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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
|
|
|---|---|---|---|---|
| 30.00 | 1.05% | 2,900.00 | 16:26:19 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 2,915.00 | 2,885.00 | 2,915.00 | 2,900.00 | 2,870.00 |
| Industry Sector |
|---|
| EQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
|---|
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 29/7/2002 22:03 by mh ashtongray,it will indeed.It all seems too weighted to the likes of ARM,LOG,MSY at the moment but it should spread soon I think,as momentum builds.Tell you what tech heavy I.T. has been very strong so far,HRI.Deservedly so really, increasing NAV and still on a silly discount.OK, not such a geared play as PCTW but worth looking at nonetheless but perhaps more for a longer term investor play as the spread is quite nasty. |
Posted at 17/6/2002 14:27 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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