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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Polar Capital Technology Trust Plc | PCT | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -0.50 | -0.15% | 339.00 | 16:35:05 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 339.50 | 337.00 | 340.50 | 339.00 | 339.50 |
| Industry Sector |
|---|
| EQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
|---|
Posted at 03/10/2024 19:11 by mello2024 Just to let shareholders and prospective investors know that PCT will be presenting at Mello's 10 year anniversary show on Tuesday 19th November 2024 9am - 7pm. We have created a two day investor conference that will include 12 top quality keynote speakers, 8 educational workshops and panel sessions, 40 exhibiting companies plus over 60 company presentations for investors to evaluate and understand their current or future investments. Tickets are still available: |
Posted at 15/7/2024 13:14 by pj84 "Nvidia could reach $50tn market cap in a decade, says top tech investor""Early Tesla and Amazon backer James Anderson sees chipmaker’s potential scale as ‘way higher than I’ve ever seen’" This is the top end of the range of his forecast with a 10 - 15% probability but nevertheless he believes the exponential growth will continue although there will inevitably be some significant pullbacks of maybe 30 - 35 % along the way. "A crucial influence on Anderson and Baillie Gifford’s investment process has been academic Hendrik Bessembinder, who found that over many decades just 4 per cent of stocks accounted for all the net wealth creation — providing the basis for their belief that fund managers should seek to identify companies that are extreme winners." ... " Addressing the question of whether generative AI has been overhyped, Anderson said “the narrow generative AI for basic and consumer tasks may well be overblown, but we see the big issue as whether it can solve serious problems in 10 years”, including autonomous driving, robotics and drug discovery. “And in that sense it’s the opposite of hype .&thinsp |
Posted at 04/6/2024 08:40 by pj84 From the above article“Polar Capital Technology Trust Excitement about growth fuelled by artificial intelligence means that there are few ways that investors can get exposure to the American technology sector at a reasonable price. Enter Polar Capital Technology Trust. The investment trust has built a £3.8 billion portfolio spread across a variety of different tech themes. Around a third of the portfolio is in the semiconductor industry. Its biggest investment is the chip designer Nvidia, at 10.4 per cent of the portfolio as of the end of April. Its top 10 holdings also include Taiwan Semiconductor Manufacturing Company, as well as the chip companies Advanced Micro Devices, ASML Holding and Micron Technology.” …. And “Still, the discount means overall the trust remains one of the more affordable ways to get access to pricey stocks in Silicon Valley. Advice Buy Why High quality tech at a 9 per cent discount” |
Posted at 06/5/2024 19:48 by davidosh Polar Capital and three of their trusts will be at Mello2024 in two weeks timeFor the whole of this long weekend any investor buying a ticket for the *Mello2024* event will be given the bonus of being able to bring a friend or family member completely free of charge. Worth getting a friend to join with you and halving the cost maybe... Mello2024 investor conference takes place on the 22nd and 23rd May Do come and join us....another six companies added to the list today and another six to be announced on Monday. We want to keep this important face to face engagement with companies going and it has been tough since Covid as many directors just want to do webinars as their only token offering to investors. If you want to ask private questions or check out body language it is impossible on webinars and investors need to network with each other too. Please support us and encourage companies/ management teams you are in contact with to come along to Mello2024 in Chiswick on 22nd or 23rd May Mello2024 – Mello Events If you have never been to one of our two day conferences before then clearly you are missing a great opportunity to engage with management teams and also network with hundreds of likeminded investors so we are offering virgin tickets at just £30 for either of the days so that you can see what it is all about.....a big discount from £99.00 and if you do not agree having spent the day with us I will give you an annual pass to our virtual shows on top. I just want investors engaging with all these quality smaller companies. This offer is only if you have never attended before so please be fair to all those who pay much more.... Simply enter the code NEW2MELLO24 BUY NOW: |
