Herald Investment Share Discussion Threads

[shavian] 22/11/2017 06:53

Heading back towards the ATH. Under renewed strength in IQE. Note smaller holding VRS coming up on the rails. I also hold both yum yum.

[quepassa] 01/11/2017 14:48

A new all time high today at 1195p.

The important psychological barrier of £12 likely to be breached imminently.

ALL IMO. DYOR.
QP

[typo56] 26/10/2017 16:27

JPS next for FTSE 250? Perhaps next week?

[quepassa] 20/10/2017 08:02

Thank you very much indeed.

Very helpful. Much appreciated.

QP

[typo56] 20/10/2017 07:25

KWE leaving due to merger. Think there could be a couple more similar promotions before the December reshuffle. HRI got beaten by RWI when a slot became available earlier this month.

[quepassa] 19/10/2017 16:37

Don't follow.

Please explain how as the FTSE 250 reshuffle dates were/are Feb,May, Aug and November.

we are mid-stream. are we not?/ Or are there some special situations?

response appreciated.
thanks.

QP

[axotyl] 19/10/2017 16:09

Called Herald this afternoon - they'd heard that as well....

[shavian] 19/10/2017 11:49

Where did you find that Typo? If so it would be well deserved for such a 'strong and steady' performance. Mrs May take note :0)

[typo56] 17/10/2017 21:59

HRI now gets promoted to the FTSE250 on Fri, 20 Oct. Expect a bit of volatility on Thursday with a high volume uncrossing trade in the closing auction.

[typo56] 03/10/2017 07:58

Actually, at the moment it looks more likely RWI will be promoted to the FTSE250.

[amt] 02/10/2017 20:47

Perhaps the huge and unjustified discount will narrow. Fabulous performance would justify a premium.

[typo56] 02/10/2017 16:21

I think HRI could be a candidate for promotion to the FTSE250 next week, with the merger of WG. with AMFW. Should know soon.

[quepassa] 09/9/2017 09:29

Switched out of Scottish Mortgage earlier this year after a great run and into HRI. Glad I did.

The more I look at this fund, the more I respect it.

With a NAV of 1309p versus a share price of 1115p, this looks like a bargain to me and the 15% discount to NAV still looks far too wide in my opinion.

This Trust should outperform in my view.

ALL IMO. DYOR.
QP

[rogerbridge] 09/9/2017 08:46

A class investment.

[shavian] 07/9/2017 20:55

Oh, catch up time now. Buyers clocking that HRI's largest holding is off to the races!

[shavian] 31/8/2017 19:38

Discount widening

[quepassa] 08/8/2017 08:59

Thanks!
QP

[quepassa] 08/8/2017 08:26

Thanks.
A subscriber-only article from the Times behind paywall.

Would be very appreciative if someone could please summarise.



Katie Potts deserves a lot of credit for building Herald.


Perhaps the UK's top female fund manager. Right up there.

More impressive in my view than some other small cap specialists who may be more prominent in the press.


ALL IMO. DYOR.
QP

[amt] 08/8/2017 08:20

hxxps://www.thetimes.co.uk/article/diploma-is-proof-of-lessons-learnt-8stx5gxx0?shareToken=a7983f05c579e5560081524c006e8510

Here the reason. A long way to go still to get to fair discount. Perhaps it should be at a premium given fantastic performance over any time periods selected really.

[shavian] 08/8/2017 08:20

Mentioned by Tempus in The Times this morning. Sorry too busy to post it.

[quepassa] 08/8/2017 08:06

Has this morning hit an all-time-high of £11 bid.

Big discount to NAV continues to be eroded.



ALL IMO. DYOR.
QP

[shavian] 07/8/2017 09:59

In July I sold out of SMT at a 4.5% premium to add more HRI then trading at a 17% discount. With both Trusts investing in similar areas of technology it seemed like a bit of a no-brainer in terms of arbitrage alone. The discount here has since narrowed a bit to 14.6%, largely on the gains made by IQE. Did you see the article in The Sunday Telegraph business section yesterday?'New iPhone could spell huge returns for Welsh tech wizards'Over £5million in value traded this morning in IQE, with the share price up to £1.16 at one stage. Small-cap specialist Paul Scott sees £3-£5 as being a sensible target range.Well done Katie Potts!BTW I still admire SMT greatly and am drip feeding monthly from scratch to rebuild the previous holding in the expectation of further pull backs in the big US tech stocks creating a discount in the trust agian

[shavian] 01/8/2017 07:17

Sp trimmed back in line with IQE's slight retrace, I think. Still adding here on the dips.

[nimbo1] 25/7/2017 10:18

It has a lot of the right stocks in the top 10 - PEGA (US), BANGO, IQE etc.