Herald Investment Share Discussion Threads

[mozy123] 19/2/2024 11:45

Saba Capital buying some more.

[amt] 16/2/2024 07:32

SM up another 14% incredible.
Up ten fold in a year.
Well done Herald for spotting this.
What a great IT this is.
No other like it

[amt] 15/2/2024 18:08

Super Micro up another 10% or about 16p added to NAV

[beangrinder] 15/2/2024 16:37

Still sitting at large discount to NAV though.

[amt] 15/2/2024 08:49

Super Micro computer their largest holding trebled since start of year and will be nearly 10% of nav now unless they offloaded. They have a stake in Bango which is recovering after an unjustified sell off.

[robsy2] 09/2/2024 17:44

Very strong run since Nov, now up 25% + and at a 2 year high. Very encouraging.

[quepassa] 25/1/2024 15:28

Have recently started accumulating

[bitgold] 06/1/2024 14:35

I've been holding this one for years, since about £4 and continue to drip a bit in monthly. My opinion is, not only do we have the tech / AI growth but also the big players will look to buy smaller IT companies to get hold of tech and patents. Long-term I believe this will continue to pay off.

[slicethepie] 17/12/2023 10:15

Apparently a low life arb has taken a position here, sad little people who have never helped a business, unlike hri who have been a lifeblood to many early stage businesses.

[slicethepie] 12/12/2023 12:18

Todays approach at smart space software at a 130% premium shows the value in small software businesses ....Hri owns lots of these companies. Well worth a punt imo

[arja] 22/6/2023 09:42

about 17% discount to NAV and presumably some unquoted investments or market thinks it is warranted at this bearish time with rising interest rates . Chart suggests more downside sadly

[mozy123] 16/6/2023 12:15

Still here! Would have thought there would be more interest in the trust with all the tech narratives currently about in the market.

[tightfist] 28/2/2023 08:04

One company where HRI own 6.7% is exciting CyanConnode, very active in India - but at 0.24% of HRI assets it's unlikely to have a lot of impact - the nature of diverse trusts.....

[spangle93] 16/2/2023 16:03

The annual financial report released this morning has breakdowns by countries and sectors in which it invests, and also the top 20 holdings

[slicethepie] 16/2/2023 10:57

Kp comments on the failure of the uk market in funding small companies need putting in front of the relevant politicians.

[chillpill] 01/2/2023 11:37

Yep. Bought it at issue and it went to an initial discount at 95p. Been a great double digit compounder over the years and the bottom has probably been seen in small caps.

[quepassa] 27/1/2023 15:51

On the way back up.

Small cap tech stocks - unloved for the last year - are again showing their legs

[robsy2] 20/9/2022 09:23

I've topped up this morning. I like the big discount and they have a lot of cash to invest as well, so should find opportunities and if not, they can continue buying back the shares. The portfolio is a lot less UK centric than when I last looked. Widening the investment scope should mean better results.

[amt] 08/9/2022 09:35

Seems to have given it a good kick after yesterday's 1580p.
If there is an accepted bid then Herald could buy more of its own shares to close the huge discount.

[marktime1231] 07/9/2022 09:35

Yes was just checking that good news for HRI and it sure needs some, unfortunately not a concentrated portfolio I think only about $30M of GBG shares. Not enough for the share price to leg up anyway.

[amt] 07/9/2022 09:24

Discount 24% plus large holding in GB group which might be subject to a bid

[tonytyke2] 05/8/2022 08:29

arja, I believe the June factsheet indicated the breakdown of gross assets of 23.4% in North America and 46.4% UK.I bought in recently at just over a 23% discount to NAV.Good luck with your investments.

[arja] 31/7/2022 18:11

discount about 18% or might be about 19 when NAV announced on monday takes account of good day on markets on friday . What % of HRI investments are in USA ikf anyone knows ? tempted to buy on monday if not a wide spread but we are spoilt for choice at present