Herald Investment Share Discussion Threads

[weatherman] 05/2/2021 15:49

An odd fall when the NAV is going to £25

[slicethepie] 21/1/2021 21:34

Good interview with KP on vox markets.

[spangle93] 21/1/2021 13:43

Discount almost back to zero again

Net Asset Value - including current year income 2435.56p
Net Asset Value - excluding current year income 2442.69p

[glawsiain] 20/1/2021 15:14

Thanks quepassa. The interviewer was very offputting... But still interesting

[deadly] 20/1/2021 14:25

Up 5% today already. Amazing performace this last year especially. Glad I loaded up after the slump in March.

[quepassa] 20/1/2021 14:22

NOT TO BE MISSED.


A rare and detailed interview with Katie Potts.

Yesterday 19/1/21 YouTube, hosted by Vox Markets:-

hXXps://www.youtube.com/watch?v=VTC-CTIrnj0

ALL IMO. DYOR.
QP

[this_is_me] 20/1/2021 14:02

NAV up about 9% in a month, now almost £24.

[davebowler] 20/1/2021 09:31

Net Asset Value as at 18 January 2021


Net Asset Value - including current
year income 2390.14p
Net Asset Value - excluding current
year income 2397.20p

[amt] 14/1/2021 10:12

Here we go the discount got too large so they stepped in and bought their own shares.
Onwards and upwards.

[tiltonboy] 08/1/2021 17:36

I've been in CGI for years, and performance, has been exemplary, but I can't see a catalyst for a discount narrowing, with the Morgan family holding a controlling interest

In saying that I never dreamed that HRI would go to parity.

Two of my favourite Trusts

[weatherman] 08/1/2021 17:22

NAV 2349p - against close of 2195p

[robsy2] 08/1/2021 17:10

Thanks for sharing that. I’ll take a look.

[sammu] 30/12/2020 16:44

I'm hoping that the discount can remain at current deservedly low levels until a significant market event. However I have just top-sliced, as who knows.

[weatherman] 30/12/2020 13:50

NAV now 2286p and rising over past few sessions. It may fall back 5%, but it probably deserves a narrower discount than historically, and the NAV may keep rising for a few more weeks through the new year period - but the future is unknown.

[rachael777] 30/12/2020 13:10

no discount to nav now - is it fair to say this has run ahead of itself so time to sell ?

[weatherman] 24/12/2020 10:54

NAV was 2244p yesterday - catching up a little this morning.

[quepassa] 24/12/2020 10:49

With a Brexit agreement all but agreed with the EU, this will implode investor fears over UK political risk. Expecting that 2021 will bring a major return of international investors to the UK.

My expectation for 2021 is that the small/mid-cap sectors will outperform and especially so for media-tech.

ALL IMO. DYOR.
QP

[weatherman] 18/12/2020 15:45

NAV approaching 2200p - against 2005p

[amt] 14/12/2020 08:53

Discount about 9%

[spangle93] 11/12/2020 17:36

Ooh, do you have the tickers for those two, Caradog?
;-)

But VNH doing OK recently too

[caradog] 11/12/2020 15:11

If present trends continue, you might be looking back in 20 years and wondering why you didn’t move money into the Venezuelan Secure Income Fund, and the North Korean Ethical Investment Trust.

[amt] 11/12/2020 09:35

Should be good defensive in case the pound falls due to Brexit. I have also been buying Vietnam opportunity fund for same reason.
Never thought there would be a day when I had to invest in Vietnam as a defensive investment.

[amt] 10/12/2020 16:22

What on earth is going on with Herald, Massive rise, Massive fall and then up again. Weird.