Posted at 19/12/2023 16:26 by pj84 Rambus/Polar Capital TechnologyNasdaq-listed Rambus (market cap $6.8bn) is a typical PCT holding that typifies the great success manager Ben Rogoff has driven over the years. It is niche, highly interesting and abounds with opportunity. Founded in 1990, Rambus has evolved from a simple semiconductor IP licensing company into a more diverse technology solutions provider, most interestingly focused on interface solutions. Without getting too technical, semiconductors and processors are becoming increasingly complex and prevalent within computing systems and these different elements need to communicate effectively, efficiently and securely which is where interface solutions are utilised. Rambus has a long history of developing advanced interface technologies that facilitate data transfer and communication between various semiconductor components and systems. Rambus has expanded into the data centre, artificial intelligence and automotive sectors, where there is strong demand for advanced semiconductor technologies requiring advanced interface and buffer solutions. As the demand for data processing and storage continues to soar, Rambus’s data centre solutions are well-positioned to capitalise on this trend. This technology offers higher bandwidth, energy efficiency, reliability and better security, making it a compelling choice for data centre operators striving for optimal performance. In an era marked by heightened concerns about cybersecurity, Rambus has prioritised security solutions. The company offers a range of hardware and software security products, including secure provisioning and authentication technologies, which are critical for safeguarding data and devices in an increasingly interconnected world and particularly in the internet-of-things space. The company sees strong growth opportunities from the transition to DDR 5 memory chips (faster, less power consumptive and higher bandwidth than their predecessors DDR 4) and the growing use of high bandwidth memory in AI-specialised servers. A combination of high margins, returning a decent proportion of its free cashflow to shareholders via share buybacks and forecasted EPS growth of around 15% for the next few years makes Rambus’s EV/Ebitda (enterprise value to earnings before interest, taxes, depreciation, and amortisation) ratio multiple of around 20 for 2024 look reasonable. |
Posted at 21/1/2022 10:49 by jeffian As a relatively recent investor, I've just added on this morning's fall as well. As an old fogey, I am extremely unknowledgeable about 'tech' and felt that that glaring omission from my portfolio would best be resolved by letting a fund choose for me and, as Uhound says, PCT seems to cover all the big names and more. I don't know if this is the right time to be entering but as I 'buy and hold', short term movements do not bother me. |
Posted at 10/3/2014 14:49 by dlm2602 Hi JSWJSW,I don't think the price anomaly is the fault of MM's tbh because what is the reason for them to do this. I suspect there is just not a liquid 2 way price at the moment and coming to expiry most holders of PCTS will be looking to sell. Perhaps PCT is at a discount because of this uncertainty and future investors don't want to drive the price higher to benefit PCTS holders. I suspect there could be a lot of activity this week but ultimately we are a hostage to the performance of PCT and the markets in general. Good luck!! |
Posted at 31/12/2003 11:26 by and1 market makers are also building a solid support level at 160p - 170p in advance of further moves, they may also be building up their share inventory in advance of further moves by 'fooling' investors to thinking that this is a ceiling. in any case it all depends on whether nasdaq will build a support or resistance at 2000 in the medium term. |
Posted at 30/12/2003 08:34 by weemonkey why is Pct no longer in step with the nasdaq? . until beginning of oct used to be highly correlated and now suddenly not. used to follow it almost step for step. is the net asset value keeping step while the shares are not? or have they got assets in the trust that that are underperfroming badly? often seems to me that investment trusts go in and out of favour massively. and is pct in the doldrums as investors loses interest and invest in the underlying shares themselves rather than the investment trust? any well researched examples welcome for th reasons for its sudden quite accelerated underperformance. |
Posted at 17/6/2002 13:27 by ashtongray PCT comment issued today ends with:"Certainly it seems improbable that a sustainable low (in NASDAQ) will be made before investors throw in the towel on 2002 earnings." Seems sensible to me, although the downside may not be great from here imho, and there will be rallies, including sgarp ones as already seen last month. |
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