Montanaro Uk Smaller Com... Share Discussion Threads

[broadgreen] 29/12/2020 10:14

Ah, thanks

[danny500] 29/12/2020 10:12

Tipped in the papers for 2021

[broadgreen] 29/12/2020 09:37

I guess it must be - I'm just surprised at how far it has jumped. I had a look at selling some for a quick turn as I'd expect a pull-back, but was quoted under 150p so not really worth it. I'm very happy to hold - Montanaro's long term record with this and, especially, their European trust is excellent.

[bramcych] 29/12/2020 09:26

Brexit Deal

[broadgreen] 29/12/2020 09:12

Anybody have any idea why this has shot up today? NAV on Xmas Eve was 142p

[panshanger1] 15/10/2020 09:31

Decent relative performance too

[speedsgh] 15/10/2020 09:03

Dividend Declaration - HTTPS://www.investegate.co.uk/montanaro-uk-smlrcos--mtu-/rns/dividend-declaration/202010141703431199C/ The Directors have declared that an interim dividend of 1.31 pence per ordinary share will be paid on 20 November 2020 to shareholders on the register at the close of business on 23 October 2020. The ex-dividend date will be 22 October 2020.

[pugugly] 20/9/2020 07:26

Tipped by MOS today - https://www.dailymail.co.uk/money/investing/article-8748581/TRUST-WATCH-Montanaro-UK-Smaller-Companies-Trust.html#newcomment Should be good for a pip on Monday - fyi Been on watch list but not invested. EG_ Trust you are keeping well and avoiding Covid -

[erogenous jones] 18/5/2020 22:45

I hold both this and its European counterpart. MTE has out performed MTU.

[panshanger1] 18/5/2020 17:20

Think this trust has held up very well in the uk smaller cos carnage Discount has widened and comes with a decent dividend

[erogenous jones] 13/2/2020 14:17

I have doubled my holding this week. I like to average up.

[panshanger1] 23/12/2019 10:50

Nice move up on some solid buying This 'quality' trust has had some positive press comment recently and has decent momentum

[tonytyke] 13/12/2019 08:40

Crikes, what a spike this morning, back to around NAV.

[topvest] 28/11/2019 17:39

Yes, nice to see some growth from this quality trust.

[tonytyke] 28/11/2019 17:06

Very pleasing - I did highlight on the 8th Nov that this seemed to be on a move and it appears to have re-rated very quickly. NAV is 142.18p, so still discounted, but not heavily now. Hopefully it does not slide backwards from here.

[essentialinvestor] 18/11/2019 18:17

Hold a small amount of these in place of ASCI. My only reservation, exposure to AIM is at around 25% of the fund.

[tonytyke2] 18/11/2019 11:51

Apologies...….I did mean MTU.

[noiseboy] 13/11/2019 01:46

Who is MNO?!

[tonytyke] 08/11/2019 17:18

The share price seems to be moving upwards of late and there appears to be some increased volumes traded since around mid Oct. Still well discounted with a NAV of 135.47p. John Baron highlighting again in his investment trust portfolio section today, in the IC, that some outperformance in UK smaller caps is due. MNO highlighted as one of the trusts in his portfolios.

[mellotrustsandfunds] 01/2/2019 13:40

Montanaro are excited to announce they will be exhibiting and presenting at the Mello Investment Trusts and Funds Event on Wednesday 15th May 2019 at the Clayton, Chiswick. George Cooke(Manager of the European Smaller Companies Trust) is a keynote speaker. Other Montanaro team members will be available to discuss investment management. The Mello Event will be jam packed full of investment trusts and funds presenting and exhibiting. Delegates will have the opportunity to intimately research the holdings and strategies used by fund managers. And find out about future opportunities in varying sectors and geographies around the world. There will be lots of top quality speakers and panel sessions to entertain and inform our Mello investor community. www.mellotrustsandfunds.com See you there.

[topvest] 10/9/2018 20:46

I guess, its just about sustainable, but top end with a near 5% yield. Think they would have been better at 3-4%.

[wirralowl] 10/9/2018 09:14

I like the idea in principle, but wonder if its sustainable..? From their 26/7 RNS statement: "The Company's dividends will be funded out of capital reserves to the extent that current year revenue and revenue reserves are insufficient."

[speedsgh] 07/9/2018 12:27

from IC John Baron's Investment Trust Portfolio... HTTPS://www.investorschronicle.co.uk/tips-ideas/2018/09/06/the-uk-market-darkest-before-the-dawn/ Portfolio changes During the first half of the month, Chelverton UK Dividend Trust (SDV) was sold in the Growth portfolio, as was Acorn Income Fund (AIF) in the Income, and both were replaced by Montanaro UK Smaller Companies (MTU)... ...MTU had drifted to an 18 per cent discount when bought courtesy of lacklustre performance over recent years. Speaking with Charles Montanaro, a number of factors now warranted support. These include an investment process focused on choosing quality companies, the return of Charles as the lead fund manager, a reassessment of the portfolio including an increased emphasis on Alternative Investment Market (Aim) stocks, and the introduction of a new dividend policy equating to a yield exceeding 4.8 per cent when bought...