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Share Name Share Symbol Market Type Share ISIN Share Description
Lindsell Train Investment Trust Plc LSE:LTI London Ordinary Share GB0031977944 ORD 75P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  12.50 0.85% 1,475.00 1,445.00 1,480.00 1,475.00 1,475.00 1,475.00 100 09:44:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 13.8 12.1 0.0 - 295

Lindsell Train Investment Share Discussion Threads

Showing 376 to 400 of 400 messages
Chat Pages: 16  15  14  13  12  11  10  9  8  7  6  5  Older
DateSubjectAuthorDiscuss
09/4/2021
10:54
Haha yes capital gain or loss! Been buying LSE and ULVR on weakness, as well as some discount plays in the P/E sector you will be happy to know Specto! Have a good day
mozy123
09/4/2021
07:28
"Capital Gain" column should perhaps be "Capital Loss" :) Agree with prices. Started on divis a few times before losing patience. Eg on a non-compound basis, IMB's current price becomes £17.27. But divis aren't going to get me ahead of Train atm, nor either of us to positive. Which considering this was from Sept 2019, well before Covid, isn't great.
spectoacc
07/4/2021
09:54
Hi specto, hope your well. Yes without dividends I have the following Ticker Price Paid Price Now Capital Gain Mozy DGE £34.40 £31.24 -9.19% Mozy LSE £56.60 £73.36 29.61% Mozy BAG £8.70 £5.09 -41.49% Mozy ULVR £50.00 £41.10 -17.80% -9.72% Specto IMB £20.00 £15.16 -24.20% Specto Lloy £0.58 £0.43 -25.02% Specto ITV £1.09 £1.24 13.76% Specto NRR £1.71 £1.07 -37.43% -18.22%
mozy123
18/3/2021
16:33
One of my more prescient posts! EssentialInvestor10 Nov '20 - 10:42 - 376 of 378 Edit GBP will get a big boost on any EU exit deal, might be worth keeping in mind re overseas earners. Tbf my cat Gump could have made that call.
essentialinvestor
18/3/2021
09:06
@mozy123 - value coming back, so have re-run the calculation. As usual, depends when you run it - I was well up, then Train was well up. You'll be pleased to hear he's still ahead - tho calculation tricky with divis (much more of those to me than to him). Since 11/09/19 to today, capital-only, he's turned £4k into £3.46k, I've turned £4k into £3.18k. I was £71 up in divis at the March 20 calc, so perhaps Train's about £200 ahead currently, or 5%, allowing for another year. But my divis suffered deeper cuts in 2020 so it isn't a straight calc, what with compounding too. The LTI Top 10 has moved around a bit: LSEG still over 9% despite recent fall, DGE 5%, ULVR 3.5%, BAG 2.6%. But %'s skewed due to the 47% in LT Ltd, making LSEG position particularly outsized. FGT might be more relevant, has 40% in its top 4: DGE LSEG ULVR RELX And is about flat over 2 years (which with compounded divis & movement in the other holdings, sounds about right vs the above calc). A reminder the LTI stocks I picked for NT (based on LTI) were DGE, LSEG, BAG, ULVR, vs my picks of IMB, LLOY, ITV, NRR. What I'd be curious about is whether Train would pick those now, and in those sizes (he'd say he would, but PSON shows his difficulty in selling). Several seem to be borderline ex-growth, but still on high-ish p/es. (27; 34; 19; 28 respectively). EXPN, PZC been additions. FEVR not doing so well today but still an interesting co. Still think - if I was a fan - I'd buy the individual stocks over LTI or FGT, based on low turnover & costs. 0.5% might not sound much but if you're holding 20 years, you're giving up a lot. LTI at a premium (or even par) relies on LT Ltd valuation, & FGT always trades around par so no discount to make up for the fees. Glug - Https://citywire.co.uk/investment-trust-insider/news/uncorked-nick-trains-big-bet-on-a-booze-fuelled-recovery/a1481440
spectoacc
17/11/2020
15:12
Premium climbed back up, having been at par only last month.
spectoacc
10/11/2020
10:42
GBP will get a big boost on any EU exit deal, might be worth keeping in mind re overseas earners.
essentialinvestor
09/11/2020
20:06
Why do you think this is a bargain for certain?
steve3sandal
09/11/2020
14:48
After everyone has bought the primary bargains (airlines, oils etc etc) they will look around for the secondary ones. This is one for certain and pays a nice divi too
undervaluedassets
03/11/2020
22:29
That’ll be Frostow. Ugly October with AUM down £1.5Bn just under 5% off. I’m wondering if they are beginning to run out of luck. I’m holding an uncomfortable amount relative to my portfolio but I’ve only got buy limit orders in.
