over time.
spectoacc
19/2/2021
09:28
NAV of the trust is over 80p now and with the vaccines things should get better then it does not seem to me that unlikely that a return to £1 could happen over the next 18 - 24 months. I mean Volex in the EV, Data Centre and Medical cabling arenas should do well on it own and that is around 16% of the trust. If RGD can be exited at a profit that would also be a good move. The thing that could put this off course is a wider market crash perhaps starting with overpriced US tech stocks and crypto currencies.
red ninja
19/2/2021
07:30
It'll be a red letter day if Judith ever gets the NAV & share price back up to where they started.
spectoacc
19/2/2021
07:04
The DSM portfolio feels like a coiled spring. We believe it contains pent‐up value, which we think can be released on several counts... Investor Letter hTtps://assets-us-01.kc-usercontent.com/8c961317-6aee-00a7-e4b6-ae38cd847d2d/7c464a55-56e6-4652-874e-64f7ded32e6f/PE3052_DSM_Investor_Letter_Feb_21.pdf
playful
05/2/2021
09:55
Thanks @RCT2, appreciated. Wish I held more of them to sell into the ramp.
spectoacc
05/2/2021
09:51
CGI, VNH, ARIX, WYN, SPR, ANX, SLE, RFX, DUKE, DSM
rcturner2
05/2/2021
09:46
Ah! That's a big tip, tho good luck those who bought at 75p this morning seeing a profit. Was VNH another, perchance? Unlikely to get my mag before Monday.
spectoacc
05/2/2021
09:45
Great. Thanks RCTurner
robow
05/2/2021
09:44
Tipped in IC, part of ST's bargain portfolio for 2021.
rcturner2
05/2/2021
08:15
A tip, maybe? I'm now out, good luck holders. Edit - def feels like a newspaper tip.
spectoacc
05/2/2021
08:12
Big rise today - news of liquidation leaked perhaps...
skyship
14/1/2021
11:41
I have also bought in the last couple of weeks on the basis that the discount is far wider than those of Miton Microcap and RMMC which are the other two within the same peer group. To some extent I think she has suffered from the shunning of value investing over recent years but the rotation from growth since the vaccine news means that the wind is behind her now.
baloo4
14/1/2021
09:08
Ahh - "..a decent track record at VCTs.." Conforms with my thoughts that she is an analyst, rather than a manager possessing the necessary trader skills to evaluate. I agree with your 2nd para - hence I bought here for the first time just last week.
skyship
14/1/2021
07:19
She always talks a good game, but totally agree - performance from listing has been a shocker, at times approaching Woodford levels. However - only question that should concern buyers/holders now is - does DSM represent value here. I think it does. JM had a decent track record at VCTs before DSM, but DSM shareholders have paid her learning fees.
spectoacc
13/1/2021
21:02
CJ --- "she certainly presents very credibly about analysing companies..." Exactly...good at analysing but totally hopeless at judging value. So a good supporting role; but no way should she be in charge - she's not market oriented. Strewth, over the same 4yr period my SIPP has climbed 63%; her NAV is down 17% whilst AIM has climbed 37%. There is more to this investment game than understanding a Balance Sheet.
skyship
13/1/2021
19:38
Yes they've not done well, but they hit a bad time to launch the fund ie they bought with the market at a relative high and then it fell. If I buy a fund it's easy for me I can't shift the market even if I wanted, it's tougher for funds especially in the launch period to acquire a meaningful holding at a low price. 2020 has been a great time to launch a fund for example, bargain stocks galore and the market has roared for the right stocks. 2021 will be much tougher, the US markets appear highly overvalued and when the US sneezes we also catch a cold. Still DSM is recovering reasonably, continue the trend and her jobs secure, another period of bad performance and I guess she'll need to issue a cv. I wish her all the best.
red ninja
13/1/2021
17:29
I’ve attended talks Ms Mackenzie has given at investor conferences and she certainly presents very credibly about analysing companies and holding their executives to account. On that basis I was previously an investor. A number of the Trusts holdings are in companies which had problems but were seen as having recovery potential. However the lack of progress over a longish period of time led me to the conclusion that this was a jam tomorrow investment with a high opportunity cost and so I sold around a year ago. I am watching with interest but still not seeing the progress which Judith’s presentations suggested should be achieved. I would think that by now her hat would be on a shoogly peg.
cousin jack
13/1/2021
16:55
How is it that Judith Mackenzie still has her job running this trust. Surely they should be employing someone else, someone rather more competent. She quite plainly knows very little about market valuation. This was a press comment just before the launch c4yrs ago: "Using gearing – or borrowing – of up to 15% MacKenzie and co-managers Alyx Wood, James Lynch and Nicholas Hawthorn believe they can generate an average compound annual total return of 15% over three to seven years." !!!!!!!!!!!!!!!!!! free stock charts from uk.advfn.com
skyship
13/1/2021
08:27
RGD still keen to pay down debt. I'm keen they pay down debt too.
spectoacc
12/1/2021
16:27
Mmm I think there is a certain lack of trust in DSM given the years of underperformance. I see in SWSC the general comment states :- "A year of living dangerously." No not 2020. Think 2021. The author thinks the US markets are very overpriced.
red ninja
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
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