Polar Capital Technology Share Discussion Threads

[umitw] 13/6/2023 14:07

There is an inverse head and shoulder pattern since June 2022. Amy one can comment on this?

[riverman77] 08/6/2023 15:43

Nasdaq now recovered most of yesterday's losses - I guess PCT will have factored all that in, although still on a wide discount.

[arja] 08/6/2023 15:22

big drop in the NAV today and a wonder PCT is not down more . nasdaq now recovering a bit

[freedomexpress747] 02/6/2023 10:03

Thanks kenmitch, did my research and healthy profit. Looks like a lot more to go if the discount returns to average 6% over 5 years. Specialist area so can't comment on individual companies but semiconductors etc, they fight wars over those!!

[noiseboy] 26/5/2023 09:52

Bought a few more this morning , rude not to

[arja] 25/5/2023 16:06

kenmitch.
thanks for posting a good link which might prove useful .

[panache1] 25/5/2023 08:22

Bought a few more this morning on the back of that news. Really can't understand why the discount on this particular Trust is so wide

[steeplejack] 25/5/2023 07:30

Around a quarter of the fund is in semiconductors with 3.28% in Nvidia which jumped some 25% after hours in response to trading update.

[hawkwell_lions3] 18/5/2023 20:16

Have held these since 1990 they were tr technology then been a nice little earner

[kenmitch] 29/4/2023 11:30

panache.

A very large number of Investment Trusts are trading at much higher discounts than normal. The average discount is usually around 3% but currently that’s gone out to 17%. And some good quality Trusts are on discounts as high as nearly 50%.

It’s more often a buying opportunity than a cause for alarm, but I haven’t looked at PCT befits posting this.

Are you aware of the official website for Investment Trusts, AIC?

This link takes you to the PCT sector. If ADVFN block it just “Google” AIC and also “AIC Compare Companies.”

[panache1] 29/4/2023 10:51

Can anyone explain why this has a more than 10 per cent discount to NAV?

[umitw] 16/8/2022 11:34

Is there a large buy order last 2 days?Any one in the know?

[umitw] 03/8/2022 15:36

Pleased with the stock holdings!

[mister md] 28/7/2022 20:33

'Good' earnings results from Amazon & Apple today (vs estimates)

[ram376s] 04/7/2022 09:14

Covid share gdr popish .

[umitw] 13/6/2022 07:27

Me too but went down since.I will add later as well.

[bennodean] 24/5/2022 17:35

Where we thinking for this? Just for schitz and giggles...12 quid?

[chc15] 27/4/2022 05:39

Hmm, this is being battered later..

[arja] 26/4/2022 13:38

even though nasdaq down today , cable is weaker again and hence the NAV might hold up when figure announced tomorrow . At 2010 PCT seems a good bet but will wait and see how nasdaq goes now that physical just opened

[chc15] 22/4/2022 08:28

Yep here we go, decision time to top up or wait, oh why do I do it!

[steve3sandal] 12/4/2022 19:49

Done that, got the tee shirt. Hopefully I will grow into it. Good luck.

[chc15] 12/4/2022 10:26

Buying this today, along with ATT, maybe catching falling knife here, will add on each big drop though..

[steve3sandal] 02/4/2022 12:43

Portfolio is substantially mega cap liquid market leaders with net cash on balance sheets and embedded in most peoples lives. To buy with a 12% discount looks like a gift horse. I've bought a dozen times between £28 and £20 unfortunately in that order. One day I will be right, just gotta do the waiting bit now. GLA.

[steeplejack] 01/4/2022 12:12

Currently trading at 12% discount to NAV