steve3sandal
03/11/2020
21:46
Noted the please note... It is announced that the un-audited Net Asset Value (inclusive of accumulated income) of The Lindsell Train Investment Trust plc, which is managed by Lindsell Train Limited, at the close of business on the below date was as follows: 31 October 2020 GBP1,058.6688 per Ordinary share Please Note: The above NAV figure includes a revised valuation for LTIT's holding of 6,450 shares in Lindsell Train Limited ("LTL"). As at 31 October 2020, these shares were valued at GBP15,458.76 per share, an decrease of 5.31% from the valuation of GBP16,325.66 per share as at the previous valuation on 30 September 2020. Funds under management at LTL at 31 October 2020 stood at GBP 20,407 million.
rambutan2
09/10/2020
21:26
I’m not sure Experian has been bought for LTI. The story so far is on the Global Equity UT Fact Sheet. I suspect he will be flagging on the FGT Fact Sheet soon.
steve3sandal
09/10/2020
20:23
I don't think Nick Train ever lost it SpectoAcc - he's a very good investor and sticks to high quality. Just hope he timed the Experian purchase at closer to £20 rather than £30!
topvest
09/10/2020
10:20
Cussons is an iconic business with iconic brands. If you owned the whole business would you sell it to buy other companies? I wouldnt. Its a classic hold forever company. Nick Train is the boss! Experian - Great company, highly valued but rightly so. Glad hes been adding it to LTI. Im guessing hes added to FGT as well.
mozy123
09/10/2020
08:51
I think they said they’ve been buying it during the summer. If it’s at an ATH then they will be ahead. I looked at it in summer and thought it too expensive but it’s gone up since and that’s why I usually delegate.
steve3sandal
09/10/2020
07:33
Rather like his PZ Cussons pick, nothing is implying to me that he's still "got it". EXPN a good business tho.
spectoacc
08/10/2020
21:01
Nick Train has invested in Experian as UK is so out of favour, is the news headline. Odd to invest in Experian at this point in time though, as the share price is at an all time high...March would have been a tad more opportunistic!
topvest
07/10/2020
16:46
No good at it, so I dont bother. Buy and Hold for me
mozy123
07/10/2020
11:53
2mozy Why can’t you trade, dont you have a sell button?
porsche1945
28/8/2020
22:21
The premium is always what the investors think the LTL business is worth rather than what the directors think it’s worth. At the moment LTL can’t be growing as the AUM and LTL Valuation was well down in March though it’s back up now to £21.5bn. That’s going to influence premiumisation. They’ve also strongly defended their new valuation methodology and only bought shares under NAV during the March hiatus. Offered parcels I think is the official speak whilst we didn’t actually know what the NAV was. Some poor soul got scalped at £400 with an at best sale picked up by a director. Several listed holdings earnings are under pressure, and sterling not helping...this was referenced by NT in a recent interview. I’m a bit more hopeful this is good value. I’d highlight ATHs for LSE, PayPal and Nintendo and the new 6% position in their US growthy Fund. I’m in an accumulation phase again whilst this is in the relative doldrums.
steve3sandal
28/8/2020
16:39
Interesting that the premium has disappeared with a supportive equity backdrop. Any thoughts on this?, thanks.
essentialinvestor
27/8/2020
19:28
htTps://www.itinvestor.co.uk/2019/07/whats-a-sensible-premium-for-lindsell-train-investment-trust/I stumbled across this quite detailed and balanced analysis today, though it was written over 12 months ago much is still relevant. The LT NAV is now calculated on current AUM rather than trailing which I like to think in some way reflects the issue I flagged to them during the initial COVID plunge. Otherwise this piece continues to support my approach of buying at a tight premium to notional NAV and selling on silliness. Presently it is as flat as a pancake but the AUM has been repaired and some holdings are still setting relevant or ATHs, PayPal, Nintendo, LSE and they've even got a US shove now.
steve3sandal
31/7/2020
11:30
hehe - I know specto is a value trader and would have sold his positions at a profit before covid. However I cannot trade, nor spot value in names like those specto chose tbh. All I know is that quality should do ok over the long term. As I cant trade I just buy these type of companies every month. Call me a Nick fan boy if you wish. :)
mozy123
30/7/2020
18:48
I’ve been buying back again this month under £1200 when available ahead of the XD in August. Long term bull/bore but trading too. Hard to fault the portfolio here IMO. Loving the Share Comoetition and glad I’m on the Mozy side of the trade.
steve3sandal
30/7/2020
14:02
Well think this is well worth considering if we get a second equity wave of volatility fwiw.
essentialinvestor
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