Polar Capital Technology Share Discussion Threads

[joeycooper] 03/12/2005 14:31

It is mainly invested in Nasdaq, and used to be called Henderson Global technology. It bombed in the tech bubble and is now slowly crawling upwards.
Has the original managers.

[arja] 03/12/2005 14:11

nice chart but unusual for inv trust not to trade at discount to NAV!! it makes me a bit nervous ! Does anyione know if this trust is virtually linked to Nasdaq stocks ? Thanks .

[kingfast] 04/10/2005 14:46

Here it comes again. Back in at 2.08.

[kingfast] 20/7/2005 10:32

Discount now virtually eliminated. Took profits at 213, can't buy back till a sell off. Never mind, Debtmatters had a great say.

[energyi] 15/7/2005 07:49

Pushed higher by combination of:
+ Rising NDX
+ Falling Pound

[frances2] 14/7/2005 18:46

270p target6

[hectorp] 14/7/2005 18:22

The commodity bull market is not nearly finished.
Any tech revival is premature IMO.
even so its good to have some diversity of holdings.

[lfdkmp] 06/7/2005 16:18

Through £2 tomorrow? - Sold those warrants far too early!!

[entj] 23/6/2005 15:38

Anyone seen the write up?
Thank you

[entj] 14/6/2005 21:05

why do you say that?
(Not that I'd complain - I bought recently on the basis of TA screening)

[hawkwell_lions] 14/6/2005 12:40

these shares will double in the next 6 months

[lfdkmp] 06/6/2005 08:46

Yes also sold 85% of my warrants recently (too soon!). The remainder I will probably now hold to September and exercise, to increase my holding in PCT.
If you want exposure to a re-emerging (but more sane) tech market, you could do a lot worse than this. Ashford-Russell has quite a good track record.

[matthu] 05/6/2005 00:33

I held the warrants until very recently, but I'm afraid I sold out.

I simply felt that the risk reward ratio, particularly with the share price so much lower than the NAV, was wrong.

Good luck - please don't get trapped by holding on too long. With a short time to expiry, sometimes the price can get manipulated so as to discriminate against the warrant holder.

[lfdkmp] 04/6/2005 22:07

Everybody so busy chasing the latest bubble, they've forgotten the re-emerging potential in the last?

My patience here starting to be rewarded. Even better with the warrants (PCTW)- just beware of the warrant expiry in September.

[matthu] 17/2/2005 15:15

diluted NAV now 203.98p (16/2/05)
sp currently 178p

[mart] 09/2/2005 10:49

diluted NAV now 202p (8/2/05) AND they are purchasing their own shares. Go figure on the warrants.

[matthu] 04/2/2005 11:11

unaudited fully diluted NAV was 199.01p on 3 Feb
SP currently 174.0

[matthu] 01/2/2005 15:37

the unaudited fully diluted NAV was 198.73p on 31 Jan
SP currently 172.75

[matthu] 28/1/2005 14:12

Unaudited fully diluted NAV now 196.17p on 27 Jan.
sp still 171.5

[matthu] 26/1/2005 13:50

Unaudited fully diluted NAV now 195.11p on 25 Jan.
Sp now at 171.5.

[matthu] 17/1/2005 13:44

Unaudited fully diluted NAV now 197.4 on 14 Jan. Sp now at 172.5.
So NAV has gone UP by 0.5p since 30 Dec, and share price has gone up by 1.5p.
Small catch up.

[matthu] 05/1/2005 12:52

Unaudited fully diluted NAV 195.88p
Sp 172.75
Discount 23.13 11.8%

[matthu] 04/1/2005 10:53

Unadited fully diluted NAV now 197.6 p at close of business on 31 Dec.
Sp 172.5